Portland Public Schools
501 North Dixon Street, Portland, OR, USA
Under general direction, perform general-to-complex and sensitive analytical work related to preparing, reviewing, analyzing, evaluating and administering the District’s budget; evaluate fiscal impact of budget submittals and related issues on departmental budgets and Districtwide budget; track and monitor budget expenditures, ensuring that allocated funds have been spent appropriately; develop a variety of financial scenarios and models, exploring and advising on multiple funding sources and alternative funding options.
REPRESENTATIVE DUTIES:
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.
Analyze, examine and/or lead designated staff in the examination of budget and allocation requests on the full scope of routine-to-complex budget issues for completeness, accuracy, and conformance with procedures, regulations, and policies; evaluate needs and priorities of assigned budgets to determine where funds may be reduced and where additional funds may need to be requested; examine alternatives available to continue funding programs, as appropriate.
Compile statistical, fiscal, and program information for the formulation and administration of budgets and budgetary allocations; provide training, work direction and guidance to designated staff as assigned.
Analyze resources, such as local bond, federal and state funds, review and develop financial forecasts and estimate future outcomes; develop and coordinates funding recommendations, justifications, alternatives for funding of agency programs and similar activities intended to meet current and evolving needs.
Provide technical advice and assist District leadership in the preparation and monitoring of budgets, including the interpretation of budget policies; provide recommendations on budget and financial objectives.
Prepare, assemble, and/or lead designated staff in the preparation and assembly of fiscal and statistical data, charts, graphs, and reports for use in budgetary and program evaluations and budget hearings.
Conduct analytical studies and fiscal investigations of complex and sensitive financial or organizational issues; prepare written and oral reports with recommendations for action.
Perform related duties as assigned.
EMPLOYMENT STANDARDS:
Knowledge of:
Principles, practices, tools and techniques of budget and financial analysis and project management
Principles and practices of governmental accounting and research methods applicable to the budget process.
Budgetary and fiscal systems software used in developing and monitoring District budgets.
Principles, theories and practical application of public agency budgeting.
District organization, operations, policies and objectives.
Techniques and principles of high-quality customer service.
Internal consulting concepts and practices.
Current technologies, statistical, financial, budgeting, spreadsheet, word processing and presentation software.
Effective written and oral communication and presentation techniques.
Current local, state and federal budget and finance issues related to governmental agencies and K–12 public education.
Ability to:
Oversee, prepare, analyze and monitor assigned budgets.
Analyze budget data utilizing a variety of routine-to- complex processes.
Prepare and interpret complex financial reports and statements.
Comprehend assigned programs’ goals, objectives, and operations and relate these to budget and program analysis.
Organize and present clear and concise reports of findings and recommendations related to assigned activities.
MINIMUM QUALIFICATIONS:
The Senior Budget Analyst requires a Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Statistics, Public Administration, or related field and five (5) years of experience monitoring, developing, analyzing and overseeing multiple departments, highly complex budgets in a full-service public agency or two (2) years of experience as a Budget Analyst with Portland Public Schools. Lead or supervisory experience, Budget and/or Financial Analyst certifications through GFOA, NASBO, AABPA, and experience working in a richly diverse school community and environment are preferred.
A Master’s degree in one of the above-identified fields may substitute for two years of the required experience for the Senior Budget Analyst level.
Any other combination of training and experience which demonstrates the applicant is likely to possess the required skills, knowledge and abilities may be considered.
CLASSIFICATION AND SALARY : This position is classified as Senior Budget Analyst, Pay Grade 34, on the Non-Represented, Confidential, Professional and Management Employees salary schedule FLSA Exempt.
Salary Range : $83,661 - $99,895
Location : BESC – 500 N. Dixon St, Portland, OR 97227
FTE: 1.0 (40 hours/week)
Work Year: 260
Regular/Temporary : Regular
HOW TO APPLY : Please visit our website at: http://www.pps.net/Page/2158 and select Job #20568
For more details, the complete Classification Specification can be viewed here: https://www.pps.net/cms/lib/OR01913224/Centricity/Domain/56/Class%20Comp/Classification%20Specifications/CPM%20Specs /Finance/PPS%20Class%20Spec-Budget%20Analyst%20series.pdf
CLOSING DATE: This job is open until filled. Applications will be reviewed as received. Portland Public Schools reserves the right to make a hiring decision at any point during the posting period.
