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Position: Non-Profit Administrator
Location: Rhinebeck, NY
Type: Direct Hire, Part-Time (10-12 hours per week, flexible schedule)
Pay: $24-$26 per hour
Job Description: We are seeking a highly organized and experienced Non-Profit Administrator to join our team in Rhinebeck, NY. This part-time role offers a flexible schedule, allowing you to balance your work with other commitments.
Non-Profit Administrator Requirements:
- Minimum of 5 years of administrative experience
- Experience working in a non-profit organization
- Strong organizational and communication skills
- Proficiency in managing websites and social media platforms
- Familiarity with MailChimp and donor databases
- Grant writing experience is a plus
- Spanish language skills are a plus
As a Non-Profit Administrator, you will play a crucial role in ensuring the smooth operation of our organization. Your primary responsibilities will include:
- Gathering and organizing data from events, donations, and programs to ensure accurate reporting and data analysis
- Assisting in evaluating program success through follow-up surveys and analyzing registration data
- Managing and updating content on our website, social media channels, and MailChimp newsletters
- Overseeing the donor database, which includes handling fundraising campaigns, donations, and event registrations
- Writing and submitting grant applications and reports, and tracking deadlines for these tasks
If you are passionate about making a difference and have the skills and experience required for this role, we would love to hear from you.
Equal Opportunity Employers
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Part Time
- Immediately
- $24-$26 Hour
- Rhinebeck, NY 12601
- 5/23/24
Ethan Allen Workforce Solutions is looking for an Administrative Assistant to join our client's team in Poughkeepsie, NY to handle the day-to-day activities to help the office run smoothly and support upper management. You will wear several hats in this role and must be able to switch between your duties seamlessly.
Key job requirements are as follows:
- A minimum of an Associate's Degree; Bachelor's Degree preferred
- 3 years of Administrative Assistant experience
- 1 year or QuickBooks experience
- Strong organizational and problem-solving skills
- Top-notch customer service
The Administrative Assistant will be responsible for:
- Assisting guests and customers in-person and over the phone
- Daily use of QuickBooks and Excel and maintaining various spreadsheets to track information requests and data
- Daily bookkeeping, including accounts payable and accounts receivable
- Providing support to management and other departments by maintaining spreadsheets and other administrative duties as needed
This is a temp-perm, full-time position paying $20-$25 per hour. Your typical work schedule will be Monday-Friday, 8am-5pm. Our client is looking for a real people person as this position has aspects of customer service, so you should enjoy spending your day talking with and helping others.
Qualified candidates are encouraged to submit a resume and apply for immediate consideration!
Why choose Ethan Allen Workforce Solutions? We make the job search easier for you! Because we have multiple open positions at our fingertips that we are looking to fill, by applying with us, we have streamlined the application process for you. That means job seekers don’t have to spend as much time searching for open positions and sending resumes.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $20-$25 Hour
- Poughkeepsie, NY 12601
- 5/21/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
This Guest Services Attendant is responsible for welcoming and assisting prospective and current guests at the resort. Responsibilities include assisting guests with their luggage and valet parking. The qualified candidate must have an outgoing, friendly personality, great customer service skills and a neat, professional appearance.
ESSENTIAL JOB FUNCTIONS:
•Greets all arriving/departing guests by name when available, unloads/loads luggage from automobiles and provides directions/orientation to resort.
•Attends to Guest's needs, i.e., information, directions, delivery of messages. etc.
•Familiarizes self with local roadways, highways, attractions and general landscape of the area and provides accurate information/directions to guests.
•Provides all guests with a pleasant experience by presenting self in a friendly and knowledgeable fashion.
•Transports luggage to Luggage hold room or Guest room.
•Orientates guests to room features and services.
•Provides service to Guest during check-out by removing Guest's luggage from their room to either the Guest's automobile or luggage storage room.
•Operates vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
•Drives, parks, parallel-parks, and backs up vehicles using only side mirrors when necessary.
•Performs automobile and others inspections by touch, sight, sound and smell.
•Operates a motor vehicle with either a standard or automatic transmission and perform routine care of that vehicle.
•Valet parks guest automobiles, secures windows and doors and retrieves automobile from parking lot.
•Demonstrates knowledge of automobile security systems and kill switches.
•Operates a variety of vehicle types and drives them according to the methods recommended by the manufacturer. Parks vehicles according to department policy and ensures diesels are properly connected during cold weather.
•Parks automobiles in a timely fashion to assist in alleviating congestion of automobiles in front of resort.
•Assists with jump starts, tire changes and gasoline refueling in accordance with department policy.
