<p>The Customer Support Specialist is responsible for delivering high-quality service to customers, addressing inquiries, and resolving issues in a timely manner.</p><p> This position requires excellent communication, problem-solving, and relationship-building skills. This role becomes hybrid after training</p><p> </p><p> </p><p> </p>
<p>The Customer Support Specialist is responsible for delivering high-quality service to customers, addressing inquiries, and resolving issues in a timely manner.</p><p> This position requires excellent communication, problem-solving, and relationship-building skills. This role becomes hybrid after training</p><p> </p><p> </p>
<p><em>The salary range for this position is $125,000 - $140,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><b>Job Description:</b></p><ul><li>Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns</li><li>Preparation and review of financial and investment deliverables</li><li>Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client's expectations</li><li>Engage in planned and impromptu financial conversations with clients</li><li>Initiate continuous improvement through leverage of new or existing technology</li><li>Manage workflow of associates and administrative staff in conjunction with Director input</li></ul><p><br></p><p><br></p>
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Human Resources Coordinator to join our team in Shelbyville, Kentucky. This role is ideal for someone with a strong background in HR administration, payroll processing, and basic accounting principles. The successful candidate will play a pivotal role in supporting employee onboarding, benefits coordination, and payroll operations while assisting with general administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage employee onboarding and offboarding processes, ensuring all documentation is completed accurately and timely.</p><p>• Serve as the primary processor for payroll operations, handling bi-weekly check runs for a growing workforce.</p><p>• Coordinate employee benefits discussions and orientations, providing clear explanations on available options.</p><p>• Utilize Excel for advanced functions such as VLOOKUPs and pivot tables to analyze and organize HR data.</p><p>• Assist with cash receipt processes, including pulling bank statements and posting transactions to customer accounts.</p><p>• Provide backup support for accounting and related administrative tasks.</p><p>• Maintain HR forms and documentation, ensuring compliance with organizational policies.</p><p>• Collaborate with team members on year-end tasks and reporting.</p><p>• Support accounting functions, including general ledger entries and reconciliations.</p><p><br></p>
<p>A well-established and growing intellectual property law firm, known for its commitment to protecting innovation, is seeking a skilled <strong>Patent Attorney</strong> with a <strong>Mechanical Engineering background</strong> to join their collaborative team. If you are passionate about working with cutting-edge technologies in mechanical and electro-mechanical systems while delivering exceptional client service, this role may be the perfect fit.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft and prosecute U.S. and international patent applications for intricate mechanical and electro-mechanical systems.</li><li>Conduct patentability assessments, prior art searches, validity analyses, infringement analyses, and freedom-to-operate opinions.</li><li>Build and implement effective intellectual property strategies, including patent portfolio management and risk evaluations.</li><li>Collaborate closely with inventors, engineers, and legal colleagues to turn innovative concepts into high-quality patent applications.</li><li>Manage a sophisticated patent docket independently while meeting deadlines.</li><li>Conduct client consultations, provide legal insights, and undertake administrative duties as needed.</li></ul><p><br></p>
<p><strong>Temporary Administrative Assistant – Tax Season Extraordinaire</strong></p><p><br></p><p><strong>Location:</strong> Omaha, NE</p><p><br></p><p><strong>About the Role:</strong></p><p>Are you ready to bring your organizational superpowers to a dynamic team during one of the most exciting times of the year—tax season? We’re looking for a detail-oriented, upbeat Administrative Assistant to join us for a 5-month adventure. This isn’t just any admin role—you’ll be the glue that keeps everything running smoothly while helping assemble tax documents like a pro.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the <strong>front-line hero</strong> for administrative tasks—answering calls, scheduling, and keeping the office humming.</li><li>Organize and assemble tax documentation with precision (and maybe a little flair!).</li><li>Support the team with data entry, filing, and ensuring compliance deadlines are met.</li><li>Collaborate with a fun, energetic group that loves to celebrate wins—even during crunch time.</li><li>Keep things light and positive while juggling multiple priorities like a champ.</li></ul><p><br></p>
We are looking for an organized and detail-oriented Receptionist to join our team in Newark, New Jersey. As the first point of contact, you will play a key role in ensuring efficient communication and smooth operations within our education-focused environment. This is a long-term contract position that offers the opportunity to contribute to a dynamic and collaborative setting.<br><br>Responsibilities:<br>• Serve as the primary contact for visitors, students, and staff, ensuring a welcoming and detail-oriented atmosphere.<br>• Handle incoming calls promptly, providing accurate information and directing inquiries to the appropriate department.<br>• Manage student scheduling, coordinating appointments and maintaining accurate records.<br>• Oversee email correspondence, responding to inquiries and forwarding messages as necessary.<br>• Maintain an organized reception area, ensuring it is tidy and presentable at all times.<br>• Collaborate with team members to support administrative tasks and special projects.<br>• Monitor and manage scheduling systems to streamline operations.<br>• Assist with general office duties, including filing and data entry.<br>• Provide excellent customer service to address the needs of students, parents, and visitors.<br>• Ensure confidentiality and security of sensitive information while handling administrative tasks.
