We are looking for a dedicated Customer Service Representative to join our team in Princeton, New Jersey. In this long-term contract position, you will play a pivotal role in ensuring customer satisfaction by addressing inquiries, resolving issues, and managing orders efficiently. This role is ideal for individuals who thrive in a fast-paced environment and are committed to delivering top-tier service.<br><br>Responsibilities:<br>• Respond promptly to incoming customer inquiries via phone or email, ensuring a high level of professionalism and accuracy.<br>• Process and manage customer orders using SAP software, maintaining attention to detail throughout.<br>• Collaborate with internal teams to address issues and provide timely resolutions to customer concerns.<br>• Maintain accurate customer records and update relevant systems as needed.<br>• Utilize Excel formulas to analyze data and support customer-related reporting.<br>• Handle high-volume inbound calls with efficiency and courtesy.<br>• Follow company protocols to ensure compliance with all customer service standards.<br>• Identify opportunities for process improvement to enhance customer satisfaction.<br>• Provide clear and concise information to customers regarding products, services, and order status.<br>• Build strong relationships with customers to foster loyalty and trust.
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Wayne, Pennsylvania. In this long-term contract role, you will be responsible for delivering exceptional service to clients, handling inquiries, and managing customer accounts efficiently. This position offers an opportunity to contribute to a dynamic manufacturing environment while building strong relationships.<br><br>Responsibilities:<br>• Respond promptly to inbound customer calls and provide accurate information regarding services and products.<br>• Process payments efficiently while ensuring compliance with company policies and procedures.<br>• Maintain and update customer accounts, ensuring all financial records and details are accurate.<br>• Assist customers with billing inquiries, resolving issues in a timely and thorough manner.<br>• Collaborate with team members to ensure seamless operations and effective communication.<br>• Utilize Microsoft Office Suite and other tools to manage documentation and customer data.<br>• Address customer concerns regarding insurance, tax, and payoff-related queries.<br>• Scan and organize documents for submission to ensure proper record-keeping.<br>• Partner with vendors and other departments to resolve customer issues and inquiries.<br>• Deliver outstanding written and verbal communication to enhance customer satisfaction.
<p>We are looking for a detail-oriented Bilingual in Spanish Customer Service Representative to join our team in Mount Laurel, New Jersey. This is a long-term contract position, offering an opportunity to grow within the organization while delivering exceptional service to our clients. The role involves handling customer inquiries related to their account and ensuring accurate data entry in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls from customers, addressing inquiries</p><p>• Assist customers with updating personal information, such as addresses and names, in their accounts.</p><p>• Provide accurate information and direct customers to appropriate departments or personnel for further assistance.</p><p>• Maintain precise and timely data entry to ensure customer records are up to date.</p><p>• Deliver exceptional customer service while adhering to company policies and procedures.</p><p>• Log all customer interactions and follow up as necessary to ensure resolution.</p><p>• Collaborate with team members and supervisors to enhance service delivery and resolve issues efficiently.</p><p>• Stay punctual and ready to start work promptly at scheduled hours.</p><p>• Adapt to a dynamic work environment while meeting high standards of conduct</p>
<p>Are you passionate about helping others and providing outstanding service? Join a local team as a Customer Service Representative and play a vital role in building positive customer relationships while supporting business operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver prompt, professional, and friendly support through phone, email, and chat</li><li>Resolve customer inquiries, issues, and complaints efficiently and empathetically</li><li>Document customer interactions and maintain accurate records in CRM systems</li><li>Follow up on pending requests and ensure timely resolution</li><li>Identify opportunities to improve processes and customer experiences</li><li>Collaborate with team members and other departments to resolve complex cases</li></ul><p><br></p>
