<p>This role offers an opportunity to support women at all stages of life—from adolescence to menopause—by assisting providers in delivering comprehensive, personalized, and respectful care. Ideal for someone with strong communication skills, empathy, and a genuine interest in women’s health. No phlebotomy required.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Welcome patients and help create a calm, comfortable, and professional environment.</li><li>Prepare patients for exams and procedures related to gynecology, family planning, fertility, and prenatal care.</li><li>Record and update patient health information, including vital signs and medical history, in the electronic medical record (EMR).</li><li>Assist providers during exams, routine screenings, and in-office procedures (such as Pap smears or IUD insertions).</li><li>Maintain exam rooms—restocking supplies, cleaning surfaces, and ensuring readiness for each patient.</li><li>Support patient education by providing information on women’s health topics, prenatal care instructions, and preventive screenings as directed by the provider.</li><li>Coordinate scheduling, referrals, and follow-up appointments to ensure continuity of care.</li><li>Manage patient calls, messages, and documentation with professionalism and confidentiality.</li><li>Collaborate closely with physicians, nurses, and administrative staff to promote an efficient, team-based environment.</li></ul><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013318370**</p>
<p>We are looking for a Medical Front Desk Specialist to join our team in San Francisco, California. This is a contract position within the healthcare industry, providing critical administrative support to ensure smooth operations at a high-performing ambulatory surgery center. The ideal candidate will bring professionalism, attention to detail, and excellent customer service skills to maintain the highest standards of patient care.</p><p><br></p><p>This is a Part-time role. Daily Hours will be 5:30AM-11:30AM Monday-Friday</p><p>Free parking & scrubs provided at this office </p><p><br></p><p>Responsibilities:</p><p>• Oversee front desk operations, including billing, payment collection, and maintaining a welcoming and clean environment for patients.</p><p>• Handle patient records using electronic charting systems while ensuring compliance with privacy regulations.</p><p>• Provide administrative support to clinic staff, including scheduling and coordinating tasks.</p><p>• Facilitate communication with patients and staff through answering inbound calls and addressing inquiries.</p><p>• Assist in ordering lunches and managing supplies for medical staff.</p><p>• Utilize EHR systems to input and manage patient data efficiently.</p><p>• Prepare and maintain accurate charts, graphs, and reports for clinic operations.</p><p>• Support budgeting and basic bookkeeping tasks for clinic administration.</p><p>• Ensure compliance with organizational policies and healthcare standards.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013308558**</p><p><br></p>
<p>Our client is looking for a skilled Litigation Attorney with a strong background in medical malpractice or personal injury law to join their legal team. While the majority of the team operates remotely, there is certainly opportunity to work in office in Baltimore or Howard County. This role is ideal for mid-level associates with at least four years of relevant experience and excellent research, analytical, and writing skills. The position requires admission to the Maryland Bar or eligibility to be barred in the state.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and analysis to support case strategies.</p><p>• Identify, research, and recommend expert witnesses for cases.</p><p>• Lead depositions and interview witnesses and experts to gather critical information.</p><p>• Assist in trial preparation, including acting as Second Chair during trials.</p><p>• Provide sound legal counsel and advice to clients on case strategies and outcomes.</p><p>• Draft and prepare motions, pleadings, and other essential legal documents.</p><p>• Manage discovery processes, including document review and evidence collection.</p><p>• Collaborate with colleagues and clients to ensure successful case outcomes.</p><p>• Maintain up-to-date knowledge of laws and regulations related to medical malpractice and personal injury cases.</p>
