We are looking for an experienced ABBYY OCR Consultant to join our team on a long-term contract basis in Cincinnati, Ohio. In this role, you will play a critical part in optimizing system configurations and connections to ensure high-volume invoice processing and seamless interface integration. This opportunity is ideal for a technical expert with a strong background in ERP/CRM systems and OCR solutions.<br><br>Responsibilities:<br>• Configure and optimize ABBYY Vantage systems to enable efficient invoice scanning and processing.<br>• Develop and implement connections to integrate scanned invoices with global ERP systems.<br>• Collaborate with stakeholders to identify and address technical requirements for system improvement.<br>• Utilize scripting and API development to enhance system functionality.<br>• Create and maintain detailed business requirement documents for project clarity.<br>• Perform configuration management to ensure system stability and scalability.<br>• Troubleshoot and resolve technical issues related to OCR and ERP system integration.<br>• Assist in the development of Salesforce solutions to complement system capabilities.<br>• Provide expert guidance on OCR technologies and their application within the organization.<br>• Monitor system performance and recommend improvements to maximize efficiency.
<p>We are looking for a motivated and adaptable Office Assistant to join our team in Silver Spring, Maryland. This is a contract position that requires a proactive individual with strong organizational skills and the ability to manage multiple tasks in an efficient office environment. You will play a key role in ensuring smooth daily operations by providing administrative support and assisting with office management responsibilities.</p><p>Responsibilities:</p><p>• Answer phones, greet visitors, and direct inquiries appropriately.</p><p>• Maintain office supplies and assist with purchasing and vendor coordination.</p><p>• Support document preparation, filing, and data entry tasks.</p><p>• Assist staff with scheduling and administrative projects.</p><p>• Handle incoming and outgoing correspondence.</p><p><br></p><p><br></p>
<p>We are a boutique SEC-registered investment advisory firm specializing in tax-efficient investment strategies for high-net-worth individuals and families. Our team of 6–10 professionals delivers comprehensive financial planning, portfolio management, and tax-optimized solutions with a personalized approach.</p><p><br></p><p>The Controller will oversee all aspects of the firm’s financial operations, including accounting, reporting, budgeting, and compliance support. This role requires a hands-on, detail-oriented finance professional who can manage daily accounting processes while contributing strategically to operational efficiency and financial planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manage the firm’s general ledger, journal entries, and month-end close processes.</li><li>Prepare financial statements, budgets, forecasts, and variance analyses.</li><li>Oversee accounts payable, receivable, payroll, and expense tracking.</li><li>Ensure regulatory compliance with SEC and state filing requirements in coordination with the Chief Compliance Officer.</li><li>Maintain internal controls and implement accounting best practices.</li><li>Support external audits and liaise with tax preparers and custodians.</li><li>Assist management with performance metrics, profitability analyses, and cost optimization.</li><li>Partner with leadership on strategic financial initiatives, including tax-efficient investment structures and operational planning.</li></ul><p><strong>INTERESTED AND QUALIFIED CANDIDATES PLEASE APPLY and reach out to Stefanie Furniss 786-897-7903 </strong></p>
We are looking for an experienced Staff Accountant to join our team in Grand Prairie, Texas. This role is integral to the financial operations of our company, requiring a meticulous individual to manage accounting processes and ensure accuracy in financial records. The ideal candidate will possess a strong understanding of accounting principles and expertise in analyzing financial data.<br><br>Responsibilities:<br>• Oversee daily accounting operations, including accounts payable, accounts receivable, and cash receipts.<br>• Manage and maintain the general ledger to ensure accurate financial recordkeeping.<br>• Prepare cash forecasts and conduct regular check runs to support financial planning.<br>• Track and manage fixed assets, ensuring proper documentation and compliance.<br>• Lead month-end and year-end closing processes, ensuring timely and accurate reporting.<br>• Analyze accounting data to generate financial statements and reports.<br>• Develop and enforce accounting policies and methods to maintain compliance and efficiency.<br>• Enhance accounting systems and procedures for improved operational performance.<br>• Create and maintain advanced spreadsheets, utilizing tools like Power BI.<br>• Process foreign currency payments and analyze data using Microsoft Business Central.
