We are looking for a detail-oriented Accounts Receivable Specialist to join our team in Greenland, New Hampshire. This role is essential for maintaining accurate financial records and ensuring efficient billing and payment processes. The ideal candidate will thrive in a fast-paced environment and have a strong background in accounts receivable and commercial collections.<br><br>Responsibilities:<br>• Input new project details into the system, verifying contract values for accuracy.<br>• Assess insurance tickets and coordinate bond requests as needed.<br>• Prepare and submit monthly construction billings, ensuring all required documents, such as lien waivers and stored materials billing, are included.<br>• Record sales transactions in CF Data and internal systems through efficient data entry.<br>• Process change orders in CF Data, ensuring correct contract pricing adjustments.<br>• Post cash receipts and handle check deposits electronically, eliminating the need for physical bank visits.<br>• Communicate with General Contractors to address payment inquiries and resolve billing discrepancies.<br>• Track payment schedules, typically ranging between 45 and 60 days, while maintaining organized and up-to-date records.
<p>Robert Half is looking for a skilled Health Information Clerk to join our team in a contract opportunity for a premier healthcare client. The Health Information Clerk will be responsible for metrics based records processing <strong><u>onsite</u></strong> in Lawrence, MA. This contract-to-hire opportunity is an excellent role for candidates with high attention to detail and previous high-volume experience. Apply to become a Health Information Clerk today!</p><p><br></p><p>Responsibilities:</p><ul><li>Imaging, indexing, scanning clinical documentation.</li><li>Processing birth certificates.</li><li>Maintain metrics of pages per hour and records per day.</li></ul><p><br></p>
<p>We are looking for a dedicated Loan Servicing Specialist to oversee the daily operations of consumer and residential loan portfolios. This long-term contract position is based in South Boston, Massachusetts, and requires a detail-oriented individual with strong problem-solving skills and a commitment to maintaining regulatory compliance.</p><p><br></p><p>Responsibilities:</p><p>• Process payments, advances, payoffs, and other servicing requests for consumer and residential loans.</p><p>• Ensure compliance with federal and state regulations during all loan servicing activities.</p><p>• Maintain accurate and up-to-date loan records, reconciling accounts as needed.</p><p>• Prepare and review loan documentation to guarantee accuracy and adherence to policies.</p><p>• Conduct post-closing audits to verify loan compliance and resolve any discrepancies.</p><p>• Administer lien releases and oversee insurance tracking for loan portfolios.</p><p>• Utilize loan servicing platforms to manage and monitor loan accounts effectively.</p><p>• Collaborate with internal teams to address and resolve servicing issues promptly.</p><p>• Provide exceptional support to customers by addressing inquiries and concerns.</p><p>• Monitor and report on loan portfolio performance to ensure timely servicing</p>
<p>We are looking for a dedicated Loan Servicing Specialist to join our team in Quincy, MA. In this role, you will handle a variety of responsibilities related to mortgage and consumer loans, ensuring all processes align with credit union policies and regulatory requirements. This is a great opportunity for someone with a strong background in loan servicing who is seeking a Long-term Contract position in the banking industry.</p><p><br></p><p>Responsibilities:</p><p>• Process applications for consumer and mortgage loans efficiently while ensuring compliance with established policies.</p><p>• Prepare loan documentation with attention to accuracy and completeness to support smooth loan closings.</p><p>• Coordinate loan closings and maintain detailed records of loan transactions and servicing activities.</p><p>• Monitor and update tracking logs to ensure loan data is current and accessible.</p><p>• Ensure compliance with federal regulations, state laws, and credit union policies throughout all loan servicing operations.</p><p>• Deliver exceptional customer service by addressing inquiries and providing clear communication to borrowers.</p><p>• Conduct regular audits of loan files to verify accuracy and adherence to compliance standards.</p><p>• Collaborate with team members to improve workflows and resolve any issues related to loan servicing.</p><p>• Maintain a thorough understanding of credit union systems and industry regulations.</p><p>• Support ongoing updates and improvements to loan processes to enhance efficiency.</p>
