Brad Johnson: Yeah, I mean, for an attorney what better thing to have a free
employee that re-titles all of your clients assets to fund your
trusts and you don't have to do anything
other than find the right financial advisor that's willing to do the work.
A relationship of
trust has been found to be particularly critical in the banking industry where
employees are held to a higher standard of
trust than employees in
other commercial or industrial undertakings.
ERISA - covered group health plans usually do not have a corporate presence, in
other words, they may not have their own
employees and sometimes do not have their own assets (i.e., they may be fully insured or the benefits may be funded through the general assets of the plan sponsor, rather
than through a
trust).
Office Manager — Duties & Responsibilities Manage office operations for a variety of businesses and not for profit institutions Serve as
trusted advisor to senior leadership and member of various advisory committees Train and supervise large staffs ensuring they understand the brand and adhere to corporate protocols Build and strengthen professional relationships with clients, partners, vendors, and senior leadership Set and strictly enforce departmental budgets and project timelines ensuring efficient operations Create and oversee various fundraisers including all logistics, staffing, and marketing Design and implement
employee development curriculum enhancing team morale and skill sets Perform human resource functions including recruitment, discipline, termination, and benefit administration Represent the company at public speaking engagements building community respect and goodwill Responsible for material procurement valued in excess of $ 10 million and an additional $ 20 million in inventory Reduce yearly operational costs by more
than $ 1 million through effective management techniques Negotiate and administer contracts with vendors and partners ensuring favorable and profitable conditions Oversee all corporate hardware and software purchases, database management, and
other IT functions Assist with marketing, sales, and customer service initiatives resulting in significant revenue gains Maintained accurate and secure client records, sales reports, and
other pertinent data Represent company brand with poise, integrity, and positivity