We are looking for an experienced Accounts Receivable Specialist to join our team in Fort Lauderdale, Florida. This is a Contract-to-long-term position, offering an excellent opportunity for skill development and potential ongoing placement. The ideal candidate will excel in managing customer accounts, ensuring timely collections, and maintaining accurate financial records.<br><br>Responsibilities:<br>• Manage customer accounts by monitoring and minimizing past-due balances, ensuring timely payments.<br>• Prepare and analyze aging reports to identify overdue accounts and implement effective collection strategies.<br>• Handle cash applications, including payments made via cash, checks, and wire transfers.<br>• Utilize customer payment portals to process transactions efficiently.<br>• Generate and review 90- to 120-day past-due reports, working diligently to reduce outstanding balances.<br>• Collaborate with the Accounts Receivable team to meet collection goals and contribute to overall department success.<br>• Demonstrate clear communication and interpersonal skills when interacting with clients and team members.<br>• Utilize Excel for basic formulas, spreadsheet creation, and data analysis.<br>• Learn and operate accounting software systems as required for daily tasks.<br>• Address customer deductions and resolve discrepancies effectively.
<p>We are looking for a dedicated Client Services Representative to join our team in Miami, Florida. In this role, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.</p><p>• Process money movements, including credit card transfers and account transactions, with precision.</p><p>• Facilitate the setup and management of new client accounts while adhering to compliance standards.</p><p>• Handle password resets and maintain secure access for client accounts.</p><p>• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.</p><p>• Act as a liaison between clients and legal or financial teams, ensuring effective communication.</p><p>• Provide support for estate and trust-related matters, offering tailored solutions.</p><p>• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.</p><p>• Collaborate with internal teams to enhance service delivery and operational efficiency.</p><p>*Ensure compliance and manage W-8 forms processes</p><p>*Expense and Regulatory coordination</p><p>*Oversee and track trade blotter and ensure proper archiving</p><p> </p><p>If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
We are looking for a skilled PC Technician to join our team on a contract basis in Fort Lauderdale, Florida. In this role, you will be responsible for ensuring proper setup, disconnection, and reconnection of hardware and devices in a detail-oriented office environment. This position requires attention to detail and the ability to work efficiently as part of a team.<br><br>Responsibilities:<br>• Perform disconnection and reconnection of computer systems and peripherals for office users.<br>• Ensure all hardware, including associated cables, is properly installed and functioning.<br>• Troubleshoot and resolve basic hardware issues with Dell and Apple devices.<br>• Collaborate with team members to complete tasks within designated timelines.<br>• Adhere to workplace dress code and maintain a detail-oriented demeanor during assignments.<br>• Conduct quality checks to verify proper setup and connectivity of devices.<br>• Follow instructions and guidelines provided by site supervisors.<br>• Handle computer hardware and associated components with care to avoid damage.<br>• Assist in organizing and ensuring proper placement of equipment after relocation.
