Human Resources Generalist
On-site, Poughkeepsie, New York

Overview:
The Human Resources Generalist provides clients with product offerings in a consultative fashion while also ensuring overall client satisfaction with products and services provided by NYS Certified PEO. Serves as a Subject Matter Expert (SME) with small to mid-size clients with HR business needs. Maintains ongoing relationship with client contacts and acts as the primary point of contact for Professional Employer Organization (PEO). Works collaboratively with internal partners to provide clients with effective resources for HR compliance requirements andassist in enhancing employee culture and relations. This role will be responsible to assist in providing guidance to clients in relation to Federal and State (NY) HR/Employment Law in conjunction with the Director of Human Resources. The goal of the HR Generalist and department is to empower and educate clients in the myriad of HR issues facing small to moderate sized businesses.

Human Resources Generalist Qualifications:

• Bachelor's Degree or relevant experience (5+ years) in a HR Generalist or managerial capacity with Employee Relations experience and varied industry understanding.
• Ability to work onsite Monday thru Friday in Poughkeepsie.
• Exceptional attention to detail with strong communication acumen; written and verbal.
• Motivation to develop skills to keep pace with changing landscape of HR.
• Capacity to commute locally, during normal working hours, up to 25% of the time

Human Resources Generalist Responsibilities:

• Services clients and provides consultative guidance to ensure appropriate resolution of client issues. Partners and collaborates with internal departments/subject matter experts in delivering actionable responses or plans to client’s concerns.
• Collaborates with clients on Employee Handbooks updates for legal compliance, industry standards and clarity of benefit implementation. This includes the creation, review, and enhancement of employee handbooks utilizing relevant software.
• Provides consultative guidance and advice to clients in the areas of Performance Management, Recruiting and Retention Strategies, Compensation, Performance Development, Employee Engagement, Employee Relations, Compliance, Regulations, and Culture Enhancement.
• Responsible for ensuring shared employees are compliant with all required training/certifications.
• Communicates and interprets HR policies and procedures while providing remedies for any employee relations issue that may arise. Seeks appropriate guidance and support from Director of HR and Legal counsel as applicable.
• Maintains an awareness of HR trends and conducts training based on available resources.
• Promotes high-quality customer service to clients.

Compensation:
Benefits offered to employees include Medical, Dental, Vision, Paid Family Leave, Life Insurance, 401(k) Retirement, Holidays, Vacation and Sick days. Compensation for this position will be commensurate with experience and provide the successful candidate with extensive experience in a large number of industries.

This is an exceptional opportunity for an HR Professional that is looking to provide consultative HR expertise to business leaders throughout the Hudson Valley.

Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

Benefits:

• Competitive compensation
• Medical, Dental, and Vision insurance
• 401(k) Retirement Savings Plan with substantial company match
• Life and Travel Insurance
• Tuition Assistance
• Wellness Reimbursement Program
• Paid Holidays and Vacation

What is a Junior Clerk?

Under direct supervision perform various types of clerical work, which may include: maintaining files, messenger duties, typing, operating office machines and miscellaneous office tasks as assigned. 

What does it take to be a Junior Clerk?

Required:

• A High School diploma or equivalency diploma
• Ability to sort and deliver mail via a cart, lifting and various other mailroom duties 
• The ability to type, use a personal computer, telephone and other typical office equipment
• Knowledge of Microsoft Word and Excel
• Ability to be flexible to a changing work environment and be able to demonstrate excellent interpersonal skills
• Valid driver’s license

Preferred:

• Associates degree in Business Administration, Accounting, or a related field of study
• Secretarial, business and/or accounting clerical experience

Applications will be accepted until June 11, 2024.

This job does not have a range.  All incumbents are paid the same per collective bargaining agreement. Pay Rate:  $20.87 / hour

 Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted.  No phone calls or agencies, please.  All replies will be held in strict confidence.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.

VEVRAA FEDERAL CONTRACTOR

Our client near Chester, NY is looking for a Paralegal / Legal Assistant to join their team. The Legal Assistant will be responsible for providing a range of legal support and administration to lawyers and other legal professionals.
 