<p>*** This role can sit in LOS ANGELES (DOWNTOWN) or ORANGE COUNTY (IRVINE) or SAN DIEGO (DOWNTOWN) ***</p><p><br></p><p>A state-wide law firm with over 100 attorneys and offices in San Francisco, San Diego, Ventura County, and Costa Mesa is seeking a Legal Administrative Assistant (Legal Secretary).</p><p> </p><p>The San Diego office has 8 attorneys, 2 legal assistants, 1 paralegal, 1 receptionists/admin, 1 office services clerk/IT clerk, and 1 part time file clerk. This firm is like a boutique firm within a regional firm: great resources but intimate team.</p><p> </p><p><strong><u>Responsibilities of Role</u>: </strong></p><p>Very busy desk: civil litigation, including labor & employment and business law. Must be familiar with:</p><ul><li>trial prep</li><li>litigation calendaring (no docket clerk)</li><li>TOA/TOCs</li><li>eFiling (60% state, 40% federal, occasional appellate – but the latter is not a deal breaker)</li><li>discovery shells (from macros)</li><li>redlining legal documents</li></ul><p>Fluency in the following software is helpful: CompuLaw for calendaring, Best Authority for TOA/TOCs, iManage for document management, and Adobe for bate stamping.</p><p> </p><p><strong><u>Perks of Firm</u></strong>:</p><p>· Firm has an in-house trainer who helps get people set up</p><p>· Laid back environment</p><p>· Longevity of staff</p><p>· Strong benefits – besides standard benefits, the firm covers EAP counseling, travel allowance, and supplemental insurance</p><p>· Staff appreciation lunches, birthday celebrations, holiday gifts, raffles, prizes</p><p>· LA and SD team work very closely/collaboratively with each other and share work. Thus, there is never trouble hitting paralegals. </p>
We are looking for a detail-oriented Legal Administrative Assistant to support trusts and estates administration in our Providence, Rhode Island office. This role requires a proactive individual who can efficiently manage legal documents, coordinate schedules, and ensure accurate communication with beneficiaries. The ideal candidate will be skilled in technology and organization, contributing to the seamless operation of trust and estate processes.<br><br>Responsibilities:<br>• Organize and maintain legal documents related to trusts and estates.<br>• Coordinate schedules and plan meetings for attorneys and relevant stakeholders.<br>• Communicate effectively with beneficiaries, providing updates and addressing inquiries.<br>• Monitor accounts payable and receivable processes, ensuring accuracy and timeliness.<br>• Enter and manage financial data using accounting software such as QuickBooks.<br>• Process invoices and maintain detailed financial records.<br>• Utilize business intelligence tools to analyze data and improve operational efficiency.<br>• Ensure compliance with legal and regulatory standards in all administrative activities.<br>• Support document management processes, ensuring accessibility and proper organization.
