We are looking for a bilingual Account Coordinator to join our team in Aston, Pennsylvania. In this Contract-to-permanent position, you will play a key role in fostering relationships with existing and prospective Select Employee Groups (SEGs) by promoting our credit union's products, services, and programs in both English and Spanish. Your efforts will help expand our reach and enhance member engagement while ensuring cultural and linguistic accuracy in promotional materials.<br><br>Responsibilities:<br>• Build and maintain relationships with Select Employee Groups (SEGs) by presenting credit union programs, products, and services.<br>• Identify and acquire new SEGs, securing approvals for additions and changes as needed.<br>• Conduct outreach campaigns to members using lead lists, both via phone and other communication channels.<br>• Collaborate with the Marketing team to proofread and adapt Spanish-language promotional materials for accuracy and cultural relevance.<br>• Represent the credit union professionally and positively at events and during interactions with members and employees.<br>• Promote the mobile branch delivery channel and other services to potential SEGs.<br>• Assist with administrative tasks such as ordering office supplies and maintaining billing functions.<br>• Support collections efforts for consumer accounts as required.<br>• Provide exceptional customer service in a call center environment, ensuring member satisfaction.
<p>We are looking for a personable and organized Front Desk Coordinator to join our team on a contract basis located in the Greater Philadelphia Region. In this role, you will be the first point of contact for visitors and team members, ensuring a welcoming and detail-oriented office environment. This Front Desk Coordinator position offers an excellent opportunity to contribute to the smooth daily operations of our organization.</p><p><br></p><p>What you get to do every single day:</p><p>• Welcome and assist visitors and staff with courtesy and efficiency.</p><p>• Handle incoming and outgoing mail, as well as organize and distribute packages efficiently.</p><p>• Monitor office supplies and replenish inventory to maintain seamless daily operations.</p><p>• Provide administrative support, including scheduling, record maintenance, and document preparation.</p><p>• Ensure the front office area remains clean, organized, and aligned with the company's standards.</p><p>• Respond to phone calls using a multi-line system and direct inquiries appropriately.</p><p>• Assist with concierge services, addressing visitor and employee needs promptly.</p><p>• Collaborate with team members on special projects and tasks as required.</p>
<p>We are looking for an organized and personable Front Desk Coordinator to join a Charter school located in the Greater Philadelphia Region on a contract basis for 3-4 months. In this role, you will be the first point of contact for visitors while also supporting the administrative needs of the office. This Front Desk Coordinator position requires excellent communication skills, efficiency with technology, and a proactive approach to managing daily tasks.</p><p><br></p><p>What you get to do every single day:</p><p>• Record and maintain accurate documentation for late notes and early dismissals.</p><p>• Serve as a liaison between families, guardians, teachers, and staff to ensure smooth communication.</p><p>• Perform data entry tasks and maintain spreadsheets with precision and attention to detail.</p><p>• Coordinate and schedule meetings for the Dean, Principal, Assistant Principal, and other key staff members.</p><p>• Handle filing, scanning, copying, printing, and other clerical duties to support the office.</p><p>• Manage the distribution and organization of incoming and outgoing mail.</p><p>• Provide reception and concierge services to ensure visitors and callers receive prompt assistance.</p><p>• Operate multi-line phone systems effectively to answer and direct inbound calls.</p>
<p>We are looking for a dedicated Collections Specialist to join a team in Wilmington, Delaware, on a contract with potential for a long-term role. The ideal candidate will have a strong background in collections and customer service, particularly in a high-volume call center environment. This role requires someone who can effectively manage billing and collection processes while maintaining positive client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Manage a portfolio of accounts to ensure timely collection of payments and resolution of outstanding balances.</p><p>• Communicate with customers via phone and email to address payment inquiries and resolve disputes.</p><p>• Analyze account discrepancies and collaborate with internal teams to ensure accurate billing.</p><p>• Maintain detailed records of all customer interactions and payment activities.</p><p>• Utilize Microsoft Excel to track and report on collection activities and account statuses.</p><p>• Follow established processes to meet collection goals and reduce delinquency rates.</p><p>• Provide exceptional customer service while handling sensitive financial information.</p><p>• Identify and escalate complex issues to the appropriate departments for resolution.</p><p>• Monitor and update account information to ensure accuracy and compliance with company policies.</p>