Legal Assistant Position Responsibilities:
• Coordinate and manage updates to the company’s Public Inspection Files
• Ensure effective organization, timely execution, and submission of Public Inspection Files
• Oversee and review all Home Security and Automation compliance issues across the organization
• Perform compliance-related administrative tasks such as performing data entry, filing legal paperwork, and handling phone and email correspondence
•Work with government and state and federal agencies as required, including submitting applications, answering questions, and providing information to agencies
•Assist with the continued development of the Legal Department by recommending and/or implementing solutions to a wide range of challenges
•Oversee railroad crossing permitting and certification of insurance requests, as needed
•Perform other duties, as needed

Legal Assistant Position Requirements:
• Associate degree in a related field, required
• 2 years of experience in compliance, regulatory affairs, home automation and security, or related field
• Experience working in the cable/broadband industry is a plus
• General computer proficiency with Microsoft Word, Excel, SharePoint, and Acrobat
• Demonstrates excellent organizational and analytical skills, and communicates effectively both in writing and verbally
• Self-motivated with the ability to effectively prioritize and meet deadlines

If hired, this organization also offers a competitive benefits package including Health, Dental, Vision, PTO program, 401K options, tuition reimbursement, as well as company discounts.

Please apply for consideration!
 

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

Job Title: Litigation Paralegal

Location: Millbrook, NY

Employment Type: Temporary to Permanent

Hours: Monday to Friday, 9:00 am to 5:00 pm

Compensation: $25 to $35 per hour

Join our esteemed legal team in Millbrook, NY, dedicated to providing exceptional legal services to our clients. We are seeking a skilled Litigation Paralegal to support our dynamic firm in various litigation matters. As a Litigation Paralegal, you will play a crucial role in assisting attorneys with case management and legal document preparation. Your responsibilities will encompass a wide range of tasks related to litigation proceedings.

Litigation Paralegal Qualifications:

• Minimum of two years of experience as a Litigation Paralegal.
• Proficiency in case management and legal document preparation.
• Strong knowledge of litigation processes and procedures.
• Excellent organizational and time management skills.
• Ability to work independently and collaboratively within a team.
• Effective communication and interpersonal skills.
• Detail-oriented with a high level of accuracy.
• Proficiency in legal research tools and software.

Litigation Paralegal Responsibilities:

• Efficiently manage cases under the guidance of attorneys.
• Prepare various legal documents, including complaints, motions, interrogatories, requests for production of documents, notices of depositions, briefs, and legal memoranda.
• Assist in discovery processes and related correspondence.
• Conduct legal research as necessary to support case preparation.
• Organize and maintain case files and documents.
• Coordinate with internal and external stakeholders, including clients, opposing counsel, and court personnel.
• Provide administrative support as needed to ensure smooth workflow within the legal team.

How to Apply:

If you are a dedicated and detail-oriented professional with a passion for litigation support, we encourage you to apply!

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

Join Our Team as a Medical Receptionist in Poughkeepsie, NY!

Are you an experienced medical administrative professional looking for a rewarding opportunity? We are seeking a skilled Medical Receptionist to join our team in Poughkeepsie, NY. This is a temporary-to-permanent position offering competitive pay rates of $18-$19 per hour.

Position: Medical Receptionist
Location: Poughkeepsie, NY
Employment Type: Temp to Perm
Hours: Monday - Friday, 8:45 AM - 5:00 PM
Salary: $18-$19 per hour

Medical Receptionist Qualifications:

• Minimum of two years of medical administrative experience required
• Proficiency in medical office procedures and terminology
• Strong communication and interpersonal skills
• Excellent organizational abilities and attention to detail
• Ability to multitask and prioritize responsibilities effectively
• Experience with electronic health records (EHR) systems preferred

Medical Receptionist Responsibilities:

• Greet patients and visitors in a friendly and professional manner
• Answer phone calls, schedule appointments, and assist with patient inquiries
• Verify patient information and insurance coverage accurately
• Collect co-pays and payments from patients, and process billing as needed
• Maintain patient records and ensure confidentiality of sensitive information
• Assist with administrative tasks such as filing, faxing, and data entry
• Collaborate with healthcare providers and staff to ensure efficient operations of the front desk

If you meet the qualifications and are ready to join a dynamic healthcare team in Poughkeepsie, NY, apply now!

