We are looking for a dedicated Customer Service Representative to join our team in Rockland, Massachusetts. In this role, you will provide exceptional support to customers and internal teams, ensuring smooth communication and efficient handling of inquiries and orders. The ideal candidate thrives in a fast-paced environment and possesses strong organizational skills, technical aptitude, and a commitment to delivering excellent service.<br><br>Responsibilities:<br>• Engage directly with customers to understand their needs and provide tailored solutions.<br>• Prepare accurate quotations for new pumps, pump systems, and spare parts.<br>• Process customer orders promptly while verifying accuracy and required documentation.<br>• Manage purchase orders and coordinate expedited deliveries to meet customer expectations.<br>• Track shipments, provide schedules, and ensure timely delivery of goods.<br>• Organize and support trade shows and seminars as needed.<br>• Maintain detailed records and generate reports to support operational efficiency.<br>• Collaborate with sales representatives and management to address account activities.<br>• Provide technical insights and assistance to customers regarding product offerings.<br>• Execute administrative tasks to ensure seamless support for internal and external stakeholders.
<p>Robert Half is looking for a detail-oriented Customer Service/Data Entry candidate to support in a long-term engagement in Franklin MA. In this role you will be responsible for Customer Service, Data Entry, Replying to Customer inquiries, phone and email communication. This role is Monday-Friday 8am-4:30pm. Paying up to $19.50 depending on experience.</p>
<p>We are looking for a dedicated Member Services Representative to join our team in Chelsea, MA. In this role, you will provide outstanding customer service, assist members with their financial needs, and ensure efficient branch operations. This is a long-term contract position offering an excellent opportunity to develop your skills in the banking and customer service industry.</p><p><br></p><p>Responsibilities:</p><p>• Deliver exceptional customer service by fostering a welcoming and member-focused environment.</p><p>• Provide accurate information about products and services offered by the Credit Union.</p><p>• Identify member needs through meaningful conversations and recommend appropriate solutions.</p><p>• Process financial transactions with precision and ensure member satisfaction.</p><p>• Familiarize yourself with and adhere to policies and procedures for branch operations, including cash handling, deposits, and audits.</p><p>• Maintain compliance with banking regulations and company standards.</p><p>• Balance daily transactions and reconcile personal cash drawer.</p><p>• Build strong relationships with members and colleagues to enhance trust and collaboration.</p><p>• Learn and utilize digital banking tools, such as online and mobile banking, to assist members effectively.</p><p>• Adapt to changes in technology and operations while embracing new advancements.</p>
We are looking for a motivated Service Partner Recruiting Associate to join our team in North Attleboro, Massachusetts. This contract position is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys building relationships with service providers. The role involves engaging with potential partners to ensure alignment with our operational needs while delivering exceptional customer service.<br><br>Responsibilities:<br>• Conduct outbound calls to blue-collar service providers to discuss winter work opportunities and gauge interest.<br>• Maintain a detail-oriented and steady demeanor while presenting information clearly and confidently.<br>• Follow up with service providers who have not responded to previous outreach to confirm their interest.<br>• Collaborate closely with subject matter experts to ensure effective communication and alignment.<br>• Support two team members within an eight-person team by providing consistent and reliable assistance.<br>• Qualify service providers by assessing their equipment and verifying their insurance coverage for snow removal.<br>• Build and nurture relationships with service partners through meaningful interactions.<br>• Utilize troubleshooting skills to address concerns and ensure smooth onboarding processes.<br>• Leverage recruitment or outdoor trades experience to enhance partner engagement and operational success.
