Fond du Lac Jobs

Details: Full-Time Sales Service Representative/Merchandiser Mondelēz International is a whole new company that has been reimagined with a single focus in mind: create delicious moments of joy by sharing the world’s favorite brands. Launched on Oct. 1, 2012, and employing around 100,000 people around the world, Mondelēz International comprises the global snacking and food brands of the former Kraft Foods Inc. While Mondelēz International is new, our brands are as diverse and rich with heritage as the 170 countries in which our products are marketed. As the world’s pre-eminent maker of snacks, Mondelēz International has leading shares in every category and every region of the world in which it competes. The company holds the No. 1 position globally in Biscuits, Chocolate, Candy and Powdered Beverages as well as the No. 2 position in Gum and Coffee. Mondelēz International’s portfolio includes several billion-dollar brands such as Nabisco, Oreo and LU biscuits, Cadbury and Milka chocolate, Jacobs coffee, Tang powdered beverages and Trident gums. Mondelēz International has annual revenue of approximately $36 billion and operations in more than 80 countries. For more information, visit http://www.mondelezinternational.com/ and www.facebook.com/mondelezinternational . Primary Role: The Mondelēz Global Sales Service Representative role is designed to build a world class Direct Store Delivery (DSD) business at the retail level by properly fulfilling the merchandising needs of the customer. The Representative is responsible primarily, though not exclusively, for merchandising Nabisco brands. Areas of focus will include full shelf conditions, neatly merchandised displays and shelves, building display point of sale in all areas of store, properly rotated stock, and accurate price tags / POS in place for all departments. A major objective of this role is to establish and maintain rapport with key store individuals while providing outstanding customer service. This role will be responsible for maintaining a timely and accurate call schedule. Further, this role will be responsible for identifying and communicating individual store problems and opportunities to the appropriate Mondelēz Global personnel.

Details: Sub-Zero Group East, the exclusive distributor of Sub-Zero and Wolf luxury kitchen appliances in the New York area, seeks a Showroom Consultant for our state-of-the-art Manhattan Showroom. Major responsibilities will include: • Performing front desk functions which include greeting walk-in customers and answering phones; • Providing product consultations to showroom customers; • Maintaining computer portal database; • Assisting with the preparation and execution of consumer cooking demonstrations, trainings, and events in the showroom; • Assisting with various administrative duties such as informational mailings and event RSVP's.

Details: Accounting Clerk Pacific Pulse Inc./Firewire Surfboards is currently seeking an Accounting Clerk to join our team in Carlsbad, CA . About us: Firewire is a market leading, high-performance surfboard manufacturer and wholesaler, doing business in over 40 countries around the world. The company builds highly technical surfboards, and believes that refinements to the shape of today's modern surfboards can only produce incremental performance benefits. Exponential improvements in performance require the ongoing development of new materials, construction methods and radical shape, which in turn will fuel new design directions. In addition, Firewire is committed to reducing the carbon footprint of the modern surfboard, and the company is also actively engaged with a number of non-profit organizations that are striving to improve our world, including the Surfrider Foundation, Surfaid and the Share the Stoke foundation. While Firewire surfboards are far from sustainably produced today, the company is committed to constantly refining our raw materials and factory processes to decrease the overall environmental impact of our business and its products, and every Firewire surfboard built today is ECOBOARD certified per SustainableSurf.org's eco-benchmarks. Job Responsibilities : Account Receivable Entering sales orders Raising invoices Receipting payments Sending statements Creating proforma invoices Debt collection Accounts Payable Entering invoices Preparing payment runs Establish monthly vendor accruals Inventory Receipting shipments Inventory adjustments as directed Other Provide information to reps as required Filing Other tasks as required

Details: Job Fair! Western Dental is Now Hiring! Registered Dental Assistants, Dental Assistants, & Certified Dental Technicians When: Tuesday, July 7th, 2015 Where: 1107 Ocean Street Santa Clara, CA 95060 Open interviews will be conducted on site: 10:00 AM - 7:00 PM

