CRM Systems Administrator at Bartlett Wealth Management | Cincinnati

Join Bartlett Wealth Management as a CRM Systems Administrator, where you'll take charge of administering and supporting our CRM platform. This role is crucial for maintaining data integrity and streamlining system integrations. You will collaborate closely with our Managed Service Provider (MSP) and may take on advanced responsibilities depending on your experience. Additional tasks will involve scripting, automation, and managing Microsoft Active Directory, along with providing general IT and application support.This role presents an exciting opportunity to work alongside management and key user groups to develop tailored internal processes and workflows that enhance our client service experience significantly.Key Responsibilities:CRM Administration and SupportAdminister and support the CRM system, including user roles, permissions, and workflows.Work in tandem with MSP for any escalated issues and system improvements.Ensure compliance with data governance standards and maintain data integrity.Integration and Process ImprovementSupport existing API integrations and ETL processes linking CRM with other systems.Assist in crafting new workflows to boost efficiency and scalability.Develop and execute scripts to automate system tasks.Technical SupportManage network folder structures and permissions.Perform Microsoft Active Directory tasks such as unlocking accounts and granting permissions.Provide Tier 1 and Tier 2 technical support for applications and systems.Troubleshoot user issues across CRM and related platforms.

At Bartlett Wealth Management, we oversee assets exceeding $8 billion and operate in three cities with a dedicated team of 83 professionals. Our wealth management approach emphasizes collaboration, providing tailored investment management and financial planning solutions to meet our clients' diverse needs.Position OverviewThe Wealth Management Co-op offers a unique opportunity to engage in financial planning and investment activities. As a co-op, you will be involved in a variety of tasks and projects, gaining firsthand experience by collaborating with seasoned financial planners and investment management experts. This position is ideal for individuals eager to explore a career in the investment advisory and wealth management sector.Please note: We do not provide company-sponsored housing or relocation for this internship.Key ResponsibilitiesFinancial Planning Responsibilities:Collaborate with financial planners to evaluate financial situations and input data into eMoney software, including account statements and holdings.Organize and summarize clients' living expense data.Assist with eMoney support and account connectivity.Monitor and analyze the completion plan rate for each team member to enhance outcomes.Help track Required Minimum Distributions (RMD) and Inherited RMDs.Create client-friendly financial reports.Attend client meetings in a supportive learning capacity when appropriate.Participate in discussions with external mutual fund managers.Conduct research and manage various miscellaneous projects.Investment Management Responsibilities:Gather information from call reports, review prior plans, and acquire missing data from clients.Generate the corporate bond buy list two to three times a week.Update and maintain the equity summary holding document.Support wealth advisors in preparing materials for Strategic Asset Allocation Committee meetings.Assist the Market Charts Committee in compiling investment and economic data for client meetings.Join weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other departmental meetings to learn.Summarize and distribute weekly Investment meeting recap reports to all advisor groups.Conduct research and due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.

Join our dynamic team at USM2 as a Linux Administrator, where you will play a critical role in managing and enhancing our Linux-based systems. We seek a tech-savvy individual with a passion for optimizing server performance and ensuring system security.

Join our dynamic team as a Storage Administrator Specialist at Worldpay, where you will play a pivotal role in managing and optimizing our storage systems. You will collaborate with cross-functional teams to ensure data integrity and availability while implementing best practices in storage management.

We are seeking a dedicated and detail-oriented Administrative Assistant to join our dynamic team at Collabera. In this role, you will provide essential support to our staff, ensuring the smooth operation of daily activities. You will be the first point of contact for clients and visitors, managing schedules and facilitating communication across departments.

Join our dynamic team at dev2 as a Systems/HR Systems Analyst specializing in ServiceNow. In this role, you will be pivotal in optimizing our HR systems to enhance operational efficiency and employee experience. Collaborate with cross-functional teams to implement innovative solutions that meet the evolving needs of our workforce.

Join Worldpay as a Systems Workday Analyst and play a crucial role in optimizing our Workday platform. In this position, you will leverage your analytical skills to enhance system performance and streamline processes. Collaborate with cross-functional teams to ensure effective integration and implementation of Workday solutions. If you're passionate about technology and ready to make an impact, we invite you to apply!

Morgan & Morgan is hiring an Administrative Assistant for its Cincinnati, Ohio office. This role plays a key part in keeping daily operations organized and running smoothly. Attention to detail and strong organizational skills are essential. Responsibilities Handle a variety of administrative tasks to support office operations Coordinate communications among team members and across departments Assist in maintaining efficient office processes and workflows Location This role is based on site in Cincinnati, Ohio.

Join System Canada Technologies as a Design Engineer in Cincinnati! We are looking for a talented individual who is passionate about engineering design and eager to contribute innovative solutions. In this role, you will work collaboratively with a dynamic team to develop and enhance various engineering projects.

Join Kelly Services® and take advantage of this exceptional opportunity to work as a Database Administrator I at a prestigious Fortune 500® company located in Cincinnati, OH! In this role, you'll play a crucial part in managing and optimizing database systems, ensuring data integrity, and supporting various projects. As a Kelly employee, you will receive:A competitive hourly wage with weekly paychecksAccess to online educational resources through the Kelly Learning CenterA range of employee discounts- And much more!Pay Rate: $16.00 per hour

Join Alpha Insight Inc. as a Management Trainee and kickstart your career in a dynamic and supportive environment. As a Management Trainee, you will gain hands-on experience across various departments, develop leadership skills, and prepare for future management roles. You will be mentored by experienced professionals who will guide you through essential business processes, ensuring you are well-prepared for a successful career.