<p>Duties/Responsibilities</p><p>• Accurately review, code and process high volume payables invoices for multiple entities</p><p>• Review and reconcile invoices discrepancies</p><p>• Assist with weekly check, ACH and wire runs</p><p>• Process check request and expense reports in a timely manner</p><p>• Ensure that all daily, weekly and monthly tasks are completed accurately by the assigned deadlines</p><p>• Monitor the accounting inbox, responding to inquiries from vendors, clients, and internal stakeholders</p><p>• Sort, log, scan and file invoices, checks and other documents</p><p>• Responsible for all aspects of payroll</p><p>• Work closely with Human Resources to ensure changes in payroll, benefits, etc</p><p>• Review and reconcile payroll time records for accuracy in preparation for weekly and monthly payroll</p><p>• Calculate payroll adjustments as needed for issuance either manually or through the next available pay cycle</p><p>• Manage workflow to ensure all payroll transactions are processed accurately and timely</p><p>• Process correct garnishment calculations and compliance</p><p>• Process manual checks and any payroll-related entries</p><p>• Create G/L entries for each payroll and rectify with cash accounts</p><p>• Monthly reconciliation of all G/L accounts associated with payroll</p><p>• Enter all updates – bonus/commission/etc</p><p>• Handle and understand inquiries from employees, managers, and corporate team members regarding payroll issues and work on resolution in a reasonable and timely manner</p><p>• Review and validate reports produced as part of the payroll processing cycle to ensure payments to team members are accurate and that all payments have been paid for the payroll period and/or quarterly incentive payout</p><p>• Using knowledge of pay schedules, earning/deduction codes and pay program policies review exception reports and determine reason for potential over/under payments</p><p>• Process W2s, verify year-to-date totals for salaries, income tax withheld, FICA, deductions, tax-deferred annuities</p><p>• Process yearly RSU, ESPP, PTO and Mileage payouts</p><p>• Understand and comply with current and yearly tax thresholds for payroll processing</p><p>• Assist with month end closing</p><p>• Provide support for internal and external audits as needed</p><p>• Cross-train in other specialized areas of the department</p><p>• Perform other duties as assigned</p><p><br></p><p><strong><em>For immediate consideration and resume review, please call me directly! 508-205-2127 Eric Lebow</em></strong></p>
<p>We are looking for an experienced Accounts Payable Clerk to join our team on a contract to hire basis in Boston, Massachusetts. The ideal candidate will demonstrate attention to detail and strong organizational skills while processing invoices, managing payments, and ensuring accurate financial records. This position requires a thorough understanding of accounts payable processes and the ability to work efficiently in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices accurately and ensure proper coding in compliance with company policies.</p><p>• Verify and reconcile invoice discrepancies to maintain accurate financial records.</p><p>• Prepare and execute regular check runs for timely payments.</p><p>• Maintain detailed records of all accounts payable transactions.</p><p>• Collaborate with internal teams to address and resolve payment issues.</p><p>• Monitor and manage accounts payable aging reports to avoid overdue payments.</p><p>• Assist with month-end closing activities related to accounts payable.</p><p>• Ensure compliance with financial regulations and company procedures.</p><p>• Support continuous improvement initiatives for accounts payable processes.</p>
<p>We are looking for a detail-oriented Data Entry Clerk in Northfield, New Hampshire. In this long-term contract position, you will play a key role in ensuring the accurate input and organization of client information and financial records. This opportunity is ideal for individuals who excel in precision and organization.</p><p><br></p><p>Responsibilities:</p><p>• Input client details, financial information, and supporting tax data into specialized software with exceptional accuracy.</p><p>• Review source documents to confirm completeness and adherence to proper formatting standards.</p><p>• Organize and maintain digital records of client tax-related documents for easy access and retrieval.</p><p>• Cross-check entered data against original forms such as W-2s, 1099s, receipts, and financial statements to ensure accuracy.</p><p>• Identify and flag missing details or inconsistencies to support tax preparers in resolving discrepancies.</p><p>• Maintain a high level of confidentiality when handling sensitive client information.</p><p>• Collaborate with the team to meet deadlines and ensure seamless data preparation processes.</p><p>• Perform additional administrative tasks related to data entry as required.</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>