We are looking for a skilled Legal Assistant to join our team in Tampa, Florida, on a Contract to permanent basis. The ideal candidate will play an integral role in supporting complex litigation processes in federal and state courts, ensuring seamless operations and effective collaboration within the legal team. This position requires a detail-oriented individual with experience in trial preparation, discovery management, e-filing, scheduling, and intellectual property litigation.<br><br>Responsibilities:<br>• File legal documents electronically with federal and Florida state courts.<br>• Coordinate attorneys’ calendars, schedule client meetings, hearings, and track critical deadlines.<br>• Assist in drafting, proofreading, and editing legal documents and contracts to ensure accuracy and proper formatting.<br>• Maintain and organize both physical and electronic client files for easy access and updates.<br>• Review and prepare pre-bills for attorneys’ approval, ensuring all billing details are accurate.<br>• Draft client correspondence regarding invoices and address billing inquiries.<br>• Conduct new business intake processes, including conflicts checks and managing the opening and closing of client matters.<br>• Perform administrative tasks such as expense reporting, tracking client-related expenses, and handling general correspondence.<br>• Provide support for trial preparation, including organizing exhibits and documentation.<br>• Assist with trademark filings and matters involving the United States Patent and Trademark Office as needed.
<p>We are looking for an experienced Accounts Payable Specialist to join our team in Worcester Massachusetts. In this role, you will handle a variety of financial tasks, including invoice management, expense processing, and tax document preparation. The ideal candidate is detail-oriented, reliable, and skilled in maintaining organized records while ensuring accuracy in financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Accurately enter invoices into the accounts payable system and ensure timely processing.</p><p>• Manage vendor files and maintain comprehensive financial records for easy retrieval.</p><p>• Review and process employee expense reimbursements with precision and compliance.</p><p>• Assign appropriate coding to invoices to ensure proper allocation of expenses.</p><p>• Assist in the preparation and distribution of year-end tax documents, including Form 1099s.</p><p>• Provide support in payroll and other accounting functions through cross-training initiatives.</p><p>• Analyze financial data and documents to identify discrepancies and resolve issues.</p><p>• Collaborate with team members to enhance workflow efficiency and maintain high standards.</p><p>• Ensure compliance with company policies and accounting regulations in all tasks.</p>
<p>We are looking for an experienced SEC Reporting Manager to join our team in Stamford, Connecticut. <strong>This role offers an exciting opportunity to contribute to a dynamic and growing organization, with significant potential for growth and equity rewards.</strong> As part of the leadership team, you will play a crucial role in ensuring compliance with SEC regulations while driving impactful financial reporting processes. For immediate consideration send resumes to Jennifer.Beilin@Roberthalf (dotcom)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and review SEC filings, including Forms 10-K, 10-Q, and 8-K, ensuring accuracy and compliance with regulations.</li><li>Collaborate with cross-functional teams to gather and analyze financial data for reporting purposes.</li><li>Oversee the implementation and maintenance of software for streamlined reporting processes.</li><li>Ensure timely submission of all required filings while maintaining high-quality standards.</li><li>Monitor changes in SEC regulations and accounting standards to ensure compliance.</li><li>Identify opportunities for process improvements in financial reporting and compliance.</li><li>Assist with special projects related to financial reporting and corporate governance.</li></ul><p><strong>Requirements:</strong></p><ul><li>Must have 7+ years of experience preparing and filing forms related to publicly traded firms (ie 10-K, 10-Q, and 8-K)</li><li>Must have Bachelor's Degree</li><li>CPA designation is required.</li></ul><p><br></p>
We are looking for an experienced Accounts Payable Specialist to join our team in Ossining, New York. This role offers a great opportunity to work on a long-term contract basis, involving diverse and challenging tasks in accounts payable. The ideal candidate will bring strong organizational skills and attention to detail, ensuring the smooth operation of financial processes.<br><br>Responsibilities:<br>• Manage the complete accounts payable cycle, including invoice processing and payment scheduling.<br>• Perform three-way matching of purchase orders, invoices, and receipts to ensure accuracy.<br>• Reconcile bank statements and credit card transactions on a regular basis.<br>• Code invoices accurately and prepare them for approval.<br>• Handle month-end accounts payable tasks, ensuring all transactions are properly recorded.<br>• Generate ad hoc financial reports as needed to support business operations.<br>• Conduct weekly check runs and process Automated Clearing House (ACH) payments.<br>• Oversee accounts payable functions for both the primary company and its smaller subsidiary.<br>• Utilize Epicor and Concur software to manage accounts payable workflows efficiently.
