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So far cmcconsulting has created 56 blog entries.

Business Development Manager

2021-03-11T19:29:14+00:00 March 11th, 2021|

Business Development Manager for Senior Health Care Community Northwest Suburbs of Chicago Job Description   A leading Senior Care company is searching for a Business Development Manager to manage Chicago's North West suburbs including Elk Grove Village, Roselle, Bensenville, Barrington. This role is a unique blend of customer relations, soft sales, community outreach and marketing. The ideal candidate is flexible, upbeat, outgoing, articulate, proactive, and enjoys a broad range of responsibilities. Job Objective Create and implement growth strategies that benefit clients in our target markets Primary Responsibilities Design and develop creative approaches that build productive relationships with referral sources Manage marketing programs. Establish business partnerships Target accounts include hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, hospice, funeral homes, etc. Lead development of new service lines using transformative technology to enable care Forecast and track sales productivity Qualifications College degree or equivalent work experience 3 years sales or business development experience building referral relationships Knowledge of SalesForce or similar prospect management platform Able to manage email outreach campaigns Provide specific examples of professional development and personal learning Must possess a valid driver’s license Knowledge of home care or home health industries is preferred but not [...]

Associate Client Services

2021-03-11T19:20:48+00:00 March 11th, 2021|

Chicago, IL Are you a people person with an interest in wealth management and want long-lasting client relationships that can last generations? OVERVIEW OF THE COMPANY Our client is a single family mid-sized office located in downtown Chicago. The office provides integrated wealth management and trust services for three-generation families.  The office is service oriented, highly professional and takes pride in being an innovator within the family office industry. THE POSITION           Associate Client Services will work collaboratively with the dynamic Client Services team with these key responsibilities: Coordinate with various banks, investment managers and professional advisors Confirm delivery instructions for third party foreign and domestic wires and charitable gift transfers Process money movement transactions for clients and related entities Gather data to update cash flow modeling Assist with the tax compliance process Update quarterly electronic tax payment spreadsheets for federal and state tax Research, compile and analyze date to create reports on unique projects Request and maintain client insurance summaries THE INDIVIDUAL The ideal candidate will be detail oriented, flexible and comfortable working in a team environment.  Providing excellent client service must come naturally to this person. Our client’s takes great pride about having spirited team members who have [...]

Staff Accountant

2021-02-25T18:43:55+00:00 February 25th, 2021|

PRESTIGIOUS HIGH NET WORTH FAMILY OFFICE... Chicago, IL This office provides a wide variety of services for the family members including financial planning, accounting, tax planning, investment oversight and a multitude of special projects. The office is dynamic with numerous complex structures and many ongoing initiatives that will make this position interesting and challenging.  The right individual will thrive in this complex, fast-paced environment. The office is service-oriented, highly professional and takes pride in being a leader within the family office industry.   THE POSITION  The Staff Accountant provides a unique opportunity to learn about a niche industry and to gain skills in an area that will enhance personal and professional growth. Responsibilities are in the areas of accounting, AP and audit and include but aren’t limited to: Using QuickBooks, maintain the general ledger for the family office entityProcessing monthly journal entriesMonitor cash activity and research discrepancies dailyPrepare quarterly financial statements and assist with providing explanation for variances in actual expenses and budgetAssist in the preparation of annual budgetMaintain fixed asset and depreciation recordsEnsure all invoices have the necessary authorization and supporting documentationUpload vendor invoices to Document Management System in SharePoint.Perform all quarterly and year-end functions including preparation of W-2s and Federal and [...]

How To Be Personable During A Virtual Job Interview

2021-02-25T18:00:22+00:00 February 25th, 2021|

Welcome to CMC’s Corner! CMC would like to share a “Social Grace” from Hannah Herrera Greenspan, Chicago Tribune, to help put your best self forward by being personable for an interview… “Q: How can you come across as personable during a job interview on the phone during the pandemic? A: Simple — stay upbeat and positive. Likewise, be empathetic and take a genuine interest in others: Ask how your interviewers are doing, let them know that you hope they are staying safe and busy, and inquire as to what’s new and happening at their firm. Times are challenging for everyone, but it’s important to remember: While change and disruption can be scary for many, they can also prove powerful catalysts for growth and innovation. Noting this, it pays to be an optimist, and relentlessly practical here — after all, interviewers are always on the lookout for clever problem-solvers and go-getters who can find ways to turn lemons into lemonade. A can-do attitude and honest concern for others will take you far here, as will finding common topics of interest or shared experiences to build kinship. For example, millions of us have been on an “extended vacation” working from home since last March, [...]

Hopes for 2021

2021-01-26T19:24:42+00:00 January 26th, 2021|

“Passion is the log that keeps the fire of purpose blazing.”~ Oprah Winfrey CMC is more passionate than ever! Here are the top goals… Expand our recruitment strategy in not only the city of Chicago, but nationwide…Exceed our 95% repeat and referral rate...Demonstrate how CMC Consultants can take the digital strategy to a new level with our tender, love, and care...Showcase what CMC is all about by showing YOU our recruiting insights of 30+ years experience through multiple different platforms...CMC continues to keep our clients more than satisfied as exemplified… “CMC have helped us place many people, in quite a range of positions.  We’ve had a lot of successes, with many of those people advancing in the company.” ~ Vice President of Finance for a specialty chemicals division   “It has made a tremendous difference.  Rather than redesign a job to fit the person because of CMC  we were better able to find a person to fit the job.” ~ President of a ground transportation company based in Chicago “CMC have saved us a tremendous amount of time.” ~ Office Manager for a law firm with offices in Chicago and Florida Interested in working with CMC Consultants Inc. for staffing & recruiting? Feel free to reach out [...]

