<p>We are looking for a skilled and adaptable Bilingual Spanish Customer Service Representative to join our team in Delray Beach, Florida. The ideal candidate will thrive in a fast-paced environment, demonstrate strong communication skills, and efficiently manage multiple responsibilities while maintaining a detail-oriented demeanor.</p><p><br></p><p>Responsibilities:</p><p>• Communicate clearly and effectively in both English and Spanish.</p><p>• Learn and adhere to company processes to ensure accurate and timely support.</p><p>• Manage and organize daily tasks and responsibilities in a fast-paced environment.</p><p>• Follow up on accounts and documents, ensuring all necessary actions are taken to resolve issues.</p><p>• Handle sensitive documents, both electronic and physical, with accuracy and confidentiality.</p><p>• Schedule and coordinate account follow-ups to meet deadlines and address customer needs.</p><p>• Present information and respond to questions from customers and management in a detail-oriented manner.</p><p>• Exhibit flexibility and adaptability to meet changing priorities and requirements.</p><p>• Maintain a cooperative and polite attitude while addressing customer inquiries and concerns</p>
<p><strong>Robert Half is partnering with a well-established company in Miami that’s looking for a Bilingual Customer Service Representative to join their growing team. The ideal candidate is professional, people-oriented, and passionate about providing excellent customer support in both English and Spanish.</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer high-volume inbound calls and respond to customer inquiries in a friendly and efficient manner.</li><li>Provide accurate information regarding products, services, and account details.</li><li>Document customer interactions and follow up to ensure resolution.</li><li>Handle order processing, account updates, and general administrative support.</li><li>Communicate with internal departments to resolve customer concerns promptly.</li><li>Maintain a positive and professional attitude with every interaction.</li></ul><p><br></p>
<p>We are looking for a Bilingual Spanish Customer Experience Specialist to join a non-profit organization based in Miami, Florida. In this Contract-to-permanent role, you will play a pivotal part in providing direct support and guidance to clients facing financial challenges, while connecting them with essential resources to promote stability and self-sufficiency. This position offers an exciting opportunity to make a meaningful impact in the lives of individuals and families within the community.</p><p><br></p><p>Responsibilities:</p><p>• Offer assistance to clients experiencing financial difficulties, guiding them towards appropriate resources and solutions.</p><p>• Perform detailed assessments of client needs, challenges, and objectives to tailor support effectively.</p><p>• Create individualized service plans by linking clients with relevant community programs and support networks.</p><p>• Facilitate the application process for services, ensuring clients complete necessary paperwork and follow-ups.</p><p>• Maintain strict confidentiality while handling sensitive client information in adherence to ethical standards.</p><p>• Provide tax preparation assistance at the organization's designated site during tax season.</p><p>• Educate clients about available resources and empower them to navigate systems independently for long-term success.</p><p>• Stay informed about current financial topics and resources to better advise and support clients.</p><p>• Plan and conduct workshops, group sessions, or meetings focused on financial literacy, housing assistance, and other client concerns.</p>
<p>We’re seeking a Customer Service Representative to join a growing and professional team. This position is ideal for someone who enjoys helping others, communicates clearly, and thrives in a fast-paced, team-oriented environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer calls and emails promptly and professionally</li><li>Process orders, update account information, and resolve issues efficiently</li><li>Collaborate with internal departments to ensure customer satisfaction</li><li>Maintain accurate records and documentation of all customer interactions</li><li>Assist with general administrative support when needed</li></ul><p><br></p><p><br></p>
<p>We are looking for a dedicated Bilingual Spanish Dispatcher to join our team in Pompano Beach, Florida. In this role, you will coordinate daily operations, ensuring timely service delivery to construction sites while maintaining strong communication with customers and team members. This is a Contract-to-Permanent position, providing an excellent opportunity for growth and stability.</p><p><br></p><p>Responsibilities:</p><p>• Schedule and finalize service calls, ensuring accurate processing of all requests.</p><p>• Address and resolve customer inquiries and concerns promptly and effectively.</p><p>• Coordinate logistics to manage service delivery efficiently to construction sites.</p><p>• Maintain detailed and organized records for all dispatch operations.</p><p>• Collaborate with team members to ensure seamless communication and operational efficiency.</p><p>• Utilize computer-aided dispatch systems to streamline service coordination.</p><p>• Multitask effectively in a fast-paced environment to handle various responsibilities.</p><p>• Communicate fluently in Spanish to assist bilingual customers and team members.</p><p>• Work onsite during regular business hours, Monday through Friday, from 8 AM to 5 PM.</p>
<p>We’re seeking a compassionate and organized Client Services Representative. This role is ideal for someone who enjoys helping others and can guide clients through available programs, resources, and services with care and professionalism.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Serve as the main point of contact for clients seeking assistance or information on available programs</li><li>Conduct intake interviews and assess client needs to determine eligibility for services</li><li>Provide referrals to community resources and coordinate follow-up support</li><li>Maintain accurate client records and case documentation</li><li>Collaborate with staff and community partners to ensure seamless service delivery</li><li>Assist with outreach and community engagement initiatives</li></ul>
