General Description :

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.

The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.

Job Description

• Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
• Attract new clients to Private Risk that meet the minimum client profile standards.
• Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
• Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
• Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
• Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
• Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
• Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
• Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
• expertise is maintained at the highest levels.
• Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
• Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities :

• 5+ years of High Net Worth sales experience
• Excellent verbal, written, and interpersonal communication skills
• Excellent presentation skills
• Solid conflict resolution capabilities
• Microsoft Office program proficiency
• Ability to work effectively in a team environment where strong independent thinking skills are important
• Ability to delegate effectively
• Established network of COI’s and a proven track record of sales success
• Must possess a current P&C License

LI-ET1

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid family leave benefit as well as paid holiday time.

About this role :

Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division.

Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role you will :

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed
• This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction
• As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations
• Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results
• Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications :

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education

Desired Qualifications :

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud / risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reporting
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations :

• Ability to work weekends and holidays as needed or scheduled
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.

The Nationwide Mortgage Licensing System (NMLS) website (http : / / fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position

Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.

A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.

Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

This position is not eligible for Visa sponsorship

Branch Location : 300178th Ave SE Mercer Island, WA 98040

Pay Range

$20.00 - $27.69 Hourly

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

• 401(k) Plan
• Paid Time Off
• Parental Leave
• Critical Caregiving Leave
• Discounts and Savings
• Health Benefits
• Commuter Benefits
• Tuition Reimbursement
• Scholarships for dependent children
• Adoption Reimbursement

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Apply Description

HOURS OF WORK : 5 hours per day, 2 times per week for a total of 10 hours per week. The PA can decide which 2 days they would like to work between Monday, Tuesday & Thursday.

The 5 hours should be worked between the hours of 10 : 00 am - 5 : 00 pm.

COMPENSATION PER HOUR : $28-33 / hr (depending on related professional experience)

START DATE : ASAP

WHAT WE DO

Pepper’s Personal Assistants is a rapidly growing executive services company that started in 2012. Executives, business owners and busy professionals hire us to manage their household errands, chores, and projects.

We add more ease to our client's lives allowing them to focus on their family, career, and more of what they love.

THE OPPORTUNITY :

We are looking for a personal assistant to support a family in southeast Seattle. Our busy clients both work from home and have a toddler.

The ideal candidate is introverted and has intuition, initiative and the ability to anticipate the household needs.

Types of tasks can include, but are not limited to :

• Maintain and follow detailed home maintenance guide, including scheduling appointments for window & gutter cleaning, HVAC service, sprinkler blowouts, etc.
• General chores including laundry, tidying and vacuuming
• Errands including returns and donations

Requirements

WE WANT TO MEET YOU BECAUSE YOU ARE

• Experienced in running and maintaining a household
• Driven by caring for others and helping them succeed
• Able to work independently and take initiative
• Excellent written and verbal communication
• Highly organized and efficient
• Trustworthy and can be counted on to safeguard confidentiality
• Balanced and not easily overwhelmed with competing demands
• Resourceful and a quick learner
• Adept at coordinating multiple efforts simultaneously
• Team player
• Delight in anticipating needs
• Coachable welcome and able to receive feedback with ease
• Always looking for ways to make improvements
• Excel at follow-through
• Great attention to detail
• Able to pick up new technology quickly and intuitively
• Easy to reach and responsive during normal business hours we have a policy of responding to texts, phone calls and emails within 4 hours, you must be able to comply with this policy during business hours.

Physical Requirements

• Ability to lift up to 35 pounds
• Proof of COVID-19 vaccination + booster (if eligible)
• Hold a valid driver's license with access to a vehicle for client errands

WHY YOU'LL WANT TO WORK FOR US

Our founder and CEO, Kara McKeage, has created a culture of mutual respect and a positive team environment. We prioritize the process of matching a dedicated personal assistant with each client to ensure a long-term relationship.

• W-2 employee
• 401k retirement plan with employer matching
• Paid time off + paid sick leave
• Part-time flexible schedule a healthy work / life balance
• Positive team culture based on values
• Ongoing support from management and fellow employees

Pepper’s Personal Assistants provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, Pepper’s Personal Assistants complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

We are currently assisting our client, a private family located in BC, Canada, with a search for a Personal Assistant . The family is a couple in their 70's, have 2 dogs, and work remotely.

They live on a 30-acre island located a short 5-minute boat ride from the marina in Sidney, Vancouver Island BC.