<p>We are looking for an Admissions Representative to join our team in Boynton Beach, Florida. In this role, you will play a vital part in guiding prospective students through the enrollment process, ensuring a seamless and positive experience. Your work will contribute to the success of student recruitment, application processing, and records management while supporting the overall goals of the admissions team.</p><p><br></p><p>Responsibilities:</p><p>• Manage the recruitment process by engaging with prospective students and promoting program offerings.</p><p>• Assist with processing student applications and maintaining accurate enrollment records.</p><p>• Communicate effectively with applicants to provide guidance and address inquiries regarding admissions.</p><p>• Deliver exceptional customer service to ensure prospective students feel supported throughout the enrollment process.</p><p>• Participate in organizing and hosting new student orientation sessions, particularly focusing on nursing program expectations.</p><p>• Perform administrative tasks to support the admissions team and maintain efficient operations.</p><p>• Handle incoming calls and inquiries with professionalism and provide detailed information about enrollment procedures.</p><p>• Collaborate with other departments to ensure a cohesive approach to student services.</p><p>• Support additional enrollment and student service activities as needed.</p>
Qualifications:<br>• Associate degree, preferably in finance, health, business administration or a related field<br>• Fluency in applicable office technology and software, including Microsoft 365 and its <br>component parts<br>• Written and verbal communication skills<br>• Excellent interpersonal skills<br>• Experience in quality improvement, compliance, and/or insurance preferred<br>• Aflexible schedule to accommodate communicationwith working families<br>• Bi-lingual English/Spanish preferred<br>Core Competencies:<br>• Conveys ideas and facts, both verbally and in writing, using language that others will <br>best understand; listens with undivided attention while seeking to understand<br>• Makes decisions with knowledge of facts, goals, constraints, and risks within the <br>scope of their position, including consideration of the health and safety of all <br>stakeholders<br>• Develops solution-focused and creative ideas when problem solving and working to <br>achieve goals<br>• Takes personal responsibility for the quality and timeliness of work, is resourceful <br>and achieves results with little oversight<br>• Adapts to changing business needs, conditions, andwork responsibilities<br>• Displays an on-going commitmentto learning and professional development; <br>responds positively to coaching and feedback<br>• Facilitates collaborative, professional, and productive relationships with all agency <br>stakeholders<br>• Supports a work environment that embraces and appreciates diversity<br>• Strong ability to work independently, manage multiple complex and high priority <br>assignments<br>2 August 2025<br>Responsibilities and Skills Required:<br>• Communicate with families via phone to ensure the timeliness and quality of service <br>delivery is provided in accordance with contracted standards; skills include<br>o A true interest in and enthusiasm for direct communication with the families <br>we serve<br>o Effective communication with families whose healthcare system knowledge <br>may be limited<br>o Troubleshooting<br>o Ability to process complaints<br>o De-escalation<br>o Directitems of concern to the appropriate staff member for follow-up<br>o Record details of family contacts and actions taken if any<br>o Develop quarterly reports based on the data collected<br>• Complete monthly auditing youth charts, including:<br>o Review of family and youth charts to ensure the amount, timeliness and <br>quality of service delivery is provided in accordance with contracted <br>standards; skills include<br> Attention to detail<br> Efficient use of resources<br> Efficienttime management<br> Strong organizational skills<br>• At the instruction of the Compliance Supervisor, process family medical records requests<br>• Maintain strict confidentiality of all compliance matters, including<br>information and processes<br>• Provide additional data reporting and
We are looking for a skilled Administrative Assistant to join our team in Buffalo, New York. In this long-term contract position, you will play a vital role in ensuring the smooth operation of office activities, assisting with detailed correspondence, and maintaining organizational systems. If you excel in multitasking and have a keen eye for detail, we encourage you to apply.<br><br>Responsibilities:<br>• Manage incoming mail by sorting and distributing it efficiently.<br>• Draft responses to incoming correspondence and review outgoing communications for accuracy.<br>• Coordinate and schedule meetings and travel arrangements for staff.<br>• Organize and maintain both physical and electronic filing systems.<br>• Serve as the primary liaison between staff, employees, and the public to facilitate information flow.<br>• Utilize Microsoft Office tools to create reports, correspondence, and other essential documents.<br>• Perform scanning and save documents in electronic formats as required.<br>• Enter data accurately into Microsoft Access, Excel, and Word documents.<br>• Operate office equipment, such as scanners and fax machines, with proficiency.<br>• Take on additional tasks as needed to support office operations.
