-
Job Description:
Do you have experience in a Private Client team? Our client is looking for a STEP qualified individual, ideally experienced in Trust and Tax work to join their team in Dundee.
Skills/Experience:
Ideally a minimum of 5 years'+ experience in Private Client/law/accountancy firm.
STEP qualified
Technical knowledge in Trusts and Executries and Tax and succession matters.
Excellent verbal and written communication skills with confidence in client facing situations.
An organised, proactive and collaborative team player with a high degree of initiative.
Core Responsibilities:
Advising clients on tax and succession matters, fulfil a project management role in implementing this advice and be able to effectively and clearly communicate with clients throughout this process.
Providing Trust and Executry tax planning and advice.
Overseeing the preparation of legal documentation by third parties (to include but not limited to Wills, Deeds of Trust, Powers of Attorney and Deeds of Variation) and reviewing the accuracy of such documentation in comparison to the instructions.
Lead client relationship management and client care and be a trusted, reliable and discreet advisor for clients.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15923
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Dundee, Scotland
Start: ASAP
Posted: 2025-03-13 08:37:18
-
Job Description:
Our client, a global asset manager in Edinburgh, is recruiting for an experienced Corporate Communications Manager to join their team on a 6-month contract basis.
The opportunity offers a hybrid working model and expected start date is April.
Skills/Experience:
Strong corporate communications experience, particularly in reporting and scriptwriting.
Solid industry knowledge, preferably in asset management or UK savings and wealth.
Excellent writing skills for compelling corporate content.
Ability to build strong relationships, including with C-suite executives.
Confident in tackling complex issues and delivering clear messaging.
Proven expertise in reputation management.
Core Responsibilities:
Deliver key financial calendar activities such as Financial Results, the Annual General Meeting, and the Annual Report.
Work within the External Communications team to promote the business' purpose, performance, and strategy effectively.
Lead critical corporate projects and forums, ensuring complex communication needs are well-coordinated.
Develop engaging content for corporate communication channels, including the website and corporate social media platforms.
Provide direct communications support to C-suite stakeholders, including scriptwriting, briefing notes, and content creation.
Oversee corporate communications content, including full-year and half-year results, Annual Report and Accounts, and AGM presentations.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16037
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-12 13:47:48
-
Job Description:
Our client, a leading UK-based fund manager, is currently seeking an Operations Oversight Analyst to join the Operations team based in either Edinburgh or London.
This is a fantastic opportunity for someone who has investment operations knowledge across a range of investment instruments, fund types and products.
Skills/Experience:
Experience working within investment operations
Organisational skills, can demonstrate ability to meet deadlines and undertake and manage multiple tasks
Team player
Strong attention to detail
Excellent written communication skills
Experience in producing MI and regular reporting
Core Responsibilities:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives.
NAV oversight related tasks.
Complaint handling - ensuring regulatory requirements are met in the management of client complaints.
Oversight of fund audit process and completion of fund audit related activity.
Oversight of custody markets and eligible markets including liaison with Front Office and custodian.
Oversight of retail client AML & KYC documentation and processing.
Other Operations related activity.
Investigate and resolve day to day operational queries, issues and incidents across a range of services provided by third party providers.
Ongoing oversight of third-party administrator.
Prepare and maintain procedures, processes and controls documents, ensuring all procedures and checklists remain up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16022
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-12 13:36:30
-
The Company
Our client is a is a leading Australian wealth management business, offering a range of investment, superannuation and retirement solutions to financial advisers, clients, and institutions.
The have a focus on innovation, transparency, and efficiency with a commitment to technology-driven solutions and client-centric services that made them a trusted partner for advisers and investors.
Opportunity
An exciting opportunity has arisen for an immediately available, Sydney based Product Consultant, who could join their high performing team on a contract, supporting the team in key product initiatives.
Key Accountabilities
Project Leadership: Take ownership of strategic projects, ensuring their timely and successful delivery while maintaining alignment with key business objectives.
Product Team Support: Assist the product team by performing various day-to-day activities, including drafting disclosure updates and investment fee calculations.
