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Fund Administration Accounting Manager-logo
AllianceBernstein Holding LPNashville, TN
Who You'll Work With: We are seeking a Nashville, TN based candidate to fill a Fund Administration Manager role within Global Fund Administration. The Global Fund Administration department ("GFA") is responsible for the oversight of approximately 600 pooled investment vehicles domiciled in the US, Luxembourg, Cayman Islands, as well as other global jurisdictions. These investment vehicles include 1940 Act mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), Luxembourg UCITS & AIFs, UK OEICs, Delaware Business Trusts (DBTs), hedge funds and alternative & structured products. GFA has staff in the US, Luxembourg and Pune who oversee the day-to-day Net Asset Value ("NAV") calculation as well as the regulatory and client reporting requirements for each product and distribution channel. GFA also provides support and guidance to AB's business units including Portfolio Management, Legal & Compliance, Product Management & Development, Marketing, Sales, Transfer Agent, Investor Relations as well as external business partners.\ What You'll Do: The Fund Administration Manager is a hands-on position overseeing all activities for a group of pooled vehicles. The role entails ensuring the accuracy and timeliness of team deliverables as well as ensuring all requirements of our internal and external customers are managed efficiently and effectively. The position will multi-task, problem solve & troubleshoot, analyze and effectively communicate. The role is also expected to interact with and manage external business partners as well as initiate and lead strategic business and process improvement initiatives. The Fund Administration Manager will be responsible for managing a team which includes a supervisory Team Leader and Fund Administration Analysts. The role is expected to provide direction, guidance and training plans for team members as well as routine feedback and goal setting. Describe the applications and business or enterprise functions the role supports: GFA supports all activities associated with pooled investment vehicles for the firm. GFA's mission is to provide "Best in Class Service" to each of our internal and external customers which includes, but not limited to, Portfolio Management, Legal & Compliance, Product Management & Development, Marketing, Sales, Transfer Agent, Investor Relations and business partners such as administrators and audit firms. What We're Looking For: The ideal candidate would have a minimum of 7 years of experience in the mutual fund or finance industry as well as a 4-year college degree with a business major (preferably accounting or finance). Experience with a fund administrator or audit firm is preferred. As this role has management responsibilities, experience in a managerial capacity is required. The candidate should have proficient accounting knowledge, preferably in fund valuation. The role requires excellent analytical skills, communication skills, organizational skills and problem-solving skills. The candidate should possess proficiency in standard desktop applications such as Excel, Outlook, Word. Advanced Excel skills such as macro writing would be a plus. Provide support, guidance and constructive feedback to team members on their tasks and assume responsibility of such as needed, which includes: Oversee and analyze NAV calculation performed by delegated service provider for accuracy Assist in audit coordination, audit query resolution and provide feedback on financial statements Support jurisdictional tax and other regulatory reporting requirements Understand trial balance activities including income, expenses (including management & incentive fees), derivative transactions, currency implications and dividend distributions Research and resolve any identified operational issues and notify management accordingly Ensure the team's deliverable deadlines are appropriately resourced, monitored and achieved Authorize, review and/or make critical decisions related to activities and funds within team Provide timely feedback and support to internal and external queries or requests Effectively collaborate and communicate with team members, intra- and interdepartmental colleagues and business partners Initiate process documentation, training plans, improvement proposals and implementation Lead ad hoc strategic business projects including fund launches, liquidations, exploratory data requests, etc. Ensure fund compliance with relevant regulatory bodies (i.e. IRS, SEC, CSSF, etc.) Review fund and investor level distributions and tax reporting documents Participate in personnel management activities which includes AB's evaluation process, departmental compensation discussions and interviews Manage business partners and vendors through management reporting and KPI evaluation About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee

Posted 3 weeks ago

Assistant Vice President, IA Systems, Operations, And Administration-logo
Brandeis UniversityWaltham, MA
Are you an innovative and results-driven leader eager to make a lasting impact? Brandeis University-a globally recognized private research institution known for academic excellence and cutting-edge research-invites you to join our Institutional Advancement team as the Assistant Vice President, IA Systems, Operations, and Administration. Located just outside Boston, Brandeis has a storied history of intellectual curiosity and social justice, deeply rooted in the vision of its founders. Today, we continue to drive change-from pioneering opioid policy research to achieving Nobel Prize-winning breakthroughs in biology. Now, under the leadership of Jordan Tannenbaum, '72 Brandeis Alumnus and Senior Vice President of Institutional Advancement, we are preparing for our next ambitious campaign, and we seek a strategic leader to collaborate with our Information Technology Services (ITS) team and develop a compelling technology vision and strategy and execute tactical plans with desired results, supporting the campaign and ongoing advancement work. Your Role: As the Assistant Vice President, IA Systems, Operations, and Administration you will provides strategic oversight of planning, fiscal, and operations support for the Division. Primary responsibilities include leading IA's use of technology systems, Gift Administration, Data Management (Biographic Records & Data Administration), and Budget and Operations functions. What you will do: IA Technology strategy & Management Collaborate with ITS on information management, systems, and technology projects for IA. Serve as primary facilitator of ITS relationship and partnership as all technology systems and resources are centrally administered. Collaborate with senior leadership and ITS to develop an outcome-oriented vision for the optimal use of technology. Establish and drive strategies to conceptualize and implement the IA technology vision, including use of Customer Relationship Management systems, e.g., Salesforce, applications and enhancements to optimize all Advancement initiatives and functions. Identify scope, complexity, feasibility, and prioritization of projects. In partnership with ITS, manages direct vendor and consultant relationships related to technology, information management, systems and services acquired by or contracted with IA. This includes participation in the selection and implementation of software, systems, and services, and defining service level agreements and key performance indicators. Data Administration, Gift Administration, Recording and Biographical Records Through management of staff, lead Gift Administration and Recording and Biographical Records and Data Administration functions. The Gift Administration and Recording function oversees and executes financial recording, maintenance, accounting and reporting of gift transactions and gift fund data across all areas of Brandeis. The Biographic Records and Data Administration function manages the collection, maintenance, data integrity and appropriate use of biographical records related to IA. In collaboration with senior leadership, recommends, sets, and communicates relevant policies, procedures, and governance controls, including the Gift Acceptance Policy. Ensures that optimal technology solutions are developed, implemented, and leveraged, aligned with the IA Systems vision. Budget and Operations Management Manages budgeting and annual expenses for IA's operations including staff payroll, temporary or contract support, and programs/special events. Oversees Budgets & Operations Staff. Recommends and monitors annual budgets; develops related projections and modeling; works across IA managers to share and communicate budget related information and decisions. Collaborates with the Central Budget team to ensure budget alignment with University goals. Plans and coordinates the implementation of policies and procedures related to business expenses and contract procurement; ensures effective communication of these policies and procedures to division staff. Oversee front-desk office staff and manages office-wide space and facilities' needs. Management and Development of Staff Manage, mentor, and develop cross-functional staff including Director level managers. Set and gain alignment on key performance objectives for functions and staff. Motivate, guide, and inspire teams to achieve goals. Create a culture of collaboration, accountability, and continuous improvement. Requirements B.A./B.S. required. M.A/M.S. preferred. Work Experience: At least 12 years of progressively responsible technology management experience including CRM. An understanding of fundraising operations and requirements and higher education experience is required. At least 5-8 years of supervisory experience in large and complex organizations. Other Skills & Competencies Familiarity with industry guidelines for gift accounting, including applicable IRS regulations, FASB, and CASE standards. Excellent organizational, relationship building and communication skills. Demonstrated experience developing and implementing technology strategies and projects aligned with organizational objectives. Demonstrated experience supporting user adoption and managing changes related to technology and CRM implementations. Proven track record overseeing the successful delivery of CRM (and ideally Salesforce) projects, ensuring they are completed on time, within budget, and to the required quality standards. Strong proficiency and understanding of fundraising and business processes, reporting, and CRM (Salesforce) platform features, functionality, and best practices. Demonstrated ability to effectively lead, inspire, mentor, recruit, retain and develop a goal-oriented professional staff. Significant experience managing budgets and personnel. Equal Opportunity Statement Brandeis University is an equal opportunity employer which does not discriminate against any applicant or employee on the basis of race, color, ancestry, religious creed, gender identity and expression, national or ethnic origin, sex, sexual orientation, pregnancy, age, genetic information, disability, caste, military or veteran status or any other category protected by law (also known as membership in a "protected class")