The District is focused on eliminating systemic racism and its impact on student learning. PPS is committed to equal opportunity and nondiscrimination in all its educational and employment activities. The District prohibits discrimination based on race; national or ethnic origin; color; sex; religion; age; sexual orientation; gender expression or identity; pregnancy; marital status; familial status; economic status or source of income; mental or physical disability or perceived disability or perceived disability; or military service. Portland Public Schools is an equal opportunity and affirmative action employer.
Feb 21, 2020
Full time
Under general direction, perform general-to-complex and sensitive analytical work related to preparing, reviewing, analyzing, evaluating and administering the District’s budget; evaluate fiscal impact of budget submittals and related issues on departmental budgets and Districtwide budget; track and monitor budget expenditures, ensuring that allocated funds have been spent appropriately; develop a variety of financial scenarios and models, exploring and advising on multiple funding sources and alternative funding options.
REPRESENTATIVE DUTIES:
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.
Analyze, examine and/or lead designated staff in the examination of budget and allocation requests on the full scope of routine-to-complex budget issues for completeness, accuracy, and conformance with procedures, regulations, and policies; evaluate needs and priorities of assigned budgets to determine where funds may be reduced and where additional funds may need to be requested; examine alternatives available to continue funding programs, as appropriate.
Compile statistical, fiscal, and program information for the formulation and administration of budgets and budgetary allocations; provide training, work direction and guidance to designated staff as assigned.
Analyze resources, such as local bond, federal and state funds, review and develop financial forecasts and estimate future outcomes; develop and coordinates funding recommendations, justifications, alternatives for funding of agency programs and similar activities intended to meet current and evolving needs.
Provide technical advice and assist District leadership in the preparation and monitoring of budgets, including the interpretation of budget policies; provide recommendations on budget and financial objectives.
Prepare, assemble, and/or lead designated staff in the preparation and assembly of fiscal and statistical data, charts, graphs, and reports for use in budgetary and program evaluations and budget hearings.
Conduct analytical studies and fiscal investigations of complex and sensitive financial or organizational issues; prepare written and oral reports with recommendations for action.
Perform related duties as assigned.
EMPLOYMENT STANDARDS:
Knowledge of:
Principles, practices, tools and techniques of budget and financial analysis and project management
Principles and practices of governmental accounting and research methods applicable to the budget process.
Budgetary and fiscal systems software used in developing and monitoring District budgets.
Principles, theories and practical application of public agency budgeting.
District organization, operations, policies and objectives.
Techniques and principles of high-quality customer service.
Internal consulting concepts and practices.
Current technologies, statistical, financial, budgeting, spreadsheet, word processing and presentation software.
Effective written and oral communication and presentation techniques.
Current local, state and federal budget and finance issues related to governmental agencies and K–12 public education.
Ability to:
Oversee, prepare, analyze and monitor assigned budgets.
Analyze budget data utilizing a variety of routine-to- complex processes.
Prepare and interpret complex financial reports and statements.
Comprehend assigned programs’ goals, objectives, and operations and relate these to budget and program analysis.
Organize and present clear and concise reports of findings and recommendations related to assigned activities.
MINIMUM QUALIFICATIONS:
The Senior Budget Analyst requires a Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Statistics, Public Administration, or related field and five (5) years of experience monitoring, developing, analyzing and overseeing multiple departments, highly complex budgets in a full-service public agency or two (2) years of experience as a Budget Analyst with Portland Public Schools. Lead or supervisory experience, Budget and/or Financial Analyst certifications through GFOA, NASBO, AABPA, and experience working in a richly diverse school community and environment are preferred.
A Master’s degree in one of the above-identified fields may substitute for two years of the required experience for the Senior Budget Analyst level.
Any other combination of training and experience which demonstrates the applicant is likely to possess the required skills, knowledge and abilities may be considered.
CLASSIFICATION AND SALARY : This position is classified as Senior Budget Analyst, Pay Grade 34, on the Non-Represented, Confidential, Professional and Management Employees salary schedule FLSA Exempt.