<p>We are looking for a Law Office Services Associate to join our team on a contract basis in Boston, Massachusetts. In this role, you will provide essential support for back-office operations, including copy and mail services in both physical and digital formats. You will also assist with hospitality, reception, and other service lines, ensuring seamless execution of daily tasks and client satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Perform reprographics and mail services tasks, adhering to established procedures and deadlines.</p><p>• Maintain accurate logs for all office services work to ensure proper tracking.</p><p>• Handle intake functions and prioritize workflow to meet client needs efficiently.</p><p>• Conduct quality assurance checks on completed work to uphold service standards.</p><p>• Troubleshoot basic equipment issues and ensure proper operation of machinery.</p><p>• Load and manage supplies such as paper and toner for equipment.</p><p>• Communicate effectively with supervisors and clients regarding job status or deadline concerns.</p><p>• Follow company and client policies while using resources in a cost-effective manner.</p><p>• Lift and move items up to 50 lbs regularly to support operational needs.</p><p>• Collaborate with team members to ensure smooth operations and client satisfaction.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Dorchester, Massachusetts. The ideal candidate will provide essential support to daily operations, ensuring smooth functionality and excellent customer service. Proficiency in Spanish and experience with OneSite are highly desirable for this role.<br><br>Responsibilities:<br>• Greet visitors and manage reception duties with professionalism and efficiency.<br>• Handle customer inquiries and provide exceptional service to meet their needs.<br>• Perform administrative tasks such as scheduling appointments, organizing files, and maintaining records.<br>• Support team operations by preparing documents, reports, and correspondence.<br>• Utilize OneSite software to assist with data management and operational tasks.<br>• Coordinate communication between departments and external contacts.<br>• Maintain a clean and organized workspace to enhance office productivity.<br>• Ensure timely completion of assigned tasks while adhering to company policies.<br>• Assist with general office duties, including ordering supplies and managing inventory.<br>• Provide translation support in Spanish when needed, ensuring effective communication.
We are looking for an experienced Facilities Coordinator to join our team in North Reading, Massachusetts. In this long-term contract role, you will be responsible for ensuring smooth operations and providing exceptional support for events and facility management. This position requires a proactive individual skilled in customer service, vendor coordination, and event execution.<br><br>Responsibilities:<br>• Conduct regular site inspections to ensure the facility is operating efficiently and meets safety standards.<br>• Coordinate with vendors to manage services and supplies, ensuring timely and quality delivery.<br>• Organize and oversee events, including bringing in appropriate personnel and resources.<br>• Assist in the execution of events, ensuring all logistical aspects are handled effectively.<br>• Provide excellent customer service to occupants and event attendees, addressing concerns promptly.<br>• Support work order management and ensure facility maintenance tasks are completed on time.<br>• Collaborate with team members to implement best practices and innovative solutions for facility operations.<br>• Monitor and manage budgets related to facility operations and events.<br>• Prepare and deliver reports on facility performance and event outcomes.<br>• Respond to emergency situations and follow established protocols to ensure safety and continuity.
<p>Nashua, NH - ON-SITE - Patient Access Specialist - 3rd Shift Position</p><p>Hours 11:00am-7:00pm - Multiple Openings </p><p><br></p><p>We are looking for a dedicated Patient Access Specialist to join our team in Nashua, New Hampshire. This Contract to permanent position focuses on ensuring seamless patient admissions and delivering exceptional service while adhering to organizational policies and regulatory standards. As part of the healthcare industry, this role plays a vital part in supporting patients and maintaining efficient processes.</p><p><br></p><p>Responsibilities:</p><p>• Accurately assign medical record numbers (MRNs) and verify medical necessity to ensure compliance with regulations.</p><p>• Deliver clear instructions to patients, collect insurance details, and process physician orders while maintaining a high level of customer service.</p><p>• Meet point-of-service collection targets and pre-register patient accounts by gathering demographic, insurance, and financial information through inbound and outbound calls.</p><p>• Explain and obtain signatures for consent and treatment forms, ensuring patients understand their rights and responsibilities.</p><p>• Verify insurance eligibility and input benefit data to support billing processes and enhance claims accuracy.</p><p>• Utilize software tools to identify potential non-payment issues for Medicare patients, distribute required forms, and provide necessary documentation.</p><p>• Conduct audits on patient accounts to ensure accuracy and compliance with quality standards, offering feedback to leadership as needed.</p><p>• Maintain a compassionate and detail-oriented approach in all patient interactions, aligning with organizational goals and customer service expectations.</p><p>• Provide patient education materials and ensure all required documentation is completed promptly and correctly.</p>
We are looking for an Administrative Assistant to join an academic department in Roxbury, Massachusetts, on a contract basis. This role is integral to ensuring smooth daily operations, providing administrative support to faculty and staff, and maintaining organizational efficiency. The ideal candidate will be detail-oriented, proactive, and able to thrive in a dynamic educational environment.<br><br>Responsibilities:<br>• Provide administrative support to academic staff, including managing correspondence and scheduling meetings.<br>• Maintain accurate records and files, ensuring easy access to important documents when needed.<br>• Assist with laboratory-related administrative tasks, coordinating with technicians and maintaining inventory.<br>• Handle inquiries from students, staff, and external parties with professionalism and excellent customer service.<br>• Support departmental activities by preparing reports, presentations, and other materials.<br>• Monitor and manage office supplies, placing orders as required to ensure continuous availability.<br>• Collaborate with faculty and staff to streamline administrative processes.<br>• Organize and maintain departmental calendars, ensuring timely communication of key dates and events.<br>• Facilitate communication between departments, ensuring alignment on administrative priorities.<br>• Perform other duties as assigned to support the efficient operation of the academic department.