Posted 30+ days ago

B
Brookfield Corp.Chicago, IL
Location Chicago- 110 North Wacker Drive, Suite 2700 Business- Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind. Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Associate or AVP, Fund Administration Brookfield Oaktree Wealth Solutions LLC ("BOWS") Brookfield Asset Management Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit. Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world-including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges. Business- Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind. The Firm is seeking to add to its Fund Administration team in the Chicago office. The Fund Administration team is responsible for managing; (1) Fund Administration, Accounting and Operations of products across Brookfield and Oaktree, (2) Oversight of third party fund administrators, external auditors and tax preparers, and all other fund vendor relationships. This individual will work on projects across the various funds supported by Fund Administration, with a focus on semi-liquid products across Brookfield Funds platform. The person will interact regularly with, sales, legal & compliance, corporate finance, and operations professionals as well as senior management. Responsibilities: Point of contact for funds across Brookfield's funds platform, including registered and private funds in United States, Canada, Ireland, and Luxembourg, crossing many different fund types and jurisdictions. This role will work with the senior members of the fund administration team as well as own relationships with funds' third- party administrators and key vendors. Preparation, review and understanding impactful issues regarding fund reporting, including net asset valuation calculations, security valuation, fund budgets & expense analysis is key to this role. Key support contact for Brookfield's fund board members. Partner with each fund's third- party administrators and external auditors to prepare and issue the funds' financial statements and other regulatory filings, presenting issues to fund board members for review and approval. Coordinate effectively with teams across the firm in sales, client service, legal, operations, and corporate finance regarding all fund-related items, including overall fund operating procedures, client inquiries, product development, management and performance fee calculations, legal document review, and revenue and expense projections. Construct analyses regarding product development, and new initiatives, for senior management review, exercising sound business judgement and understanding of Brookfield's products. Assist portfolio management teams regarding ad hoc portfolio reporting requests or investor related questions. Work effectively with all members of the fund administration team across all products to ensure consistency of reporting and processes and assist the team on projects on projects related to all funds in scope, include private funds, US Registered funds, Irish UCITS, Canadian funds and Luxembourg funds as needed. Consistently review the functions' processes to ensure efficiencies and highlight opportunities for improvement. Partner with each fund's third- party tax preparers to generate investor tax deliverables, answering any investor driven questions related to them. Qualifications & Requirements: Bachelor's degree in Accounting or Finance 3+ years of experience in public accounting or the Financial Services industry Strong verbal and written communication skills Strong analytical skills and attention to detail Self-starter with a strong work ethic, results orientation, and ability to manage multiple projects effectively. Strong knowledge of MS Excel and Word required, working knowledge of Powerpoint Experience with Advent Geneva portfolio system a plus CPA designation a plus Knowledge of Luxembourg funds, US 1940 Act Funds fund structures a plus Experience with semi-liquid fund structures a plan Salary Range: $90,000 - $125,000 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education, and designations Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Posted 3 weeks ago

Supervisor Of Office Administration (New York)-logo
Hntb CorporationNew York, NY
What We're Looking For At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. It is an exciting time to join our New York office, which was named for the 5th time as a Best Place to Work in New York City, according to Crain's New York Business. This opportunity oversees the management and coordination of the New York Administrative Team which supports a broad range of administrative functions for an office of 400+ people across multiple New York locations. Serves as primary management liaison for staff regarding administration issues. Manages office workload and coverage, and manages performance of direct reports. What You'll Do: Performs administrative duties in support of office staff including, coordinating and scheduling calendar appointments, meetings and travel, preparing a variety of correspondence under general guidance, receiving and directing incoming calls and welcoming visitors. Furnishes information and responds to routine correspondence when necessary. Coordinates the receipt, distribution and delivery of mail both to and from the office. Coordinates local policy and procedures with the appropriate corporate and/or divisional functions to ensure full and complete procedures are in place covering assigned areas. Recommends changes in process or procedure to management. Prepares reports, gathering and summarizing a variety of data from multiple sources. Organizes and maintains office files (electronic and hardcopy) and records in accordance with internal retention policy and procedures. Prepares and submits expense reports on behalf of office staff, securing and maintaining supporting documentation and ensuring accurate coding of expense items. Supports Accounts Payable functions by accurately coding and processing invoices. May provide supervision and direction to A/P staff. Tracks and coordinates the acquisition and distribution of materials, supplies and equipment. Maintains inventory of furniture and equipment. Working with Corporate Procurement and facilities, assists with office moves. Coordinates with facilities on any building maintenance issues. May track mileage and ensure maintenance of vehicle fleet. Organizes and coordinates events for the office. Delivers new hire orientation when needed. Performs other duties as assigned. What You'll Need: High School Diploma/GED or equivalent 8 years related experience What You'll Bring: Organized, detail-oriented leader who exhibits servant leadership, who leads the New York office Administrative Team to deliver the following: Champion of Office Experience. Ensure visitors and staff are met with a warm greeting and an experience that is consistent with the HNTB brand. Ensure the reception area is manned full-time for a safe working environment. Champions a neat, orderly space. Works with staff to keep spaces professional, inviting, and clean. Allocates space for physical storage. Maintains intranet SharePoint site which includes office procedures, new updates, and other content set by various New York office stakeholders. Strategic Results Focus. Sets expectations and ensures accountability. Is proactive and acts with empowerment to make decisions and drive results. Knows when to escalate Works with Office Operations Manager to determine priorities, set expectations and timelines. People. Supervises and manages a team of Administrative professionals. Provides meaningful coaching and career development opportunities for the team. Recruits, develops, and retains talent. Office Management. Maintains office organization chart, ensuring it is updated weekly and accurate. Ensures consistent, adequate stock of supplies on each floor / each location, including coffee and beverages. Maintains seat assignments in Tactic app and works with visitors to self-serve and find a seat location. Locations. Supports multiple New York office locations including midtown Manhattan (Empire State Building), Albany, and White Plains (future). Supervisor is expected to be full-time with a primary location in the Empire State Building and spend time in other New York offices as needs require. Renovation. We are about to embark on a multiple-year renovation of the midtown office, and are in the process of opening a White Plains office. This position will directly be responsible for organizing move logistics, taking feedback on the design, and working with the design professionals, contractors, and HNTB Real Estate group, and managing all communications with office staff for a seamless transition throughout the life of the projects. Strategic Focus. Develops and maintains plan to support multiple New York office stakeholders, including maintaining a full-time team presence in the midtown Manhattan (Empire State Building) and White Plains (future) offices. Building Liaison. Primary liaison for building management. Ensures compliance with building and lease requirements. Organizes and schedules repair work and improvement projects. Obtains bids and works with Operations Manager for execution. Scheduling/Logistics. Schedules internal rooms and addresses meeting conflicts. Orders and organizes catering orders. Organizes off-site meetings and yearly Holiday employee-recognition celebration. Compliance / Safety. Ensures compliance with legal office requirements such as labor posters, fire/life safety, secure shredding, archiving, first aid, mother's room support, and other items as assigned. Maintains stock of Personal Protective Equipment (PPE) for staff. Vehicles. Organizes and maintains small fleet of vehicles (approx. 10 vehicles) to maintain mileage logs by employee and maintenance logs. Contracting / Finance support. Submits and files annual insurance project certification renewals to clients. Tracks subconsultant certificates of insurance for required projects. Provides notary services and facilitates contract signature/execution by Power of Attorney. Reviews office-related rent and other expense invoices. Processes all checks received. Supports staff in using DocuSign and internal workflow approval system. Executive Administrative support. Provides scheduling support, expense report processing, calendar management, and travel arrangements. Onboarding / New Hire support. Facilitates new hiring process including greeting, and welcome announcements, and working with supervisor/IT to identify and assign a seat location. Provides new hire onboarding session and works with new hires for I9 verification using E-verify. Access / Security. Maintains ID badges for office staff. Maintains visitor registration management system. Coordinates vendor timing and access including freight elevator reservations. Ensures compliance to project-specific security requirements including managing secure filing, and maintaining database of non-disclosure agreements / training certificates. Timecard. Serves as timecard administrator for office. Ensures compliance with timekeeping policy. Continuous Improvement. Maintains the workload of Administration Team to balance efficiency and engagement for each team member. Works with the Office Management Team to recommend and implement improvements that drive better results and engagement for the office. Customer Focus. In addition to supervising and organizing Administrative Team, operates from a perspective of servant leadership while supporting the multiple stakeholders in the New York office. Supports other initiatives and tracking as required. What We Prefer: Ability and judgment to maintain confidentiality Planning, time management and organizational skills Ability to balance multiple tasks and changing priorities Attention to detail Demonstrated ability to compose, edit and proof read written documents (routine letters, business correspondence and reports of varying complexity) Proficiency in Microsoft Word, Excel, and SharePoint Additional Information Click here for benefits information: HNTB Total Rewards Click here to learn more about Equal Opportunity Employer/Disability/Veteran Visa sponsorship is not available for this position. #DG #Administration . Locations: New York, NY . The approximate pay range for New York is $34.91 - $65.45. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. . . . . . . . . . . . . . . . . NOTICE TO THIRD-PARTY AGENCIES: HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.