Salary Range : $83,661 - $99,895
Location : BESC – 500 N. Dixon St, Portland, OR 97227
FTE: 1.0 (40 hours/week)
Work Year: 260
Regular/Temporary : Regular
HOW TO APPLY : Please visit our website at: http://www.pps.net/Page/2158 and select Job #20568
For more details, the complete Classification Specification can be viewed here: https://www.pps.net/cms/lib/OR01913224/Centricity/Domain/56/Class%20Comp/Classification%20Specifications/CPM%20Specs /Finance/PPS%20Class%20Spec-Budget%20Analyst%20series.pdf
CLOSING DATE: This job is open until filled. Applications will be reviewed as received. Portland Public Schools reserves the right to make a hiring decision at any point during the posting period.
The District is focused on eliminating systemic racism and its impact on student learning. PPS is committed to equal opportunity and nondiscrimination in all its educational and employment activities. The District prohibits discrimination based on race; national or ethnic origin; color; sex; religion; age; sexual orientation; gender expression or identity; pregnancy; marital status; familial status; economic status or source of income; mental or physical disability or perceived disability or perceived disability; or military service. Portland Public Schools is an equal opportunity and affirmative action employer.
The Jewish Museum
1109 5th Avenue, New York, NY, USA
The Position:
The Jewish Museum seeks a highly experienced Director of Facilities, Security & Engineering to oversee all matters related to its historic mansion and related facilities. The Director is responsible for ensuring a well maintained, safe and securely run physical plant, supportive of Museum gallery activities, public programs and administrative operations.
Responsibilities Include:
Lead the Building Operations department, which includes the security staff, engineers, porters, carpenter(s), and A/V specialists; supervise, mentor and support the Operations Manager and Security Manager.
Oversee all short-term and long-range capital planning efforts, based on Museum goals.
Collaborate with the Program Administration and Curatorial staff on exhibitions and curatorial projects; review design plans and construction schedules and advise on structural issues that may come into play.
Plan and provide strategic leadership for capital improvements from concept to completion, including defining the project scope and timelines, selecting and negotiating with vendors, and communicating any financial/ business continuity considerations.
Provide technical leadership and maintain strong vendor relationships in order to effectively and efficiently resolve physical plant and technical equipment issues.
Ensure HVAC equipment operates efficiently in order to maintain proper temperature and humidity levels in the galleries and art storage rooms.
Monitor the general maintenance of all mechanical systems, life safety systems, fire prevention systems and building facades and roofs.
Review and authorize all operational department budgets, including salary budgets for the custodial, engineering and security staff. Identify ways to reduce costs while maintaining the highest standards of operation.
Ensure that all facilities-related work and equipment is in compliance with regulatory and government codes (City, State, Federal) and applicable environmental safety standards; ensure that all permits and licenses are kept up to date and resolve city violations and complaints.
Lead the Museum’s sustainability efforts; implement measures to reduce energy use and waste, ensuring Museum operations are as green and sustainable as possible.
Work closely with the Security Manager to develop and maintain security and fire protection protocols that reflect current standards and Museum best practices, including evacuation plans, security operation manuals, accident and incident reports, fire and natural disaster plans, and related materials.
Conduct regular inspections and surveys of the building, interior and exterior with the Security Manager to identify security, alarm, fire protection and other safety concerns and recommend corrective action.
Stay abreast of current events and potential threats that may impact the Museum; communicate with senior management and makes appropriate mitigation plans as needed.
Network with Museum facility administrators at other cultural institutions; participate in professional organizations relevant to the field.
Promote an environment that encourages cooperation, collaboration, professional development and creativity.
Requirements:
Bachelor’s Degree in a field related to Facility Management such as Mechanical Engineering or Architecture.
10+ years of relevant experience; prior experience in a museum setting highly preferred.
A thoughtful and respectful manager, who understands how to motivate, train and leverage the staff.
Proven experience operating complex mechanical equipment, including working knowledge of chillers, boilers, cooling towers and automated building management systems.
Knowledge of basic historic preservation and cultural property best practices; experience with Landmarked buildings preferred.
Strong knowledge of New York City building code and accessibility guidelines.
Strong organizational ability, analytical skills and attention to detail.
Must be reachable and responsive during non-working hours to address security issues relating to the Museum, should they arise.
