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Utica Park Clinic

Exciting Cardio-Oncologist Opportunity at the Oklahoma Heart Institute

Job Posting TitleParalegalAgency695 OKLAHOMA TAX COMMISSIONSupervisory OrganizationAdministrationJob Posting End Date (Continuous if Blank)Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.Estimated Appointment End Date (Continuous if Blank)Full/Part-TimeFull timeJob TypeRegularCompensationJob DescriptionParalegal- Legal DivisionSalary- $56,000.00Why you’ll love it here!TRANSPARENCY. FAIRNESS. COMPLIANCE. The Oklahoma Tax Commission is committed to leading Oklahoma with unparalleled customer service. Our mission is to promote tax compliance through serving taxpayers with transparency and fairness in administration of the tax code and unparalleled customer service. Check out our About Us page to learn why we are passionate about tax compliance and believe it is the career for you!There are perks to working for the OTC. We know that benefits matter, and that is why we offer a competitive benefits package for all eligible employees:<ul> <li>Generous state-paid benefit allowance to help cover insurance premiums.</li> <li>A wide choice of insurance plans with no pre-existing condition exclusions or limitations.</li> <li>Flexible spending accounts for health care expenses and/or dependent care.</li> <li>A Retirement Savings Plan with a generous match.</li> <li>15 days of paid vacation and 15 days of sick leave for full-time employees the first year.</li> <li>11 paid holidays a year.</li> <li>Paid Maternity leave for eligible employees.</li> <li>Employee discounts with a variety of companies and venders.</li> <li>A Longevity Bonus for years of service</li> </ul>JOB SUMMARYThe Paralegal will be assigned responsibilities involving legal research work, investigating facts, and preparing documents to provide technical legal assistance to all Attorneys within the Legal Division of the Oklahoma Tax Commission.DUTIES AND RESPONSIBILITIES <ul> <li>Provides support for attorneys; composes and prepares various legal documents, correspondence, and forms</li> <li>Researches legal data; prepares rough drafts and/or final forms of briefs and arguments</li> <li>Conducts investigations and compiles data for use in case preparation </li> <li>Answers inquiries concerning legal issues from the public and agency personnel</li> <li>Assists attorneys in ensuring that deadlines are met for court filings; files orders, judgments, pleadings, briefs and other documents on behalf of attorneys</li> <li>Provides file maintenance for hard copy and electronic files, including scanning case files, copying pleadings and maintaining case logs for review and action by attorneys</li> <li>Operates a variety of office equipment; screens phone calls and receives visitors; opens, reviews and distributes mail</li> <li>Processes incoming checks received by the Legal Division as assigned</li> <li>Assists with training and cross training of other Legal Division employees as requested</li> <li>Assists in projects as assigned</li> </ul>COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIESKnowledge of <ul> <li>Computer operations</li> <li>Law office practices</li> <li>Basic legal procedures and terminology</li> <li>Sources of information used in locating records</li> <li>Legal report techniques</li> </ul>Skills in<ul> <li>Operate standard office equipment</li> <li>Interpersonal skills</li> <li>Computer and applicable software use</li> <li>Proficient in Microsoft Office programs</li> <li>Exceptional attention to detail</li> <li>Complex records maintenance</li> </ul>Ability to <ul> <li>Conduct legal research</li> <li>Prepare materials for use in court</li> <li>Evaluate, summarize and report results of research</li> <li>Establish and maintain effective working relationships with others and contribute to a positive working environment</li> <li>Edit and correct draft documents</li> <li>Handle confidential work with tact and discretion</li> <li>Make routine decisions in accordance with agency policy</li> <li>Interact professionally at all times in a manner that reflects well on the agency</li> <li>Establish and maintain effective working relationships with others</li> <li>Follow oral and written instructions</li> <li>Communicate effectively, both orally and in writing</li> <li>Work effectively in a fast-paced environment</li> <li>Prioritize tasks to meet deadlines</li> <li>Prepare complex legal documents and forms</li> </ul>MINIMUM QUALIFICATIONSEducation and Experience requirements consist of <ul> <li>An associate degree in Paralegal Studies, Legal Studies, or a related field and one (1) year of paralegal or legal assistant experience; </li> <li>OR a Certified Paralegal Certification approved by a national association or American Bar Association (ABA) approved program and two (2) years of experience as a paralegal or a legal assistant; </li> <li>OR a high school diploma or equivalent education and three (3) years of experience as a paralegal or legal assistant.</li> </ul>PREFERRED QUALIFICATIONSPreference may be given to candidates with administrative law, governmental agency or program experience.PHYSICAL DEMANDSAbility to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.SPECIAL REQUIREMENTS Travel is required for this position. Applicants must have reliable transportation and be willing and able to perform all job-related travel. Possession and maintenance of a valid Oklahoma State Driver’s License is also required.Oklahoma Tax Commission’s normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency.Telework may be required based on the needs of the agency, division, and section. If applicable, applicant must be willing and able to work BOTH on-site and telework at an off-site location, generally in the applicant’s home. Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours.This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Equal Opportunity EmploymentThe State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.Current active State of Oklahoma employees must apply for open positions internally through the Workday <a href="https://www.myworkday.com/okgov/d/inst/13102!CK5mGhMKBggDEMenAhIJCgcI1Q0Q9awD*hhchkxIfQMo~/cacheable-task/2998$46522.htmld" target="_blank">Jobs Hub</a>.

