Self-Storage Portfolio Manager

Location:  Skokie, IL
Status: Full Time
Travel: Up to 75%

SUMMARY

Responsible for the overall success of each self-storage site in the company’s portfolio – focusing on sales and management of each location. 

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Clearly communicate storage vacancies and closings focusing on sales and business development 
  • Promote seasonal specials and special offers 
  • Forecast annual growth projections and develop a sales process to ensure goals are achieved
  • Send high-level updates and reports (sales actuals and forecasts) to leadership 
  • Supervise all personnel at each self-storage location in the company’s portfolio 
  • Manage all current leases and coordinate unit turnover when needed 
  • Gather the necessary information needed for appropriate insurance coverage 
  • Oversee all site financials; assist with collections as needed 
  • Manage all unit leases and communicate with unit renters as needed 
  • Oversee self-storage portfolio budget and develop and implement strategies to improve facilities sales processes 
  • Manage all maintenance requests on an as-needed basis  

EDUCATION & EXPERIENCE        

High School Diploma, or equivalent and two-plus years of portfolio or property management experience in self-storage. A demonstrated ability to problem solve with minimal direction as well as the ability to manage time effectively is required. The candidate must also have high attention to detail, strong organizational skills, strong written and verbal communication skills and the ability to compile information and create reports on an as-needed basis.  

A Bachelor’s Degree is preferred. The ideal candidate will have four-plus years of portfolio or property management experience in self-storage.  

 

Facilities Coordinator

Location:  Skokie, IL
Status: Full Time
Travel: Minimal

SUMMARY

Responsible for maintaining the buildings and grounds, directing staff, and overseeing the upkeep of equipment and supplies. Also responsible for the budget, as it relates to equipment and supplies – must negotiate with outside vendors for supplies, repairs and other measures. 

Responsible for assisting the Leadership Team in operational projects and overseee office openings, closings, and build outs in Illinois, Indiana, Michigan, and Florida. 

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Work with all Skokie and Madison staff to implement the Facilities Process once new offices are identified by Leadership, including, but not limited to: 
    • Coordinating the lease negotiation and signatures with Senior Property Manager. 
    • Coordinating site visits. 
    • Obtaining the preliminary budget and updating the Budget Tracker throughout the process. 
    • Gathering necessary information for corporate approval and insurance coverage. 
    • Working with the state and Realtor boards to obtain proper licensing. 
    • Coordinating with our IT department to install phones, copier, internet, etc. 
    • Sending weekly updates to appropriate parties. 
    • Working with construction team on contractor selections, obtaining bids, understanding timelines, submitting invoices, and ordering furniture. 
    • Ordering interior and exterior signage. 
  • Reviewing and improving the Facilities Process to make it more efficient and effective. 
  • Keep the Trello Board updated with checklist items, notes, files, and timelines. 
  • Work with CEO to ensure all office current and future office leases are in the correct entity name. 
  • Participate in weekly mergers and acquisitions calls with staff. 
  • Maintain the Lease Expiration Tracker and coordinate with appropriate parties to renew leases and notify landlords of our intentions. 
  • Participate in and run monthly facilities meetings. 
  • Manage the process of closing offices as directed from Leadership. 
  • Manage all maintenance needs and requests for offices in Illinois, Indiana, Michigan, and Florida. 
  • Oversee small office remodels as needed. 
  • Coordinate furniture moves as needed. 
  • Coordinate all office moves from beginning to end including: signage, lock changes, utility starts and stops, furniture relocations, final cleanouts and disposal of contents and final walk through with property managers or building owners. 
  • Assist the Area Director with various operational projects as needed. 
  •  

EDUCATION & EXPERIENCE        

High School Diploma, or equivalent, and three-plus years of commercial real estate build-out experience OR three-plus years of experience managing construction projects are required.  

A Bachelor’s Degree, or equivalent, and five-plus years of commercial real estate build-out experience OR three-plus years of experience managing construction projects are preferred.  

The ideal candidate must have a demonstrated ability to problem solve with minimal direction and supervision; solution focused. High attention to detail, strong organizational skills, strong written and verbal communication skills, ability to manage time effectively, and ability to compile information and create reports on an as needed basis are a must. Additionally, the ideal candidate must have the ability to work under strict timelines and be able to manage large amounts of data in an organized fashion.  