We are looking for an Administrative Assistant to join a non-profit organization in Indianapolis, Indiana on a contract basis. In this role, you will play a vital part in supporting families and enhancing program collaboration while maintaining accurate records and coordinating services. This position offers the opportunity to contribute meaningfully to the community and make a positive impact on the lives of children and families.<br><br>Responsibilities:<br>• Promote family-focused environments that encourage healthy child development.<br>• Assist families in identifying and achieving their personal goals and addressing their needs.<br>• Foster connections among families to create a supportive network.<br>• Collaborate with programs and team members to ensure seamless service delivery.<br>• Maintain thorough and timely documentation and reporting.<br>• Oversee recruitment, eligibility determination, selection processes, and enrollment.<br>• Monitor attendance and coordinate services to ensure effective support.<br>• Handle administrative tasks such as answering inbound calls and managing data entry.<br>• Ensure compliance with organizational policies and standards in all activities.<br>• Provide clear and compassionate communication to families and colleagues.
<p><strong>Summary: </strong></p><p>We are seeking an entry-level Estate Planning Legal Assistant/Receptionist to join a growing Trusts & Estates team in a dynamic law firm in Oak Lawn. This position plays a key support role by blending administrative, client service, and legal assistant responsibilities.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming calls, process mail, transcribe meeting notes, and track important deadlines.</li><li>Organize client files and maintain contact databases.</li><li>Prepare engagement letters and draft/revise routine correspondence.</li><li>Serve as a liaison between clients and attorneys, promptly handling inquiries by phone, email, or written communications.</li><li>Draft and revise estate planning documents, including powers of attorney, wills, revocable trusts, and binders.</li><li>Facilitate document completion and oversee document signatures.</li><li>Support time entry and billing processes, including invoice distribution.</li><li>Manage attorney calendars, schedule meetings and appointments, and coordinate travel arrangements.</li></ul>
We are looking for an organized and detail-oriented Collections Specialist to join our team in Phoenix, Arizona. This role involves managing customer orders, handling inquiries, and supporting various business processes to ensure seamless operations. The ideal candidate will excel in resolving discrepancies, maintaining strong relationships with stakeholders, and contributing to process improvements.<br><br>Responsibilities:<br>• Process customer orders from receipt to invoice, ensuring accurate entry into Sage 200.<br>• Verify electronic orders by cross-checking data in Sage against TrueCommerce to confirm pricing and quantities.<br>• Resolve discrepancies related to pricing or quantities to ensure order completion and accuracy.<br>• Release orders to the warehouse by reconciling data between Sage and the warehouse management system for consistency.<br>• Respond to customer inquiries regarding deliveries, returns, and product details in a timely manner.<br>• Collaborate with sales account managers to maintain clear communication and foster productive relationships.<br>• Assist with raising invoices and issuing credit notes to support the Deduction Analyst.<br>• Identify and implement process improvement opportunities within the Customer Service team.<br>• Address consumer complaints by logging data, resolving issues, or escalating concerns to the Quality team as needed.<br>• Perform additional duties aligned with the role’s responsibilities to maintain high standards.
<p>Wilmington Delaware firm is looking to staff a dynamic and highly organized Executive Administrative Assistant to support their executive team and ensure the smooth operation of the office. As the Executive Assistant/ Office Admin, you will provide general office support, manage calendars and schedule appointments, own the travel coordinator process, maintain and update client files, receive and sort incoming mail/deliveries, assist with basic accounting tasks as needed, greet visitors, and assist with ad hoc projects. The ideal candidate for this role should have excellent communication and interpersonal skills and be proficient with Microsoft Office Suite applications.</p><p><br></p><p>Primary Responsibilities</p><p>· Oversee office supply inventory</p><p>· Process client invoices</p><p>· Calendar Management</p><p>· Monitor expenses</p><p>· Answer incoming phone calls</p><p>· Draft email correspondence and create presentations</p><p>· POC to outside vendors</p><p>· Identify areas for process improvements</p><p>· Maintain petty cash</p><p>· Provide reports to management</p>
