Position Summary

The Financial Planner works in conjunction with our registered advisors to determine the financial goals of their clients;

providing recommendations on products and services to best fit their needs. After conducting research, the Internal Financial Planner assesses strategies that can best help the advisor meet their client’s goals.

Duties and Responsibilities include, but are not limited to :

• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
• Examine and suggest financial opportunities (e.g. insurance plans, investments)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services
• Find and approach prospective clients
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, practices and financial products

Preferred Skills & Qualifications

• Proficient in eMoney or MoneyGuidePro
• Proven experience as financial planner or similar role; experience in sales or customer service is an asset
• Ability to analyze financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Valid professional license (e.g. Series 7 & 65)
• BS / BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus

CONTRACT-TO-HIRE KCMO BUYER / PLANNER

Shift : Monday to Friday, 8 : 00 AM - 4 : 30 PM

Our Client is seeking a Buyer Planner to join their team. In this role, you will be responsible for efficiently planning, purchasing and managing assigned supply points and / or product lines while maintaining high customer service levels.

You will work closely with supervisors to ensure all customer commitment dates are met and release purchase orders for production material as required.

Key Responsibilities :

• Plan, purchase and manage assigned supply points and / or product lines
• Review open customer orders / shop orders and prepare daily production plan
• Release purchase orders for production material as required
• Use inventory replenishment methods to minimize dead or slow moving inventory
• Resolve problems with quality, delivery dates, quantity and invoicing of purchased commodities
• Manage various databases including MRP
• Work with warehouse, manufacturing, customer service, maintenance and shipping teams
• Participate in Quality Improvement Process to resolve problems in the work environment
• Appraise vendors’ performance based on metrics such as on time delivery

Qualifications :

• Minimum Associates Degree (2yr)
• Minimum internship or co-op experience in Purchasing, Material Control or Manufacturing planning
• Strong analytical problem-solving ability
• Customer Service driven
• Good oral and written communications skills
• Experience in Microsoft Windows and Microsoft Office Suite

Insurance Includes medical, life, pharmacy, vision, dental, and disability. Also flexible spending and health savings accounts.

Retirement A 401K savings plan gives you the option to set aside funds both on a traditional pre-tax and post-tax basis.

The primary role of the demand planner is to develop a demand forecast. This position is a key driver in managing the customer and consumer demand signals to align commercial and supply chain activity.

This is a critical role in the S&OP process as order fulfillment and inventory plans rely on this information. The demand planner will work using the Blue Ridge planning system and data insights to improve forecast accuracy.

This person is a hands-on worker who will drive the creation of a demand forecast and work with other functional teams to develop a consensus forecast plan.

Job Description

Job Responsibilities :

• Work with commercial teams to develop and manage depletion forecasts for the prescribed future horizon
• Maintain forecasts and all demand planning data, and provide end user training to commercial teams where applicable
• Lead monthly Demand Planning reviews, using all appropriate tools and data with Commercial and Supply Planning, to ensure the forecast is realistic and deliverable
• Coordinate the execution of the forecast plan with Commercial and Customer Services teams, effectively managing any exceptions due to limited supply
• Communicate ongoing forecast changes to stakeholders in the Commercial, Supply Chain and Finance organizations, and, where appropriate, Suppliers’ teams
• Identify and report significant promotional activity; ensuring events and exceptions are reviewed with Commercial, Supply Planning and Customer Services in a timely fashion
• Review and publish forecast accuracy reporting, and identify areas for improvement
• Facilitate training and improvement plans for business users
• Manage the system generated exception reports, to ensure the most up-to-date demand is visible to all stakeholders
• Manage the execution of specific allocations; ensuring these are aligned to Commercial and Finance guidelines
• Participate in the monthly Sales and Operations Planning process by leading the Demand Review and reporting on key metrics and insights
• Publish metric reports according to needs of the business and functional groups
• Create and publish ad-hoc reports as needed
• Participate in the creation of joint supply chain action plans with targeted suppliers
• Participate in the development and implementation of initiatives to improve forecasting performance
• Other duties, as assigned by the jobholder’s supervisor, may also be required

Minimum Qualifications :