•Connects/disconnects battery operated vehicles into/out of charging stations.
•Fulfills the responsibilities of a Porch Attendant as needed.
•Acts as an ambassador of the Resort when taking up luggage, explaining layout, activities, safety features, resort policies, amenities, etc.
•Delivers Gift Shop orders, shopping orders, ice, firewood, dry cleaning and other items requested by guests.
•Supplies wood for and maintains the fires in the public fireplaces.
•Maintains all equipment belonging to the department in an operational fashion by appropriately using the equipment and repairing it as necessary.
•Maintains a neat and clean Guest Service area. Includes the cleanliness and appearance of the Guest Service desk, office, storage room, Bellperson's lounge, porch and roadway. May include the removal of dirt, snow, glass, etc.
•Takes immediate corrective action to resolve guest complaints. Refers unresolved complaints to the immediate attention of the Concierge, Bell Captain and/or Guest Relations Manager.
•Shovels or brooms snow or scrapes ice from automobiles and pathways.
•Carries out Guest shopping requests as directed.
•Secures items stored in Guest storage areas and ensures safe-keeping. Keeps all items in an organized, neat and secure fashion.
•Learns and familiarizes self with all desk functions to include, but not limited to, assisting with trip coordination, dry cleaning, cash drawer and accounting practices, trip sheet initiation and completion, ensuring all guests are appropriately handled, etc.
•Works outdoors and exposed to natural elements.
•Works in stressful situations and under pressure. Adapts to changing priorities and maintains composure.
•Analyzes problems and develops and implements action plans to address problems.
•Works independently and as part of a team.
•Speaks, reads and writes the English language and communicates in a clear and congenial manner, with our guests, visitors and employees. Hears verbal instructions, directions and warnings.
•Sees close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Grasps, lifts, carries and maneuvers up to 75 pounds to process luggage and firewood.
•Pushes, pulls and maneuvers a loaded luggage cart weighing up to 400 lbs. in/out of elevators, through passageways or outdoors up to 500 feet.,
•Reaches with hands and arms, bends, kneels, stoops, twists and flexes arms, walks up and down stairs/inclines, sits, climbs up/down ladders or stands for up to 5 hours at a time.
•Walks up and down a flight of up to 100 stairs frequently throughout a shift. Shovels snow for long periods of time (up to a total shift of 8 hours). Walk up to 15 miles.
•Operates and uses electronic equipment such as adding machines, computers, telephones and hand-held portable radios.
•Adheres to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
•Learns and successfully demonstrates the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Learns and retains knowledge of historical facts and information about Mohonk Mountain House and services.
•Maintains a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
•Develops and maintains positive working relationships with other staff.
•Attends events, programs, and trainings as needed to enforce and support Mohonk Mountain House policies and culture.
•Answers guest questions with accurate information and demonstrates a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
QUALIFICATIONS:
•Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
•Valid New York State Class E Chauffeur's License, or equivalent. License must be free of serious and multiple infractions.
Please note 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.
- Part Time
- Immediately
- New Paltz, NY 12561
- 5/21/24
Exciting Opportunity for a Junior Accountant!
Are you a recent accounting graduate with a passion for numbers and a knack for Excel? Look no further! We're currently seeking a Junior Accountant to join our team in Milton, NY, offering a temp-to-perm opportunity with a competitive salary range of $25 to $30 per hour.
Position: Junior Accountant
Location: Milton, NY
Type: Temp-to-Perm
Hourly Rate: $25/hr - $30/hr
Junior Accountant Requirements:
- Bachelor's degree in Accounting or related field
- Proficiency in Excel (formulas, pivot tables, VLOOKUPs, etc.)
Junior Accountant Responsibilities:
- Assist with day-to-day accounting tasks
- Prepare and analyze financial reports
- Reconcile bank statements and accounts
- Support senior accounting staff as needed
Perks & Benefits:
- Opportunity for permanent placement based on performance
- Competitive hourly rate
- Gain valuable experience in a supportive environment
- Potential for growth and advancement within the company
If you're ready to kick-start your career in accounting and excel in a dynamic work environment, apply now and take the first step toward a rewarding career path with us!
Why choose Ethan Allen Workforce Solutions? We often have the “inside scoop” on new jobs that are not posted elsewhere. That’s because our clients come to us first because they know we have a large database of qualified candidates. When working with us, we can assure you that you will be provided with the first access to great opportunities!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$30 Hour
- Milton, NY 12547
- 5/21/24
Job Title: Construction Bookkeeper
Location: Salt Point, NY
Type: Temporary to Permanent
Salary: $25 - $30 per hour
Schedule: Monday - Friday, 8:00 am - 4:30 pm
Are you a detail-oriented individual with a knack for numbers and a passion for the construction industry? We are seeking a Construction Bookkeeper to join our team in Salt Point, NY. This is an excellent opportunity for someone with experience in both QuickBooks and construction to showcase their skills in a dynamic and growing environment.