Accounting Associate

2021-03-11T19:18:05+00:00 December 3rd, 2020|

FABULOUS ACCOUNTING ASSOCIATE  POSITION AT A CHICAGO FAMILY OFFICE Chicago, IL Well established Chicago single family office seeks Accounting Associate to join their team. They manage and administer Investment portfolios, provide Accounting, Tax, Financial Planning and Estate planning services for the family members. Individual should have accounting experience as well as strong attention to detail to assist the team with recording and reporting data, and administrative support. Great opportunity to work on multiple diverse projects! PRIMARY RESPONSIBILITIES: Accounting and reporting with SEI Archway ATWeb and QuickBooks Pro for individuals, trusts, investment partnerships and foundations. Maintain Excel spreadsheets and SEI Archway ATWeb reports that track the family's wealth, cash flow, and investment performance. Reconcile monthly brokerage and money market statements. Organize tax data for submission to outside accounting firm and track tax basis. Assist with estate planning documents including annual Crummey letters. Administrative tasks including deposit checks, send wire transfers, enter securities trades, make tax payments, maintain files, and handle mail. Interact with family members and financial advisors, including bankers, investment staff, consultants, attorneys, and accountants. SKILLS and TRAITS: Accounting experience, especially for data entry to record and track investments. Proficient computer skills required, including Microsoft Excel and QuickBooks. SEI Archway ATWeb experience [...]

Full of Gratitude

2020-12-01T19:38:43+00:00 November 23rd, 2020|

CMC is Full of Gratitude... We would like to share our gratitude in the month of November. There’s a lot to be thankful for at CMC. We have truly missed our “High Touch Recruiting” at our headquarters. CMC is striving hard to make personal happen in 2020. We had the pleasure to brainstorm and collaborate with our new intern Zoe in person. We were able to get great work done with our clients, update our fabulous digs, and share our love of coffee! Fun fact: a good cup of Joe is actually healthy! Coffee increases energy levels which result in improving brain function!!Overall, it was a great day being together. CMC has grown together more than ever in 2020. Teamwork definitely makes the dreamwork. We are still hustling and bustling to find the finest talent for our clients. So far in November, CMC has filled THREE positions with fantastic candidates. Our team is so thankful to have the opportunity of doing what we love and work with great clients. Today we are grateful because of you and would like to thank you. Wishing you a wonderful and safe Thanksgiving! With gratitude, The CMC Family

Client Service Adviser

2020-09-10T19:59:47+00:00 September 10th, 2020|

GREAT OPPORTUNITY AT CHICAGO FAMILY OFFICE Chicago, IL The Company Our client is a 13 year old single family office located in Downtown Chicago. The office serves many generations in one of Chicago’s founding families via wealth management and trust services. The perfect fit will thrive in this complex, fast-paced environment and enjoy the office’s innovation within the family office industry. About The Position The ideal candidate will collaborate with 3 Vice Presidents of the Client Services department to provide professional services to the family. These services include financial planning activities, insurance planning, and cash flow analysis. Some collaboration with third party providers such as banks, accountants, and attorneys, is required. No 2 days will be same as the Client Service Adviser, and will be a great opportunity to work with a great collaborative team to reimagine the family office industry. The position is currently remote, but will change in the future. What Is Required? At least 3 years of relevant experience Bachelor’s degree- preferably in a business discipline JD, CPA, or CFP certification is a plus Strong analytical and organizational skills Excellent communication and written skills Eagerness to work in a team setting Additional Perks Our client is [...]

Wealth Manager

2020-09-08T20:51:14+00:00 September 8th, 2020|

GREAT OPPORTUNITY IN WEALTH MANAGEMENT Deerfield, IL Our client is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. This firm is known for forming long‐lasting relationships with their wonderful clients including business owners, physicians, working professionals, and multiple generations of the same family. They are seeking a highly motivated, relationship driven and detail‐oriented person with public accounting experience and a passion for wealth management to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives. Duties and Responsibilities  Provide financial planning advice to high net worth individuals Conduct client portfolio and financial planning reviews Form meaningful, long‐lasting client relationships Manage client investments Participate in and/or lead firm‐wide projects Requirements Bachelor’s degree from an accredited college or university CPA with experience in public accounting required CFP® or PFS certification preferred Minimum of 5 to 7 years in the financial services industry High level of organization, accuracy, and attention to detail Exceptional oral and written communication skills Interested and qualified candidates please send resume to jennie@cmcconsult.com Apply on LinkedIn

Program Assistant

2020-09-08T19:39:37+00:00 September 1st, 2020|

GREAT NEW OPPORTUNITY TO MAKE A DIFFERENCE  We are a leading Chicago foundation supporting a vison that offers education, prosperity, and hope for all.  Programs include Arts Learning, Education, Employment & Health. Our organization seeks a highly organized, flexible team player to join us as a Program Assistant. The ideal candidate has meticulous attention to detail.  Capitalize on your superior time management skills & ability to anticipate needs as you administer all policies and procedures involving grants, as well as grant related database systems and provide program assistance to program staff and general office support. Apply on LinkedIn

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