<p>We are looking for a dedicated Collections Specialist for a New Berlin, WI area organization. In this role, you will play a key part in managing overdue accounts, maintaining positive customer relationships, and ensuring efficient cash application processes. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in accounts receivable and collections.</p><p><br></p><p>Responsibilities:</p><p>• Contact clients to address overdue payments and negotiate payment arrangements.</p><p>• Respond to inbound calls and provide excellent customer service related to billing inquiries.</p><p>• Maintain accurate records of collections activities and update client accounts accordingly.</p><p>• Support the cash application process by ensuring timely and accurate allocation of payments.</p><p>• Collaborate with internal teams to resolve discrepancies and improve collections efficiency.</p><p>• Generate and review reports to monitor account statuses and identify areas for improvement.</p><p>• Ensure compliance with company policies and procedures during the collections process.</p><p>• Assist in implementing strategies to reduce outstanding balances and improve cash flow.</p><p>• Communicate effectively with customers to address concerns and ensure satisfaction.</p>
<p>We are looking for a Membership Supervisor to join our team in the South Amboy, New Jersey area. In this role, you will assist in managing the daily operations of a fitness center, including direct management of membership services, administrative tasks, and other essential functions to ensure smooth facility operations. You will collaborate closely with the Site Director and other departments to maintain high standards of service and efficiency for all members.</p><p><br></p><p>Responsibilities:</p><p>• Supervise membership services, ensuring excellent customer engagement and seamless onboarding processes.</p><p>• Oversee administrative tasks, including billing, customer contracts, and other operational activities.</p><p>• Monitor facility operations and address any issues to maintain a safe and welcoming environment.</p><p>• Assist in managing social media platforms to enhance community engagement and promote the center's offerings.</p><p>• Support the Site Director in implementing policies and procedures for efficient facility management.</p><p>• Develop strategies to improve customer satisfaction and retention.</p><p>• Coordinate with team members to ensure consistent delivery of services across all departments.</p><p>• Track and report on membership trends and operational metrics to inform decision-making.</p><p>• Handle customer inquiries and resolve concerns promptly and professionally.</p><p>• Ensure compliance with organizational guidelines and industry standards.</p>
<p>The Asset Manager Assistant provides administrative and operational support to the Asset Management team, ensuring accurate documentation, timely communication, and high-quality service for tenants, property owners, and internal stakeholders. This role supports day-to-day servicing activities, document execution, and internal database management.</p><p><strong>Location:</strong> Onsite – El Segundo, CA</p><p> <strong>Schedule:</strong> 20 hours per week</p><p> <strong>Hours:</strong> Flexible schedule during normal business hours</p><p>Key Responsibilities</p><p><strong>Administrative & Case Management Support</strong></p><ul><li>Manage departmental email and phone inquiries; create and maintain cases within the servicing platform for Asset Manager review.</li><li>Update case notes and ensure accurate documentation tracking within internal systems.</li><li>Assist with updating internal databases and support short-term and ongoing projects as assigned.</li></ul><p><strong>Document & Records Management</strong></p><ul><li>Scan, sort, and distribute department mail.</li><li>Upload notices, real estate agreements, easements, assignments, and other related documentation into the company database.</li><li>Prepare and distribute documentation including welcome letters, easements, assignment documents, and W-9 forms to tenants for payment redirection.</li><li>Facilitate execution and notarization of documents requiring wet signatures; track completion and upload finalized documents.</li></ul><p><strong>Tenant & Property Owner Support</strong></p><ul><li>Correspond with tenants and property owners via phone and email in a professional and responsive manner.</li><li>Assist with site access requests by coordinating communication between tenants and landlord contacts.</li><li>Research and respond to property owner and tenant inquiries, including title searches and documentation requests.</li></ul><p><strong>Quality Control & Compliance Support</strong></p><ul><li>Support the review of site-specific documentation to ensure accuracy, completeness, and quality standards are met.</li><li>Maintain organized and up-to-date records to support asset compliance and servicing requirements.</li></ul><p><strong>Customer Service</strong></p><ul><li>Provide professional, high-quality customer service to internal teams and external stakeholders.</li><li>Ensure timely follow-up and effective issue resolution.</li></ul><p><br></p><p><br></p>