Posted 30+ days ago

D
DBA Carta, Inc.New York, NY
The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. The Team You'll Work With We're looking for talented Enterprise Account Executives to join our Venture Capital Fund Administration, Established team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors. As a Fund Admin Account Executive, you'll introduce top tier clients to our wide range of product offerings, including portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs. You will also work closely with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and tax professionals. The Problems You'll Solve Communicate the business impact of our product offerings to key decision makers Demonstrate ability to influence through persuasion, negotiation, and consensus-building to identify and sell new opportunities Own sales cycles that are 12-18 months Understand customer needs and requirements and act as a trusted business advisor Drive revenue through strategic outbound prospecting Own the entire sales lifecycle, from lead generation to close Develop a comprehensive sales strategy and sales plan that ensures consistent achievement of goals over the short and long-term About You Bachelor's degree in Business, Finance, Accounting, Economics, or related field 10+ years of account executive experience; enterprise sales a plus In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate) Relevant sales experience, preferably in a SaaS or financial services organization Experience managing a pipeline and closing large contracts Proven ability to execute, especially negotiation and closing Intellectually curious, fast learner Articulate, poised, and concise Flexible and resilient Competitive and driven to achieve goals Nice-to-Haves Experience in venture capital, private equity, institutional investing, or wealth management preferred Salary We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $325,000 OTE in SF and NY $317,150 OTE in Seattle Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

T
Truist Financial CorporationRaleigh, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. The location is flexible. The cities that are listed are options but we can review other locations as needed. JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners Responsible for the successful ongoing execution of assigned management routines Responsible for the successful execution of projects for the Advisory Center line of business Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. College Degree with a preferred emphasis on Business or Finance Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts Leadership qualities and ability to successfully meet competing deadlines and commitments Proven ability to communicate with partners and peers Preferred Qualifications: CTFA or similar designation Advance degree (JD, MBA, etc) Prior direct Trust Administration experience with a book of personal trust accounts Proficiency with various computer and systems applications used to lead the business Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Director, Gift Planning & Estate Administration-logo
The Scripps Research InstituteSan Diego, CA
ABOUT US: Scripps Research is a nonprofit biomedical institute ranked as one of the most influential in the world for its impact on innovation. We are celebrating our 100-year legacy. This significant milestone marks a century of seminal discoveries in immunology, infectious diseases (such as COVID-19, flu, HIV), neuroscience, heart disease, cancer, and more. Located in La Jolla, California, the institute houses six research departments, multiple Nobel laureates, a top-ranked graduate school and a leading postdoctoral training program. We work hand-in-hand with researchers of the Scripps Research Translational Institute and Calibr to merge foundational studies in biology, chemistry and computer science with translational science to produce pioneering drugs and advances in digital and precision medicine. Together, we cultivate new scientific leaders and expand the frontiers of knowledge to deliver medical breakthroughs impacting human health around the globe. If you have a passion for making a difference, this could be your opportunity to join our transformative team. Celebrating a Century: https://100.scripps.edu/ POSITION TITLE: Director, Gift Planning & Estate Administration POSITION SUMMARY: The Director of Gift Planning and Estate Administration is a frontline fundraising position, reporting directly to the Associate Vice President of Principal & Major Gifts. This role is responsible for managing a portfolio of donors and prospects, with a specific focus on cultivating, soliciting, and securing planned gifts. The Director will engage with external prospects, guiding them through the process of making legacy commitments. Additionally, the role includes overseeing the administration of estate gifts, honoring the donor's intentions while ensuring the timely and accurate receipt of bequests and other deferred gifts. RESPONSIBILITIES AND DUTIES: Planned Giving Fundraising & Donor Engagement (80%) Manage a portfolio of 100-125 prospects and donors to solicit and document bequests, charitable trusts, beneficiary designations, and other planned gifts. Develop and execute personalized cultivation strategies to deepen relationships with donors and secure legacy commitments. Collaborate with major/principal gifts officers to integrate planned giving into overall fundraising strategies. Partner with financial advisors, attorneys, and other professionals to identify new planned giving prospects and integrate gift planning into overall fundraising efforts. Conduct donor visits, attend events, and give presentations on estate planning and legacy giving. Estate Gift Administration (20%) Oversee the administration of realized estate gifts, working closely with executors, attorneys, and financial institutions to ensure timely distributions. Review estate documents (wills, trusts, retirement accounts, insurance policies) to document intentions and confirm compliance with donor intent. Work with the Development Services team to ensure accurate documentation of gifts, effective tracking of commitments, and lifetime stewardship of Legacy Circle members. Details of established essential functions for this position will be addressed/discussed during the interview process. REQUIREMENTS: Bachelor's degree required; advanced degree or CFRE/CPA/JD a plus. 5+ years of experience in planned giving, estate administration, or related fundraising. Strong knowledge of charitable gift planning vehicles (bequests, trusts, annuities, beneficiary designations, etc.). Exceptional ability to build relationships, negotiate complex gifts, and engage high-net-worth donors. Comfort discussing estate planning concepts and working with legal and financial professionals. Excellent verbal and written communication skills, with experience presenting to donors and prospects. Ability to travel as needed for donor meetings and events. While subject to change based on business needs, this is an on-campus position requiring a minimum of 4 days per week working onsite from our La Jolla campus, with flexibility to work 1 day per week remotely from home. COMPENSATION: The expected hiring range for this position is $120,000 to $144,000/annually, commensurate with experience. Consideration will be given to experience that exceeds the listed requirements. COMPREHENSIVE BENEFITS INCLUDE: Employer Contributed Retirement Plan - Depending on eligibility, employees receive an employer contributed retirement plan (no employee contribution required) and the option to contribute to a 403(b) (which is similar to a 401(k) using your own pre or post-tax dollars) Full Suite of Health and Welfare plans including three medical plan options (including an HSA available option), dental, vision, life insurance, disability, EAP and more Access to Flexible Spending Accounts (Medical/Dependent Care) Competitive vacation and sick leave policies Free, on-site parking The above statements describe the level of work performed and expected in general terms. The statements are not intended to list all the responsibilities, duties and/or skills required of employees so classified, and the content herein is subject to change due to the business needs of Scripps Research, with or without notice. Furthermore, nothing in this job description shall be interpreted to be in conflict with or to eliminate or modify in any way the employment-at-will status of Scripps Research staff. EEO Statement: The Scripps Research Institute is an Equal Opportunity Employer. We promote diversity of thought, culture, and background in the fields of science. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.

