<p><strong>About the Organization</strong></p><p> Our client, a well-established healthcare organization, is seeking an experienced and highly organized Office Manager to oversee daily administrative and operational functions. This role is critical to ensuring efficient office operations, regulatory compliance, and a positive experience for patients, providers, and staff.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day administrative and office operations to ensure smooth clinic workflow</li><li>Supervise front office and administrative staff, including scheduling, training, and performance support</li><li>Oversee patient scheduling, check-in/check-out processes, and front desk operations</li><li>Ensure accurate maintenance of patient records in accordance with HIPAA and organizational policies</li><li>Manage office budgets, supplies, inventory, and vendor relationships</li><li>Coordinate with clinical leadership to support staffing, workflows, and patient flow</li><li>Oversee billing support, insurance verification, referrals, and prior authorizations as needed</li><li>Implement and maintain office policies, procedures, and best practices</li><li>Serve as a point of contact for facilities, IT, and external service providers</li><li>Address patient concerns professionally and escalate issues as appropriate</li></ul><p><br></p>
<p>We are looking for a skilled Customer Service Representative to join our team in Cornelius, North Carolina. This is an on-site, contract-to-permanent position that offers an exciting opportunity to support a large volume of facilities while delivering exceptional customer experiences. The ideal candidate will thrive in a dynamic environment and demonstrate empathy, professionalism, and problem-solving skills when interacting with customers.</p><p><br></p><p>Responsibilities:</p><p>• Respond to routine inquiries from customers and troubleshoot facility-related issues with efficiency and professionalism.</p><p>• Offer guidance to customers navigating e-commerce platforms and assist with transaction-related questions.</p><p>• Manage escalated situations calmly and empathetically, providing solutions to distressed or frustrated callers.</p><p>• Conduct outbound follow-up calls to resolve prior inquiries and ensure customer satisfaction.</p><p>• Record and update all customer interactions and case progress accurately within internal systems.</p><p><br></p>
<p>We are looking for a diligent Part Time Office Assistant to join our team located in Fairfax, Virginia. In this role, you will be tasked with a range of duties, including handling incoming phone calls, managing mailings, interacting with vendors, and providing essential support to our staff. This role is a part time employment opportunity working Monday to Friday with the ability to work any day and time.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle incoming phone calls professionally and efficiently</p><p>• Manage and distribute incoming and outgoing mail</p><p>• Interact with vendors to ensure smooth office operations</p><p>• Stock office supplies regularly to ensure availability</p><p>• Provide essential back-office support to staff members</p><p>• Perform receptionist duties, including greeting and directing visitors</p><p>• Use basic office skills to complete tasks as assigned</p><p>• Support administrative tasks to ensure efficient office operations</p><p>• Assist with other clerical duties as needed</p><p>• Maintain a professional demeanor in all interactions.</p><p><br></p><p><br></p>
Company Overview:<br>We are a small, locally owned mortgage company known for our personalized service and deep community roots. Our team is close-knit, professional, and driven by a shared mission to help individuals and families achieve their homeownership goals. We are seeking a versatile and detail-oriented HR Administrator & Payroll Coordinator who can also provide light executive support to the Company President. This role is perfect for someone who enjoys wearing multiple hats and thrives in a dynamic, high-trust environment.<br>________________________________________<br>Position Summary:<br>This multi-functional role supports daily HR operations, manages payroll, and provides administrative assistance to the President of the company. You will play a critical part in maintaining a compliant and positive work environment while ensuring the leadership team has the support needed to operate effectively. The ideal candidate is organized, discreet, proactive, and capable of handling multiple responsibilities with professionalism and confidentiality.<br>________________________________________<br>Key Responsibilities:<br>Human Resources Administration<br>• Maintain employee records and personnel files, including licensing and continuing education documentation<br>• Assist with recruiting, interviewing, and onboarding new employees<br>• Coordinate new hire orientation <br>• Administer employee benefits, assist with enrollments, changes, and renewals <br>• Maintain employee time-off tracking, attendance records, and related documentation<br>• Help develop, update, and enforce company HR policies and procedures<br>• Provide guidance to staff on HR-related questions, policies, and compliance matters<br>• Ensure adherence to federal, state, and mortgage industry-specific employment laws and regulations<br>Payroll Coordination<br>• Process semimonthly payroll, including hourly, salaried, and commission-based employees<br>• Ensure proper classification and payment of W-2 and 1099 employees/contractors<br>• Prepare payroll reports and support year-end processes (W-2s, 1099s, etc.)<br>• Maintain strict confidentiality of payroll and financial data<br>Executive Support to Company President<br>• Help organize company meetings, events, and team-building activities<br>• Maintain contact lists, vendor records, and client follow-ups at the request of the President<br>Qualifications:<br>• 2+ years of experience in HR and payroll administration, preferably in a small business or regulated<br>• Experience providing administrative support to senior leadership or executives<br>• Familiarity with payroll and HR software (GP Dynamics)<br>• Knowledge of state and federal employment laws; familiarity with mortgage industry compliance is a plus<br>• Exceptional organizational and time-management skills<br>• Ability to work independently and handle confidential information with discretion<br>• Strong written and verbal communication skills<br>• Proficient in Microsoft Office<br>• Associate or Bachelor's degree in HR, Business Administration, or a related field preferred<br>________________________________________<br><br>Compensation & Benefits:<br>• Competitive salary, based on experience<br>• [List benefits: Health insurance, PTO, 401(k), bonuses, etc., if applicable]