Real estate background and/or experience working in a sales environment is extremely preferred.

Project Manager (Consulting)

Location:  Chicago, IL
Status: Full Time (non-exempt)
Travel: Up to 25%

SUMMARY

Responsible for making the project successful. The Project Manager is expected to blend traditional project management principles with Agile development practices to motivate team members, manage client expectations, maintain project contracts, and ensure all project timelines, deliverables, and budgets are met. Responsible for managing several concurrent, complex, enterprise-level projects that may cross multiple business divisions. Additionally, the Project Manager is responsible for being the primary point of contact for clients and to work closely in tandem with Product Owners, Developers, and Designers to successfully deliver products that provide exceptional business value to clients and their users.

Essential Duties and Responsibilities  

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Organize and lead all project status meetings and exercises to support project performance in terms of scope, timeline, budget and deliverables. Drive course corrections to maintain alignment with client needs.
  • Support project needs through facilitation of all client and stakeholder communication, including managing and resetting expectations as needed, and through the use of effective systems for project governance.
  • Act as mediator to resolve all conflicting client and internal team needs in order to ensure optimal resolutions and compromises for involved parties in all instances.
  • Evaluate all projects and agreements for risks and potential threats to client satisfaction, project success and company profitability.
  • Maintain ownership of client relationships and contracts. Develop a comprehensive understanding of all client needs and agreements.
  • Prepare and distribute internal as well as client facing project progress reports, documentation, proposals and presentation materials.
  • Support accounting needs for project invoicing through oversight and reporting on hours billed on projects.
  • Identify opportunities for additional/new project work with clients and facilitate project expansion or strategy shifts in alignment with the company and client interests.
  • Manage all projects in alignment with Agile and SCRUM strategies and provide organizational support frameworks as well as clear communication routes to meet all client and internal team needs on a project by project basis.
  • Manage and support cross-functional project teams with 3+ team members including Developers, Designers, Copywriters, QA Personnel, Product Owners and Business Analysts.
  • Promote empowerment of each project team and ensure that all members are fully engaged in the project and making meaningful contributions.
  • Identify and encourage a sustainable pace for the team to maintain while delivering high quality work.
  • Support and assist with team development and individual performance assessments.
  • Other related tasks and responsibilities as requested.

 

EDUCATION & EXPERIENCE        

High School Diploma, or equivalent and a minimum of one-plus year of experience communicating/managing budget expectations are required. Three-plus years of recent Project Manager consulting experience is also required.

A Bachelor’s Degree is preferred. The ideal candidate will have previous programmer experience and/or an understanding of computer programming. A PMP Certification is a plus. PMI-ACP, CSM, or equivalent is preferred. CSPO or ScrumMaster Certification is strongly preferred. An interest in mentoring, coaching, collaborating, and team building is ideal. Additionally, a passion for agile project management practices, open source values, collaboration, and satisfied clients is desired.

Additionally, the candidate will be an autonomous problem solver. It is ideal for a candidate to have ability to set team and client expectations around what is reasonable and acceptable and to be able to communicate those accordingly. It is ideal that the candidate is a self-starter who is proficient in SCRUM/Agile methodologies with past experience implementing them on enterprise-level application development projects. The ideal candidate will have a proficient understanding of software development life cycle models. Competency working with project management tools designed to support software and applications development like JIRA, Codebase, Rally, VersionOne or equivalent is desired. Additionally, competency working with basic business support applications and products like: Google Home & Office products is preferred.

A preferred candidate will have a strong dedication to teamwork centered strategies that value group success over individual accolades and personal performance metrics as well as a genuine desire for continual learning and professional growth. A candidate who has strong analytical, planning, and organizational skills along with an ability to balance competing demands and focus on multiple, varied topics at a time that can use a creative approach to problem solving is ideal. A strongly preferred candidate will have innovative ideas and solutions for new and old quandaries, and have strong interpersonal skills as well as excellent oral and written skills. Additionally, this candidate will have the ability to easily interact with both business and IT individuals at all levels is desired. Actively participating in relevant communities and support networks is also preferred.