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

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.

​

Position: Non-Profit Administrator

Location: Rhinebeck, NY

Type: Direct Hire, Part-Time (10-12 hours per week, flexible schedule)

Pay: $24-$26 per hour

Job Description: We are seeking a highly organized and experienced Non-Profit Administrator to join our team in Rhinebeck, NY. This part-time role offers a flexible schedule, allowing you to balance your work with other commitments.

Non-Profit Administrator Requirements:

• Minimum of 5 years of administrative experience
• Experience working in a non-profit organization
• Strong organizational and communication skills
• Proficiency in managing websites and social media platforms
• Familiarity with MailChimp and donor databases
• Grant writing experience is a plus
• Spanish language skills are a plus

As a Non-Profit Administrator, you will play a crucial role in ensuring the smooth operation of our organization. Your primary responsibilities will include:

• Gathering and organizing data from events, donations, and programs to ensure accurate reporting and data analysis
• Assisting in evaluating program success through follow-up surveys and analyzing registration data
• Managing and updating content on our website, social media channels, and MailChimp newsletters
• Overseeing the donor database, which includes handling fundraising campaigns, donations, and event registrations
• Writing and submitting grant applications and reports, and tracking deadlines for these tasks

If you are passionate about making a difference and have the skills and experience required for this role, we would love to hear from you.

Equal Opportunity Employers

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

Job Title: SAP Sales Assistant

Location: Danbury, CT

Type: Temporary to Permanent

Schedule: Monday-Friday, 8:30 AM - 5:00 PM

Pay Rate: $22 - $28 per hour

About Us: We are a leading company in the HVAC industry located in Danbury, CT, seeking a detail-oriented SAP Sales Assistant to join our Inside Sales Team. This position offers the opportunity for growth and advancement within our organization.

SAP Sales Assistant Requirements:

• Proven experience in a sales support or administrative role, preferably in the HVAC industry.
• Strong proficiency in SAP software with 1-3 years of hands-on experience.
• Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
• Mechanical and technical knowledge of HVAC parts and systems preferred.
• Exceptional attention to detail and accuracy in all tasks and communications.
• Effective communication skills, both written and verbal, to interact with team members and clients professionally.

Why Join Us:

• Opportunity to work with a dynamic team in a fast-paced and rewarding industry.
• Chance for career growth and advancement within the company.
• Competitive pay rate and benefits package.
• Collaborative and supportive work environment focused on teamwork and innovation.

SAP Sales Assistant Responsibilities:

• Provide essential support to the Inside Sales Team by assisting with various tasks and projects.
• Create accurate and timely quotes for clients based on their specifications and requirements.
• Facilitate the submission of client orders, ensuring completeness and accuracy in the process.
• Utilize mechanical and technical knowledge of HVAC parts to assist customers effectively.
• Utilize SAP software to manage sales orders, inventory, and customer data efficiently (1-3 years of SAP experience required).

If you are a motivated individual with SAP experience and a passion for providing excellent sales support, we want to hear from you! Apply now to join our team as a SAP Sales Assistant and take the next step in your career.

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

We are looking for compassionate caring professionals to work in a skilled nursing facility!

Ethan Allen Workforce Solutions is seeking experienced CNAs for our client located in Highland, NY. The selected candidate will train with Medication Administration, First Aid, and CPR, according to program requirements.

Weekends only! All shifts currently available. NO MANDATION, and no holidays required. Pay rate is $23.00 per hour. 

Job duties include:

• Assisting with personal care
• Assisting with daily activities for consumers living in the group homes
• Organizing and maintaining confidential files and information
• Interpreting and communicating consumers’ concerns and needs

The most successful CNA will have excellent time management and customer service skills, flexibility, patience, resiliency, and a genuine desire to serve the geriatric population. Must have 6 months experience in a nursing home.

