Investment management jobs in Louisville, KY - Page 2Create job alerts

Job Description Position Summary We are looking for a licensed financial professional to join a collaborative advisory team. This position focuses on guiding clients through their financial journey—helping them organize, plan, and invest with confidence. The role emphasizes long-term relationship building, thoughtful investment strategies, and providing clear, tailored advice. The ideal candidate is detail-oriented, communicative, and thrives in a team-based environment. This is not simply about handling accounts—it’s about fostering trust, supporting financial decision-making, and creating lasting impact for clients. Responsibilities • Engage in relationship development through client referrals, networking, and professional connections., • Maintain and strengthen client relationships through consistent communication, account reviews, and planning sessions., • Deliver customized guidance on investment strategies and financial planning aligned with individual goals and risk tolerance., • Oversee investment accounts, including asset selection, due diligence, and portfolio oversight., • Support onboarding and service processes to ensure a smooth client experience., • Monitor economic trends, investment opportunities, and regulatory updates to inform client recommendations., • Operate with fiduciary responsibility while adhering to compliance standards. Benefits • Health, Dental, Vison- 100% covered for employee + premium for spouse or dependents, • Life and Disability employer paid, • Parental Leave, • Bereavement Leave, • PTO, • Retirement - Simple IRA Plan - match is 3%, • Client sending handbook and rates Qualifications • Bachelor’s degree in business, finance, economics, or a related discipline preferred (equivalent experience considered)., • Active Series 65 license, or Series 7 with 66., • 1–2 years of experience in financial services—client-facing, investment management, or planning., • Knowledge of financial products, portfolio construction, and planning concepts., • Strong communication and interpersonal skills; ability to simplify complex information for clients., • CFP® designation, or currently pursuing certification., • Background working with higher-net-worth clients or families., • Exposure to areas such as retirement, estate, or tax planning., • Established referral network or client relationships.

Job DescriptionAccountant - Tax /$$$/Thriving work culture!! This Jobot Job is hosted by: Evan Flynn Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $65,000 - $85,000 per year A bit about us: Our client is management and investment company that operates and develops properties, focusing on exceptional experiences and strong returns for owners. Why join us? • Medical/Dental/Vison, • Bonus, • HYBRID, • CTP Job Details Job Details: We are seeking a dynamic and experienced Accountant - Tax to join our fast-paced Accounting and Finance team. The successful candidate will be responsible for preparing and reviewing tax returns, providing tax advice, and ensuring compliance with federal, state, and local tax laws. This role is perfect for a seasoned professional who thrives in a high-energy environment and is passionate about utilizing their skills to make a significant impact on our organization. Responsibilities: 1. Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts., 2. Research and interpret tax laws, regulations, and court decisions to ensure compliance and identify tax planning opportunities., 3. Provide tax advice to clients and recommend strategies to minimize tax liabilities., 4. Assist with tax audits and negotiations with tax authorities., 5. Maintain up-to-date knowledge of tax laws and regulations., 6. Work closely with other team members to ensure accurate and timely tax reporting., 7. Collaborate with other departments to provide tax information and advice., 8. Perform tax-related financial statement analysis and review., 9. Assist in the development and implementation of tax strategies to optimize business operations., 10. Prepare tax projections and estimates for planning purposes. Qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field. An advanced degree or CPA certification is preferred., 2. A minimum of 3 years of experience in tax accounting, preferably in a public accounting firm., 3. Strong proficiency in Excel and other Microsoft Office applications., 4. In-depth knowledge of federal, state, and local tax laws and regulations., 5. Excellent analytical and problem-solving skills., 6. Strong communication and interpersonal skills, with the ability to explain complex tax concepts to non-tax professionals., 7. Ability to work independently and as part of a team, manage multiple projects simultaneously, and meet deadlines., 8. High level of integrity and professionalism., 9. Detail-oriented with a strong focus on accuracy and quality., 10. Ability to stay current with changing tax laws and regulations. This is an exciting opportunity for an experienced tax accountant to join a dynamic team and make a significant impact on our organization. If you are passionate about tax accounting and are looking for a challenging and rewarding role, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionJob Description General Manager-In-Training Looking for an opportunity to get ahead? Great! Now be sure to read everything until the end. At Domino’s we provide plenty opportunities. We are not normal pizza people. We are pizza fanatics. Together we create a career and chance to advance financially and professionally. 