State of Oklahoma

Paralegal

<h2>Job Description</h2> <h4>Job ID</h4> 467185 <h4>Company</h4> Siemens Industry, Inc. <h4>Organization</h4> Smart Infrastructure <h4>Job Family</h4> Manufacturing <h4>Experience Level</h4> Experienced Professional <h4>Full Time / Part Time</h4> Full-time <h4>Contract Type</h4> Permanent Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving how we live, work, and move today and for the next generation! We know that the only way a business thrives is if our people are thriving. That’s why we always put our people first. Our global, diverse team would be happy to support you and challenge you to grow in new ways. Who knows where our shared journey will take you? Transform the everyday with us! We are looking for Manufacturing Engineer. This position will be based in Broken Arrow, OK <h2>Position Overview:</h2> We are seeking a highly skilled and experienced Manufacturing Engineer to join our dynamic team. This role is critical in driving operational excellence, ensuring process adherence, and leading continuous improvement initiatives across our manufacturing operations. The ideal candidate will bring a strong technical background, capability to influence others, and a passion for innovation in manufacturing processes. <h2>Key Responsibilities:</h2> <ul> <li>Ensure strict adherence to established guidelines, processes, and procedures.</li> <li>Drive the achievement of performance standards within the Manufacturing Engineering function.</li> <li>Contribute to annual budget planning and monitor ongoing budget adherence.</li> <li>Propose and implement improvements to technical infrastructure and manufacturing procedures.</li> <li>Plan, develop, and execute performance measurement and continuous improvement initiatives.</li> <li>Lead and manage improvement projects at the site or unit level.</li> <li>Conduct inspections, investigations, and in-depth analysis of manufacturing and logistics processes.</li> <li>Lead all aspects of the ramp-up phase for new equipment, machines, and processes related to new product introductions.</li> <li>Collaborate with cross-functional engineering teams, external vendors, and service providers.</li> <li>Ensure comprehensive and up-to-date process documentation.</li> <li>Coordinate with technicians and engineers to ensure proper training and qualification.</li> </ul> <h2>You will win us over by having the following qualifications:</h2> <h2>Basic Qualifications:</h2> <ul> <li>Bachelor’s degree in mechanical, Industrial, or Manufacturing Engineering (or related field), or proven track record of hands-on experience and achievements</li> <li>Minimum 6 years of experience in a manufacturing or engineering role, with at least 1 year in a senior or leadership capacity.</li> <li>Proven experience in process improvement, lean manufacturing, and project management.</li> <li>Strong analytical, problem-solving, and communication skills.</li> </ul> <h2>Preferred Qualifications: </h2> <ul> <li>Proficiency in manufacturing software and lean tools (e.g., CAD, ERP systems, Six Sigma, lean certifications) is a plus</li> </ul> <h2>You’ll benefit from: </h2> <ul> <li>Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: <a href="https://www.benefitsquickstart.com/siemens/index.html" target="_blank">https://www.benefitsquickstart.com/siemens/index.html</a></li> <li>The pay range for this position is $105k - $139K with a 10% bonus. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications and premium geographic location.</li> </ul> <h2>About Siemens:</h2> We are a global technology company focused on industry, infrastructure, transport, and healthcare. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers. Learn more about Siemens <a href="https://www.siemens.com/global/en/company.html" target="_blank">here</a>. Our Commitment to Equity and Inclusion in our Diverse Global Workforce: We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us. Equal Employment Opportunity Statement Siemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. Reasonable Accommodations If you require a reasonable accommodation in completing a job application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form by clicking on this link <a href="https://www.siemens.com/us/en/company/jobs/search-careers/accommodation-for-disability.html" target="_blank">Accommodation for disability form</a>. If you’re unable to complete the form, you can reach out to our AskHR team for support at 1-866-743-6367. Please note our AskHR representatives do not have visibility of application or interview status. EEO is the Law Applicants and employees are protected under Federal law from discrimination. To learn more, <a href="https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm" target="_blank">Click here</a>. Pay Transparency Non-Discrimination Provision Siemens follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Click here</a>. California Privacy Notice California residents have the right to receive additional notices about their personal information. To learn more, click <a href="https://new.siemens.com/us/en/general/legal/us-internet-privacy-notice-state-rights.html" target="_blank">here</a>. Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.

