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BASIC FUNCTIONS AND RESPONSIBILITIES:
Responsible for the preparation of fresh and wholesome hot buffet foods for breakfast and lunch for a hotel serving up to 2500 meals per day ensuring a smooth operation, proper sanitation, and sound management of three to ten employees.
ESSENTIAL JOB FUNCTIONS:
- Assume responsibility for the overall production of hot breakfast items, lunch, and additional hot banquet preparations served for both breakfast and lunch.
- Open kitchen and coordinate all hot food preparations for breakfast, and lunch, ensuring food is presented in accordance with company specifications.
- Work with Front of the house buffet staff to ensure opening timelines are met for the Main dining room and lower dining rooms.
- Oversee hot food garnishes and ensure that all buffet foods are replenished in a timely manner.
- Work with Room service team to ensure all in room dining orders are handled expeditiously.
- Work directly with Employee Cafeteria team to minimize waste and coordinate menu production using foods available at end of shift.
- Oversee the production and quality of all saucier prepared soups, stocks and braised items.
- Requisition food materials daily or as needed for the preparation of breakfast, and lunch, to be filled by the Receiving Department.
- Ensure all requisitions are stored and rotated in a timely manner.
- Develop menus, prep lists, requisitions, photograph, costing, and new menu packets with assistance of Executive Chef.
- Maintain work spaces including stainless steel tables, equipment, dry storage shelves, walk-in refrigerators, upright freezer, and general sanitary condition of hot side kitchen and vegetable prep area in a neat and orderly fashion.
- Execute on-line production of meal period.
- Assist Granary staff during prep and ensure delivery timelines are met.
- Ensure all food product is used as effectively as possible.
- Monitor the quality and quantity of food that is prepared. Ensure adherence to quality expectations and standards including all assigned production.
- Keep up to date on house counts on a daily and weekly basis for proper menu breakdown.
- Demonstrate advanced knife handling skills and familiar with kitchen equipment and machines.
- Prepare and service all food items for a la carte and or buffet menus according to hotel recipes and standards.
- Ensure proper rotation of product in all refrigerators to minimize wastage/spoilage.
- Work on the line under time constraints, extreme temperatures, and high business levels.
- Learn, retain, and demonstrate a full knowledge and understanding of all menu items, Carriage Lounge, and banquet menus as trained.
- Follow kitchen policies, procedures and service standards.
- Bake, roast, broil, and steam meats, fish, vegetables, and other foods.
- Check and ensure the correctness of the temperature of appliances and food.
- Check the working condition of equipment and machinery in accordance with specifications.
- Communicate assistance needed during busy periods.
- Ensure proper portion, arrangement, and food garnish.
- Prepare and cook food according to recipes, quality standards, presentation standards, and food preparation checklist.
- Prepare special dietary meals or substitute items.
- Regulate temperature of ovens, broilers, grills, and roasters.
- Test foods to determine if they have been cooked sufficiently.
- Weigh, measure, and mix ingredients.
- Supervise, train, evaluate and schedule a staff up to 10.
- Meet with Dining Room managers to discuss daily services and special functions.
- Attend to any problems that may occur during the AM shift and report the incident to the Executive Chef.
- Check daily house counts for all meals and their scheduled times, maintain attention to any special requests.
- Delegate designated prep work load for entire AM hot side crew.
- Maintain an awareness of and minimize costs/expenses.
- Carry out supervisory responsibilities in accordance with Mohonk Mountain House policies. Maintain a knowledge of local, state, federal health and employment laws.
- Interview, hire and train employees; plan, assign, and direct work; appraising performance; reward and coach/counsel/discipline employees; address complaints.
- Act calmly and effectively in emergency situations.
- Analyze problems and develop and implement action plans to address problems.
- Monitor schedule daily to minimize overtime.
- Delegate and participate in food preparation for next day's shift.
- Facilitate/attend shift briefings and actively participate daily.
- Inspect the work of others by touch, sight, sound, taste and smell for conformance to prescribed standards
- Maintain confidentiality of proprietary information; protect company assets.
- Maintain good working relationships with coworkers, guests, and managers.
- Research industry trends regularly and maintain a current knowledge of common or trending practices in the industry.
- Inventory and maintain equipment and supplies, initiate purchases, and safeguard equipment and supplies.
- Work clean and be responsible for kitchen organization and orderliness. Clean and scrutinize work stations periodically during work shift.