We are looking for a detail-oriented and dependable Accounts Payable Clerk to join our team in Billerica, Massachusetts. This Contract to permanent position offers an exciting opportunity to contribute to the efficient management of financial operations in a dynamic and fast-paced environment. The ideal candidate will play a critical role in maintaining accurate financial records and ensuring smooth processing of vendor payments and invoices.<br><br>Responsibilities:<br>• Process vendor invoices accurately and ensure proper entry into the accounting system.<br>• Verify invoices for correct coding, approvals, and complete supporting documentation.<br>• Assist in executing weekly check runs and resolving vendor payment discrepancies.<br>• Organize and maintain accounts payable files, vendor records, and related documentation.<br>• Support month-end closing activities by preparing accounts payable reports and reconciliations.<br>• Collaborate with the accounting team on various administrative and clerical tasks as required.<br>• Communicate effectively with vendors to resolve invoicing issues and inquiries.<br>• Ensure compliance with company policies and procedures in all accounts payable practices.
Robert Half is proud to partner with a highly respected client seeking an experienced Human Resources & Payroll Manager to join their team. This is a fantastic opportunity for a motivated detail oriented who enjoys wearing multiple hats and thrives in a people-focused, fast-moving environment. <br> In this role, you will oversee the full spectrum of HR and payroll functions, ensuring seamless processes and a positive employee experience. You’ll develop and implement HR policies that align with company objectives and compliance requirements, manage full-cycle recruitment and onboarding, and play a key role in employee relations and performance management. Acting as a trusted resource to both employees and leadership, you’ll also coordinate training initiatives to support detail oriented growth and organizational development. <br> On the payroll side, you’ll take ownership of accurate and timely processing, manage benefits administration, and ensure adherence to all wage, tax, and reporting regulations. You’ll analyze payroll data to identify trends and continuously look for ways to streamline and enhance efficiency. Staying current on employment laws and compliance standards will be critical as you support audits and maintain meticulous records. <br> The ideal candidate will bring a bachelor’s degree in Human Resources, Business Administration, or a related field, along with proven experience managing both HR and payroll functions. A strong understanding of employment laws, HR best practices, and attention to detail are essential for success in this role. <br> If you’re a hands-on HR detail oriented with a passion for people, process improvement, and operational excellence, this is an outstanding opportunity to make a meaningful impact with a great organization. <br> For immediate consideration, please call Dan Duggan at (508) 205-2126.
<p>Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity.</p><p><br></p><p>Our client is looking for a customer service candidate with at least 1 year of professional business to business experience. Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role, it's a far more strategic customer service function.</p><p><br></p><p>For the right level of experience the budgeted salary range is $55-65K + bonus. Very good benefits, and legitimate growth potential opportunities too. </p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!</p>
<p>We are looking for an experienced Payroll Manager to oversee payroll operations for a mid-sized organization. This is a long-term contract position based in Burlington, Massachusetts, offering a hybrid work schedule with three days onsite and two days remote. The ideal candidate will bring expertise in managing multi-state payroll processes and expense reporting to ensure accuracy and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage bi-weekly payroll for approximately 300 employees across multiple states.</p><p>• Ensure compliance with state and federal payroll regulations, maintaining accuracy and timeliness.</p><p>• Oversee and review employee expense reports using Concur, ensuring proper documentation and approvals.</p><p>• Collaborate with HR and Finance teams to address payroll discrepancies and resolve issues.</p><p>• Maintain detailed payroll records and generate reports for internal and external audits.</p><p>• Handle full-cycle payroll operations, including deductions, benefits, and tax filings.</p><p>• Utilize UKG Pro Suite to manage payroll systems effectively and troubleshoot any issues.</p><p>• Provide guidance and support to employees regarding payroll-related inquiries.</p><p>• Implement best practices to improve payroll efficiency and accuracy.</p>
