We are looking for a dedicated Customer Service Representative to join our team in Minneapolis, Minnesota. In this Contract-to-permanent position, you will play a vital role in ensuring customer satisfaction by addressing inquiries and resolving issues efficiently. This role is ideal for individuals who excel in communication and thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Respond promptly and professionally to customer inquiries regarding subscriptions, digital products, and website support.<br>• Direct customers to relevant departments or teams to address specific concerns.<br>• Conduct outbound calls to update customers about their account status and auto-renewal information.<br>• Collaborate with internal teams, including marketing and support, to enhance overall customer experience.<br>• Strive to meet individual and team call quotas while achieving retention goals.<br>• Adhere to established communication protocols and company guidelines in all interactions.<br>• Maintain a customer-centric approach to deliver solutions that ensure satisfaction.
<p>We are looking for a highly organized and proactive Customer Service Representative to join our team in Plymouth, Minnesota. In this long-term contract position, you will play a pivotal role in coordinating service calls and ensuring seamless communication with customers. This is an excellent opportunity to contribute to a dynamic and fast-paced environment while honing your customer service and organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls, informational inquiries, follow-ups.</p><p>• Effectively schedule and coordinate service calls to meet customer needs and optimize efficiency.</p><p>• Anticipate and forecast workloads to optimize resource management.</p><p>• Provide technicians with necessary information and ongoing support for successful service delivery.</p><p>• Monitor and update new and existing service tickets to ensure accurate records and timely resolutions.</p>
We are looking for a dedicated Customer Service Representative to join our team in Minneapolis, Minnesota. In this long-term contract role, you will play an essential part in delivering exceptional service within the healthcare industry. If you thrive in a fast-paced environment, enjoy helping others, and are eager to learn how your contributions impact the bigger picture, this opportunity is for you.<br><br>Responsibilities:<br>• Handle 20 to 40 incoming calls daily from patients and case managers, ensuring their needs are addressed promptly.<br>• Accurately enter orders into the designated system and maintain data integrity.<br>• Follow up on delayed or held orders to ensure timely processing and delivery.<br>• Review fee schedules to verify benefit eligibility and coverage details.<br>• Submit and process insurance authorizations efficiently and in compliance with regulations.<br>• Collaborate with management to identify areas for career growth and skill development.<br>• Provide proactive and thorough communication to resolve client concerns.<br>• Utilize basic medical terminology and electronic medical record systems to manage client information effectively.
<p>Robert Half is seeking a talented, self-driven Customer Service Representative to join our client based in the South Metro. The Customer Service Representative position is a contract-to-hire opportunity that will start immediately. The Customer Service Representative will be asked to answer incoming customer calls, process and enter orders, problem-solve issues, and communicate effectively with a wide variety of contacts. Job responsibilities: </p><ul><li>Complete paperwork for receiving department for incoming clients </li><li>Enter receivable information into the computer</li><li>Complete paperwork for shipping</li><li>Handle main switchboard calls as needed</li><li>Greet customers and visitors and direct them appropriately in a professional manner</li><li>Enter inbound product loads</li><li>Sit on and participate in meetings and training seminars</li><li>Scan documents into the system</li></ul>
<p><strong>Position Overview:</strong></p><p>Are you passionate about delivering exceptional customer experiences? Do you thrive in a fast-paced environment where you can solve problems and connect with people? We are seeking an experienced and highly motivated <strong>Customer Service Representative</strong> to join our team. In this role, you will be the face of the company, ensuring customer satisfaction and providing solutions with professionalism and efficiency.</p><p><strong>Responsibilities:</strong></p><ul><li>Provide prompt, courteous, and accurate responses to customer inquiries via phone, email, chat, or in-person interactions.</li><li>Troubleshoot customer issues and deliver timely resolutions, always striving for an exceptional experience.</li><li>Process orders, refunds, returns, and exchanges with accuracy and efficiency.</li><li>Collaborate with other departments to resolve complex issues and ensure seamless support.</li><li>Maintain up-to-date knowledge about company products, services, policies, and promotions.</li><li>Track, document, and report customer interactions in CRM systems to ensure accuracy and continuous improvement.</li><li>Proactively recommend solutions or products that meet customer needs.</li><li>Monitor customer feedback and escalate concerns as needed to improve processes.</li><li>Contribute to team goals and productivity standards while upholding company values.</li></ul>