You must have certificate and HS diploma.

Please apply for consideration!

Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own. 

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

Benefits:

• Competitive compensation
• Medical, Dental, and Vision insurance
• 401(k) Retirement Savings Plan with substantial company match
• Life and Travel Insurance
• Tuition Assistance
• Wellness Reimbursement Program
• Paid Holidays and Vacation

What is a Sustainability & Risk Management Administrator? 

The Sustainability & Risk Management Administrator works within the Sustainability and Risk department to coordinate activities in support of sustainability and insurance programs on behalf of the Company. This role has a focus in applying principles of Risk Management to analyze Central Hudson’s assets, earnings and risk information to prepare policies and reports. Risks can stem from a variety of sources including financial risks, legal liabilities, technology issues, accidents, and natural disasters. This role provides support for and maintains insurance relationships on behalf of the company. This role works closely with other departments within the Company to ensure appropriate accounting treatment and invoicing of financial transactions takes place as well as contributing to forecasting activities for the Company. This role supports the Sustainability Administration in the gathering of data for reporting activities.

What does a Sustainability & Risk Management Administrator do?

• Manages daily insurance and hedging activities and reports
• Supports the preparation of annual budgets
• Supports the preparation of monthly and annual financial forecasts
• Implements best practices in Risk and Sustainability
• Responsible for the compilation and analysis of data in the preparation of reports and filings with regulatory agencies and other outside constituencies
• Involved with Risk Management and Sustainability activities
• Ability to project manage
• Assists with special projects as needed
• Provides support for storm/emergency restoration efforts

What does it take to be a Sustainability & Risk Management Administrator?

Required:

• Bachelor’s degree in Accounting, Finance, Business, Economics, or related field with at least 2 years of relevant work experience. In lieu of a bachelors degree, an associates degree in the aforementioned fields and 4 years of relevant work experience

• Strong analytical, quantitative, organizational, and written/verbal communication skills
• Strong computer skills including proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
• Ability to work individually or as a team (with internal team members or cross functional teams)
• Ability to adapt to a variety of assignments and manage a number of projects in a deadline-oriented, fast-paced environment
• Valid driver’s license

Preferred:

• Experience with Compliance programs
• Experience with Insurance and Risk programs

Applications will be accepted until May 23, 2024. 

This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.

Pay range: $78,900- $144,900

Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted.  No phone calls or agencies, please.  All replies will be held in strict confidence.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.

VEVRAA FEDERAL CONTRACTOR

A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts.  For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions.  In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.

Essential Duties and Job Responsibilities:

1. Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch.  Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
2. Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
3. Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments.  Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
4. Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
5. Cultivates and manages new business referrals received from Bank colleagues and area-professionals.  Record activities in SalesForce.
6. Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals.  Records activities in SalesForce.
7. Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service.  Records all meetings and contacts of substance in SalesForce.
8. Continues to build and grow their own Centers of Influence (COI) network.
9. As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
10. Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
11. Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets.  In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
12. Performs other duties as assigned.
13. Remains current with fiduciary knowledge through attendance at seminars, schools and written publications

Education, Certification and Experience

1. Bachelor Degree or higher
2. Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
3. Certified Trust Fiduciary Advisor (CTFA) is desired but not required.

Knowledge, Skills, Abilities:

1. Strong decision-making ability
2. Ability to pay attention to details
3. Strong working knowledge of investment management
4. Ability to build relationships with clients and COIs
5. Strong analytical skills

Work Environment

1. Professional office

PHYSICAL DEMANDS:

1. Frequently required to sit for prolonged periods.
2. Normal range of vision, speech and hearing abilities required.
3. Mobility required for greeting and assisting clients, prospective clients and COIs.
4. Skillfully operate a computer, telephone and other standard office equipment.
5. Travel to Bank, client, prospective client and COI locations.
6. Occasionally lift and/or move up to 20 pounds

Special Note:

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. 

This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.