Director, Tax, Trust and Estate Specialist

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Schwab Wealth Advisory team. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Customer Support Service Analyst

Date Posted: 11/12/2025 Hiring Organization: Rose International Position Number: 493337 Industry: Insurance Job Title: Customer Support Service Analyst Job Location: Columbus, OH, USA, 43215 Work Model: Hybrid Work Model Details: 2-days in the office and 3-days at home Shift: Training Hours: Monday-Friday, 9:00-5:30 EST Employment Type: Temp to Hire FT/PT : Full-Time Estimated Duration (In months): 7 Min Hourly Rate ($): 19.00 Max Hourly Rate ($): 19.00 Must Have Skills/Attributes: Banking/Financial, Customer Service, Hospitality, Insurance Experience Desired: 2-3 years in Banking, finance or customer service a plus (1 yrs) Required Minimum Education: Associate degree Preferred Education: Bachelor’s Degree C2C is not available Job Description Are you looking for a great CAREER and not just another job? Then you have come to the right place! Our client is a global Insurance and Financial Services Company. They have been recognized as “Fortune 100’s Best Places to Work” and “Best Organizations for Diversity in 2020” We are here to help you! At Rose International, we are focused on your success which is one of the many reasons we have been voted as Glassdoor's Best Companies to Work For in 2019 and 2020! Required Education: • Associate degree or bachelor's degree • Fresh graduates are welcome to apply Required Training: • Client will provide training, and training will be paid (Need to attend 100%) Required Experience: • Excellent verbal and written communication skills for effectively communicating with others • Proficiency with computers and common office software As a Representative, you will provide extraordinary care to our members, partners, plan sponsors, and investment professionals You will understand high-level product/plan and regulatory requirements to analyze and resolve general accounts; plan fees or plan inquiry questions will be key to success Additionally, you will effectively interpret and articulate the Client's marketing strategies when communicating with customers Customer Support Service Analyst Responsibilities: • Receives and responds to incoming calls from investment professionals, plan sponsors, and members on a variety of topics and understands the different product suites, including current line-up and products no longer sold that still require servicing • Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our members better than anyone and using the information in a way that drives the relationship deeper Only those lawfully authorized to work in the designated country associated with the position will be considered. Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements. Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website. California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Entry Level Assistant Manager

Taylor Made Connections, a sales and business consulting firm, is looking for an Entry Level Assistant Manager in Merrillville to support Frontier. The Entry Level Assistant Manager promotes Frontier’s residential services, such as cell phones, wireless devices, and internet, while developing the skills to manage teams and drive results. As an Entry Level Assistant Manager, you will provide direct support for the execution of our residential business strategy. This involves managing components of the outreach lifecycle and coordinating the delivery of Frontier's internet and wireless services, positioning the Entry Level Assistant Manager for professional growth within a leading telecommunications organization. Core Functions of the Entry Level Assistant Manager Promote Frontier’s offerings—including cell phones, wireless devices, internet, and bundled plans—by clearly presenting service options and driving customer adoption. Oversee team operations by monitoring lead flow, service activations, and campaign performance through CRM and pipeline tools. Maintain accurate records of customer preferences, service milestones, and account activity to support retention and compliance reporting. Partner with cross‑functional teams to resolve service challenges, align messaging, and ensure smooth delivery of Frontier’s connectivity solutions. Engage in structured training and performance reviews to build leadership skills, product expertise, and operational insight. Evaluate account trends and campaign metrics to identify upsell opportunities, support renewals, and enhance customer value.

LPN – Continuing Care

Job Title: LPN – Continuing Care Job Location: Grand Rapids, MI Job Duration: 14 Weeks (Possibilities of extension) Shift : Days/Nights, 7 PM - 7:30 AM/ 7 AM to 7.30 PM, Every other weekend. Job Description: · Collects and monitors assessment data and reports physiological, psychological, sociocultural and spiritual needs of patients and families in coordination with and as delineated by the RN/Mid-level Provider/Physician. · Provides direct patient care under the direction of the RN/Mid-level Provider/Physician, consistent with policies and procedures, and unit based routines. · Informs patients and families about treatments and medications being received, equipment being utilized, and other related activities as appropriate, in coordination with the RN/Mid-level Provider/Physician. · Documents care provided via computer/written patient record in a manner consistent with guidelines. · Greets and communicates with patients and families in a manner consistent with caring and respect. Communicates and collaborates with other members of the health care team in order to ensure continuity of care and coordination of service. · Actively participates in safety initiatives and risk mitigating measures where appropriate and completes all position and unit safety related competencies and requirements on a timely basis. · Documents patient chargeable items according to standards. · Participates in selected quality monitoring activities under the direction of the RN / Mid-level Provider / Physician. Demonstrates a high standard of moral and ethical behavior. Recognizes appropriate and ethical behaviors and identifies resources for resolution as needed. Advocates for privacy, confidentiality, and security of patient, staff and organization data.

