<p>We are seeking a knowledgeable and customer-focused <strong>Affordable Housing Specialist</strong> with <strong>Section 8 housing experience</strong>. The ideal candidate will be responsible for leasing affordable housing units, ensuring compliance with HUD and Section 8 program requirements, and supporting residents through the application and move-in process. This role plays a vital part in maintaining occupancy levels, building strong resident relationships, and ensuring regulatory compliance.</p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct leasing activities for affordable housing units, including marketing, showing units, and assisting with applications.</li><li>Process and certify Section 8 applications, annual re-certifications, and interim recertifications in compliance with HUD guidelines and local housing authorities.</li><li>Verify applicant eligibility by collecting and reviewing required income documentation, third-party verifications, and other necessary forms.</li><li>Ensure full compliance with Fair Housing laws, HUD regulations, and company policies.</li><li>Coordinate and schedule move-ins, inspections, and lease signings.</li><li>Maintain accurate records in property management software (e.g., Yardi, Entrada, RealPage, or similar).</li><li>Respond to resident inquiries, complaints, and maintenance requests with professionalism and urgency.</li><li>Assist in rent collection, late notices, and other administrative support duties.</li><li>Work closely with housing authorities and compliance teams to ensure accurate and timely reporting.</li><li>Support community engagement and resident retention efforts.</li></ul><p><br></p>
<p>We are looking for a dynamic and highly organized Executive Assistant to join our team in San Francisco, California. This position offers a unique opportunity to contribute to the foundational operations of a venture capital firm focused on AI startups. If you excel in providing strategic support and thrive in a fast-paced, innovative environment, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Strategically manage the executive’s calendar to optimize time allocation and focus on high-impact activities.</p><p>• Oversee email systems, ensuring critical messages are prioritized and deadlines are consistently met.</p><p>• Coordinate and arrange travel plans, ensuring seamless logistics.</p><p>• Prepare, organize, and track essential investment documents to support decision-making processes.</p><p>• Foster strong relationships with investors and portfolio companies through effective communication and engagement.</p><p>• Organize events and updates for stakeholders, including blog posts, quarterly reports, and networking opportunities.</p><p>• Develop and implement operational systems to enhance efficiency and scalability within the firm.</p><p>• Maintain and optimize internal software platforms to meet evolving business needs.</p><p>• Manage administrative tasks such as insurance policies and operational logistics to support day-to-day activities.</p>
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.
We are looking for a dedicated and detail-oriented Executive Assistant to join our non-profit organization in Neptune, New Jersey. This role is a Contract-to-permanent position, providing direct support to the President and Vice President of Finance and Administration while also acting as a liaison to the Board of Trustees. The ideal candidate will thrive in a dynamic environment where administrative excellence and organizational skills are key to supporting leadership and advancing the organization’s mission.<br><br>Responsibilities:<br>• Manage meeting logistics, including agenda preparation, presentation creation, note-taking, action item distribution, and arranging food, beverages, and videoconferencing as needed.<br>• Oversee complex calendar management for the executive team, scheduling appointments, coordinating travel, and preparing briefing documents for meetings.<br>• Serve as the Board Liaison, handling portal management, meeting coordination, documentation tracking, budget planning, logistics, and expense processing.<br>• Organize and coordinate offsite events such as fundraising functions, staff training programs, and employee appreciation activities.<br>• Arrange travel plans for conferences and leadership events, and reconcile monthly credit card and travel expenses for executives.<br>• Collaborate with senior leadership to ensure smooth day-to-day office operations.<br>• Provide administrative assistance for HR processes such as onboarding, offboarding, and recruitment.<br>• Support organizational initiatives by coordinating monthly Town Hall presentations, maintaining digital file systems, conducting research, and managing projects as assigned.<br>• Utilize various software tools including ADP, Cisco Webex, Concur, and CRM systems to enhance workflow efficiency.
We are looking for a detail-oriented HR Coordinator to join our team on a part-time basis in Atlanta, Georgia. In this long-term contract role, you will be responsible for supporting various HR functions, including payroll assistance, reporting, and compliance. This position offers the opportunity to work 20 hours per week while contributing to the smooth operation of our human resources department.<br><br>Responsibilities:<br>• Generate, analyze, and maintain accurate HR reports to support decision-making processes.<br>• Assist in processing payroll efficiently and ensure compliance with company policies.<br>• Utilize tools like Excel and ADP Workforce Now to manage and track HR data effectively.<br>• Support HR compliance by ensuring adherence to all relevant regulations and company standards.<br>• Perform background checks and maintain accurate records for new hires and existing employees.<br>• Manage and update HR systems to ensure accurate and up-to-date employee information.<br>• Collaborate with the HR team to identify opportunities for process improvement.<br>• Provide administrative support for various HR initiatives and projects as needed.