<p>I have partnered with a real estate firm that is seeking an Accounting Manager. The Accounting Manager will be responsible for accounting within their development team and have supervisory responsibilities. They are working on a hybrid office schedule and this role compensates from $130 - 140K + 15% bonus. Please message me on linkedin or email me for consideration john.holtman@roberthalf</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Utilize various accounting software systems to process and manage financial transactions.</p><p>• Ensure accurate and timely processing of customer credit applications.</p><p>• Maintain and update customer credit records as needed.</p><p>• Annual Estimates</p><p>• Mortage payments</p><p>• Oversee the auditing process and ensure all financial statements are accurate and compliant with regulations.</p><p>• Handle billing functions and resolve any related issues promptly.</p><p>• Utilize ERP - Enterprise Resource Planning for efficient business process management.</p><p>• Manage financial transactions and processes related to commercial real estate</p>
<p>We are looking for a skilled Tax Manager to join our team in Marlborough, Massachusetts. In this role, you will oversee tax compliance processes, provide expert guidance on tax matters, and support clients with their financial and bookkeeping needs. You will also have the opportunity to mentor and develop entry-level staff members while building strong client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual, corporate, and partnership tax returns, ensuring compliance with relevant regulations.</p><p>• Oversee the preparation and review of tax extensions and income tax payment estimates for federal and state authorities.</p><p>• Assist in maintaining accurate tax accounting records and review detailed documentation.</p><p>• Support business clients by managing bookkeeping tasks, including entering transactions, reconciling bank accounts, and creating journal entries.</p><p>• Process annual Form 1099 filings for clients and ensure timely submissions.</p><p>• Draft and review response letters to tax authorities, addressing inquiries and issues effectively.</p><p>• Establish and nurture client relationships throughout the year to provide consistent support and guidance.</p><p>• Manage and lead entry-level team members, offering training, mentorship, and performance development.</p><p>• Apply a comprehensive understanding of accounting principles, practices, and procedures to all tasks.</p>
We are looking for an organized and detail-oriented Accounting Clerk to join our team in South Hamilton, Massachusetts. This is a long-term contract position that offers an excellent opportunity to contribute to financial operations while enhancing your accounting skills. The role requires precision, efficiency, and the ability to handle multiple tasks in a dynamic environment.<br><br>Responsibilities:<br>• Process accounts payable invoices and expense reports with accuracy using the organization's accounting system.<br>• Handle credit card statements and ensure proper documentation and reconciliation.<br>• Support gift processing activities by managing donations through Raisers Edge.<br>• Perform data entry tasks and utilize Microsoft Excel to maintain accurate financial records.<br>• Assist with general administrative duties as needed to support the accounting department.
We are looking for a detail-oriented Billing Clerk to join our team in Woburn, Massachusetts. In this long-term contract position, you will play a crucial role in managing and maintaining accurate billing processes. Your expertise will ensure seamless operations and contribute to the financial success of our organization.<br><br>Responsibilities:<br>• Prepare and issue invoices promptly and accurately to ensure timely billing cycles.<br>• Monitor and follow up on outstanding accounts to facilitate collections and resolve any discrepancies.<br>• Maintain and update billing records in computerized systems to ensure data integrity.<br>• Generate and review billing statements, ensuring compliance with company standards and policies.<br>• Collaborate with internal teams to address billing-related queries and provide necessary documentation.<br>• Analyze billing data to identify errors and recommend solutions to improve accuracy.<br>• Assist in the development and implementation of billing procedures to enhance efficiency.<br>• Ensure adherence to all billing regulations and company guidelines in daily operations.<br>• Provide support during audits by organizing and presenting required billing documentation.<br>• Respond to customer inquiries regarding billing issues with professionalism and clarity.