<p>We are looking for an Administrative Assistant to join a non-profit organization. This is a contract position requiring on-site work, with responsibilities focused on supporting clients and ensuring efficient administrative operations. The ideal candidate will be bilingual in English and Spanish and possess excellent organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer service to clients by addressing inquiries and ensuring a welcoming experience.</p><p>• Assist with the client intake process, including gathering relevant information and documentation.</p><p>• Obtain and manage medical records from clients as part of case preparation.</p><p>• Help clients with completing applications for Social Security disability benefits.</p><p>• Answer inbound and outbound calls, addressing client needs and scheduling appointments.</p><p>• Maintain accurate records through data entry and document management.</p><p>• Coordinate and manage email correspondence in a timely and organized manner.</p><p>• Use Microsoft Office tools, including Word, Excel, Outlook, and PowerPoint, for various administrative tasks.</p><p>• Ensure schedules are organized and appointments are confirmed for clients and staff.</p>
<p>Are you a detail-oriented individual with strong organizational skills and a knack for administrative tasks? A property management company in the Edgewater area is seeking a <strong>Part-Time Administrative Assistant</strong> (16 hours) to support their operations. This role offers flexibility and an opportunity to work in the dynamic property management field. If you enjoy multitasking and thrive in an administrative role, we’d love to hear from you!</p><p><br></p><p>Responsibilities:</p><p>• Oversee the front desk area to ensure a welcoming and detail-oriented environment.</p><p>• Receive and sign for packages and direct visitors to appropriate personnel or locations.</p><p>• Handle incoming calls, providing prompt and courteous assistance to callers.</p><p>• Perform various administrative tasks, including data entry and email correspondence.</p><p>• Schedule appointments and maintain accurate calendar records.</p><p>• Utilize Microsoft Office applications such as Excel, Outlook, Word, and PowerPoint for document preparation and reporting.</p><p>• Assist with organizing and coordinating meetings as needed.</p><p>• Provide support for inbound and outbound call management.</p><p>• Maintain accurate records and ensure data is properly filed and accessible.</p>
<p>We are looking for a highly organized Administrative Assistant to join our team in Long Beach, California. This contract position focuses on providing comprehensive administrative support and ensuring smooth daily operations within a healthcare and social assistance environment. Ideal candidates will demonstrate strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming calls professionally, ensuring inquiries and requests are addressed promptly.</p><p>• Perform accurate data entry and maintain organized records for administrative purposes.</p><p>• Coordinate events, including charity and community initiatives, to support organizational goals.</p><p>• Assist with general office duties, such as scheduling, filing, and maintaining supplies.</p><p>Some experience with marketing </p><p>• Serve as the first point of contact for visitors, providing excellent reception and support.</p><p>• Collaborate with team members to execute fundraising and philanthropic activities.</p><p>• Manage calendars and appointments to ensure efficient scheduling.</p><p>• Support the use of software tools, including Raiser's Edge and Blackbaud, for event coordination and data management.</p><p>• Prepare reports and presentations to assist with decision-making processes.</p><p>• Contribute to the planning and execution of community and healthcare-related events.</p>
<p>Are you a passionate property management professional with a drive to make a difference in communities? Do you have a proven track record of successfully managing affordable housing properties while ensuring regulatory compliance and tenant satisfaction? If so, we want to hear from you!</p><p><br></p><p><strong>Position Overview</strong></p><p>We are seeking an experienced and dedicated <strong>Property Administrative Assistant</strong> to oversee day-to-day operations at one or more affordable housing communities. The ideal candidate will bring exceptional management skills, a deep understanding of affordable housing regulations (e.g., LIHTC, HUD, Section 8), and a people-first approach to fostering vibrant and thriving communities.</p><p><br></p><p><strong>Preferred Experience:</strong></p><p><strong>Administrative Support:</strong></p><ul><li>Provide <strong>comprehensive administrative support</strong> to property managers and staff.</li><li>Manage documentation and correspondence efficiently, ensuring all required forms and records are accurately processed.</li><li>Resolve minor tenant inquiries via phone/email or route them to relevant departments.