Details: Basic Function: The Operational Strategy Analyst will be a member of the Process, Technology, Innovation Support Center and will apply business modeling, customer experience industry trends, data analysis experience, and strategic planning expertise to partner with operational management and influence the effectiveness of customer service operational service plan. This position is technical, deeply analytical, customer facing, and calls for a self-starter with genuine interest in maximizing operational effectiveness in a customer centric culture. Qualifications - Education: Required: Bachelor's Degree required preferably in Accounting, Business or Finance. Desired: Bachelor's Degree combined with Customer Service and/or Operational Certifications Qualifications - Work Experience: Required: 2-5+ years of progressive responsibility with business analytics in a large contact center operation management team Desired: Demonstrated experience in leading customer service center implementations Qualifications - Certification/Designations/Specialized Training/Licenses : Desired: iCMI Certified Call Center Manager, CIOP, or other relevant designation or certification. Qualifications - Technical Skills : Required: -Demonstrated experience in process/workflow development and project management -Ability to perform advanced data analysis (using Excel) and apply strategic thinking to support executive level discussions and presentations Desired: -Project Management (using MS Project) -Contact Center Application Implementations Qualifications - Non-Technical Skills: Required: -Knowledge of the Call Center industry and an understanding of the metrics, controls, and technology associated with it -Advanced understanding and interest in industry trends and approaches to Customer Service operations -Strong verbal and written communication skills -Strong abilities in problem solving, including structuring analysis, and identifying and prioritizing issues -Strong aptitude for learning and adding value in complex environments -Ability to gather and assist in defining reporting requirements for key business users. Desired: -

Details: Work directly for a Central New Jersey area construction company that specializes in transportation infrastructures, utilities, marine work, buildings, interior renovations, solar installation and construction management. Project Engineer: Summary: Assists Project Managers, Estimators and others in all aspects of the construction process. From conceptual estimates, to the bidding of projects, to the construction of projects, ultimately to the completion and acceptance of projects. Job Description: � Daily and weekly progress reports at a variety of job sites. � Keeps Management and the Estimating Department regularly updated on project status. � Manages Project Submittals, Plans, Specifications and Shop Drawings and assures conformance to Project Documentation requirements. � Work with Purchasing Department to coordinate negotiations for materials and subcontractor pricing. � Builds and maintains excellent client and subcontractor relationships. � Maintains close contact/coordination with Suppliers, Subcontractors and General Contractors. � Represents the Company in an excellent manner with existing customers and potential customers. � Visits job sites, documenting observations/activities such as: Pick-up plans/specifications/drawings, conduct job walks and deliver bids. � Completes accurate and thorough quantity takeoffs. � Coordinate/Conducts safety inspections; tracks scheduling versus plans in coordination with field superintendents. � Supports Project Managers, Estimators, and the Management Team as required. � Problem Solving � Ability to recognize problems and generate workable alternative solutions for approval and follow through to timely final resolution of problems. � Construction Technology � Understands current construction techniques and systems to a high degree, including sustainable construction. � Manages the change order process.

Details: Welcome to AIN Plastics, a division of ThyssenKrupp Materials NA. We are a leading full line distributor and fabricator of industrial plastic shapes, specializing in engineering plastics for the fabricator and OEM communities. Our difference is in how we treat our employees and our customers. We want the best people working with our best customers to help them make their businesses more successful. We are currently seeking candidates for the position of Cost Estimator for AIN Plastics in our Kennesaw, GA machine shop. This individual will be responsible for preparing cost estimates and price quotations on new work and project continuations for our machine shop. Responsibilities include: Interpret technical drawings and documents Determine required manufacturing equipment and processing Estimate raw material cost Submit RFQ’s to external vendors as needed Estimate COGS and profit margin Determine lead times Submit quotes to sales staff Communicate with manufacturing and QC when necessary Embrace, utilize, and employ all sections of AIN Plastics Sales Productivity Process applicable to your job Respond to sales calls, faxes, and emails in a timely manner Provide technical assistance to customers Satisfy customer service issues Continuously increase knowledge of company products, services, and procedures Work in a team environment, communicating as required with all personnel Assist in quality-related duties where required