<p>We are looking for an experienced and dependable <strong>Bookkeeper</strong> to join our dynamic finance team. This role requires a strong grasp of essential financial functions, including accounts payable, accounts receivable, and payroll processes. The ideal candidate will demonstrate exceptional organizational skills, high attention to detail, and the ability to manage tasks efficiently and with accuracy.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately maintain and reconcile the general ledger, ensuring all records are up-to-date and precise.</li><li>Oversee all accounts payable activities such as processing, reviewing, and coding payments.</li><li>Manage accounts receivable tasks, including invoicing, deposits, collections, and revenue recognition.</li><li>Prepare payroll reports and execute payroll processing for employees.</li><li>Handle bank deposits and consistently provide financial updates to management.</li><li>Conduct monthly reconciliation for all company bank accounts.</li></ul><p><br></p>
<p>We are looking for a driven and intellectually curious Attorney who has some real estate exposure or a laser focused interest in complex commercial real estate. Our client is an established firm with a steady and complex flow of high stakes deals. </p><p><br></p><p>Responsibilities:</p><p>• Maintain and manage detailed checklists to ensure all necessary documents are prepared and parties are held accountable.</p><p>• Draft various real estate and corporate documents, including purchase, sale, and financing agreements.</p><p>• Conduct thorough reviews of title and survey documents to identify and resolve any discrepancies.</p><p>• Collaborate with stakeholders to facilitate smooth real estate closings and ensure compliance with legal requirements.</p><p>• Monitor timelines and deadlines to ensure all aspects of the closing process are completed efficiently.</p><p>• Provide guidance and support in the preparation and execution of agreements related to financing and property transactions.</p><p>• Verify the accuracy and completeness of all documentation prior to submission and finalization.</p><p>• Assist in resolving any issues or challenges that may arise during the closing process.</p><p>• Ensure all legal procedures and standards are upheld throughout each transaction.</p>
We are looking for a motivated Entry Level Accountant to join a dynamic manufacturing company in Auburn, Maine. This role is ideal for individuals eager to develop their accounting skills while contributing to a fast-paced and growing organization. The position offers strong mentorship opportunities, comprehensive benefits, and potential for hybrid work flexibility upon completion of training.<br><br>Responsibilities:<br>• Handle full-cycle accounts payable processes, ensuring accuracy and timeliness.<br>• Assist with recurring journal entries to support month-end and year-end accounting activities.<br>• Participate in various accounting projects, contributing to their successful completion.<br>• Collaborate with team members to maintain accurate financial records and reporting.<br>• Monitor and reconcile accounts receivable transactions to ensure proper documentation.<br>• Provide support in analyzing financial data to identify discrepancies or trends.<br>• Maintain organized and up-to-date accounting files and records.<br>• Communicate effectively with internal teams and external vendors to resolve accounting-related inquiries.<br>• Assist in preparing reports and documentation for audits or compliance reviews.<br>• Support continuous improvement initiatives to enhance accounting processes and workflows.
<p>We are looking for a skilled Data Security Analyst to protect and secure critical organizational assets. This role involves assessing vulnerabilities, implementing security solutions, and ensuring rapid resolution of incidents to maintain system integrity. The ideal candidate will collaborate with various teams to develop and enforce security strategies that minimize risk while supporting business operations.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate and address vulnerabilities in the organization's infrastructure to enhance overall security.</p><p>• Implement and recommend security measures to safeguard digital assets and minimize risks.</p><p>• Investigate security incidents, mitigate potential loss, and restore system functionality promptly.</p><p>• Collaborate with business units to align security strategies with organizational goals.</p><p>• Develop and enforce cybersecurity policies and procedures to ensure compliance and best practices.</p><p>• Utilize SIEM tools to monitor and analyze security events, identifying potential threats.</p><p>• Provide guidance on application security to protect against unauthorized access and data breaches.</p><p>• Stay informed on the latest cybersecurity trends and technologies to proactively address emerging threats.</p><p>• Conduct regular security assessments and audits to ensure system integrity.</p><p>• Train team members and stakeholders on security protocols and awareness.</p><p><br></p><p>M/D/V after 30 days</p><p>Life/Disability yes</p><p>401K after 1 year</p><p>Vacation 10 days Holidays 9 sick time </p>