<p>We are looking for a meticulous Legal Billing Specialist to join a firm's team on a contract basis in Salem, Massachusetts. In this role, you will focus on managing billing processes, ensuring accuracy, and maintaining strong communication with clients. This position requires a proactive and organized individual with excellent customer service skills.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage the firm's billing, ensuring accuracy and timeliness.</p><p>• Collaborate with attorneys and associates to address billing inquiries and requests.</p><p>• Contact clients to provide updates on retainer balances and handle billing-related communications.</p><p>• Coordinate weekly billing cycles, ensuring all tasks are completed efficiently.</p><p>• Maintain and update billing records using Bill4Time software.</p><p>• Monitor and track billing data to ensure compliance with firm policies.</p><p>• Identify and resolve discrepancies in billing processes.</p><p>• Provide exceptional customer service through clear and effective communication.</p><p>• Support the firm with additional administrative billing tasks as needed.</p>
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Cambridge, Massachusetts. This position is entirely onsite and requires exceptional organizational skills to manage daily operations effectively. As the face of our company, you will play a key role in ensuring smooth communication and welcoming experiences for all guests and visitors.<br><br>Responsibilities:<br>• Create and manage work orders to ensure operational efficiency.<br>• Serve as the primary contact for greeting and checking in guests attending events.<br>• Issue visitor badges and maintain accurate records of guest access.<br>• Provide parking passes to visitors as required.<br>• Answer and direct calls using a multi-line phone system.<br>• Maintain clear and timely email correspondence with clients and internal teams.<br>• Organize files and documents to ensure easy retrieval and secure storage.<br>• Schedule appointments and manage calendars to support team operations.<br>• Utilize Microsoft Office tools, including Excel, Outlook, and Word, for administrative tasks.<br>• Deliver excellent customer service by addressing inquiries and resolving concerns promptly.
<p><br></p><p>We are looking for a dedicated and analytical Cost Accountant to join our manufacturing team in Haverhill, Massachusetts. In this role, you will play a key part in analyzing costs, preparing financial reports, and ensuring compliance with company policies and industry standards. The ideal candidate will have a strong background in manufacturing, advanced Excel skills, and the ability to collaborate effectively across departments.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and evaluate manufacturing work orders to ensure accurate costing in line with company methodologies.</p><p>• Collect and interpret data on raw materials, labor, and inventory to calculate the true cost of business operations.</p><p>• Prepare monthly cost of sales reports by analyzing material, labor, and R& D expenses, and identify variances between standard and actual production costs.</p><p>• Support the Accounting Manager with journal entries related to cost of sales and scrap during monthly financial close.</p><p>• Maintain and reconcile inventory records using established valuation methods and procedures.</p><p>• Assist with internal and external audits by providing accurate and timely documentation as required.</p><p>• Investigate cost variances, generate routine and ad hoc financial reports, and offer insights to support strategic decision-making.</p>
<p>We are looking for an experienced Finance Manager to join our team in Lawrence, Massachusetts. This is a contract position where you will play a key role in overseeing financial strategies, ensuring accurate reporting, and driving performance metrics. The ideal candidate will excel in managing budgets, cash flow, and month-end processes while providing valuable insights to support business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage annual budgets to align with organizational goals and financial targets.</p><p>• Oversee the month-end close process, ensuring accuracy and timeliness in financial records.</p><p>• Lead the implementation and refinement of budgetary processes to optimize resource allocation.</p><p>• Prepare and deliver detailed financial reports, offering insights into trends and performance.</p><p>• Monitor and manage cash flow forecasts to maintain stability and meet operational needs.</p><p>• Utilize Oracle systems to streamline financial operations and reporting.</p><p>• Establish and track key performance indicators (KPIs) to evaluate financial health and organizational efficiency.</p><p>• Support strategic decision-making by providing data-driven financial analysis and recommendations.</p><p>• Collaborate with cross-functional teams to ensure alignment on financial priorities and objectives.</p>
We are looking for a detail-oriented Contracts Administrator to join our team in Allston, Massachusetts. In this role, you will oversee the preparation, management, and distribution of contracts, subcontracts, and related documentation while collaborating with various departments to ensure smooth project operations. This position requires strong organizational skills, accuracy, and the ability to meet deadlines in a fast-paced environment.<br><br>Responsibilities:<br>• Create, track, and distribute subcontracts, purchase agreements, and change orders using DocuSign.<br>• Organize and maintain digital records in DocuSign and other document management systems.<br>• Provide training to project managers and assistant project managers on contract processes.<br>• Draft exhibits, coversheets, and other documentation for owner contracts using specialized software.<br>• Log, file, and distribute owner contracts through ProCore.<br>• Collaborate with project managers and accounting teams to collect necessary contract information.<br>• Schedule and coordinate job status reviews for senior management.<br>• Occasionally assist with reception desk tasks as needed.<br>• Perform additional duties as required to support team operations.