<p>We are seeking an experienced and highly skilled <strong>Controller</strong> to join our client's organization. The ideal candidate will have a proven track record in financial leadership, strong inventory management expertise (ideally), and advanced understanding of Generally Accepted Accounting Principles (GAAP). This hands-on role is critical in driving the company’s financial accuracy and operational efficiency, reporting directly to financial leadership.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Financial Management & Reporting:</strong> Oversee and manage all accounting operations, including accounts payable, accounts receivable, general ledger, and month-end/year-end close processes.</li><li><strong>Inventory Oversight:</strong> Ensure accurate inventory valuation and management, working closely with operational teams to improve inventory tracking and processes.</li><li><strong>GAAP Compliance:</strong> Prepare, review, and analyze financial statements to ensure compliance with GAAP. Maintain policies and procedures to ensure ongoing adherence to regulatory requirements.</li><li><strong>Budgeting & Forecasting:</strong> Lead the development of annual budgets and financial forecasts, analyzing variances and preparing reports for senior management.</li><li><strong>Internal Controls:</strong> Develop and enforce internal controls to safeguard assets, enhance accuracy, and mitigate risks.</li><li><strong>Team Leadership:</strong> Supervise a small accounting team as a hands-on leader to ensure optimal productivity and collaboration.</li><li><strong>Audit Support:</strong> Act as the point person for audits, providing detailed and accurate documentation to auditors.</li><li><strong>Process Improvements:</strong> Assist in implementing and improving financial and operational systems to scale the business efficiently.</li></ul>
<p><strong>Company Overview:</strong></p><p>We are a privately held family office that manages a diverse portfolio of investments, real estate holdings, and personal assets. The organization operates with a high degree of professionalism, discretion, and attention to detail. Our close-knit team values collaboration, initiative, and the ability to take ownership of responsibilities in a dynamic, multi-faceted environment.</p><p><strong>Position Summary:</strong></p><p>This position offers an opportunity to join the accounting and operations team of a family office in a role that can be tailored to fit the right candidate’s experience and skills. The position may range from an <strong>Accounts Payable Specialist</strong> , to a <strong>Bookkeeper</strong>, or to a more seasoned <strong>Accountant</strong> with family office experience.</p><p>Regardless of level, the ideal candidate is organized, trustworthy, detail-oriented, and eager to learn. This role will support day-to-day accounting functions, including bill payments, recordkeeping, and financial tracking, with the opportunity for growth into more complex accounting and reporting responsibilities over time.</p><p><strong>Key Responsibilities:</strong></p><p><strong>Accounts Payable & Administrative Support</strong></p><ul><li>Open, review, and organize incoming mail, ensuring all invoices and statements are properly logged and tracked.</li><li>Scan and attach invoices and bills into QuickBooks Enterprise.</li><li>Prepare and process ACH transfers and check payments.</li><li>Maintain an accurate record of bills received, paid, and pending approval.</li><li>Respond to questions such as prior-year payment amounts or vendor history.</li><li>Coordinate the signing and return of documents that require approval.</li><li>Ensure timely payments and accurate recordkeeping for all outgoing disbursements.</li></ul><p><strong>Bookkeeping & Accounting Support</strong></p><ul><li>Record transactions accurately in QuickBooks Enterprise and assist with month-end reconciliations.</li><li>Manage and reconcile bank accounts and credit card statements.</li><li>Maintain supporting schedules and documentation for all transactions.</li><li>Assist in preparing financial reports, summaries, and budgets.</li><li>Support senior accountants with general ledger management and process improvements.</li><li>Participate in the ongoing effort to streamline and institutionalize accounting procedures within the office.</li></ul><p><strong>Advanced / Senior-Level Responsibilities (for Accountant-Level Candidates)</strong></p><ul><li>Collaborate closely with senior leadership and external advisors to manage accounting and reporting functions for multiple entities.</li><li>Oversee the preparation of financial statements and cash flow reports.</li><li>Review expense trends and identify potential savings opportunities.</li><li>Handle complex reconciliations, intercompany transactions, and investment-related accounting.</li><li>Communicate professionally with principals to obtain approvals or discuss financial matters.</li><li>Maintain confidentiality and exercise sound judgment in all financial dealings.</li></ul><p><br></p>