- Maintain proper Kitchen safety procedures.
- Ensure the cleanliness and maintenance of all work areas, utensils, and equipment.
- Follow all safety and sanitation policies when handling food and beverage.
- Handle hot items with care.
- Inform Executive Chef, Executive Sous Chef of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- Keep refrigerators and storerooms clean and neat. Ensures food and supply items are stored per standards.
- Maintain food and cooler logs.
- Perform job safely while maintaining a clean, safe work environment.
- Complete safety training and certifications when offered.
- Wash and disinfect kitchen area, tables, tools, knives, and equipment.
- Lift up to 50 pounds from ground level and carry a distance of up to 100 feet with/ without assistance. Walk up to 5 miles per day.
- Follow all company and safety and security policies and procedures
- Maneuver carts or dollies safely with loads up to 200 pounds up and down stairs, elevators, through passageways or outdoors up to 75 yards.
- Identify safety hazards, report, and follow up to see that corrective action is taken.
- Inform supervisor of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
- Operate equipment such as ovens, stoves, grills, microwaves, steamers, kettles, and fryers.
- Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
- Perform basic mathematical functions with recipes such as addition, subtraction, multiplication, and division.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Prepare administrative reports in a clear, logical manner.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook.
- Develop and implement short and long-term goals and objectives for the department and Mohonk Mountain House.
- Offer consistently professional, friendly and proactive guest service while supporting fellow colleagues.
- Assist all service staff and company workers in a professional manner insuring our guest service is in accordance with company standards.
- Adhere 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.
- Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Taste sweet, sour, bitter, and salty and demonstrate a sense of smell.
QUALIFICATIONS:
- Associates degree in Culinary Arts from accredited culinary school or 5-7 years experience in similar operation.
- 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.
- Certified in food service sanitation practices and prevention of food borne illnesses.
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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/6/24
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 Executive Assistant?
The executive assistant supports the executive team with tasks such as scheduling, reviewing, prioritizing, responding to emails, answering and returning phone calls, organizing documents, maintaining records, taking notes at meetings and any other administrative tasks that help executives perform their jobs. The Executive Assistant manages the executives’ daily calendar, including scheduling meetings, confirming appointments, writing itineraries, and arranging for transportation.
What does an Executive Assistant do?
- Provides administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf
- Maintains comprehensive and accurate records
- Performs minor accounting duties
- Manages scheduling for company executives, including organizing meetings, scheduling, sending reminders, and organizing catering when necessary
- Answers phone calls in a polite and professional manner
- Manages executives’ calendars, including making appointments and prioritizing the most sensitive matters
- Organizes and prepares for meetings, including gathering documents and coordinating logistics of meetings
- Answers and responds to phone calls, communicates messages and information to the executives
- Prioritizes emails and responds when necessary
- Coordinates travel arrangements
- Maintains various records and documents for company executives
- Provides support for storm restoration efforts
What does it take to be an Executive Assistant?
Required:
- A high school diploma or equivalent and at least 5 years of relevant experience
- Proficiency with Microsoft Office suite (e.g., Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Strong organizational and time-management skills
- Ability to manage multiple tasks concurrently while working under deadline constraints
- Excellent written and verbal communication skills
- Ability to handle sensitive information with discretion
- Valid driver’s license
Preferred:
- Experience within the electric and gas utility industry
- Administrative experience supporting Executive level staff.
Applications will be accepted until June 11, 2024.
Pay range: $78,900-$110,400
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.
protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/8/24
Empire Merchants North is the premier wine and spirits distributor in Upstate New York with roots going back to the end of Prohibition. With more than 600 dedicated employees and state-of-the-art facilities, Empire Merchants North has become synonymous with both service and quality and has earned the loyalty of more than 9,000 area restaurants, bars, hotels, nightclubs, and retail outlets. Empire Merchants North acts as a marketing agent for the brands that we represent and is proud to employ the most knowledgeable and well-equipped sales force in Upstate New York.
We are seeking a high energy, motivated Night Warehouse Supervisor in our Coxsackie, NY Distribution Center.
The primary duties of the Night Shift Supervisor will strive to achieve the production and
distribution objectives of the company using supervisory methods and coaching techniques. Is
responsible for warehouse training, developing warehouse personnel to ensure accurate, on
time, and damage free movement of product shipped out of the warehouse. Will help build a
team environment of well-trained employees. Employ excellent communication skills to facilitate
completion of night shift job duties. Follow and promote the accepted safety practices to
maintain a safe working environment. Emphasis will be placed on proper truck loading and
breakage and damaged product control ensuring high levels of customer satisfaction.
