Career
Opportunities

Essential Functions: 

• Works with the CEO to determine the mission, purpose, and priorities of the organization
• Sets annual monetary goals and budgets according to short- and long-term goals
• Establishes fundraising objectives for the organization, setting one year, five year, and longer-term goals
• Maintains a list of potential financial donors including corporations, foundations, and individuals
• Produces relevant and informative fundraising literature for distribution to previous donors and the public
• Researches potential sources of, and applies for, grants and public funding
• Oversees the fundraising process and maintains records of receipts and disbursements of funds
• Plans fundraising events that effectively communicate the purposes of the organization.
• Performs other related duties as assigned

Competencies : 

• Extensive knowledge of fundraising strategies and principles
• Excellent management and supervisory skills
• Excellent written and verbal communication skills
• Excellent interpersonal skills
• Knowledge of tax planning principles and techniques that favor charitable giving
• Excellent time management skills with a proven ability to meet deadlines
• Proficient in Microsoft Office Suite or similar software

Required education and experience:

• Bachelor’s degree in Business Administration, Finance, Accounting, or similar field or commensurate experience required
• Five years of experience in fundraising for a nonprofit organization highly preferred

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Essential Functions: 

• Contacts prospective clients about insurance products and policies
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs
• Suggests modifications and updates to clients’ existing insurance policies
• Builds customized insurance policies and packages to meet clients’ needs
• Takes on the role of a trusted advisor meeting people where they are at
• Focuses on protecting the client’s future
• Actively works to retain and strengthen customer relationships
• Performs other related duties as assigned

Competencies : 

• Extensive knowledge of various insurance products and policies
• Ability to determine best insurance policy for individual clients
• Excellent interpersonal and sales skills
• Ability to identify and contact prospective clients
• Excellent written and verbal communication skills
• Proficient computer skills with the ability to learn new software
• Driven and goal oriented

Required education and experience:

• High school diploma or equivalent
• Customer service experience

Preferred education and experience:

• Licensed with Insurance industry experience
• Bachelor’s degree

Essential Functions:

• Oversees the daily administrative activities of the office.
• May handle or assist with recruiting, onboarding, performance management, professional improvement, and termination of employees in accordance with company policy.
• Assist / manage HR functions including salary and benefit oversight, vacation requests, personal days and day to day issues with office staff. This includes managing workflow, professional development, annual reviews.

Office Duties/Responsibilities: 

• Financial responsibilities including developing/oversight of budgets, year-end planning, and oversight of the bookkeeping. Regular review/distribution of firm financial reports to Partners.
• Liaison for all supporting vendors/agents (review and vet proposals, cost estimates and contracts; manage trouble tickets and ongoing service needs).
• Review and management of applications, insurance policies and updates.
• Technology management—Primary contact with outside IT company on computers, network and email matters, telephone systems, and cell phone account.
• Oversees marketing, website management and development and other social media platforms. Manages charitable requests and firm marketing/charity within annual budget.
• Assists in creating and distributing positive branding messages and collateral for the firm.
• Manages health plan insurance and compliance for staff and attorneys.
• Performs or facilitates maintenance of office equipment including cleaning, maintenance, and repairs.
• Maintains and orders office supplies as needed.
• Primary contact with landlord or facility manager on building maintenance, repairs or improvements, building use conflicts and other issues arising under lease.
• Provides clerical support when needed to assist clerical staff with assigned administrative duties such as answering phones, sorting and distributing mail, and preparing documents as needed.
• Organizes staff and attorney meetings and functions.
• Oversight of office files management; implements an efficient system for other staff to access files and records.
• Work with firm’s accounting firm to ensure retirement plan compliance.
• Performs other related duties as assigned.
• Liaison with the Firm Managers and Partners, as necessary.

Required education and experience:

• High school diploma or equivalent required; Associate’s degree in office administration or related field preferred.
• At least five years of administrative and clerical experience required.

Essential Functions:

• Have the passion for building relationships
• Proven track record of recruiting experience
• Respond well to working within time constraints
• Strong follow-up skills

Competencies: 

• Excellent organizational skills and attention to detail
• Extensive knowledge of office management systems and procedures
• Ability to operate general office equipment
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite or similar software
• Ability to maintain confidential information

Required education and experience:

• Bachelor’s Degree
• Experience in talent acquisition