<p>We are looking for a dynamic Sr Recruiter to join our team in Miami, Florida. In this role, you will oversee the recruitment and placement of highly-skilled IT professionals while developing strategies to meet client needs. This position offers an exciting opportunity to work in a fast-paced environment and contribute to the success of both candidates and clients.</p><p><br></p><p>Responsibilities:</p><p>• Source, screen, and recruit top IT talent for contract, contract-to-permanent, and long-term roles.</p><p>• Manage the complete recruitment process, including job intake, candidate outreach, interviews, and offer negotiations.</p><p>• Establish and maintain a robust pipeline of candidates across areas such as software development, infrastructure, cybersecurity, and data analytics.</p><p>• Build strong relationships with clients to understand their hiring needs and deliver tailored recruitment solutions.</p><p>• Utilize tools such as LinkedIn Recruiter, job boards, and networking events to attract experienced candidates.</p><p>• Maintain accurate records of candidates and clients while ensuring compliance with internal standards.</p><p>• Collaborate with team members to cross-sell services and maximize the firm’s network.</p><p>• Stay informed about industry trends, compensation benchmarks, and emerging technologies to provide valuable insights.</p><p>• Support onboarding processes and ensure smooth transitions for placed candidates.</p>
<p>A local office in Miami Gardens is seeking a professional and friendly Receptionist to handle front desk operations. This is an excellent <strong>entry-level opportunity</strong> for someone eager to build administrative experience and grow within an organization.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Greet and assist visitors in a professional and welcoming manner</li><li>Answer and direct incoming phone calls</li><li>Handle mail, deliveries, and general office correspondence</li><li>Support basic administrative tasks such as filing, scanning, and data entry</li><li>Maintain a clean and organized reception area</li></ul><p><br></p>
<p>The Grant Billing is responsible for overseeing all aspects of <strong>grant-related billing, compliance, and financial reporting</strong>. This role ensures that all grant expenditures are billed accurately and on time, in accordance with grant agreements, federal regulations, and organizational policies. The manager works closely with multiple departments, fiscal staff, and external funding agencies to maintain documentation, audit readiness, and full compliance.</p><p><br></p><p><strong>Essential Duties and Responsibilities</strong></p><p>Responsibilities include the following (other duties may be assigned):</p><ul><li><strong>Supervise Grant Billing Specialists:</strong></li><li> Lead, train, and oversee a team to ensure accurate and timely invoicing, compliance with grant requirements, and adherence to internal controls.</li><li><strong>Manage Review and Compliance of Grant Invoices:</strong></li><li> Oversee the review and accuracy of all invoices and reimbursement requests submitted to funders, ensuring alignment with contract terms, funding agency requirements, and GAAP standards.</li><li><strong>Monitor Grant Budgets and Expenditures:</strong></li><li> Track expenditures against approved budgets, ensuring all costs are allowable, funds are billed and collected properly, and documentation is complete.</li><li><strong>Maintain Accurate Financial Records:</strong></li><li> Keep detailed, audit-ready documentation of all billing transactions, journal entries, and supporting schedules to ensure SEFA audit readiness.</li><li><strong>Collaborate Across Departments:</strong></li><li> Partner with program directors, fiscal staff, and other departments to align financial reporting with grant performance and compliance requirements.</li><li><strong>Manage Collections Review:</strong></li><li> Oversee accounts receivable related to grant billing and ensure timely collection of funds from all funders, including insurance companies and fee-for-service programs.</li><li><strong>Ensure Grant Compliance:</strong></li><li> Maintain compliance with funder guidelines, organizational policies, and applicable federal, state, and local regulations in accordance with GAAP standards.</li><li><strong>Support Audit and Reporting Requirements:</strong></li><li> Provide necessary documentation and financial data for internal reviews, external audits, and funder monitoring visits.</li></ul><p><br></p>