Posted 6 days ago

Revenue Cycle Operations Analyst For Central Administration In NE Portland (Hybrid/Remote)-logo
The Oregon ClinicPortland, OR
Make an Impact at The Oregon Clinic! Premium Benefits, Competitive Pay, and Inspiring Purpose Join us at The Oregon Clinic as a full-time Revenue Cycle Operations Analyst (Hybrid/Remote). Work alongside a collaborative team of patient-focused colleagues in our thriving Central Administration office. Every person at TOC makes a difference in our mission of delivering world-class care with kindness and empathy. As a member of our team, you have the opportunity to make a valuable impact within the local community and our ecosystem of care. By providing patients and internal and external stakeholders with a consistent, efficient, and easy experience, you'll help ensure that patients at The Oregon Clinic receive the highest value care tailored to their needs. Using excellent customer service and communications skills, your primary duties in this role include: Responsible for analyzing accounts receivable, monitoring, and performing advanced and highly complex levels of technical and analytical Revenue Cycle functions. Researches the root cause(s) for variances, accurately identifies process and system deficiencies, and reports key findings to department leadership. Partners with leadership to identify Revenue Cycle performance opportunities and collaborates on solutions. Assist in developing reporting, including building reports in our electronic health record system. Essential responsibilities will include: Monitors and tracks Revenue Cycle KPIs in relation to department targets and goals. Researches and identifies accounts receivable opportunities for maximizing revenue. Researches and identifies systems and solutions to make end-users more efficient and successful. Supports implementation of new features and functionality within Epic. Research root cause analysis of variances as directed. Reports variances to relevant parties. Assists Revenue Cycle leadership in accessing Epic reporting and dashboards. Identifies, researches, and presents findings in a clear way and provides informed recommendations to department leadership. Researches and analyzes Revenue Cycle trends with existing Epic reporting and tools. Identifies denial trends and provides recommendations for prevention. Create and publish monthly/quarterly reporting of KPI's for divisions assigned or as needed. Assist Clinical Informaticist Team with troubleshooting TicketNow requests, developing and testing processes, creating new or modifying existing clinical workflows and training of material as needed. Reviews reimbursement details for existing or new services and provides feedback on deficiencies when identified. Works with TOC Contracting or Payor to resolve contract related payment variances. Manages payer contracts including analysis of contract experience, reviewing actual payments compared to expected reimbursement, plan performance comparisons, and assists with data to support contract negotiations. Identifies insurance issues and notifies department leadership. Prepare RVU modeling and other analysis of fee-for-service contracts. Compiles statistical reports. Other duties as assigned. Salary: Hiring range, based on experience and credentials: $31.95 - $43.19 per hour. Workdays: This role is located at Central Administration office. Hybrid/Remote work is available once training is completed and expectations are met. Typical hours are Monday-Friday, (7:30 am-4:00 pm, Pacific Standard Time (P.S.T.)) Qualifications that support success in this role are based on education, experience and values including: Bachelor's degree in business information systems, Healthcare Administration, Contract Management or relevant field is required. Four (4) years of equivalent experience in lieu of degree will be accepted. Minimum 3-5 years of experience in business analysis, data analysis, or informatics is required. Minimum five (5) years of progress experience in professional and revenue cycle functions in a healthcare setting is required. Previous Revenue Cycle leadership experience is strongly preferred. Minimum two (2) years of EPIC Experience is required. Expert knowledge in Epic Resolute- Professional billing. Advanced proficiency with Windows-based software, including but not limited to the Microsoft Office Suite. Strong analytical skills including the ability to handle large datasets and provide actionable insights. Advanced in Epic Radar Dashboards, Reporting Workbench, and Slicer Dicer. Interviewing/listening skills required to enable talking with individuals and groups about current processes and issues to ask the right questions to yield essential information that will be used to evaluate processes and determine potential solutions. Advanced presentation skills with proficiency in interacting with senior management and physician leadership. Positive attitude and desire to be a team player. Ability to communicate professionally and effectively with patients, physicians and other team members. A commitment to patient-focused care, privacy, and safety. This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve. Make an impact in patient-focused healthcare. Look forward to coming to work and feel good about the work you do - apply today! Premium Benefits: Healthcare: Employee is 100% covered Medical, Dental, Vision, and Prescription Insurance Financial Wellbeing: Generous 401(k) plan and Flexible Spending Account options Work-Life Balance: Paid Time Off plus 8 paid holidays annually Wellness Support: Robust wellness program and employee assistance services Commuter Benefits: 70% of Tri-Met transit pass covered Additional Perks: Employee discounts and optional benefits like Pet Insurance Patients and peers recognize The Oregon Clinic as a top regional healthcare provider and employer. We are: Guided by our values of dedicating to excellence, compassionate and joyful connection, inclusive collaboration, listening humbly, and leading with integrity. The largest physician-owned, multi-specialty medical and surgical practice in Oregon with a team of 1,500 team members across 30 specialties and our business office. Dedicated to providing the highest value care tailored to the needs of each unique patient. Proud to be consistently ranked by our employees as a Top 10 Workplace by The Oregonian. Our Commitments: Diversity, Equity, & Inclusion: We are more than an Equal Opportunity Employer. We welcome and embrace differences and a diversity of backgrounds. Our goal is for patients, physicians, and team members to see and feel diversity, equity, safety and inclusion in all aspects of their interactions with TOC clinics and administration. A safe workplace: We are an alcohol and drug-free workplace for the safety of our patients and employees. Offers are contingent on successful completion of drug and background screenings.

Posted 2 weeks ago

Senior RN Case Manager - BSD Administration-logo
Southcentral FoundationAnchorage, AK
Senior RN Case Manager: Hiring Range $89,918.40 to $122,886.40 Pay Range $89,918.40 to $139,360.00 Hiring Incentives Sign on bonus Relocation Summary of Job Responsibilities: The Southcentral Foundation (SCF) Senior RN Case Manager is responsible for the delivery of appropriate, timely, and beneficial care for customer-owners which promotes quality and cost-effective health care outcomes working within established standards for case management practice and Advance Access principles. In addition to RN Case Manager duties, the Senior RN Case manager is responsible for mentoring and coaching staff assigned to them on the Nuka System of Care. Minimum Qualifications: SCF programs are established to serve a primary population comprised of Alaska Native people who are affiliated with Cook Inlet Region, Inc. (CIRI) and Alaska Native and American Indian people within SCF's geographical service area. Employees should have a thorough understanding of the cultures and the needs of this population. Such knowledge is critical to ensure the achievement of SCF's vision of a Native Community that enjoys physical, mental, emotional, and spiritual wellness, and mission of working together with the Native Community to achieve wellness through health and related services: Graduate of an accredited school of nursing. Licensed in the State of Alaska as a Registered Nurse. Basic Life Support (BLS) certification is required. ACLS, NRP, ATLS, ALSO and PALS as required for specialty. Demonstrated proficiency as a RN Case Manager at SCF or two (2) years RN supervisory or management experience. Native Preference: Under P.L. 93-638, as amended, the company pursues a policy of Native preference in hiring, contracting and training. SCF Human Resources must receive certification before applicants receive preference. Employee Health Requirements: Compliance with our Employee Health procedure is a condition of SCF employment. You are required to agree that you will comply with all job-related employee health screening and immunizations prior to your first day of employment. Jobs designated as a Health Care Personnel (HCP) position, requires that you have documentation that you have completed the following immunizations prior to your first day of employment: MMR (Measles, Mumps and Rubella, Varicella (Chicken Pox), Hepatitis B, Influenza, T-dap (Tetanus- Diphtheria- Pertussis) and Covid-19 Vaccine.

Posted 2 weeks ago

Supervisor, Center Administration-logo
Humana Inc.Corpus Christi, TX
Become a part of our caring community and help us put health first The Supervisor, Center Administration plans and directs the work of professional and support personnel who provide outpatient care to patients in a clinical setting. The Supervisor, Center Administration works within thorough, prescribed guidelines and procedures; uses independent judgment requiring analysis of variable factors to solve basic problems; collaborates with management and top professionals/specialists in selection of methods, techniques, and analytical approach. The Supervisor, Center Administration helps develop and leads implementation for staffing plans, policies and procedures for the facility and works closely with clinicians to ensure optimal patient outcomes. Decisions are typically are related to schedule, plans and daily operations. Performs escalated or more complex work of a similar nature, and supervises a group of typically support and technical associates; coordinates and provides day-to-day oversight to associates. Ensures consistency in execution across team. Holds team members accountable for following established policies. Use your skills to make an impact Required Qualifications: Must be able to work on-site at assigned Center(s). 3+ years of operational leadership experience within a multi-physician office or clinical group, including front of house management and clinical operations, along with direct leadership experience and a demonstrated ability to lead, coach, and mentor teams. Primary Care experience, full-risk VBC experience, understanding of state and federal healthcare regulations. Experience with Electronic Medical Record (EMRs) or Health Information Management (HIMs) systems and knowledge of various software tools. Proven interpersonal skills with the ability to interface effectively both internally and externally with a wide range of people including physicians, office staff, hospital executives, medical groups, IPA's, community organizations and other health plan staff. Job is considered patient facing and is part of Humana's Tuberculosis (TB) screening program. Candidates selected for this job will be required to be screened for TB. Candidates selected for this job will be required to adhere to Humana's flu vaccine policy. Current CPR certification Associates working in the State of Florida will need ACHA Level II Background clearance. Preferred Qualifications: Bachelor's degree, preferably in Business Administration, Healthcare Administration, or a related field; or, in lieu of a bachelor's degree, 5+ years of Healthcare Administration/Leadership experience Basic knowledge of Population Health Strategy Familiarity with Medicare Experience managing a budget of $500,000+ Work Schedule: Full Time / 40 Hours / M-F / 8a-5p Job Type: Clinic/Center Administration Specialty: Primary Care for Seniors Position Type: Clinic / On-site Additional Information This role is considered patient facing and is part of Humana's Tuberculosis (TB) screening program. If selected for this role, you will be required to be screened for TB. Benefits: Humana offers a variety of benefits to promote the best health and well-being of our employees and their families. We design competitive and flexible packages to give our employees a sense of financial security-both today and in the future, including: Health benefits effective day 1 Paid time off, holidays, volunteer time and jury duty pay Recognition pay 401(k) retirement savings plan with employer match Tuition assistance Scholarships for eligible dependents Parental and caregiver leave Employee charity matching program Network Resource Groups (NRGs) Career development opportunities Alert: Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from Humana@myworkday.com with instructions on how to add the information into your official application on Humana's secure website. Scheduled Weekly Hours 40 Pay Range The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $58,700 - $70,400 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. Description of Benefits Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. About Us About Conviva Senior Primary Care: Conviva Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more. As part of CenterWell Senior Primary Care, Conviva's innovative, value-based approach means each patient gets the best care, when needed most, and for the lowest cost. We go beyond physical health - addressing the social, emotional, behavioral and financial needs that can impact our patients' well-being. About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. Equal Opportunity Employer It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Posted 6 days ago