<p>We are seeking a personable and professional <strong>Customer Service Representative</strong> to join our team and serve as the first point of contact for our customers. This role involves handling inbound calls, resolving inquiries, addressing customer concerns, and delivering an exceptional customer experience. The ideal candidate will exhibit excellent communication skills, a solution-oriented mindset, and the ability to multitask in a high-volume call center environment.</p>
<p>Robert Half is partnering with an industry leading manufacturer in the Twin Cities specializing in custom production and print finishing services. In this role, you’ll serve as a key liaison between customers, sales, and production—managing projects from order initiation through delivery. You’ll ensure that each job meets customer specifications, timelines, and quality expectations while maintaining strong communication across internal and external stakeholders. This is a great opportunity for someone with manufacturing or print industry experience who brings keen attention to detail, enjoys managing projects, and a passion for building lasting customer relationships.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for customers throughout the production process, ensuring clear communication and a positive service experience.</li><li>Translate customer requirements and sales details into accurate production orders, coordinating closely with estimating and production teams.</li><li>Review quotes, specifications, and timelines to confirm project accuracy and feasibility prior to production kickoff.</li><li>Oversee the progress of active jobs, tracking milestones and proactively addressing issues that could affect quality, cost, or delivery dates.</li><li>Facilitate smooth scheduling and workflow between departments to maintain on-time, high-quality output.</li><li>Conduct quality reviews and coordinate proofs, samples, or approvals with customers as needed.</li><li>Provide timely updates to customers and internal teams regarding order status, adjustments, or project challenges.</li><li>Generate billing documentation and ensure completed jobs are invoiced accurately.</li><li>Support account management and sales efforts through strong relationship-building and responsive service to promote repeat business.</li><li>Identify process improvements or communication enhancements to strengthen operational efficiency and customer satisfaction.</li></ul><p><br></p><p><br></p>
<p>We are looking for a proactive and detail-oriented Customer Success Specialist to join our team in Maple Grove, Minnesota. In this role, you will serve as the key point of contact for customers, ensuring their inquiries are addressed promptly and effectively. This position offers the opportunity to build strong relationships with clients while managing various administrative and customer service tasks.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with the outside sales team to meet and exceed customer satisfaction goals.</p><p>• Provide accurate and timely information regarding pricing, inventory availability, shipping costs, and delivery schedules.</p><p>• Handle customer inquiries, prepare price quotations, and initiate purchase orders as needed.</p><p>• Process customer orders, changes, and returns in accordance with departmental policies and procedures.</p><p>• Foster positive and attentive relationships with customers to enhance their overall experience.</p><p>• Calculate pricing, discounts, shipping fees, and sales margins with precision.</p><p>• Investigate and resolve customer complaints related to product quality or shipment issues.</p><p>• Identify opportunities to recommend and close additional purchases of products or services.</p><p>• Maintain organized records of orders and ensure customer information in the database is up-to-date.</p>