Siemens

Manufacturing Engineer

Proampac

Operator - Converting

<h2>Company Description</h2> We Are a Team &amp; Family At KIPP, we see the potential in every scholar who walks through our doors—and it often begins with the connection made by our student recruiters. Their energy. Passion. Drive. Their unwavering commitment to finding and welcoming families who believe in our mission. That’s why we support our recruitment team as essential ambassadors of our work. It starts with respect—respect for their relationship-building skills, their creativity, their work in the community, and the meaningful role they play in shaping our schools. WHY YOU’LL LOVE RECRUITING AT KIPP You’ll Recruit for a Community That Lives Its Values At KIPP Tulsa, our student recruiters are part of a team deeply committed to shared values. We don’t just work in schools—we engage with communities. We collaborate, build authentic connections with families, and celebrate milestones together. Like a family, we support one another, act with empathy, and establish strong, trusting relationships with every family we serve. You’ll Be the First Point of Hope As a recruiter, you’ll help open doors to life-changing opportunities. You’ll be a vital part of a national network of over 278 KIPP schools, extending your impact far beyond the initial enrollment conversation. Each outreach event, school tour, and follow-up call plants a seed of possibility—fueling hope, inspiring confidence, and creating new pathways to academic success. You’ll Be Empowered and Valued We know the impact our recruiters have on the future of KIPP Tulsa. That’s why we offer competitive compensation, tools for innovation, and opportunities to grow your skills and leadership. You’ll be supported with resources, a strong team, and a culture that values your voice and your vision. You’ll Grow as a Leader At KIPP, we believe in developing talent at every level. As a student recruiter, you’ll receive ongoing training, feedback, and coaching to refine your approach and strengthen your impact. Whether you're planning your first enrollment campaign or leading community engagement efforts, we’re here to support your growth and amplify your strengths. You’ll Create Joyful First Impressions As a KIPP Tulsa recruiter, you’ll help families imagine a better future. From welcoming prospective students at community events to celebrating enrollment milestones, you’ll create joyful moments that matter—moments that set the tone for a scholar’s entire educational journey and build lasting connections with the families we serve. <h2>Job Description</h2> Position Overview The Special Education Teacher at KIPP Tulsa University Prep High School is a critical member of the instructional team who ensures that students with exceptionalities receive high-quality, individualized instruction that supports their academic, behavioral, and social-emotional growth. This role involves collaboration with general education teachers, families, and service providers to ensure students receive the support and services outlined in their Individualized Education Programs (IEPs). Key Responsibilities <ul> <li>Provide direct instruction to students with IEPs in inclusion, resource, or self-contained settings using evidence-based strategies and curricula.</li> <li>Develop, implement, and monitor Individualized Education Programs (IEPs) in compliance with state and federal regulations.</li> <li>Collaborate with general education teachers to adapt and modify curriculum and assessments for students with diverse learning needs.</li> <li>Collect and analyze student data to inform instruction, monitor progress toward IEP goals, and drive decision-making.