</li><li>Support lease renewals, affordable housing compliance forms, and other operational needs.</li></ul><p><strong>Tenant Relations:</strong></p><ul><li>Act as the <strong>primary point of contact</strong> for tenants, fostering positive relationships and addressing concerns professionally.</li><li>Assist with <strong>tenant onboarding</strong> processes, explaining lease agreements and compliance requirements for affordable housing units.</li></ul><p><strong>Record Keeping & Reporting:</strong></p><ul><li>Maintain <strong>accurate tenant files</strong>, including legal and financial records, ensuring compliance with housing regulations at federal, state, and local levels.</li><li>Prepare <strong>monthly reports</strong> for management, summarizing <strong>occupancy rates</strong>, <strong>rent collections</strong>, <strong>delinquencies</strong>, and <strong>maintenance requests</strong></li></ul>
<p>We are looking for an experienced <strong><em>Administrative Assistant</em></strong> to join a Healthcare organization in Honolulu, Hawaii. This is a long-term contract position that requires a detail-oriented individual with strong organizational skills and the ability to manage multiple tasks independently. The ideal candidate will play a key role in supporting day-to-day operations, coordinating meetings, and maintaining essential documentation.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and maintain accurate meeting minutes during monthly board meetings, either in person or via virtual platforms.</p><p>• Develop and manage Excel spreadsheets for tracking data and creating detailed reports.</p><p>• Compose clear and concise correspondence and ensure timely distribution of meeting materials.</p><p>• Collaborate with the Secretary to gather and finalize meeting minutes.</p><p>• Organize and self-manage tasks to ensure all administrative duties are completed efficiently.</p><p>• Utilize office software, including Microsoft Word and Excel, to create and update documents and reports.</p><p>• Respond to inbound and outbound calls, providing prompt and courteous communication.</p><p>• Maintain vendor relations and assist with correspondence as needed.</p><p>• Perform basic website updates and maintenance to ensure information is current.</p><p>• Operate standard office equipment to support daily operations.</p>
We are looking for a detail-oriented Administrative Coordinator to join our team in Minneapolis, Minnesota. In this long-term contract position, you will play a key role in ensuring smooth administrative operations, supporting various projects, and maintaining effective communication across teams. This is an excellent opportunity to work in the healthcare industry and be part of a dynamic environment.<br><br>Responsibilities:<br>• Schedule and organize conference calls to support multiple projects.<br>• Transcribe audio recordings and edit webinar content for clarity and accuracy.<br>• Update and maintain website content to ensure timely and relevant information.<br>• Take detailed notes during both virtual and in-person meetings to capture key information.<br>• Manage event processes, including logistics and preparation.<br>• Review applications and ensure all required information is accurate and complete.<br>• Coordinate communication with recipients regarding travel arrangements and registration details.<br>• Print and mail award certificates as needed to support recognition initiatives.<br>• Oversee chapter mailings to maintain effective communication with members.<br>• Process chapter rosters and update the chapter map to reflect accurate data.
We are looking for an Administrative Assistant to support the Risk Department within the Quality Division of a healthcare facility in Northridge, California. This is a contract position lasting approximately three months, where you will play a vital role in editing, organizing, and maintaining hospital policies. The ideal candidate will bring strong organizational skills, attention to detail, and a commitment to ensuring smooth operations within a fast-paced environment.<br><br>Responsibilities:<br>• Provide comprehensive administrative and clerical support to the Risk Department, ensuring tasks are completed accurately and on time.<br>• Assist in editing, formatting, and managing hospital policies to meet compliance standards and organizational requirements.<br>• Perform data entry and maintain electronic files for efficient document management.<br>• Utilize Microsoft Office tools and other software to create, edit, and organize documents effectively.<br>• Collaborate with team members to meet project deadlines and uphold quality standards.<br>• Organize and prioritize multiple tasks to ensure smooth day-to-day operations.<br>• Maintain a meticulous approach in all communications, both internally and externally.<br>• Support general office duties such as answering calls and managing correspondence when needed.