We are looking for a skilled Executive Assistant to provide high-level support to senior executives in a dynamic and fast-paced environment. This is a Contract to permanent position based in Irving, Texas, offering an excellent opportunity to showcase your organizational and communication talents. The ideal candidate is detail-oriented, proactive, and experienced in managing executive schedules and travel arrangements.<br><br>Responsibilities:<br>• Maintain and organize executive calendars, ensuring all appointments and meetings are accurately scheduled.<br>• Arrange and coordinate domestic and international travel plans, including booking flights, accommodations, and transportation.<br>• Prepare for executive meetings by compiling necessary materials and ensuring all logistics are in place.<br>• Act as the primary point of contact for scheduling and rescheduling appointments as needed.<br>• Communicate effectively with internal teams and external stakeholders to coordinate meetings and events.<br>• Monitor and manage travel budgets while ensuring cost efficiency.<br>• Provide administrative support in preparing reports, presentations, and correspondence.<br>• Handle confidential information with professionalism and discretion.<br>• Identify potential scheduling conflicts and resolve them promptly.<br>• Collaborate with other assistants and departments to ensure seamless operations.
<p>Our client is seeking an <strong>Accounting Specialist</strong> to join their team and support a variety of accounting and administrative functions. The ideal candidate will have a strong attention to detail and the ability to manage multiple priorities in a fast-paced environment. Responsibilities include processing accounts payable invoices in NetSuite, maintaining accurate vendor records, and responding to vendor inquiries. This role also involves generating and recording customer invoices based on sales orders, recording customer payments, applying cash receipts, and handling credit memos. The Accounting Specialist will assist with resolving billing and payment discrepancies, preparing journal entries, accruals, and adjustments in NetSuite, and maintaining supporting documentation for all transactions to ensure compliance and audit readiness. In addition to accounting duties, this position provides general office support, helping to organize and maintain office supplies, files, and records.</p>
The Client Service Associate plays a vital role in advisor support and ensuring a superior client experience. This position calls for a knowledgeable financial services detail oriented who excels in organization, attention to detail, and prioritizes a client-focused approach. The perfect fit is someone who can effectively manage multiple tasks independently while maintaining accuracy and urgency. Organize client meeting materials and handle follow-up documents, ensuring prompt execution of client service requests. Process investment and insurance applications accurately and on schedule. Supervise the insurance underwriting process and maintain detail oriented communication with clients. Manage investment account setup, funding procedures, and trading operations. Update and maintain client records within CRM systems and custodial software. Work with custodians and vendors to address account-related concerns. Ensure compliance with regulatory guidelines and uphold client confidentiality. Assist advisors in delivering a smooth and consistent client experience. Handle general administrative duties to optimize office functionality
We are looking for a skilled Receptionist to join our team on a contract basis in Camden, New Jersey. This role will require you to create a welcoming environment for visitors, manage front desk operations efficiently, and provide administrative support to ensure smooth daily operations. The ideal candidate will have excellent communication skills and a proactive approach to handling various clerical tasks.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring an attentive and friendly atmosphere at the front desk.<br>• Answer and direct incoming calls promptly to the appropriate departments or individuals.<br>• Maintain and organize front desk areas, ensuring they are tidy and functional.<br>• Provide administrative and clerical support to staff, including scheduling and document management.<br>• Handle incoming and outgoing correspondence, distributing mail and packages as needed.<br>• Assist in coordinating appointments and meetings as required.<br>• Ensure the reception area is stocked with supplies and materials.<br>• Address inquiries from visitors and callers with accurate and helpful information.<br>• Monitor and manage office equipment at the front desk to ensure proper operation.
We are looking for a skilled Payroll Clerk to join our team in Columbia, South Carolina. This is a long-term contract position offering an excellent opportunity to contribute to payroll operations during a busy and dynamic period. The ideal candidate will bring expertise in payroll processes and demonstrate the ability to manage salary adjustments, timecards, and garnishments effectively.<br><br>Responsibilities:<br>• Process bi-weekly payroll accurately and efficiently, ensuring all deadlines are met.<br>• Manage salary adjustments and merit increases, handling updates with precision.<br>• Maintain employee payroll records, including data entry and corrections as needed.<br>• Handle garnishments and deductions in compliance with applicable laws and company policies.<br>• Review and validate timecards for accuracy prior to payroll submission.<br>• Support payroll-related transactions, including resolving discrepancies and answering employee inquiries.<br>• Ensure compliance with payroll regulations and internal policies.<br>• Collaborate with HR and leadership to address payroll-related needs during peak periods.<br>• Assist in maintaining payroll software systems and making necessary updates.<br>• Provide general administrative support to the payroll department as required.