<p>Robert Half is seeking a motivated Patient Service Representative to join our client's fast‑paced team<strong>.</strong> As the Patient Service Representative, you will keep the office running smoothly while delivering excellent support to patients and providers. If you’re organized, proactive, and thrive in a medical office setting, we want to hear from you.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and update electronic health records (EHR) systems to ensure accurate patient information.</li><li>Provide administrative support by scheduling appointments for patients and physicians.</li><li>Operate office equipment efficiently, including scanners, fax machines, and computers.</li><li>Verify and explain insurance benefits to patients, addressing any questions or concerns.</li><li>Coordinate communication between patients, providers, and insurance companies.</li><li>Assist with general office tasks to support the daily functions of the medical team.</li><li>Monitor and manage patient scheduling to maintain an organized workflow.</li><li>Ensure compliance with office policies and procedures while handling sensitive information.</li></ul>
<p>We are looking for a dedicated Customer Service team member to join our team in the Trevose, Pennsylvania area. This role is essential for ensuring seamless communication between customers and internal teams, while maintaining high standards of service. The ideal candidate will excel in building strong relationships, managing accounts, and addressing customer needs with precision and care.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate effective communication with customers to address inquiries and concerns promptly.</p><p>• Develop and maintain strong relationships with clients to ensure satisfaction and trust.</p><p>• Monitor customer accounts, managing processes from order placement to invoicing.</p><p>• Investigate and resolve customer concerns efficiently, keeping management informed of potential challenges.</p><p>• Collaborate with the team to align customer goals with company objectives and capabilities.</p><p>• Assist with new product development initiatives in coordination with the Project Manager.</p><p>• Provide accurate updates on order and billing statuses during weekly sales meetings.</p><p>• Utilize internal systems to execute job-related tasks, including tracking artwork and managing packaging records.</p><p>• Follow up on emails and other communications in a timely manner to ensure smooth operations.</p><p>• Ensure all procedures and quality standards are consistently met.</p>
<p>Emerging services company seeks a Customer Support Specialist with client facing experience. As the Customer Support Specialist, you will respond to client inquiries, building strong client relationships, provide help desk support, implement process improvement, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving.</p><p><br></p><p>What you get to do everyday</p><p>· Fulfill customer inquiries</p><p>· Account Management</p><p>· Troubleshoot software/hardware issues</p><p>· Build strong customer relationships</p><p>· Review and analyze customer feedback</p><p>· Execute remote desktop sessions for troubleshooting</p><p>· Maintain customer accounts</p><p>· Document hardware issues</p><p>· Troubleshoot data performance inquiries</p><p>· Complete the RMA process </p>
- hybrid; 4 days onsite; 1 day remote<br>- contract, potential for permanent <br>- dress code: business casual <br>- parking: free <br>- schedule: Monday-Friday, 9am-5pm (standard business hours are between 8:30am-5pm)<br><br>Job Summary: The Key Account Coordinator and Sales Support Specialist will serve as a developmental role within the Sales function team and will be responsible for connecting with existing and potential customers in order to engage and create a service focused relationship. This role will consist largely of partnering with the sales team and offer support on inside sales activities such as coordination of cargo forecasts and deliveries, prioritization and allocation of vessel space and maintaining customer contracts, tariffs and schedules. Also responsible for cargo quality improvement and customer damage claims. In addition, and as support to outside sales, the Sales Support Specialist will visit to client’s sites and have direct interactions with key stakeholders of our customers in order to understand the customers' needs, inform customers about the Company's offerings, and make suggestions for how the Company's services can effectively suit the customer’s needs.<br><br>Job Responsibilities: <br>• Maintain and initiate contact with existing working level customers to coordinate cargo deliveries.<br>• Maintain accurate customer profiles and files. Share with overseas MOL RORO sales groups.<br>• Review and process new customer registration forms to ensure all required information is complete and accurate.<br>• Review monthly tonnage plans with LM and KAM. Develop optimal plans to effectively serve the customer.<br>• Assist KAM in developing regional sales plans with target accounts and coordinate with overseas MOL RORO sales groups.<br>• Work toward achieving and exceeding individual and group sales budgets (revenue, vehicle volume, and PL.)<br>• Utilize LM data & create and distribute accurate scheduling to existing and future customer base.<br>• FMC filing (Spot and Service contract)<br>• Maintenance of service contract rate list sheet and send to relevant party when changes are made. <br>• Maintain accurate mafi trailer forecasts and distribute same with operations and LM.<br>• Collect information from various media and new sources and share with overseas MOL RORO sales groups.<br>• Oversee pricing requests from MOL website, LM, and Key Account Managers<br>• Responsible for PCC.net contract & tariff creation and maintenance. <br>• Provide assistant for investigation of Account Receivable maintenance and resolving invoice discrepancies.<br>• Provide creative communication and solutions between accounts and the Company<br>• Promote teamwork with primary booking office and primary documentation office as well as overseas MOL<br>RORO sales groups.<br>• Distribute weekly schedules to customers.<br>• Keep customer account records up to date and coordinate with Customer Service to track and follow up on overdue invoices. <br>• Provide support and coverage for the customer service representative during their absence.<br><br><br>Sales Support,Sales Support,,Sales Support,Sales Support,,,Sales Support,Sales S
