<p>We are looking for a diligent and detail-oriented Office Assistant to join our team in Kentucky. As part of a leading services company, you will play a vital role in clerical support tasks, ensuring smooth operations and high-quality service delivery. This is a fantastic opportunity to contribute to a long-term contract position within a dynamic and meticulous environment.</p><p><br></p><p>Responsibilities:</p><p>• Organize, copy, and file legal documents to maintain accurate records.</p><p>• Prepare files and materials for shipping in compliance with company standards.</p><p>• Update and maintain reports to ensure accuracy and timely availability of information.</p><p>• Handle document preparation and scanning tasks with precision and attention to detail.</p><p>• Perform general clerical duties to support daily office operations.</p><p>• Utilize the company's internal system to track and manage files effectively.</p><p>• Collaborate with team members to ensure smooth workflow and adherence to deadlines.</p><p>• Support legal documentation processes by ensuring proper handling and organization of files.</p>
<p>We are currently seeking a Portfolio Planning Associate, this role is based in Cincinnati, Ohio, United States. As a Portfolio Planning Associate you will play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is an exciting opportunity for someone looking to make a substantial impact in the financial industry.</p><p><br></p><p>Responsibilities:</p><p>• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.</p><p>• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.</p><p>• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.</p><p>• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.</p><p>• Proactive collaboration with team members to maintain a positive, productive team environment.</p>
<p>We are looking for a highly organized and detail-oriented Legal Administrator to join our team on a contract basis in Monroe, Ohio. This role is ideal for someone with strong expertise in legal documentation, insurance processes, and case management. You will play a key part in ensuring compliance, maintaining accurate records, and supporting legal operations in the construction industry.</p><p><br></p><p>Responsibilities:</p><p>• Assist with managing client insurance certificate documentation and oversee ordering systems to ensure timely processing of requests and approvals.</p><p>• Review subcontractor insurance certificates for completeness and accuracy, collaborating with subcontractors, insurance agents, and project teams to resolve discrepancies and ensure compliance.</p><p>• Participate in the accident and incident reporting process by reviewing initial reports, verifying accuracy, and making necessary corrections.</p><p>• Maintain accurate electronic records of accident and incident reports, ensuring timely input into the appropriate claims systems and adherence to reporting processes.</p><p>• Communicate with third-party vendors to ensure prompt submission and resolution of claims, providing clarification when required.</p><p>• Utilize legal and case management software to organize and manage legal documents and filings effectively.</p><p>• Coordinate e-filing of legal documents, including court filings, while adhering to established procedures and deadlines.</p><p>• Manage calendars and schedules to ensure timely follow-up on legal and administrative tasks.</p><p>• Provide administrative support to legal and project teams, ensuring smooth and efficient operations</p>