Details: Job Description Looking for a rewarding new career direction where you can apply your customer service and sales skills to an industry that is in constant demand, even during economically challenging times? Rentokil has just the opportunity for you! With over 80 years experience in the industry, we are a global leader in pest control, providing homeowners, small businesses and facility management companies across North America with quality, dependable pest control services. We are currently seeking motivated and friendly individuals to serve as Pest Control Technicians. You will provide pest control services to a wide range of loyal clients, using your customer service and problem-solving talents to determine the most effective and appropriate solutions to their individual pest issues. We offer excellent pay and benefits , a well-developed career advancement track, and the opportunity to work with a dedicated and supportive team of colleagues. If you enjoy providing a valued professional service throughout your community, and if you meet our qualifications, we want to talk with you. Contact us today! Job Responsibilities As a Pest Control Technician, you will visit customers and provide a full range of services to address their pest control needs and challenges. You will be responsible for maintaining the loyalty of more than 300 of our customers by solving complex pest issues using your knowledge of biology and treatment options. This will involve conferring with customers and thoroughly assessing their needs to ensure that they receive the highest possible value and maximum satisfaction with our services. Your duties in this customer service / sales role will include: Visiting the homes of 300 or more customers in an assigned coverage area and offering a range of pest control services Selling services designed to solve customers' most complex pest issues Identifying customer needs, recommending additional services as appropriate, and presenting proposals for those services to customers Staying current on the latest developments, trends, and regulations in the pest control industry Job Requirements As a Service Technician, you must be professional, hard working and punctual with the ability to effectively analyze and propose solutions to a variety of pest problems. You should also be self-motivated and able to work with minimal supervision. It is also important that you display excellent verbal and written communication and interpersonal skills, along with a friendly personality and a firm commitment to providing superior customer service. Specific qualifications for the position include: A proven background in customer service and sales Desire for career development Effective upselling skills Solid prioritization and workflow management skills Valid driver's license and clean driving record Ability to pass a background and drug test (Including marijuana) Pest Control Technician license, a plus Benefits As a Pest Control Technician with Rentokil, you will be part of an industry-leading organization with the experience and success to help you to sustain and grow your career. We offer a supportive, team-driven atmosphere as well as a commitment to assisting you in achieving your professional goals. In addition to good pay and benefits, you will find plenty of opportunities to grow along a well-developed career track with us. Benefits for this position include: Competitive wages and incentives Comprehensive health benefits Profit-sharing plan 401(k) with company match Opportunities for career development We are Proudly an Equal Opportunity Employer! EOE AA M/F/Vet/Disability Link to Federal employment poster: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

Details: Well Established Local HVAC Company Reynolds Home Comfort Is seeking experienced > Installers > Service Technicians > Helpers Call us: (239)243-5707 RHCGO * Pay is based on skill level. * * Up to $25 per hour + Commissions . * * Company vehicle and company iPad provided. * Must have: - Clean driving record and background check. - EPA Certification. - Experience in all types of HVAC servicing a MUST !!! An excellent opportunity awaits for the right candidates! Please submit resume by clicking Apply Now RHCGO or Call us: (239)243-5707 About Us: Mission Statement: Our mission is to provide the highest and utmost standards in the air conditioning and heating industry here in the Southwest Florida area. We strive to provide air conditioning and heating services for the greater Ft Myers, Cape Coral, Estero, Bonita Springs, Naples and surrounding areas through innovative techniques, quality workmanship, and competitive pricing for our customers. We maintain the highest ethical values and standards our customers deserve by treating each and every client with complete professionalism and respect. We will never forget that the customer is the reason we exist! Angies List Super Service Awards 2011, 2012, 2013, 2014 Company History: The success of Reynolds Home Comfort, Inc. is due to the perseverance and ingenuity of the President and CEO, Paul L. Reynolds , and his incredible staff. By having integral personnel in place to assist in the day-to-day operations of our air conditioning and heating company, Reynolds Home Comfort, Inc. , has achieved success in this ever-changing competitive industry. Paul began learning the air conditioning trade as an apprentice, servicing and installing air conditioning and heating products. He continued this career path immediately after graduating from high school in 1983. In 1987, he received a bachelor’s degree from ITT Technical Institute, Indianapolis, Indiana. This was only the beginning for Paul continuing to pursue excellence in regards to his trade. While working in the HVAC industry, Paul mastered all aspects of installation, service, maintenance, and sales of all residential and commercial brands including Trane. He pursued his own State of Florida Licensure in 1992 when he became a State Certified Air Conditioning/Heating Contractor. This set the foundation for opening up his own company enabling him to provide his customers with the best services in the industry. We want to personally thank you for taking an interest in our company history. Please submit resume by clicking Apply Now RHCGO or Call us: (239)243-5707