<p>Robert Half is currently seeking an organized and motivated Sales Support Specialist to join a local and dynamic team. In this collaborative role, you will play a key part in supporting sales organization—ensuring exceptional service for clients and enabling the sales team to maximize their impact.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide daily administrative support to the sales team, including preparing proposals, contracts, and presentations.</li><li>Manage customer accounts and respond to client inquiries promptly and professionally.</li><li>Maintain and update CRM data to ensure accurate tracking of leads, opportunities, and sales activities.</li><li>Coordinate schedules, meetings, and travel arrangements for sales team members.</li><li>Assist with sales report generation and data analysis to support decision-making.</li><li>Work cross-functionally with other departments to facilitate smooth order processing and resolve customer issues.</li><li>Continuously identify ways to streamline sales processes and increase team efficiency.</li></ul><p><br></p>
<p>Base 50K – 60K plus Commission </p><p><br></p><p>benefits</p><ul><li>flexibility</li><li>401k</li><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li></ul><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage sales.</li><li>Identify and pursue new business opportunities through proactive outreach.</li><li>Attend networking events.</li><li>Collaborate with the marketing team for event setup and lead generation support.</li><li>Maintain strong client relationships and deliver exceptional customer service.</li><li>Achieve and exceed sales targets through strategic planning and execution.</li><li>Provide regular updates on pipeline and territory performance.</li><li>Represent the company professionally at all times.</li></ul><p><br></p>
<p>Stable client within the legal industry seeks a tech savvy, Client Service Coordinator with strong communication skills. This role consists of providing excellent customer engagement by drafting client correspondence and documentation, generating client invoices, distributing incoming mail and packages, forwarding onboarding documents, entering data into the company’s CRM system, collecting client payments, and coordinating with outside vendors as needed. The ideal Client Service Coordinator will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries. </p><p><br></p><p>How you will make an impact</p><p>· Assist and welcome visitors</p><p>· Manage client records and documents</p><p>· Assist with administrative support</p><p>· Provide client/vendor support/management</p><p>· Calendar Management</p><p>· Generate email correspondence</p><p>· Review Legal Agreement/Contracts</p><p>· Document Management</p><p>· Resolve transaction discrepancies</p>
<p>Our Delaware based client is seeking a Corporate Paralegal to support the in-house Legal Counsel/Chief Ethics Officer by managing a wide range of legal and compliance tasks. Responsibilities span compliance, governance, ethics, contracts, policies, litigation, FOIA requests, leases, employment, procurement, and environmental issues. Help translate legal concepts into actionable tasks and ensure legal requirements are met efficiently.</p><p><br></p><p>This role is onsite in New Castle, DE 5 days per week - then will move to a hybrid schedule.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>- Draft, review, and edit contracts, agreements, leases, resolutions, policies, and correspondence.</p><p>- Conduct legal research and analyze factual/legal issues.</p><p>- Review and update standard agreements, flagging concerns.</p><p>- Manage workflows and databases for contracts, e-billing, and compliance.</p><p>- Triage and streamline incoming work for legal counsel; communicate on their behalf and manage delegated assignments.</p><p>- Prepare statistics, charts, graphs, and summaries as needed.</p><p>- Perform administrative tasks: maintain calendars, schedule meetings, take minutes, route mail, and compose correspondence.</p><p>- Provide support to the Executive Director and Board as needed.</p><p>- Ensure high levels of customer service and professionalism.</p><p><br></p><p>Required Skills & Abilities:</p><p><br></p><p>- Proficient in legal research, writing, and document preparation.</p><p>- Strong communication, analysis, and problem-solving skills.</p><p>- Excellent multi-tasking, organization, and attention to detail.</p><p>- Ability to work independently and collaboratively.</p><p>- Comfortable with Office 365, DocuSign, Lexis/Nexis, PACER, and contract management platforms.</p><p>- Uphold ethical standards, integrity, and discretion.</p><p>- Notary Commission in NJ and DE, or ability to obtain.</p><p>- Valid driver’s license.</p><p><br></p><p>Education & Experience:</p><p><br></p><p>- Associate’s degree required, Bachelor’s preferred.</p><p>- Minimum 3 years of relevant paralegal experience.</p><p>- Certification from ABA-approved paralegal program required.</p><p>- In-house legal department experience preferred.</p><p>- Experience in real estate or contract law preferred.</p>
