Responsibilities:
- Work with Team Members, service providers, and customers to set up new installations of equipment.
- Follow up of services rendered to customers, and closeout completed service tickets.
- Provide any needed training for new equipment.
Assist customers through continual support of equipment, and complete required actions for resolution. - Assist in the completion for the final evaluation of product and if needed, and connection to the cloud management system
- Potentially provide field support and assistance occasionally
- Quickly understand various vending equipment and services
Requirements:
- High School Diploma or Higher
- 2 Years customer service or call center support experience in equipment support
- Proficient Microsoft office related tools
Excellent verbal and written communication skills - Strong listening skills
- Ability to multi-task, prioritize, and manage time effectively
- Based in IDS Headquarters
Summary
As Customer Service Technician you will play a fundamental role in assisting sales team members and current customers with product service, installations, returns, and customer support. You must be comfortable working with team members, key manufacturing members, and third-party members of the organization. You will need to have a minimal of 2 years customer service or call center support experience in equipment support, the ability to multi-task, prioritize, and manage time efficiently.
Primary Responsibilities
Partners with the appropriate specialists to provide an integrated delivery of a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Requires significant relationship management, business development, presentation and sales skills that establish the manager as a trusted, client-focused, financial partner for TWG family members.
Strategic focus areas
- Drafting, reviewing, and presenting detailed analyses of individual family’s estate plan and/or income tax situation consulting by phone, via email, with TWG family members.
- Consulting with TWG’s outside counsel and/or tax advisors to coordinate appropriate solutions.
- Developing and presenting educational coaching and advisement strategies for family members.
What you’ll do day to day
- Partner with and support TWG family members to find creative solutions regarding financial and legal processes
- Have a working knowledge of TWG and manage all family member data in the appropriate systems
- Update family roadmap before and after all TWG meetings; maintain and organize TWG files
- Ensure all TWG family tasks, requests and communications are taken care of on a timely basis and troubleshoot issues as they arise
- Prepare and execute on all custodian paperwork and money movement requests
- Assist advisors in preparing for meetings, take notes in meetings and provide detailed follow up directly to TWG family members as appropriate
- Manage day to day operational business functions including compliance calendar, banking reconciliation, notification and other administrative duties for multi-generational family members
- Attend board and other organizational meetings: Trust board, Outlook Management Board, Family Council, Land Advisory, Family Assembly minutes preparation, delivery and retention.
- Gather information to create or update planning projections
- Assist TWG family members with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
- Coordination of education, funding, investments, insurance coverage and document and communicate recommendations
- Contribute to a professional and energetic working environment
RequirementsQualifications
- Ability to analyze and simplify complicated estate and tax planning situations to provide high quality solutions for family members with varying wealth profiles.
- Ability to explain estate and tax planning concepts in a manner that can be easily understood by all internal and external parties.
- Strong analytical skills.
Education and/or Experience
- Working knowledge of trusts preferred
- Minimum Required: Bachelor’s degree in business, finance, or related field or equivalent work related experience
- Desired or Strongly preferred: Certified Public Accountant or Juris Doctor
- Minimum Required: 7+ years of estate planning and or public tax accounting experience
Wittern Group is the nation’s largest vending and controlled dispensing company for the convenience service, IT, MRO, and Healthcare networks all around the world. We are defined by the great people who make up our teams – including technology, sales, business development, marketing, accounting, finance, compliance and more. In this role, you understand the value of building great relationships and consider it a strength of yours. You’re a pro at communicating on and off the page. You know how to prioritize and manage your time effectively, and when it comes to making decisions, you’re efficient and effective. You consider your organizational and analytical skills a key part of your success. You always drive for measurable results.
Summary
The Family Office role is a resource for The Wittern Group (TWG) family members, advisory boards, and management services. The Family Office provides coordination of estate and tax planning and consultation. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation.
Consulting services range from conference calls and/or in-person meetings with multi-generational family members, to conducting education and training sessions, and coordinating with outside centers of influence, such as attorneys and tax advisors.
The Software Developer will be responsible for designing, coding and modifying websites, from layout to function and according to specifications. Strive to create visually appealing sites that feature user-friendly design and clear navigation. The candidate should also be comfortable with the level of accountability that comes through job autonomy. The Software Developer will work directly with and report to the Director, Information Technology.