External Coordination: Liaise with the external responsible entity to ensure smooth communication and resolution of any issues.
Process Documentation: Maintain accurate and detailed documentation of procedures, ensuring consistency and compliance across all activities.
Cross-Team Collaboration: Provide broader support to the product management team, helping drive key initiatives and ensuring overall team success.
Ideal Experience:
Product Management experience in the wealth management space (superannuation/platforms/managed accounts/retirement)
Strong industry and regulatory environment knowledge
Project management experience
Excellent stakeholder influencing skills
Strong commercial acumen
Why Apply:
Brilliant opportunity to work with well a renowned Australian brand.
Working a variety of different initiatives.
Hybrid working arrangements
If you think this would be the ideal next role for you and you have the desired experience, then please click on the link below or send your resume directly to Agnes Villanyi at avillanyi@parityconsulting.com.au
Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness.Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....Read more...
Type: Contract Location: Sydney CBD, Sydney, Australia
Posted: 2025-03-11 23:32:00
-
Job Description:
Do you have a proven background in UK Corporation tax, gained either from within Practice or Industry?
We are working on an excellent opportunity for a Corporate Tax Manager to join the team at a global financial services firm on an initial contract to the end of December 2025.
This role is based in Glasgow and follows a hybrid working pattern.
Skills/Experience:
Proficient UK Corporation Tax compliance knowledge and experience.
Relevant professional accountancy or tax qualification (including ACCA/CIMA/CA or ATT/CTA).
4 to 6 years of UK Corporation tax work experience in Practice or Industry.
Strong organisational skills.
Aptitude for working in a swiftly changing, dynamic environment.
Excellent interpersonal communication skills.
Self-motivated personality with high standards for quality of work, controls and accuracy.
Proficiency in MS Office (Excel, PowerPoint, and Word).
An understanding of tax reporting and forecasting processes.
Experience of tax compliance in other EMEA Tax jurisdictions.
Experience in people management.
Core Responsibilities:
Manage a portfolio of companies and processes, both within the UK and across the EMEA region, and will contribute to tax return filings, tax payments, tax forecasting, tax bookings and internal and external tax reporting.
As part of a well-established in-house corporate tax function, you will have the opportunity to conduct tax technical research and get involved in project work.
Working collaboratively across the wider tax, finance and other teams delivering on a number of projects and manage risk.
Managing, developing, and coaching staff.
Driving innovation and process efficiency improvements.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16014
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Contract Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-03-10 15:24:09
-
Job Description:
We are working on an exciting new opportunity for a Payroll Manager to join the team at a leading Finance Services company based in London, on a 6-month fixed-term basis.
This is a hands-on role and is ideal for someone with experience of working in payroll processes and being the point of escalation where required.
Skills/Experience:
Experience of working in payroll processes
Comprehensive knowledge of UK payroll (ideally with some international payroll knowledge)
Experience of using Workday or ADP would be an added bonus.
Core Responsibilities:
Go to support for day-to-day escalations e.g.
tax queries, advice and guidance
Co-ordination of benefits handover between Payroll and Reward team
Monthly payroll reporting and analytics
Project work in conjunction with the wider HR function
Continuous improvement to build strong links between payroll and HR Services team.
Identifying and putting in place solutions to reduce manual effort and increase accuracy of payroll data for UK
Approvals and sign offs for payroll payments
Coordination of any additional unplanned initiatives with downstream impact on payroll
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15995
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-03-10 15:16:01
-
Job Description:
Do you have a background in Credit Control with an ability to quickly hit the ground running? Our client, a global financial services firm, have an exciting opportunity for an experienced Credit Controller to join their Edinburgh team on an initial 3-month contract.
Essential Skills/Experience:
Proficiency in financial systems and ERPs (e.g.
Oracle).
Minimum 3 years of experience in a similar credit control role ideally within investment management or a financial services environment.
Advanced Excel skills, with the ability to handle large datasets and complex models.
Ability to build relationships with stakeholders and clients.
Self-driven, ambitious, willing to challenge the status quo and wants to make a real difference.
