Job Archives
Program Associate - (230007FV)
Description
About the Office of the Massachusetts State Treasurer and Receiver General (“Treasury”)
Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.
We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.
https://www.surveymonkey.com/r/FM68GFV
ABOUT THE OFFICE OF ECONOMIC EMPOWERMENT
The Office of Economic Empowerment (OEE) is a department within the Office of the Treasurer and Receiver General of Massachusetts tasked with offering free and accessible financial education, promoting wage equality, and creating a bright future for children across the state.
We deliver programs to all residents of Massachusetts and at every stage of their lives, regardless of their economic background. We also offer initiatives tailored to meet the unique financial experiences of veterans, women, high school students, and older adults.
More information about our office can be found on our website.
PURPOSE OF THE JOB
The Office of Economic Empowerment is seeking a Program Associate to join its dynamic team. The Program Associate will be responsible for the oversight of assigned programs and projects on subjects including financial education, asset development, wage equity, and the racial wealth gap. This position reports to the Deputy Director and will be involved in program development, oversight of existing programs, and administering partnerships.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
KNOWLEDGE AND SKILLS
Primary Location: United States-Massachusetts-Boston-1 Ashburton PlaceJob: Administrative ServicesAgency: Off of State Treas & Rec GenrlSchedule: Full-timeShift: DayJob Posting: Jun 20, 2023, 3:34:26 PMNumber of Openings: 1Salary: 47,486.30 - 60,545.04 Yearly If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Kerlley Aime - 6173679333 |
Human Resources Manager
20 hours/week
An independent school for girls in grades 6-12, inspired by the teachings of the Catholic Church, Montrose School was founded in 1979 and is located on a 14.5 acre campus in downtown Medfield, 17 miles southwest of Boston. Montrose School attracts a talented and growing student population from 50 towns and communities. Montrose seeks a part-time, twelve-month Human Resources Manager beginning July 2023. The Human Resources Manager is primarily responsible for payroll and benefit administration, employee relations, overseeing human resources initiatives, and assisting with business office tasks. This position is 20 hours per week and reports to the Chief Finance & Operations Officer. Responsibilities include:- Administer biweekly payroll process in compliance with state and federal regulations
- Coordinate the school’s benefit programs and open enrollment
- Manage employee personnel records, including system administration for HRIS and benefits portal
- Leave administration in compliance with state and federal laws
- Employee onboarding and offboarding
- Oversee all human resource initiatives including employee retention, safety and wellness, and employee relations
- Maintain job descriptions for all employees
- Maintain all personnel related policies for the school, including the Employee Handbook.
- Advise on best practices in recruiting, hiring, performance management and compensation
- Manage annual benefits audits for workers compensation and the 401K
- Complete annual benefits reporting & communication requirements
- Issue W2s and 1099’s at year-end
- Other tasks and projects in the business office as assigned by the CFOO
- A Bachelor’s Degree
- Professional Human Resources Certification (PHR) and/ or SHRM-CP preferred
- At least 3 years human resources experience required, preferably school HR experience
- Knowledge of applicable personnel laws and regulations and benefits administration
- Strong proficiency with technology including the ability to use Microsoft and Google products; experience with HRIS and benefits databases. (Experience with BambooHR/Trax payroll a plus.)
- Ability to communicate and work effectively with people at all levels of the school community
- Effective time-management skills with an ability to plan workflow, handle multiple tasks simultaneously, and assume responsibility for completing projects
- Ability to effectively present information both verbally and in writing
- Ability to use good judgment and effective problem solving skills.