<p>Robert Half Legal Permanent Placement is seeking a <strong>Legal Practice Assistant for their Boston</strong> client who will provides comprehensive administrative and legal support to attorneys within the Litigation practice group. This role requires exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will have strong technical proficiency, excellent communication skills, and prior experience in a legal or executive support setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Type, transcribe, and revise communications and legal documents, including memoranda, correspondence, charts, and tables using various word processing software.</li><li>Manage attorney phone calls, including screening and setting up conference calls.</li><li>Proofread all work for accuracy, content, and context.</li><li>Coordinate travel arrangements for assigned attorneys.</li><li>Prepare and submit conflict checks and New Business Intake documentation.</li><li>Open, organize, and maintain client and office files in both electronic and paper systems.</li><li>Utilize the Firm’s docketing program to enter and track scheduling and deadlines.</li><li>Process weekly time summaries and expense reports for assigned attorneys, ensuring timely submission.</li><li>Monitor and manage emails for both self and assigned attorneys as requested.</li><li>Schedule and coordinate meetings, court reporters, conference calls, and client tasks.</li><li>Prepare and submit filings to State and Federal Courts, including electronic filing portals.</li></ul>
<p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. The ideal candidate is passionate about building solid client-customer relationships and strives to always help others. As a Customer Service Representative, you will be the first point of contact for our valued customers. Your primary focus will be to assist customers with inquiries, provide information about the available products/services, and resolve issues to ensure a positive customer experience. Them team is the heartbeat of the company's success, and we are seeking a motivated Customer Service Representative to contribute to their commitment to customer satisfaction. Please call 818-703-8818 to inquire more today.</p><p></p><p>Some responsibilities include:</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul><p><br></p>
<p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. The ideal candidate is passionate about building solid client-customer relationships and strives to always help others. As a Customer Service Representative, you will be the first point of contact for our valued customers. Your primary focus will be to assist customers with inquiries, provide information about the available products/services, and resolve issues to ensure a positive customer experience. Them team is the heartbeat of the company's success, and we are seeking a motivated Customer Service Representative to contribute to their commitment to customer satisfaction. Please call 805-496-6443 to inquire more today.</p><p></p><p>Some responsibilities include:</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul><p><br></p>
<p>Are you someone who thrives in a structured environment where organization, communication, and attention to detail truly matter? Our team is searching for a <strong>highly dependable Administrative Assistant</strong> who enjoys bringing order to busy days and supporting a collaborative office. In this role, you won’t just complete tasks—you’ll help shape the workflow for multiple departments and serve as a supportive backbone to the organization. We’re looking for someone who takes pride in staying ahead of deadlines, anticipating needs before they arise, and ensuring that every employee, vendor, and client receives exceptional service. This position is perfect for individuals who enjoy variety in their day and want to contribute to a company that values teamwork, professionalism, and steady growth.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage day-to-day administrative operations, including scheduling, document preparation, and internal communication.</li><li>Serve as a first point of contact for staff and visitors, ensuring a professional and welcoming environment.</li><li>Assist with meeting coordination, agenda preparation, and follow-up action items.</li><li>Maintain digital and physical filing systems with a high level of accuracy.</li><li>Support various departments with data entry, project tracking, and report preparation.</li><li>Order office supplies, coordinate maintenance, and assist with vendor communication.</li></ul><p><br></p>
We are looking for a dedicated Member Service Advisor to join a dynamic credit union team in Hawthorne, California. This Contract to permanent position focuses on delivering exceptional customer service by understanding member needs and offering tailored financial solutions. The ideal candidate will excel in fostering strong relationships, handling inquiries with professionalism, and achieving service and sales goals.<br><br>Responsibilities:<br>• Provide exceptional service by understanding member needs and recommending suitable financial products and services.<br>• Manage inbound and outbound member interactions, ensuring a high level of professionalism and accuracy.<br>• Process member transactions, open new accounts, and update existing accounts while adhering to organizational guidelines.<br>• Assist members with loan applications, offering guidance and support throughout the process.<br>• Respond to inquiries and resolve issues efficiently, maintaining a focus on member satisfaction.<br>• Meet or exceed sales and service standards by adopting a proactive, consultative approach.<br>• Collaborate with team members to ensure seamless service delivery and maintain operational excellence.<br>• Utilize call center software and tools effectively to enhance member interactions and streamline processes.<br>• Maintain confidentiality and ensure compliance with organizational and industry standards.<br>• Stay informed about credit union products, services, and compliance requirements to provide accurate information to members.