We are looking for a dedicated and detail-oriented Operations and Client Services Associate to join our team in Portsmouth, New Hampshire. This role is ideal for someone with strong organizational skills, a client-focused mindset, and excellent communication abilities. If you are passionate about delivering exceptional service and thrive in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Provide accurate and timely data entry to support operational processes.<br>• Assist with administrative tasks to ensure smooth day-to-day office functions.<br>• Maintain confidentiality while handling sensitive client information.<br>• Collaborate with team members to deliver high-quality service to clients.<br>• Adapt to new technologies and software to enhance efficiency.<br>• Organize and prioritize tasks to meet deadlines and maintain workflow.<br>• Respond to client inquiries professionally and promptly.<br>• Support financial services operations with attention to detail and accuracy.<br>• Uphold ethical standards and demonstrate integrity in all interactions.
<p>We are looking for a dedicated Client Service Associate to join our team in Boston, Massachusetts on a long term contract need. In this role, you will manage daily production tasks and provide exceptional client support for the Currency Administration mandates. The ideal candidate will have strong communication skills and a keen interest in finance and markets. This is a long-term contract position with the potential for extension based on business needs.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily tasks for assigned Currency Administration client relationships, ensuring timely responses to inquiries and delivery of client services.</p><p>• Collaborate with regional offices to guarantee all client deliverables are completed accurately and on time.</p><p>• Apply comprehensive product knowledge by adhering to established procedures and maintaining quality standards.</p><p>• Ensure seamless communication and coordination across teams to uphold client satisfaction.</p><p>• Conduct quality assurance checks to maintain accuracy and reliability in client deliverables.</p><p>• Utilize Microsoft Excel to organize, analyze, and report data efficiently.</p><p>• Support continuous improvement initiatives to enhance client service processes.</p><p>• Stay informed about industry trends and financial markets to better serve client needs.</p><p>• Respond to client inquiries with professionalism and clarity, ensuring a positive experience.</p><p>• Assist in the development and refinement of team procedures to improve workflow efficiency.</p>
Robert Half is partnering with an outstanding client that’s seeking a Sales Support Coordinator to join their dynamic and collaborative team. This is a fantastic opportunity for a detail-oriented detail oriented who enjoys supporting a high-performing sales organization and thrives in a fast-paced, team-driven environment. <br> In this role, you’ll play a key part in keeping sales operations running seamlessly. You’ll coordinate monthly sales calls and meetings, communicate daily with the sales team, and prepare presentations, business reviews, and seasonal materials. You’ll also create sales reports, new item forms, and product sell sheets to support business growth. A portion of your work will focus on managing promotional activities and client relationships through various customer portals, including deduction management, fund tracking, and planning and forecasting support. Additionally, you’ll update SharePoint with client information, distribute daily sales blasts, maintain Plan-o-Gram libraries, and ensure all product data is accurate and up to date. <br> The ideal candidate will be organized, analytical, and proactive, with strong communication skills and a team-oriented mindset. A bachelor’s degree is preferred, and proficiency in Microsoft Office is required. If you’re someone who enjoys multitasking, collaborating across departments, and playing an integral role in driving sales success, this is an excellent opportunity to grow your career with a respected and innovative organization. <br> For immediate consideration, please call Dan Duggan at (508) 205-2126.
<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