<p>We are looking for a skilled Receptionist to join a team on a contract basis in Malvern, Pennsylvania. This role is ideal for an organized and customer service-oriented individual who thrives in dynamic environments. As the first point of contact, you will play a pivotal role in ensuring smooth communication and operational efficiency within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Dispatch and create work orders using available resources to address client needs effectively.</p><p>• Research and gather necessary information to provide timely resolutions to inquiries.</p><p>• Identify high-priority issues and escalate them appropriately to ensure prompt attention.</p><p>• Route incoming calls to the correct departments or personnel to streamline communication.</p><p>• Conduct follow-up calls to ensure customer satisfaction and resolution of issues.</p><p>• Monitor call queue data and adjust priorities to maintain productivity.</p><p>• Provide precise and timely client work orders to ensure customer satisfaction.</p><p>• Perform accurate data entry using multiple systems and applications.</p><p>• Adhere to client-specific standards and guidelines to meet business objectives.</p><p>• Respond promptly to emergency situations and assist in resolving critical issues.</p>
We are in the service industry, located in West Long Branch, New Jersey, United States, and we're on the lookout for a Product Support Specialist. In this role, you will be responsible for providing top-notch support to our customers, troubleshooting technical issues, and enhancing the overall user experience of our logistics automation platform.<br><br>Responsibilities:<br>• Handle technical support tickets, with a focus on product-related concerns.<br>• Deliver high-quality product support to customers, addressing inquiries related to our platform.<br>• Utilize SQL queries to delve into customer data and investigate issues.<br>• Aid customers in understanding product features, best practices, and technical configurations.<br>• Collaborate with the development team to identify, escalate, and rectify software bugs.<br>• Work hand-in-hand with product managers, engineers, and customers to elevate the user experience.<br>• Develop and upkeep support documentation to streamline troubleshooting processes.<br>• Contribute to improving the platform by providing valuable feedback from customers.
We are in need of a Desktop Support Analyst to join our team in the healthcare sector, located in Princeton, New Jersey. The role involves providing crucial technical support to our team, ensuring the smooth operation of our systems. This entails troubleshooting hardware, software, and network issues, as well as managing user accounts and access controls.<br><br>Responsibilities:<br><br>• Deliver both remote and deskside support to staff, addressing software, hardware, and network problems.<br>• Ensure the successful installation, configuration, and maintenance of Windows and macOS operating systems, along with printers and other peripherals.<br>• Take charge of managing user accounts and controlling access in Active Directory and O365.<br>• Support both cloud-based and on-premise IT environments, including the use of VPNs and remote desktop tools.<br>• Document all troubleshooting steps and IT procedures for future reference within the team.<br>• Collaborate effectively with other members of the IT team to escalate and resolve complex issues.<br>• Use your knowledge of Android Development, Cisco Technologies, Citrix Technologies, Computer Hardware, Dell Technologies, Active Directory, Apple Devices, Backup Technologies, and Configuration Management to effectively perform your role.
We are looking for a skilled Product Support Specialist to join our team in Marlton, New Jersey. In this role, you will create detailed 2D and 3D drawings, renderings, and Bills of Materials (BOMs) for a variety of furniture projects. You will collaborate with Furniture Dealers and Sales Representatives to meet project requirements while providing technical expertise throughout the process.<br><br>Responsibilities:<br>• Create accurate and detailed 2D and 3D drawings for furniture layouts across diverse project scopes.<br>• Revise and update designs as needed to reflect evolving project requirements.<br>• Specify products from multiple furniture lines, ensuring compatibility with project needs and a strong understanding of product codes.<br>• Collaborate with team members to develop design solutions, recommend value engineering options, and optimize overall layout plans.<br>• Provide technical support to Furniture Dealers and Sales Representatives throughout the project lifecycle.<br>• Maintain up-to-date knowledge of furniture systems, finishes, materials, and specifications.<br>• Interpret technical documents and instructions, including oral, written, diagrammatic, or schedule-based formats, to ensure project accuracy.<br>• Manage multiple projects simultaneously while maintaining organization and attention to detail.<br>• Stay informed about current and emerging furniture lines to enhance product recommendations.
