<p><strong>Now Hiring: Medical Billing & Front Desk Lead – Quad Cities</strong></p><p><br></p><p>Join a respected healthcare organization as the <strong>Medical Billing & Front Desk Lead</strong>! In this role, you’ll handle medical billing accuracy, insurance verification, and front desk oversight while coaching the team for success.</p><p><br></p><p><strong><u>What You’ll Do:</u></strong></p><ul><li>Manage medical billing: claims, payments, and follow-ups</li><li>Ensure accurate scheduling & insurance verification</li><li>Lead and support front desk staff</li><li>Improve workflows for billing and front desk processes</li></ul><p>Hours: Monday–Friday, 8 AM–5 PM (occasional 7 AM shift)</p><p><br></p><p><strong>Ready to make an impact? Apply today or call Lydia, Christin, or Erin at 563-359-3995!</strong></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p>Midsize firm is seeking a <strong>Commercial Litigation Legal Assistant</strong> to join their team in Seattle, WA. The firm is well-regarded for its collaborative culture, high-level work, and taking care of their team, leading to very high retention and employee satisfaction.</p><p>This firm offers competitive salaries, quarterly bonuses, and flexible hybrid work options.</p><p><strong>Key Responsibilities Include</strong>:</p><ul><li>Managing e-filing processes for both state and federal cases.</li><li>Proofreading legal materials for grammar and format accuracy.</li><li>Preparing TOA/TOC, managing attorney schedules, and coordinating administrative hearings.</li><li>Organizing electronic case files and creating final documents/contracts from drafts.</li></ul><p><strong>Salary and Benefits</strong>: The salary range for this position is $85,000 to $105,000. Benefits include medical, dental, and vision coverage (100% employer-paid + HSA contribution); 401(k) with match and profit-sharing; three weeks PTO, eight sick days, and ten paid holidays.</p><p><em>To apply confidentially, send your resume to Cindy[period]Dovinh[at]RobertHalf[period]com</em></p>
<p>Nick Corieri from the Robert Half Syracuse office is working with a growing real estate development company to find a skilled Paralegal. This position will support the legal team in managing commercial real estate transactions and have heavy interaction with internal and external business professionals. This role involves document preparation, title and survey review, due diligence coordination, and closing support.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Draft and review real estate documents (leases, purchase/sale agreements, loan documents)</li><li>Conduct title and survey reviews</li><li>Coordinate closings with internal teams, lenders, and title companies</li><li>Organize and manage due diligence materials</li></ul><p>For immediate consideration, please apply to this job posting and contact Nick Corieri from the Syracuse branch of Robert Half.</p>
<p><strong>Global business consulting provider seeks an Accounting Manager to join there accounting group. This upgraded role requires a candidate to have a strong general accounting skillset(10+ years), demonstrated success in their current/prior positions, experience with streamlining and improving processes. Great opportunity to have an impact on a $1bb+ business. Strong ERP skills as well as overall systems experience. Good quality of life with flexibility for start/end time. </strong></p>
<p>Orlando company is looking for an Accounts Payable Specialist. The company is looking for a minimum of 2+ years of experience. Responsibilities of the Accounts Payable Specialist will include, but not limited to the following.</p><p> </p><p>-- Process vendor invoices accurately and ensure proper coding in compliance with company policies.</p><p><br></p><p>-- Verify and reconcile invoice discrepancies to maintain accurate financial records.</p><p><br></p><p>-- Prepare and execute regular check runs for timely payments.</p><p><br></p><p>-- Maintain detailed records of all accounts payable transactions.</p><p><br></p><p>-- Collaborate with internal teams to address and resolve payment issues.</p><p><br></p><p>-- Monitor and manage accounts payable aging reports to avoid overdue payments.</p><p><br></p><p>-- Assist with month-end closing activities related to accounts payable.</p><p><br></p><p>-- Support continuous improvement initiatives for accounts payable processes.</p><p> </p><p>For immediate consideration regarding the Accounts Payable Specialist position, please send your resume to Andy Poquette, VP - Practice Director. ***You can message me on LinkedIn ( Andy Poquette ) to send me your resume directly. My email is also located on LinkedIn. You can also call 407-284-3424.</p>