<p>Client Service Associate</p><p>Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.</p><p>Key Responsibilities</p><p>· Enter and maintain accurate client information in firms systems.</p><p>· Review new business, renewals, and endorsements for accuracy.</p><p>· Respond to client inquiries promptly and professionally.</p><p>· Assist with rating new business and providing marketing recommendations.</p><p>· Prepare proposals to help clients understand their options.</p><p>· Follow up on outstanding items and manage open activities.</p><p>· Identify cross-selling and up-sale opportunities.</p><p>· Report and monitor claims, ensuring proper follow-up per procedures.</p><p>· Maintain up-to-date knowledge of policies.</p><p>· Build strong relationships with 3rd parties, producers, and teammates.</p><p>Qualifications</p><p>· Preferred Experience: Client support in financial services with insurance industry experience.</p><p>· Licensing: State insurance license (or willingness to obtain).</p><p>· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.</p><p>· Soft Skills: Strong communication, customer service focus, and organizational abilities.</p><p>This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.</p><p>Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!</p><p><br></p>
<p><strong>Position Overview:</strong></p><p>We are seeking a <strong>Call Center Representative</strong> to join our dynamic team and handle 300+ inbound and outbound calls daily. The ideal candidate is a customer-focused, detail-oriented professional who thrives in a fast-paced environment. If you are energetic, empathetic, and passionate about delivering exceptional service over the phone, this is the role for you!</p><p><strong>Responsibilities:</strong></p><ul><li>Handle a high volume of inbound and outbound calls (300+ daily) while maintaining professionalism and accuracy.</li><li>Answer customer inquiries, resolve complaints, and provide product/service information with empathy and efficiency.</li><li>Process orders, payments, and data updates in a timely and accurate manner.</li><li>Escalate complex issues to the appropriate department or supervisor when necessary.</li><li>Follow call scripts and workflows while tailoring communications to meet individual customer needs.</li><li>Maintain detailed records of interactions, updates, and resolutions in the CRM system.</li><li>Meet or exceed key performance indicators (KPIs) related to call handling time, quality, and customer satisfaction.</li><li>Stay informed about company services, policies, and promotions to provide accurate and up-to-date information to customers.</li><li>Provide recommendations for improving customer service processes and communication strategies.</li></ul>
<p>We are seeking a Customer Service Representative to join our healthcare team in south Minneapolis, Minnesota. This role involves being a supportive and friendly voice in person and via phone, providing excellent service to our clients, and managing a variety of tasks simultaneously. The ideal candidate will be eager to learn new things and understand how their role contributes to the broader team. This position offers a contract to hire possibility. </p><p><br></p><p>Responsibilities:</p><p>• Handle between 20 and 40 calls from patients and case managers daily</p><p>• Accurately input orders into our order system</p><p>• Conduct follow-up on orders that may be delayed</p><p>• Review fee schedules to confirm benefit eligibility</p><p>• Submit and process authorizations to insurance companies</p><p>• Work proactively with management to define their career path</p><p>• Apply basic medical terminology knowledge in customer interactions</p><p>• Utilize customer service software for efficient service delivery</p><p>• Perform data entry tasks as needed</p><p>• Maintain electronic medical records in an organized and efficient manner.</p>
<p>We are looking for a dedicated Relationship Manager to join our client's team in the Twin Cities In this role, you will play a pivotal part in supporting clients with their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Establish and nurture strong relationships with clients to understand and address their financial goals and needs.</p><p>• Provide comprehensive support to Wealth Advisors by assisting with client services.</p><p>• Manage investment accounts and ensure accuracy in financial documentation and reporting.</p><p>• Collaborate with team members to share insights and improve firm processes and client outcomes.</p><p>• Uphold compliance standards and follow policies and procedures to maintain operational integrity.</p><p>• Assist clients with inquiries related to financial planning and investment strategies.</p><p>• Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.</p><p>• Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.</p><p>• Ensure a high level of customer satisfaction by consistently delivering precise and timely service.</p>