• Bachelor’s Degree in Supply Chain, Mathematics, or Finance or related field desirable
• Formal training in statistical models and their application is preferred
• Minimum of 5 years’ experience in purchasing, logistics, or similar position
• Analytical experience required with knowledge or experience in modeling and / or simulation preferred
• Proficient PC skills using MS Office and other various computer programs including presentation software
• Must be a results-oriented professional with verbal / written communication skills using diplomacy and discretion as well as customer service skills
• Ability to multi-task, work independently and / or within a team, pay attention to detail and meet deadlines
• Analytic and Reporting skills
• Utilize sound judgement and problem-solving skills
• Ability to work in fast-paced, high-volume, team environment

Preferred Qualifications :

Inventory replenishment and transportation industry experience

Physical Requirements :

While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone

Competencies :

• May help coordinate the work of junior members of the team.
• Resolves issues which are often varied and non-routine. Undertakes analysis and investigation to solve issues.

This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties.

Responsibilities, tasks, and duties of individual jobholders may vary from the above description.

Event Representative

Job Classification

Pay grade level : N / A

Compensation : $15.00 per hour

Employee category : Part-Time Staff

Position Type : Part-Time

FLSA status : Non-Exempt

Position Details

Job Code : AA028PTNEVR

Department : Events and Scheduling

Division : Academic Affairs

Reports to : Events and Scheduling Specialist II

Positions Supervised : None

Job Purpose

In collaboration with the Events & Scheduling Specialists, this position serves as a host for non-College sponsored events held at Kansas City Kansas Community College (KCKCC) campus locations. Multiple positions.

Position Description

• Represent and maintain the standards, rules, and general practices of Events and Scheduling as defined by supervisor.
• Work with clients to fulfill their requests within the parameters of the rental agreement (during the event).
• Serves as a point of contact for inquiries during events.
• Other duties as assigned.

Knowledge, Skills, and Abilities

• Must demonstrate excellent customer service skills.
• Positive working attitude with internal / external customers, and community members.
• Must demonstrate great interpersonal and communication skills.

Position Qualifications and / or Education

Minimum Qualifications and / or Education

High school diploma and / or GED equivalent.

Preferred Qualifications and / or Education

Experience in the customer service or hospitality sector.

Physical Requirements

While performing the duties of this job, the employee is frequently required to stand, talk, hear, walk, sit, and occasionally push or lift items.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Additional requirements include :

• Ability to lift 50 lbs.
• Occasionally set up and move chairs, tables, podiums etc.
• Ability to hear instructions in a low controlled volume environment.
• Ability to see in low light environment.

Work Schedule

The hours will be 7 : 00AM 11 : 00PM and based on the individual event. Must be able to work a variable schedule / hour to meet operational needs.

Requires evening and weekend hours.

To Apply

Visit www.kckcc.edu and click on CAREERS for a list of available positions.

Read the job announcement carefully noting the initial screening date, minimum qualifications, and required information.

Note that information contained in your application materials will be used to determine if you meet the minimum qualifications for the position.

Make sure you complete / submit all the documents listed as required.

• If the position lists a required transcript (during the application process) unofficial transcripts may be submitted. However, please note that upon selection for hire, you will be required to submit official transcripts.
• Ensure that your transcripts show that a degree was awarded or conferred if you are stating that it is your highest level of education completed.

If you certify your level of education and it cannot be verified from your transcript(s), your application may not be referred to the selection committee.

• Foreign degrees are acceptable provided they have been translated and / or shown to have equivalency to a United States : Associate, Bachelor, Master, or Doctorate level degree.
• Documentation verifying completion of a degree, course work within a discipline, or other educational criteria should be electronically attached (uploaded) to your application.
• Three (3) professional references with phone number and email addresses are required.
• A college selection committee is responsible for application review and interviews. The final candidate(s) selected to be hired will be made by the hiring manager.
• Successful completion of a background check on all persons recommended for employment is required Individual hiring departments may elect to administer pre-employment tests, which are relevant to essential job functions as part of the applicant selection / hiring process.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.

Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.

This job description may be revised upon development of other duties and changes in responsibilities.

KCKCC is an Equal Opportunity and Affirmative Action Educational Institution