<p>Highly reputable CPA firm in the Southeast Raleigh area is looking to add a Senior Tax Accountant to their team. The ideal candidate will possess a bachelor's degree in accounting and several years of public accounting experience. CPA or EA is required. This position requires knowledge of preparation of corporate, partnership and personal income tax returns. Knowledge of trust, estate and non-profit returns is a plus. Any exposure to creative solutions software is preferred. Once onboarding is complete, this firm offers a hybrid work schedule and outstanding benefits, so please apply today!</p><p><br></p><p>Responsibilities</p><p> </p><p> Analyzing clients’ financial information</p><p> Minimize tax liability through deductions</p><p> Preparing necessary forms for filing taxes</p><p> Advising clients on tax liabilities and all other tax-related matters</p><p> Establishing and updating client contact records</p><p> Be aware of IRS situations and state and local tax rules and regulations to ensure full compliance</p><p> Prior experience with preparation of complex business tax returns and implementation of tax planning strategies</p><p> Ability to communicate effectively with clients about tax strategies and tax law matters</p>
<p>Are you an experienced professional who excels at organization, leadership, and keeping teams running smoothly? Our client is looking for a Office Manager to oversee daily operations, manage administrative functions, and create a positive and efficient work environment. If you are detail-oriented and thrive in managing tasks big and small, this opportunity could be an excellent fit for your career.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Day-to-Day Operations:</strong> Ensure the smooth running of the office by managing administrative processes, supplies, and overall functionality.</li><li><strong>Team Leadership:</strong> Supervise administrative staff, provide guidance, and ensure completion of tasks with efficiency and accuracy.</li><li><strong>Office Budget Management:</strong> Monitor office expenses, manage invoices, and proactively track and control budgets.</li><li><strong>Scheduling and Coordination:</strong> Maintain calendars, coordinate meetings, and schedule travel and events for key personnel.</li><li><strong>Vendor Management:</strong> Oversee relationships with vendors for office supplies, equipment, and maintenance services.</li><li><strong>Policy Implementation:</strong> Maintain compliance with organizational policies and procedures, ensuring alignment with company standards.</li><li><strong>Office Maintenance:</strong> Manage the upkeep of office spaces, including liaising with facility management for repairs and improvements.</li><li><strong>Problem-Solving:</strong> Act as the point of contact for office-related inquiries, acting swiftly to resolve issues and ensure smooth operations.</li></ul><p><br></p>
<p>We currently have an excellent opportunity for a highly skilled and motivated data entry specialist. We are looking for a data-driven guru who has great attention to detail and looking to thrive in a dynamic, growing environment. </p><p><br></p><p>The right applicant will be someone who:</p><ul><li>Verifying, correcting, deleting unnecessary data, or combining data from several sources before entering into a file</li><li>Performing searches on websites for information</li><li>Entering information into specific fields in Salesforce Database</li><li>Requesting further information for documents that are deemed incomplete</li></ul><p><br></p>
<p>We are seeking a highly organized and detail-oriented Staff Accountant to join our client’s dynamic team on a contract-to-hire basis. This professional will play a key role in managing Accounts Payable (AP) and Accounts Receivable (AR) functions for corporate entities. The ideal candidate is a self-starter with strong reconciliation skills and excellent customer service capabilities.</p><p><br></p><p>Responsibilities Accounts Receivable (AR):</p><ul><li>Process and manage incoming client payments.</li><li>Perform client reconciliations to ensure accuracy.</li><li>Generate and send invoices, including entity allocations.</li><li>Monitor aging reports, ensuring timely collections and minimizing delinquent accounts.</li><li>Accounts Payable (AP):</li><li>Process up to 100 weekly vendor invoices and payments using Sage.</li><li>Reconcile vendor statements and resolve discrepancies.