We are looking for an organized and approachable Receptionist to join our team on a contract basis in Tucson, Arizona. In this role, you will serve as the first point of contact, ensuring smooth communication and providing exceptional customer service to clients and visitors. This position requires attention to detail, excellent organizational skills, and the ability to multitask effectively.<br><br>Responsibilities:<br>• Manage a multi-line phone system, ensuring all calls are answered promptly and routed appropriately.<br>• Greet visitors and clients with a friendly and welcoming attitude, addressing their needs or directing them to the appropriate personnel.<br>• Maintain accurate records by performing data entry tasks and updating information as required.<br>• Coordinate and schedule appointments, ensuring efficient use of time and resources.<br>• Handle email correspondence, responding promptly and courteously to inquiries.<br>• Organize and maintain files, ensuring documents are easily accessible and up-to-date.<br>• Assist with administrative tasks to support the operations team as needed.<br>• Utilize Microsoft Outlook for scheduling, communication, and task management.<br>• Foster a positive and collaborative environment through effective interpersonal communication.<br>• Ensure the reception area remains tidy and presentable at all times.
<p>Our client in <strong>Fairfax, Virginia</strong> is seeking a <strong>full-time Seasonal Tax Support Associate</strong> to join their team during the upcoming busy season. This role is well-suited for someone with prior experience preparing individual and business returns who enjoys working in a fast-paced environment. The position focuses on tax data entry, document organization, and providing support to licensed tax professionals to ensure timely and accurate processing of returns.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Assist with preparing basic individual and business tax returns under supervision</p><p>• Enter tax data and supporting information into internal systems</p><p>• Review W-2s, 1099s, and other tax documents for completeness and accuracy</p><p>• Help maintain organized client files and workpapers</p><p>• Support senior tax staff with simple schedules and reconciliations</p><p>• Assist with department deadlines, extensions, and general administrative tasks</p>
<p> A Front Desk Coordinator serves as the first point of contact for guests, clients, and employees, providing exceptional customer service and administrative support in a professional office environment. This role is key to ensuring the front office operates smoothly and efficiently, handling various tasks that create a welcoming and organized atmosphere.</p>
<p>Our client in <strong>Manassas, Virginia</strong> is seeking a <strong>full-time Seasonal Tax Support Associate</strong> to join their team during the upcoming busy season. This role is well-suited for someone with prior experience preparing individual and business returns who enjoys working in a fast-paced environment. The position focuses on tax data entry, document organization, and providing support to licensed tax professionals to ensure timely and accurate processing of returns.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Assist with preparing basic individual and business tax returns under supervision</p><p>• Enter tax data and supporting information into internal systems</p><p>• Review W-2s, 1099s, and other tax documents for completeness and accuracy</p><p>• Help maintain organized client files and workpapers</p><p>• Support senior tax staff with simple schedules and reconciliations</p><p>• Assist with department deadlines, extensions, and general administrative tasks</p>
<p>We are looking for a skilled Administrative Assistant to join our team in Bakersfield, California. This position offers an exciting opportunity to support our manufacturing operations through efficient administrative and organizational tasks. The ideal candidate will have a strong background in office environments, excellent computer skills, and a detail-oriented approach to their work.</p><p><br></p><p>Responsibilities:</p><p>• Perform a variety of administrative tasks, including data entry, filing, and organizing documentation for efficient record-keeping.</p><p>• Manage payroll systems, such as Kronos, and handle attestation reporting to ensure accurate employee records.</p><p>• Utilize software tools like Microsoft Word, Access, and Excel to create and maintain spreadsheets and reports.</p><p>• Provide attentive and thorough support to managers, supervisors, and employees, ensuring effective communication and collaboration.</p><p>• Handle inbound calls and reception duties with a courteous and attentive demeanor.</p><p>• Maintain confidentiality and adhere to company policies when handling sensitive information.</p><p>• Travel locally and out of the area as needed for business purposes, driving a company vehicle when required.</p><p>• Ensure compliance with company driving standards, including holding a valid driver's license and maintaining a clean driving record.</p><p>• Support team efforts by demonstrating reliability, efficiency, and a commitment to being a team player.</p><p>• Assist with bilingual communication tasks in English and Spanish, if applicable, to facilitate interactions within the workplace.</p>