<p>We are looking for a highly organized and detail-oriented <strong>Legal Administrative Assistant</strong> to provide comprehensive support to our team in Albany, New York. In this contract role, you will manage essential administrative tasks, coordinate schedules, and ensure seamless operations within our organization. This is a long-term contract position offering a dynamic opportunity to contribute to various legal and technical processes.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Prepare, review, and proofread legal and technical documents to ensure accuracy and completeness.</p><p>• Organize and maintain both electronic and physical files, including initiating, archiving, and closing case files.</p><p>• Input and update data in case management systems, ensuring deadlines, citizen complaints, and litigation matters are properly recorded.</p><p>• Coordinate logistics for expert witnesses, depositions, court reporters, and both paper and electronic court filings.</p><p>• Manage database systems such as Oracle-based platforms and archive management tools to support operational needs.</p><p>• Oversee the bureau library, ensuring resources are updated and well-maintained.</p><p>• Draft and distribute correspondence and reference materials for the bureau.</p><p>• Schedule and facilitate meetings, video conferences, and conference calls with precision.</p><p>• Arrange travel plans, secure approvals, and process reimbursement information through the Statewide Financial System.</p><p>• Support onboarding and offboarding processes, contract ID badge management, and bureau equipment inventory as needed.</p>
Job Title: Receptionist / Legal Assistant<br>Location: St. Louis, MO<br>Salary: $40,000 – $45,000 annually<br>Benefits: 401(k) with profit sharing, long-term disability policy<br>________________________________________<br>Position Overview<br>We are seeking a professional and organized Receptionist / Legal Assistant to join our law firm. This role is essential to ensuring smooth daily operations and providing exceptional client service. The ideal candidate will be detail-oriented, proactive, and able to manage multiple tasks in a fast-paced environment.<br>________________________________________<br>Key Responsibilities<br>• Reception Duties: Greet clients and visitors, maintain a welcoming environment.<br>• Phone Management: Answer and direct incoming calls promptly and professionally.<br>• Mail Handling: Scan and distribute incoming mail and documents.<br>• Calendar Management: Enter appointments, deadlines, and court dates into the firm’s calendar system.<br>• Docketing: Assist with tracking and updating case deadlines.<br>• Medical Records Requests: Prepare and process requests for medical records as needed.<br>• Administrative Support: Provide general office assistance to attorneys and staff.<br>________________________________________<br>Qualifications<br>• Previous experience in a law firm or professional office setting preferred.<br>• Strong organizational and multitasking skills.<br>• Proficiency with office software and document management systems.<br>• Excellent communication and interpersonal skills.<br>________________________________________<br>Compensation & Benefits<br>• Competitive salary: $40,000 – $45,000 annually.<br>• Comprehensive benefits package including: <br>o 401(k) with profit sharing<br>o Long-term disability policy
<p><strong>Front Desk Coordinator </strong></p><p> </p><p><strong>Job Summary</strong></p><p>We are seeking a professional and friendly Receptionist to serve as the first point of contact for our organization. This role is responsible for creating a welcoming environment for visitors and ensuring smooth communication within the office.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Answer and direct incoming phone calls promptly and professionally.</li><li>Greet and assist visitors, ensuring a positive experience.</li><li>Maintain and update call logs accurately.</li><li>Schedule and manage conference room bookings.</li><li>Order and track office supplies to ensure availability.</li><li>Keep the reception area clean, organized, and presentable at all times.</li><li>Provide general administrative support as needed.</li></ul><p><br></p>
<p><strong>HR & Payroll Specialist</strong></p><p>We’re looking for a detail-oriented <strong>Human Resources & Payroll Specialist</strong> to join our team! This role ensures accurate and timely payroll processing across multiple companies while supporting HR functions such as onboarding, offboarding, and compliance reporting.</p><p><strong>What You’ll Do</strong></p><ul><li>Administer multi-company payroll, including regular cycles, bonuses, commissions, reimbursements, and other compensation.</li><li>Maintain payroll systems and ensure accurate time and labor data.</li><li>Prepare and distribute communications regarding commission and profit-sharing details.</li><li>Process payroll deductions for taxes, benefits, and other withholdings.</li><li>Handle check reissues and direct deposit corrections when needed.</li><li>Document payroll procedures and update processes as changes occur.</li><li>Manage unemployment claims across multiple states.</li><li>Generate and analyze reports in Paylocity; maintain a comprehensive report log.</li><li>Support HR processes for new hires and terminations.