Heavy Equipment Operator Lead

Heavy Equipment Operator Lead WPB Field Station 4410BR Job Description: Operates excavation and earthmoving equipment to install, remove and repair District infrastructure, including weirs, culverts, water control structures, boat ramps, locks and bridges on District waterways, canals, and levees. Such equipment includes but is not limited to: Loader, On/Off Road Dump Trucks, Tractor with various attachments, Skid Steer, Forklift, Grader, Excavator, Gradall, Dozer, Lowboy/Tractor Trailer, Backhoe, Bucket Truck, Long Reach Trash Truck, Dragline, Boats (Towboat, Airboat, and Conver Boat), and other construction type equipment. Mentor junior level staff in the operation and maintenance of heavy equipment. Assume leadership role on jobsite when Crew Chief/Supervisor is not present. Assists in the training of less experienced Heavy Equipment Operators. Inspects equipment for safety issues on a daily basis as well as the condition of the work site prior to setting up equipment. Ensures adherence to safe work practices and procedures. Experienced in reading and understanding signs, signals, load charts, grade stakes, excavation plans, load charts for dredging operations, operating manuals and service procedures. Loads, hauls, and dumps materials operating a 15–25-yard dump truck, trailer, and transport equipment and machinery on semi-trailer to and from job site and its loading or off-loading. Measures and verifies levels of rock or gravel, bases, and other excavated material. Monitors gauges, dials, or other indicators to make sure equipment is working properly. Operates, inspects, cleans, and performs routine mechanical maintenance on assigned equipment. Moves materials over short distances, such as around a construction site, canal banks, or warehouse. Observes hand signals, grade stakes, and other markings when operating machines so that work can be performed to specifications. Experienced with digging plans, machine capabilities and limitations, and with efficient and safe digging procedures in a given application. Uses relevant information and individual judgment to determine whether events or processes comply with regulations or standards. May require some dragline operation. Removes cut plants from the water and stores on the machine until they can be off-loaded and disposed of properly. Removes vegetation jams and fallen trees that block navigation, access and water flow. When necessary, enters water to remove snags, debris, etc. Assists with field surveys to determine the need for and location of aquatic plant control operations. This position may be required to perform general welding, fabricating and modifying of materials and equipment. This position may require participation in the Pumping Operations Program as either a Pump Station Assistant (PSA) or a Pump Station Operator (PSO) at any time during employment. This position is subject to random mandatory drug and alcohol testing. Other Duties as Assigned Work Hours are Monday – Thursday, 6:30 am – 5:00 pm Employment Guidelines High School Diploma or GED and 4 years of experience operating and transporting multiple pieces of heavy equipment. Equivalent combination of relevant education and experience may be substituted as appropriate. The hiring range for this position is $53,934.40 to $63,086.40 (based on education and years of relevant work experience). Licenses Valid State of Florida Class A Commercial Driver's License (CDL) with tanker endorsement, without restriction to operate vehicle equipped with a manual transmission and air brakes or the ability to obtain a CDL Learner's Permit within 2 months and/or CDL License within 6 months from date of hire or placement in the job. District is willing to pay cost of CDL training program. Ability to obtain and maintain certifications: Rigging (one-time certification), Forklift Operations (re-evaluation every year), First Aid and CPR/AED (recertification every two years). Physical Requirements/Working Environment Due to the District's response role and in the total scope of emergency management, this position may at times, be required to provide support before, during and after major storm events and emergency situations, such as hurricanes or other declared emergencies, depending on assigned emergency response role. Primarily field work with regular exposure to unpredictable weather conditions. Work environment may be hot and humid in remote and heavy vegetative areas with no facilities. Overtime will be required based on weather and/or environmental conditions. Regularly sets up, adjusts, controls, tests and operates equipment to complete assignments. Moves or otherwise transports equipment weighing up to 50 pounds or more. This position normally involves daily travel from the employee’s assigned station to work sites located within the District’s jurisdiction. Some assignments require travel to remote locations and may require travel throughout the state of Florida. Veteran’s Preference Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for vacancies and are encouraged to apply. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy 4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. All documentation is due by the close of the job posting. Americans with Disabilities Act The South Florida Water Management District is committed to providing reasonable accommodations to qualified individuals with disabilities. If you need a reasonable accommodation to participate in the selection process, please contact the Human Resources Bureau at [email protected] Organization OM5405423 Wpb Fs-Canl, Leve & Veg Maint