POSITION OVERVIEW :

The ideal Personal Assistant will love dogs and nature while being detail-oriented and observant. The Personal Assistant will prioritize administrative and household tasks, completing them in a timely manner.

This person will be in an office alongside the owner to provide administrative support such as emails and calendar organization.

In addition to office and administrative tasks, the Personal Assistant will perform light cooking / meal prep and weekly shopping for the home.

RESPONSIBILITIES :

• Provide office and administrative support such as responding to emails, website updates, calendar organization, phone calls, and light accounting.
• Assist with scheduling appointments on behalf of the owners.
• Create shopping lists for the week and conduct weekly grocery and supply shopping. Track inventory of items and ensure all groceries and household items are put away properly following shopping trips.

Driving the workboat and a car required for shopping trips.

• Help care for two large dogs, including walks, feeding, and other necessary tasks.
• Provide cooking support by prepping materials for dinner to ensure that mealtime runs smoothly.
• Assist with other ad-hoc tasks as needed.

DESIRED QUALIFICATIONS :

• Proven work experience as a Personal or Executive Assistant or similar role working closely with a family.
• Familiarity and comfort working closely with a private family in a quiet setting.
• Responsible, efficient, discreet, well organized, and skilled at problem analysis and resolution.
• Excellent communication skills, and a strong understanding of client’s likes and dislikes.
• Able to adapt to a changing environment where a new priority may present itself during the day.
• Strong attention to detail and being observant of things requiring attention, without being asked.

ADDITIONAL COMMENTS :

• The Personal Assistant will arrive at the marina at 8 am, returning at 4 pm, Monday through Friday.
• When the family is away, the Personal Assistant will stay on the property.
• The ability to drive or learn to drive a boat (22 ft. welded aluminum workboat) is required for success in this role.
• The Personal Assistant will report directly to the family.

Duration : Full-Time, 5 days / week (8am-4pm). Monday through Friday.

Location : Gulf Islands, British Columbia

Canadian citizens and those authorized to work in Canada are encouraged to apply. Work sponsorship is not available at this time*

COVID Vaccination Policy COVID Vaccines required.

Benefits Parking pass provided, statutory holidays, workers comp, and full employee benefits.

Compensation Range $75,000 - $95,000 Canadian depending on experience

If your compensation target is outside this range, we encourage you to apply as there is flexibility depending on experience*

About Hansell Tierney :

Hansell Tierney is one of the premier staffing and recruiting companies in the Pacific Northwest. Launched in 2001, we are a woman-owned business that serves and staffs Northwest organizations by doing things the right way, not just the easiest way.

Hansell Tierney partners with candidates and clients to match the best candidates with interesting local opportunities. We navigate every relationship with the highest level of discretion and service while holding ourselves accountable to our promises.

Our business thrives on our deep understanding of the job market and our ability to skillfully tailor our recruitment process to meet our clients’ unique needs.

Are you interested in a versatile role with leadership opportunities? We’re hiring a professional and proactive executive assistant to support our lead supervisor.

You’ll be in charge of managing schedules, making travel arrangements, organizing our filing systems, and making sure administrative tasks in the office run smoothly.

Job seekers should love planning, organizing, and diving into new challenges. Compensation :

$50,000 to $70,000

Responsibilities :

• Make sure executive schedules including travel arrangements, itineraries, and team meetings, are organized and up-to-date
• Support an executive with meeting preparation and take minutes
• Organize incoming information such as phone calls, voicemail messages, emails, and memos and report details to an executive
• Serve as the main contact for high-level executive
• Perform office management duties such as organizing filing systems and ordering office equipment and supplies

Qualifications :

• Experience handling confidential information and adhering to strict deadlines
• Possess a high school diploma, G.E.D. or equivalent
• Strong organizational skills, communication skills, time management skills, and interpersonal skills
• 2+ years performing supportive duties in a personal assistant or executive assistant role, or similar
• Must be comfortable using Microsoft Office

About Company

We get hired because we take time to listen to clients' needs, concerns and goals and we understand their businesses. We take a collaborative approach with our clients, opposing counsel, our staff, and our vendors.

Our clients are typically looking for multi-unit franchise opportunities and need our assistance with purchasing or selling franchised businesses, real estate sales, and acquisitions, leasing, development, title work, reviewing franchise documents, negotiating complex multi-year deals with franchisors, and counseling on and writing up partnership agreements.