The Jewish Museum:
Founded in 1904 and located on New York City’s Museum Mile, the Jewish Museum is a museum at the intersection of art and Jewish culture for people of all backgrounds. The Museum maintains a unique collection of nearly 30,000 works of art, ceremonial objects, and media reflecting the global Jewish experience over more than 4,000 years. The Museum applies a contemporary lens to its exhibitions, which range from ancient to contemporary art.
Send Resume with Cover Letter To:
Associate Director, Human Resources
The Jewish Museum
1109 Fifth Avenue
New York, NY 10128
Email: jobs@thejm.org
Fax: 212.423.3232
The Jewish Museum is an Equal Opportunity Employer that is committed to building a culturally diverse staff and encourages applications from diverse candidates
Feb 19, 2020
Full time
The Position:
The Jewish Museum seeks a highly experienced Director of Facilities, Security & Engineering to oversee all matters related to its historic mansion and related facilities. The Director is responsible for ensuring a well maintained, safe and securely run physical plant, supportive of Museum gallery activities, public programs and administrative operations.
Responsibilities Include:
Lead the Building Operations department, which includes the security staff, engineers, porters, carpenter(s), and A/V specialists; supervise, mentor and support the Operations Manager and Security Manager.
Oversee all short-term and long-range capital planning efforts, based on Museum goals.
Collaborate with the Program Administration and Curatorial staff on exhibitions and curatorial projects; review design plans and construction schedules and advise on structural issues that may come into play.
Plan and provide strategic leadership for capital improvements from concept to completion, including defining the project scope and timelines, selecting and negotiating with vendors, and communicating any financial/ business continuity considerations.
Provide technical leadership and maintain strong vendor relationships in order to effectively and efficiently resolve physical plant and technical equipment issues.
Ensure HVAC equipment operates efficiently in order to maintain proper temperature and humidity levels in the galleries and art storage rooms.
Monitor the general maintenance of all mechanical systems, life safety systems, fire prevention systems and building facades and roofs.
Review and authorize all operational department budgets, including salary budgets for the custodial, engineering and security staff. Identify ways to reduce costs while maintaining the highest standards of operation.
Ensure that all facilities-related work and equipment is in compliance with regulatory and government codes (City, State, Federal) and applicable environmental safety standards; ensure that all permits and licenses are kept up to date and resolve city violations and complaints.
Lead the Museum’s sustainability efforts; implement measures to reduce energy use and waste, ensuring Museum operations are as green and sustainable as possible.
Work closely with the Security Manager to develop and maintain security and fire protection protocols that reflect current standards and Museum best practices, including evacuation plans, security operation manuals, accident and incident reports, fire and natural disaster plans, and related materials.
Conduct regular inspections and surveys of the building, interior and exterior with the Security Manager to identify security, alarm, fire protection and other safety concerns and recommend corrective action.
Stay abreast of current events and potential threats that may impact the Museum; communicate with senior management and makes appropriate mitigation plans as needed.
Network with Museum facility administrators at other cultural institutions; participate in professional organizations relevant to the field.
Promote an environment that encourages cooperation, collaboration, professional development and creativity.
Requirements:
Bachelor’s Degree in a field related to Facility Management such as Mechanical Engineering or Architecture.
10+ years of relevant experience; prior experience in a museum setting highly preferred.
A thoughtful and respectful manager, who understands how to motivate, train and leverage the staff.
Proven experience operating complex mechanical equipment, including working knowledge of chillers, boilers, cooling towers and automated building management systems.
Knowledge of basic historic preservation and cultural property best practices; experience with Landmarked buildings preferred.
Strong knowledge of New York City building code and accessibility guidelines.
Strong organizational ability, analytical skills and attention to detail.
Must be reachable and responsive during non-working hours to address security issues relating to the Museum, should they arise.
The Jewish Museum:
Founded in 1904 and located on New York City’s Museum Mile, the Jewish Museum is a museum at the intersection of art and Jewish culture for people of all backgrounds. The Museum maintains a unique collection of nearly 30,000 works of art, ceremonial objects, and media reflecting the global Jewish experience over more than 4,000 years. The Museum applies a contemporary lens to its exhibitions, which range from ancient to contemporary art.