</li><li>Ensure timely receipt and processing of monthly invoices.</li><li>Perform additional administrative tasks as assigned.</li></ul><p><strong>What We’re Looking For</strong></p><ul><li>Strong communication and customer service skills.</li><li>Exceptional attention to detail and organizational ability.</li><li>Proficiency in Microsoft Office, especially Excel.</li><li>Ability to learn payroll software quickly; Paylocity experience is a plus.</li><li>Team-oriented, dependable, and able to work independently.</li><li>Skilled at multitasking and prioritizing in a fast-paced environment.</li><li>Ability to maintain confidentiality and handle sensitive information.</li></ul><p><strong>Qualifications</strong></p><ul><li>High school diploma or equivalent required.</li><li>Minimum 2 years of full-cycle payroll experience.</li><li>Experience with multi-state payroll processing.</li><li>Familiarity with Paylocity and ProLiant preferred.</li></ul><p><strong>Physical Requirements</strong></p><ul><li>Ability to sit for extended periods and perform repetitive tasks.</li><li>Manual dexterity for handling tools and controls.</li><li>Clear communication and comprehension skills.</li></ul><p><br></p>
<p><strong>Job Description: Office Administrator</strong></p><p>As an Office Administrator, you will play a pivotal role in supporting the daily operations and efficiency of our workplace. You will coordinate administrative activities, assist colleagues, and help maintain a welcoming and organized environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily office operations, including greeting visitors, managing correspondence, and maintaining office supplies.</li><li>Schedule meetings and appointments for staff and leadership.</li><li>Assist with document preparation, filing, and data entry.</li><li>Manage incoming and outgoing mail and packages.</li><li>Support accounts payable/receivable processes and basic bookkeeping as needed.</li><li>Coordinate with vendors and service providers.</li><li>Ensure compliance with company policies and procedures.</li><li>Help organize office events, trainings, and employee engagement activities.</li><li>Handle confidential information with discretion.</li><li>Provide general administrative support to various departments as needed.</li></ul><p><br></p>
<p>We are looking for an Accounts Payable Specialist to join our team in New Orleans, Louisiana. In this short-term contract to permanent position, you will play a vital role in ensuring the accurate and efficient processing of accounts payable transactions. This is an excellent opportunity to contribute to a growing organization within the transport industry while advancing your career in a dynamic and supportive environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle administrative and clerical tasks for the Accounts Payable and Finance departments.</p><p>• Manage daily financial processes and controls to ensure compliance with company policies.</p><p>• Provide outstanding customer service to internal business partners and external stakeholders.</p><p>• Assist with internal and external audits by gathering and organizing required documentation.</p><p>• Open, sort, and distribute department mail promptly.</p><p>• Maintain organized records by sorting, logging, photocopying, and filing invoices, checks, and other financial documents.</p><p>• Verify and process checks, including handling special requests for expedited processing.</p><p>• Support the team by completing assigned special projects as needed.</p>
<p>We are looking for a Client Service Representative to join our team in Boston, Massachusetts. This long-term contract position offers an exciting opportunity to deliver top-tier client service while utilizing your expertise in fund accounting and financial analysis. The role requires someone with strong attention to detail who can effectively manage client inquiries, produce accurate reports, and ensure seamless resolution of accounting-related issues.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and accurately to client inquiries, ensuring exceptional service delivery.</p><p>• Calculate daily NAVs and prepare month-end and year-end financial reports.</p><p>• Generate and review various internal and external reports to meet client and organizational needs.</p><p>• Utilize internal technology platforms to manage client servicing tasks efficiently.</p><p>• Investigate and resolve accounting-related discrepancies and issues on a daily basis.</p><p>• Collaborate with internal teams to address client concerns and deliver customized solutions.</p><p>• Apply knowledge of corporate actions, equity, fixed income, and derivative investments to support client needs.</p><p>• Ensure compliance with deadlines and quality standards in a fast-paced environment.</p><p>• Leverage analytical skills to interpret data, workflows, and numeric information for problem-solving.</p><p>• Maintain proficiency in financial tools such as Excel, Bloomberg, and Reuters to optimize reporting and analysis.</p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in an administrative capacity.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
