<p>We are looking for a compassionate and dedicated helpline counselor to join our team in Miami, Florida. This is a long-term contract position where you will play an integral role in assisting individuals during challenging times. If you have a strong desire to help others and possess excellent communication skills, we encourage you to apply. For the first 90 days, the schedule will be Monday–Friday, 10 a.m.–6 p.m. After that, you will transition to an overnight shift.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to incoming calls and provide support to individuals in need.</p><p>• Communicate effectively in Spanish to ensure clear and empathetic assistance.</p><p>• Accurately document and input call details into the system.</p><p>• Utilize crisis intervention techniques to assist callers during high-pressure situations.</p><p>• Maintain a calm and detail-oriented demeanor when handling sensitive situations.</p><p>• Participate in training sessions focused on suicide prevention and crisis management.</p><p>• Collaborate with team members to enhance the quality of service provided.</p><p>• Adhere to company policies and procedures while ensuring confidentiality.</p><p>• Offer translation services for Spanish-speaking callers when required.</p><p>• Actively contribute to creating a supportive and positive environment for callers and colleagues.</p>
<p>We are looking for a Customer Service Representative to join our team in Delray Beach, Florida. In this position, you will play a key role in supporting processes by effectively communicating with customers. </p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer support by addressing inquiries and resolving issues with professionalism and courtesy.</p><p>• Manage and organize documents, including electronic files and physical shipments, to maintain accurate records.</p><p>• Schedule follow-ups for customer accounts and initiate appropriate actions to achieve timely resolutions.</p><p>• Adhere to company processes and procedures while meeting time-sensitive commitments.</p><p>• Prioritize tasks effectively to handle multiple responsibilities in a fast-paced setting.</p><p>• Maintain a polite and respectful demeanor, ensuring customer satisfaction and positive interactions.</p><p>• Analyze and interpret business communications to provide informed responses to customer queries.</p><p>• Collaborate with team members to meet organizational goals and improve service delivery.</p>
<p>We are looking for a Client Services Representative to join our team in Palm Beach Gardens, Florida. In this role, you will play a pivotal part in building strong relationships with clients while managing account administration and ensuring efficient operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain relationships with clients and team members, ensuring effective collaboration and positive outcomes.</p><p>• Serve as a knowledgeable resource in client account administration, introducing innovative processes to enhance experiences.</p><p>• Open new accounts and coordinate account transfers from various custodians.</p><p>• Process and monitor account contributions and distributions with accuracy and attention to detail.</p><p>• Master the organization’s tools, systems, and capabilities to optimize client services.</p><p>• Maintain organized records of client interactions and account information.</p><p>• Identify potential challenges, opportunities, or improvements during client interactions.</p><p>• Act as a key liaison between clients, custodians, and internal team members to ensure seamless communication.</p><p>• Manage office supplies, vendor relationships, and coordinate logistics for client events.</p><p>• Assist with special projects and perform additional tasks to support team success.</p>
<p>We are seeking an organized and personable Receptionist to be the welcoming face and voice of our company. As the first point of contact for clients, guests, and employees, the Receptionist plays a pivotal role in creating a positive and professional impression. This position requires excellent communication skills, strong organizational abilities, and a commitment to delivering outstanding customer service.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><p><strong>Front Desk Management</strong>:</p><ul><li>Greet and welcome clients, visitors, and employees with a warm and professional demeanor.</li><li>Manage incoming and outgoing calls, direct inquiries to the appropriate department, and take messages as needed.</li><li>Ensure the front desk area is tidy, organized, and equipped with necessary materials (brochures, business cards, etc.).</li></ul><p><strong>Visitor Coordination</strong>:</p><ul><li>Maintain a visitor log and coordinate visitor access, including issuing visitor badges as needed.</li><li>Provide directions, assistance, and information to guests visiting the office.</li></ul><p><strong>Administrative Support</strong>:</p><ul><li>Assist with scheduling appointments, meetings, and conference room reservations.</li><li>Perform basic administrative tasks, including data entry, scanning, copying, and filing documents.</li><li>Distribute incoming mail and coordinate outgoing mail and courier services.</li></ul><p><strong>Communication Management</strong>:</p><ul><li>Serve as the first point of contact for general inquiries via phone or email, ensuring efficient communication and resolution.</li><li>Relay important messages to employees in a timely and accurate manner.</li></ul><p><strong>Office Coordination</strong>:</p><ul><li>Assist with inventory management and ordering of office supplies.</li><li>Support the organization of office events or meetings as needed.</li><li>Act as a liaison between office management and guests or clients.</li></ul><p><br></p>