</li><li>Facilitate weekly vendor payments and maintain accurate vendor information in the system.</li><li>Double-Entry Bookkeeping:</li><li>Ensure accurate recording of AR and AP transactions for multiple entities following double-entry principles.</li><li>Maintain and update financial records with precision.</li><li>Customer and Vendor Communications:</li><li>Handle heavy client and vendor communications via email and phone to resolve payment queries, reconciliations, and discrepancies.</li><li>Provide exceptional customer service and maintain professional relationships.</li><li>Data Entry and Reporting:</li><li>Accurately input data into Sage software while maintaining detailed records.</li><li>Monitor and manage reconciliation and reporting, including bank reconciliation.</li><li>Excel Proficiency: Navigate and manage basic Excel functions for reporting and reconciliation purposes.</li></ul><p><br></p>
<p>Our client in Concord is seeking a Payroll Administrator to join their team on a <strong>temp-to-hire basis</strong>. This role is a great opportunity for a detail-oriented payroll professional who enjoys working with numbers, systems, and employee data in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Process full-cycle payroll for hourly and salaried employees</li><li>Ensure accuracy of employee timecards, wage calculations, and deductions</li><li>Maintain payroll records and ensure compliance with state and federal regulations</li><li>Assist with onboarding, payroll setup, and employee changes (new hires, terminations, benefits, etc.)</li><li>Respond to employee inquiries regarding payroll and timekeeping</li><li>Prepare payroll reports and assist with audits as needed</li><li>Collaborate with HR and Accounting teams to ensure smooth payroll operations</li></ul><p><br></p><p>Please reach out to John Miller for immediate consideration.</p>
<p>We are seeking a highly organized Accounts Payable Specialist to support our client in the construction industry. This is a <strong>temp-to-hire opportunity</strong>, ideal for a professional who thrives in a fast-paced environment and has strong attention to detail. The role offers the chance to gain valuable industry experience while transitioning into a long-term position.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Process a high volume of vendor invoices accurately and efficiently</li><li>Review invoices for proper coding, approvals, and compliance with company policies</li><li>Handle subcontractor payments, lien releases, and prevailing wage documentation as required</li><li>Reconcile vendor statements and resolve discrepancies in a timely manner</li><li>Assist with weekly check runs, ACH/wire payments, and expense reports</li><li>Maintain organized AP files and support month-end closing activities</li><li>Collaborate with project managers and operations teams to address billing and payment inquiries</li></ul><p><br></p>
<p>We currently have an open position for a results-oriented administrative assistant who is deeply passionate about growing their career in the entertainment industry. In this role, you will perform various administrative and office support duties.</p><p><br></p><p>The Administrative Assistant will be over:</p><ul><li>Fielding telephone calls</li><li>Receiving and directing visitors</li><li>Word processing, filing, and faxing</li><li>Support on diverse projects for other employees as needed</li><li>Communications with customers and clients</li></ul>
<p>We are looking for a General Office Clerk to join our team in Bronx, New York. In this role, you will provide essential administrative and clerical support to ensure the smooth operation of our maintenance department. This is a long-term contract position ideal for someone with excellent organizational skills and attention to detail.</p><p><br></p><p><strong>Essential Job Duties and Responsibilities: </strong></p><p>· Greets and welcomes guests as they arrive at the office. </p><p>· Directs visitors to the appropriate individuals and department offices. </p><p>· Manages the daily/weekly/monthly agenda and arranges new meetings and appointments. </p><p>· Creates and manages data. </p><p>· Prepares and disseminates correspondence, reports, memos, flyers and forms for the department. </p><p>· Receives, sorts and distributes daily mail/deliveries. </p><p>· Performs additional duties and responsibilities as assigned. </p>
