Warehouse Specialist jobs

This job is responsible for developing and supporting enterprise-wide information security policies, procedures, and standards. Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities.

The Legal Operations Specialist will play a vital role in supporting the legal team by handling various operational tasks, facilitating vendor relationships, and supporting workflow and knowledge sharing. This position requires a meticulous individual with strong organizational and communication skills, a proactive approach, and a passion for continuous improvement.

Key Responsibilities:

• Act as a liaison for existing legal vendors, facilitate vendor relationships by running the RFP process, onboarding new vendors, and interpreting and negotiating basic contract terms.
• Serve as back up and general support for law firm management program which includes, onboarding new law firms, using Persuit for bids, reviewing invoices, and remediating billing issues.
• Analyze billing practices, scrutinize invoices, and support quarter and year-end reporting.
• Use advanced data functions (e.g., pivots, vlookups, formulas) and AI tools to build reports, dashboards, and perform data analysis.
• Lead all aspects of onboarding new legal team members, including tech requests, location set up, calendaring, org chart updates, and DL management.
• Develop and implement standardized processes and procedures for routine legal tasks, finding opportunities for workflow automation.
• Develop and manage department intranet site pages, SharePoint sites, and Google workspaces, seeking to develop improved ways to capture and share information related to the department.
• Manage ad hoc projects as assigned, ensuring timely completion and high-quality results.

Qualifications:

• 4+ years experience in legal operations, with preference for in-house experience.
• Solid understanding of legal services, law firm operations, and the legal industry landscape.
• Familiarity with AI in the legal realm and a champion for same.
• General experience managing procurement processes.
• Proficiency in Google Workspace and SharePoint site management.
• Experience with e-billing systems, most preferably Onit and general supplier contract negotiation.
• Ability to manage multiple workstreams simultaneously and meet deadlines.
• Passion for taking on increasing responsibility and more substantive work over time.

The base pay range for this position is expected in the range below:

What you will accomplish:

• Unpack, review, and sort inventory to verify product condition and authenticity

• Catalog inventory with detailed titles and key attributes that pertain to filters on our platforms

• Store, putaway, and maintain organized storage areas for inventory accuracy and accessibility

• Pack, label, and ship items within 48 hours of payment date according to established processes and carrier requirements

• Collaborate with multiple departments to ensure items are processed safely and efficiently

• Own individual projects while adapting daily to changing tasks and priorities, contributing to all warehouse operations as needed

• Assist with developing and improving standard operating procedures (SOPs) for receiving, stowing, cataloguing and shipping

• Support testing or pilot programs for new tools, systems, or operational workflows in the incubation environment

What you will bring:

• Enthusiasm and willingness to learn warehouse processes and the collectibles industry

• Strong project problem-solving skills

• Ability to meet hard deadlines (Overtime needed depending on auction cycle)

• High School Diploma or GED

Qualification Preferences:

• 1+ year of warehouse experience (shipping, sorting, picking, cataloguing)

• Working knowledge of the collectibles space in (sports, TCG, pop culture, etc.) preferred by not required

• Ability to lift 30-50 lbs consistently

The base pay range for this position is expected in the range below:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

• Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

• Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

• Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

• Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

• Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

• Analyze and understand Merrill and third party research

• Monitor and respond to market and non-financial current events

• Effectively navigate proprietary planning and investment management tools

• Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

• Monitor and analyze book pricing internally for FA team

• Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

• Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

• Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

• Research portfolio recommendations for Investment Committee review

• Prepare materials and coordinate weekly Investment Committee meetings

• Proactively review and manage team proprietary models to align with the Investment Committee decisions

• Manage ML One variances/enrollments/updates/withdrawals/terminations

• Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

• Processing of all trades (discretionary or non-discretionary)

• Create analytical reports for FAs to review client investment portfolio performances against market returns

• Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Role Requirements

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration

• Individuals in this role are required to maintain a Form

• ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

• Obtain and/or maintain at least one firm approved designation

• Possess and demonstrate strong communication skills

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

• Causation Analysis

• Financial Management

• Investment Management

• Trading Strategy

• Trading and Investment Analysis

• Portfolio Analysis

• Portfolio Management

• Price Verification and Valuation

• Trade Monitoring

• Trading

• Client Investments Management

• Client Solutions Advisory

• Financial Analysis

• Financial Forecasting and Modeling

• Wealth Planning

High School Diploma / GED / Secondary School or equivalent