Build Your Career with The Wittern Group
At The Wittern Group, you will be working alongside top talent with exceptional learning opportunities as a part of one of Iowa’s premier companies. As a third generation, family-owned business, we believe our employees are a part of our extended Wittern family and value the diverse backgrounds, talents and perspectives of our employees.
At The Wittern Group, your new career will get the best of both worlds: an entrepreneur’s mindset plus reach and resources. Our collaborative culture and worldwide presence generate a stream of new opportunities to define the future and propel your life’s work. Bring your unique perspective. Bring curiosity. Bring ingenuity, and drive. We will give you a platform to be daring on a global scale.
From empowering mentorships to customized coaching, The Wittern Group provides you with support to help you develop your career. You will work with people from diverse backgrounds to solve important problems. Are you ready to grow?
Seeing people grow is one of the most rewarding things. I enjoy seeing our team members taking on more responsibility, setting their own goals and realizing what is important to them. This happens at The Wittern Group, every day.
Heidi Chico, CEO
Positions Available at The Wittern Group
Partners with the appropriate specialists to provide an integrated delivery of a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Requires significant relationship management, business development, presentation and sales skills that establish the manager as a trusted, client-focused, financial partner for TWG family members.
Strategic focus areas
- Drafting, reviewing, and presenting detailed analyses of individual family’s estate plan and/or income tax situation consulting by phone, via email, with TWG family members.
- Consulting with TWG’s outside counsel and/or tax advisors to coordinate appropriate solutions.
- Developing and presenting educational coaching and advisement strategies for family members.
What you’ll do day to day
- Partner with and support TWG family members to find creative solutions regarding financial and legal processes
- Have a working knowledge of TWG and manage all family member data in the appropriate systems
- Update family roadmap before and after all TWG meetings; maintain and organize TWG files
- Ensure all TWG family tasks, requests and communications are taken care of on a timely basis and troubleshoot issues as they arise
- Prepare and execute on all custodian paperwork and money movement requests
- Assist advisors in preparing for meetings, take notes in meetings and provide detailed follow up directly to TWG family members as appropriate
- Manage day to day operational business functions including compliance calendar, banking reconciliation, notification and other administrative duties for multi-generational family members
- Attend board and other organizational meetings: Trust board, Outlook Management Board, Family Council, Land Advisory, Family Assembly minutes preparation, delivery and retention.
- Gather information to create or update planning projections
- Assist TWG family members with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
- Coordination of education, funding, investments, insurance coverage and document and communicate recommendations
- Contribute to a professional and energetic working environment
- Ability to analyze and simplify complicated estate and tax planning situations to provide high quality solutions for family members with varying wealth profiles.
- Ability to explain estate and tax planning concepts in a manner that can be easily understood by all internal and external parties.
- Strong analytical skills.
Education and/or Experience
- Working knowledge of trusts preferred
- Minimum Required: Bachelor’s degree in business, finance, or related field or equivalent work related experience
- Desired or Strongly preferred: Certified Public Accountant or Juris Doctor
- Minimum Required: 7+ years of estate planning and or public tax accounting experience
Wittern Group is the nation’s largest vending and controlled dispensing company for the convenience service, IT, MRO, and Healthcare networks all around the world. We are defined by the great people who make up our teams – including technology, sales, business development, marketing, accounting, finance, compliance and more. In this role, you understand the value of building great relationships and consider it a strength of yours. You’re a pro at communicating on and off the page. You know how to prioritize and manage your time effectively, and when it comes to making decisions, you’re efficient and effective. You consider your organizational and analytical skills a key part of your success. You always drive for measurable results.
The Family Office role is a resource for The Wittern Group (TWG) family members, advisory boards, and management services. The Family Office provides coordination of estate and tax planning and consultation. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation.
Consulting services range from conference calls and/or in-person meetings with multi-generational family members, to conducting education and training sessions, and coordinating with outside centers of influence, such as attorneys and tax advisors.
GENERAL PURPOSE JOB DESCRIPTION:
- Complete purchase requests with domestic and international suppliers by inputting purchase orders, expediting deliveries, and verifying all transactions.
- Act as a liaison between suppliers and involved departments to resolve procurement-related problems.
- Authorize payment for purchases by reviewing invoices and related documentation.
- Maintain accuracy of stock code information within the system, including lead-time, pricing, current supplier information, current purchase order data, etc.
- Monitor supplier performance by ensuring that product is delivered as scheduled and meets specifications; maintaining appropriate files and records of meetings with suppliers to ensure company requirements are met and that supplier is aware of their performance.
- Assist internal and external customers by interpreting laws, policies, codes, and regulations pertaining to purchasing; answer inquiries both orally and in writing concerning purchasing operations.
- Contribute to team effort by accomplishing other job-related tasks as needed; enabling other workers to achieve their job objectives
- Maintain professional and technical knowledge by attending workshops and reviewing professional publications.
- Maintain services and office equipment by conferring with suppliers; monitoring and recording service agreements to ensure terms are met.
- Ensure system parameters are maintained by monitoring minimum, maximum, safety, and current inventory levels; making recommendations to management for adjustments to levels.
- Maintain appropriate inventory levels consistent with targeted inventory goals and as set by management.
- Process non-conforming material requests and RMA requests with supply chain partners.
- Handle correspondence concerning over-shipments, delivery shortages, changes in quantity, delivery dates, and prices and report such changes to the interested parties in a timely manner as required.
- Issue requests for quotes/proposals (RFQ/RFP) and select the best source consistent with cost, quality, and delivery requirements. Negotiate and manage long term pricing agreements on critical commodities.
- The Senior Buyer provides parts, equipment, and materials by developing sources of supply and monitoring supplier performance; obtaining required parts, equipment and materials, verifying receipt of items, authorizing payment, and managing and controlling inventory.
Requirements: EDUCATION AND EXPERIENCE:
- Knowledge of MRP processes
- Contract manufacturing experience beneficial.
- Working knowledge of the legal aspects of procurement and contract law.
SKILLS AND ABILITIES:
- Ability to maintain a positive company image and brand.
- Well-developed written and verbal communication, listening and presentation skills.
- Ability to prioritize tasks and meet deadlines
- Strong negotiation skills
- Intermediate to advanced computer skills. Proficient with MS Office Suite and other work-related software.
- Ability to work well under pressure
- A courteous and professional demeanor.
- Efficient organization and time-management skills.
- Ability to perform work accurately and thoroughly.
- Ability to respond consistently with a high degree of initiative to resolve issues or complex problems that may arise.
- Ability to act independently to determine methods and procedures on new assignments.
- Knowledge of import freight movement.
- Work experience in an electronics manufacturing environment beneficial.
- BA or BS in Materials Management, Procurement, Business Administration, Operations Planning or a related field; MBA, CPM or APICS certification desirable. • 5+ years of related procurement experience including purchasing, inventory control, contract negotiation, supply management, supplier relationships, basics of Cost Accounting, and tracking budget expenses.
Please send letter of interest and resume to:
The Wittern Group
Human Resources – MSF
8040 University Blvd. Clive, Iowa 50325
We require a pre-employment physical and drug screen.