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Employment Oppurtunities

Kennedy Financial Services, Inc.

Eastland, TX

Job details – Multiple positions in Financial Management Industry

Pay - Negotiable salary based on experience and skill set

Job Type - Full-time

Schedule - Monday to Friday 8am-5pm

Benefits - Competitive Benefits package including Child Care and Professional Development

Overview - Are you looking for a place to excel and shine?  We are looking for you…If you have a great attitude and the desire to make a difference in other lives through a servant heart, we are just the place.  We are expanding our faith-based company in Eastland, TX and are looking for individuals who are like-minded and share our Core Values:

  • We believe in God to lead our company through faith, values, and traditions
  • We believe in serving others with un-wavering tenacity
  • We believe we never underestimate what it takes to make someone’s life better
  • We believe the Golden Rule is Key to survival
  • We believe not everything in life should be for sale, most especially Integrity
  • We believe the best things in life have nothing to do with money

Our mission is to help families ‘Live Life on Purpose’ and focus on what is most important to them –            their families and successes

We are a Life Planning Firm that helps clients review their personal and business financial circumstances across a broad spectrum of Life Planning Issues such as Family Support, Charitable Gifting, Business Succession Planning, Legacy Planning, Insurance, Liabilities, Tax Planning, and Investments. Our clients are located all across the United States and are made up of various industries and complexities.

We are seeking individuals who are looking to start a career, to begin a new career, to expand your knowledge, are experienced in all or some Financial Planning suite of services or are looking for your purpose in life…WE MAY HAVE A SPOT FOR YOU!  Those with experience in the Investment Management, Risk Management, Planning, Client Services, Financial or Banking Industry would be a plus.  Relevant professional designations are highly welcome.

JOB OVERVIEW:

Below is the scope of various roles/responsibilities we are adding within the firm:

  • CUSTOMER SERVICE:
    • Provide superior service to our clients, vendors and internal partners
    • Never give up on finding the solution
    • Be knowledgeable, supportive, available, humble and willing to do what it takes to service our clients
    • Compile, complete and submit necessary paperwork for client onboarding
    • Ensure client information is accurate and complete in all internal and external databases
    • Assist prospective, new, or existing clients with document completion and account maintenance
    • Meet or exceed deadlines
  • PLANNING:
    • Conduct data research, compile analysis, perform planning calculations and make recommendations for retirement, financial and other relevant planning issues based on specific client outcomes (needs?)
    • Upon approval of recommendations, build Retirement and Financial Plan presentations that meet compliance requirements
    • Coordinate, conduct and deliver client Retirement or Financial Plan presentations
    • Continually research, learn and stay up-to-date on industry data, trends and laws by attending conferences, seminars, webinars, and listen to industry specific podcasts
  • INVESTMENT MANAGEMENT:
    • Conduct data research, compile analysis, perform investment calculations and make recommendations based on specific client outcomes (needs?)
    • Upon approval of calculations, build Investment Management presentations that meet compliance requirements
    • Coordinate, conduct and deliver client Investment presentations
    • Develop, implement and manage allocations for client portfolios
    • Collaborate with Advisors on any changes or actions needed to plans as identified and execute upon a decision
    • Continually research, learn and stay up-to-date on industry data, trends and laws by attending conferences, seminars, webinars, and listen to industry specific podcasts
  • INSURANCE:
    • Compile, complete and submit paperwork for thorough onboarding
    • Review, audit, collaborate and make recommendations with Planners and Advisors on existing policies to maximize client outcomes
    • Execute changes as identified upon approval
    • Create client and advisor presentations that meet compliance requirements and present as needed
    • Continually research, learn and stay up-to-date on industry data, trends and laws by attending conferences, seminars, webinars, and listen to industry specific podcasts
  • ALL POSITIONS REQUIRE:
    • Proficiency in technology including, but not limited to the Microsoft Office Suite including Outlook, Word, Excel, Power Point and Financial Planning Software
    • Excellent communication skills and a flexible, helpful, can-do attitude
    • Great attention to detail, and the ability to consistently produce error-free work
    • Exceptional time management and organizational skills, with the ability to anticipate needs with initiative and enthusiasm
    • A Servant Heart

Please submit Resume to LIfeplanning@kennedy-financial.com

Visit us online: www.kennedy-financial.com

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The Eastland Chamber of Commerce is currently looking for a Part Time Administrative Assistant with the potential to become Full Time. This position will report directly to the Executive Director and assist with day-to-day operations of the Chamber. The mission of the Eastland Chamber of Commerce is to perform services for existing businesses and enhance the quality of life by promoting and representing the agricultural, civic, commercial, and industrial interests of Eastland County. The ideal candidate should be highly motivated, personable, articulate with excellent communication, computer and writing skills. The idea candidate should be comfortable in large and small group settings. It is especially important to have the ability to relate to and understand the needs of the members and prospective members. Pay based upon experience.

Duties and Responsibilities

  • Welcomes visitors to the Chamber and answers all inquiries knowledgeably and refer people to the members first.
  • Answer telephones and give information to callers, and take messages.
  • Creates newsletters and welcome packets.
  • Maintain scheduling and event calendars.
  • Help with planning events – assist vendor questions, provide information over the phone, serve on the events committee, etc.
  • Assist in managing LED sign/Facebook page/Website
  • Keep flyers and promotion materials organized for tourist/locals.
  • Perform other duties directed by the Executive Director.

Experience Requirements:

  • Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat, and Social Media web platforms.
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with attention to detail
  • Highly resourceful team-player with the ability to also be effective independently
  • Ability to handle confidential information with discretion

Working Conditions/Physical Demands:

  • Able to work in a fast-paced office environment depending upon assignment.
  • Requires reliable transportation to attend off-site meetings and events.
  • Requires ability to understand verbal communication and to respond effectively.
  • Light lifting loading/uploading during events.
  • Able to be on feet for long periods of time during events.

Please apply in person at Eastland Chamber of Commerce - 209 W. Main Street, Eastland, TX 76448

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Perkins Insurance is looking for someone to fill the position of Assistant Account Manager in the Eastland KRP Insurance Agency office.  The ideal candidate would be someone who has 3-5 years of consistent office administration experience and works well with Microsoft Office products.  They would need to be a good multi-tasker, outgoing, relational, and friendly with coworkers and clients, a self-starter, and willing to learn and grow in their careers.

Submit a resume to jobs@perkins-ins.com.  Our phone number is 325-673-9300 and they can ask to speak to Linda Lindberg.

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McDonald's Now hiring for all shifts:  $9/hour starting wage and benefits including - health insurance, tuition assistance, and GED/Diploma assistance through "Archways to Success". Apply at McDonald's 1490 E. Main St., Eastland, TX  76448 or text #TX972" to 38000.

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Quality Inn in Eastland (previously known as Days Inn) is looking for housekeeping, maintenance, and front desk clerk. Apply in person and no phone call. NOW under new management.

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