Send Resume with Cover Letter To:
Associate Director, Human Resources
The Jewish Museum
1109 Fifth Avenue
New York, NY 10128
Email: jobs@thejm.org
Fax: 212.423.3232
The Jewish Museum is an Equal Opportunity Employer that is committed to building a culturally diverse staff and encourages applications from diverse candidates
Summary Description
The Transportation Manager will be responsible for managing the transportation department assuring and coordinating the safe and efficient transport of all PACE participants. Demonstrating the knowledge and skills necessary to participate in assessing, planning for, and providing transportation services with company policies and procedures. The Transportation Manager is required to have one year of experience working with the elderly. Furthermore, build partnerships with clients ensuring exception service results.
Key Tasks and Responsibilities
§ The hiring, training, management, and scheduling of drivers.
§ Review and create SOP’s as needed
§ Proactive communication with Client and team.
§ Assist the Trans. Coordinator in daily scheduling and coordination of transportation. Must check the schedules completed by the Trans. Coordinator for accuracy.
§ Conduct drivers’ quarterly meetings and Safety meetings. Quarterly meetings will be held to discuss any issues that have arisen and to complete any retraining with staff that is necessary.
§ Participate in all PACE required meetings including but not limited to IDT, family meetings, staff meetings, in-service training programs, quality improvement meetings, and any sub-groups as needed.
§ Establish a positive rapport with participants, participant's family members, and other members of the PACE Care team and its network providers.
§ Address and resolve all participant grievances within the requested timeline. Will be responsible for conducting Service Recovery Calls to the Participants and the Participants family.
§ Manage staff, preparing work schedules and assigning specific duties.
§ Ensure all transportation staff members are updated on all Secure Transportation & PACE policies and procedures.
§ Interact closely with the senior center staff resolving concerns as they arise.
§ Works cooperatively and professionally with Center staff.
§ Manage and maintain a fleet of lift vans, A.D.A accessible mini-coaches, and ambulatory vehicles.
§ Keeps all transportation logs, fuel cards, vehicle maintenance, and mileage records.
§ Address and resolve drivers’ personnel issues, including disciplinary actions.
§ Utilize the Discussion Log to document any disciplinary actions.
§ Conduct / Monitor drivers’ performance evaluations. Must be completed annually or as needed due to disciplinary action.
§ Submit and manage all monthly reports. Reports must be updated daily for accuracy.
§ Data entry into a FileMaker based system. Updating pertinent information regarding participants daily. Addresses, Phone Numbers, Notes, etc.
Education & Training
§ High School graduate.
§ College degree preferred.
§ Commercial driver license with passenger endorsement.
Knowledge and Experience
§ Experience in Senior Care or related human services industry.
§ One year of experience with the elderly required
§ Extensive knowledge of Garden Grove and surrounding areas streets, neighborhoods and traffic patterns.
§ Vehicle scheduling and dispatching a plus.
§ Previous supervisory or management experience preferred.
Core Competencies
§ Must be a self-starter.
§ Must be able to work unsupervised.
§ Must be able to manage multiple tasks and see them to completion in a timely manner.
§ Must possess good communication skills.
§ Must be computer literate and proficient with Word, Excel and database management software.
Working Conditions
§ Must be able to work weekends, Holidays and any shift as necessary.
§ Work hours: 07:00 am -17:00 pm with varying shifts
§ Might be required to drive vehicles as needed.
§ Must be able to travel out of town with overnight when necessary
Physical Requirements
§ Be able to push 200lbs and lift 100lbs minimum
§ Position requires working in a seated position while operating computer, keyboard, mouse, phones and printers and filing of documents
§ Position may require standing/walking for up to 4 hours
Secure Transportation is EEO/AAP employer.
Feb 12, 2020
Full time
Summary Description
The Transportation Manager will be responsible for managing the transportation department assuring and coordinating the safe and efficient transport of all PACE participants. Demonstrating the knowledge and skills necessary to participate in assessing, planning for, and providing transportation services with company policies and procedures. The Transportation Manager is required to have one year of experience working with the elderly. Furthermore, build partnerships with clients ensuring exception service results.
Key Tasks and Responsibilities
§ The hiring, training, management, and scheduling of drivers.
§ Review and create SOP’s as needed
§ Proactive communication with Client and team.