- Exceptional ability to maintain confidential and/or highly sensitive information
- Superior attention to detail, accurate/efficient data entry skills
BUSINESS MANAGER 40 hours/week $65,000 to $75,000 depending on experience
The Ellie Fund is seeking a full-time Business Manager to work in a small and flexible work environment. Position requires two in-office days within a hybrid office setting. The ideal candidate will have experience using Salesforce NPSP or another database system geared towards non-profit use. Comfort and confidence working across various business systems is essential. Position Summary The Business Manager position reports to the Executive Director and is responsible for managing and overseeing areas of accounting, budgeting, fiscal management, and administrative operations of the Ellie Fund. The Business Manager will assist the Executive Director with other administrative areas as needed. Candidates must have excellent organizational skills, heightened attention to detail and accuracy, and ability to meet deadlines and communicate clearly. Must be flexible and adaptable to changing needs of a rapidly growing non-profit organization. Prior experience, of any length, in a non-profit environment is preferred. Responsibilities Business Manager will be responsible for managing all financial, accounting and administrative functions for an active non-profit organization with ambitious strategic goals. General responsibilities include but are not limited to the following:- Perform day to day financial and accounting operations through Quickbooks; record financial transactions, i.e., identify and post information and documents to Quickbooks such as invoices, cash receipts and vendor invoices; reconcile accounts to assure accuracy.
- Manage and monitor all accounts payable and accounts receivable to ensure accuracy and they are paid and collected in a timely manner.
- Reconcile monthly bank and credit card statements and ensure accuracy of general ledger.
- Track deposits and coordinate with development staff in tracking and monitoring of gifts, donations, foundation receipts and other revenue streams.
- Establish and maintain responsible cash flow management.
- Maintain and confirm weekly payroll, working with 3rd party payroll vendors.
- Manage QuickBooks database and maintain Salesforce income accounts which interface with QuickBooks.
- Prepare financial reports and analyze metrics to track and measure organizational performance
- Ensure compliance with federal and state tax reporting requirements.
- Assist with development, preparation and update of organizational budget in conjunction with Executive Director, Staff, Finance Committee/Board Treasurer
- Prepare materials for annual audit; interface with Auditors throughout audit process; prepare and submit 1099s; complete worker’s compensation audit; facilitate preparation of annual tax return.
- Support financial oversight activities of the Board of Directors/Finance Committee. Provide monthly financial reports for the Finance Committee and Board, attend Finance Committee meetings.
- Oversee administrative operations including oversight of facilities management and maintenance; act as primary contact with building management and vendors.
- Assist in other areas as deemed necessary by Executive Director
- Bachelor’s Degree: finance, business or accounting exposure preferred.
- 3-5 years’ experience with bookkeeping, QuickBooks, Excel and budgeting.
- Salesforce or other CRM database experience and aptitude with data manipulation and management
- Adept at using Microsoft Office and Google Docs
- Excellent organizational skills with ability to manage multiple projects and priorities simultaneously.
- Attention to detail with strong communication skills.
- Able to work independently, accurately and contribute to a collegial and cohesive team.
- Strong interpersonal skills and ability to interact with individuals of diverse backgrounds.
- Please send a cover letter and resume to meredith@elliefund.org. No phone inquiries accepted.
- The Ellie Fund is an Equal Opportunity Employer and actively seeks a diverse pool of qualified candidates
Compliance Officer - Boston – Hybrid
Salary 125-140k + Bonus
Our client, a growing growth equity firm, is hiring a Compliance Officer
Position Overview
The Compliance Officer will be involved in all aspects of compliance work – including training new hires, attending to regulatory filings, updating the firm’s compliance policies and procedures, conducting annual testing, reviewing marketing materials, reviewing political contributions and personal trading requests, and distributing and reviewing quarterly certifications. The Compliance Officer will work closely with the current legal and compliance team in Boston and London.
Responsibilities
The Compliance Officer, will be responsible for achieving the following goals:
- Assist with various aspects of the firm’s U.S. compliance program, including obligations arising in connection with the firm’s registration as an investment adviser with the SEC under Rules 204A-1 and 206(4)-7 of the Investment Advisers Act of 1940;
- Assist with the firm’s compliance testing program, including risk identification, monitoring, testing, control enhancement development and implementation, and remediation, where necessary;
- Assist with documentation of the firm’s compliance efforts and the manner in which the firm addresses specific compliance matters that may arise;
- Partner closely with legal and investor relations groups to review external communications, including advertising materials, press releases and social media;
- Assist with the firm’s anti-money laundering and anti-bribery programs and procedures;
- Assist with government inquiries;
- Review and negotiate non-disclosure agreements;
- Assist with the development and oversight of the firm’s compliance program in foreign jurisdictions in which the firm has operations;
- Be seen as a valued partner in ensuring the firm and its businesses are compliant in each applicable jurisdiction;
- Promote best practices in the application of policies, procedures and other elements of governance impacting the organization; and
- Review and enhance all procedures that involve the operational aspects of the firm.