We are looking for a skilled Product Support Specialist to join our team in Marlton, New Jersey. In this role, you will be responsible for creating precise 2D and 3D designs, renderings, and Bills of Materials (BOMs) for furniture projects. You will collaborate closely with Furniture Dealers and Sales Representatives to deliver tailored solutions while providing technical support throughout project lifecycles.<br><br>Responsibilities:<br>• Design accurate 2D and 3D layouts for furniture projects, ensuring all specifications are met.<br>• Update and revise designs as project requirements evolve.<br>• Specify products across multiple furniture lines, demonstrating expertise in product codes and applications.<br>• Work collaboratively with team members to propose design solutions, recommend value engineering options, and optimize layouts.<br>• Maintain deep knowledge of furniture systems, materials, finishes, and specifications to ensure high-quality output.<br>• Communicate effectively with stakeholders to present design concepts and address technical inquiries.<br>• Manage multiple projects simultaneously, ensuring deadlines are met and client expectations are exceeded.<br>• Interpret technical documents, diagrams, and schedules to provide accurate and comprehensive design plans.<br>• Stay current with new and existing furniture product lines to offer innovative solutions.<br>• Utilize AutoCAD and other design software to create detailed renderings and layouts.
Position Overview:<br>This role involves creating detailed 2D and 3D drawings, renderings, and Bills of Materials (BOMs) for a variety of furniture projects. Specifiers work closely with Furniture Dealers and Sales Representatives to understand project requirements and provide technical support throughout the process.<br><br>Key Responsibilities:<br><br>Develop accurate 2D and 3D drawings for furniture layouts across a range of project scopes.<br><br>Handle design revisions and updates as projects evolve.<br><br>Specify products across multiple lines, with a strong grasp of product codes and applications.<br><br>Collaborate with team members to offer design solutions, value engineering, and overall layout recommendations.<br><br>Qualifications:<br><br>Bachelor’s degree or 6–10 years of relevant experience, or an equivalent combination of education and experience.<br><br>Proficiency in AutoCAD and 2020 CAP & Worksheet; CET Configura experience preferred.<br><br>Deep knowledge of furniture systems, finishes, materials, and specifications.<br><br>Strong product knowledge and ability to stay current with new and existing lines.<br><br>Clear communicator with the ability to present design ideas effectively.<br><br>Organized, detail-oriented, and capable of managing multiple projects at once.<br><br>Self-starter with a proven ability to meet deadlines and solve problems independently.<br><br>Familiarity with furniture specifications in corporate, healthcare, and education environments.<br><br>Comfortable reading technical documents and interpreting various forms of instructions (written, oral, diagram, or schedule-based).<br><br>Strong math and analytical skills.
<ul><li>Product Development: Partner with the data science team to conceptualize, develop, and refine cutting-edge data analytics products tailored to specific engineering domains.</li><li>Sales Enablement: Collaborate with the sales team to articulate product value, address customer needs, and drive sales to advanced technical SMEs/PHDs</li><li>Customer Success: Provide comprehensive technical support, training, and onboarding to ensure customer satisfaction and product adoption.</li><li>Market Intelligence: Conduct market research, analyze competitive landscapes, and identify opportunities for product enhancement and expansion.</li><li>Product Documentation: Develop clear and concise product documentation, including user guides, process flows, and use cases.</li></ul><p><br></p>
<p>We are in search of an IT Auditor to join our team in Central, New Jersey. This role primarily involves evaluating IT controls, identifying potential risks, and providing recommendations to enhance IT governance adhering to industry regulations and best practices. You will be working in the insurance industry and your responsibilities will include:</p><p><br></p><p>• Evaluating cybersecurity protocols, data protection measures, and incident management procedures to ensure they are aligned with insurance data privacy requirements and industry standards.</p><p>• Planning, developing, and executing IT audit programs with a focus on system controls, data integrity, and IT governance within the insurance industry.</p><p>• Identifying and evaluating risks associated with IT systems, data management, and cybersecurity within insurance operations, and recommending enhancements to internal controls.</p><p>• Ensuring that IT systems and processes are in compliance with regulatory standards applicable to the insurance industry including Sarbanes-Oxley (SOX), GDPR, HIPAA, NAIC Model Laws, and state-specific regulations.