Team Leader

Location:  Mundelein, IL
Status: Full Time (non-exempt)
Travel: Minimal

SUMMARY

Responsible for managing all day-to-day operations of assigned office(s) within jurisdiction. Also responsible for managing independent Realtor contractors as well as administrative office staff.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Attract, interview, qualify and onboard experienced and non-experienced real estate agents.
  • Render suggestions for improvement of office space.
  • Render suggestions for improvement of marketing programs.
  • Interface with all relevant members of the Century 21 Affiliated Leadership team.
  • Interface with staff at all physical locations within your jurisdiction.
  • Report to area Manager, if any, weekly on the agreed upon agenda.
  • Provide format and education necessary for Agents to complete their Individual Business Plan and follow it.
  • Meet with Agents and complete goal report.
  • Separate with Agents as necessary.
  • Provide proactive field and in-house training for Agents.
  • Provide scripts and review with Agents.
  • Observe Agents interface with customers and clients.
  • Monitor calendar of all training and education events.
  • Consistently meet with individual Agents.
  • Schedule prospecting sessions on a regular basis with Consultant Groups.
  • Participate in the development, scheduling and monitoring of regular contests.
  • Publicize the success of individual Agents.
  • Attend company activities and functions as a role model.
  • Review of activity results through management programs relative to the Consultant’s goals, activities, and results.
  • Participate in Team Leader meetings.
  • Attend Sales Rallies and Conventions.
  • Attend all company retreats.
  • Meet with Administration or administrative assistant monthly.
  • Participate in “Team Leader on Call” schedule.
  • Hire and Manage office staff at each location.
  • Promote all ancillary services associated with the company.

 

EDUCATION & EXPERIENCE        

High School diploma or equivalent and a valid managing broker’s license are a must. Two-plus years experience in a leadership role is required. A proficiency in Microsoft Office applications is also required.

The ideal candidate must have a demonstrated ability to problem solve with minimal direction and supervision; solution focused. A candidate with high energy, strong multi-tasking skills, and excellent communication skills (written and oral) is also preferred.  High attention to detail, strong organizational skills, ability to manage time effectively, and ability to organize information and create reports on an as-needed basis are a must. A self-motivated and proactive candidate with a strong sense of collaboration is highly preferred.

Real estate background and experience working in a sales environment are extremely preferred.

Client Facing Bookkeeper

 

Location: Skokie, IL
Status: Full Time
Travel: Up to 25%

SUMMARY

Responsible for creating and maintaining records of financial transactions for multiple clients, using QuickBooks.

Essential Duties and Responsibilities  

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Manage and maintain multiple clients’ QuickBooks files, including but not limited to: bill paying and invoicing.
  • Maintain multiple client files and records in both an electronic and manual support system.
  • Monitor accounts receivable and perform collection duties when invoices are past due including resending invoices, issuing monthly statements, and contacting customers for payment.
  • Perform analysis of projects to monitor progress, profitability, and comparison of actual costs and time spent to estimated amounts.  
  • Maintain financial records; manage financial oversight and forecasting.
  • Process Payroll and prepare payroll worksheets.
  • Prepare monthly balance sheet account reconciliations including bank and credit cards.
  • Responsible for accurate and timely processing of all accounts payable invoices.
  • Reconcile vendor statements, research and correct discrepancies.
  • Review monthly operating performance vs. budget; assist in the preparation of the annual budget.
  • Manage cash flow and transfers between accounts; provide clients with cash and operating forecasts monthly, as necessary or requested.
  • Prepare Expense reports and reimbursements.
  • Prepare financials summary reports for clients.
  • Identify inefficiencies and/or cost savings.
  • Manage internal and external transfers to and from bank accounts.
  • Renew annual vendor payments and prepare forms 1096 and 1099.

 

EDUCATION AND/OR EXPERIENCE     

High School Diploma, or equivalent and a minimum of five-plus years of bookkeeping experience are required. QuickBooks ProAdvisor Certification, as well as a proficiency in Microsoft Office applications, are required.

The ideal candidate will be self-motivated and possess highly attentive and proactive customer service abilities. Additionally, the ideal candidate will have the ability to work independently and as part of a team. Demonstrated ability to problem solve with minimal direction and supervision is preferred; solution focused. The ability to compile information and create timely reports on an as-needed basis as well as the ability to manage large amounts of data in an organized fashion is preferred. High attention to detail, strong written and verbal communication skills, strong analytical skills are ideal. The ability to manage time effectively while working under strict timelines is strongly preferred.    