<p>We are hiring a dependable and personable <strong>Client Support Representative</strong> to join a well-respected organization in the Quad Cities. This role offers a welcoming workplace and opportunities for flexibility. If you enjoy helping customers, staying organized, and working in a team-oriented environment, this could be a great fit!</p><p><br></p><p><strong><u>How to Apply</u></strong></p><p>Submit your application today or call our office at 563-359-3995 to learn more! Lydia, Christin, or Erin are great points of contact.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Respond to incoming calls from clients and provide clear, friendly, and professional assistance.</li><li>Identifying the customer needs and matching them to the right services.</li><li>Record and update customer details accurately.</li><li>Communicate important information to internal teams to ensure smooth follow-up.</li></ul>
<p>Robert Half Management Resources is currently looking for a HR Business Process Analyst to support a 3-6 month Business Process Mapping client engagement. We are looking for someone skilled in Business Process Mapping using Lucidchart or Blueworks software, and who ideally has worked with HR Operations processes. This role will work with senior and executive-level stakeholders to understand and document/map all HR related business process in preparation for a larger scale ERP implementation. This role is expected to last several months and can be done 100% remotely.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and map existing HR processes using tools like Blueworks or Lucidchart, identifying areas for improvement.</p><p>• Conduct senior and executive-level stakeholder interviews to understand and document business processes</p>
<p>We are seeking a detail-oriented and organized <strong>Bookkeeper</strong> to join a growing team. The ideal candidate will have strong accounting knowledge, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Maintain accurate financial records, including accounts payable and accounts receivable</li><li>Process invoices, payments, and expense reports</li><li>Reconcile bank and credit card statements</li><li>Assist with month-end and year-end closing activities</li><li>Prepare and maintain general ledger entries</li><li>Generate financial reports and support management with data analysis as needed</li><li>Ensure compliance with company policies and accounting standards</li><li>Communicate with vendors, clients, and internal departments to resolve discrepancies</li></ul><p><br></p>
We are looking for an experienced Bookkeeper to join our team in Pittsburgh, Pennsylvania. In this Contract-to-permanent position, you will play a key role in managing financial transactions and ensuring the accuracy of our accounting records. This is an excellent opportunity for someone skilled in bookkeeping and eager to contribute to a dynamic work environment.<br><br>Responsibilities:<br>• Manage day-to-day transactional accounting tasks, including accounts payable and accounts receivable processes.<br>• Perform regular bank reconciliations to ensure financial accuracy and resolve discrepancies.<br>• Utilize QuickBooks to maintain organized and up-to-date financial records.<br>• Prepare and review financial reports to support business decisions and compliance requirements.<br>• Verify and record invoices, payments, and receipts in accordance with company policies.<br>• Collaborate with other departments to address financial inquiries and provide necessary documentation.<br>• Maintain accurate records of all financial transactions for audits and tax purposes.<br>• Assist in month-end and year-end closing activities, ensuring deadlines are met.<br>• Monitor and manage cash flow to support operational needs.<br>• Identify areas for process improvement within bookkeeping tasks and implement solutions.
We are looking for a detail-oriented Human Resources Administrator to join our team on a contract basis in Long Beach, California. In this role, you will handle a variety of HR-related functions including managing leave administration processes, recruitment tasks, and ensuring compliance with employment laws and policies. This position is ideal for someone with a strong background in HR administration and legal correspondence, who thrives in a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Coordinate and oversee employee leave requests, ensuring they meet eligibility criteria and are compliant with documentation requirements.<br>• Manage the administration of leave processes, including handling paperwork, determining leave eligibility, and maintaining accurate records.<br>• Facilitate state disability and unemployment claims, including preparing necessary documentation and assisting with appeals.<br>• Maintain communication with employees on leave, acting as a liaison between employees and their managers to ensure smooth transitions.<br>• Provide guidance to managers and employees on the intersection of leave policies, paid time off, workers’ compensation, and disability benefits.<br>• Support recruitment efforts by posting job advertisements, screening applications, and scheduling interviews.<br>• Assist with onboarding processes, including conducting background checks and ensuring completion of new employee paperwork.<br>• Monitor employee time entry submissions, resolving discrepancies and ensuring compliance with company policies.<br>• Ensure all HR practices align with federal, state, and local employment regulations.<br>• Maintain confidentiality of employee records, including medical documentation and other sensitive information.