90% of our Franchisees started as delivery drivers and worked their way up to own one or more locations. If you have ever thought about going to college or technical school, consider this and education that pays. A typical trainee can learn our systems and be running their own store within a year. In your first year as a manager, you can be earning up to $85,000 a year. Doesn’t this sound like training that would be worth your time investment? After one year of being a General Manager, you can go and franchise on your own. Not interested in Franchising, no problem! We have other advancement opportunities like Training Implementation Specialists, District Managers, Operations Directors, and Marketing Directors. All these positions need to be filled from within our company. We do not hire external people for these positions. We currently have 21 locations in between Bloomington Indiana, and Louisville Kentucky Locations. We intend on rapid growth by acquisitions and new builds. We have an extremely aggressive bonus plan for managers that would like to take on the challenge of a new location. The last General Manager that achieved our goal earned over $32,000 bonus and is now a District Manager. You might be asking yourself “How does the training work and pay work?”. Let us explain. This is progressive pay and training. Like we said before, we like to promote within the company and keep reading until the end. We believe like many Franchisees before, starting as a delivery driver and learning the bread and butter of our company. If you want to be successful in our business this is where it starts and with a better understanding of what every team member in the company goes through at each stage, this will make you an effective leader. After delivering pizzas and getting a feel for the business, it is time to get you slinging some pizzas. This takes a lot of practice, but this is a great time to learn how operations work from within the store. Once you become a certified pizza maker you begin management training. We have 3 levels to go through and once completed you are eligible to run your own store. The timeline depends on you and your availability. Long story short, you will go through every stage of pay per level starting as a driver to a Level 3 Assistant Manager that earns bonuses. We are confident that you will earn a minimum of $52,000 within the first year with tips, mileage, wage, and bonuses. (working 45-50 hours a week). This is not bad that we pay you for this education. Most people don’t make this straight out of college. Our highest paid manager earned over $145,000 last year. He also began as a pizza delivery driver. Pretty cool right? Now if you are interested in this opportunity, please understand there is no shortcuts in training. Most of what you learn is through experience. We are confident if you come with an all-in attitude, you will make plenty of money, work with cool people and give yourself plenty of doors in the future. This is not for everyone but if you apply, answer your phone. Opportunity is calling. Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionJob Description General Manager-In-Training Looking for an opportunity to get ahead? Great! Now be sure to read everything until the end. At Domino’s we provide plenty opportunities. We are not normal pizza people. We are pizza fanatics. Together we create a career and chance to advance financially and professionally. 90% of our Franchisees started as delivery drivers and worked their way up to own one or more locations. If you have ever thought about going to college or technical school, consider this and education that pays. A typical trainee can learn our systems and be running their own store within a year. In your first year as a manager, you can be earning up to $85,000 a year. Doesn’t this sound like training that would be worth your time investment? After one year of being a General Manager, you can go and franchise on your own. Not interested in Franchising, no problem! We have other advancement opportunities like Training Implementation Specialists, District Managers, Operations Directors, and Marketing Directors. All these positions need to be filled from within our company. We do not hire external people for these positions. We currently have 21 locations in between Bloomington Indiana, and Louisville Kentucky Locations. We intend on rapid growth by acquisitions and new builds. We have an extremely aggressive bonus plan for managers that would like to take on the challenge of a new location. The last General Manager that achieved our goal earned over $32,000 bonus and is now a District Manager. You might be asking yourself “How does the training work and pay work?”. Let us explain. This is progressive pay and training. Like we said before, we like to promote within the company and keep reading until the end. We believe like many Franchisees before, starting as a delivery driver and learning the bread and butter of our company. If you want to be successful in our business this is where it starts and with a better understanding of what every team member in the company goes through at each stage, this will make you an effective leader. After delivering pizzas and getting a feel for the business, it is time to get you slinging some pizzas. This takes a lot of practice, but this is a great time to learn how operations work from within the store. Once you become a certified pizza maker you begin management training. We have 3 levels to go through and once completed you are eligible to run your own store. The timeline depends on you and your availability. Long story short, you will go through every stage of pay per level starting as a driver to a Level 3 Assistant Manager that earns bonuses. We are confident that you will earn a minimum of $52,000 within the first year with tips, mileage, wage, and bonuses. (working 45-50 hours a week). This is not bad that we pay you for this education. Most people don’t make this straight out of college. Our highest paid manager earned over $145,000 last year. He also began as a pizza delivery driver. Pretty cool right? Now if you are interested in this opportunity, please understand there is no shortcuts in training. Most of what you learn is through experience. We are confident if you come with an all-in attitude, you will make plenty of money, work with cool people and give yourself plenty of doors in the future. This is not for everyone but if you apply, answer your phone. Opportunity is calling. Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionCompany Description DTID dba Domino's Pizza recognizes the best way to achieve success is to first ensure the satisfaction of its team members. Treating team members exceptionally well is just one way we are committed to putting our people first. Domino's is proud to provide a fair and comprehensive rewards package. we have over 10,000+ employees with over 21+ all across Indiana and Kentucky area. We are always looking for exceptional talent and dedication. Job Description General Manager-In-Training Looking for an opportunity to get ahead? Great! Now be sure to read everything until the end. At Domino’s we provide plenty opportunities. We are not normal pizza people. We are pizza fanatics. Together we create a career and chance to advance financially and professionally. 90% of our Franchisees started as delivery drivers and worked their way up to own one or more locations. If you have ever thought about going to college or technical school, consider this and education that pays. A typical trainee can learn our systems and be running their own store within a year. In your first year as a manager, you can be earning up to $85,000 a year. Doesn’t this sound like training that would be worth your time investment? After one year of being a General Manager, you can go and franchise on your own. Not interested in Franchising, no problem! We have other advancement opportunities like Training Implementation Specialists, District Managers, Operations Directors, and Marketing Directors. All these positions need to be filled from within our company. We do not hire external people for these positions. We currently have 21 locations in between Bloomington Indiana, and Louisville Kentucky Locations. We intend on rapid growth by acquisitions and new builds. We have an extremely aggressive bonus plan for managers that would like to take on the challenge of a new location. The last General Manager that achieved our goal earned over $32,000 bonus and is now a District Manager. You might be asking yourself “How does the training work and pay work?”. Let us explain. This is progressive pay and training. Like we said before, we like to promote within the company and keep reading until the end. We believe like many Franchisees before, starting as a delivery driver and learning the bread and butter of our company. If you want to be successful in our business this is where it starts and with a better understanding of what every team member in the company goes through at each stage, this will make you an effective leader. After delivering pizzas and getting a feel for the business, it is time to get you slinging some pizzas. This takes a lot of practice, but this is a great time to learn how operations work from within the store. Once you become a certified pizza maker you begin management training. We have 3 levels to go through and once completed you are eligible to run your own store. The timeline depends on you and your availability. Long story short, you will go through every stage of pay per level starting as a driver to a Level 3 Assistant Manager that earns bonuses. We are confident that you will earn a minimum of $52,000 within the first year with tips, mileage, wage, and bonuses. (working 45-50 hours a week). This is not bad that we pay you for this education. Most people don’t make this straight out of college. Our highest paid manager earned over $145,000 last year. He also began as a pizza delivery driver. Pretty cool right? Now if you are interested in this opportunity, please understand there is no shortcuts in training. Most of what you learn is through experience. We are confident if you come with an all-in attitude, you will make plenty of money, work with cool people and give yourself plenty of doors in the future. This is not for everyone but if you apply, answer your phone. Opportunity is calling. Qualifications • High School Diploma, • You will be required to go through all stages of our training. Understanding our training system will help you meet our company expectations, and help you train team members in the future., • full time Availability, • Willing to be trained with new tech constantly, • is able to work in a fast pace environment, • preferred management experience, • leadership skills Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description Plant Controller Location: US-KY-Louisville Function: Finance Employment Type: Salary $130-140k plus 10% bonus Overview:- Join A Leading Consumer Products Branda world of opportunities! We are passionate about achieving results and have fun winning as a team! We are committed to a diverse and inclusive workplace environment in which individual differences are recognized, respected, and appreciated. We provide amazing job opportunities for growth with competitive salaries and benefits in an exciting, dynamic, fast-paced, and fun workplace environment. Are you looking to build a strong career? Then we have an opportunity for you! We are searching for a Plant Controller to join our team located at our Cooking manufacturing facility in Louisville, KY. Responsibilities Your Role:- As a Plant Controller, you will perform general accounting, auditing, business analysis, and reporting and will be responsible for providing financial management, guidance, and control of the manufacturing costs and operations for plant. The Plant Controller is responsible for coordinating separate or specialized accounting treatment and reporting (e.g., cost accounting using standard cost, process cost, and financial statements & reports) for different senior management and/or external customers. You will have the opportunity to Make Great Things Happen! The Plant Controller is an integral member of the plant leadership team that is responsible for managing the financial operations of the plant and providing financial direction, valuable insights, and recommendations to improve site performance. You will have the opportunity to: Operate as the CFO for the plant with a deep understanding and accountability to the Income Statement, Balance sheet and Cash flows of the plant. Apply accounting principles, theories, concepts, and practices to implement, and research cost reduction and expansion opportunities. Manage the month-end close process and conduct financial reviews with the Management team to ensure the accuracy of the financial results. Ensure