Position will also learn the processes and serve as a back up to the night managers in the areas
of shift production set up; understanding how to and executing on waving, label creation, job
assignment, invoicing, and other administrative tasks as needed to ensure successful night shift
work completion in the absence of the night shift Manager.
ESSENTIAL POSITION RESULTS
• Must be able to multi-task and stay on top of highly complex processes with a large
amount of data.
• Must be able to maintain composure and stay focused in times of stress.
• Must be able to recognize problems at an early stage and be able to communicate and
trouble shoot to resolve the problems.
• Must possess good communication skills to keep night management fully apprised of
situations that arise. When necessary, will need to contact technical support to resolve
system and software problems.
• Supervises warehouse union employees. Working knowledge and a thorough
understanding of the Collective Bargaining Unit Contract is required.
• Expected to provide staff coaching for improvement as well as praise for a job well done.
• Works with all hourly employees to insure the accurate picking of orders and proper
loading of trucks.
• Must have knowledge of SAP, Lucas, and all warehouse management systems.
• Maintains a safe and clean working environment by complying with procedures, rules,
and regulations
SUPERVISORY RESPONSIBILITIES
Supervises members of the night warehouse team. Works closely with Management to direct the
workflow in an efficient and professional manner. Is responsible for providing effective
leadership while fostering a positive team environment and providing overall direction,
coordination, and evaluation of the department. Performs supervisory responsibilities in
accordance with the organization's policies and applicable laws. Responsibilities include but are
not limited to training employees; planning, assigning, and directing work; recognizing,
rewarding, and coaching; addressing complaints, and resolving problems.
COMPENSATION & BENEFITS
Empire Merchants North offers a competitive compensation package including:
• Paid Holidays, Health Plan options (medical, dental, life insurance, and other voluntary plans), Flexible Spending Account, 401K, PTO, vacation accrual, and more.
• Hourly Rate $28.85 per hour / Full time / Monday - Thursday
• The company will evaluate a specific candidate's education, skills and experience when making an offer
QUALIFICATIONS
Education, Certifications and/or licenses
EXPERIENCE:
-High School Diploma or equivalent, college preferred.
-At least 3 - 5 years related experience and/or training; or equivalent combination of
education and experience
KNOWLEDGE/SKILLS:
-Proficient PC skills using MS Office and other various computer systems.
-Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals.
-Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers,
common fractions, and decimals.
-Must be a results oriented professional with excellent verbal and written communication
skills using diplomacy and discretion as well as strong customer service skills.
-Ability to multi-task, work independently and/or within a team, pays attention to detail and
meets deadlines.
TRAVEL REQUIREMENTS
None
Applicants only, No Recruiters please.
Empire Merchants North is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, sexual orientation, gender identity, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Empire Merchants North will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (800) 724-3960.
- Full Time
- Immediately
- 28.85 Hour
- 16 Houghtaling Road, W Coxsackie, NY 12192
- 5/1/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Responsible for the preparation of fresh and wholesome meals for a hotel with a 600 hotel guest and 500 day guest capacity, ensuring smooth operation, proper sanitation, and sound management of up to 20 staff members.
ESSENTIAL JOB FUNCTIONS:
- Assume responsibility for the overall production of hot and cold foods associated with a la carte and buffet dining services which include Main Dining room, West Dining room, East Dining Room, Carriage lounge, and Banquets as assigned.
- Execute menus with complete oversight of kitchen set up, service, and breakdown of stations in regards to hot and cold foods for Mohonk Food and beverage functions.
- Communicate effectively with Front of the house management before, during, and after service.
- Conduct food tastings for development of future menu items and create standard recipes that can be taught to staff.
- Conduct shift briefings and menu training for front of the house staff as needed for new menu implementation
- Oversee and continue development of the chef’s table menus and execution
- Be able to assume Executive Sous Chef duties whenever needed
- Close kitchen following all departmental guidelines as it pertains to food safety, labor management, and kitchen checklists
- Be able to write menus, cost out using standard recipe cards, and ensure staff is trained on all aspects of prep lists assigned
- Work with theme program management to create special food demos and tastings for promotional events.
- Meet with Captains before service to address any special requests or dietary restrictions.