We are looking for a detail-oriented Real Estate Associate to join our team in Philadelphia, Pennsylvania. This is a long-term contract position for professionals who excel in customer service and administrative management, particularly in facilities and property operations. The ideal candidate will have strong organizational skills and a proactive attitude to ensure tenant satisfaction and smooth office functionality.<br><br>Responsibilities:<br>• Manage tenant inquiries and complaints by providing prompt responses and tracking resolutions.<br>• Create and update work orders to address facility maintenance issues efficiently.<br>• Coordinate with vendors and contractors to verify Certificates of Insurance and ensure compliance.<br>• Monitor and follow up on the progress of repair and maintenance tasks to ensure timely completion.<br>• Maintain accurate records and correspondence related to tenant and property management activities.<br>• Utilize Microsoft Excel, Word, and Outlook for tracking, reporting, and communication purposes.<br>• Assist with accounts payable and receivable processes, including invoice management.<br>• Support budget management and perform ad-hoc financial tasks as needed.<br>• Ensure adherence to company policies and principles in all administrative operations.<br>• Conduct research and analysis to provide insights for improving property management practices.
<p><strong>Position Summary:</strong> Our client seeks an experienced Bookkeeper to support all aspects of their accounting department, reporting directly to the Financial Controller. This is an excellent opportunity for detail-oriented professionals looking to manage a diverse workload within a dynamic environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable and accounts receivable transactions</li><li>Prepare financial reports and reconcile accounts as directed</li><li>Participate in month-end and year-end closing tasks per management instruction</li><li>Communicate professionally with customers and vendors regarding billing matters</li><li>Assist with general administrative tasks as needed</li><li>Perform accounting clerical duties, including filing, scanning, document uploads, and organizing year-end files for storage</li><li><strong>Why Work With Our Client?</strong> This role offers the chance to take ownership of core accounting processes, collaborate with a supportive finance team, and contribute</li></ul><p><br></p>
<p>Reputable, private equity firm seeks a success-driven, Fund Accountant who is eager to grow within the funds/investment industry. In this role, you will be responsible for overseeing numerous financial funding and investment operations such as: tracking budgeting and forecasting models, preparing financial statements, assisting with the annual audit process, completing treasury and compliance tasks, monitoring fund expenses, and communicating fund performance and financial results to management/stakeholders. The ideal Fund Accountant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles.</p><p><br></p><p>Primary Responsibilities</p><p>· Capture and record fund activities</p><p>· Daily AP/AR transactions</p><p>· Oversee various investment funds</p><p>· Prepare fund accounting financial statements/reports</p><p>· Assist with the annual audit process</p><p>· Supervise reconciliation of investment portfolios</p><p>· Gather treasury filings as needed</p><p>· Maintain strong client relationships</p><p>· Ad hoc vendor relation projects</p>
<p>We are looking for a detail-oriented and experienced Senior Accountant to join our team in Houston, Texas. In this role, you will play a key part in managing financial processes, ensuring accurate reporting, and supporting compliance efforts. This position offers an opportunity to work closely with various departments while contributing to the organization’s overall financial health.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and post journal entries, ensuring accuracy and timeliness in month-end closing processes.</p><p>• Assist in the preparation of financial statements and detailed monthly expense reports to ensure compliance with organizational standards.</p><p>• Reconcile accounts, analyze discrepancies, and report monthly results using corporate financial reporting systems.</p><p>• Collaborate with accounts receivable and accounts payable teams to verify accuracy and serve as a backup for other accounting functions as needed.</p><p>• Manage internal and external sales commission tracking and accrual processes.</p><p>• Prepare property and franchise tax returns, oversee monthly and quarterly sales tax filings, and ensure compliance with relevant laws and regulations.</p><p>• Coordinate and assist with year-end audits, as well as periodic bank and tax audits.</p><p>• Process fixed asset additions and disposals using third-party accounting software, ensuring proper documentation and reporting.</p><p>• Handle monthly cash reconciliations and process wire transfers through banking systems.</p><p>• Perform other financial and administrative duties as assigned by senior leadership.</p><p><br></p><p>For immediate consideration, email Mark, mark.loiacano@roberthalf</p>
We are looking for a dedicated Member Services Representative to join our team in Carmel, Indiana. This Contract to permanent position is ideal for someone who thrives in a fast-paced environment and values precision and efficiency in their work. The role involves direct interaction with members, requiring strong organizational skills and the ability to handle interruptions while maintaining focus.<br><br>Responsibilities:<br>• Perform data entry tasks with speed and accuracy to maintain and update member records.<br>• Handle incoming inquiries from members and provide prompt, detail-oriented assistance.<br>• Manage interruptions effectively while prioritizing tasks to ensure deadlines are met.<br>• Utilize Microsoft Office tools, including Excel and Word, to support administrative functions.<br>• Process and file documents accurately to maintain organized records.<br>• Communicate effectively via email to address member concerns and provide updates.<br>• Operate copying equipment to produce necessary documents for member services.<br>• Maintain a high level of customer service to ensure member satisfaction and resolve issues efficiently.