Patient Administration Technician - Marshall Islands-logo
Acuity InternationalCape Canaveral, FL, FL
Our vision aims to empower our clients by actively leveraging our broad range of services. With our global presence, we have career opportunities all across the world which can lead to a unique, exciting and fulfilling career path. Pick your path today! To see what career opportunities we have available, explore below to find your next career! Please be aware of employment scams where hackers pose as legitimate companies and recruiters to obtain personal information from job seekers. Please be vigilant and verify the authenticity of any job offers or communications. We will never request sensitive information such as Social Security numbers or bank details during the initial stages of the recruitment process. If you suspect fraudulent activity, contact us directly through our official channels. Stay safe and protect your personal information. Location: Marshall Islands The Patient Administration Tech (PAT) is responsible for routine and urgent administrative support to help keep healthcare sites running efficiently. Duties and Responsibilities: The Patient Administration Technician (PAT) will often be the very first person with whom a patient communicates upon entering the medical facility. Customer service skills are paramount for this position. Must be familiar with the different beneficiary categories in theater, and be able to communicate eligibility requirements and billing procedures (when necessary) to the healthcare facility staff. Must be able to articulate the scope of service available at the facility to better accommodate patients' requests for services. Will often function as the liaison between the patient, the patient's employer, and the provider. Interpersonal skills and an in-depth knowledge of the installation on which the PAT will serve are integral to success. Be responsible for guiding the patient through his or her entire encounter in the facility (from reception to discharge) including facilitating follow-up visits for recurring care, upon the providers' requests. Play an integral role in mass casualty exercises and medical evacuation procedures. Be responsible for maintaining accountability for personal property assigned to them as a staff member (computer equipment, personal protective equipment (PPE), etc) and for property assigned to the section. The PAT will track admitted patients until discharge, keeping inventory and securing their belongings until the patient requests release. Assists with the managing of day-to-day activities and prioritizing tasks. Operates personal computer to access e-mail, electronic calendars, and other basic office support software. Complies with all applicable Acuity standards and guidelines. All personnel will document work performed, update patient files, as required, and follow up to close out action items. Attends and participates in a variety of meetings and task force groups to improve quality and outcomes, communicate issues, obtain approvals, resolve problems, and maintain a specific level of knowledge pertaining to new developments, new task efforts, and new policy requirements. Other duties as assigned. Qualifications: A minimum of 2 years of experience as a Patient Administration Tech is preferred. Prior training or employment in a medical facility in an administrative capacity is required. Prior military service as a Patient Administration professional preferred. Familiarization with medical terminology is preferred. Must have superb communication, computer/typing, and organizational skills. Have and maintain current certification in Cardio Pulmonary Resuscitation (CPR). Must be current in all required certifications. Participate in training, (including HIPAA training). All healthcare providers must have current clinical experience in direct patient care and have worked a minimum of 6 of the last 12 months in the desired career field. Must have a valid, current driver's License. Must have a valid U.S. passport with no less than 6 months remaining before expiration. Requires a favorable security background check and drug screen. Shall be proficient in the ability to speak, write, and communicate in English. Requires a favorably adjudicated CNACI investigation conducted by the Department of Defense. Must sign an International Assignment Agreement (IAA) and is bound to the terms and conditions of the IAA. Physical Requirements and Work Conditions: Must be confirmed by a medical examination to be "medically and dentally fit" per Acuity Medical Readiness Guidelines and Policies and/or as dictated by the Client. Work involves sitting and standing for prolonged periods of time. Work is normally performed in a typical interior/office work environment; travel to Kwajalein is required by air. Acuity International is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, national origin, age, protected veteran status, or disability status. For OFCCP compliance, the taxable entity associated with this job posting is: Acuity-CHS, LLC

Posted 30+ days ago

D
DBA Carta, Inc.New York, NY
The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Senior Corporate Counsel- Fund Administration Compliance, you'll work to: Build the compliance controls and team to support Carta's US Fund Administration business Partner with the Go-To-Market, Delivery, Legal and Compliance, Treasury, Product, and Engineering teams to design, implement and test policies and procedures for: Fund accounting, functional, and treasury team operations Licensing/training for applicable team members (e.g. CPA) Payment technology/operation and money movement (including ACH and wire payments) Tax preparation and tax advisory services Security incident investigation and response Support new product and operations compliance, including participating in Fund Admin business and R&D meetings to stay abreast of upcoming initiatives and initiate development of controls, as necessary Partner with the Anti-Money Laundering Compliance team to ensure coordinated and aligned responses to requests and inquiries Leading and directing responses to customer and regulatory inquiries Develop and conduct applicable compliance trainings Develop risk assessments in conjunction with Carta's Risk team Supervise and direct an annual business audit of Fund Administration business Evaluate client behaviors and fund activity patterns to identify potential risks such as fraud, suspicious transactions, or regulatory non-compliance. The Team You'll Work With You'll be joining Carta's Global Legal and Compliance team and you will work closely with the US Fund Administration business and R&D teams. We are committed to working collaboratively, transparently and efficiently. We are committed to excellence in our work, a growth mindset and continuous improvement and developing a deep understanding of our products and services as well as the broader business context in which our clients operate so that we can deliver innovative and creative solutions. We require a strong bias to action for driving results while protecting Carta's core values and interests. Above all, we are looking for a team member who will partner with other groups to help them navigate through challenging issues, and bring a business-oriented, pragmatic mindset to solving legal and compliance challenges in a fast-scaling company. About You In this role you bring the following qualities: Ability to identify areas in need of improvement, roll up your sleeves and partner to design, document, implement and test these improvements You'll be working to simplify solutions and communicate them with your partners A change agent. You'll interact with the business and operations teams in order to master your craft and improve the fund accounting landscape Curiosity. Dive in and ask questions, understand the context of the business, explain the why where needed, develop solutions in harmony with Carta's business Tech-focused. We're at the forefront of accounting and technology, where you'll work directly with product teams Attorney licensed in at least one U.S. jurisdiction, with 7+ years of legal and/or compliance experience supporting complex businesses and product development required Prior in-house experience in a legal and/or compliance role preferred Experience evaluating business activity for red flags, suspicious behavior, or control gaps in fund administration, financial services, or fintech contexts Strong judgment in distinguishing operational irregularities from compliance risks. At Carta, you're not just an employee. You're a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta's Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets. Salary Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation range for this role is, if based in New York, NY: $222,400 - $278,000 Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