<p>Summary:</p><p>Seeking an experienced IT Manager to lead the Cloud Platform team (Azure). Responsible for strategy, design, development, implementation, and operations of cloud infrastructure supporting enterprise applications and development teams. Requires leadership skills, cloud technology expertise, and knowledge of modern DevSecOps practices to deliver secure, scalable, reliable, and cost-effective solutions aligned with the organization's goals.</p><p>Primary Responsibilities:</p><p>Leadership & Team Management:</p><ul><li>Lead and mentor a team of engineers, architects, and DevSecOps specialists.</li><li>Foster innovation, collaboration, and continuous improvement.</li><li>Oversee performance, career development, and resource planning.</li></ul><p>Cloud Platform Strategy & Execution:</p><ul><li>Define and execute cloud platform strategy aligned with business objectives.</li><li>Drive secure, scalable cloud platform solutions with IaC, CI/CD pipelines, and automation.</li><li>Ensure reliability, scalability, security, and cost-efficiency.</li></ul><p>Operational Excellence:</p><ul><li>Monitor and optimize performance, cost, and incident management.</li><li>Build modern DevSecOps practices with automation focus.</li><li>Ensure compliance with security policies and regulations.</li></ul><p>Stakeholder Collaboration:</p><ul><li>Align platform capabilities with business needs.</li><li>Communicate technical strategies to non-technical stakeholders.</li></ul><p>Budget & Vendor Management:</p><ul><li>Manage budgets, cost optimization, and vendor relationships.</li></ul><p>Qualifications:</p><ul><li>Education & Experience: Bachelor’s (Master’s preferred). 7+ years in IT/cloud engineering; 5+ years in leadership.</li><li>Technical Expertise: Azure, IaC, CI/CD, DevSecOps, cloud architecture, and IAM.</li><li>Leadership & Communication: Team management, cross-functional collaboration, and strategy communication.</li></ul><p>Preferred Qualifications:</p><ul><li>Cloud certifications (e.g., Azure).</li><li>Experience in FinOps, internal developer platforms, and Agile/ITIL practices.</li></ul><p><br></p>
<p>Administrative Assistant</p><p>Opportunity for top Administrative Assistant (Administrative Coordinator / Administrative Associate)</p><p>We currently have an open position for a results-oriented Administrative Assistant who is deeply passionate about growing their career in the entertainment industry. In this role, you will perform various administrative and office support duties. Do you love mail merging, pivot tables and presentation design? Then we have a position for you.</p><p>How you will make an impact</p><p>· Fielding telephone calls</p><p>· Receiving and directing visitors</p><p>· Word processing, filing and faxing</p><p>· Support on diverse projects for other employees as needed</p><p>Please apply online or through our Robert Half app</p><p><br></p>
<p>Front Desk Coordinator</p><p>Front Desk Coordinator (Reception Area Coordinator) Opening</p><p>We currently have an open position for a well-organized and motivated Front Desk Coordinator who is looking to grow their career in the financial investment industry. You will be a key player leading the lobby area at a growing financial investment firm. We are looking for a positive self-starter who is eager to thrive in a dynamic environment and deeply passionate about providing high quality administrative support. Are you friendly, flexible, and love taking initiative? Then we have a position for you.</p><p>How you will make an impact</p><p>· Greet and direct all visitors including vendors, clients and customers</p><p>· Ensure completion of paperwork, sign-in and security procedures </p><p>· Handle special administrative projects, including overflow work from department and executive assistants</p><p>Please apply online or through our Robert Half app</p><p><br></p>
<p>Tasks: </p><p>→ Reconcile checking accounts - February through current month </p><p><br></p><p>→ Verification of vendor information for 1099 purposes using Sage 100 and Membership software</p><p><br></p><p>→ Assist with year-end closing and projects as well as audit prep</p><p><br></p><p>Requirements:</p><p>• 5 + years of accounting experience </p><p><br></p><p>• Hands-on experience with bank reconciliations, researching a variety of variances and a </p><p> thorough understanding of the 1099 process </p><p><br></p><p>• Must be proficient in Microsoft Excel and able to reconcile bank accounts in Excel</p><p><br></p><p>• Critical thinking skills and the ability to help analyze data</p><p><br></p><p>Skills Needed:</p><p>• Able to research variances and incorrect information, wrong check numbers, </p><p> mismatched names, addresses, etc.</p><p><br></p><p>• Experience with Sage 100 would be helpful but not required</p><p><br></p><p>• Nonprofit experience a plus, especially with a labor union</p><p><br></p><p>• Knowledge with collecting and preparing data to comply with IRS 1099 year-end </p><p> requirements</p><p><br></p><p>• Good understanding of accounting principles and technical bookkeeping skills</p><p><br></p><p>• Organized with a strong attention to detail and excellent time management skills</p><p><br></p><p>• Strong communication skills and is a team player </p><p><br></p><p>• High level of accuracy</p>