Details: Retail professionals—are you ready for the rewarding challenge of managing one of the nation’s top convenience stores? Join our team at Circle K! For over 50 years we have provided our customers with the quality and value they have come to expect from us. Today, we are one of the nation's largest chains of company-operated convenience stores, operating approximately 3,000 locations in 27 states. We are currently looking for high-energy and sales-driven Retail Store Managers to oversee day-to-day operations at one of our stores. Whether you are just starting out, returning to the workforce, or changing careers, our world-class Manager-In-Training (MIT) program will ensure that you are able to run a profitable operation while exceeding customers’ expectations every time they shop at your Circle K store. We offer competitive compensation. Upon promotion to Store Manager (from Manager in Training) you can receive bonuses of up to $12,000 annually, based on the performance of your store. If you are looking for the opportunity to grow your retail management career in a dynamic and innovative environment, and if you meet our qualifications, then Circle K is looking for YOU!

Details: A. Duie Pyle is the Northeast's premier transportation and logistics provider with extended Less-Than-Truckload (LTL) service coverage through established partnerships into the Southeast, Midwest, Canada and the Caribbean. A family-owned and operated business for more than 90 years, A. Duie Pyle provides a complete range of integrated transportation and distribution services supported by 23 LTL and TL Service Centers and 8 warehouses strategically located throughout the region. EOE/M/F/D/V We Currently have a opening for a 1st Shift Fleet Diesel Technician/Mechanic- Class A - Top Rates, Premier Benefits, Job Stability - Minimum of 3 years experience repairing/maintaining class 8 trucks & trailers - Diagnostic/Troubleshooting, Electrical and Air Conditioning skills are a must - Good decision making ability - Must posses complete set of hand tools for a heavy duty truck technician - Valid driver's license (CDL a plus but not required) - Must be able to document repairs using fleet maintenance software (will train) A. Duie Pyle offers a wide range of comprehensive benefits, including a unique retirement plan with both a 401k and a Defined Contribution Pension Plan. We offer excellent Health Insurance benefits. Our benefits package includes health insurance, vision and dental coverage, life insurance, vacation, holiday and personal time, and weekly pay via direct deposit. - Annual tool allowance reimbursement program - Uniforms supplied

Details: Job is located in Humble, TX. Link Staffing Services is currently seeking a high-energy, Recruiter for our North Bergen Onsite Branch. This position will focus on tasks related to light industrial recruiting, screening, onboarding, job matching and field staff relationships. In addition, client relationship development, business development and client satisfaction are an important function in this position. Unique Responsibilities: Ability to proactively source, recruit, screen and hire high quality applicants for light industrial, skilled crafts and trades positions within our client base. Ability to provide feasible solutions to clients when problems arise. Ability to process and retain qualified field staff according to Link standards, through screening, interviews, testing and reference checking. Responsible for developing and maintaining relationships with community networking and recruiting sources. Consistently recruits, develops, and retains qualified field staff to fill 100% of orders. Performs client visits at least once a week and when needed. Solicits daily feedback from field staff and clients regarding all job assignments. Maintains proper documentation for all field staff and clients files. Process field staff timesheets and payroll. Handles field staff accidents according to policy. Prepares field staff for assignments with thorough orientation of job assignment and client site. Participates in rotation of on call schedule and responds to all calls according to standards. General Responsibilities: All employees of Link Staffing are key to the success of Link Staffing Services. Everyone is a key part of the Link Staffing Team and is expected to: Do whatever is necessary to contribute to furthering the mission of Link Staffing Services - to provide such excellent service that we get "each client to be our advocate". Demonstrate and work according to our Values. Be familiar with our operations, systems and policies and follow them. Seek ways to continually improve our operations. Go the extra step. Take pride and value our company, franchisees, employees, customers, and clients. Be part of solutions.