Payroll Specialist For Central Administration In NE Portland (Hybrid/Remote)-logo
The Oregon ClinicPortland, OR
Make an Impact at The Oregon Clinic! Premium Benefits, Competitive Pay, and Inspiring Purpose Join us at The Oregon Clinic as a full-time Payroll Specialist (Hybrid/Remote). Work alongside our collaborative team at the Central Administration office located in NE Portland. Every person at TOC makes a difference in our mission of delivering world-class care with kindness and empathy. As a member of our team, you have the opportunity to make a valuable impact within the local community and our ecosystem of care. By providing patients and internal and external stakeholders with a consistent, efficient, and easy experience, you'll help ensure that patients at The Oregon Clinic receive the highest value care tailored to their needs. Using excellent customer service and communications skills, your primary duties in this role include: Responsible for the day-to-day administration of the TOC payroll and timekeeping systems. Manage various other payroll activities, including answering employee questions and responding to customer requests. Processes bi-weekly and monthly payroll within required timeframes. Processes terminated employees in the timeframe required by law. Processes new hires. Provide training and materials to internal customers for timesheets as needed. Assist with troubleshooting problems and concerns with timekeeping system as needed. Inputs and updates all HR/Payroll data in the HRIS system. Assist with troubleshooting problems and concerns with the timekeeping system. Prepares Payroll/HR Reports and distributes to appropriate personnel. Updating records as needed. Other duties as assigned. Salary: Hiring range, based on experience and credentials: $26.43-$35.75 per hour. Workdays: This role is located at the Central Administration Office. Remote/Hybrid work options are available after training completion and meeting expectations. One day onsite is required each week. Typical hours are Monday-Friday, (7:00 am-4:00 pm). Qualifications that support success in this role are based on education, experience and values including: Minimum of two (2) years of experience in a healthcare setting, healthcare insurance company, or managed care organization is strongly preferred. Preference for EPIC knowledge, strong customer service skills, experience in medical billing, and handling large patient call volumes. Knowledge of CPT and ICD-10 codes, & experience with insurance Companies in a work setting. Excellent customer services skills, including having exceptional patience skills. Strong analytical, organizational and time management skills; excellent verbal and written communication skills. Demonstrated ability to initiate, work independently, and effectively multitask. Excellent attendance and work ethic. Positive attitude and desire to be a team player. Ability to communicate professionally and effectively with patients, physicians and other team members. A commitment to patient-focused care, privacy, and safety. This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve. Make an impact in patient-focused healthcare. Look forward to coming to work and feel good about the work you do - apply today! Premium Benefits: Healthcare: Employee is 100% covered Medical, Dental, Vision, and Prescription Insurance Financial Wellbeing: Generous 401(k) plan and Flexible Spending Account options Work-Life Balance: Paid Time Off plus 8 paid holidays annually Wellness Support: Robust wellness program and employee assistance services Commuter Benefits: 70% of Tri-Met transit pass covered Additional Perks: Employee discounts and optional benefits like Pet Insurance Patients and peers recognize The Oregon Clinic as a top regional healthcare provider and employer. We are: Guided by our values of dedicating to excellence, compassionate and joyful connection, inclusive collaboration, listening humbly, and leading with integrity. The largest physician-owned, multi-specialty medical and surgical practice in Oregon with a team of 1,500 team members across 30 specialties and our business office. Dedicated to providing the highest value care tailored to the needs of each unique patient. Proud to be consistently ranked by our employees as a Top 10 Workplace by The Oregonian. Our Commitments: Diversity, Equity, & Inclusion: We are more than an Equal Opportunity Employer. We welcome and embrace differences and a diversity of backgrounds. Our goal is for patients, physicians, and team members to see and feel diversity, equity, safety and inclusion in all aspects of their interactions with TOC clinics and administration. A safe workplace: We are an alcohol and drug-free workplace for the safety of our patients and employees. Offers are contingent on successful completion of drug and background screenings.

Posted 2 weeks ago

Research Administrator, Post Award Iii, School Of Medicine, Pediatrics Research Administration Services-logo
Emory UniversityAtlanta, GA
Discover Your Career at Emory University Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community. Description KEY RESPONSIBILITIES: Supports the day-to-day activities of a team of Post-Award Specialists. Monitors workload distribution and raises any concerns to the Research Administration Services (RAS) director. Provides guidance to team members, as appropriate. Coordinates with RAS Director regarding pre-award activities, issues resolution, and workload distribution. Ensures strong levels of customer service to faculty and departments being served. Works with Pre-Award team lead to coordinate inter-team meetings to facilitate collaboration between the pre-award and post-award teams, as necessary and appropriate. Manages post-award activities within a RAS unit in support of an assigned portfolio of grants and contracts within one or more units (i.e., school, department, division, institute, or center) using knowledge of grant and contract management rules and regulations, technical expertise, and analytical skills. Post-award activities include regular review, reconciliation, and projection of award finances, preparing adjustments and corrections to award budgets, preparing financial reports, and at the end of the award, ensuring all financial requirements have been met and closing out the award. Interacts regularly with and provides high quality customer service to faculty members conducting sponsored research. Ensures adherence to quality standards and all policies and award regulations. Creates high-quality written reports. Upon award acceptance, defines account establishment parameters, including billing and reporting requirements, budget, and cost sharing obligations. Sets up award in financial system. Distributes award information to PIs, co-PIs and relevant staff and other RAS units. Coordinates with relevant individuals to make adjustments to payroll for all budgeted positions (including relative cost sharing positions). Reviews and reconciles award expenditures and budgets, making adjustments, as necessary. Projects and forecasts future award expenditures. Manages budget, reporting and compliance timelines through the lifecycle of the grant or contract. Communicates with PIs on a regular basis regarding budget and expense adjustments and revisions. C ompletes financial reports to be sent to sponsor, as required by the award terms and conditions. Monitors compliance with agency and University regulations regarding reporting. Completes invoice and submits to sponsor (for certain award types only). Assists PIs with non-financial report submissions, as necessary. Coordinates and submits requests for No Cost Extensions, Carryover, rebudgeting requests, changes in scope, and other changes to the award; ensures all requests are done in compliance with sponsor guidelines and University policies. Facilitates the approval of invoices to pay subcontractors. Reviews effort reports and manages quarterly effort certification process for assigned units. Applies federal and university rules to management of effort allocation appropriately for individuals compensated whole or in part from federal awards. Assists in transferring awards out of the university. Closes out all funded projects consistent with university process and timelines. Performs related responsibilities as required. MINIMUM QUALIFICATIONS: Bachelor's degree and five years of experience related to grants and contracts management OR an equivalent combination of education, training and experience. Knowledge of federal rules and regulations/terms and conditions relating to research grant and/or contract activity. Knowledge of the PeopleSoft Financial System preferred. NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University location as needed and at times, on short notice. Emory reserves the right to change this status with notice to employee. Additional Details Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD). Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week's advance notice is preferred.

Posted 30+ days ago

Manager, Grants And Contracts Administration-logo
TgenPhoenix, AZ
Description There's a buzz in the offices and hallways at TGen. A sense that something big is about to happen, and a feeling of satisfaction in knowing you're part of that team. No matter the role, every TGen employee contributes to success. Together, we work toward a common goal: improving medicine to enhance a patient's quality of life. It's not all biomarkers and sequencing; it is a mix of humanity improving the human condition. Find your role at TGen, in an environment ignited by a profound purpose. The work in our laboratories and offices leads to innovative scientific breakthroughs and improved quality of life. Collectively, we offer renewed hope to patients worldwide through our highly-specialized precision medicine approach that places the patient at the heart of all our work. For individuals faced with a dire medical condition, that story can be powerful and transformative. It can pinpoint a diagnosis, and lead to more precise and individual treatments. That's because TGen rapidly translates genomic research into medical practice by collaborating with the most progressive scientific and medical minds worldwide. If you're looking for a job with purpose, you'll find it at TGen. We are a human-centric organization that translates to our employees. Some of the perks in working for us: BC/BS of Arizona health coverage. Dental, Vision, Life, Short and Long Term Disability Top notch EAP with a full scope of concierge type services 401k with 6% match Generous time off Commuter benefits Much, much more! TGen is looking for a Manager, Grant and Contract Administration to manage the Institute's pre- and post-award grant administration, including all training grants and larger program project grant applications with moderate supervision. The position also requires extensive interaction with faculty, Business Development, Finance, and legal regarding the administration and negotiation of industry contracts. Leads, under the direction of the Sr. Director, Office of Sponsored Research, in the development of policies and plans for the activities and management of grants, contracts, and related research requirements. Maintains current knowledge of Institute and federal, state, and agency guidelines for Sponsored Research administration. Works with the Finance Office to oversee the post-award financial grants management, including communication with external sponsors in regard to budget reallocations and reporting. Reviews, processes and negotiates all consortium/contractual agreements and provides Finance with original executed agreement. Reviews labor distribution and effort commitments. Monitor project progress against milestones. Primarily responsible for the Institute's special projects and executive faculty research (e.g. training grants including all K awards and R25 program project grants including P01s, P50s, cooperative grants such as U01s, STTRs and SBIRs) and act as primary liaison with program area administrators and PIs on all aspects of their grants, including pre and post-award issues Assists researchers in grant proposal preparation, including budget construction, administrative documents, and formatted proposal per the sponsor's requirements. Submits, in conjunction with the PI, Just-in-Time information, re-budgeting, and interim and final (closeout) reports required for award. Reviews labor distribution and effort commitments. Monitor project progress against milestones. Administer the processing of research agreements. Oversee the preparation, review, filing, and entering of grants and contracts into the Cayuse Research Administration system and follow-up on the status of grant applications, program/project proposals and research agreements. Provide grant management for awarded projects including progress report preparation/submission, subcontract monitoring/execution, sponsor approvals, and close out documentation. Develops and provides standard and ad hoc reports on sponsored research for the Sr. Director of Sponsored Research and other Senior Leadership. Supervises two Grant & Contract Administrator staff members Requirements Bachelor's degree in Business Administration, Finance, accounting, or related field required 5+ years of demonstrated experience with pre- and post-award experience at a non-profit research institution or university/college required Research administration experience and/or understanding of pre-award administration preferred. Working knowledge: Federal, state, and agency policy guidelines Cost accounting standards (uniform guidance requirements) Ability to interpret grant application instructions (RFAs, PAs, and RFPs) Ability to work with minimum supervision Excellent interpersonal, analytical, communication and organizational skills Ability to work in and adjust to a growing and dynamic environment Strong writing skills and ability to draft business documents Attention to detail