§ Assist the Trans. Coordinator in daily scheduling and coordination of transportation. Must check the schedules completed by the Trans. Coordinator for accuracy.
§ Conduct drivers’ quarterly meetings and Safety meetings. Quarterly meetings will be held to discuss any issues that have arisen and to complete any retraining with staff that is necessary.
§ Participate in all PACE required meetings including but not limited to IDT, family meetings, staff meetings, in-service training programs, quality improvement meetings, and any sub-groups as needed.
§ Establish a positive rapport with participants, participant's family members, and other members of the PACE Care team and its network providers.
§ Address and resolve all participant grievances within the requested timeline. Will be responsible for conducting Service Recovery Calls to the Participants and the Participants family.
§ Manage staff, preparing work schedules and assigning specific duties.
§ Ensure all transportation staff members are updated on all Secure Transportation & PACE policies and procedures.
§ Interact closely with the senior center staff resolving concerns as they arise.
§ Works cooperatively and professionally with Center staff.
§ Manage and maintain a fleet of lift vans, A.D.A accessible mini-coaches, and ambulatory vehicles.
§ Keeps all transportation logs, fuel cards, vehicle maintenance, and mileage records.
§ Address and resolve drivers’ personnel issues, including disciplinary actions.
§ Utilize the Discussion Log to document any disciplinary actions.
§ Conduct / Monitor drivers’ performance evaluations. Must be completed annually or as needed due to disciplinary action.
§ Submit and manage all monthly reports. Reports must be updated daily for accuracy.
§ Data entry into a FileMaker based system. Updating pertinent information regarding participants daily. Addresses, Phone Numbers, Notes, etc.
Education & Training
§ High School graduate.
§ College degree preferred.
§ Commercial driver license with passenger endorsement.
Knowledge and Experience
§ Experience in Senior Care or related human services industry.
§ One year of experience with the elderly required
§ Extensive knowledge of Garden Grove and surrounding areas streets, neighborhoods and traffic patterns.
§ Vehicle scheduling and dispatching a plus.
§ Previous supervisory or management experience preferred.
Core Competencies
§ Must be a self-starter.
§ Must be able to work unsupervised.
§ Must be able to manage multiple tasks and see them to completion in a timely manner.
§ Must possess good communication skills.
§ Must be computer literate and proficient with Word, Excel and database management software.
Working Conditions
§ Must be able to work weekends, Holidays and any shift as necessary.
§ Work hours: 07:00 am -17:00 pm with varying shifts
§ Might be required to drive vehicles as needed.
§ Must be able to travel out of town with overnight when necessary
Physical Requirements
§ Be able to push 200lbs and lift 100lbs minimum
§ Position requires working in a seated position while operating computer, keyboard, mouse, phones and printers and filing of documents
§ Position may require standing/walking for up to 4 hours
Secure Transportation is EEO/AAP employer.
Establish the direction, budget, policies and business development goals for the Trust Services department of the Bank. Responsible for developing and maintaining internal and external image of the department while managing a team that meets the trust clients’ individual needs. Responsible for the entire operation of the Bank’s trust offices focusing on new and existing client relationship building and profitability.
ESSENTIAL FUNCTIONS
• Grow the trust department’s profitability base by establishing new and stronger client relationships. • Develop new account relationships through community and professional visibility. • Manage the overall trust administration functions, communications and activities, including staff selection, training, management and profitability. • Manage all vendor relationships of the department in an effort to maximize profitability and efficiency and minimize operational and fiduciary risk. • Administer complex trust, agency, probate or conservatorship accounts. • Exercise creativity in modifying standard products and developing processes in response to a client’s individual needs. • Oversee the Portfolio Manager in setting investment strategy and objectives for client accounts, plan portfolios, select securities, and evaluate alternative investments. • Develop the annual departmental budgets. • Actively develop new business for the department by maintaining and growing a referral network of attorneys, CPAs and other community influencers. • Allocate office assets and resources to enhance profitability. Develop and maintain profitable departments by ensuring efficient account administration. • Develop, monitor, review, and update all trust policies. • Report to TOIC and the Board of Directors regarding departmental activities and progress. • Develop new business goals and communicate them to department members. • Train and supervise staff in undertaking more complex account assignments. Evaluate and assign accounts to appropriate officers. • Work with marketing personnel to develop printed material, radio spots, and newspaper advertisement in all communities. • Maintain knowledge base of state and federal statutes, legislation, regulations, and case law that affect the financial institution and the delivery of fiduciary services. • Work with the Trust Officers to assure trust assets are managed according to the governing documents and all statutory and regulatory requirements. • Monitor compliance issues and prepare for all audits and examinations. • Represent and promote the bank within the community and participate in community activities. • Other duties as assigned to meet corporate objectives.