Construction Bookkeeper Requirements:
- Previous experience as a bookkeeper, preferably in the construction industry
- Proficiency in QuickBooks and Microsoft Excel
- Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Knowledge of construction terminology and processes is highly desirable
Construction Bookkeeper Responsibilities:
- Manage all aspects of accounts payable and receivable
- Process payroll accurately and efficiently
- Maintain organized financial records for multiple construction projects
- Reconcile bank statements and credit card transactions
- Assist with budgeting and financial forecasting
- Generate reports for management as needed
- Ensure compliance with all accounting standards and regulations
If you are a self-motivated individual with a passion for numbers and a desire to grow in the construction industry, we want to hear from you! This is a temporary-to-permanent position with competitive hourly pay and the opportunity for advancement. Apply today!
Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.
Ethan Allen Workforce Solutions are Equal Opportunity Employers
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$30 Hour
- Poughkeepsie, NY 12601
- 5/21/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Sustainability & Risk Management Administrator?
The Sustainability & Risk Management Administrator works within the Sustainability and Risk department to coordinate activities in support of sustainability and insurance programs on behalf of the Company. This role has a focus in applying principles of Risk Management to analyze Central Hudson’s assets, earnings and risk information to prepare policies and reports. Risks can stem from a variety of sources including financial risks, legal liabilities, technology issues, accidents, and natural disasters. This role provides support for and maintains insurance relationships on behalf of the company. This role works closely with other departments within the Company to ensure appropriate accounting treatment and invoicing of financial transactions takes place as well as contributing to forecasting activities for the Company. This role supports the Sustainability Administration in the gathering of data for reporting activities.
What does a Sustainability & Risk Management Administrator do?
- Manages daily insurance and hedging activities and reports
- Supports the preparation of annual budgets
- Supports the preparation of monthly and annual financial forecasts
- Implements best practices in Risk and Sustainability
- Responsible for the compilation and analysis of data in the preparation of reports and filings with regulatory agencies and other outside constituencies
- Involved with Risk Management and Sustainability activities
- Ability to project manage
- Assists with special projects as needed
- Provides support for storm/emergency restoration efforts
What does it take to be a Sustainability & Risk Management Administrator?
Required:
- Bachelor’s degree in Accounting, Finance, Business, Economics, or related field with at least 2 years of relevant work experience. In lieu of a bachelors degree, an associates degree in the aforementioned fields and 4 years of relevant work experience
- Strong analytical, quantitative, organizational, and written/verbal communication skills
- Strong computer skills including proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Ability to work individually or as a team (with internal team members or cross functional teams)
- Ability to adapt to a variety of assignments and manage a number of projects in a deadline-oriented, fast-paced environment
- Valid driver’s license
Preferred:
- Experience with Compliance programs
- Experience with Insurance and Risk programs
Applications will be accepted until May 23, 2024.
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $78,900- $144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time, Part Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/20/24
Accounting Intern
What is an Accounting Intern?
An Accounting Intern works within our Accounting group. This intern will be working part time through the 2024-2025 academic year, with opportunities to work through summer 2024.
This is an internship opportunity for Accounting students to gain valuable, real-life experience working side by side with professionals at Central Hudson Gas & Electric Corporation – a leader in the dynamic, rapidly evolving electric & natural gas utility industry.
What does an Accounting Intern do?
Responsibilities include, but are not limited to:
- Preparing and processing accounting documents
- Assisting in the analysis and reconciliation of accounting data
- Assisting in the maintenance of accounting records and controls
- Assisting in the preparation of accounting reports, statements, bills and schedules
- Reviewing and correcting any computer edit errors
- Coordinating with other corporate personnel to accomplish the Accounting group’s stated responsibilities
Qualifications:
- Accounting, Finance or Business Administration majors will be considered
- Candidates must be currently enrolled in an associates degree program or higher to be considered
- Must be able to work a minimum of 16 hours per week
- Basic proficiency in Microsoft Office Suite applications, particularly MS Excel
- Ability to perform technical accounting tasks and investigations which require individual judgment and responsibility
- Must have a valid driver’s license
Applications will be accepted on an ongoing basis throughout the year until all positions are filled.
Pay Rate $19.00 / hr
Please go to www.CentralHudson.com. Click on the Employment tab then click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/18/24
At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution; we are a caring team dedicated to each other and our community. We are seeking an Indirect Lending Manager to join our growing team in Poughkeepsie, NY.