<p>We are looking for a detail-oriented Medical Receptionist to join our team in Minneapolis, Minnesota on a part-time basis. As a Patient Care Coordinator, you will play a pivotal role in ensuring a seamless experience for patients while supporting clinic operations. This is a Contract position within the healthcare industry, offering a dynamic and collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and check in patients for clinic and radiology appointments, ensuring a friendly and efficient experience.</p><p>• Provide clear instructions to patients regarding required forms and documentation.</p><p>• Collect and verify demographic and insurance information, entering details accurately into the NextGen system for billing purposes.</p><p>• Process patient payments, including co-pays, swiftly and accurately.</p><p>• Prepare daily charts for scheduled appointments to maintain efficient clinic operations.</p><p>• Assist patients in scheduling follow-up appointments and provide guidance on the patient portal.</p><p>• Coordinate interpreter services for patients requiring language assistance.</p><p>• Update and maintain the provider database within NextGen to ensure accurate tracking of referring providers.</p><p>• Keep the front office area tidy and organized, including restocking supplies and maintaining a welcoming environment.</p><p>• Collaborate with clinic staff to support smooth workflows and continuity of care for patients.</p>
<p>We are looking for a skilled and motivated accounts receivable specialist to join our team in Mendota Heights, Minnesota. As a key part of our customer service operations, you will be responsible for managing client accounts, resolving payment issues, and ensuring compliance with relevant policies and regulations. This is a long-term contract position offering the opportunity to build lasting relationships with customers while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Communicate effectively with customers to address overdue accounts, negotiate payment arrangements, and resolve disputes.</p><p>• Maintain accurate and detailed records of customer interactions and account statuses.</p><p>• Ensure all collection activities comply with federal, state, and company regulations.</p><p>• Utilize computer applications, including Microsoft Word and other relevant software, to manage and document account information.</p><p>• Work independently to prioritize tasks and manage time efficiently to meet collection goals.</p><p>• Stay updated on company policies and procedures related to collections to provide accurate information to customers.</p><p>• Collaborate with internal teams to address complex payment issues and enhance customer satisfaction.</p><p>• Review account details to identify discrepancies and take appropriate action to resolve them.</p><p>• Process payments and ensure proper documentation of transactions.</p><p>• Provide insights and recommendations to improve collection processes and customer service practices.</p>
We are looking for a Front Desk Coordinator to join our team in Bloomington, Minnesota. This is a Contract to permanent position ideal for someone who enjoys creating a welcoming environment and providing excellent customer service. The selected candidate will manage front desk operations and assist with daily administrative tasks while maintaining a business casual appearance.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring a friendly and detail-oriented experience.<br>• Manage incoming calls, direct inquiries, and provide information as needed.<br>• Maintain a clean and organized front desk area to uphold the detail-oriented appearance of the office.<br>• Coordinate office events and support day-to-day operations.<br>• Handle administrative tasks such as scheduling, filing, and data entry.<br>• Monitor office supplies and place orders when necessary.<br>• Ensure timely communication with tenants and resolve any issues or concerns.<br>• Work collaboratively with other team members to ensure smooth office operations.<br>• Utilize Microsoft Office tools to create documents, spreadsheets, and presentations.<br>• Provide customer service support to tenants and visitors, addressing inquiries promptly.
We are looking for a dedicated Accounts Receivable Specialist to join our team on a long-term contract basis in Minneapolis, Minnesota. In this role, you will oversee essential billing and accounts receivable tasks, ensuring accurate financial transactions and exceptional customer support. This position offers an opportunity to work with SaaS invoicing processes and collaborate across teams to resolve complex financial inquiries.<br><br>Responsibilities:<br>• Manage SaaS invoicing processes, including creating service orders and issuing credit memos.<br>• Respond promptly to a high volume of internal and external customer inquiries regarding billing and accounts receivable matters.<br>• Investigate and resolve complex billing issues, collaborating with various teams to ensure timely and accurate case resolution.<br>• Utilize Salesforce to track, manage, and communicate case progress effectively.<br>• Maintain clear and precise communication with both customers and internal stakeholders.<br>• Process and reconcile cash applications, ensuring all transactions are accurately recorded.<br>• Enter and code invoices efficiently, maintaining data integrity.<br>• Support overall billing functions by ensuring compliance with company policies and procedures.<br>• Work with NetSuite, Salesforce, and Excel to streamline financial operations and reporting.<br>• Provide insights and recommendations to improve billing and accounts receivable processes.