<p><strong>Job Summary</strong></p><p>Our <strong>Talent Managers</strong> work in a team environment and have responsibility for negotiating and developing business with new and current clients. Talent Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support departments. Additional responsibilities include: recruiting, interviewing and matching highly skilled administrative and customer support professionals with clients’ projects, contract assignments and contract to full-time opportunities; managing ongoing engagements to deliver outstanding customer service to both clients and candidates; providing ongoing communication and career guidance to candidates; and participating in local trade association and networking events to increase Robert Half’s presence in the local business community.</p><p><br></p>
<p>We are looking for an experienced and detail-oriented Administrative Coordinator to join our team in New Orleans, Louisiana. In this short-term contract to permanent position, you will play a key role in supporting small food and agriculture companies by managing cost-share applications, reviewing documentation, and ensuring compliance with regulations. This role requires strong organizational skills, excellent communication abilities, and a customer-focused mindset.</p><p><br></p><p>Responsibilities:</p><p>• Process cost-share applications submitted by small food and agriculture companies, ensuring accuracy and compliance with established guidelines.</p><p>• Maintain coordination with 25-30 companies across five states, providing guidance and support throughout the application process.</p><p>• Review submitted documentation, verify eligibility, and allocate reimbursements for qualifying expenses.</p><p>• Communicate regularly with companies to address inquiries, request additional information, and resolve any discrepancies.</p><p>• Ensure all claims are processed in alignment with regulations and provide feedback to companies when claims do not meet requirements.</p><p>• Utilize proprietary claims software to track and manage application statuses efficiently.</p><p>• Apply intermediate Excel skills to organize data, create reports, and manage deadlines effectively.</p><p>• Collaborate with internal teams to ensure smooth operations and adherence to timelines.</p><p>• Set clear deadlines for tasks and follow up to ensure timely completion.</p><p>• Uphold exceptional customer service standards while managing sensitive financial information.</p>
<p><strong> </strong></p><p>Key Responsibilities:</p><ul><li>Schedule and coordinate board meetings, including agendas, materials, and follow-ups.</li><li>Take minutes during board meetings and track action items.</li><li>Manage calendars and correspondence for board members and leadership.</li><li>Prepare board documentation, reports, and presentations.</li><li>Facilitate communication between the board, leadership, committees, and staff.</li><li>Maintain governance calendar and monitor key deadlines.</li><li>Support ad hoc projects and general administrative tasks as needed.</li></ul><p>The position is ideally 5 days a week, 5 hours per day, at $30/hour, supporting senior leadership and the Board of Directors.</p><p><br></p><p><br></p><p> </p>
<p>Robert Half is partnering with an innovative client in the tech industry to find a skilled and motivated Receptionist to be the face of their organization. If you thrive in fast-paced environments and have strong organizational skills, this is an outstanding opportunity to grow your career and make an impact in the tech space!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for all visitors, guests, and employees, delivering exceptional customer service.</li><li>Answer and direct incoming phone calls in a professional and friendly manner.</li><li>Manage incoming mail and deliveries, ensuring accurate routing to the appropriate departments/persons.</li><li>Coordinate scheduling and handle meeting room logistics for internal and external events.</li><li>Maintain a clean, organized, and welcoming front desk and reception area.</li><li>Assist in administrative duties such as data entry, scheduling appointments, and filing documents.</li><li>Support other departments with ad hoc tasks as needed.</li></ul><p><br></p>
<p>Robert Half is seeking a detail-oriented and motivated <strong>Quality Assurance (QA) Administrator</strong> to join a local and dynamic team. In this role, you will play a vital role in maintaining the quality and integrity of our operations by supporting quality assurance initiatives, analyzing customer feedback, and facilitating follow-ups to enhance our service standards. If you're passionate about ensuring premium quality standards and thrive in a collaborative environment, we’d love to hear from you.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate with both Operational Support and Information Technology teams to ensure compliance with quality assurance standards.</li><li>Process, analyze, and manage customer feedback collected through the Quality Assurance System (QAS) program, calls, letters, and emails.</li><li>Monitor adherence to project standards across all departments, providing timely recommendations to enhance quality processes.</li><li>Prepare QA reports and analytics to support departmental goals and operational decisions.</li><li>Facilitate follow-ups on customer concerns, ensuring prompt resolutions and customer satisfaction.</li><li>Maintain comprehensive documentation of QA practices, procedures, and outcomes to ensure accessibility and consistency.</li><li>Work closely with cross-functional teams to recommend and implement initiatives aimed at improving service quality and customer retention.</li><li>Stay updated on best practices and trends in QA to ensure continuous process improvement.</li></ul><p><br></p>