<p>We are seeking an experienced and detail-oriented Network Administrator to manage and maintain our network infrastructure. The ideal candidate will have extensive experience with TCP/IP, network monitoring, and route switching. The Network Administrator will ensure the stability, integrity, and efficient operation of the network systems that support core organizational functions</p><p> </p><ul><li>Design, configure, and manage network infrastructure, including routers, switches, and firewalls.</li><li>Monitor network performance and troubleshoot issues to ensure optimal operation and minimal downtime.</li><li>Implement and manage TCP/IP network configurations and services.</li><li>Conduct regular network performance tuning and capacity planning.</li><li>Develop and enforce network policies and procedures to ensure security and reliability.</li><li>Monitor network traffic, identify bottlenecks, and optimize network performance.</li><li>Maintain accurate network documentation and inventory records.</li><li>Collaborate with the IT team to support and integrate network solutions.</li><li>Respond to and resolve network-related incidents and service requests.</li><li>Stay updated with the latest industry trends and best practices in network administration</li></ul><p><br></p>
<p>We are looking for a detail-oriented Executive Administrative Assistant to join our team in Delray Beach, Florida. This role supports the C-Suite by managing administrative tasks, maintaining key documents, and assisting with financial processes. The ideal candidate will thrive in a fast-paced environment and possess strong organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support.</p><p>• Reconcile PowerPoints for accuracy.</p><p>• Oversee the maintenance of the database including contracts and insurance policies.</p><p>• Coordinate the preparation and analysis of reports to support budget planning and financial decision-making.</p><p>• Handle purchase orders as required.</p><p>• Maintain accurate and organized records of financial documents and agreements.</p><p>• Ensure regular attendance and adherence to company standards and schedules.</p><p>• Collaborate with internal stakeholders to align on departmental goals.</p>
We are looking for an experienced Accounting Manager to lead and develop a growing team within a dynamic cloud solutions company. This role requires a hands-on leader who can drive operational efficiencies, enhance team performance, and implement structured processes to support organizational growth. If you are passionate about team development and optimizing accounting functions, this position offers the opportunity to make a significant impact.<br><br>Responsibilities:<br>• Supervise and mentor a team of four accounting professionals, fostering growth and collaboration.<br>• Oversee the month-end close process to ensure accuracy and timeliness.<br>• Manage general ledger activities, including account reconciliations and journal entries.<br>• Lead financial statement audits, coordinating with external auditors and ensuring compliance.<br>• Develop and implement streamlined accounting processes to improve operational efficiency.<br>• Provide strategic insights and recommendations to support organizational scaling.<br>• Collaborate with senior leadership to align accounting goals with company objectives.<br>• Drive team development by identifying strengths, addressing gaps, and offering training opportunities.<br>• Establish and maintain robust internal controls and adherence to financial regulations.
<p><strong>Job Summary:</strong></p><p> The DevOps Engineer will streamline development and deployment pipelines, automate processes, and ensure system reliability. You will bridge software development and IT operations to enable faster, more stable releases.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Implement CI/CD pipelines using Jenkins, GitHub Actions, or Azure DevOps.</li><li>Automate infrastructure with Terraform or Ansible.</li><li>Monitor system performance and reliability.</li><li>Collaborate with development teams to optimize release processes.</li><li>Manage containerized environments with Docker and Kubernetes.</li></ul><p><br></p>
<p>Robert Half is actively seeking a dynamic and bilingual English and Spanish Recruiter to join our team. This role requires proficiency in recruitment processes and the use of Paycom, a payroll and HR software solution, to streamline hiring operations. As a vital member of the recruitment team, you will focus on identifying, evaluating, and onboarding top talent, while bridging English and Spanish-speaking candidates and clients. This position represents an exciting opportunity for networking, growth, and contributing to Robert Half’s mission of delivering excellent recruitment and staffing services.</p>