<p><strong>Position Overview:</strong></p><p>We are looking for a personable, organized, and proactive <strong>Front Desk/Office Assistant</strong> to join our team and ensure the smooth day-to-day functioning of our office operations. In this role, you will be the first point of contact for visitors and clients, while also supporting administrative tasks that keep the office running efficiently. If you have excellent communication skills, are highly organized, and enjoy multitasking, this is an excellent opportunity to grow your career in an administrative role.</p><p><strong>Responsibilities:</strong></p><ul><li>Act as the first point of contact for visitors and clients, providing a welcoming and professional experience.</li><li>Answer and direct phone calls, responding to inquiries or transferring calls to the appropriate departments.</li><li>Maintain a clean and organized front desk and common areas, ensuring a positive and professional office environment.</li><li>Manage scheduling for office appointments, meetings, and conference room bookings.</li><li>Provide administrative support to various departments, including data entry, filing, and document preparation.</li><li>Assist with incoming and outgoing mail and deliveries, including distributing mail and preparing shipments.</li><li>Monitor and order office supplies to ensure adequate stock and functionality of office equipment.</li><li>Handle basic bookkeeping tasks, such as processing invoices or tracking departmental expenses.</li><li>Coordinate the setup of meetings and events, including ordering catering or creating materials as needed.</li><li>Support other team members with tasks or special projects as assigned by management.</li></ul>
We are looking for an Onsite Chart Retrieval Specialist to join our team in Eden Prairie, Minnesota, for a long-term contract position. In this role, you will play a vital part in supporting healthcare operations by ensuring the efficient retrieval and handling of medical charts. This opportunity is ideal for individuals who thrive in a collaborative environment and are passionate about delivering excellent customer service within the health insurance industry.<br><br>Responsibilities:<br>• Coordinate and execute the retrieval of medical charts from healthcare facilities, ensuring compliance with established protocols.<br>• Communicate effectively with healthcare providers and staff to facilitate chart requests and updates.<br>• Utilize video tools and technology to support remote chart retrieval processes.<br>• Ensure accuracy and confidentiality of patient records during retrieval and transfer.<br>• Maintain detailed documentation of retrieval activities and report progress to management.<br>• Collaborate with team members and other departments to resolve issues related to chart retrieval.<br>• Adhere to all guidelines and regulations related to healthcare information and patient privacy.<br>• Monitor and analyze data using R Code to identify trends and improve operational efficiency.<br>• Provide exceptional customer service to healthcare providers and internal teams.<br>• Support continuous improvement initiatives to streamline chart retrieval processes.
<p>We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. This onsite role offers a contract to hire employment opportunity.</p><p><br></p><p>The objective of this role is to ensure the agent contracting process is as smooth and efficient as possible for our agents from start to finish. As a licensing specialist, you will execute professionalism while providing top notch customer service and work to find and create efficiencies<em>. </em>This is an amazing opportunity to join our team in a much-needed position. </p><p> </p><p>Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. </p><p>We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><ul><li>Generate and process contracting applications and other required forms for submission on all new and existing agents and agencies within Simplicity.</li><li>Completes routine follow-up on submitted agent contracting paperwork to ensure proper processing.</li><li>Assist with agent updates, contract changes, while proactively looking for ways to streamline the process to make it as smooth as possible for the agent.</li><li>Applies sound insurance knowledge regarding products and services, troubleshooting issues, and working to resolve in the quickest and most efficient way to best meet agent needs.