Additionally, the ideal candidate will have the desire to work in a small firm that offers a good balance of highly professional standards and a collegial style.

 

Client Support IT Helpdesk

Location: Arlington Heights, IL

Status: Full Time
Travel: Up to 25%

SUMMARY

Responsible for assisting assigned customers with technical issues via phone or onsite visits.

 

Essential Duties and Responsibilities  

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Provide friendly and helpful customer service to our customers.
  • Provide technical assistance with our computer hardware or software.
  • Resolve issues for clients via phone, in person, or electronically.
  • Recommend hardware and software improvements.
  • Track customer issues and resolutions.
  • Manage client-side corporate system upgrades.
  • Complete proper documentation of all customer issues and assistance provided.

 

EDUCATION AND/OR EXPERIENCE     

High School Diploma, or equivalent and a minimum of three-plus years of IT experience is required. Hardware troubleshooting skills are also required.

An ideal candidate with a two or four-year degree is preferred. Experience in/with the following is strongly preferred: Windows 7/8/10 troubleshooting, Windows Server troubleshooting and configuration, Active Directory (group policies, etc.), networking, hubs/switches/routers, RAID technologies, Sonicwall, VPN (site-to-site and client, NAT, and/or RDP), and/or AirWatch. The ability to explain DHCP and DNS as well as the ability to repair and upgrade PC’s, including Servers, are extremely preferred.  Certifications such as: A+, Network+, Microsoft, and/or CCNA are highly preferred.

 

The ideal candidate will also be self-motivated and possess highly attentive and proactive customer service abilities. Additionally, the ideal candidate will have the ability to work independently and as part of a team. Demonstrated ability to problem solve with minimal direction and supervision is preferred; solution focused. The ability to manage large amounts of data in an organized fashion is preferred. High attention to detail and strong written and verbal communication skills are ideal. The ability to manage time effectively while working under strict timelines is strongly preferred. An ability to multitask along with a strong aptitude to learn new technology is wanted. An ideal candidate will also possess the ability to maintain a positive and professional demeanor along with an ability troubleshoot and resolve IT issues.

Account Executive

Location: Minneapolis, Minnesota (Metro)

Status: Full Time
Travel: Up to 75%

SUMMARY

Responsible for driving company’s growth within a designated region through new customer acquisition and by uncovering growth opportunities with existing customer accounts.

 

Essential Duties and Responsibilities  

The essential duties and responsibilities include the following. Other duties may be assigned.

    • Understand territory and its current accounts, prospects, competitors, and suppliers.
    • Execute a deliberate outreach and sales strategy based on disciplined prospecting, networking, and information gathering.
    • Learn and cultivate customer objectives, needs, and profitability drivers. 
    • Take responsibility and ownership of territory. 
    • Keep up-to-date and informed of market and industry trends. 
    • Identify needs of customers and offer solutions. 
    • Sell entire value offering company. 
    • Use sound judgment and problem-solving skills to create win-win solutions. 
    • Participate in industry trade shows and associations.
    • Perform lead follow-ups via email and phone, and place outbound cold calls for new prospects.
    • Establish, develop, and maintain positive business and customer relationships.
    • Uncover growth opportunities by canvassing prospective customers within assigned region.
    • Solicit new business opportunities in designated markets by visiting accounts in person.
    • Visit with key decision makers; build and strengthen relationships.
    • Present new products to current accounts; close new business within these accounts.
    • Maintain contact with both current and prospective customers.
    • Work with all teams to process orders and successfully coordinate business needs.
    • Manage and predict revenue through a CRM; fully understand the math of your sales activity and results.
    • Expedite the resolution of customer problems and complaints to maximize satisfaction.
    • Coordinate sales effort with sales department.
    • Continuously improve through feedback.
    • Work with leadership to execute sales growth strategies in the local market.
    • Think like a business owner, and influence the thinking of other business owners.
    • Exceed sales goals by closing new sales while establishing, developing, and maintaining long-term positive business and customer relationships.
    • Manage budget, negotiate contracts, forecast sales activities and plan for growth.
    • Design and implement strategic sales plans.
    • Review market analyses to determine client needs, price schedules and strategy.
    • Stay current with the industry and understand competitor strengths and weaknesses.
    • Generate and present sales reports and provide consistent and direct feedback to leadership and the sales team.