<p>We are looking for an experienced HR Generalist to join our dynamic team in Boca Raton, FL. This role requires a detail-oriented individual who thrives in fast-paced environments, demonstrates independence, and is skilled in supporting a multi-state workforce. If you possess strong expertise in labor laws, employee relations, and HR administration, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive support for employee relations, addressing concerns and ensuring a positive workplace environment.</p><p>• Administer onboarding processes to seamlessly integrate new hires into the organization.</p><p>• Manage and oversee various benefit functions, ensuring employees receive accurate and timely information.</p><p>• Collaborate on compensation reviews, year-end bonus evaluations, and succession planning initiatives.</p><p>• Develop and refine offers and strategies to support employee growth and development.</p><p>• Ensure compliance with multi-state labor laws, adapting policies and practices as needed.</p><p>• Work closely with leadership teams to provide HR support for executives in a multi-state environment.</p><p>• Utilize HRIS systems to maintain accurate records and streamline administrative tasks.</p><p>• Operate independently and effectively in ambiguous situations, demonstrating a proactive approach to problem-solving.</p>
We are looking for an experienced Forensic Accounting Manager to specialize in supporting family law litigation matters. This role requires expertise in areas such as business valuation, financial analysis, and asset tracing, with the opportunity to contribute to complex cases involving marital dissolution. The ideal candidate will bring advanced credentials and a deep understanding of forensic accounting practices within the context of family law.<br><br>Responsibilities:<br>• Conduct valuations of closely held businesses, practices requiring attention to detail, and other marital assets.<br>• Perform detailed forensic financial analyses to uncover hidden assets, income streams, and liabilities.<br>• Develop expert reports and provide testimony during depositions and court proceedings.<br>• Collaborate with attorneys and clients to define case strategies and create financial models.<br>• Evaluate tax returns, financial statements, and other financial documentation relevant to divorce proceedings.<br>• Ensure compliance with standards, ethical guidelines, and regulatory requirements.<br>• Utilize financial software and tools to enhance efficiency and accuracy in forensic analysis.<br>• Manage multiple cases simultaneously while maintaining high attention to detail and meeting deadlines.
<p>Bookkeeper or Staff Accountant (for Wealth Mgt Firm) </p><p><br></p><p>Location: Brickell Miami</p><p>Schedule: In office, Arrive Anytime from 8:00 AM - 9:45 AM (with an 8 hr. work day)</p><p>Salary: $55,000-$60,000 (possible stretch to 65,000)</p><p>Benefits: majority of Medical Dental and Vision Paid for Employee, 2 weeks paid vacation; additional sick days; generous Holidays, 401k and other insurances and perks!!</p><p><br></p><p>Required: Bookkeeping experience; QuickBooks; English and Spanish; Degree in Accounting or Related studies</p><p><br></p><p>Position Overview: Reputable investment management firm, offering clients a variety of services including bookkeeping.</p><p>Performs daily accounting and bookkeeping for various clients personal finances and acts as a main point of contact</p><p>Responsible for daily oversight of accounts, transfers, deposits, balances and transactions</p><p>Reviews and processes misc. payments ensuring accuracy of invoices or credits (vendors, purchases, standard bills for homes - properties, cars/other, medical etc.), </p><p>Ensures property taxes and any payments associated with personal and small business are submitted and made timely </p><p>Performs GL review, entries, reconciling of accounts, credit card reconciliations</p><p>Maintains clients family budgets and monthly reports of costs and variances </p><p>Communicates with vendors and providing information as requested or to resolve discrepancies. </p><p><br></p>
We are looking for a meticulous Staff Accountant to join our team in Boynton Beach, Florida. This role requires a strong background in accounting practices and the ability to work independently while maintaining a high level of accuracy. The ideal candidate will excel in handling payroll, reconciliations, and journal entries, contributing to the financial health and efficiency of the organization.<br><br>Responsibilities:<br>• Manage payroll processing and timesheet entries using ADP systems, ensuring accuracy and timeliness.<br>• Perform account reconciliations, including credit card statements, to maintain financial integrity.<br>• Prepare and post journal entries to the general ledger, ensuring compliance with accounting standards.<br>• Handle corporate tax and sales tax filings, ensuring adherence to regulations.<br>• Collaborate with internal teams to address financial discrepancies and maintain transparent records.<br>• Ensure accurate and efficient processing of corporate tax returns.<br>• Monitor the general ledger to ensure all transactions are recorded correctly.<br>• Build and maintain strong relationships with stakeholders to facilitate smooth financial operations.<br>• Identify and resolve accounting issues independently, demonstrating strong problem-solving skills.