compliance of SOX and internal controls, create a strong control environment related to inventory, fixed assets and procurement and lead responses to internal audit findings. Develop annual Plan and quarterly forecasting and standard costing for the site. Lead efforts around capital investment to include identification of projects with good returns, engaging with plant leadership on capital investment proposals, establishing ROI expectations and building the analytics needed to propose opportunities with strong returns. Be a key business partner to the Plant Manager, plant leadership team, Business Unit and Marketing teams and provide day-to-day technical advice and guidance on longer term strategy development and key initiatives. Supervise 2 finance team members and provide guidance to other functions as necessary. In locations where applicable, be responsible for complying with the SQF and GMP practices and programs to ensure safe food packaging product and to report food safety problems to those with authority to act. In this exciting role, you will influence the business performance, ensure accountability and accuracy, and work towards continuous improvement of processes. Qualifications We need you to have: BA/BS degree in Finance or Accounting Experience in a large manufacturing environment in the finance or accounting function. 5+ years of related professional Manufacturing Cost Accounting experience Systems capabilities including ERP systems (SAP a plus), Hyperion, Microsoft Office, Advanced Excel a must. Candidates with good communication, teamwork, and leadership skills combined with a curious and analytical nature thrive in our culture. Icing on the cake: MBA. CPA or CMA. Prior supervisory experience. Leadership experience with a consumer manufacturing company.

Job Description About the Role: The Senior Accountant at The Marian Group will play a critical role in managing financial operations for both development and construction projects, ensuring accuracy in cost tracking and financial reporting, budget management, compliance, and supporting project-specific financial activities. The Senior Accountant will also collaborate with various departments to align financial goals with operational objectives. Additionally, this role involves mentoring junior accounting staff, fostering a culture of continuous improvement and professional development. Ultimately, the Senior Accountant will contribute to the overall financial strategy and success of the company by delivering accurate and timely financial information. Skills: The required skills for this position include strong analytical skills, attention to detail, and the ability to work in a fast-paced environment while meeting deadlines. A strong understanding of accounting principles and financial reporting, which are essential for preparing accurate financial statements. Proficiency in accounting software and Excel is utilized daily to manage data and perform complex calculations efficiently. Leadership skills are crucial as the Senior Accountant will mentor junior staff, fostering a collaborative and productive work environment. Analytical skills are employed to conduct variance analysis and provide actionable insights to management, supporting informed decision-making. Additionally, effective communication skills are necessary for collaborating with various departments and presenting financial information clearly. Responsibilities: • Financial Reporting & Analysis: Ensure accurate and timely financial reporting., • Budget & Cash Flow Management: Maintain financial stability across projects., • Compliance & Audit Readiness: Ensure compliance with GAAP and regulatory requirements., • Project Development Tracking: Support accurate financial forecasting for development projects., • Developer Fee & Reimbursement Collection: Optimize cash flow through timely collections., • Construction Draw Process Management: Ensure smooth tracking and management of project funding., • Monthly Close & Reconciliations: Ensure accurate and timely financial closing., • Process Improvement & Efficiency: Identify opportunities for automation and workflow improvements., • Experience in Real Estate, Construction, Property Management, or Multi-Company Accounting. Founded in 1997, The Marian Group is a full-service real estate development, construction, advisory and investment firm based in Louisville, KY. The company's offerings include extensive expertise across product lines with a concentration on affordable and market-rate multifamily development, real estate construction, residential home building, financing, management, brokerage and investment advisory. The Marian Group exists to generate an outsized return on capital for its investors and to benefit people, neighborhoods and the larger community via impactful investment projects. Marian is a company devoted to three things: People, Neighborhoods and Community. This means every project we touch has to impact the lives of those it serves and spark positive change for the community as a whole. That's what sets us apart and gets us up in the morning. We're a team of thinkers, developers, and builders that lives in the communities in which we work. Our mission is to create quality living options for our residents, and we strive to make sure every project we undertake embodies our Core Values: Purpose Driven, Innovative, Compassion & Team-Work. At Marian, we believe that our people are our greatest asset. We are committed to creating a supportive and inclusive environment where every individual can thrive, grow, and make meaningful contributions. Our comprehensive benefit package reflects this commitment. We are proud to offer all of our Full-Time employees the below benefits: • Health Insurance: Medical, Dental & Vision, • Company paid Life Insurance, • Company paid Short & Long Term Disability Insurance, • 401K Plan, • Paid Time Off, • 8 Paid Holidays, • In-house Gym, • Professional Development Opportunities If you are unable to complete this application due to a disability, contact The Marian Group at 502-297-8130 to ask for an accommodation, alternative application process or other inquires.

