We are looking for a highly capable Administrative Assistant to provide essential support to our team on a contract basis. In this role, you will play a critical part in maintaining efficient office operations, handling sensitive information, and assisting with various administrative tasks. This is an excellent opportunity for someone who thrives in a fast-paced environment and is eager to contribute to a dynamic workplace.<br><br>Responsibilities:<br>• Manage and maintain calendars, schedule meetings, and coordinate associated logistics.<br>• Prepare, proofread, and edit documents, reports, and presentations with great attention to detail.<br>• Handle confidential information with discretion and professionalism.<br>• Perform data entry tasks and maintain organized recordkeeping systems.<br>• Serve as a point of contact for internal teams and external partners, ensuring clear communication.<br>• Provide general office support, including organizing files and supplies.<br>• Assist with special projects, ensuring timely completion and accuracy.<br>• Identify and resolve administrative challenges to ensure smooth operations.<br>• Coordinate and track deadlines, ensuring timely follow-ups on critical tasks.
We are looking for a detail-oriented Administrative Assistant to join our team in Richmond, Virginia. In this long-term contract position, you will play a key role in ensuring smooth daily operations by providing essential administrative support. This is an excellent opportunity for someone who thrives in a dynamic office environment and enjoys contributing to organizational success.<br><br>Responsibilities:<br>• Manage incoming calls, ensuring inquiries are addressed promptly and professionally.<br>• Perform accurate data entry tasks to maintain and update organizational records.<br>• Provide receptionist duties, including greeting visitors and handling correspondence.<br>• Support social work and case management teams with administrative tasks.<br>• Coordinate schedules and appointments to optimize workflow.<br>• Prepare and organize documents for meetings and presentations.<br>• Assist in maintaining office supplies and overseeing inventory needs.<br>• Collaborate with team members to ensure efficient office operations.<br>• Handle sensitive information with confidentiality and discretion.<br>• Offer general administrative support to various departments as needed.
<p>The role of the EA is to support the firm with administrative tasks, office maintenance, client service and other projects as needed. This will include but is not limited to answering phones, greeting clients when they arrive, generating client paperwork, opening accounts, moving money, maintaining databases, planning events, managing supplies, and performing ad hoc tasks and projects. The EA will serve as the first point of contact at our firm and help to improve administrative and client service processes. The role will be instrumental in establishing positive first impressions and ongoing client satisfaction. </p><p><br></p><p>This EA should be organized and detail oriented with a strong work ethic and the initiative to improve the status quo. As our first point of contact, the EA should be warm and welcoming and find joy in serving others. </p><p><br></p><p>Responsibilities </p><p>• Answering phones & greeting visitors: serve as first point-of-contact, responsible for first impressions </p><p>• Managing & improving administrative workflows: perform onboarding, money movements, etc. </p><p>• Generating client paperwork: prepare and submit client paperwork to custodian </p><p>• Maintaining client data: update data and notes in various databases (Redtail, Orion, Schwab, etc.) </p><p>• Resolving account alerts: review and resolve alerts such as insufficient cash, rejected wires, gifts etc. </p><p>• Moving money: cut checks, journal assets, and ACH cash upon request </p><p>• Participating in new client meetings: guide clients through the paperwork </p><p>• Managing office supplies and appearance: ensure the office appearance enhances client experience, maintain vendor relations, order office and kitchen supplies </p><p>• Managing client gifts and firm swag: plan, order and send gifts </p><p>• Planning events: coordinate firm events for clients and prospects </p><p>• Managing firm calendar: maintain a calendar of firm events and employee vacations </p><p>• Assisting with client service: execute or remind advisors of client requests </p><p>• Performing other tasks and projects: take on ad hoc projects as needed </p><p><br></p><p>Preferred Experience </p><p>• Client service administration and support </p><p>• Financial services operations </p><p>• Process management and improvement </p><p>• Microsoft Office Suite, Customer Relationship Management (CRM) </p><p>• Schwab Institutional and/or Orion Advisor Services </p><p>• Series 66 Licensed </p><p><br></p><p>Expectations </p><p>The EA will be responsible for delivering and improving the client experience and should therefore: </p><p>• Be reliable, responsive, accountable and prepared </p><p>• Work hard, continuously improve, and strive for excellence </p><p>• Demonstrate genuine care for others</p>
<p>We are looking for a dedicated Part-Time, Full-Charge Bookkeeper to oversee financial operations and administrative tasks at our office in Richmond, Virginia. This role will be roughly 24 hours weekly and will preferably be Monday, Wednesday and Friday from 8am-5pm. This role requires someone with strong organizational skills and the ability to maintain efficient office workflows while managing bookkeeping responsibilities. </p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain financial records using QuickBooks, ensuring accuracy and compliance.</p><p>• Handle accounts payable and receivable, including invoicing and payment processing.</p><p>• Reconcile bank statements and monitor financial transactions to maintain up-to-date records.</p><p>• Oversee general office operations, including supply management and scheduling.</p><p>• Act as the primary receptionist, greeting visitors and managing incoming calls.</p><p>• Coordinate administrative tasks such as filing, document organization, and correspondence.</p><p>• Monitor budgets and financial performance, providing reports to management as needed.</p><p>• Support team members with administrative functions to ensure efficient workflows.</p><p>• Ensure compliance with company policies and procedures in all office operations.</p>
We are looking for an organized and personable Receptionist to join our team in Richmond, Virginia. This role is essential in ensuring smooth front-office operations and supporting administrative functions across the organization. The ideal candidate will bring attention to detail and excellent communication skills to create a welcoming experience for clients and staff.<br><br>Responsibilities:<br>• Welcome clients, guests, and staff with a friendly and detail-oriented demeanor.<br>• Direct visitors to appropriate personnel, meeting rooms, or departments as needed.<br>• Manage incoming calls by answering, screening, and forwarding them in a timely and courteous manner.<br>• Schedule appointments, coordinate meetings, and maintain conference room calendars.<br>• Handle mail distribution, deliveries, and courier services efficiently.<br>• Keep the reception and conference areas clean, organized, and presentable.<br>• Perform administrative tasks such as data entry, scanning, photocopying, and filing sensitive documents.<br>• Assist attorneys, paralegals, and office staff with special projects and tasks.<br>• Uphold strict confidentiality regarding all firm matters and client information.