</li><li>Provide professional correspondence via email and phone</li><li>Work efficiently to meet all service level agreements</li><li>Understand carrier workflows and maneuver carrier websites</li><li>Work closely with team members to meet common goals and assist when able</li></ul><p> </p><p><strong>Qualifications / Requirements: </strong></p><ul><li>Minimum of a High school diploma / GED </li><li>Strong computer skills; able to type 50+ words per minute </li><li>Proficiency in Microsoft Office (Word, Excel) </li><li>Experience with G Suite and Salesforce preferred, not required</li><li>Experience in related position preferred, not required</li></ul><p><strong> </strong></p><p><strong>Core Competencies:</strong></p><ul><li>Ability to provide exceptional customer service</li><li>Effective time management skills</li><li>Ability to prioritize and multitask in a fast-paced environment, and utilize multiple programs simultaneously</li><li>Capable of working both independently and in a team environment</li><li>Excellent organizational skills, attention to detail is a must</li><li>Ability to react to change in a productive and positive manner</li></ul><p><br></p><p><br></p><p><br></p><ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</li></ul>
<p>We are looking for a detail-orientedOffice Assistant to join our team in Monticello, Minnesota. In this Contract-to-Permanent position, you will play a key role in maintaining accurate and organized records while supporting various administrative tasks. This opportunity is ideal for someone with strong attention to detail, excellent customer service skills, and a proactive approach to problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input application data into designated databases and systems.</p><p>• Follow up with clients to collect and verify missing or incomplete information.</p><p>• Maintain organized records of data entries and client communications for easy access and reference.</p><p>• Perform routine quality checks to ensure data accuracy and consistency.</p><p>• Provide exceptional customer service by responding to inquiries and addressing concerns promptly.</p><p>• Utilize Microsoft Excel and Word to manage and format data effectively.</p><p>• Scan, organize, and file documents in both physical and digital formats.</p><p>• Collaborate with the team to improve data entry processes and boost efficiency.</p>
<p>We are looking for a skilled Billing Specialist to join a dynamic and detail-oriented services team in Minneapolis, Minnesota. This role is ideal for individuals with a background in accounts receivable and billing processes who are eager to contribute to a stable and growing organization. The position offers flexibility with remote work options three days per week and includes a competitive benefits package.</p><p><br></p><p>Responsibilities:</p><p>• Manage billing activities to ensure timely and accurate invoicing for clients.</p><p>• Perform accounts receivable functions, including tracking, reporting, and resolving discrepancies.</p><p>• Utilize financial software, such as Aderant and Costpoint, to process invoices and maintain records.</p><p>• Communicate with customers to address inquiries or issues related to billing and payments.</p><p>• Collaborate with internal teams to streamline billing processes and improve efficiency.</p><p>• Monitor account balances and follow up on overdue payments to ensure timely collection.</p><p>• Export and analyze customer service data to support billing operations.</p><p>• Generate regular financial reports to provide insights on billing and accounts receivable performance.</p><p>• Assist with implementing improvements to billing systems and workflows.</p><p>• Ensure compliance with company policies and industry standards in all billing activities.</p>
<p>We are looking for a detail-oriented Payroll Specialist to join our client's team in Saint Paul, Minnesota. In this long-term contract position, you will play a key role in ensuring accurate and timely payroll processing for faculty, staff, and students. Your expertise will support various payroll functions, including compliance with regulations, resolving discrepancies, and providing exceptional service to campus constituents.</p><p><br></p><p>Responsibilities:</p><p>• Process regular payrolls ensuring accuracy and adherence to deadlines.</p><p>• Input and maintain employee data related to direct deposits, tax deductions, earnings, and miscellaneous adjustments.</p><p>• Investigate and resolve payroll discrepancies by analyzing and collecting relevant information.</p><p>• Calculate and process garnishments while ensuring compliance with applicable laws.</p><p>• Submit payroll files to the bank for direct deposit and positive pay transactions.</p><p>• Manage payments to agencies and vendors for deductions, maintaining accurate records.</p><p>• Print, prepare, and distribute checks as required.</p><p>• Assist employees and supervisors by addressing timecard-related questions and resolving issues.</p><p>• Reconcile and analyze timecards before integrating them into payroll systems.</p><p>• Provide customer service to campus staff, answering payroll-related inquiries and offering guidance based on policies.</p>