We are looking for a detail-oriented Receptionist to join our team in Swansea, Massachusetts. In this Contract position, you will play a key role in ensuring smooth front desk operations while delivering excellent customer service to visitors and clients. This role requires strong organizational skills and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Welcome and assist visitors, ensuring their inquiries are addressed effectively.<br>• Schedule appointments and manage calendars using Microsoft Outlook.<br>• Distribute tax returns, provide instructions, and connect clients with tax preparers for further clarification.<br>• Process payments, including credit card transactions and checks, accurately and securely.<br>• Assemble and organize paper tax returns using UltraTax software.<br>• Scan and file documents systematically to maintain accurate records.<br>• Print financial reports as needed and ensure they are prepared for distribution.<br>• Handle shifting priorities and adapt to changes in workload effectively.<br>• Collect and organize client documents in preparation for tax processing.<br>• Provide exceptional customer service, maintaining a friendly and approachable demeanor.
We are looking for a Front Desk Coordinator to join our team in Pocasset, Massachusetts. This contract position offers an opportunity to contribute to a dynamic environment while providing essential administrative and organizational support. The role is ideal for someone who excels in maintaining smooth front desk operations and enjoys interacting with clients and team members.<br><br>Responsibilities:<br>• Greet and assist visitors in a detail-oriented and welcoming manner.<br>• Manage incoming calls, emails, and correspondence efficiently.<br>• Handle filing and document organization to ensure accurate record-keeping.<br>• Coordinate scheduling and appointments to optimize office operations.<br>• Support the team with administrative tasks, including data entry and document preparation.<br>• Ensure the front desk area remains organized and presentable at all times.<br>• Collaborate with team members to address client inquiries and provide excellent customer service.<br>• Assist with CPA-related tasks during tax season.<br>• Monitor office supplies and place orders when necessary.