Job DescriptionBenefits: • Base plus commission, • Bonus based on performance, • Competitive salary, • Paid time off, • Training & development, • Tuition assistance ROLE DESCRIPTION: As an Insurance and Financial Servies professional for Stepphone Mack - State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships in insurance and financial services., • Consult customers with comprehensive financial planning and insurance options., • Assist customers with retirement planning, investment management, and insurance needs., • Stay current with market trends and product offerings.QUALIFICATIONS:, • Experience in insurance and financial services preferred but not required., • Communication and interpersonal skills., • Licenses in insurance and FINRA Series 7 and 63 preferred but not required

Job Description As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees. Responsibilities Daily responsibilities include, but are not limited to, the following: • Participate in asset allocation of assigned customer portfolios, • Evaluate alternative investments, • Responsible for investment management of assigned accounts, monitoring and review, • Member of the Trust Investment Committee, • Participate in security selection process, • Communicate investment results to clients, • Responsible for new business development calls The successful candidate will have the following qualifications: • BS/BA in business finance or related field, • Minimum of 3 years experience in investments, • Proven ability to successfully interact with clients, • Proven business development skills, • Professional appearance and demeanor, • Excellent communication skills, • Broad knowledge of the equity and fixed income markets, • 401(k) with a company match of up to 6%, • ESOP employer match, • Medical insurance, • Dental insurance, • Vision insurance, • Cancer / Disease insurance, • Accident insurance, • Flexible Spending Accounts, • Health Savings Accounts, • Bank paid Life / AD& D insurance, • Voluntary Life / AD&D insurance, • Bank paid Short-Term and Long-Term Disability insurance, • Employee Stock Purchase Plan The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

Job Description Position: CFP Financial Advisor Private Wealth Firm Work Schedule: Hybrid | Louisville, KY or Surrounding Markets | U.S. Candidates Only Work Type: Full-Time Our client is a fast-growing fiduciary wealth management firm on track to reach $1B AUM by 2030. They partner with affluent households, delivering clarity, integrity, and personalized financial planning. With 50% annual growth and strategic advisor succession plans, were building one of the most dynamic firms in the industry. The successful candidate will receive paid training, licensing, and development, and will have a clear path to the top 10% advisor earnings within five years. Please note that this is a full-time, hybrid role, which requires occasional travel. Successful background and credit checks must be completed on the selected candidates prior to their start dates. Highlights of this Position: • Rare opportunity to join a high-performing, expanding firm, • Direct mentorship from senior leadership, • Access to client relationships via M&A and succession plans, • Structured career path to lead advisor with top earning potential, • Support and manage client relationships, • Deliver financial planning, retirement modeling, and investment advice, • Participate in business development and succession strategies, • CFP exam passed (or CFP certified), • 13 years of financial services experience, • Series 7 & 66 licensed, • Strong communicator, tech-savvy, and passionate about helping clients, • Located in or willing to relocate to Louisville, KY (or nearby markets)

Job DescriptionDescription: Why Everstory At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed. The Impact You Will Make The Administrator role at Everstory is a vital part of the location team and is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for: • Contract processing and quality control, including verification that all contracts are valid before entry., • Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits., • Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies., • File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented., • Human Resources: coordinate onboarding responsibilities as needed., • Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system., • Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts., • Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file return (email) to the Home Office Trust Department., • Work and Memorial Orders – Order Memorials when PIF (Paid in Full). Manage work orders for Park Services., • White Board Meetings– Take part in daily meetings between Administration, Maintenance, and Sales Department., • Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others., • Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect., • Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.Requirements:, • Basics: Multi-Line phone skills required. Filing skills (Alphabetically). Ability to type 40 words per minute with minimal errors and data entry skills. Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents., • Customer Focus: Ability to abide by all company policies and keep all employee and customer information confidential. Excellent customer service skills and optimal interpersonal skills., • Team Focus: Proficient organizational skills. Ability to multitask efficiently and work well independently or as part of a team. Ability to effectively and quickly complete tasks and assignments and meet deadlines., • Must possess a valid state driver’s license and have access to a personal vehicle for some locations., • High School equivalency required., • Minimum of one-year experience in administration or customer service., • This position requires availability to work some holidays, evenings and weekends as needed. Our Investment in You Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: • Medical, Dental, Vision, Life, AD&D and STD Insurance, • Tuition Reimbursement, • Career Advancement and Training, • Funeral and Cemetery Benefits, • Employee Referral Bonus The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.