 

 

 

EDUCATION AND/OR EXPERIENCE     

High School Diploma, or equivalent and a minimum of three-plus years of sales experience in the ingredient industry and/or specialty chemicals are required. A proficiency in Microsoft Office applications is also required.

The ideal candidate will have a professional demeanor and be self-motivated and results driven with excellent sales and/or presentation skills. Additionally, tenacious follow-up, and strong relationship management skills are preferred. The ideal candidate will also be able to understand, retain, and utilize technical knowledge. A proven attention to detail with the ability to multi-task are also preferred abilities in the ideal candidate.

A Bachelors Degree and/or CRM experience are also strongly preferred.

Sales Director | Chicago

Location: Chicago, IL
Status: Full Time
Travel: Up to 75%

SUMMARY

Responsible for building the business and brand presence while driving company’s growth in the designated region through strategic new customer acquisition. Focused on targeting new business opportunities within multiple channels: institutional foodservice, restaurants, hospitality, higher-end institutional foodservice, café/specialty coffee, and specialty gourmet/natural grocery. This position will proactively prospect and close new business on a direct basis and through the company’s network of vendor partners, while also managing those relationships on the business development side. This position will also be responsible for developing and maintaining long-term relationships with new and existing customers.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Execute a deliberate outreach and sales strategy based on disciplined prospecting, networking, and information gathering.
  • Perform lead follow-ups via email and phone, and place outbound cold calls for new prospects.
  • Uncover growth opportunities by canvassing prospective customers within assigned region.
  • Solicit new business opportunities in designated markets by visiting accounts in person.
  • Visit with key decision makers; build and strengthen relationships.
  • Present new products to current accounts; close new business within these accounts.
  • Maintain contact with both current and prospective customers.   
  • Manage relationships with key vendor partners by receiving leads, coordinating received leads, and creating/adhering to a protocol to follow-up on said leads.
  • Work with all teams to process orders and successfully coordinate business needs.
  • Manage and predict revenue through a CRM; fully understand the math of your sales activity and results.
  • Present solutions to customers tied to their business results, using a consultative selling methodology and economic modeling.
  • Expedite the resolution of customer problems and complaints to maximize satisfaction.
  • Coordinate sales effort with team members and other departments.
  • Continuously improve through feedback.
  • Work with coach to execute sales growth strategies in the local market.
  • Think like a business owner, and influence the thinking of other business owners.
  • Exceed sales goals by closing new sales while establishing, developing, and maintaining long-term positive business and customer relationships.
  • Manage existing customer base within region and generate growth from these accounts.
  • Manage budget, negotiate contracts, forecast sales activities and plan for growth.
  • Design and implement strategic sales plans.
  • Review market analyses to determine client needs, price schedules and strategy.
  • Understand and adapt to factors that influence business regionally and nationally.
  • Stay current with the industry and understand competitor strengths and weaknesses.
  • Analyze sales data, identify market expansion opportunities and recommend product line improvements to strengthen market position.
  • Generate and present sales reports and provide consistent and direct feedback to leadership and teammates on the sales team.

 

EDUCATION & EXPERIENCE

High School Diploma, or equivalent and a minimum of three-plus years of 3rd wave coffee and/or coffee equipment sales experience are required. Three-plus years of leadership and/or management experience is also required.

The ideal candidate will have five-plus years of 3rd wave coffee and/or coffee equipment sales experience. Proven experience in food-services and/or hospitality and/or wholesale coffee is preferred. In addition, being able to bring over a solid client base/existing book of business is desired. A self-motivated and proactive candidate with high emotional intelligence, relationship management skills, and an openness to feedback is preferred. A Bachelor’s degree is a plus.  