</li> <li>Participate in and facilitate IEP meetings, ensuring that families are fully informed and engaged in the process.</li> <li>Provide case management for students with IEPs, including documentation, communication with stakeholders, and progress reporting.</li> <li>Implement positive behavior support plans and utilize restorative practices when appropriate.</li> <li>Maintain accurate records in compliance with IDEA and Oklahoma State Department of Education (OSDE) guidelines.</li> <li>Collaborate with school psychologists, counselors, paraprofessionals, and related service providers to meet students' needs.</li> <li>Serve as a model of KIPP’s core values and contribute to a strong, supportive school culture</li> <li>Modeling a “whatever it takes” spirit to ensure that each student is successful</li> <li>Modeling the school’s values in all communications with students, families, and staff</li> </ul> <h2>Qualifications</h2> Required Qualifications: <ul> <li>Bachelor’s degree in Special Education or a related field</li> <li>Valid Oklahoma Teaching Certificate in Mild/Moderate Disabilities (or eligibility to obtain certification)</li> <li>Demonstrated knowledge of IDEA, IEP development, and special education compliance</li> <li>Experience working with students with exceptionalities in a secondary school setting</li> <li>Commitment to the success of all students</li> <li>Strong organizational skills and attention to detail</li> <li>Ability to collaborate and communicate effectively with students, families, and colleagues</li> </ul> Preferred Qualifications: <ul> <li>Master’s degree in Special Education or a related field</li> <li>Experience working in a high-performing, college-preparatory school environment</li> <li>Proficiency with IEP management systems (e.g., EdPlan) and student data platforms</li> <li>Bilingual in English and Spanish is a plus</li> </ul> <h2>Additional Information</h2> All your information will be kept confidential according to EEO guidelines. Compensation and Benefits: This is a Full-Time, 10-month teaching position. Employees are eligible to participate in employer benefits including health, dental, life, accidental death and dismemberment, short and long term disability and participation in Oklahoma Teacher Retirement plans. As an equal opportunity employer, KIPP Tulsa does not discriminate on the basis of race, color, religion (creed), gender, age, national origin (ancestry), disability, marital status, sexual orientation, military status, or any other basis made unlawful by applicable federal, state, or local laws or regulations.

KIPP Foundation

Special Education Teacher

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a full-time, Medical Assistant in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul> <li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li> <li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li> <li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li> </ul> Get to Know Your Team: <ul><li>Utica Park Clinic, founded in 1982, is a multi-specialty medical group with more than 300 employed physicians and advanced practice providers representing over 25 specialties across 80 plus clinics in Oklahoma.</li></ul> Learn About a Day in the Life of a Medical Assistant: Responsibilities The Medical Assistant (MA) will report directly to the Office Manager and will be responsible for vitals, injections and basic triage and should be able to assist in minor procedures. Qualifications Job Requirements: <ul type="disc"> <li>High School Diploma or GED</li> <li>BLS Certification</li> <li> Successful completion of a Medical Assistant training program or more than 3 years of working experience as an MA. </li> </ul> Preferred Job Requirements: <ul type="disc"><li>Current CMA, RMA or ABR certification </li></ul>