<p><strong>Intake & Conflicts Coordinator – Direct Hire Opportunity</strong></p><p>📍 <em>Location: </em>Downtown Dallas (Hybrid)</p><p>💼 <em>Full-Time | Law Firm | Competitive Salary + Benefits</em></p><p>Are you detail-oriented and experienced in new business intake and conflicts? We’re partnering with a leading law firm to find a skilled <strong>Intake & Conflicts Coordinator</strong> to join their dynamic administrative team. In this role, you’ll be a key player in supporting attorneys and staff by conducting conflict searches, maintaining client/matter data, and ensuring compliance with internal procedures — all while protecting the confidentiality of sensitive information.</p><p><br></p><p><strong>🔍 Key Responsibilities:</strong></p><ul><li>Conduct conflict of interest searches for new business intake and lateral hire candidates.</li><li>Analyze and summarize search results to attorneys, providing clear and actionable insights.</li><li>Maintain accurate records and update client and matter billing information in the firm’s database.</li><li>Open new matters, manage updates, and assist with closure and archival processes.</li><li>Provide responsive and professional support to attorneys, legal staff, and clients.</li><li>Manage administrative tasks to ensure the integrity of the conflicts database.</li><li>Maintain strict confidentiality while communicating professionally with attorneys, staff, and clients.</li><li>Call Rosie Jones at 214-999-0909</li></ul>
<p>We are seeking an Executive Assistant to provide comprehensive support to the organization’s CEO. You will play a crucial role in managing their day-to-day activities, ensuring efficiency, and fostering effective communication across all levels of the organization. The role is working for an IT Firm in the Reston area and is primarily remote. THE ROLE REQUIRES SECRET OR TOP SECRET CLEARANCE. The successful candidate is energetic and resourceful, thrives in a fast-paced environment and enjoys taking initiative and problem-solving. You are ambitious, perceptive, articulate and a mature multi-tasker with outstanding writing, research and organizational skills. No coaching necessary on the basics. You’ve already mastered them. You’re hungry for exposure and experience in all aspects of the organization and will have the opportunity to work on a variety of exciting projects and initiatives. You will serve as a primary point of contact for internal and external constituencies including senior management, board members, donors, renowned scientists and various representatives from the media, academic and creative communities.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage calendars: schedule meetings, appointments, and organize conference calls; manage all aspects of out-of-office travel with precision and attention to detail.</li><li>Manage CEO’s contacts database.</li><li>Act as a primary point of contact for internal and external stakeholders, managing emails, calls, and correspondence with professionalism and discretion.</li><li>Organize and prioritize incoming requests and information, ensuring the CEO and Co-founder are well-informed and prepared for upcoming commitments.</li><li>Prepare agendas, take meeting minutes, and follow up on action items to drive accountability and progress on key initiatives.</li><li>Be a prudent/professional, yet affable/approachable gatekeeper.</li><li>Have an ear to the ground to surface successes and challenges faced by staff.</li><li>Handle administrative tasks such as expense reports, document preparation, and bookings of meeting spaces, to enhance operational efficiency.</li><li>Uphold strict confidentiality regarding sensitive information and executive decisions, demonstrating integrity and discretion in all interactions.</li><li>Schedule Board of Director meetings and oversee onsite details including venue and catering, and preparation and distribution of Board materials.</li><li>Assist in the execution of special projects and initiatives, collaborating with cross-functional teams to meet deadlines and deliver exceptional results. Plan events including lunches, dinners, and social gatherings, and assist in development and fundraising projects with high-level donors.</li><li>Approach new tasks and responsibilities with care and enthusiasm.</li><li>MUST HAVE SECRET OR TOP SECRET SECURITY CLEARANCE!</li></ul><p><br></p><p> All interested candidates in this Executive Assistant opportunity and other fulltime opportunities in Accounting Operations please send your resume to Ian Gainor via LinkedIn. </p>
We are looking for a dedicated Receptionist to join our team on a long-term contract basis in North Syracuse, New York. This role requires excellent customer service skills and the ability to handle administrative tasks efficiently in a fast-paced environment. If you enjoy engaging with people and have a keen eye for detail, this position offers an excellent opportunity to make an impact.<br><br>Responsibilities:<br>• Welcome and assist customers in a detail-oriented and friendly manner.<br>• Review and organize customer documents to ensure accuracy and completeness.<br>• Manage the flow of customers using a queuing system to maintain efficiency.<br>• Conduct vision tests and record results accurately.<br>• Input passing vision test results into the system to update records.<br>• Provide guidance to customers using self-service kiosks.<br>• Capture customer photos for driver's license processing.<br>• Collaborate with team members to ensure smooth daily operations.<br>• Maintain an organized workspace and assist with administrative tasks as needed.
