Your search resulted in 3 "Experienced Accountant" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Experienced Accountant
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.
- Part Time
- Immediately
- $24-$26 Hour
- Rhinebeck, NY 12601
- 5/23/24
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:
- 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.
- 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.
- 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.
- 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.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- 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.
- 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.
- Continues to build and grow their own Centers of Influence (COI) network.
- 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.
- 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.
- 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.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- 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.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Serve as the primary point of contact related to Recreation, Spa and Meal reservations for in-house guests. This staff person will have very high levels of guest contact. In addition to assisting guests with reservations for activities, this staff member will serve as contact point for Mohonk Staff members looking to provide further guest experience enhancements. This person will be responsible for the coordination and maintenance of the Central Stairs information boards related to content and appearance.
ESSENTIAL JOB FUNCTIONS
- Greet guests immediately with a friendly and sincere welcome.
- Use a clear, understandable speaking voice, exercise judgment, respond to inquiries with accurate information regarding hours of outlet operation, directions to local attractions, or meeting rooms, car rentals and airline shuttle service, etc. according to individual needs.
- Learn and retain a current knowledge of all Mohonk Mountain House offerings for food and beverage, recreation, and other services.
- Learn and retain a knowledge of Mohonk Mountain House history, family history, policies and values.
- Demonstrate a current knowledge of the various attractions, activities and events available in Ulster, Dutchess, and Orange Counties. Provide directions.
- Demonstrate a basic knowledge of other attractions in the Hudson Valley Region. Provide directions.
- Demonstrate a basic knowledge of all mass transportation and rental services available to/from Mohonk Mountain House and the metro areas of New York, New Jersey and Connecticut.
- Demonstrate a familiarity with the services and floorplans of Stewart, Albany, Westchester, JFK, Laguardia, and Newark airports as well as Port Authority Bus Terminal of NYC, and Grand Central Station. Have a basic understanding of the New York City Subway system.
- Work with external companies to arrange excursions to surrounding area attractions on behalf of the guest.
- Maintain a current knowledge of reputable restaurants, bars, eateries, retail, and other services available in Ulster County.
- Create and consistently maintain a quality work environment that is conducive to "Legendary" service.
- Work in conjunction with the Front Desk staff and other departments to accommodate guest information needs/services.
- Maintain open, concise, and consistent communication with management, co-workers and guests.
- Book guest reservations for in-house dining, spa, recreation and other services utilizing various windows based reservations system/point of sale.
- Enter and confirm reservations in the systems with the utmost accuracy and detail to capture all important information. Assist guests with questions regarding their existing reservations.
- Process special requirements and needs for guests through the proper channels so that the requests and needs are met accurately and to the guest’s satisfaction and safety.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Take responsibility for guest concerns: listen, empathize, apologize, resolve and never prove the guest wrong.
- Maintain confidentiality and use discretion and proper judgment in all matters, at all times.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Demonstrate proper accounting procedures for deposits, refunds, rate adjustments and end of shift audits.
- Work under stress from contact with public, demanding deadlines and changing priorities and conditions.
- Remain calm and alert during heavy resort activity. Plan and implement detailed steps by using experienced judgment and discretion.
- Act calmly and effectively in emergency situations and maintain a full understanding of the Mohonk Mountain House Evacuation Plan.
- Demonstrate professional composure and use good manners on the telephone and in person. Answer and respond to telephone calls and emails promptly and communicate in a clear and professional manner. Produce well-written and error-free emails and documents.
- Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation, speaking enthusiastically and engaging with others.
- Participate in outbound sales communications. Achieve high call volume and conversion ratio based on goals set by the Director of Hotel Operations.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook, Resort Suites, Reservation Assistant. NAVIS Applications & Software knowledge a plus.
- 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.
- 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.
- 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.
- Lift up to 25 pounds from ground level to waist level and carries a distance of up to 50 feet with/ without assistance. Walk up to 5 miles per day.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Inspect work by touch, sight, sound and smell for conformance to prescribed standards.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Work in active guest setting subject to continuous interruptions and background noises.
- Work up to five hours viewing a computer video monitor and/ or operating a keyboard.
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.
- At least 3 years of experience in a customer focused work environment with proven problem-solving preferred.
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
- 5/2/24