<p>We are seeking an organized and personable Receptionist to be the welcoming face and voice of our company. As the first point of contact for clients, guests, and employees, the Receptionist plays a pivotal role in creating a positive and professional impression. This position requires excellent communication skills, strong organizational abilities, and a commitment to delivering outstanding customer service.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><p><strong>Front Desk Management</strong>:</p><ul><li>Greet and welcome clients, visitors, and employees with a warm and professional demeanor.</li><li>Manage incoming and outgoing calls, direct inquiries to the appropriate department, and take messages as needed.</li><li>Ensure the front desk area is tidy, organized, and equipped with necessary materials (brochures, business cards, etc.).</li></ul><p><strong>Visitor Coordination</strong>:</p><ul><li>Maintain a visitor log and coordinate visitor access, including issuing visitor badges as needed.</li><li>Provide directions, assistance, and information to guests visiting the office.</li></ul><p><strong>Administrative Support</strong>:</p><ul><li>Assist with scheduling appointments, meetings, and conference room reservations.</li><li>Perform basic administrative tasks, including data entry, scanning, copying, and filing documents.</li><li>Distribute incoming mail and coordinate outgoing mail and courier services.</li></ul><p><strong>Communication Management</strong>:</p><ul><li>Serve as the first point of contact for general inquiries via phone or email, ensuring efficient communication and resolution.</li><li>Relay important messages to employees in a timely and accurate manner.</li></ul><p><strong>Office Coordination</strong>:</p><ul><li>Assist with inventory management and ordering of office supplies.</li><li>Support the organization of office events or meetings as needed.</li><li>Act as a liaison between office management and guests or clients.</li></ul><p><br></p>
<p>We are seeking a detail-oriented and results-driven <strong>Credit/Collections Specialist</strong> to join our organization. This role is integral to maintaining the financial health of the company by managing accounts receivable, ensuring prompt payment, and establishing customer creditworthiness. The successful candidate will have a combination of strong analytical skills, excellent communication abilities, and a proactive approach to debt recovery.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Monitor and manage accounts receivable balances to ensure timely collection of outstanding invoices.</li><li>Review, evaluate, and establish customer credit terms and limits based on data analysis and financial history.</li><li>Communicate directly with customers via phone, email, or correspondence to resolve payment discrepancies and collect overdue payments.</li><li>Identify and escalate problematic accounts or high-risk customers to management.</li><li>Generate and analyze aging reports to track receivables and identify trends or issues.</li><li>Collaborate effectively with internal teams such as sales, billing, and customer service to resolve disputes and improve payment processes.</li><li>Maintain accurate and organized records of customer interactions, payment arrangements, and account statuses.</li><li>Ensure compliance with company policies, credit guidelines, and applicable regulations.</li><li>Recommend and assist in implementing process improvements to increase efficiency in credit and collection operations.</li></ul><p>If you are interested please call 786.801.5830 or email: [email protected]</p>
<p><strong>About the Firm</strong></p><p>We are a privately held wealth management, accounting, and family office services firm. Founded in 2005 as a virtual-first organization, we now serve clients across 35 states with specialties in advisory, risk management, tax, and CPA services. Our Boca Raton office serves as a client-facing hub, supporting our mission to deliver tailored financial strategies and family office solutions.</p><p><strong>The Opportunity</strong></p><p>We are seeking a <strong>Full-Time Executive Assistant</strong> to support two senior partners and provide seamless operational, administrative, and compliance support across our advisory and family office practices. This is a <strong>replacement role</strong> for a long-tenured assistant who is pursuing her PhD after 5 years with the firm. The ideal candidate will be proactive, detail-oriented, and highly adaptable, with the ability to manage complex scheduling, compliance deadlines, and occasional personal support.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide executive-level support to senior advisory partners, including calendar management, travel coordination, and meeting preparation.</li><li>Coordinate and support <strong>6–8 business trips annually</strong>, including conferences, networking events, and trips to California (1–3 days each).</li><li>Manage office workflows, compliance processes, and client deliverables with accuracy and timeliness.</li><li>Prepare, edit, and maintain professional correspondence, presentations, and reports.</li><li>Assist with compliance requirements across multiple states on an annual basis.</li><li>Maintain discretion while occasionally handling personal tasks (e.g., errands, scheduling services).</li><li>Collaborate with internal teams to support firm initiatives, including new service package launches.</li><li>Ensure accurate tracking and reporting in Excel and MS Office Suite.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>4–8 years of professional experience</strong> post-college, ideally supporting executives in finance, legal, accounting, or related industries.</li><li>Bachelor’s degree in business, finance, or related field preferred.