Job Summary
- Website Development & Management
- Manage Front-End Development - Design and build the front end of WordPress websites (HTML, CSS), including designing layouts and adding content. Deep understanding of UI and UX to improve user experience by making the site more visually appealing and user-friendly. Designs and implements new features and functionality.
- Manage Back-End Development - Server-side development to control how the sites work and encompasses changes and updates. Manages databases and servers, and is responsible for structure, security, and content management. Ability to write code in languages like PHP or .NET, that are compatible with databases. Establishes and guides a website’s architecture.
- Generate Plug-Ins and Themes - Work with code to create and implement themes and plug-ins them. Formulates an effective, responsive design and turns it into a working theme and plugin.
- Performance Monitoring - Monitor WordPress web applications to make sure they are online, working correctly, and loading quickly. Respond to error codes and troubleshoot problems. Ensure high-performance and availability, and manage all technical aspects of the CMS.
- Participate in Meetings help conceptualize ideas to help bring visions into reality.
Other Support
- Support the CMO and Director, Information Technology in daily administrative tasks as required
- Extensive Database design and Application programming project experience required
Education, Qualifications and Skills
- Bachelor’s degree or higher in related field (computer programming or a similar field) and two (4) or more year(s) experience in C#, Visual Basic, database management, web design, and networking (preferred) OR equivalent combination of education and experience.
Apply by clicking on the link below:
Contact Information
Duties and Responsibilities
- Oversees the general accounting function, which includes inter-company accounting, cash management/reconciliation, financial reporting, balance sheet management and tax reporting.
- Accountable for ensuring that policies and procedures (internal controls) are in place to provide reasonable assurance that the company assets are protected.
- Coordinates and oversees activities relative to internal controls documentation and testing and segregation of duties.
- Provides technical accounting guidance and support to all company entities. This may include involvement in due diligence and other activities surrounding acquisitions/dispositions.
- Ensures that company financial records are maintained in compliance with company policies. Responsible for reviewing monthly/quarterly account reconciliations and other documents to ensure this compliance.
- Ensures that company financial reports are prepared in compliance with policies and directives.
- Responsible for the completion of Federal and State tax reporting requirements (including income, property, sales and use, payroll and other local taxes), insurance reports and other compliance reports.
- Ensures that the ERP and general ledger system continues to operate as required. Involved in validating/designing suggested changes to ensure accounting requirements continue to be met.
- Coordinates work relating to both internal and external audits in the periodic review of the company financial records. Responsible for the implementation of agreed upon recommendations resulting from any audit findings.
- Ensures that the accounting department is staffed with qualified financial personnel capable of meeting the objectives and responsibilities, noted above. Responsible for continued development of these associates.
Requirements:
- Education: Undergraduate Degree in Accounting **CPA certification is preferred**
- Experience: 5 - 10 years of combined accounting experience (manufacturing or financial services preferred).
- Leadership: Prior management experience required.
- Business Knowledge: Experience in analyzing business performance and developing financial plans.
- Accounting Knowledge: Strong knowledge of US GAAP, internal controls and financial reporting.
- Problem Solving Skills: Anticipates, identifies, and defines problems. Seeks root causes. Develops and implements practical and timely solutions.
- Teamwork: Collaborates with other members of groups in the pursuit of common goals. Proven ability to contribute both independently and as part of a team.
- Communication: Excellent listening, interpersonal, and presentation skills.
- Thoroughness: Demonstrates attention to detail and accuracy. Defines and organizes tasks, responsibilities and priorities. Takes responsibility for timely completion.
- Technology Skills: Ability to leverage MS office – especially access and excel and/or other business intelligence tools (Experience with Infor CSI, Infor CRM and/or Infor Birst is a plus)
- Initiative: Voluntarily takes the first steps to identify and address existing and potential obstacles, issues, and opportunities.
Summary
This role will help us improve our internal controls and streamline financial processes within our new ERP system. Key elements of the role will be partnering with other business leaders to help design and deliver reports, metrics, and dashboards that control financial assets and drive actionable insights. In addition, this role will provide analysis, build financial models, support process improvement initiatives, and oversee/perform day to day accounting activities.