We are seeking dedicated individuals to join our team as contract staff, assisting with conference operations during JP Morgan Week. This is a contract role based in San Francisco, California, where you will play a key part in ensuring a seamless and welcoming experience for attendees. If you excel in fast-paced environments and are committed to providing exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Welcome and assist conference attendees, ensuring they feel comfortable and supported throughout the event.<br>• Coordinate logistics across multiple floors, including catering arrangements and meeting room setups.<br>• Serve as the main point of contact for inquiries and provide accurate information about conference activities.<br>• Maintain an attentive and friendly demeanor while managing reception and administrative duties.<br>• Handle event-related tasks promptly, ensuring smooth operations and addressing any issues that arise.<br>• Collaborate with other team members to ensure efficient workflow and communication.<br>• Monitor supplies and equipment, restocking and addressing needs as necessary.<br>• Support the coordination of corporate events, including setup and breakdown.<br>• Uphold the company’s standards for excellent customer service and conduct.<br>• Adapt to changing priorities and tasks during the event to meet organizational goals.
<p>Our client, an investment management firm, is hiring an Executive Administrative Assistant on a contract to hire basis. </p><p>Location: San Antonio, TX </p><p>Summary</p><p>The Executive Administrative Assistant provides high-level administrative support to the CEO, ensuring smooth day-to-day operations. This role requires exceptional organizational skills, discretion, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities include managing calendars, coordinating travel, scheduling meetings, handling correspondence, and maintaining confidentiality while supporting both professional and occasional personal tasks.</p><p><br></p><p>Essential Functions</p><p>Bill Pay</p><p>Expense Report Processing </p><p>Calendar Management</p><p>Maintain detailed executive schedules, book appointments, manage conflicts, and prioritize urgent matters.</p><p>Travel Arrangements</p><p>Coordinate complex travel plans, including flights, accommodations, and ground transportation, ensuring accuracy and efficiency.</p><p>Meeting Coordination</p><p>Schedule and organize virtual and in-person meetings, prepare agendas, and ensure timely communication among participants.</p><p>Office Administration</p><p>Maintain organized filing systems for correspondence and records; assist with administrative tasks as needed.</p><p>Correspondence Management</p><p>Screen emails, phone calls, and mail; respond to routine inquiries and route critical matters promptly.</p><p>Expense Reporting</p><p>Prepare and submit accurate expense reports with supporting documentation in a timely manner.</p><p>Qualifications</p><p>Education: Bachelor’s degree preferred or equivalent experience.</p><p>Experience: Minimum 3 years supporting C-level executives in a corporate environment.</p><p>Skills:</p><p>Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).</p><p>Strong organizational and time-management skills.</p><p>Excellent written and verbal communication abilities.</p><p>Ability to maintain confidentiality and exercise discretion.</p><p>Detail-oriented with strong problem-solving skills.</p><p><br></p><p>If you are extremely detailed oriented executive administrative assistant, please apply online or call your local Robert Half office at 210-696-8300</p>
<p><strong>Customer Service Representative - Contract </strong></p><p><strong>Location: </strong>Remote (Central Time Zone) </p><p><strong>Duration: </strong>78 Weeks </p><p><strong>Pay: </strong>Available on W2 </p><p>We are seeking an experienced, detail-oriented Customer Service Representative to provide high-level support to internal teams and healthcare professionals. This role requires strong communication skills, a proactive mindset, and the ability to work independently in a remote environment. Candidates must be comfortable managing inquiries, resolving issues, and ensuring seamless service across multiple departments.</p><p><br></p><p>The Customer Service Representative will serve as a primary point of contact for sales teams, healthcare professionals, and internal departments. This role involves managing customer inquiries, resolving issues, documenting interactions, and ensuring timely communication to support business operations. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional customer service skills, and can effectively collaborate across teams.