We are looking for a detail-oriented Administrative Assistant to join our team in Brookfield, Wisconsin. This Contract to permanent position offers an excellent opportunity to support our operations while providing top-notch assistance to both internal teams and customers. The ideal candidate will thrive in a collaborative environment and contribute to maintaining our high standards of service and professionalism.<br><br>Responsibilities:<br>• Process loan documentation efficiently, ensuring all required materials are collected and organized in a timely manner.<br>• Serve as a liaison between the company and customers, facilitating clear communication and prompt responses.<br>• Maintain accurate and detailed records of interactions and transactions using company software.<br>• Provide exceptional support to colleagues and customers, focusing on accuracy and responsiveness.<br>• Handle inbound and outbound calls, addressing inquiries and resolving issues professionally.<br>• Manage email correspondence effectively, prioritizing tasks and ensuring timely follow-ups.<br>• Perform data entry tasks with precision, maintaining the integrity of company records.<br>• Utilize Microsoft Office tools, including Outlook, Word, Excel, and PowerPoint, to complete administrative tasks.<br>• Collaborate with team members to uphold a positive and productive work environment.
We are looking for a highly organized and detail-oriented Administrative Assistant to join our team in Elm Grove, Wisconsin. In this Contract-to-permanent position, you'll play a pivotal role in supporting agency operations and ensuring seamless client interactions. If you thrive in a fast-paced environment and enjoy working collaboratively, this role offers an excellent opportunity to grow within a dynamic organization.<br><br>Responsibilities:<br>• Collaborate closely with account executives to provide comprehensive support for agency clients.<br>• Coordinate with insurance carrier underwriters to process new business and renewal accounts efficiently.<br>• Address client inquiries and provide exceptional customer service.<br>• Maintain and update client records in the agency management system, including underwriting, billing, and claims data.<br>• Handle claims submissions to insurance carriers promptly and accurately.<br>• Prepare detailed insurance proposals and summaries for client presentations.<br>• Gain cross-functional knowledge by training on additional product lines within the agency.<br>• Offer general administrative support to various departments as required.<br>• Manage multiple tasks effectively while adhering to deadlines.<br>• Contribute to a team-oriented work environment with strong communication and collaboration skills.
We are looking for a detail-oriented and proactive Administrative Assistant to join our team in Brookfield, Wisconsin. In this Contract to permanent position, you will play a vital role in ensuring smooth operations by managing loan documentation, coordinating with partners, and supporting team goals. This role requires excellent communication skills, a strong sense of urgency, and the ability to thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Review and audit signed loan documents to confirm their accuracy and completeness.<br>• Collaborate with partners and team members to facilitate timely loan funding.<br>• Keep meticulous records of all interactions and updates using company software.<br>• Foster strong relationships with internal teams and external partners.<br>• Coordinate vehicle processing tasks between customers and vendors.<br>• Assist in meeting individual and team deadlines while achieving set goals.<br>• Manage inbound and outbound calls to address inquiries and provide assistance.<br>• Handle scheduling and appointment-setting duties with precision.<br>• Support the team with administrative tasks, including email correspondence and data entry.<br>• Ensure compliance with best practices and timelines in all administrative processes.
<p>We are looking for an experienced Senior Accountant to join our team in Lake Geneva, WI. This role will focus on ensuring the accuracy and integrity of financial data while driving improvements in accounting processes. The ideal candidate will possess strong analytical skills and a collaborative mindset to support financial decision-making and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review month-end financial statements, including balance sheets, income statements, and cash flow statements, ensuring compliance with organizational standards.</p><p>• Conduct thorough reconciliations of balance sheets during month-end processes.</p><p>• Post journal entries accurately and on time, including adjustments for accruals, prepaids, and other financial transactions.</p><p>• Partner with teams across the organization to identify reporting requirements and implement process improvements using technology.</p><p>• Analyze financial data to provide actionable insights and recommendations to senior management.</p><p>• Assist in the development of financial forecasts and annual budgets by evaluating past trends and current performance.</p><p>• Ensure adherence to corporate financial policies, accounting standards, and internal controls.</p><p>• Lead initiatives to enhance accounting efficiency and accuracy through process optimization and technology adoption.</p>
We are looking for an experienced Senior Accountant to join our team in Milwaukee, Wisconsin. This long-term contract position offers the opportunity to contribute to a dynamic, subscription-based business model while addressing key accounting initiatives. The ideal candidate will excel in both transactional accounting and project-based financial analysis, bringing expertise to a fast-paced and collaborative environment.<br><br>Responsibilities:<br>• Perform high-volume transactional accounting activities with precision and efficiency.<br>• Oversee accounting processes related to a subscription-based revenue model.<br>• Tackle backlogged and ongoing financial projects to ensure timely resolution.<br>• Analyze financial data to identify trends, insights, and variances for decision-making purposes.<br>• Collaborate with cross-functional teams to support broader business objectives.<br>• Contribute to the enhancement of accounting workflows and operational efficiencies.<br>• Leverage Excel to manage, organize, and analyze large datasets.<br>• Ensure the accuracy and completeness of general ledger entries and reconciliations.<br>• Support month-end close activities, including journal entries and account reconciliations.<br>• Perform bank reconciliations to maintain accurate financial records.
We are looking for an experienced Senior Accountant to join our team in Milwaukee, Wisconsin. In this role, you will play a vital part in ensuring the accuracy and integrity of financial records while contributing to the development of efficient processes. The ideal candidate will have a strong background in accounting practices and a keen eye for detail.<br><br>Responsibilities:<br>• Develop and refine accounting processes to enhance efficiency and strengthen internal controls.<br>• Manage monthly, semi-annual, and year-end financial closings, including preparing journal entries, reconciling balance sheet accounts, and analyzing variances.<br>• Coordinate and contribute to audits and financial reviews by preparing work papers, monitoring controls, and generating financial reports.<br>• Conduct internal audits to evaluate controls, identify areas for improvement, and ensure compliance across departments.<br>• Collaborate on cross-functional projects aimed at improving operational efficiency and financial reporting.<br>• Utilize accounting software to streamline processes and maintain accurate financial records.<br>• Assist with regulatory and financial reporting to ensure compliance with applicable standards.<br>• Research and resolve accounting issues to align with organizational and regulatory guidelines.<br>• Support the annual budgeting process by providing financial insights and documentation.<br>• Take on additional responsibilities as needed to support the accounting team.