We are looking for a detail-oriented Account Manager to join our team in Dania Beach, Florida. In this role, you will serve as the primary link between our agency and client partners, ensuring the seamless execution of creative projects, advertising campaigns, and marketing initiatives. The ideal candidate is organized, communicative, and thrives in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee and execute creative, print, media, and web-related projects from inception to completion.<br>• Act as the primary point of contact for client interactions, ensuring clear communication and alignment on project goals.<br>• Develop and maintain comprehensive project schedules, timelines, and task lists for efficient workflow.<br>• Coordinate with design teams to disseminate project information and facilitate collaboration.<br>• Organize and lead weekly internal team meetings and client conference calls to provide updates and gather feedback.<br>• Utilize project management tools to track progress, schedule tasks, and ensure deadlines are met.<br>• Manage the deployment of email marketing campaigns and digital initiatives.<br>• Maintain organized records of all project documents, including approvals, audits, and reconciliations.<br>• Submit approved creative materials to vendors, media outlets, or designated recipients.<br>• Assist in the management of video production, photography, and special projects as needed.
<p>Our client is a family owned manufacturing and distribution company that is searching for a Controller. This role is ideal for a Controller who likes to be very hands on. This role will have 1 direct report. In this role you will be handling much of the day to day accounting, as well as overseeing the cost and financials for their manufacturing facility. You must be comfortable working in a warehouse setting as the offices are adjacent to the distribution facility. You will also be working closely with their outside CPA firm to help prepare for audits and taxes. This role has potential to grow as they will be acquiring another company within same industry and will be looking at this individual to oversee both operations. This role is onsite at their Miami facility. Relocation will not be provided. Proficiency in English is required as you will be dealing daily with their partners in Tennessee. Manufacturing experience is also required.</p><p><br></p><p><br></p><p><br></p>
<p>We are looking for a motivated Credit Analyst to join our team in Delray Beach, Florida. In this role, you will play a pivotal part in managing credit risk for our clients. This position offers a unique opportunity to build strong analytical skills, work on complex financial models, and collaborate closely with internal and external stakeholders. If you are passionate about finance and eager to develop your career in a dynamic environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Review credit agreements and related documentation to extract and apply borrowing base provisions accurately.</p><p>• Assist in client communications related to compliance and reporting, providing clear and precise updates.</p><p>• Contribute to the standardization of templates and workflows to improve operational efficiency.</p><p>• Perform quality control checks to ensure accuracy and consistency in data and financial models.</p><p>• Conduct reviews of underwriting and funding activities to verify compliance and accuracy.</p><p>• Support valuation processes by updating financial models and maintaining critical assumptions.</p><p>• Monitor cash flow activities, including invoice tracking, payment reconciliation, and waterfall analyses for specialized asset fundings.</p>
<p>A local company in Miami Gardens is seeking a Sales Support Specialist to assist the sales team in daily operations. This role is ideal for someone with office experience who is organized, detail-oriented, and eager to support a dynamic sales environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Assist the sales team with order processing and documentation</li><li>Prepare reports, presentations, and customer communications</li><li>Maintain accurate records of sales activities and customer interactions</li><li>Coordinate with other departments to ensure smooth operations</li><li>Provide general administrative support to the sales team</li></ul><p><br></p>