<p>We are looking for an experienced Part-Time Administrative Assistant to join our team in Boston, Massachusetts. As part of a healthcare-focused organization, you will play a key role in supporting daily operations and ensuring smooth communication across departments. This is a long-term contract position offering a dynamic work environment and the opportunity to make a meaningful contribution.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily administrative tasks, including scheduling meetings and maintaining calendars.</p><p>• Respond to inbound calls and direct inquiries to the appropriate departments.</p><p>• Perform accurate data entry and maintain organized records.</p><p>• Provide receptionist duties by welcoming visitors and ensuring they are directed appropriately.</p><p>• Support office operations by ordering supplies and coordinating facility needs.</p><p>• Assist in preparing reports, presentations, and other documentation as required.</p><p>• Collaborate with team members to ensure efficient workflow and task completion.</p><p>• Monitor and prioritize incoming correspondence, including emails and physical mail.</p><p>• Uphold confidentiality and professionalism in all interactions.</p>
<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
<p>We are looking for a Workplace Experience Coordinator to join our team in Boston, MA. In this contract position, you will play a pivotal role in ensuring a seamless and detail-oriented experience for building occupants and visitors. The ideal candidate will be highly organized, possess excellent communication skills, and be committed to delivering exceptional customer service.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and issue parking and access passes while adhering to established security protocols.</p><p>• Coordinate recreational, dining, and business activities, ensuring all arrangements are confirmed and executed efficiently.</p><p>• Manage maintenance and janitorial work orders, ensuring timely resolution and quality of services.</p><p>• Organize and oversee on-site events, including reserving spaces, setting up and dismantling event areas, and arranging necessary supplies.</p><p>• Respond to inquiries and complaints from employees and guests, providing effective solutions with a customer-focused approach.</p><p>• Ensure safety procedures and emergency protocols are followed, notifying appropriate personnel as needed.</p><p>• Work closely with vendors to coordinate services and supplies for the workplace.</p><p>• Prepare and deliver presentations to groups of varying sizes, ensuring clarity and a detail-oriented approach.</p><p>• Assist with onboarding processes, including managing office supplies and mail services.</p><p>• Follow detailed instructions and established procedures to complete tasks accurately and efficiently.</p>
<p><strong>Overview</strong></p><p>We are seeking an administrative specialist to join our team. This position provides technical, clerical, and fiscal support to the Director of Assessing and the Board of Assessors. Responsibilities include preparing tax bills, maintaining property records, processing exemptions and abatements, and assisting residents with inquiries. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and process real estate and excise tax bills, abatements, and related records.</li><li>Update property ownership and sales data in the CAMA system; research MLS listings for assessment accuracy.</li><li>Generate and maintain sales reports using SQL; provide public access to reports.</li><li>Download and review deeds and related documents; ensure accurate records and assist residents with requests.</li><li>Review confidential exemption applications, determine eligibility, and enter data into Munis; report to MA DOR via Gateway.</li><li>Process excise tax commitments from RMV, calculate dealer plate bills, and authorize abatements; liaise with RMV and other towns to resolve errors.</li><li>Log building permits, update maps, and verify data with the Building Department.</li><li>Manage Community Preservation Act exemptions, mass mailings, and reporting.</li><li>Maintain the Board of Assessors’ website and certify abutters’ lists for municipal boards.</li><li>Handle monthly cash turnovers and monitor office workflow to meet deadlines.</li><li>Respond to inquiries via phone, email, and in person, explaining laws and procedures.</li></ul>
<p><strong>Systems Analyst / Architect – Intermediate</strong></p><p>26‑Week Contract | Onsite | Quincy, MA</p><p><br></p><p><strong>Overview</strong></p><p>We are seeking an Intermediate Systems Analyst/Architect for a 26‑week onsite engagement in Quincy, MA. The ideal candidate will support workflow optimization, software deployment governance, data analysis, and issue resolution across multiple teams. This role involves significant interaction with end users and requires strong communication, analytical ability, and technical fluency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Become proficient in various proprietary data sources and integrate their use to track initiatives and the context surrounding them.</li><li>Guide end users through workflow processes to reduce friction in software development, deployment, and governance activities.</li><li>Generate, customize, and deliver reports or logs related to initiative metadata and historical activity for stakeholder review.</li><li>Analyze the root cause of system defects, workflow gaps, or technical issues.</li><li>Recommend mitigation strategies and improvements to streamline workflows and resolve recurring pain points.</li><li>Draft and communicate proposals to team members and development groups for enhancements, requirements, or fixes to improve system performance and address defects.</li></ul><p><br></p>
We are looking for an organized and detail-oriented individual to join our healthcare team in Boston, Massachusetts as a Patient Registration Specialist. In this contract position, you will play a critical role in ensuring a seamless patient intake process while maintaining high standards of accuracy and efficiency. This role demands strong communication skills and the ability to collaborate effectively within a dynamic healthcare environment.<br><br>Responsibilities:<br>• Manage new patient intakes and inpatient admissions with accuracy and timeliness.<br>• Coordinate with outpatient clinics and care managers to place orders and facilitate same-day scheduling.<br>• Liaise with referring providers to ensure smooth transitions from referrals to appointments.<br>• Support uninsured patients by assisting with financial counseling procedures.<br>• Perform general office tasks, including scanning, filing, and faxing as needed.<br>• Maintain comprehensive records and documentation to support patient registration processes.<br>• Collaborate with team members to streamline workflows and improve patient experiences.<br>• Address inquiries from patients and providers, delivering excellent customer service.<br>• Ensure compliance with healthcare regulations and organizational policies.