Customer Sales Solutions Team Member

Join Olympus Solutions, a leading sales and business consulting firm, as a Customer Sales Solutions Team Member focused on wireless connectivity in Bakersfield. In this Customer Sales Solutions Team Member role, you’ll drive customer engagement, demonstrate product expertise, and coordinate seamless service delivery for our government-supported mobile connectivity program. As a Customer Sales Solutions Team Member, you will be positioned as the key resource for facilitating connectivity access. The Customer Sales Solutions Team Member’s performance will be measured by your ability to consult on service tiers, administer the enrollment workflow with precision, and provide conclusive answers to technical and account-related questions. Role Requirements for a Customer Sales Solutions Team Member Promote wireless and connectivity solutions with clarity, guiding customers through product selection, enrollment, and service adoption. Manage onboarding workflows by overseeing eligibility verification, documentation processes, and activation scheduling to ensure seamless service setup. Maintain CRM systems with accurate records of customer preferences, service milestones, and engagement activity to support retention and compliance. Track campaign performance, account status, and provisioning progress using reporting tools to strengthen service delivery and operational efficiency. Address customer inquiries through digital platforms, resolving service challenges promptly and ensuring satisfaction with wireless and broadband solutions. Collaborate with internal teams to troubleshoot account issues, align promotional strategies, and recommend tailored connectivity upgrades.

Field Sales Representative

Premier Marketing Solutions, Inc., a strategic partner in sales and business consulting, is hiring a Field Sales Representative in Waco to advance AT&T’s mission of connecting homes. The Field Sales Representative serves as a resource for customers evaluating smartphones, mobile plans, and home internet—ensuring clarity, confidence, and compliance in every interaction. As a Field Sales Representative, you will leverage AT&T's complete residential suite to drive market penetration, providing expert consultation on our 5G network and fiber-optic services while managing the entire sales cycle. The Field Sales Representative will be expected to utilize CRM tools to meticulously track all interactions in compliance with company policy. Key Responsibilities of the Field Sales Representative Sell AT&T’s wireless, internet, and bundled services through direct residential outreach, helping customers understand and select the right solutions. Generate leads and build relationships by engaging with potential and existing customers in their own environments. Coordinate service activations by managing eligibility checks, documentation, and onboarding steps to ensure a seamless setup process. Maintain CRM systems with accurate records of customer preferences, service milestones, and engagement history to support follow-ups and retention. Track sales activity and campaign performance, using data to refine outreach strategies and improve conversion rates. Resolve customer inquiries and service concerns in real time, using digital tools and team collaboration to ensure timely, professional outcomes.

Account Manager Trainee

Premier Marketing Solutions, Inc., a sales and business consulting firm, is looking for an Account Manager Trainee in Waco to drive growth in our AT&T campaign. The Account Manager Trainee will gain experience in customer engagement, sales strategy, and account coordination, focusing on AT&T’s cell phones, wireless devices, and internet services. As an Account Manager Trainee, you will partner with senior account teams to advance market objectives, managing components of the customer lifecycle from initial outreach through service activation for AT&T's wireless and internet solutions. This Account Manager Trainee role offers exposure to complex account scenarios and negotiation tactics, preparing them for autonomous management. Core Functions of the Account Manager Trainee Drive subscription growth by positioning AT&T’s wireless and internet solutions with technical expertise and clear value across residential channels. Support operational excellence by meticulously tracking service activations, lead flow, and campaign performance within CRM platforms and pipeline systems. Curate CRM data integrity, logging customer preferences and service milestones to directly strengthen retention strategies and reporting accuracy for the AT&T suite. Execute cross-functional coordination to resolve service issues and align messaging, ensuring the smooth and timely delivery of AT&T’s solutions to customers. Participate in structured development rotations and performance reviews designed to build leadership skills and advanced operational insight in the telecom sector. Analyze campaign metrics and sales trends to support strategic upsell initiatives, optimize renewal planning, and maximize customer lifetime value.