Posted 30+ days ago

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Top Level PromotionsJacksonville, FL
Office Administration Support – Entry-Level (Part-Time or Full-Time) About the Job Position This flexible opportunity is open to individuals located in or near Jacksonville, Florida. Remote options are available, and all responsibilities are completed off-site. This entry-level position involves basic administrative support such as organizing data, compiling consumer feedback, handling simple email communication, light recordkeeping, and assisting with day-to-day office operations. The role is ideal for someone seeking to grow experience in administrative tasks by following structured, online assignments. Who We Are Top Level Promotions collaborates with national and regional brands to improve how their products and services perform in real-world settings. Through simple task-based projects, we enable individuals to share observations that help shape better user experiences. We're currently expanding in the Jacksonville area and seeking a detail-oriented administrator who can manage basic tasks independently using a home computer. Industries We Support: Office and Administrative Services Marine and Coastal Industries Healthcare and Medical Supplies Digital Communications and Technology Food and Beverage Innovation Education and Learning Products Transportation and Logistics Health and Lifestyle Brands E-commerce and Subscription Services Small Business and Local Retail Jacksonville-Based Projects Jacksonville is a vibrant city known for its strong maritime economy, growing healthcare sector, and expanding transportation and logistics industries. The city's extensive coastline supports marine-related businesses while also fostering a lifestyle centered around outdoor activities and cultural diversity. Local brands emphasize innovation, community well-being, and sustainable growth. Your involvement in assignments tied to these sectors will help companies better tailor their products and services to meet the evolving needs of Jacksonville's diverse population, balancing urban growth with coastal living. Requirements Reliable high-speed internet connection Desktop or laptop computer with a webcam and microphone Quiet, distraction-free area for completing assignments Key Skills Professional written communication Self-direction and good time management Ability to use spreadsheets and basic online platforms Strong accuracy and attention to task details Benefits Flexible scheduling — part-time or full-time availability Remote options available — complete assignments from the location that suits you Share insight on commonly used services and goods No experience necessary — all tasks come with clear instructions Future assignments available based on reliability and task quality No office commute needed You choose where you work Compensation Pay ranges from $18.50 to $36.00 USD per hour depending on the complexity and type of each assignment. Experience No previous experience is needed. Each assignment includes simple instructions and support materials. How to Apply If you're based in Jacksonville and looking for flexible, entry-level work with remote options, we encourage you to apply online today.

Posted 30+ days ago

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Top Level PromotionsBaltimore, MD
Office Administration Support – Entry-Level (Part-Time or Full-Time) About the Job Position This flexible opportunity is open to individuals located in or near Baltimore, Maryland. Remote options are available, and all responsibilities are completed off-site. This entry-level position involves basic administrative support such as organizing data, compiling consumer feedback, handling simple email communication, light recordkeeping, and assisting with day-to-day office operations. The role is ideal for someone seeking to grow experience in administrative tasks by following structured, online assignments. Who We Are Top Level Promotions partners with companies to help them better understand how their products and services perform in the real world. Through digital task-based assignments, we provide structured opportunities for individuals to contribute to projects that shape decision-making. We're currently growing our Baltimore network and are looking for a reliable administrator who can complete tasks independently using standard computer tools. Industries We Support: Administrative Office Support Health Care and Patient Experience Shipping, Logistics, and Maritime Services Education and Training Platforms Consumer Goods and Essentials Local and Specialty Food Brands Digital Media and Communications Transportation and Mobility Products Retail and Online Shopping Platforms Urban Planning and Environmental Projects Baltimore-Based Projects Baltimore is a city of innovation, history, and resilience, known for its dynamic neighborhoods and strong presence in healthcare, education, and port-related industries. Home to major medical institutions, universities, and one of the busiest seaports on the East Coast, the city provides companies with access to informed and diverse consumers. Your feedback may contribute to refining healthcare services, improving digital tools, or enhancing the customer experience for urban professionals and families. Local projects may reflect Baltimore's unique cultural energy and its reputation for blending community values with industry leadership. Requirements Stable high-speed internet access Laptop or desktop computer with a working webcam and microphone Quiet, organized workspace for completing assignments Key Skills Effective written communication Independent work habits and self-discipline Comfort using common online platforms and spreadsheets High attention to accuracy and detail Benefits Choose full-time or part-time hours based on your schedule Remote options available — complete tasks from a setting that works for you Contribute insights on real-world products and services Entry-level friendly — each assignment includes simple instructions Ongoing opportunities based on consistency and reliability No office commute needed You choose where you work Compensation Hourly pay ranges from $18.50 to $36.00 USD, depending on assignment type and complexity. Experience No previous experience is needed. Clear, step-by-step instructions are provided for every project. How to Apply If you're located in Baltimore and are interested in flexible, entry-level work with remote options, please apply online to get started.

Posted 30+ days ago

T
Top Level PromotionsBuffalo, NY
Office Administration Support – Entry-Level (Part-Time or Full-Time) About the Job Position This flexible, remote position is open to individuals living in or near Buffalo, New York. There is no requirement to report to a physical office. All tasks are completed off-site. The role is well-suited to those looking for basic, entry-level administrative work. Typical duties include data organisation, compiling product feedback, updating simple records, handling routine email communication, and supporting general office functions. You'll have the ability to set your own schedule while contributing to ongoing consumer research efforts. Who We Are Top Level Promotions is a project-based consulting group that partners with consumer brands to collect reliable public feedback. Through straightforward administrative assignments, we help companies improve their services, products, and user experiences. As we expand operations in the Buffalo area, we are looking for reliable, detail-oriented individuals who are comfortable with independent task completion and entry-level responsibilities. Industries We Support: General Administrative Support Environmental Research and Energy Awareness Delivery and Transportation Logistics E-commerce and Digital Shopping Apparel, Accessories, and Footwear Food, Grocery, and Beverage Products Vehicle Services and Automotive Supplies Software and Communication Platforms Customer Relations and Online Assistance Education Tools and Academic Services Broadcast, Social, and Streaming Media Health Services and Wellness Programs Manufacturing and Production Lines Pet Goods and Care Items Recreation and Outdoor Equipment Travel and Lodging Services Toys, Games, and Hobby Supplies Consumer Behavior and Trend Analysis Buffalo-Based Projects Some projects may reflect Buffalo's strengths in healthcare, education, manufacturing, and logistics. As a city known for its revitalization, strong community ties, and regional influence across Western New York, Buffalo provides valuable consumer perspectives that shape smarter business decisions. Qualifications Stable internet access Desktop or laptop with webcam and microphone A quiet, distraction-free environment for work Key Skills Basic writing and communication abilities Independent work habits and good time management Comfort with digital forms and basic spreadsheets High attention to accuracy and detail Benefits Select part-time or full-time hours that work for you Remote — perform tasks from a location that suits you Contribute feedback on everyday products and services No experience needed — guidance and task examples provided Eligible for ongoing project work if reliable and consistent No office commute needed You choose where you work Compensation Pay ranges from $18.50 to $36.00 USD per hour, based on task type, length, and complexity. Experience No previous experience required. All assignments include simple instructions and step-by-step guidance. How to Apply If you live in Buffalo and are seeking flexible, remote work with entry-level responsibilities, please submit your application online to get started.