<p><strong>Job Title:</strong> Customer Service Representative </p><p><strong>Location:</strong> Brea</p><p><strong>Pay rate: $25/hr</strong></p><p>Contract to hire</p><p><strong>Position Overview:</strong></p><p>Pacific Plastics is seeking a motivated and detail-oriented Customer Service Representative to join our team. This role functions as a customer service position, providing excellent customer support while assisting with order processing and general inquiries. The ideal candidate is professional, reliable, and eager to contribute to a collaborative work environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming phone calls and take customer orders accurately.</li><li>Send order confirmations and manage backorder communication and follow-ups.</li><li>Learn to conduct inventory checks, including pricing and availability.</li><li>Assist customers with general inquiries and provide updates on order status.</li><li>Maintain accurate documentation and follow company processes for customer interactions.</li><li>Gradually support inside sales and administrative functions as skills develop.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Minimum of 1 year of professional experience (customer service or related field preferred).</li><li>Manufacturing experience is a plus, but not required.</li><li>Strong communication skills and a professional phone presence.</li><li>Ability to learn quickly and adapt to company procedures.</li><li>Bilingual in Spanish is preferred, but not required.</li><li>Available to start immediately.</li></ul>
<p><strong>Human Resource Assistant – Maternity Leave Coverage (Contract Role)</strong></p><p><strong>Schedule:</strong> Monday–Friday, 7:00 AM – 3:30 PM (with some flexibility)</p><p><strong>Position Overview</strong></p><p>Our client is seeking a diligent and detail-oriented <strong>Human Resource Assistant</strong> to provide support during a maternity leave coverage period. This role is a great opportunity for an HR professional who thrives in a structured environment, values confidentiality, and enjoys working across multiple departments. The HR Assistant will play a key role in supporting HR, office, and new construction departments by ensuring accurate documentation, compliance, and smooth daily operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and safeguard all HR files, records, and documentation to ensure compliance.</li><li>Conduct periodic audits of HR files to confirm accuracy and completeness.</li><li>Respond to employee and applicant inquiries regarding policies, benefits, and hiring processes.</li><li>Support onboarding processes, orientations, and HR/safety-related training programs.</li><li>Assist with coordination of company events such as benefits enrollment and employee recognition.</li><li>Monitor training certifications and professional licenses for timely renewals.</li><li>Manage accident/injury claim documentation and support reporting processes.</li><li>Oversee badging, safety compliance, and pre-employment requirements (drug/background checks).</li><li>Track and manage company cell phone and tablet accounts.</li><li>Provide administrative support across HR, office, and construction departments.</li><li>Perform additional duties as assigned to support overall department operations.</li></ul><p><br></p>
<p>Amazing company is needing a BOOKKEEPER to join their dynamic Team. Great culture, great working schedule and great organization! Seeking a Bookkeeper to join them fast... </p><p>The following functions are needed in order to be considered:</p><ul><li>Reconcile monthly bank and credit card statements</li><li>Manage personal expenses, track spending and cash flow</li><li>Create and support Auditors, accountants and all involved with monthly audits</li><li>Accounts Payable and ensure on time payments </li><li>Support with Budgeting and forecasting while tracking expenses and liquidity needs</li><li>Manage travel cost and calendar to ensure proper appointments are met</li><li>Detail and organizational skills are a must while managing multiple books</li><li>Support with various projects as needed </li><li>Monthly, Quarterly and Yearly ad hoc and financial reports for management</li><li>Act as the liaison to all involved for Investments, tax and legal assistance</li></ul><p>If you are interested in knowing more about this position, call me 786-393-4588 or email Janet.Silva@roberthalfcom</p>