Details: R+L is currently seeking a Class A Line-Haul Driver in our Janesville, WI Terminal Full Time / 3rd Shift Monday - Friday Our driver are home every day! R+L Carriers has immediate opportunities for CDL Class A Linehaul Truck Drivers. These Drivers will be responsible for the movement of trailers between Service Centers and/or turn-point locations, and returning home daily. R+L Carriers offers an excellent compensation and comprehensive benefits package that includes Medical/Dental/Vision Insurance, 401(k) Retirement Plan with company matching contributions, Paid Vacation & Holidays, and free vacation lodging at our exclusive employee resorts in Daytona Beach, FL, Big Bear Lake, CA and Pigeon Forge, TN.

Details: Company Overview The Kidz Club is a Prescribed Pediatric ExtendedCare (PPEC) facility that cares for children who are medically fragile. Weserve children receiving ongoing medical treatment, constant assessment,evaluation and supervision while being included in a stimulating social andeducational daycare program. We are a non-residential pediatric treatmentfacility that provides high quality day nursing care. Job Summary The Food Service Provider (FSP) will be responsible for all aspects offood service. This position maintains the kitchen and eating areas with regardbut not limited to ordering and preparing foods, cleaning food service areasand assisting during food service. The Food Service provider is responsible forassuring all areas of health department inspection regulations are incompliance at all times. The FSP will also be responsible for meeting with allfood service regulatory officials for inspections and documentation compliance. Visit our website at www.thekidzclub.com

Details: Harry Brown's Family Automotive – Faribault, MN Full time- Protective Films & Window Tint Installer Harry Brown's GM & Chrysler, family owned and operated for 47 years. Busy service department looking for an installer for vehicle protective coatings and window tint . Experience preferred, but will train the right candidate. Full benefits eligible, including medical insurance, 401k & paid vacation. Clean driving record required.

Details: Candidate will be responsible for: *Operating a forklift to bring material and perform some quality inspection. *Clear blockages from production areas to ensure product lines keep flowing *Operate a Sit Down (propane) and Stand Up (Electric) forklift *Remove finished goods from production area and stage them for shipping *Load and unload trucks *Use RF Scanner 12 hour shifts 7am-7pm or 7pm-7am, must be open for both and overtime About Aerotek: Aerotek, headquartered in Hanover, Md., is a leading provider of technical, professional and industrial staffing services. Established in 1983, Aerotek is an operating company of Allegis Group, the largest provider of staffing services in the U.S. Aerotek operates a network of more than 200 non-franchised offices throughout the U.S., Canada and Europe. For more information, visit aerotek.com . The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email accommodation@aerotek .com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Details: MSA Home Health Agency, a division of Medical Services of America, seeks an experienced , full-time RN Regional Home Health Administrator to oversee our agencies in the Panhandle and Central areas of Florida. The Administrator is responsible for planning, organizing, and developing all Home Health Agency functions including, but not limited to: operations administration, clinical oversight, supervision and leadership. Annual budget preparation and expense monitoring. Long-range planning, organizing, directing and staffing. General oversight of patient care and effective management of utilization of services. Coordination of agency functions. Fiscal management. Ensure continued growth by expanding new and existing referral base.

Details: One of TEKsystems top clients is looking for a strong Network Engineer to add to their team. This position offers great exposure to a complex environment, has a potential to go full time, and offers exposure to some of the newer technologies. Top 3 Skills: 5+ years of experience as a Network Engineer, including work with Cisco routers and switches (configuration, installation, troubleshooting, design) 5+ years of experience working with Wireless Networking, including Cisco products. This includes a depth of knowledge in surveys and controllers. Strong working knowledge of BGP and OSPF Job Description: This role will work directly with customers, vendors, and Strategic Partners to identify, troubleshoot, resolve data networking related issues and/or design network solutions. Monitor WAN/LAN/WLAN connectivity to ensure that all users have the required WAN/LAN/WLAN connections. Troubleshoot hardware problems. Provide timely and accurate progress status on all ongoing support issues, with an emphasis on problems, issues, and concerns. Daily responsibilities Provide guidance on and/or lead the design & engineering efforts, as well as expert technical input & support for engineering network based on recognized standards and best practices. Work with the client's vendors and provide guidance & criteria for documenting design standards and engineering solutions. Collaborate and consult with stakeholders to develop solutions and coordinate, implement, and prioritize plans to meet standards & requirements. Work closely with project managers to upgrade or create designs to meet business requirements. Work with peers to assist and support other engineering initiatives. Follow all Incident and Problem Management processes for operational support. Lead efforts in updates to processes, procedures, guidelines, and standards, including quality controls. Participate in investigations, analysis, reviews, pilots, and evaluations of advanced technologies. Work with peers in recommending improvements to existing systems and identify potential issues for escalation and resolution Desired skills CCNA, CCNP, CCDE, or CCVP Certification Soft Skills Self Starter, Process Oriented Individual Must show the ability to think critically, creatively, independently and cooperatively. Be mentally flexible and agile Strong technical project engineering skills and excellent analytical problem solving skills About TEKsystems: Join TEKsystems®, a leading IT staffing, IT talent management and IT services firm, and get your career on the fast track. We have more than 100 offices worldwide, and we partner with over 6,000 clients and place over 80,000 consultants per year. At TEKsystems, we seek to understand our consultants’ skills, goals and interests, allowing us to present targeted job opportunities on a contract, contract-to-hire or direct placement basis. TEKsystems' leadership in the market stems from our sincere and personal commitment to driving the success of our customers, consultants and each other. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888 472-3411 or email accommodation@teksystems .com for other accommodation options.