- Carry out supervisory responsibilities for a staff up to 20 in accordance with Mohonk Mountain House policies. Interview, hire and train employees; plan, assign, and direct work; appraise performance; reward and coach/counsel/discipline employees; address complaints. Monitor schedule daily to minimize overtime.
- Work with the Chef and Executive Sous Chef to ensure all products are ordered for and processed in accordance with Mohonk culinary standards. Work with purchasing to ensure any additional products outside of normal dining operations are ordered and used as required.
- Requisition food materials daily or as needed for the preparation of breakfast, lunch, and dinner services to be filled by the Receiving Department.
- Oversee kitchen and coordinate all hot and cold food preparations for dinner service ensuring food is presented in accordance with company specifications. Delegate prep work load for Garde Manger crew.
- Check all hot and cold foods prepped before service to ensure proper quality and quantities needed are at hand.
- Expedite for the entire service period ensuring each plate is of the highest quality possible.
- Learn, retain, and demonstrate a full knowledge and understanding of all menu offerings.
- Prepare and cook food according to recipes, quality standards, presentation standards, and food preparation checklist. Ensure proper portion, arrangement, and food garnish. Test foods ensure the correctness of the temperature of food.
- Prepare special dietary meals or substitute items.
- Maintain work spaces including stainless steel tables, equipment, dry storage shelves, walk-in refrigerators, upright freezer, and general sanitary condition of garde manger and vegetable prep area in a neat and orderly fashion.
- Provide relief coverage as needed for Exec Sous Chef. Execute on-line production of meal period and ensure all food product is used as effectively as possible. Monitor house counts on a daily and weekly basis for proper menu breakdown. Delegate and participate in food preparation for next day's shift.
- Demonstrate advanced knife handling skills and familiar with kitchen equipment and machines.
- Work on the line under time constraints, extreme temperatures, and high business volume.
- Bake, roast, broil, and steam meats, fish, vegetables, and other foods. Weigh, measure, and mix ingredients. Maintain an awareness of and minimize costs/expenses.
- Check the working condition of equipment and machinery in accordance with specifications.
- Operate and regulate temperatures of equipment such as ovens, stoves, grills, microwaves, steamers, kettles, and fryers.
- Meet with Food and Beverage managers to discuss daily services and special functions.
- Analyze problems and develop and implement action plans to address problems. Report to the Executive Sous Chef.
- Facilitate/attend shift briefings and actively participate daily.
- Inspect the work of others by touch, sight, sound, taste and smell for conformance to prescribed standards
- Maintain confidentiality of proprietary information; protect company assets.
- Offer consistently professional, friendly and proactive guest service while supporting fellow colleagues. Assist all staff in a professional manner ensuring our guest service is in accordance with company standards. Maintain good working relationships with coworkers, guests, and managers.
- Research industry trends regularly and maintain a current knowledge of common or trending practices in the industry. Maintain a knowledge of local, state, federal health and employment laws.
- Inventory and maintain equipment and supplies, initiate purchases, and safeguard equipment and supplies.
- Work clean and assume responsibility for kitchen organization and orderliness. Clean and scrutinize work stations periodically during work shift ensuring the cleanliness and maintenance of all work areas, utensils, and equipment.
- Follow kitchen policies, procedures and service standards. Follow all safety and sanitation policies when handling food and beverage. Handle hot items with care.
- Maintain food and cooler logs. Keep refrigerators and storerooms clean and neat. Ensure food and supply items are stored per standards. Ensure proper rotation of product in all refrigerators to minimize wastage/spoilage.
- Complete safety training and certifications when offered.
- Lift up to 50 pounds from ground level to waist height and carries a distance of up to 100 feet with/ without assistance. Walk up to 5 miles per day.
- Maneuver carts or dollies safely with loads up to 200 pounds up and down stairs, elevators, through passageways or outdoors up to 75 feet.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Identify safety hazards, report, and follow up to see that corrective action is taken. Inform Executive Chef, Executive Sous Chef of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
- Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
- Perform basic mathematical functions with recipes such as addition, subtraction, multiplication, and division.
- Prepare administrative reports in a clear, logical manner.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook.
- Adhere 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.
- Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Taste sweet, sour, bitter, and salty and demonstrate a sense of smell.
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.
- Associates degree in Culinary Arts from accredited culinary school or 5-7 years experience in similar operation.
- Certified in food service sanitation practices and prevention of food borne illnesses.
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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/18/24
Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24