</p><p>• Documenting audit findings, preparing comprehensive audit reports, and presenting findings and recommendations to senior management and relevant stakeholders.</p><p>• Collaborating with IT, security, and business departments to understand system processes and ensure audit recommendations are effectively implemented.</p><p>• Conducting IT audits related to third-party vendors and service providers to ensure compliance with internal policies and regulatory requirements, especially around data security and system integration.</p><p>• Staying abreast with emerging technologies, trends, and regulatory changes in the insurance and IT audit landscape, and proactively recommending process improvements and innovations to strengthen the company’s IT audit function.</p>
We are looking for a detail-oriented Administrative Assistant to support daily operations and ensure seamless workflow within our organization. This role is ideal for someone with healthcare experience who thrives in a fast-paced environment and can manage multiple tasks efficiently. Your contributions will play a vital role in maintaining organization and supporting business growth.<br><br>Responsibilities:<br>• Manage inbound and outbound calls with professionalism and efficiency.<br>• Coordinate schedules and appointments using calendar management tools.<br>• Perform data entry and maintain accurate records of administrative tasks.<br>• Handle email correspondence and respond promptly to inquiries.<br>• Assist with ordering office supplies and maintaining inventory.<br>• Provide receptionist support by greeting visitors and managing front desk duties.<br>• Scan and organize documents for easy access and record-keeping.<br>• Support business development efforts by preparing materials and coordinating meetings.<br>• Maintain basic office functions, ensuring a well-organized and productive environment.<br>• Collaborate with team members to streamline administrative processes.
We are looking for a detail-oriented and friendly Receptionist to join our team in Eatontown, New Jersey. This is a long-term contract position that offers the opportunity to grow within the organization. You will play a vital role in ensuring smooth communication and providing exceptional support to both staff and clients.<br><br>Responsibilities:<br>• Greet visitors and clients warmly while managing the front desk operations efficiently.<br>• Handle incoming calls using a multi-line phone system and direct them to the appropriate team members.<br>• Maintain an organized and detail-oriented reception area to create a welcoming environment.<br>• Assist with administrative tasks, including data entry and scheduling appointments.<br>• Provide support for office operations, ensuring a seamless day-to-day workflow.<br>• Respond to inquiries and provide accurate information to clients and staff.<br>• Monitor and manage office supplies, ensuring necessary items are stocked.<br>• Coordinate with team members to support internal communications and processes.<br>• Handle confidential information with discretion and professionalism.<br>• Facilitate communication through virtual platforms such as Teams when required.
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Robert Half has partnered with a thriving global company on their search for an experienced Credit Specialist. We are looking for a candidate who can identify and monitor overdue payments, report collection activity, arrange debt payoffs, and resolve billing and customer credit issues. This Credit Specialist will also process payments and refunds, update account records, and provide assistance where collection efforts are needed.</p><p><br></p><p>Primary Duties</p><p>• Create and maintain credit history records</p><p>• Assist with administrative activities</p><p>• Document daily collection activity</p><p>• Assist with ACH transactions</p><p>• Complete collection effort calls</p><p>• Daily Cash Applications</p><p>• Access and analyze credit worthiness</p><p>• Identify delinquent accounts</p><p>• Perform payment reconciliations</p><p>• Assist customer service department</p><p>• Prepare monthly customer statements</p><p>• Develop and schedule payment plans</p>
<p>Robert Half has partnered with a growing firm within the Wilmington Delaware area on their search for a multi-tasking, Billing Specialist with e-billing expertise. As the Billing Specialist, you will oversee client invoicing, assist with the collections process, handle billing inquiries, assist with calendar management, complete accounts receivable/payable transactions, perform legal research, complete account reconciliations, and prepare legal documents as needed. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly. </p><p><br></p><p>What you get to do everyday</p><p>· Data entry of billing tickets/order entry</p><p>· Enter daily invoice transactions</p><p>· Process and reconcile billing</p><p>· Send and receive FedEx packages</p><p>· Update and maintain client accounts</p><p>· Provide administrative support</p><p>· Email follow-up on client inquiries</p><p>· Assist with billing projects as needed</p>