Details: Toshiba Business Solutions, (TBS) a subsidiary of Toshiba America Business Solutions, a leader in digital technology is seeking a Field Service Technician for the Raleigh, NC marketplace. The territory for this position will include the Raleigh and Durham areas. At TBS, we focus on far more than just equipment. Our people bring innovative, real-world solutions for our client's print management needs; we help cut costs, and reduce the environmental foot print. We are a growing, dynamic organization that has a need for individuals who are driven to contribute their professional best. POSITION SUMMARY: The Field Service Technician provides customer service by maintaining, servicing and repairing office equipment at customer locations within their assigned territory. POSITION RESPONSIBILITIES: Service and maintain customer photocopier equipment. Assess and troubleshoot customer software and hard copy orders for production problems or issues. Maintain and repair company products and copier systems at the customer location. Perform copier machine modifications, software upgrades and maintenance. Repair photocopy equipment that can be hardware of software related. Verify equipment functioning by completing test operations; making final adjustments. Maintain personal inventory stock and parts inventory. Ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Handle an assigned customer territory. Coordinate with dispatch and keep them informed of all activity. Document service actions by completing reports, logs and records, as required. Other related duties as requested by management. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Details: Institutional Relationship Manager Location: Idaho, ID Level: Full Time Category: Client Services Description Position Purpose: The Institutional Relationship Manager will be responsible for conducting 529 college savings seminars and outreach to Idaho employers, community groups, nonprofits, local organizations, and other entities as identified on behalf of IDeal – Idaho College Savings Program. Essential Duties and Responsibilities: • Presentations to Prospective Participants a. Conduct workshops and deliver presentations on IDeal to a variety of audiences with varying income levels, lifestyles, and backgrounds b. Attend benefit fairs and events, maintain information booths and distribute information c. Source and develop leads with employers, community groups and local organizations • Develop Client Relationships a. Develop relationships with key elected officials and the IDeal staff b. Develop relationships with proponents of financial literacy in the community c. Assist the Executive Director and Relationship Manager where applicable d. Represent Ascensus College Savings and IDeal in the community to the highest standard • Promotion of Direct Deposit with Employers a. Present to and meet with employers to explain and promote the benefits of direct deposit b. Source and develop leads with HR/payroll/key benefit decision makers c. Coordinate with Client Services for implementation of service • Project Work a. Work with Ascensus Marketing, third party Idaho PR firm and the Executive Director to develop communication/marketing materials b. Determine what events to attend and activities to engage in to maintain an active calendar within annual budget limits c. Track and report on events, activities and key relationships • Work with IDeal College Savings local staff and Board a. Work closely with the IDeal staff within the Treasurer’s office and communicate regularly b. Attend Board meetings and report on activity c. Attend status calls with IDeal staff and Ascensus team • Industry Expert a. Develop a strong working knowledge of 529 plan rules and guidelines b. Stay abreast of changes to applicable laws and rules c. Maintain Series 6 or 7 and 63 or 66 licenses • Core Values a. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. b. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.