<p>We are seeking a proactive and detail-oriented IT Security Analyst to join our team. The ideal candidate will have experience with VPNs, firewalls, cloud security, malware prevention, and various threat detection techniques. You will play a critical role in safeguarding our organization’s information assets by identifying, mitigating, and preventing security risks.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Network Security Management:</strong> Configure, monitor, and maintain VPNs, firewalls, and other security infrastructure to ensure robust perimeter defenses.</li><li><strong>Cloud Security:</strong> Implement and manage security measures for cloud environments (e.g., AWS, Azure, or Google Cloud) to protect against unauthorized access and data breaches.</li><li><strong>Threat Detection & Response:</strong> Identify, analyze, and respond to security threats, including malware, ransomware, spyware, and other vulnerabilities.</li><li><strong>Penetration Testing:</strong> Conduct regular penetration tests to identify vulnerabilities and provide actionable insights to improve security posture.</li><li><strong>Incident Management:</strong> Investigate, manage, and document security incidents, performing root cause analyses to prevent recurrence.</li><li><strong>Security Monitoring:</strong> Continuously monitor security systems, identify anomalies, and fine-tune alerting mechanisms to reduce false positives.</li><li><strong>Collaboration & Compliance:</strong> Work closely with IT and other departments to ensure compliance with security policies and industry regulations (e.g., GDPR, HIPAA, PCI-DSS).</li></ul><p><br></p>
We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Miami, FL. The ideal candidate will excel in managing high-volume transactions, ensuring accuracy in cash applications, and supporting billing functions. This role offers an opportunity for growth in a fast-paced environment.<br><br>Responsibilities:<br>• Process and post cash payments accurately and efficiently.<br>• Manage high-volume accounts receivable transactions with precision.<br>• Collaborate with clients to handle commercial collections and resolve outstanding invoices.<br>• Oversee cash applications to ensure timely and accurate processing.<br>• Support billing operations, including invoice generation and distribution.<br>• Maintain detailed records and ensure compliance with company policies.<br>• Identify discrepancies and take corrective actions to resolve them.<br>• Communicate effectively with internal teams to address payment-related issues.<br>• Contribute to streamlining processes for improved efficiency and accuracy.
<p>We are looking for a skilled Portfolio Manager to join our team in Boca Raton, Florida. In this role, you will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies that align with clients' financial goals and risk tolerance. This position offers an exciting opportunity to work closely with clients and contribute to their long-term financial success.</p><p><br></p><p>Responsibilities:</p><p>• Manage and monitor investment portfolios to ensure alignment with clients' financial objectives.</p><p>• Conduct thorough financial and risk analyses to inform strategic investment decisions.</p><p>• Execute trades and optimize portfolio performance based on market trends and economic conditions.</p><p>• Collaborate with clients to tailor investment strategies to their specific goals and risk tolerance.</p><p>• Stay updated on market trends, regulatory changes, and emerging investment opportunities.</p><p>• Work closely with Estate Planning Attorneys to ensure asset preservation for clients' beneficiaries.</p><p>• Provide clear and effective communication to clients regarding portfolio performance and strategy adjustments.</p><p>• Develop and implement innovative solutions to enhance portfolio management processes.</p><p>• Ensure compliance with all relevant financial regulations and industry standards.</p><p>• Identify and address potential risks within the portfolio to safeguard client investments.</p>
<p><strong>We are seeking a highly experienced and detail-oriented Senior Administrative Assistant to support our team in Miami, Florida. This role requires a professional with a proven track record in administrative support, office management, and organizational efficiency. The ideal candidate will bring extensive experience handling complex administrative tasks, supporting leadership, and ensuring smooth daily operations.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide high-level administrative support to executives and managers, including calendar management, travel coordination, and meeting preparation.</li><li>Draft, proofread, and edit correspondence, reports, and presentations with strong attention to detail.</li><li>Oversee office operations, including supply management, vendor coordination, and process improvements.</li><li>Maintain confidential records, employee files, and company documentation in compliance with policies and regulations.</li><li>Coordinate and schedule interviews, staff meetings, and company events.</li><li>Manage incoming and outgoing communications (calls, emails, mail) with professionalism and discretion.</li><li>Prepare detailed reports, spreadsheets, and presentations using Microsoft Office Suite.</li><li>Anticipate the needs of leadership and proactively resolve issues before they arise.</li><li>Mentor and support junior administrative staff as needed.</li></ul><p><br></p><p><br></p>