Strives for quality with attention to detail and accuracy.
Strong written and verbal communication.
Core Responsibilities:
Manage Key Stakeholders:
Build and maintain key stakeholder relationships such as Client Management Team.
Aged Debt Collections:
Achieve collections targets to maintain low levels of aged debt.
Assist Senior Credit Controller in implementing the group strategy.
Contribute towards a best-in-class collection process.
Group Aged Debt Reporting:
Feed into the group aged debt reporting.
Projects:
Act as a credit control SME for projects and strategic initiatives.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15954
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-10 14:48:55
-
Quality Engineer - Medical Devices
Newton Colmore is working with a medical devices company in the West Midlands, and we are assisting them with their search for a key Quality Engineer hire.
The role as Quality Engineer will give you the opportunity to work on market leading medical devices whilst working closely with the production team to ensure that the parts delivered from the company's suppliers meet the design specifications and quality requirements The quality engineer will help the production team in supplier quality assessments including creating and following up on SCARs and will also ensure that the Device History Record (DHR) is up to date for products manufactured.
This is a key new role within the team, and you will be reporting directly to the head of the team, and collaborating with the five members of the production team.
This role will also cover key responsibilities such as incoming inspection of parts, customer returns, and ensuring that document control, CAPA, and the complaints process is followed effectively.
To be considered for the Quality Engineer role you will need to have prior medical devices experience, ideally to both 13485 and 14971 ISO standards.
This will be paired with quality control and production knowledge within a manufacturing environment.
In return for your hard work the company offer a highly competitive salary and benefits package as well providing excellent career progression opportunities and hands on training.
Because of how closely you will be working with the production team, this will be a fully onsite role.
In regard to the process, there is a two-stage interview process where you will be invited to showcase your skills and experience, while finding out more about the company, their mission, and what they can offer you.
To enter the recruitment process click apply now and if you have the right skills and expertise, I will be in touch to discuss the opportunity further.
Newton Colmore Consulting is a highly specialist recruitment consultancy operating within the medical devices, Scientific Engineering, Scientific Software, Robotics, Science, Electronics Design, New Product Design, Human Factors, Regulatory Affairs, Quality Assurance and Field Service Engineering sectors throughout Europe and the US.
Keywords: Medical Devices, Quality Engineer, Quality Control, ISO 13485, QMS, Project Engineer, ISO 14971 ....Read more...
Type: Permanent Location: Birmingham, England
Salary / Rate: Negotiable
Posted: 2025-03-10 13:48:38
-
Quality Controller - Medical Technology
Newton Colmore is working with a medical technology company in north Birmingham, and we are assisting them with their search for a key quality control hire.
The role as an experienced quality controller will give you the opportunity to work on market leading medical devices whilst working closely with the production team to ensure that the parts delivered from the company's suppliers meet the design specifications and quality requirements The quality controller will help the production team in supplier quality assessments including creating and following up on SCARs and will also ensure that the Device History Record (DHR) is up to date for products manufactured.
This is a key new role within the team, and you will be reporting directly to the head of the team and collaborating with the five members of the production team.
This role will also cover key responsibilities such as incoming inspection of parts, customer returns, and ensuring that document control, CAPA, and the complaints process is followed effectively.
The company is looking for an experienced quality controller with medical technology knowledge, mixed with strong document control and inspection testing skills.
In return for your hard work the company offer a competitive salary and benefits package as well providing excellent career progression opportunities and hands on training.
In regard to the process, there is a two-stage interview process where you will be invited to showcase your skills and experience, while finding out more about the company, their mission, and what they can offer you.
To enter the recruitment process click apply now and if you have the right skills and expertise, I will be in touch to discuss the opportunity further.
Newton Colmore Consulting is a highly specialist recruitment consultancy operating within the medical devices, Scientific Engineering, Scientific Software, Robotics, Science, Electronics Design, New Product Design, Human Factors, Regulatory Affairs, Quality Assurance and Field Service Engineering sectors throughout Europe and the US.
Keywords: Medical Devices, Quality Engineer, Quality Control, ISO 13485, QMS, Project Engineer, ISO 14971 ....Read more...