Hillcrest Healthcare System

Medical Assistant

DispatchHealth

Medical Technician EMT-B AEMT CCMA

Job TitleAdministrative Assistant, Administrative Center of Excellence Team Valuation &amp; AdvisoryJob Description SummaryCushman &amp; Wakefield is seeking a highly organized and proactive Administrative Assistant to join our Administrative Center of Excellence (Admin COE) Team within the Valuation &amp; Advisory service line. This role provides dedicated support to Market Leads and is instrumental in ensuring smooth operations, efficient workflows, and effective communication. The ideal candidate thrives in a fast-paced environment, excels in multitasking, and has exceptional attention to detail.Job DescriptionKey Responsibilities:Administrative Support:<ul> <li>Manage and prioritize Market Leads’ calendars, appointments, and correspondence.</li> <li>Prepare and edit reports (to include redactions), presentations, and other documents as needed.</li> </ul>Expense and Time Management:<ul> <li>Submit, manage, and approve expenses and timesheets on behalf of Market Leads.</li> <li>Ensure timely and accurate processing of expense reports in compliance with company policies.</li> </ul>Travel Coordination:<ul> <li>Arrange and manage travel itineraries, accommodations, and transportation for Market Leads.</li> <li>Anticipate and resolve any travel-related issues promptly.</li> </ul>Event Planning and Coordination:<ul> <li>Plan and coordinate internal team events such as happy hours and team get-togethers.</li> <li>Assist with the planning and execution of external client events.</li> <li>Managing RSVP headcount, company collateral and on-the-ground coordination with key stakeholders for events.</li> </ul>SharePoint Site Management:<ul> <li>Create, maintain, and update SharePoint sites for the markets supported.</li> <li>Ensure accurate and accessible documentation and resources.</li> </ul>Presentation, Newsletters and Communication:<ul> <li>Design and modify PowerPoint presentations to support internal and external meetings.</li> <li>Draft and distribute professional communications on behalf of Market Leads, including monthly newsletters and region-wide notices.</li> </ul>Onboarding and Offboarding Support:<ul> <li>Assist in onboarding new hires, including coordinating access, tools, and resources. Assist with pre-onboarding tasks to include new employee reach-out for headshots and “Get to Know You” information and announcement deliverables (graphic and newsletter).</li> <li>Assist Market Leads and Operations Team with offboarding processes for exiting employees to ensure compliance and equipment return deadlines are met and accounted for.</li> </ul>Employee Recognition:<ul><li>Track, maintain and complete tasks associated with employee-related “Moments that Matter” including celebration of service date anniversaries, designation awards, significant life events and career milestones of our employees.</li></ul>License Renewal Management:<ul> <li>Track and maintain license renewals for key stakeholders with appraisal licenses.</li> <li>Ensure timely reminders and assist with renewal submissions as necessary.</li> </ul>Other Duties as Assigned:<ul> <li>Collaborate with the Admin COE Team to implement best practices and improve operational efficiency.</li> <li>Support additional projects and initiatives as needed</li> </ul>Qualifications:<ul> <li> Education: Bachelor’s degree preferred; high school diploma or equivalent required.</li> <li> Experience: Minimum of 5 years of administrative experience.</li> <li> Technical Skills:<ul> <li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint).</li> <li>Experience utilizing Adobe products (Adobe Acrobat Professional and Adobe Photoshop)</li> <li>Familiarity with expense management tools and systems.</li> <li>Experience with onboarding/offboarding processes and tracking systems is a plus.</li> </ul> </li> <li> Soft Skills:<ul> <li>Strong organizational and time-management skills.</li> <li>Excellent written and verbal communication abilities.</li> <li>High level of discretion and professionalism in handling sensitive information.</li> <li>Ability to work independently and collaboratively within a team environment.</li> </ul> </li> </ul>#Remote #RemoteLI Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $22.47 - $26.44Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Administrative Assistant, Administrative Center of Excellence Team Valuation & Advisory

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books of business, and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed. Responsibilities: • Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions • Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates • Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed • Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups • Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts Qualifications: <ul> <li>Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales</li> <li>Trust administration experience desired</li> <li>BS/BA degree in Business, Finance, Economics or Law desired</li> </ul> Skills: • Active Listening • Adaptability • Attention to Detail • Emotional Intelligence • Prioritization • Collaboration • Critical Thinking • Decision Making • Oral Communications • Written Communications • Drives Engagement • Innovative Thinking • Mentoring • Networking • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Trust Senior Associate - Private Bank

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: <ul> <li>Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities</li> <li>Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li> <li>Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li> <li>Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li> <li>Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li> </ul> Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

4,947 Jobs