The successful candidate will have an exceptional track record and reputation. Given the significant responsibilities of this position, the top candidate will be a mature, experienced individual. In addition, the successful candidate should have:
- A minimum of two years of experience in compliance matters, preferably in relation to registered investment adviser requirements of the SEC.
- Bachelor’s degree required.
- Although not required, experience in mergers & acquisitions, securities law matters, fund formation,
- SEC examinations and/or investor relations is very helpful.
- Demonstrated high energy and resiliency, and the ability to manage multiple priorities and make
- ongoing decisions.
- A flexible, creative approach to business, an understanding of risk assessment and the ability to modify her/his experience and knowledge base and adapt them to this unique organization.
- A strong sense of urgency and commitment, as well as a strong business sense with a strategic, conceptual, and operational orientation.
- The ability to work independently.
- The ability to recognize the success of any regulated business is dependent upon its compliance with the various rules, regulations and laws that govern its industry.
- Integrity and good judgment, with the ability to effectively deal with highly sensitive, confidential information.
- A self-critical and disciplined approach.
- Excellent written, verbal communication and organization skills, including sharing ideas and information across diverse audiences and identities to drive business.
- Able to work well in a team-oriented environment and show an ability and willingness to multitask andbe “hands-on”.
- Demonstrate the highest levels of ethics, values, and integrity.
- Proven reputation as a collegial and team-oriented colleague.
Tax Manager
- Review and sign off tax workpapers and tax returns for funds, GP and Co-Invest entities
- Review and sign off state risk analysis workpaper prepared by CPA firms
- Assist with review and sign off portfolio company partnership tax returns
- Review and sign off quarterly and annual tax estimate workpapers for funds, GP and Co-Invest entities
- Oversee and manage outsourced CPA team
- Update and monitor project tracker
- Collect and review documentation to support tax return filings
- Analyze legal documents such as operating agreements to determine tax implications of contributions, distributions, tax allocations, and other reporting items
- Respond to investor questions on tax reporting
- Ad hoc projects as needed
- 5-8 years of partnership tax, with blend of Big 4 and industry experience
- CPA required
- Knowledge of individual, corporate, foreign tax reporting and/or state tax helpful
- Proficiency in Excel
- Excellent interpersonal and communication skills
- Team player, attentive to detail, and proven ability to multi-task
- Create and follow up on new leads and potential opportunities
- Describe our services to potential clients
- Carry out all aspects of the sales cycle from meeting generation through the contracting process
- Identify and lead RFP responses
- Meet established targets for new client relationships and related revenue
- Record and document sales progress through the CRM system
- Provide weekly status reports on sales cycles
- Provide feedback to improve the sales process
- Bachelor’s degree or higher
- Track record of sales success
- Rare disease, specialty, and retail brand sales and marketing experience
- Clear understanding of the questions asked by sales and marketing leadership while managing the business
- Demonstrated ability to work closely with team members to win new business
- 401K and Health Plan available
- Highly competitive compensation based on goal realization (2-3 new accounts per year).
- Part time
- Remote
- Handle technical/customer service questions.
- Conduct WBENC Certification site visits as needed.
- Perform administrative functions i.e. data entry, meeting notes
- Handle confidential sensitive proprietary information to process WBENC & federal WOSB certification applications.
- Host pre-scripted monthly webinars.
- Attend and coordinate WBENC-related events (ie: networking events, webinars, meetings)
- Support recruitment, training, and coordinating of volunteers.
- Support CWE-WBENC Director with corporate relations & event tasks as needed.
- Assist in managing outreach and marketing.
- Maintain strong ongoing communication with clients through various means and feedback mechanisms including surveys and newsletters.
- Collaborate with CWE’s staff, volunteer committees, and external community groups to offer consistent programs collaboratively.
