Facilities Specialist

🕒 June 15

🇺🇸 United States – Remote

💵 $80k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

Apply Now
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Logo of Wealth Enhancement Group

Wealth Enhancement Group

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Facility project planning; expansion and renovation management • Plan, coordinate and oversee new branch build outs and openings • Plan, coordinate and oversee branch office relocations/expansions/renovations • Project post implementation review on facilities projects • Support and improve branch office space utilization efficiency • Establish processes and communications on facilities activities • Implement brand standards for acquisitions, expansions and renovations • Serve as point of contact for facility access system management • Oversee media storage • Document facility related processes and procedures • Coordinate/assist with other projects identified by Facilities Director • Manage to facilities acquisition and project budgets • Estimate project expenses for initial planning of various size Facilities projects • Collect branch office feedback and create resolution plan recommendations for Senior management review • Serve as the liaison between WEG and building management at each location • Work with vendors to ensure expectations of work is completed to our standards • Establish and maintain relationship with vendors • Act as purchasing agent with vendors

🎯 Requirements

• PMP certification, preferred with 3+ years facilities planning or project management experience • Excellent oral and written communication skills; to communicate effectively and work with internal and external resources • Excellent organization and problem solving skills • Ability to prioritize work flow and projects and use judgment to plan and accomplish goals • Strong attention to detail • Ability to lead and direct the work of others • Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures • Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met • Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures • Expertise with Microsoft Office and other software as required

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

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