<p>Robert Half has partnered with a thriving manufacturing company on their search for an experienced Credit & Collections Specialist. The responsibilities for this role will consist of: evaluating credit applications, monitoring customer credit limits, collecting outstanding payments, resolving billing issues, assisting with charge backs, updating credit profiles, collaborating with sales and management on credit decisions and terms, analyze customer accounts, recommending accounts for third-party collections, arranging debt payoffs, and ensuring compliance with policies and applicable credit/collections laws and regulations. Ultimately, this Credit & Collections Specialist will process payments and refunds, update account records, and provide assistance where collection efforts are needed.</p><p><br></p><p>Primary Duties</p><p>· Create and maintain credit history records</p><p>· Set up new client accounts</p><p>· Document daily collection activity</p><p>· Complete collection effort calls</p><p>· Reviewing and approving credit holds</p><p>· Generate legal collections documents</p><p>· Spreadsheet Maintenance</p><p>· Perform payment reconciliations</p><p>· Assist customer service department</p><p>· Develop and schedule payment plans</p>
We are looking for an organized and detail-oriented Front Desk Coordinator to join our team on a contract basis. This role is based in Princeton, New Jersey, and requires an individual who excels in managing front desk operations and ensuring a welcoming environment. As the first point of contact, you will play a vital role in delivering excellent service to clients and colleagues.<br><br>Responsibilities:<br>• Greet visitors and clients warmly, ensuring a positive and detail-oriented first impression.<br>• Answer and manage a multi-line phone system, redirecting calls as needed.<br>• Handle inbound calls efficiently, providing accurate information and assistance.<br>• Distribute incoming mail and packages promptly to appropriate recipients.<br>• Maintain organized and up-to-date filing systems to ensure easy retrieval of documents.<br>• Support administrative tasks such as scheduling appointments and updating records.<br>• Ensure the reception area is clean, organized, and presentable at all times.<br>• Coordinate with internal teams to facilitate smooth communication and operations.
<p>We are looking for a detail-oriented and friendly Receptionist to join a team on a part-time, contract basis. This role is based on site in Plymouth Meeting, Pennsylvania, and will require 15-20 hours per week over a six-month period. The ideal candidate will be organized, approachable, and capable of handling a variety of administrative tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors in a detail-oriented and welcoming manner.</p><p>• Manage a multi-line phone system, directing calls to appropriate departments or individuals.</p><p>• Handle inbound calls promptly and efficiently, ensuring a high level of customer service.</p><p>• Perform switchboard operations for phone systems with up to 10 lines.</p><p>• Maintain the reception area to ensure it is clean and organized.</p><p>• Coordinate and manage schedules, appointments, and bookings as needed.</p><p>• Provide general administrative support to the team, including data entry and correspondence.</p><p>• Ensure timely communication and follow-ups for inquiries or requests.</p><p>• Assist with basic office tasks, such as filing and maintaining records.</p><p>• Support the implementation of any necessary organizational procedures related to reception duties.</p>
We are looking for a meticulous and organized General Office Clerk to join our team in Lakewood, New Jersey. This Contract to permanent position is ideal for individuals who thrive in a structured and repetitive work environment, handling a variety of administrative tasks crucial to daily operations. The role involves working with paper documentation, maintaining efficient workflows, and ensuring accuracy in all processes.<br><br>Responsibilities:<br>• Perform routine tasks such as scanning, stapling, and organizing paper documentation.<br>• Prepare shipments by packing and processing paper materials for delivery.<br>• Maintain accuracy while handling repetitive administrative tasks.<br>• Utilize Microsoft Office tools including Excel, Word, and Outlook for record-keeping and communication.<br>• Assist with scheduling appointments and managing file organization.<br>• Ensure proper documentation and shipping procedures are followed.<br>• Collaborate with team members to achieve smooth workflow operations.<br>• Adapt to business casual work attire, maintaining professionalism in appearance and demeanor.<br>• Report directly to the designated supervisor for task updates and progress tracking.