- Related duties as assigned
- Microsoft Office Suite
- Video conferencing and webinar software i.e Zoom
- Customer Relationship Management tools (CRMs)
- Must have and maintain a valid Driver’s License.
- Prepares and maintains job descriptions for each position in the organization, ensures descriptions accurately reflect the work being performed by incumbents.
- Ensures FLSA compliance by reviewing jobs and their respective duties to determine classification as exempt or nonexempt and appropriate salary range.
- Benchmarks jobs against survey data and other market intelligence to determine competitive compensation ranges for each position.
- Interviews and surveys employees and managers to gather and document job, organizational, and occupational information including duties, responsibilities and skills required by each job.
- Prepares and maintains job classifications, salary scales, bonus, and commission plans.
- Gathers data from market-based compensation surveys; uses spreadsheet and data analysis techniques to assess results and market trends.
- Identifies opportunities to enhance benefit processes and procedures to improve HCM and department efficiencies and the team member experience.
- Supports the Open Enrollment process. Develops test plans and performs system testing to ensure that open enrollment runs smoothly, and employees are correctly enrolled in their elections (ex: open enrollment system changes, data audits with carriers, manual blackout reporting).
- Provides financial and business impact analysis on requested changes to benefits and compensation programs.
- Spearheads organizational pay equity audits every other year. Completes annual salary surveys.
- Extensive excel data analysis and reporting skills
- Familiarity with file management and Human Capital Management (HCM) systems. UKG experience a plus
- Demonstrates intellectual curiosity
- Knowledge of state and federal laws and regulations with regard to compensation and benefit plans.
- Experience in managing compensation programs.
- Strong knowledge of health and welfare benefit programs.
- Excellent analytical skills to research and evaluate benefits and compensation programs to make informed recommendations.
- The ability to present information clearly and in a manner that is understandable to managers and employees and to answer questions.
- Responsible for tasks that are often unstructured and where the issues addressed are less defined, requiring new perspectives and creative approaches.
- Excellent writing skills for reporting and communication, to all levels of the organization.
- Excellent organizational and time management skills.
- Proficient with Microsoft Office Suite. Excel expert.
- Bachelor’s degree in Business Administration, Finance, Human Resources or related field required.
- 2-4 years of experience in compensation and/or benefits, in an analyst capacity required.
- Certified Compensation Professional (CCP) or Certified Benefits Professional (CBP) a plus.
- At least 5 years of experience reviewing business, individual and trust income tax returns with intermediate to complex tax profiles.
- Proficiency with Pro Systems FX tax software, Pro Systems FX engagement and common office applications.
- Excellent client service and communication skills.
- Ability to manage multiple projects and requests and attention to detail and a strong work ethic.
- Responsibilities include review of tax returns for business, individuals, trusts, and research of income tax issues and client written and oral communications.
Needham Chiropractic Associates in Needham, MA is now searching for a part-time Administrative Assistant to join our team! Working 15 hours/ week, 3 days per week (Tuesday, Thursday, Friday), this position is a critical member of our office and sits at the front desk of our busy practice ensuring all patients are welcomed and assisted.
Responsibilities Include:
- Scheduling patient appointments
- Answering phones
- Checking patients in/out of appointments
- Verifying insurance information
- Filing and other light clerical tasks
- Providing patients with information about the office
- Opening/closing the office and ensuring the waiting and treatment rooms are organized and welcoming
- Other duties as assigned
Requirements:
- Minimum of High School Diploma or equivalent education preferred
- Medical terminology and/or experience in a medical office helpful but not required
- Proven customer service skills and experience
- Proficiency in Microsoft Office
- Must work well in a team environment
- No weekends or nights, but must be willing to provide coverage for other staff when needed
Benefits:
- 401(k)
- 401(k) matching
- Employee discount on treatments and products
- Year end bonus pay
- 1 week paid vacation
Schedule:
- (3) Three week days (Tuesday, Thursday, Friday) from 9am-2pm (additional hours are available if wanted)
Pay:
$25.00 per hour
APPLY HERECivil Engineer
Our MA-based client is hiring a civil engineer to join their firm in Chelmsford for a full time, hybrid role. The qualified candidate will assist senior staff on a variety of engineering projects with a significant path to grow within the company. Specific tasks include, but are not limited to, site engineering including site layout, grading, utility design and stormwater management.