Type: Permanent Location: Birmingham, England
Salary / Rate: £32000 - £40000 per annum
Posted: 2025-03-10 13:48:09
-
.NET Software Engineer - Innsbruck, Austria
(Tech stack: Software Engineer, .NET 9, C#, C++, Git, Azure, Angular, RESTful, Web API 2, Maui, JavaScript, Programmer, Full Stack Developer, Architect, .NET Software Engineer)
Established in the early 1990s, our client is a leading provider of cutting-edge IT solutions to the exciting medical technology industry.
We're looking for 4 Software Engineers to work on innovative Greenfield .NET / C# software development projects in the dynamic medical technology sector.
You'll get full exposure to the project life cycle and the chance to lead teams of up to 10 Consultants.
Ideal Software Engineer candidates should have solid experience with the .NET framework.
Whether you specialize in web application development (.NET Core / C#) or windows / desktop development (C#.NET), we're interested.
Strong knowledge of SQL Server, and stored procedures is a must.
Also, if you've got experience with .NET MAUI that's great as well.
We offer training in various technologies and practices, including .NET 9, C#, C++, Azure, Git, Angular, Multithreading, RESTful, Web API 2, Maui, Xamarin, JavaScript.
Join us in this exciting journey with a prestigious consulting firm that offers diverse and engaging projects in the ever-evolving medical technology industry.
Location: Innsbruck, Austria / Hybrid Working
Salary: €45.000 - €70.000 + Bonus + Benefits
To apply for this position please send your CV to Charlie Skipper at Noir.
Applicants must be based in Austria and have the right to work in Austria even though remote working is available.
NOIRAUSTRIAREC
NOIREUROPEREC
NOIREURNET
NC/CS/INNS4570 ....Read more...
Type: Permanent Location: Innsbruck, Austria
Start: ASAP
Salary / Rate: £45000 - £70000 per annum + Benefits + Salary
Posted: 2025-03-10 02:03:13
-
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases.
Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types.
This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software.
Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital.
The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products.
Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes.
Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness.
Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation.
Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type.
For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting.
Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations.
Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements.
Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services.
They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end.
This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCA
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-03-08 22:39:32
-
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases.
Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types.
This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software.
Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital.
The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products.
Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes.
Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness.
Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation.
Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type.
For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting.
Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations.
Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements.
Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services.
They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end.
This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCA
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-03-08 06:07:19
-
Job Description:
Do you have relevant significant experience in compliance within an FCA regulated firm? Our client, a leading financial services firm, is seeking a Head of Regulatory Compliance to lead the regulatory team on a permanent basis.
Strong people management and stakeholder management skills are essential for this role.
Experience in IFoA is desirable.
This role can be based in Edinburgh, Glasgow or London.
Skills/Experience:
Extensive compliance experience in an FCA regulated firm.
Experience gained in financial services, ideally financial planning or asset management and/ or professional services
Strong understanding of the FCA Handbook and other relevant regulations such as the Bribery Act or Money Laundering regulations
Experience in IFoA is desirable
Relevant professional qualification, for example a Compliance Diploma or equivalent
Good working knowledge of IT systems, such as SharePoint is desirable
Ability to influence
Excellent at building relationships and working collaboratively with a wide range of people
Excellent communicator
Core Responsibilities:
Ownership of the strategy, business plan and budget for Regulatory team.
Provide effective compliance advice and guidance to senior management and business units
Maintain and update documentation related to compliance activities.
Investigate and address compliance issues and breaches.
Support second line of defence oversight; monitor compliance with regulatory requirements and internal policies and oversee our compliance monitoring plan.
Monitor the regulatory perimeter as our business activities change and grow.
Produce and present effective management information
Manage and oversee all relevant regulatory reporting and communication requirements
Develop and manage direct reports and ensure the team are recognised internally as professional, partnering and solutions driven
Maintain on-hand external compliance experts to supplement the team as needed.
Keep up to date with developments which may affect FCA regulated firms, risk and governance framework/activities of the firm.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16031
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-07 14:32:13