<p>We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Richmond, Virginia. In this role, you will serve as the first point of contact for visitors and ensure smooth day-to-day operations at the front desk. This position requires excellent organizational skills, attention to detail, and proficiency in administrative tasks. This is a temporary position just for the holiday.</p><p>Responsibilities:</p><p>• Welcome and assist visitors with courtesy and warmth.</p><p>• Manage incoming mail and distribute it to the appropriate staff members.</p><p>• Prepare and send outgoing correspondence daily.</p><p>• Perform general administrative tasks such as filing, scanning, and copying documents.</p><p>• Maintain accurate records through efficient data entry.</p><p>• Answer and direct calls using a multi-line phone system.</p><p>• Schedule appointments and coordinate calendars.</p><p>• Ensure the front desk area remains tidy and organized.</p><p>• Utilize Microsoft Office tools, including Word, Excel, and Outlook, for various tasks.</p><p>• Provide support to the office staff as needed.</p>
We are looking for a highly organized and personable Front Desk Coordinator to join our team in Sandston, Virginia. In this Contract to permanent position, you will play a key role in ensuring smooth operations by managing the front desk and providing exceptional administrative support. This role is ideal for someone who thrives in a fast-paced environment and is skilled in communication and multitasking.<br><br>Responsibilities:<br>• Greet visitors and clients with professionalism and ensure their needs are promptly addressed.<br>• Manage incoming calls using a multi-line switchboard system, directing them to the appropriate departments.<br>• Oversee scheduling and calendar management using Outlook.<br>• Prepare and edit documents using Word to support administrative tasks.<br>• Maintain and update spreadsheets in Excel for tracking essential data.<br>• Ensure the reception area is organized and presentable at all times.<br>• Collaborate with team members to coordinate front desk activities effectively.<br>• Handle incoming mail and deliveries, distributing them to the correct recipients.<br>• Provide general administrative support to various departments as needed.
We are looking for a dedicated Project Billing Specialist to join our team in Glen Allen, Virginia. In this long-term contract role, you will play a key part in ensuring accurate and efficient billing processes for project-related expenses. This position requires strong attention to detail, exceptional organizational skills, and the ability to collaborate effectively across departments.<br><br>Responsibilities:<br>• Manage project billing tasks, including the preparation and submission of invoices to clients.<br>• Ensure all time sheets and expense reports are accurately recorded and processed.<br>• Monitor for missing invoices and follow up with relevant departments to resolve discrepancies.<br>• Utilize spreadsheets and pivot tables to analyze billing data and track costs.<br>• Coordinate with operations teams to ensure timely submission of billing information.<br>• Provide training and guidance on billing procedures to team members as needed.<br>• Maintain detailed records of billing activities and ensure compliance with accounting standards.<br>• Communicate effectively with clients and internal teams to address billing inquiries.<br>• Perform cost analysis to identify areas for improvement in billing processes.<br>• Assist in offline accounting functions and ensure all documentation is properly organized.
We are looking for a dedicated Medical Accounts Receivable Specialist to join our team in Richmond, Virginia. In this long-term contract role, you will play a key part in managing billing and payment processes to ensure the smooth operation of our medical accounts. If you have a keen eye for detail and a passion for accuracy in financial transactions, we encourage you to apply.<br><br>Responsibilities:<br>• Process and manage medical billing activities to ensure timely and accurate invoicing.<br>• Handle accounts receivable tasks, including tracking outstanding balances and following up on overdue payments.<br>• Post payments accurately into the system and reconcile any discrepancies.<br>• Conduct collection activities to recover unpaid balances while maintaining strong client relationships.<br>• Monitor cash application processes to ensure proper allocation of funds.<br>• Collaborate with internal teams to resolve billing and payment issues efficiently.<br>• Generate detailed financial reports related to accounts receivable and collections.<br>• Stay updated on billing procedures and compliance with industry standards.<br>• Maintain organized and accurate records of all transactions and communications.<br>• Provide exceptional customer service to clients regarding billing and payment inquiries.
We are looking for a detail-oriented and experienced Bookkeeper to join our team on a Contract basis. This position is based in Richmond, Virginia, and offers an opportunity to manage critical financial tasks, including accounts payable, accounts receivable, and payroll. The ideal candidate will have a strong background in bookkeeping and proficiency with accounting software similar to QuickBooks or Peachtree.<br><br>Responsibilities:<br>• Manage accounts payable processes, ensuring timely and accurate payments.<br>• Oversee accounts receivable functions, including invoicing and tracking payments.<br>• Handle payroll operations to ensure employees are compensated accurately and on schedule.<br>• Conduct regular bank reconciliations to maintain financial accuracy.<br>• Utilize accounting software to record and maintain financial transactions.<br>• Generate and analyze financial reports to support decision-making.<br>• Ensure compliance with relevant financial regulations and standards.<br>• Identify and resolve discrepancies in financial records.<br>• Collaborate with team members to improve financial procedures and workflows.