Desired Skills and Experience:
- Bachelor’s Degree Civil Engineering
- P.E. track or a P.E.
- 4+ years’ experience; recent grads with a desire to advance also considered
- Experience with AutoCAD Civil 3D
- Experience with hydrology modeling software preferred
- Microsoft Office Suite (Office, Word, Excel, PowerPoint)
- Ability to work in team environment as an individual contributor
- Strong written and verbal communication skills
- Ability to utilize critical thinking, judgment and experience to define, analyze and resolve problems and issues
If you are interested in becoming part of a company focused on solving our institutional and private development client’s needs while also improving the public realm, let’s do it together.
Client Associate
We are looking for a Client Associate to join our Private Wealth Management (“PWM) Team in Boston, MA. In this role, you will be working with one of the largest and fast-growing PWM Teams in the country. You will need to have excellent attention to detail, communication skills, multi-tasking ability and self-motivation to thrive in this role.
You will support the Financial Advisors and your fellow Client Associates by processing client requests, handling the operations tasks of the team, monitoring portfolio holdings, analyzing asset allocations, and researching potential investments.
Your role
- Work as part of the PWM Team to support and implement wealth management strategies for PWM clients
- Keep management systems up-to-date with client information
- Collect the right documentation for opening new accounts and service requests
- Help with the preparation of reports and other materials for client meetings
- Plan team marketing events and maintain marketing materials
- Develop and prepare marketing presentations for existing and prospective clients
- Provide the team with a detailed calendar of activities
- Provide exceptional client service and team support
- Keep abreast of the latest events in the financial markets and relay research and market views to Private Wealth Advisors and Team
- Work in conjunction with various product groups within Investment Management to respond to client needs
- Execute portfolio rebalancing and trades
Your team
You’ll be working in the Boston Private Wealth Management office. We provide a challenging and rewarding work environment. As a Client Associate, you will play an important role in providing assistance to your advisors and team.
Your expertise
- Series 7 and 66 licenses (for registered CSAs only)
- Ideally 1-2 years of experience in client service, ideally within the finance sector
- Bachelor's degree or equivalent
- Excellent communicator, with strong interpersonal skills
- Detail oriented (nothing gets past you)
- Excellent in Microsoft Office Suite
- Commitment to excellence and a high level of integrity
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Time management and the ability to prioritize
- Ability to multi-task and work with numerous colleagues and desks across the Firm
- Ability to work in a fast-paced environment and think clearly under pressure
- Execute daily cash transactions with accuracy and completeness and record associated entries to the general ledger
- Prepare and upload monthly sales invoices and follow up on open receivables with customers
- Prepare financial statements in accordance with GAAP
- Assist with quarterly and annual financial statement audits and reviews
- Reconcile and review corporate and property GL accounts and prepare necessary schedules
- Preparation of journal entries and other month-end responsibilities
- Facilitate completion of ad hoc requests from senior management, lenders, owners, financial advisors and other stakeholders
- Bachelor’s Degree in Accounting
- Excellent understanding of accounting principles and concepts
- Minimum 5 years’ relevant experience required
- Experience with multi-entity companies a plus
- Excellent multi-tasking, organizational and prioritization skills to meet deadlines are a must • Very strong attention to detail
- Ability to work independently
- Comfortable with Microsoft Office suite of products
- Prior knowledge of General Ledger software packages a plus
- Salary range commensurate with experience
- Oversight of all aspects of the accounts payable process utilizing our e-payable system including invoice coding/processing, issue resolution, payment processing and assisting with rebilling process
- Preparation of journal entries
- Reconcile and review corporate and property GL accounts and prepare necessary schedules
- Maintain depreciation schedules
- Assist with monthly reporting and annual financial statement audits and reviews
- Provide back-up for team members as needed
- Other ad hoc projects as requested