<p>Our client is a growing organization seeking a <strong>Cash Application Specialist</strong> to support their finance team by ensuring the accurate and timely application of customer payments and the overall integrity of accounts receivable. This role will focus on applying and reconciling daily cash receipts, researching and resolving unapplied or short-paid items, and maintaining accurate records within the ERP system. The specialist will also manage customer deductions and chargebacks, including researching validity, preparing dispute documentation, and partnering cross-functionally with Sales, Supply Chain, Trade Marketing, and Customer Service to drive timely resolution. In addition, the role will support account reconciliations, reporting, credit support, and month-end close activities, while analyzing trends and recommending process improvements in a fast-paced, growing environment.</p>
We are looking for an organized and personable Medical Receptionist to join our team on a contract basis in Randolph, Massachusetts. This role is perfect for someone who thrives in a fast-paced environment and enjoys interacting with patients and staff. The position offers an opportunity to gain valuable experience while supporting a healthcare facility during contract coverage needs.<br><br>Responsibilities:<br>• Answer incoming phone calls promptly and direct them to the appropriate staff or department.<br>• Schedule patient appointments efficiently and ensure accurate data entry into scheduling systems.<br>• Maintain organized records by entering data into Microsoft Office software and other relevant platforms.<br>• Greet patients warmly upon arrival and assist them with check-in procedures.<br>• Provide exceptional customer service, ensuring patients feel welcomed and supported.<br>• Collaborate with team members to manage daily tasks and maintain workflow.<br>• Utilize MediSoft software for administrative tasks, if applicable, with training provided.<br>• Handle multiple responsibilities effectively while maintaining a positive attitude.<br>• Assist with basic office duties, including filing and organizing documents.
<p>We are looking for an organized and personable individual to join our team as a Concierge in Boston, Massachusetts. This contract position offers an opportunity to provide exceptional guest services while ensuring smooth operational support within a dynamic workplace. Your role will involve a combination of front desk coordination, vendor management, and assisting in daily site operations.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors, ensuring a welcoming and attentive experience.</p><p>• Coordinate and communicate with vendors to address service requests and site needs.</p><p>• Provide front desk coverage, answering routine inquiries from staff, clients, and vendors.</p><p>• Prepare and maintain accurate records, including site documentation and operational manuals.</p><p>• Support event setup and operational activities as needed.</p><p>• Assist in tracking and reporting key performance indicators (KPIs) related to site operations.</p><p>• Help organize site meetings and prepare relevant materials for stakeholders.</p><p>• Implement and uphold site procedures and protocols to ensure compliance.</p><p>• Collaborate with other coordinators to manage daily tasks and provide seamless support.</p>
We are looking for an experienced Contracts Manager to join our team on a contract basis in Lowell, Massachusetts. In this role, you will play a key part in managing, negotiating, and drafting various customer and supplier agreements, including those related to SaaS and PaaS. This position requires a proactive and detail-oriented individual who can collaborate with cross-functional teams while ensuring compliance with corporate policies and legal regulations.<br><br>Responsibilities:<br>• Review, draft, and negotiate customer and supplier contracts, including SaaS and PaaS agreements, ensuring alignment with company policies.<br>• Collaborate with sales, operations, finance, and other internal teams to address contract-related questions and provide guidance.<br>• Deliver excellent customer service to both internal stakeholders and external clients by addressing contractual concerns promptly and effectively.<br>• Analyze and revise contractual templates or develop new agreements as needed to meet business requirements and regulatory standards.<br>• Ensure all contracts comply with relevant laws, corporate policies, and industry regulations, including GDPR and cybersecurity standards.<br>• Stay updated on industry trends, particularly in software, IT, and privacy practices, to support effective contract management.<br>• Utilize Microsoft Office applications, Salesforce, and other tools in an Apple environment to manage contract documentation and reporting.