<p>Robert Half Marketing and Creative Atlanta is looking Traffic Manager to join a growing agency team in Midtown Atlanta. The Traffic Manager will facilitate workflow on retail and channel graphic projects. Duties include managing internal traffic systems, creating schedules and tracking project progress, routing work for review and approval, archiving files and assets and opening and closing projects. This position partners and builds strong relationships with internal clients and team members. This position is regarded by the client as a trusted advisor and works closely with the designers, and account/project managers to set project milestones, create project timelines and track schedules to ensure all deliverable deadlines are met on time and on brand. The Traffic Manager must have a thorough understanding of the creative/print production process. </p><p><br></p>
<p>Real Estate Paralegal</p><p><br></p><p>A mid-sized and well-respected leader in real estate law is seeking a proficient Real Estate Paralegal to join their dynamic team.</p><p><br></p><p>About the Role:</p><p>The successful candidate will play an instrumental role in this legal team, supporting attorneys in a variety of real estate legal matters, with a focus on title and survey matters.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and revise real estate documents, with a focus on title and survey reviews. </li><li>Conduct legal research and perform administrative duties. </li><li>Liaise with clients, attorneys, and other professionals to gather and organize information relevant to transactions. </li><li>Coordinate closings and ensure all documents are appropriately prepared. </li><li>Contribute to the overall success of the firm by maintaining the highest standards of customer service and professional ethics.</li></ul><p>This Firm Offers:</p><ul><li>A collaborative and professional work environment. </li><li>Competitive compensation package. </li><li>A comprehensive benefit package. </li><li>Opportunity to work with highly experienced attorneys and a congenial team. </li></ul>
<p>A growing <strong>professional services firm</strong> in Vista is seeking a professional, highly organized <strong>Executive Assistant</strong> to support the company’s <strong>Vice President of Human Resources</strong>. This is an exciting opportunity for someone who thrives in a people-focused environment and enjoys working in the intersection of HR operations, executive support, and organizational development. This role requires strong discretion, polished communication, and a keen ability to anticipate needs in a fast-paced corporate setting. You’ll be an integral partner to HR leadership, helping streamline administrative processes, maintain compliance documentation, and drive strategic initiatives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide direct administrative and scheduling support to the VP of HR and HR leadership team.</li><li>Coordinate internal meetings, prepare agendas, and draft executive correspondence.</li><li>Manage confidential HR files, employee records, and policy documentation.</li><li>Assist with onboarding, performance review tracking, and employee engagement initiatives.</li><li>Help prepare HR metrics and reports for executive presentations.</li><li>Coordinate travel, meeting logistics, and companywide HR communications.</li><li>Serve as a liaison between the HR department and other executives across departments.</li><li>Maintain professionalism and confidentiality at all times.</li></ul>
We are looking for a skilled and detail-oriented Senior Property Accountant to manage financial operations for a high net worth individual and their family in Sonoma, California. This role is ideal for an experienced accounting expert who thrives in a dynamic and challenging environment, handling diverse financial tasks and administrative duties. The position offers excellent benefits and the possibility of a flexible work-from-home day each week.<br><br>Responsibilities:<br>• Oversee day-to-day accounting activities, including accounts payable and receivable, general ledger management, and financial reporting.<br>• Prepare and analyze property budgets and ensure accurate financial forecasting.<br>• Coordinate tax-related documentation and collaborate with external tax specialists.<br>• Manage property management accounting tasks, ensuring compliance with relevant regulations and standards.<br>• Utilize accounting software such as QuickBooks and Yardi to maintain accurate financial records and streamline processes.<br>• Represent the family in interactions with vendors, employees, and business associates.<br>• Conduct detailed financial analysis to support real estate acquisitions and investments.<br>• Provide insights and reports on commercial real estate performance and investment opportunities.<br>• Handle administrative projects and ensure confidentiality in all financial dealings.<br>• Maintain strong relationships with stakeholders and address financial inquiries promptly.
<p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