<p>We have partnered with a successful organization on their search for a thorough Sr. Payroll Specialist with proven experience processing multi-state payroll for hourly and salaried employees. In this role, you will maintain employee payroll records, data entry of payroll transactions, process payroll garnishments, assist with cost analysis, reconcile payroll data, provide audit support, assist with payroll discrepancies, and coordinate with HR on employee tax updates. This candidate must have knowledge of payroll, wage and tax laws, and have the ability to multi-task time sensitive confidential request.</p><p> </p><p>Major Responsibilities</p><p>· Enter and process payroll data</p><p>· Assist with general accounting tasks</p><p>· Prepare financial statements</p><p>· Coordinate with HR on compliance regulations</p><p>· Handle incoming payroll call inquiries</p><p>· KPI Reporting</p><p>· Reconcile payroll data</p><p>· Process payroll calculations</p><p>· Assist with payroll discrepancies</p><p>· Prepare weekly/monthly payroll reports</p>
<p>We are looking for a <strong>PART TIME </strong>Administrative Assistant with strong attention to detail to support executive-level operations in a fast-paced environment. Based in Princeton, New Jersey, this contract position requires exceptional organizational skills and the ability to manage multiple priorities effectively. The ideal candidate will excel in communication, scheduling, and administrative tasks to ensure smooth day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage executive calendars, including scheduling meetings and appointments.</p><p>• Facilitate conference calls and ensure proper documentation of discussions.</p><p>• Prepare accurate meeting minutes and distribute them to relevant stakeholders.</p><p>• Handle email correspondence with precision and timeliness.</p><p>• Utilize Microsoft Office Suite to create reports, presentations, and other required documents.</p><p>• Organize and maintain records, files, and documentation for easy access.</p><p>• Provide general administrative assistance to executives, ensuring efficient workflow.</p><p>• Assist in planning and executing meetings, conferences, and other events.</p>
<p>We are seeking a highly organized and experienced Accounting Supervisor with strong knowledge of government accounting, financial reporting, and budgeting. In this Accounting Supervisor role, the candidate will provide guidance, direction, and mentorship to the accounting team, review financial statements, revise internal reports, oversee accounts payable transactions, monitor fixed assets, perform bank reconciliations, assist with payroll accounting activities, track internal controls, and assist with the development of annual budgets and forecasting. This Accounting Supervisor must have thorough understanding of GAAP and financial accounting principles, be able to succeed in a fast-paced environment, proven leadership abilities, and possess strong analytical skills.</p><p> </p><p>Primary Responsibilities</p><p>· Review and assist with budget reports</p><p>· Analyze financial data</p><p>· Monitor profit and loss for the organization</p><p>· Assist with month end close</p><p>· Maintain a system of accounting policies and procedures</p><p>· Review financial statements, update financials as needed</p><p>· Monitor internal controls</p><p>· Assist with audit documentation</p><p>· Ensure the accuracy and timely delivery of invoices</p><p>· Recommend improvements to accounting procedures</p>
<p>Join our dynamic finance team as an FP& A Manager-Cost/Sales Analyst, where you will own varied responsibilities including FP& A, Sales Analysis, and Product Costing. As the FP& A Manager you will provide financial planning and analysis to support financial growth, provide insight to support strategic decision-making, partner with department heads to develop budgets and forecasts, prepare and analyze monthly, quarterly, and annual financial reports, generate financial reports for management, create financial summaries, and dashboards and reports to monitor key KPI’s, including financial due diligence and integration planning. This position offers the opportunity to combine analytical insight with operational impact-bridging finance, sales, and production to deliver meaningful cost structures and optimizing price strategies.</p><p><br></p><p>Major Responsibilities</p><p>· Lead the budgeting, forecasting, and financial planning processes, ensuring alignment with company goals and operational strategies.</p><p>· Analyze cost structures, margins, and sales trends to identify profit improvement opportunities.</p><p>· Develop and maintain financial models to support business planning, scenario analysis, and decision-making.</p><p>· Prepare and present monthly and quarterly financial reports highlighting key performance indicators (KPIs), variances, and business drivers.</p><p>· Provide detailed cost analysis and margin reporting by customer, region, or product line.</p><p>· Monitor inventory levels, standard costs, and variances; work with accounting to ensure accurate cost reporting.</p><p>· Support new product launches and business initiatives with financial impact analysis and ROI assessments.</p><p>· Drive continuous improvement in FP& A processes, tools, and reporting capabilities.</p><p>· Serve as a key financial advisor to senior leadership, helping guide data-informed strategic decisions.</p>