As the Indirect Lending Manager, you will be responsible for managing the Indirect Lending team, directing and coordinating all indirect lending activities within the department, and increasing the credit union’s portfolio of loans and other financial services. You will analyze loan requests submitted to the Indirect Lending Department and make credit decisions based on lending policy.
What We’re Looking For (Qualifications):
- 3-5 years of similar or related lending and underwriting experience
- Experience managing a team is highly desired
- Experience with indirect lending and/or automobile sales is desired
- Strong communication and relationship-building skills
- Must have a valid driver’s license and reliable vehicle
- Must have flexible availability to work some evenings and Saturdays as needed
What You’ll Get (Perks & Benefits):
- Work-life balance and supportive, team-oriented environment
- Comprehensive health, dental, and vision insurance
- 401k match
- Defined benefit plan (pension)
- 5 weeks’ Paid Time Off, and more!
What You'll Do as the Indirect Lending Manager (Responsibilities):
- Manage the Indirect Lending Department and its staff
- Analyze credit worthiness of member applications and make lending decisions
- Work with approved dealerships to ensure TEG’s Indirect Lending program requirements are met and procedures are followed
- Monitor product delivery and quality, including auditing of loan files
- Assist in developing new loan products and services and improving existing loan products and services
- Act as liaison to branches and internal departments for issues regarding lending
- Generate month-end loan department reports
Pay: $65,000 - $75,000 / year, based on experience
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
- Full Time
- Immediately
- $65,000 - $75,000 Year
- Poughkeepsie, NY 12601
- 5/15/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is an Associate Estimating Supervisor?
This role is within the New Business – Estimating group. The Associate Estimating Supervisor is responsible for managing cost engineering and design of electric and gas distribution projects to support safe operation and maintenance of the Central Hudson distribution system.
What does an Associate Estimating Supervisor do?
- Plans, schedules, coordinates, supervises and monitors work assignments of the District Estimators and contract estimators
- Supervises the preparation of construction plans, specifications, estimates and work orders for the construction, extension, reinforcement, relocation, retirement and maintenance of gas and electric distribution facilities in the assigned area of responsibility
- Complies with all applicable laws, codes, construction standards, permits, right of ways, ethics, environmental regulations and gas operation and maintenance (O & M) procedures in the preparation of work and service orders
- Planning, negotiation, business case cost-benefit analysis, and management of projects from inception to completion
- Utilizes the contacts to provide timely and cost effective service to customers to foster the highest levels of customer satisfaction and productivity
- Provides consistent, comprehensive training programs for Estimators in progression and promote the corporate safety training initiatives
- Works individually or with a team, interfacing with developers, contractors, engineers, customers, and internal work groups to plan, design and direct construction of residential gas and URD projects
- Provides appropriate oversight and control in assigned area of responsibility through appropriate use of company assets including controlling of costs, direct and indirect leadership, development of employees as assigned and fulfillment of organizational and personal goals and objectives
- Responsible for supervisor on call duties, after hours emergency response wires down coordination and acts on behalf of other Company supervisors as assigned
- Investigates and resolves complaints
- Explains electric and natural gas rate tariff information, NESC, NEC, CH Gas / Electric construction standards and DOT permit rules
- Interfaces with DOT engineers, consultants and contractors in order to plan, design and schedule utility relocation projects
- Supports storm/emergency restoration efforts
What does it take to be an Associate Estimating Supervisor?
Required:
- Bachelor’s Degree in Engineering, Accounting, Business or a related field and 1 year of relevant experience. In lieu of Bachelor’s Degree, an Associate’s Degree (in the aforementioned fields) and 3 years of relevant experience will be considered
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Excellent analytical and evaluation skills
- Ability to effectively communicate with customers, property owners, local officials and employees
- Must demonstrate a high energy level, promote a positive work ethic, and have a positive customer service approach
- Ability to analyze operational performance and make recommendations to implement systemic productivity improvements and have the ability to manage multiple projects and priorities
- Self-motivated with an ability to demonstrate initiative and possess strong decision-making and critical thinking skills
- Excellent communication skills, both verbal and written, with an ability to satisfy customer requests with tact, diplomacy and negotiating skills
- Strong organization skills and the ability to multi-task while scheduling, planning and working on multiple projects through to completion
- Valid driver’s license
Preferred:
- Previous experience in project management, customer service, or similar
- Knowledge of CAD, ESRI GIS applications
- Supervisory experience
Applications will be accepted until May 17, 2024.
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $96,600- $144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/14/24
A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24