Posted 30+ days ago

T
Top Level PromotionsAkron, OH
Office Administration Support – Entry-Level (Part-Time or Full-Time) About the Job Position This entry-level remote role is ideal for individuals based in Akron, Ohio. Depending on your skills and interests, tasks may include data organization, product evaluations, reviewing consumer insights, updating spreadsheets, basic email communication, or assisting with internal documentation. With a flexible schedule and a home-based setup, you'll contribute to projects supporting both national and U.S. market research. About Us Top Level Promotions is a remote-first research and consulting firm working with major brands to collect meaningful consumer feedback. We run digital projects such as product testing and service evaluations that help companies better understand the real needs of everyday consumers. Our Akron-based remote team is growing, and we're looking for detail-focused, dependable individuals who work well independently. Industries We Serve Include: Administrative Services Energy & Environmental Sciences Airlines & Transportation E-commerce & Online Retail Apparel/Textiles Automotive Food & Beverage Technology & Digital Communications Customer Service & Support Data Organization & Analysis Education Media & Entertainment Health Care Manufacturing Marketing Research Outdoor Gear & Recreation Pet Products Hospitality & Food Service Travel & Tourism Toy & Game Industry Akron-Focused Projects Some assignments may focus on Akron's local industries, demographics, and consumer preferences. Long known as the “Rubber Capital of the World,” Akron has evolved into a hub for biomedical research, education, and advanced manufacturing. Its strong community ties, innovative spirit, and mix of urban and suburban neighborhoods make it an ideal market for gathering real-world insights. Your contributions will help companies better understand and serve this dynamic city. Qualifications Reliable high-speed internet connection Laptop or desktop computer with webcam and microphone Quiet, organized workspace at home Key Skills Strong written and verbal communication Dependability and self-managed work habits Familiarity with common digital tools and platforms Attention to detail and commitment to confidentiality Benefits Fully remote role — no commuting required Flexible part-time or full-time hours available Opportunity to provide feedback on real products and services Potential for ongoing assignments based on consistency and performance Compensation Pay ranges from $18.50 to $36.00 USD per hour, depending on assignment type and complexity. Experience No prior experience required. Support and resources are provided to help you start with confidence. How to Apply If you are located in Akron, Ohio, and interested in a flexible remote position, please apply online to get started.

Posted 30+ days ago

T
Top Level PromotionsDallas, TX
Office Administration Support – Entry-Level (Part-Time or Full-Time) About the Job Position This flexible opportunity is open to individuals living in or near Dallas, Texas. Remote options are available, and all responsibilities are carried out off-site. This entry-level position is ideal for those seeking basic administrative work. Common tasks may include organizing data, compiling consumer feedback, updating records, managing routine emails, and providing light office support. You'll have the ability to create your own schedule while contributing to meaningful projects focused on real consumer input. Who We Are Top Level Promotions is a digital consultancy that works alongside established brands to gather genuine feedback from everyday people. Our project-based assignments are simple to complete and provide companies with valuable insights to shape their products and services. As we grow in the Dallas area, we're seeking dependable, detail-focused individuals who are comfortable completing basic office support work independently. Industries We Support: Administrative and Clerical Services Environmental and Energy Sectors Transportation and Logistics E-commerce and Retail Apparel and Consumer Goods Food and Beverage Automotive Products and Services Technology and Communication Tools Customer Service and Experience Digital Education and e-Learning Media and Entertainment Healthcare and Wellness Manufacturing and Processing Pet and Animal Care Products Outdoor and Recreational Equipment Travel and Hospitality Toys, Games, and Lifestyle Products Consumer Research and Feedback Dallas-Based Projects Some projects may focus on Dallas's diverse economy, including transportation, telecommunications, technology, healthcare, and food services. With its fast-paced business environment and cultural diversity, Dallas offers a broad range of consumer insights that help companies tailor products more effectively. Qualifications Consistent internet access Desktop or laptop with webcam and microphone Quiet, organized workspace Key Skills Clear written communication Ability to manage time and tasks independently Comfort with basic spreadsheets and online forms Strong attention to detail and accuracy Benefits Flexible part-time or full-time hours Remote options available — complete assignments from your preferred environment Share feedback on everyday products and services No experience necessary — onboarding included with tasks Ongoing assignments for reliable contributors No office commute needed You choose where you work Compensation Pay ranges from $18.50 to $36.00 USD per hour depending on task type and complexity. Experience No prior experience is needed. Each assignment includes step-by-step instructions to help you complete tasks confidently and accurately. How to Apply If you're based in Dallas and looking for flexible, entry-level work with remote options, we encourage you to apply online and get started.

Posted 30+ days ago

AllianceBernstein Holding LP logo

Fund Administration Accounting Manager

AllianceBernstein Holding LPNashville, TN

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Job Description

Who You'll Work With:

We are seeking a Nashville, TN based candidate to fill a Fund Administration Manager role within Global Fund Administration. The Global Fund Administration department ("GFA") is responsible for the oversight of approximately 600 pooled investment vehicles domiciled in the US, Luxembourg, Cayman Islands, as well as other global jurisdictions. These investment vehicles include 1940 Act mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), Luxembourg UCITS & AIFs, UK OEICs, Delaware Business Trusts (DBTs), hedge funds and alternative & structured products.

GFA has staff in the US, Luxembourg and Pune who oversee the day-to-day Net Asset Value ("NAV") calculation as well as the regulatory and client reporting requirements for each product and distribution channel. GFA also provides support and guidance to AB's business units including Portfolio Management, Legal & Compliance, Product Management & Development, Marketing, Sales, Transfer Agent, Investor Relations as well as external business partners.\

What You'll Do:

The Fund Administration Manager is a hands-on position overseeing all activities for a group of pooled vehicles. The role entails ensuring the accuracy and timeliness of team deliverables as well as ensuring all requirements of our internal and external customers are managed efficiently and effectively. The position will multi-task, problem solve & troubleshoot, analyze and effectively communicate. The role is also expected to interact with and manage external business partners as well as initiate and lead strategic business and process improvement initiatives. The Fund Administration Manager will be responsible for managing a team which includes a supervisory Team Leader and Fund Administration Analysts. The role is expected to provide direction, guidance and training plans for team members as well as routine feedback and goal setting.

Describe the applications and business or enterprise functions the role supports:

GFA supports all activities associated with pooled investment vehicles for the firm. GFA's mission is to provide "Best in Class Service" to each of our internal and external customers which includes, but not limited to, Portfolio Management, Legal & Compliance, Product Management & Development, Marketing, Sales, Transfer Agent, Investor Relations and business partners such as administrators and audit firms.

What We're Looking For:

The ideal candidate would have a minimum of 7 years of experience in the mutual fund or finance industry as well as a 4-year college degree with a business major (preferably accounting or finance). Experience with a fund administrator or audit firm is preferred. As this role has management responsibilities, experience in a managerial capacity is required. The candidate should have proficient accounting knowledge, preferably in fund valuation. The role requires excellent analytical skills, communication skills, organizational skills and problem-solving skills. The candidate should possess proficiency in standard desktop applications such as Excel, Outlook, Word. Advanced Excel skills such as macro writing would be a plus.

  • Provide support, guidance and constructive feedback to team members on their tasks and assume responsibility of such as needed, which includes:
  • Oversee and analyze NAV calculation performed by delegated service provider for accuracy
  • Assist in audit coordination, audit query resolution and provide feedback on financial statements
  • Support jurisdictional tax and other regulatory reporting requirements
  • Understand trial balance activities including income, expenses (including management & incentive fees), derivative transactions, currency implications and dividend distributions
  • Research and resolve any identified operational issues and notify management accordingly
  • Ensure the team's deliverable deadlines are appropriately resourced, monitored and achieved
  • Authorize, review and/or make critical decisions related to activities and funds within team
  • Provide timely feedback and support to internal and external queries or requests
  • Effectively collaborate and communicate with team members, intra- and interdepartmental colleagues and business partners
  • Initiate process documentation, training plans, improvement proposals and implementation
  • Lead ad hoc strategic business projects including fund launches, liquidations, exploratory data requests, etc.
  • Ensure fund compliance with relevant regulatory bodies (i.e. IRS, SEC, CSSF, etc.)
  • Review fund and investor level distributions and tax reporting documents
  • Participate in personnel management activities which includes AB's evaluation process, departmental compensation discussions and interviews
  • Manage business partners and vendors through management reporting and KPI evaluation

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

Nashville, Tennessee

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