<p>We are looking for a skilled Human Resources Representative II to join our team in a long-term 10-month contract position. This role involves handling complex HR inquiries, resolving employee relations issues, and enhancing processes within the HR Shared Services organization. The position is virtual and based in Pennsylvania, offering an opportunity to contribute to a dynamic and collaborative HR environment.</p><p><br></p><p><strong><em><u>This position is 100% REMOTE</u></em></strong></p><p><br></p><p>Responsibilities:</p><p>• Address and resolve escalated HR inquiries, including advanced payroll and tax issues, while interpreting policies and procedures.</p><p>• Investigate and resolve unique employee relations concerns in compliance with established service level agreements (SLAs).</p><p>• Communicate with employees and managers to handle inquiries delegated by HR Advisors and ensure effective resolution.</p><p>• Partner with various HR departments to align processes and promote knowledge sharing across teams.</p><p>• Enhance and maintain the department database to improve inquiry management and support HR Advisors.</p><p>• Identify opportunities for team education and provide training to lower-level representatives and new staff.</p><p>• Evaluate and recommend improvements to existing and prospective HR processes for optimized resource utilization.</p><p>• Support new service projects during their transition phase and ensure seamless integration across departments.</p><p>• Collaborate with HR Business Partners to facilitate knowledge transfer and strengthen the connection between the service center and HR teams.</p><p>• Maintain consistent attendance and flexibility to work nights, weekends, and overtime as required.</p>
<p>We are looking for a dedicated Office Assistant to join our team. This is a contract to permanent opportunity within the food and food processing industry, offering a pathway to long-term employment with competitive benefits and growth potential. The ideal candidate will play a key role in supporting our sales team and ensuring seamless operations in a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to sales representatives and managers to enhance their productivity.</p><p>• Process customer orders with accuracy and ensure prompt delivery.</p><p>• Collaborate with sales executives to create and implement effective sales strategies.</p><p>• Address and resolve customer inquiries and issues in a timely and detail-focused manner.</p><p>• Prepare essential sales documents, including contracts, proposals, and quotes.</p><p>• Coordinate with the marketing team to develop impactful sales materials and campaigns.</p><p>• Assist in organizing and managing sales events, such as tradeshows and promotional activities.</p><p>• Conduct market research to identify opportunities and trends that support sales objectives.</p><p>• Manage customer accounts in the system and ensure accurate record-keeping.</p><p>• Process customer sample requests and provide basic quality documents or certifications when needed.</p>
<p>We are looking for a dedicated Personal Injury Claims Representative to join our team in the Lawrenceville, New Jersey area. In this role, you will manage complex personal injury protection claims, ensuring compliance with company policies and regulatory requirements. This position requires a detail-oriented individual with strong analytical skills and a commitment to delivering high-quality service.</p><p><br></p><p>Salary is 58,240 - 76,960.</p><p><br></p><p>Benefits include medical, dental, vision insurance, PTO, life insurance, and 401k. </p><p><br></p><p>Responsibilities:</p><p>• Investigate assigned claims, confirm coverage, verify eligibility, and determine the appropriate course of action.</p><p>• Evaluate gathered information to assess claim validity, injury extent, and potential exposure.</p><p>• Establish and maintain accurate reserves for each claim based on exposure estimates.</p><p>• Coordinate medical case reviews, independent medical examinations, or expert consultations when necessary.</p><p>• Respond to inquiries and concerns from subscribers, claimants, attorneys, and healthcare providers.</p><p>• Document claim files comprehensively and maintain an organized follow-up system for timely reporting.</p><p>• Ensure claims are managed in alignment with the organization's Decision Point Review Plan.</p><p>• Collaborate with internal departments and external specialists to optimize claim outcomes.</p><p>• Oversee loss adjustment expenses and manage vendor activities to ensure efficient and necessary work completion.</p><p>• Adhere to guidelines outlined in the Unfair Claim Practices Acts and other relevant regulations.</p>
<p>Our client is looking for a dedicated Bodily Injury Claims Representative in the Lawrenceville, NJ area to manage non-litigation auto insurance claims, including uninsured and underinsured motorist cases. This role requires a strong understanding of insurance policies and the ability to assess claims effectively. </p><p><br></p><p>Salary is 60,000 - 79,000. </p><p><br></p><p>Benefits include medical, dental, and vision coverage, PTO, life insurance, and 401k. </p><p><br></p><p>Responsibilities:</p><p>• Investigate claims thoroughly to validate their authenticity, assess policy coverages, and determine if special investigations are necessary.</p><p>• Set appropriate reserves based on claim details and adjust them as new information becomes available.</p><p>• Negotiate settlements with claimants, attorneys, and other involved parties while adhering to company policies.</p><p>• Issue accurate payments promptly and ensure all transactions align with regulatory standards.</p><p>• Recognize potential fraud or questionable claims and escalate them to the special investigation unit when required.</p><p>• Maintain organized records and follow up regularly to ensure claims are resolved in a timely manner.</p><p>• Ensure compliance with state and local regulations, including NJ, PA, and Michigan Unfair Claims Practices guidelines.</p><p>• Complete other assigned duties as needed to support the claims process.</p>
A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group on a hybrid schedule in Philadelphia. The team represents executors, trustees, and beneficiaries in all areas of trust and estate administration — including estate settlement, tax return preparation and audits, ongoing trust accounting, and implementation. The firm seeks a detail-oriented and experienced paralegal who takes a practical and personalized approach to client service. <br> Ideal Candidate: The successful candidate will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and trust procedures, strong interpersonal skills to build relationships with clients, and the ability to handle confidential matters with discretion. <br> experience in candidates with estate planning law firm experience should reach out directly to Kevin Ross at Robert Half in Philadelphia.