We are looking for a detail-oriented Accounts Receivable Clerk to join our team on a contract basis in Beaufort, South Carolina. In this role, you will manage key financial processes such as billing, collections, and cash applications to ensure smooth operations within the manufacturing industry. This position offers an excellent opportunity for professionals with strong organizational and analytical skills to contribute to a dynamic team.<br><br>Responsibilities:<br>• Process and manage accounts receivable transactions with accuracy and efficiency.<br>• Handle commercial collections to ensure timely payments and resolve discrepancies.<br>• Apply cash payments to customer accounts while maintaining detailed records.<br>• Collaborate with internal teams to address billing inquiries and provide solutions.<br>• Reconcile account statements and ensure alignment with financial records.<br>• Monitor outstanding balances and proactively follow up on overdue accounts.<br>• Generate and analyze reports to track accounts receivable performance.<br>• Support the implementation and improvement of cash collection procedures.<br>• Assist in ensuring compliance with company policies and financial regulations.<br>• Maintain organized documentation for audits and financial reviews.
<p>We are in search of a Personal Injury Paralegal to join our client's growing Plaintiff's law firm in Center City, Philadelphia, Pennsylvania. In this role, you will be involved in various aspects of legal work in the industry, including calendar and case management, document management, and handling legal software. Your responsibilities will primarily revolve around complaints, litigation, medical records, motions, and pleadings.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage calendars and coordinate meetings, court deadlines, and other events</p><p>• Utilize case management software to track, manage, and update legal proceedings</p><p>• Handle document management tasks including organizing, storing, and retrieving legal documents as needed</p><p>• Efficiently operate legal software to aid in case preparation and management</p><p>• Respond to and manage complaints in a professional and timely manner</p><p>• Engage in various aspects of litigation including preparation, investigation, and research</p><p>• Maintain and manage medical records related to personal injury cases</p><p>• Draft, revise, and file motions to aid in the legal process</p><p>• Prepare and file pleadings in compliance with court rules and procedures</p><p>• Use LexisNexis for legal research and to aid in case preparation</p>
<p>We are looking for a dedicated licensed <strong>Financial Advisor </strong>to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.</p><p>• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.</p><p>• Analyze market trends and investment opportunities to recommend effective portfolio strategies.</p><p>• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.</p><p>• Expand the client base through networking, referrals, and community outreach efforts.</p><p>• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.</p><p>• Provide clients with education and guidance on financial strategies, investment options, and market trends.</p><p>• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.</p><p>• Utilize financial tools and software to streamline planning and investment processes.</p>
We are looking for a Senior Software Engineer with expertise in full-stack development to lead the creation of innovative tools that optimize sales processes and dealership operations. This role requires close collaboration with product managers and stakeholders to deliver impactful solutions while mentoring a team of engineers. The ideal candidate will have a strong technical background and a passion for building scalable, high-performance systems.<br><br>Responsibilities:<br>• Design and develop tools to streamline sales workflows, dealership management, and client onboarding.<br>• Collaborate with product managers and stakeholders to determine requirements and deliver effective technical solutions.<br>• Architect and implement both backend services and user-friendly frontend interfaces.<br>• Provide mentorship and technical guidance to two full-stack engineers, fostering their growth and development.<br>• Integrate third-party APIs and internal systems to automate manual processes and improve efficiency.<br>• Oversee the entire lifecycle of feature delivery, ensuring robustness, scalability, and reliability.<br>• Conduct code reviews and participate in architectural discussions to maintain high coding standards.<br>• Work cross-functionally to align technical direction with business goals.
We are looking for a motivated Inside Sales Representative to join our team in Elkhart, Indiana. In this role, you will play a key part in supporting sales operations by managing customer relationships, handling inquiries, and ensuring seamless post-sales processes. This is a Contract-to-permanent position, offering an excellent opportunity to grow your career in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Build and maintain strong relationships with clients by addressing their inquiries and providing excellent customer service.<br>• Manage a portfolio of customer accounts, ensuring timely follow-ups to drive satisfaction and retention.<br>• Update and adjust pricing terms, including providing and applying appropriate pricing discounts.<br>• Process and manage order entries accurately and efficiently to meet customer expectations.<br>• Utilize Salesforce to track customer interactions, maintain records, and generate reports to support sales activities.<br>• Collaborate with sales and customer service teams to ensure seamless communication and alignment.<br>• Respond to inbound sales inquiries and provide necessary information to assist potential and existing customers.<br>• Proactively identify opportunities for upselling and cross-selling to meet sales targets.<br>• Assist in resolving post-sales issues, ensuring customer satisfaction and loyalty.<br>• Contribute to the development and improvement of sales strategies and processes.