Education: Bachelor’s degree in relevant discipline. J.D. preferred. Graduate training and certification in taxation, investment management, or fiduciary services is desirable. Experience: Ten or more years of experience in trust administration or legal practice emphasizing trust, estate, and tax work. Demonstrated Skills: ● academic background and experience in the trust and wealth management area. ● ability to apply applicable regulations regarding trust and bank policies. ● understanding of complex legal, probate, fiduciary, tax, investment laws and regulatory issues. ● exceptional social and communication skills necessary to assist clients in very technical matters during periods of extreme emotional upset. ● excellent written and verbal communication skills ● excellent communication and supervisory skills with the ability to lead trust team. ● ability to work with others in a cooperative manner that supports a team environment. ● ability to tolerate high levels of stress. ● ability to lift up to 30 lbs. if necessary ● willingness to participate with community organizations and in community projects.
Feb 03, 2020
Full time
Establish the direction, budget, policies and business development goals for the Trust Services department of the Bank. Responsible for developing and maintaining internal and external image of the department while managing a team that meets the trust clients’ individual needs. Responsible for the entire operation of the Bank’s trust offices focusing on new and existing client relationship building and profitability.
ESSENTIAL FUNCTIONS
• Grow the trust department’s profitability base by establishing new and stronger client relationships. • Develop new account relationships through community and professional visibility. • Manage the overall trust administration functions, communications and activities, including staff selection, training, management and profitability. • Manage all vendor relationships of the department in an effort to maximize profitability and efficiency and minimize operational and fiduciary risk. • Administer complex trust, agency, probate or conservatorship accounts. • Exercise creativity in modifying standard products and developing processes in response to a client’s individual needs. • Oversee the Portfolio Manager in setting investment strategy and objectives for client accounts, plan portfolios, select securities, and evaluate alternative investments. • Develop the annual departmental budgets. • Actively develop new business for the department by maintaining and growing a referral network of attorneys, CPAs and other community influencers. • Allocate office assets and resources to enhance profitability. Develop and maintain profitable departments by ensuring efficient account administration. • Develop, monitor, review, and update all trust policies. • Report to TOIC and the Board of Directors regarding departmental activities and progress. • Develop new business goals and communicate them to department members. • Train and supervise staff in undertaking more complex account assignments. Evaluate and assign accounts to appropriate officers. • Work with marketing personnel to develop printed material, radio spots, and newspaper advertisement in all communities. • Maintain knowledge base of state and federal statutes, legislation, regulations, and case law that affect the financial institution and the delivery of fiduciary services. • Work with the Trust Officers to assure trust assets are managed according to the governing documents and all statutory and regulatory requirements. • Monitor compliance issues and prepare for all audits and examinations. • Represent and promote the bank within the community and participate in community activities. • Other duties as assigned to meet corporate objectives.
Education: Bachelor’s degree in relevant discipline. J.D. preferred. Graduate training and certification in taxation, investment management, or fiduciary services is desirable. Experience: Ten or more years of experience in trust administration or legal practice emphasizing trust, estate, and tax work. Demonstrated Skills: ● academic background and experience in the trust and wealth management area. ● ability to apply applicable regulations regarding trust and bank policies. ● understanding of complex legal, probate, fiduciary, tax, investment laws and regulatory issues. ● exceptional social and communication skills necessary to assist clients in very technical matters during periods of extreme emotional upset. ● excellent written and verbal communication skills ● excellent communication and supervisory skills with the ability to lead trust team. ● ability to work with others in a cooperative manner that supports a team environment. ● ability to tolerate high levels of stress. ● ability to lift up to 30 lbs. if necessary ● willingness to participate with community organizations and in community projects.