We are looking for a dedicated and detail-oriented Bilingual Spanish Receptionist to join our team in Roxbury, Massachusetts. In this contract position, you will serve as the first point of contact for clients and visitors, providing exceptional customer service while managing key administrative tasks. Ideal candidates will demonstrate strong organizational skills, a friendly demeanor, and fluency in both English and Spanish.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a detail-oriented and welcoming manner.<br>• Handle incoming calls using a multi-line phone system, ensuring prompt and accurate responses.<br>• Manage switchboard operations for up to 10 phone lines, directing calls efficiently.<br>• Provide assistance to callers by addressing inquiries and routing them to the appropriate department.<br>• Maintain the reception area, ensuring it is tidy and organized at all times.<br>• Support administrative tasks such as scheduling appointments and managing correspondence.<br>• Collaborate with team members to ensure smooth daily operations and effective communication.<br>• Uphold confidentiality and maintain a high standard when handling sensitive information.
We are partnering with a well-established distribution company in the MetroWest area that is looking to add a skilled and proactive Sales Support detail oriented to their team. This position is ideal for someone with experience supporting distributor networks and sales teams in a fast-paced, customer-focused environment. In this role, you will provide critical support to the sales organization by assisting with a wide range of activities that directly impact sales effectiveness and customer satisfaction. Responsibilities include coordinating and preparing materials for sales presentations and internal/external meetings, compiling sales reports and analytics, assisting with pricing and product information requests, and managing key project timelines in partnership with sales reps and leadership. You will also serve as a point of contact for vendors, customers, and internal stakeholders, ensuring timely follow-up, accurate communication, and excellent service. This role requires a high level of organization, attention to detail, and the ability to juggle multiple priorities and deadlines. For immediate consideration, please contact Dan Duggan at (508) 205-2126.
<p>We are looking for a dedicated and customer-oriented Senior Banking Specialist to join our team in Billerica, Massachusetts. In this role, you will play a vital part in providing exceptional financial services, assisting customers with their banking needs, and ensuring smooth branch operations. This position offers a collaborative environment with opportunities for growth and competitive compensation.</p><p><br></p><p>Responsibilities:</p><p>• Deliver excellent customer service by addressing individual financial needs and recommending suitable banking solutions.</p><p>• Process various transactions, including deposits, withdrawals, check cashing, and account inquiries, with accuracy and efficiency.</p><p>• Assist in the training and mentorship of branch staff to promote teamwork and enhance overall performance.</p><p>• Open new customer accounts, support existing customers with digital banking tools, and assist in loan application processes.</p><p>• Ensure adherence to banking regulations, organizational policies, and security protocols.</p><p>• Contribute to achieving sales and performance targets through proactive engagement and service.</p><p>• Participate in community events and outreach programs to strengthen the bank's local presence.</p>
<p>We are looking for a Part-Time Administrative Assistant to join our team fully onsite in Newburyport, MA. In this onsite role, you will play a crucial part in maintaining smooth operations within a small office environment. This contract-to-permanent position offers the opportunity to work closely with financial experts while contributing to essential administrative and client service tasks.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support by organizing schedules, managing correspondence, and maintaining office records.</p><p>• Assist with financial documentation and ensure accurate data entry within CRM systems.</p><p>• Perform customer service tasks, including responding to inbound calls and emails.</p><p>• Coordinate appointments and meetings, ensuring all necessary arrangements are completed.</p><p>• Utilize Microsoft Office tools such as Excel, Word, Outlook, and PowerPoint for various administrative tasks.</p><p>• Conduct mail merges and prepare reports as needed.</p><p>• Maintain clear and precise communication with clients and colleagues to support a positive work environment.</p><p>• Collaborate with team members to ensure efficient workflow and timely completion of tasks.</p>