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide responsive, professional customer support in an independent, remote work environment.</li><li>Serve as the customer-facing voice, delivering solutions to inquiries and issues with accuracy and clarity.</li><li>Provide proactive updates on order status to support timely processing and billing.</li><li>Assess incoming requests and determine when escalations are required based on urgency or complexity.</li><li>Manage and document customer complaints in the CRM system.</li><li>Coordinate with internal departments—including Sales, Customer Service, Distribution, and Accounts Receivable—to ensure exceptional service and adherence to quality standards.</li><li>Deliver phone support for inquiries from sales teams and healthcare professionals.</li><li>Respond promptly, courteously, and professionally to support positive business relationships.</li><li>Process all tasks according to established procedures, policies, and standard operating guidelines.</li><li>Share constructive feedback and suggestions for improving internal processes and customer support practices.</li><li>Maintain a positive, cooperative, and solutions-focused attitude.</li><li>Support the Sales Department by researching and responding to questions received via phone, email, or fax.</li><li>Compile and analyze customer data to prepare product or service-related reports.</li><li>Potentially serve as a specialized representative for CSR or POC functions.</li><li>Perform additional duties as assigned.</li></ul><p><br></p>
<p><strong>📞 Bilingual Call Center / Social Services Resource Agent</strong></p><p> <strong>Non-Profit Organization – Contract to Hire</strong></p><p> <strong>Start: Early 2026 | Fully Onsite to Start | Hybrid Available Once Hired Permanently</strong></p><p>We are partnering with a local non-profit dedicated to supporting individuals and families in need. We are seeking <strong>compassionate, patient, and service-driven individuals</strong> who want a long-term opportunity in social services and genuinely enjoy helping people.</p><p>This is a <strong>contract-to-hire</strong> role with the opportunity to transition into a permanent position. Once permanent, employees may shift into a <strong>hybrid schedule</strong> based on performance and program needs.</p><p><br></p><p><strong>📌 Position Overview</strong></p><p>You will handle high-volume inbound calls from community members seeking assistance across a wide range of basic-need and support services. You’ll provide information, referrals, and guidance while ensuring every caller feels supported and understood. This is an excellent role for someone who is resourceful, empathetic, and passionate about helping vulnerable populations.</p><p><br></p><p><strong>📌 Key Responsibilities</strong></p><ul><li>Assist callers looking for <strong>emergency or temporary shelter</strong>, including situations involving safety concerns or housing instability.</li><li>Provide information on <strong>longer-term housing programs</strong>, affordability options, and rental support resources.</li><li>Offer general guidance related to <strong>tenant questions, rights, and navigating housing challenges</strong>.</li><li>Support callers seeking <strong>medical or mental health services</strong>, low-cost clinics, and general wellness programs.</li><li>Provide information on <strong>crisis support</strong>, counseling options, and public health resources.</li><li>Guide callers through <strong>community assistance programs</strong> for utility discounts, bill help, or energy-saving upgrades.</li><li>Explain available programs for households with <strong>medical or financial hardships</strong> needing additional support.</li><li>Document calls clearly and accurately while following established protocols.</li></ul><p><br></p><p><br></p>
<p>Robert Half has partnered with a growing firm within the Wilmington Delaware area on their search for a multi-tasking, Billing Specialist with e-billing expertise. As the Billing Specialist, you will oversee client invoicing, assist with the collections process, handle billing inquiries, assist with calendar management, complete accounts receivable/payable transactions, perform legal research, complete account reconciliations, and prepare legal documents as needed. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly. </p><p><br></p><p>What you get to do everyday</p><p>· Data entry of billing tickets/order entry</p><p>· Enter daily invoice transactions</p><p>· Process and reconcile billing</p><p>· Send and receive FedEx packages</p><p>· Update and maintain client accounts</p><p>· Provide administrative support</p><p>· Email follow-up on client inquiries</p><p>· Assist with billing projects as needed</p>