<p>We are looking for a dedicated Administrative Assistant to join our team on a contract and part time basis in Deerfield Beach, Florida. This role requires a flexible and detail-oriented individual to provide essential support in a busy medical office environment. If you are organized, adaptable, and thrive in a fast-paced setting, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist patients at the front desk, ensuring a welcoming and efficient environment.</p><p>• Answer and direct incoming calls while maintaining excellent communication skills.</p><p>• Perform data entry tasks, including updating patient records and managing documentation.</p><p>• Verify insurance information and handle related inquiries with accuracy and efficiency.</p><p>• Oversee patient check-in and check-out processes, ensuring smooth workflow.</p><p>• Schedule and coordinate appointments using electronic health records (EHR) and practice management systems.</p><p>• Provide coverage on an as-needed basis, demonstrating flexibility with work hours.</p><p>• Support administrative tasks to ensure the office operates seamlessly.</p><p>• Assist with training sessions to familiarize with office procedures and software.</p><p>• Utilize Microsoft Office Suite, including Excel, to complete various administrative functions.</p>
We are looking for an Administrative Records Assistant to join our team in Waukesha, Wisconsin. This contract position offers an excellent opportunity to contribute to our Centralized Records Unit, focusing on document management for the Children Long-Term Support Program. The ideal candidate will be responsible for ensuring the accuracy and confidentiality of records while supporting various administrative tasks.<br><br>Responsibilities:<br>• Scan, organize, and maintain records related to the Children Long-Term Support Program.<br>• Assist with processing and releasing records in compliance with regulations.<br>• Manage both paper and electronic file systems, ensuring documents are properly filed and accessible.<br>• Utilize electronic health records systems effectively to access and update information.<br>• Ensure adherence to state and federal regulations regarding mental health, substance use, and medical records.<br>• Handle release of information processes with accuracy and confidentiality.<br>• Perform general administrative duties, including data entry, document copying, and distribution.<br>• Collaborate with team members to ensure efficient record management processes.<br>• Leverage Microsoft Word, Excel, and Outlook to complete administrative tasks.<br>• Maintain a meticulous and confidential work environment at all times.
<p>Robert Half is seeking an organized, flexible, and detail-oriented Administrative Specialist to support the operations of a growing organization. This critical support role will help ensure the smooth execution of administrative tasks, enabling the team to focus on key business objectives. The ideal candidate will possess advanced organizational skills, attention to detail, and the ability to adapt to a fast-paced workplace.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform a variety of administrative tasks, including managing schedules, answering phones, and handling email correspondence.</li><li>Create and maintain detailed records, compiling reports, and organizing data.</li><li>Manage calendars, coordinate meetings, events, and appointments on behalf of managers and teams.</li><li>Act as the first point of contact for internal and external stakeholders via phone, email, and in-person.</li><li>Process invoices, purchase orders, and expense reports, ensuring accuracy and compliance with company policies.</li><li>Serve as a liaison between departments and external vendors to ensure the timely flow of communication and deliverables.</li><li>Maintain office supplies inventory and assist with procurement processes.</li><li>Support special projects and initiatives as requested by management.</li></ul><p><br></p>
We are looking for a highly organized and detail-driven Administrative Assistant to join our team on a contract basis in Kalamazoo, Michigan. In this role, you will support healthcare professionals and leadership by ensuring smooth day-to-day operations. This opportunity allows you to make a meaningful impact within the healthcare industry while building valuable administrative experience.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to healthcare teams, ensuring efficient operations and timely task completion.<br>• Schedule and coordinate meetings, appointments, and events, both in-person and virtual, to maintain organized workflows.<br>• Prepare, edit, and distribute reports, presentations, and documentation related to patient care and operational initiatives.<br>• Perform accurate data entry and maintain confidential records, including patient and organizational information.<br>• Assist with compliance-related tasks, such as preparing regulatory reports and ensuring adherence to healthcare standards.<br>• Collaborate with various departments to optimize resources, improve processes, and contribute to operational efficiency.<br>• Communicate professionally with patients, staff, and external stakeholders, providing excellent customer service.<br>• Support healthcare leaders with administrative tasks tied to initiatives like documentation improvement and digital transformation.<br>• Contribute to cost-containment efforts by streamlining processes and identifying efficiencies.
We are looking for a dedicated and personable Office Coordinator to join our team in La Cañada Flintridge, California. In this role, you will be the first point of contact for clients and visitors, ensuring a welcoming and organized environment. This is a contract-to-permanent position offering an excellent opportunity to grow within a supportive healthcare setting.<br><br>Responsibilities:<br>• Greet clients and visitors warmly, creating a positive and welcoming first impression.<br>• Handle patient check-ins and check-outs, including processing payments and providing receipts.<br>• Accurately input and update patient demographic and insurance details in the system.<br>• Manage scheduling tasks such as confirming, canceling, and rescheduling appointments.<br>• Assist new clients through the intake process, ensuring they feel comfortable and supported.<br>• Maintain confidentiality and adhere to organizational policies and standards.<br>• Ensure the front office and waiting area remain clean, organized, and inviting.<br>• Respond to phone inquiries and direct calls to the appropriate team members.<br>• Support administrative tasks such as data entry and record-keeping.