<p>We are in search of a proficient Business Systems Analyst to join our team in the insurance industry. The position is based in Central, New Jersey. In this role, you will be expected to collaborate with various teams and stakeholders, analyze and document requirements, and provide ongoing support for implemented systems.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Engage with business stakeholders to collect, scrutinize, and document requirements.</p><p>• Convert business requirements into comprehensive functional and technical specifications.</p><p>• Collaborate intensely with development, QA, and IT teams to guarantee the successful execution of technology solutions.</p><p>• Conduct data analysis to spot trends and offer actionable insights.</p><p>• Lead workshops, meetings, and discussions to ensure project alignment.</p><p>• Create and uphold project documentation, including business requirements, process flows, and user stories.</p><p>• Support User Acceptance Testing and offer continuous support for systems in use.</p><p>• Use business analysis tools such as Atlassian Jira and Confluence effectively.</p><p>• Apply Agile and Scrum methodologies in project management.</p><p>• Conduct business process modeling and data analysis.</p><p>• Leverage proficiency in SQL and data analysis tools.</p><p>• Understand and apply insurance processes, terminology, and regulations.</p>
<p>Robert Half is seeking <strong>recent college graduates</strong> with a strong foundation in <strong>finance, accounting, or economics</strong> for an exciting opportunity with a leading global financial firm. This role is ideal for detail-oriented individuals eager to start their careers in financial data analysis and gain exposure to large-scale financial reporting operations.</p><p><br></p><p>As a <strong>Financial Data Analyst</strong>, you will support key data integrity and reporting initiatives for the client’s financial research and analytics platforms. This position plays a critical role in ensuring the accuracy and consistency of financial information used by analysts and market professionals worldwide.</p><p><br></p><p>This is a <strong>hands-on, data-driven role</strong> that requires excellent attention to detail, solid Excel skills, and the ability to manage repetitive yet essential data validation tasks with accuracy and consistency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Validate, update, and maintain large sets of financial data with a high degree of accuracy.</li><li>Conduct quality control checks and assist in resolving discrepancies.</li><li>Use Excel (lookups, pivot tables) to support data management and reporting.</li><li>Work efficiently through repetitive tasks while maintaining strong productivity standards.</li><li>Collaborate with team members and project leaders across various time zones.</li></ul><p><br></p><p><br></p>
<p><strong>Overview:</strong></p><p>The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>
<p>We are in need of a Quality Assurance Analyst to join our team in the insurance industry located in Central, New Jersey. As a Quality Assurance Analyst, you will play a crucial role in ensuring the integrity and quality of our systems and processes. This position involves leading quality assurance initiatives, designing and executing test cases, developing automated test scripts, and validating data accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Lead quality assurance initiatives for Property & Casualty insurance projects, ensuring compliance with quality standards.</p><p>• Team up with cross-functional groups, including developers, business analysts, and product owners, to establish testing strategies.</p><p>• Design, document, and execute extensive test cases derived from business requirements and technical specifications.</p><p>• Keep detailed records of test cases, test outcomes, and defect tracking.</p><p>• Conduct hands-on tests, including functional, regression, integration, and user acceptance testing.</p><p>• Develop and maintain automated test scripts to enhance testing efficiency and coverage.</p><p>• Leverage coding skills to customize and enhance testing frameworks as necessary.</p><p>• Write and execute SQL queries to validate data integrity and accuracy.</p><p>• Analyze and troubleshoot data discrepancies between systems.</p>