<p>Robert Half has partnered with a growing firm within the Wilmington Delaware area on their search for a multi-tasking, Billing Specialist with law firm billing expertise. As the Legal Billing Specialist, you will oversee client invoicing, assist with the collections process, handle legal billing inquiries, assist with calendar management, complete accounts receivable/payable transactions, perform legal research, complete account reconciliations, and prepare legal documents as needed. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly. </p><p><br></p><p>What you get to do everyday</p><p>· Data entry of billing tickets/order entry</p><p>· Enter daily invoice transactions</p><p>· Process and reconcile billing</p><p>· Update and maintain client accounts</p><p>· Provide administrative support</p><p>· Email follow-up on client inquiries</p><p>· Assist with billing projects as needed</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals.</p><p> </p><p> This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p> </p>
<p>We are seeking a friendly and professional Receptionist to serve as the first point of contact for our organization. The ideal candidate will be organized, approachable, and dedicated to providing excellent customer service to visitors and internal team members.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors, clients, and team members in a courteous and efficient manner.</li><li>Answer and direct phone calls, take messages, and respond to general inquiries.</li><li>Manage the reception area by maintaining a welcoming, organized, and tidy environment.</li><li>Schedule appointments, coordinate meeting room bookings, and support daily office operations.</li><li>Assist with mail distribution, deliveries, and basic administrative tasks as needed.</li></ul><p><br></p>
<p>Public Accounting Firm located in the Montgomery County area is looking to staff an Accounting Office Manager who can audit and review a high volume of tax returns while maintaining the day-to-day administrative operations. In this role, you will assist with accounting and administrative tasks in addition to: manage daily accounting activities, schedule office gatherings, oversee staff training, order office supplies, build and maintain strong customer relationships, ensure compliance with policies and procedures, and research industry development. This Accounting Office Manager must have proven knowledge of administrative practices, generally accepted accounting principles and human resources expertise</p><p><br></p><p>Major Responsibilities </p><p>· Oversee the accounts payable/receivable process</p><p>· Manage order entry transactions</p><p>· Order office supplies</p><p>· Reviewing/Auditing Tax Returns</p><p>· Assist with administrative support</p><p>· Data Management</p><p>· Maintain internal file/record keeping system</p><p>· Coordinate internal and external audits</p><p>· Spreadsheet Maintenance</p><p>· Draft email correspondence</p>
<p>Our client in El Cajon, CA is seeking an experienced and detail-oriented Senior Administrative Assistant to provide advanced administrative support to their leadership team. This role is ideal for a proactive professional who excels at managing multiple priorities, streamlining office operations, and ensuring the smooth functioning of daily activities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative support, including complex calendar management, meeting planning, and travel arrangements.</li><li>Prepare professional correspondence, reports, presentations, and maintain confidential documents.</li><li>Serve as liaison between management, staff, and external contacts to facilitate effective communication and workflow.</li><li>Manage project logistics, deadlines, and coordinate resources to ensure timely delivery of objectives.</li><li>Support expense reporting, budget tracking, and invoice processing.</li><li>Proactively identify opportunities to improve administrative processes and support the overall efficiency of the office.</li></ul><p><br></p>
<p>We are looking for a proactive and detail-oriented <strong>Part Time Administrative Assistan</strong>t to join a local organization in Bethlehem, Pennsylvania. This is a contract to hire position offering flexibility and the opportunity to grow with the company. The ideal candidate will thrive in a dynamic office environment and be ready to support various administrative tasks as needed.</p><p><br></p><p>Responsibilities:</p><ul><li>Provide administrative support to ensure efficient office operations.</li><li>Manage inbound calls and assist with inquiries in a detail-oriented manner.</li><li>Perform accurate data entry and maintain organized records.</li><li>Take on receptionist duties, such as greeting visitors and managing correspondence.</li><li>Collaborate with team members to tackle tasks and projects as required.</li><li>Utilize computer skills to create documents, spreadsheets, and presentations.</li><li>Maintain office supplies and equipment to ensure functionality.</li><li>Assist with scheduling and coordination of meetings and appointments.</li><li>Contribute to a positive and productive work environment by supporting colleagues when needed.</li></ul>