<p>We are seeking a <strong>Network & Systems Administrator</strong> to join a growing team onsite. This role involves building and maintaining virtualized environments, managing networking infrastructure, and supporting enterprise storage systems in a fast-paced, hands-on setting.</p>
<p>• Follow up on management letter comment each year </p><p>• Meet with Finance Council on internal audits </p><p>• Maintain relationship with external auditors for financial reporting & internal audit. </p><p>• Oversee compliance with fiscal policies for parishes, schools and cemeteries. Assist with policy development by identifying areas for policy improvement/development, drafting new policies and presenting to Director of Financial Service and Finance Officer or appropriate bodies for approval </p><p>• Review quarterly all parishes, cemeteries and schools within 6-7 weeks or less of closing date of the quarter along with all supporting excel reconciliation workbooks </p><p>• Collect, track and review yearly financial reporting required by Diocese for ICQ’s, budgets, and reporting </p><p>• Assist with yearly audit. </p><p>• Prepare Benefits Financial Statements </p><p>• Assist in fixed assets recording </p><p>• Controls of corporate credit card </p><p>• Other duties as assigned or requested. </p>
<p>Position Overview:</p><p> We are seeking a detail-oriented and proactive Onboarding Specialist to support our HR team in managing new hire processes for hospital staff. This role will be responsible for coordinating background checks, verifying employment eligibility, scheduling onboarding appointments, and ensuring a smooth candidate experience. The ideal candidate will be comfortable managing multiple onboarding files simultaneously, have strong communication skills, and preferably have prior experience in healthcare onboarding.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Initiate and track background checks, ensuring timely completion.</li><li>Manage I-9 forms and complete E-Verify for employment eligibility.</li><li>Contact candidates by phone and email to schedule HR onboarding appointments.</li><li>Oversee onboarding for 20–30 candidates at a time, ensuring accuracy and compliance with requirements.</li><li>Enter candidate data into the UKG system, maintaining accurate and organized records.</li><li>Serve as a point of contact for new hires to answer questions and provide guidance throughout the onboarding process.</li><li>Collaborate with HR team members to ensure onboarding timelines and compliance standards are met.</li><li>Support onboarding for a diverse hospital workforce, including RNs, CNAs, EMTs, Security Officers, and other staff.</li><li>Assist with additional HR administrative tasks as needed.</li></ul><p><br></p>
<p><em>The salary range for this position is $90,000-$100,000 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><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. 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><br></p><p><strong>Job Description:</strong></p><p>1. Answering phones/delivering messages</p><p>2. Scheduling client reviews and updating any changes prior to the client meeting</p><p>3. Client Reporting: Orion Software – (We will train)</p><p>4. Cash Balance Reports review with registered advisor/ monthly</p><p>5. Investment Policy Questionnaires with clients and recording results</p><p>6. ACH/ Money Movement between accounts or institutions</p><p>7. New Account Opening/Ongoing Maintenance</p><p>8. First point of contact and return client service requests</p><p>9. 529 College distributions to university payment centers</p><p>10. Client indirect marketing/ birthday gifts, center of influence small events, etc</p><p>11. Compliance Reporting Monthly/quarterly: Trade Blotters, Share Class Reviews, etc</p><p>12. Working closely with our custodian Raymond James on operations requirements</p><p>13. Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail CRM system</p><p>14. Master user of the team calendar: Redtail CRM software</p><p><br></p><p>This candidate must be detail orientated. As a small business the position has many robust roles; outside of the box thinking is a encouraged. An energetic candidate will be rewarded as we continue to educate and reward financially. </p>