Domino's Pizza in Cincinnati is looking for a General Manager to guide store operations and help the team reach its goals. This position centers on leading staff, supporting a positive workplace, and making sure customers receive friendly, efficient service every day. Role overview The General Manager is responsible for day-to-day store management. This includes supervising team members, monitoring food quality, and keeping operations running smoothly. Attention to detail and strong organizational skills are important for success in this role. Key responsibilities Lead and motivate team members to deliver excellent customer service Oversee food preparation and quality standards Maintain a positive and productive work environment Work toward meeting or exceeding sales targets Promote teamwork and accountability among staff What you bring Experience in managing teams or leading in a customer-focused setting Commitment to high standards for food quality and service Strong leadership and communication skills

Quest Defense Systems Solutions Inc, based in Cincinnati, OH, develops aerospace and defense systems for clients facing complex engineering demands. The company emphasizes safety and practical innovation, delivering solutions tailored to challenging industries. Role overview The Mechanical Design Engineer will apply expertise in gas turbine engine component design and analysis to address client needs. This position involves direct interaction with customers, gathering requirements, and turning those into actionable engineering solutions. Collaboration and creative thinking are essential for success in this role. Main responsibilities Design and modify aero-engine components by reviewing product specifications, performance goals, and manufacturing capabilities. Lead design projects for gas turbine parts, including both structural and rotating components such as frames, shafts, disks, seals, and airfoils (blades, vanes, nozzles). Evaluate new design concepts, manufacturing methods, and material selections. Ensure all work aligns with engineering standards and industry requirements, and prepare supporting documentation. Gather and integrate customer design and system requirements into component development. Support technical validation and participate in technical and program reviews. Develop components and modules with a focus on cost, performance, lifecycle, and system integration.

Join imprint as a General Manager, where you will lead our dynamic team in Cincinnati. Your expertise will drive operational excellence, foster a collaborative work culture, and enhance our strategic objectives. This is an exceptional opportunity to shape our future and make a significant impact in a growing organization.

Domino's Pizza is hiring an Assistant Manager in Cincinnati. This position supports daily store operations and helps maintain high standards of customer service. The role is well suited for someone interested in building management experience within the restaurant industry. Role overview The Assistant Manager helps coordinate staff, monitor store activities, and address customer needs. Working closely with the management team, this person ensures that orders are fulfilled accurately and the store runs smoothly during each shift. What you will do Assist with supervising team members and delegating tasks Support daily operations such as inventory, opening and closing procedures, and quality checks Respond to guest concerns and help create a positive experience for customers Requirements Interest in a leadership or management role Strong communication and organizational skills Commitment to delivering excellent customer service

Domino's Pizza, Inc. seeks an Assistant Manager for its Cincinnati restaurant. This position helps oversee daily operations, ensuring the store runs efficiently and customers receive consistent service. Key Responsibilities Work alongside the management team to guide staff during shifts Promote excellent customer service throughout the restaurant Monitor food quality and uphold safety standards Foster a positive and collaborative team atmosphere What Makes a Strong Candidate Leadership skills and attention to detail are important in this role. Assistant Managers help shape a welcoming environment for both customers and team members, making a visible difference every day.

Join alphabeinsightinc as a Personal Assistant, where you will play a vital role in supporting our executives and ensuring smooth day-to-day operations. You will be responsible for managing schedules, organizing meetings, and assisting with various administrative tasks to help our team thrive. We are looking for a proactive individual who can handle multiple tasks efficiently and maintain a positive attitude.

Join the team at Domino's as an Assistant Manager, where you will play a crucial role in supporting the daily operations of our busy pizza restaurant. As a leader, you will be responsible for managing staff, ensuring quality service, handling customer relations, and maintaining operational standards. This is a fantastic opportunity for those looking to grow in the fast-paced food industry!

Domino's Pizza is hiring an Assistant Manager in Cincinnati. This position helps oversee daily store operations and works to deliver great service and consistent product quality. Role overview The Assistant Manager supports the store manager in running the restaurant. Responsibilities include guiding team members, helping achieve sales targets, and making sure inventory is handled correctly. Keeping safety standards high is also part of the job. What you will do Assist with daily store operations Lead and motivate team members Help meet sales goals Manage inventory and supplies Maintain safety and cleanliness standards Growth This role offers a path for advancement within Domino's Pizza for those who show strong leadership and commitment.

Domino's Pizza is hiring an Assistant Manager in Cincinnati. This position supports daily restaurant operations and helps maintain high standards for food quality and customer service. The Assistant Manager works alongside the team to meet sales targets and keep service running smoothly. Role overview This role involves assisting with staff supervision, monitoring store performance, and ensuring every guest receives prompt, friendly service. The Assistant Manager also helps with training team members and stepping in to resolve issues as they arise. What you will do Support the General Manager with day-to-day operations Lead and motivate team members on each shift Maintain Domino's quality and cleanliness standards Help achieve sales and service goals Requirements Experience in a supervisory or leadership role preferred Strong focus on customer service Ability to work in a busy restaurant setting