Additionally, excellent selling, prioritizing, communication, and negotiation skills are extremely preferred. The ideal candidate would also have a growth mindset (not fixed) and the ability to think disruptively (i.e. – not a status quo thinker). Ideally looking for a candidate with the ability to pull and analyze sales reports from cloud-based CRMs (like Salesforce).  Additionally, the ability to read financial statements and tie strategy/actions to financial performance, and the ability to create and deliver presentation tailored to the audience’s needs are also preferred. Finally, a candidate with experience and proven success working in an entrepreneurial environment, who is highly attentive and with proactive customer service abilities, and possesses the ability to work independently and part of team is desired.

Tax Manager

Location: Libertyville, IL
Status: Full Time
Travel: None

SUMMARY

Responsible for all tax planning, reporting, and compliance functions. Oversees the accounting staff and the preparation of all tax filings and reporting in compliance with all required regulations.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Utilize strong accounting, analytical, and tax skills to review client tax returns.
  • Evaluates the tax implications of client company activities and develops strategies to minimize the tax obligations.
  • Assist clients with estate planning, family limited partnerships, foundations corporate work, trust work, etc. on an as needed basis.
  • Advises clients on future changes to tax regulations and possible impact to their organization; effectively communicates tax consequences.
  • Use strong customer service skills to maintain/grow existing client relationships and build new client relationships.
  • Manage client budgets; update client when necessary.
  • Train, manage, and oversee all activities of assigned staff; responsible for the performance, growth, training and mentoring of these individuals as well as developing and implementing company policies and procedures. Evaluate assigned work performance & provide employee reviews, merit structure & increases; provide coaching when needed.
  • Meet regularly with Partners and reports any staff/client concerns/issues.
  • Complete project-based client work, switch jobs quickly, when needed.
  • Account for time spent; track billable hours per client.
  • Understand and adapt to factors that influence business.
  • Learn new software applications as needed.

EDUCATION & EXPERIENCE

Bachelor’s Degree, in any concentration, and CPA are required. Ten-plus years of public accounting tax experience is a must. A proficiency in Microsoft Office applications, and strong accounting and tax skills are also required.

A candidate with strong oral and written communication abilities is preferred. The ability to switch jobs quickly while doing project based work and the ability to interface with all levels within the company is are also preferred. A detail-oriented candidate with the ability to track billable hours by client is highly preferred. A team player with a strong customer service mentality and analytical abilities, problem solving, and quantitative skills who takes pride in their work is ideal. A candidate who is committed to process improvement and professional growth who possesses excellent organizational, prioritization, and project management skills is highly preferred. Thompson Reuters experience is a plus.

Staff Accountant

Location: Libertyville, IL
Status: Full Time
Travel: None

SUMMARY

Responsible for client project-based public accounting work as assigned.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential duties and responsibilities include the following. Other duties may be assigned.

  • Prepare tax returns.
  • Ability to compile a work paper file; reconcile balance sheets accounts.
  • Create adjusting journal entries and investigate discrepancies for a client company and/or family entities.
  • Compile numbers, raise questions, and provide summaries for non-recurring projects.
  • Assist clients with questions, on an as needed basis.
  • Learn and work within Xero (cloud based software) and Thompson Reuters software (UT, WPCS, Fixed Asset Solutions, FCAB).
  • Complete project-based client work, switch jobs quickly, when needed.
  • Account for time spent; track billable hours per client.
  • Understand and adapt to factors that influence business.
  • Exhaust all avenues before going to leadership for assistance.
  • Assist on special projects on an as needed basis.

EDUCATION & EXPERIENCE

High School Diploma or equivalent and two-plus years of public accounting experience or four-plus years of private accounting experience are required. A proficiency in Microsoft Office applications, and the ability to understand balance sheets and adjusting journal entries are also required.

Bachelor’s degree, in any concentration, and/or a CPA are preferred. A candidate with an interest in obtaining a CPA certificate is also extremely preferred. A familiarity with Xero platform and/or Thompson Reuters software is a plus. A candidate with strong oral and written communication abilities is preferred. The ability to switch jobs quickly while doing project based work and the ability to interface with all levels within the company is are also preferred. A detail-oriented candidate with the ability to track billable hours by client is highly preferred. A team player with a customer service mentality and analytical abilities, who takes pride in their work is ideal. A candidate who possesses excellent organizational, prioritization, and project management skills is highly preferred. An inquisitive nature with the ability to research why something is done a particular way is also extremely preferred. Experience in the banking industry is also a plus.