<p>We are looking for an experienced Purchasing Agent to join our team in the Union, NJ area. This long-term contract position offers an exciting opportunity to contribute to procurement operations while ensuring efficient purchasing practices. The ideal candidate will bring expertise in purchasing processes, financial acumen, and exceptional attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage procurement activities to ensure timely and cost-effective purchasing of materials.</p><p>• Create and maintain accurate purchase orders while adhering to organizational policies and procedures.</p><p>• Collaborate with suppliers and vendors to negotiate contracts and secure favorable terms.</p><p>• Monitor inventory levels and coordinate with departments to ensure optimal stock availability.</p><p>• Analyze purchasing data and trends to identify opportunities for cost savings and efficiency improvements.</p><p>• Ensure compliance with financial and accounting guidelines during all purchasing transactions.</p><p>• Maintain strong relationships with internal teams to align procurement strategies with organizational goals.</p><p>• Address and resolve issues related to delayed shipments, pricing discrepancies, or quality concerns.</p><p>• Provide regular reports on procurement performance and suggest improvements to enhance operations.</p>
<p>Our client is looking for an Administrative Assistant/Store Concierge to join their team in the Old Bridge, New Jersey area. In this role, you will play a key part in ensuring a seamless onboarding experience for new stores while collaborating with internal teams and external partners. This position is ideal for an individual who excels in organization, communication, and managing multiple priorities in a dynamic retail environment.</p><p><br></p><p>Salary is 60,000 - 65,000. </p><p><br></p><p>Benefits include medical, dental, and vision insurance, life insurance, 401k, and PTO. </p><p><br></p><p>Responsibilities:</p><p>• Build strong relationships with store representatives and act as a trusted advocate for their needs.</p><p>• Deliver a high-quality onboarding experience to reflect the company’s values and commitment to partnership.</p><p>• Coordinate onboarding efforts among internal teams, vendors, and stores to ensure smooth processes and alignment.</p><p>• Lead or assist in bi-weekly internal calls to track progress and address onboarding tasks.</p><p>• Guide new stores through the onboarding process, including required documentation, system access, and training.</p><p>• Translate store requirements into actionable tasks for internal teams and provide updates to store representatives.</p><p>• Customize onboarding support based on store goals and readiness, connecting them with appropriate resources.</p><p>• Proactively identify challenges during onboarding and implement solutions to prevent disruptions.</p><p>• Monitor post-opening progress for the first 30 days and offer additional support as needed.</p><p>• Collect feedback from stores to identify areas for improvement in the onboarding process.</p>
<p>A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.</p><p>• Develop estate plans that align with clients' personal and financial objectives.</p><p>• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.</p><p>• Partner with financial advisors to deliver integrated and effective planning solutions.</p><p>• Communicate with clients and their representatives to address legal inquiries and provide guidance.</p><p>• Draft and review legal documents with precision and attention to detail.</p><p>• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.</p>
We are offering an exciting opportunity for a Compliance Administrator in the financial services industry. The selected individual will play a crucial role in the company's compliance operations, assisting the Compliance Officer in various tasks to ensure adherence to regulations and to minimize risk related to the company's business.<br><br>Responsibilities:<br>• Develop and manage a comprehensive compliance calendar <br>• Contribute to the completion of diverse regulatory filings<br>• Assist in conducting self-assessments as per the Compliance Officer's design<br>• Participate in the preparation of the annual insurance application<br>• Conduct detailed compliance monitoring reviews<br>• Compile and deliver compliance monitoring reports<br>• Aid in revising company policies and procedures<br>• Research and provide answers to compliance-related inquiries from team members<br>• Assist in responding to compliance audit and examination requests<br>• Conduct thorough reviews of customer accounts and activities<br>• Ensure clear and detail oriented communication, both internally and externally<br>• Handle additional duties as assigned within the scope of the compliance function.