<p>We are looking for a meticulous Accounts Payable Clerk to join a team in Arden Hills, Minnesota. In this Contract to permanent position, you will play a vital role in managing accounts payable processes while supporting administrative duties. This role requires excellent organizational skills, strong communication abilities, and a commitment to maintaining high standards in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage accounts payable tasks, including coding invoices and handling check runs.</p><p>• Ensure accurate invoice processing and timely payments to vendors.</p><p>• Respond to inbound calls with professionalism and provide excellent customer service.</p><p>• Monitor office supplies and track inventory to ensure adequate stock levels.</p><p>• Assist in scanning and organizing documents to support the transition to paperless systems.</p><p>• Handle mail distribution and ensure timely delivery to appropriate recipients.</p><p>• Provide support during peak periods, such as open enrollment, to ensure smooth operations.</p><p>• Collaborate with HR and other departments when necessary to assist with administrative tasks.</p><p>• Maintain a business casual appearance and uphold high workplace standards.</p><p>• Utilize software tools such as Sage Intacct and Teams to perform daily tasks efficiently.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p>Are you ready to put your financial skills to work with a company that values expertise, collaboration, and innovation? We’re seeking a detail-oriented and proactive <strong>Accounts Receivable Specialist</strong> to join a thriving organization that takes pride in its impact and commitment to excellence. If you’re passionate about numbers, excel at maintaining accurate records, and enjoy problem-solving, this might be your next career move!</p><p><br></p><p><strong>Why You’ll Love This Role:</strong></p><p><br></p><ul><li><strong>Dynamic Work Environment</strong>: Be part of a diverse, inclusive, and collaborative team that supports your growth.</li><li><strong>Impactful Work</strong>: Your expertise in accounts receivable will ensure smooth operations and contribute directly to the organization’s success.</li><li><strong>Growth Opportunities</strong>: The role offers challenges and room for professional advancement as part of a forward-thinking company.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Process, monitor, and reconcile accounts receivable transactions in a timely and accurate manner.</li><li>Prepare invoices for customers and ensure accurate documentation across systems.</li><li>Manage payment collection, follow up on outstanding accounts, and address customer inquiries.</li><li>Investigate and resolve discrepancies in account balances or payments.</li><li>Generate detailed financial reports to assist in decision-making and forecasting.</li><li>Collaborate closely with internal departments to optimize workflows and strengthen customer relationships.</li><li>Adhere to established policies and support the improvement of accounts receivable processes.</li></ul><p><br></p>
<p>We are looking for a Trust Operations Specialist to join a local team on a contract basis. In this role, you will provide essential operational support to the personal trust business, ensuring smooth account maintenance, reconciliation, and processing tasks. This remote position requires strong attention to detail, excellent communication skills, and a commitment to delivering high-quality service to clients and advisors.</p><p><br></p><p>Responsibilities:</p><p>• Manage trust account operations, including setting up new accounts, processing paperwork, and initiating funding activities.</p><p>• Oversee the closing and de-funding of trust accounts, ensuring all required waivers and releases are properly handled.</p><p>• Address inquiries from clients and advisors, ensuring requests are reviewed and approved according to established procedures.</p><p>• Maintain data integrity for trust accounts by performing quality control checks and reconciliations to support client and advisor relationships.</p><p>• Handle daily cash processing tasks such as entering distributions, resolving errors, and collaborating with internal teams for account reconciliation.</p><p>• Coordinate fee processing activities to ensure accurate and timely handling of related transactions.</p><p>• Support account terminations by managing delivery instructions and properly closing interfaces with relevant systems.</p><p>• Facilitate daily net settlements by monitoring and processing transactions accurately.</p><p>• Communicate effectively with internal and external stakeholders to provide updates and resolve issues.</p><p>• Assist with project support and other tasks related to trust administration as needed.</p>
