25 10, 2021

Client Service Associate

2021-10-25T10:03:01-04:00Comments Off on Client Service Associate

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

25 10, 2021

Business Development Associate

2021-10-25T09:47:21-04:00Comments Off on Business Development Associate

Our client is currently seeking a Business Development Associate to participate in the team’s overall business development as well as the design and updating of tailored reporting for new and existing clients. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Develops and implements strategies to execute the business plan to achieve desired results Supports Financial Advisor’s practice through book analysis and determination of appropriate strategies Develops potential strategies to further enhance client relationships based on issues documented during client visits Engages in strategic planning with other team members on client matters   Qualifications:  5+ years previous work experience [...]

25 10, 2021

Client Service Associate

2021-10-25T09:42:30-04:00Comments Off on Client Service Associate

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

22 10, 2021

Contract Analyst

2021-10-22T10:13:17-04:00Comments Off on Contract Analyst

Our client is currently seeking a Contract Analyst to assist in the review of proposals. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Assist in the preparation of procurement proposals and interact in supplier negotiations. Maintain account pricing and increasing sales of account base. Develop and maintain a spreadsheet for incoming bids. Communicate price adjustments to sales people and vendors. Qualifications: Associate's Degree is required. 3+ years experience in a Contract Analyst position. Proficient in Microsoft Office Suite, specifically Excel. Effective written and verbal communication skills.   If you are qualified for this position, please apply using [...]

21 10, 2021

Bookkeeper

2021-10-21T13:59:40-04:00Comments Off on Bookkeeper

Our client is currently seeking a Bookkeeper who will manage the company's financial reports. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Manage accounts payable & accounts receivable Reconcile monthly bank statements Prepare monthly, quarterly and annual financial statements Assist with payroll Run ad-hoc reports as needed. Qualifications: An Associate's Degree in Accounting and 2+ year of bookkeeping experience is required. Bachelor's Degree is preferred. Proficiency in Microsoft Excel and QuickBooks is required. Must be highly organized with excellent attention to detail. Ability to work independently in a fast-paced environment and adhere to deadlines is required.   [...]

21 10, 2021

Compliance Billing Specialist

2021-10-21T13:49:29-04:00Comments Off on Compliance Billing Specialist

Our client is currently seeking a Compliance Billing Specialist who will be responsible for providing front-line consultative customer service via phone and e-mail to customers. This is a full-time, direct-hire position with excellent benefits. Responsibilities Include: Identify customer goals and challenges, and utilize product and industry knowledge to provide answers and initiate orders. (Training will be provided) Oversee the entire order process (from creation through invoice and follow-up) Maintain up-selling or cross-selling opportunities, and build positive working relationships with customers and strategic partners Manage process inquiries and issues; execute account maintenance and entry of delivery instructions Assist with general billing, [...]

21 10, 2021

Legal Secretary

2021-10-21T13:02:54-04:00Comments Off on Legal Secretary

Our client is currently seeking an extremely diligent and self-motivated Legal Secretary to join their team. The Legal Secretary will assist with the office day-to-day operations involving clerical and administrative work. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Assist with administrative and clerical duties such as: answering phones, faxing and preparing documents, organizing files, tracking billing and appointments, and maintaining calendars. Schedule client meetings, depositions, and trials. Format and electronically file legal documents. Maintain calendars, and process time slips for billing. Draft pleadings, summons, and other documents. Qualifications: 3+ years' of experience working in a law [...]

20 10, 2021

Executive Assistant

2021-10-20T14:43:58-04:00Comments Off on Executive Assistant

Our client is seeking an Executive Assistant provide executive level administrative support. This is a part-time, permanent position. Responsibilities Include: Answer incoming phone calls Utilize CRM for tasks, notes, messages, contact information, reports Facilitate team meetings (log minutes and assign accordingly any tasks stemming from meeting) Manage calendars for Partners, schedule and confirm appointments Qualifications: Associates Degree preferred 3+ years of Admin experience Exceptional Communication skills; both verbal & written Maintain the highest level of confidentiality   If you are qualified for this position, please apply using our secure online form.

12 10, 2021

Recruiter Assistant

2021-10-12T15:37:27-04:00Comments Off on Recruiter Assistant

Our client is currently seeking a  HR/Recruiter Assistant who is responsible for assisting the Talent Acquisition team. This is a full-time, permanent position with excellent benefits. Responsibilities: Review resumes to evaluate applicant qualifications. Arrange and conduct phone screens and eventually interviews with all potential candidates on consistent set of qualifications via telephone, video (SKYPE, FaceTime) and in-person. Acts as main source of communication between candidates and talent acquisition team. Provide thorough, timely feedback of information to all parties as required. Works closely with team to discuss job requirements and qualifications for specific roles designated. Maintain applicant tracking system (ATS) to [...]

11 10, 2021

New Patient Liaison

2021-10-11T09:48:46-04:00Comments Off on New Patient Liaison

Our client is currently seeking a New Patient Liaison to assist with daily administrative duties pertaining to patients. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Field incoming calls and direct to appropriate personnel. Schedule new and existing patient appointments using and office scheduling template and respond to cancel or reschedule requests in a timely manner. Obtain all necessary patient and insurance information for new patients and patient referrals and set them up in the system. Collect co-pays and other out of pocket expenses at the time of visit. Assist in the scheduling of outpatient appointments and obtain [...]

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