</li><li>Strong proficiency in <strong>MS Office Suite (Excel, Word, Outlook, PowerPoint)</strong>.</li><li>Highly detail-oriented with strong organizational skills and the ability to manage multiple priorities.</li><li>Exceptional communication and interpersonal skills; professional presence as a representative of the firm.</li><li>Flexibility to support partners working across time zones, including occasional evening availability.</li><li>Ability to travel occasionally (approx. 6–8 trips/year).</li></ul><p><strong>Cultural Fit</strong></p><p>We are looking for someone who embodies professionalism, energy, and intellectual curiosity—someone who can quickly pick up new concepts, ask clarifying questions, and thrive in a fast-paced advisory environment. A successful candidate will be:</p><ul><li>Detail-oriented and organized</li><li>Professional yet approachable</li><li>A strong communicator and problem-solver</li><li>Comfortable with evolving priorities and deadlines</li></ul><p><br></p><p><br></p>
We are looking for a dedicated Collections Specialist to join our team in Deerfield Beach, Florida. This contract position offers an opportunity to contribute to the efficiency of our collections processes while ensuring timely follow-ups and accurate record-keeping. If you excel in managing accounts receivable and have a keen eye for detail, we encourage you to apply.<br><br>Responsibilities:<br>• Conduct thorough and timely collection activities for both consumer and commercial accounts.<br>• Follow up on outstanding payments and escalate unresolved issues to the appropriate manager when necessary.<br>• Manage light accounts receivable tasks, ensuring accuracy in billing and payment tracking.<br>• Utilize software tools such as Excel and Vista Viewpoint to maintain organized records and streamline collection processes.<br>• Communicate effectively with clients to resolve billing discrepancies and negotiate payment terms.<br>• Monitor aging reports and prioritize collection efforts based on deadlines and account status.<br>• Collaborate with internal teams to align collection strategies with organizational goals.<br>• Ensure compliance with company policies and legal regulations during collection activities.<br>• Generate regular reports to provide insights on collection performance and account statuses.
<p>We are looking for a dynamic and results-driven <strong>Account Sales Representative</strong> to join our team. In this role, you will be responsible for promoting a diverse range of plastic sheet products, developing sales strategies, and driving revenue growth with both new and existing clients. If you are confident, persuasive, and eager to succeed in a competitive sales environment, we want to hear from you!</p><p><br></p><p><br></p><p><strong>Key Responsibilities: </strong></p><ul><li>Present and promote a broad portfolio of plastic sheet products, including Acrylic, Polycarbonate, Foam PVC, Marine Board, and Bullet-Resistant Acrylic.</li><li>Identify and pursue new business opportunities while maintaining strong relationships with existing clients.</li><li>Develop and execute sales strategies to expand market share and increase revenue.</li><li>Research market trends, competitors, and industry dynamics to identify growth opportunities.</li><li>Provide product knowledge and training to customers, ensuring they understand the benefits of our solutions.</li><li>Gather customer feedback and market insights to support new product development.</li><li>Utilize CRM tools to track sales activities, maintain a pipeline of opportunities, and forecast revenue.</li><li>Travel regularly to meet with clients, build relationships, and close sales.</li></ul>
<p>We are seeking a results-driven B2B Collections Specialist to manage accounts receivable and ensure timely payment from business clients. The ideal candidate will have strong communication skills, persistence, and experience handling high-volume collections while maintaining positive client relationships.</p><p><br></p><ul><li>Manage collections for B2B accounts and follow up on outstanding invoices</li><li>Contact clients via phone and email to resolve past-due balances</li><li>Negotiate payment plans and settlements when necessary</li><li>Research and resolve payment discrepancies</li><li>Monitor accounts to identify delinquent accounts early</li><li>Prepare aging reports and provide updates to management</li><li>Escalate unresolved accounts to management or legal as needed</li><li>Maintain accurate and up-to-date customer payment records</li></ul><p><br></p>
We are looking for a reliable and detail-oriented General Office Clerk to join our team on a long-term contract basis. This position is ideal for someone who excels in document scanning, data entry, and providing administrative support while maintaining high levels of accuracy and confidentiality. Located in Surfside, Florida, this role contributes to the efficient functioning of a local government office.<br><br>Responsibilities:<br>• Operate high-capacity scanners to digitize large quantities of documents.<br>• Prepare documents for scanning by sorting, organizing, and ensuring proper formatting.<br>• Perform quality assurance checks on scanned files to ensure accuracy and completeness.<br>• Enter and update data into organizational systems with precision.<br>• Manage physical and electronic filing systems to ensure easy accessibility.<br>• Provide general office support, including organizing supplies and maintaining office order.<br>• Assist with scheduling, correspondence, and administrative tasks as directed by the office manager.<br>• Ensure confidentiality and secure handling of sensitive information.<br>• Collaborate with team members to streamline workflow and improve efficiency.
