-
HR Specialist I
1 week ago
TreeHouse Foods Lancaster, United States Full timeEmployee Type: · Full timeLocation: · PA LancasterJob Type: · Human Resources GeneralJob Posting Title: · HR Specialist IAbout Us: · TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating a network of production facilities a ...
-
Shipper Receiver
1 week ago
Hunter Truck Lancaster, United States Regular Full timeHunter Truck is hiring We are currently looking for a Shipper / Receiver to join our energetic and committed team members at our Lancaster, PA location. · A family-owned authorized dealer of Peterbilt trucks, Hunter Truck has provided generations of trucking solutions and an un ...
-
Board Certified Behavior Analyst
2 weeks ago
NeurAbilities Healthcare Lancaster, United StatesJoin a team striving to be better, do better, and which empowers others to live a better life. · Be a BCBA with our Lancaster team, serving children in areas which may include Lancaster, Mt. Joy, and Ephrata . Full-time Board-Certified Behavior Analysts earn a competitive salary ...
-
HR Specialist I
1 week ago
TreeHouse Foods Lancaster, United StatesEmployee Type: · Full time · Location: · PA Lancaster · Job Type: · Human Resources General · Job Posting Title: · HR Specialist I · About Us: · TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating a network of pr ...
-
Digital Advertising Specialist
16 hours ago
Woodstream Lancaster, United StatesWoodstream has a rich history of over 150 years, and we are an essential, life sustaining business. We provide pest & animal control products that destroy disease carrying insects & rodents. Would you be interested in the opportunity to work with big retailers like Amazon? We hav ...
-
WK Kellogg Co Lancaster, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Digital Advertising Specialist
1 week ago
Woodstream Lancaster, United StatesWoodstream has a rich history of over 150 years, and we are an essential, life sustaining business. We provide pest & animal control products that destroy disease carrying insects & rodents. · Would you be interested in the opportunity to work with big retailers like Amazon? We h ...
-
Digital Advertising Specialist
1 week ago
Woodstream Lancaster, United StatesWoodstream has a rich history of over 150 years, and we are an essential, life sustaining business. We provide pest & animal control products that destroy disease carrying insects & rodents. · Would you be interested in the opportunity to work with big retailers like Amazon? We ...
-
HR Specialist I
3 days ago
TreeHouse Foods Lancaster, United StatesEmployee Type: · Full time · Location: · PA Lancaster · Job Type: · Human Resources General · Job Posting Title: · HR Specialist I · About Us: · TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating a network of pr ...
-
HR Specialist I
5 days ago
TreeHouse Foods Lancaster, United StatesEmployee Type: · Full time · Location: · PA Lancaster · Job Type: · Human Resources General · Job Posting Title: · HR Specialist I · About Us: · TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating a network of pr ...
-
Digital Advertising Specialist
1 week ago
Woodstream Lancaster, United StatesJob Description · Job DescriptionWoodstream has a rich history of over 150 years, and we are an essential, life sustaining business. We provide pest & animal control products that destroy disease carrying insects & rodents. · Would you be interested in the opportunity to work wi ...
-
Environmental Health and Safety Specialist
1 week ago
Pisa Farmacéutica Lancaster, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Environmental Health and Safety Specialist
3 weeks ago
Pisa Farmacéutica Lancaster, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Route Truck Driver
6 days ago
Hunter Truck Lancaster, United StatesJob Description · Job DescriptionHunter Truck is hiring We are currently looking for a Route Truck Driver to join our energetic and committed team members at our Lancaster Warehouse located in Lancaster, PA. · A family-owned authorized dealer of Peterbilt trucks, Hunter Truck has ...
-
Route Truck Driver
4 days ago
Hunter Truck Lancaster, United StatesJob Description · Job DescriptionHunter Truck is hiring We are currently looking for a Route Truck Driver to join our energetic and committed team members at our Lancaster Warehouse located in Lancaster, PA. · A family-owned authorized dealer of Peterbilt trucks, Hunter Truck has ...
-
Shipper Receiver
2 weeks ago
Hunter Truck Lancaster, United StatesJob Description · Job DescriptionHunter Truck is hiring We are currently looking for a Shipper / Receiver to join our energetic and committed team members at our Lancaster, PA location. · A family-owned authorized dealer of Peterbilt trucks, Hunter Truck has provided generations ...
-
Hr Specialist
1 week ago
ROI Construction Millersville, United StatesAre you enthusiastic about human resources and ready to make a difference in the construction sector? ROI Construction, a prominent construction firm specializing in commercial and residential projects, is in search of a dynamic HR Specialist to join our team. In line with our co ...
-
Marketing Specialist
22 hours ago
ROI Construction Millersville, United StatesJob Description · Job DescriptionROI Construction is looking for a dynamic Marketing Specialist to join our dedicated marketing team. The ideal candidate will be skilled in managing and executing marketing communication projects, with key responsibilities in social media, public ...
-
Environmental Health and Safety Specialist
2 weeks ago
WK Kellogg Co Lancaster, United States OnsiteAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Relationship Manager- EGP
4 weeks ago
Bank of America Lancaster, United StatesRelationship Manager- EGP · Lancaster, Pennsylvania · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our client ...
Institutional Investment Specialist - Lancaster, United States - Pma Financial Network
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job Description
Job DescriptionSummary
Create a career in a rapidly growing, premier full-service provider of comprehensive financial services to municipalities, school districts and other local government entities. As an Institutional Investment Specialist, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the company. Working in a team environment, the Institutional Investment Specialist will participate in the investment execution, cash flow management, bond proceeds management and relationship management for our public funds clients. This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare cash flow plans and other client deliverables, and working with clients to resolve issues.
Essential Functions
Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance.
Provide ongoing relationship servicing with clients to maintain goodwill and gain additional business.
Responds promptly to customer inquiries and requests regarding account.
Maintains client database regarding authorized signors, account maintenance and agenda.
Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
Analyzes client's financial status, compiles data and develops timely and accurate cash flow based on data received from client.
Prepares and submits cash flow report to client.
Contacts clients regarding maturities, cash flow review and reinvestments.
Monitor investment purchases and trade processing.
Conduct pre-issuance planning, paperwork and bid request for bond proceed management of bond proceeds.
Prepare initial bond proceeds management report, print reports/confirms for client bidder and review with and submit to client.
Update, submit and review updated bond proceeds management report with client.
Prepare, submit, and review monthly reconciliation reports with client.
Prepare, submit, and review final bond proceeds management binder and opinion with client.
Other duties and responsibilities as assigned by management.
Education and/or Experience
Bachelor's degree (B.S.) from four-year college or university in accounting or finance
Strong knowledge and proficiency of MS Office products including Excel, Outlook, Word, and PowerPoint.
Licenses, Registrations and Certifications
Regulatory Licensures: Willing to obtain the Series 7, 63 and 50
Knowledge, Skills, and Abilities Required
Interpersonal:
Ability to take initiative and willingness to go the extra mile for our clients
Attention to detail.
Ability to prioritize work with many conflicting deadlines
Ability to work well under pressure
Ability to collaborate and problem solve with both technology and business team members.
Communication:
Excellent English communication skills, both written and verbal