<p><strong>Job Summary</strong></p><p>Looking to kickstart or advance your career in the healthcare or enrollment industry? Our client is seeking a dedicated <strong>Enrollment Associate</strong> to assist with the enrollment process for new members. This individual will play a key role in ensuring a smooth and efficient onboarding experience for those joining the plan. If you’re organized, detail-oriented, and thrive in a fast-paced environment, this role could be the perfect fit for you!</p><p><strong>Primary Responsibilities:</strong></p><ul><li>Respond promptly to internal and external customer inquiries.</li><li>Address and resolve enrollment-related issues or concerns via claims, call tracking, or email.</li><li>Create, maintain, and update records in the eligibility transactional system.</li><li>Enter enrollment applications into the company’s database system with accuracy.</li><li>Process and manage enrollments and dis-enrollments.</li><li>Verify enrollment status with clients and resolve enrollment system rejections.</li><li>Collaborate with colleagues to manage exceptions, ensuring proper enrollment processes.</li><li>Conduct daily and monthly reconciliation of enrollment files.</li><li>Verify the accuracy of entered data against source documents.</li><li>Handle member eligibility change data and maintain enrollment database records.</li><li>Perform other related responsibilities as needed.</li></ul><p><br></p>
We are looking for a detail-oriented Administrative Assistant to support daily operations and ensure seamless workflow within our organization. This role is ideal for someone with healthcare experience who thrives in a fast-paced environment and can manage multiple tasks efficiently. Your contributions will play a vital role in maintaining organization and supporting business growth.<br><br>Responsibilities:<br>• Manage inbound and outbound calls with professionalism and efficiency.<br>• Coordinate schedules and appointments using calendar management tools.<br>• Perform data entry and maintain accurate records of administrative tasks.<br>• Handle email correspondence and respond promptly to inquiries.<br>• Assist with ordering office supplies and maintaining inventory.<br>• Provide receptionist support by greeting visitors and managing front desk duties.<br>• Scan and organize documents for easy access and record-keeping.<br>• Support business development efforts by preparing materials and coordinating meetings.<br>• Maintain basic office functions, ensuring a well-organized and productive environment.<br>• Collaborate with team members to streamline administrative processes.
<p>We are looking for a dedicated Front Desk Office Coordinator to join our team in Charlotte, North Carolina. In this contract role, you will play a key part in ensuring the smooth daily operations of our office and providing exceptional support to employees and visitors. This position is ideal for someone with strong organizational skills and a passion for maintaining a welcoming and efficient work environment.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist guests and vendors, ensuring a positive and attentive experience for all visitors.</p><p>• Manage incoming and outgoing mail, including sorting, organizing, and preparing packages for delivery.</p><p>• Conduct regular walkthroughs of office and kitchen spaces to ensure supplies are stocked and areas are well-maintained.</p><p>• Provide logistical support for events, including setting up light furniture and arranging food as needed.</p><p>• Assist with audiovisual setup and troubleshooting to support meetings and events.</p><p>• Collaborate with vendors to coordinate deliveries and manage service schedules.</p><p>• Monitor and maintain purchase orders and ensure timely procurement of office supplies.</p><p>• Address any facility-related concerns promptly to maintain a functional and comfortable office environment.</p>
<p>We are looking for a dedicated administrator to provide tailored financial services to clients in Norfolk, Virginia. This role requires a meticulous individual with a strong background in bookkeeping or financial administration, exceptional organizational skills, and the ability to build positive client relationships. If you thrive in a collaborative environment and enjoy managing financial portfolios, this opportunity is designed for you.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and process bill payments while ensuring timely reconciliation of client accounts.</p><p>• Develop and deliver monthly and quarterly financial reports using tools such as Quicken and QuickBooks.</p><p>• Assist with annual tax-related tasks, including the preparation of forms such as 1099s and W-2s.</p><p>• Maintain direct communication with clients and their advisors to address inquiries and provide updates.</p><p>• Support administrative reporting needs and ensure accurate documentation of financial activities.</p><p>• Utilize financial software, including QuickBooks and Bill.com, to streamline workflows and transactions.</p><p>• Collaborate with team members to ensure a client-first approach in all portfolio management tasks.</p><p>• Monitor and manage asset allocations within client portfolios to meet their financial goals.</p>