<p>We are seeking a detail-oriented and highly organized Construction Administrator to join our team in Deerfield Beach, Florida. The ideal candidate will serve as a vital link between project managers, field teams, and leadership, ensuring the seamless execution of administrative tasks throughout the construction project lifecycle. This role offers an excellent opportunity for a proactive professional to contribute to the success of a variety of construction projects while honing administration and communication skills.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Project Documentation Management:</p><p><br></p><p>Maintain and organize construction project files, contracts, change orders, invoices, and other essential documents.</p><p>Ensure compliance with company standards and procedures regarding document control.</p><p><br></p><p>Administrative Coordination:</p><p><br></p><p>Support project managers and field teams by scheduling meetings, handling correspondence, and tracking deadlines.</p><p>Prepare and distribute project status reports, budgets, and schedules as needed.</p><p><br></p><p>Permit and Compliance Tracking:</p><p><br></p><p>Assist with obtaining necessary permits for construction projects and ensure ongoing compliance with local regulations.</p><p>Track expiration dates and facilitate renewals for all necessary licenses and certifications.</p><p><br></p><p>Vendor and Contractor Support:</p><p><br></p><p>Act as a liaison between vendors and contractors to process invoices, coordinate deliverables, and confirm scheduling.</p><p>Monitor subcontractor compliance with insurance, safety, and contractual obligations.</p><p><br></p><p>Procurement and Inventory Oversight:</p><p><br></p><p>Coordinate material orders and deliveries to construction sites.</p><p>Assist with managing inventory to ensure availability of necessary tools and resources for projects.</p><p><br></p><p>Financial Administration:</p><p><br></p><p>Process invoices, verify accuracy, and maintain records for smooth accounting workflows.</p><p>Track project budgets and expenses, providing regular updates to stakeholders.</p><p><br></p><p>Customer and Stakeholder Communication:</p><p><br></p><p>Respond to stakeholder inquiries and provide status updates regarding project progress and concerns.</p><p>Collaborate with clients, vendors, and internal teams to ensure clear communication and expectations alignment.</p><p>Software Utilization:</p><p><br></p><p>Utilize construction management software (e.g., Procore, Buildertrend, CMiC) for project tracking and coordination.</p><p>Master tools like Microsoft Office and Google Workspace for administrative tasks and reporting.</p><p><br></p>
<p>We are looking for a dedicated Customer Service Representative to join our team in Jupiter, Florida. In this role, you will be responsible for providing exceptional support to utility customers, ensuring their inquiries are handled efficiently and professionally. This position offers an excellent opportunity to gain experience in customer service, call center operations, and accounts receivable.</p><p><br></p><p>Responsibilities:</p><p>• Provide outstanding customer service to utility customers by addressing inquiries, resolving issues, and ensuring satisfaction.</p><p>• Process payments accurately and efficiently while maintaining detailed records of transactions.</p><p>• Generate utility bills and manage account updates to ensure accuracy and compliance.</p><p>• Handle inbound and outbound calls with professionalism and courtesy.</p><p>• Maintain and update utility accounts, ensuring all information is current and accurate.</p><p>• Process and review documentation related to utility services and payments.</p><p>• Collaborate with team members to complete special projects and assignments as needed.</p><p>• Utilize order entry systems to input and manage customer data effectively.</p><p>• Support accounts receivable functions with attention to detail and accuracy.</p>
<p>We are looking for a dynamic Sales Specialist to join our team in Boca Raton, Florida. In this role, you will play a pivotal part in engaging with clients to ensure satisfaction with subscription services, address inquiries, and drive retention efforts. This position offers an exciting opportunity to contribute to a thriving organization that has experienced significant growth in the market.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound and outbound customer interactions to address inquiries and ensure satisfaction with subscription services.</p><p>• Provide solutions to clients seeking to cancel or modify their services, utilizing strong communication and negotiation skills.</p><p>• Drive subscription retention and upsell opportunities through a consultative approach.</p><p>• Collaborate with team members to meet or exceed monthly sales and performance targets.</p><p>• Manage client correspondence effectively via email and phone, ensuring timely responses and resolutions.</p><p>• Utilize multiple browser applications and tools to track customer interactions and manage subscription data.</p><p>• Troubleshoot connectivity issues and provide technical support related to subscription services.</p><p>• Develop strong relationships with clients across the U.S., including California and Hawaii, to foster loyalty and trust.</p><p>• Maintain detailed records of customer interactions and ensure compliance with company policies.</p><p>• Participate in training sessions to stay updated on product offerings and industry trends.</p>
<p>An office in Miami Beach is looking for a Bilingual Front Desk Receptionist to provide excellent customer service and administrative support. This is a great opportunity for someone personable, dependable, and organized who thrives in a welcoming environment.</p><p><br></p><p><strong><u>Duties include:</u></strong></p><ul><li>Welcoming guests and clients with a professional, upbeat attitude</li><li>Managing incoming phone calls and routing messages efficiently</li><li>Assisting with appointment scheduling and correspondence</li><li>Performing light administrative and clerical duties</li><li>Keeping the reception area clean and presentable</li></ul><p><br></p>
We are looking for a detail-oriented Account Specialist to join our team in Miami, Florida. In this role, you will provide comprehensive account management support to a variety of customers, including business, commercial, industrial, national, and government clients. This is a long-term contract position, ideal for professionals with a strong background in customer service, claims processing, and accounts receivable functions.<br><br>Responsibilities:<br>• Manage customer accounts by addressing requests, resolving complaints, and ensuring satisfaction.<br>• Collaborate with vendor partners and internal teams to resolve customer issues effectively.<br>• Process claims and contractor invoices with accuracy and efficiency.<br>• Handle customer enrollment, billing tasks, and fulfillment operations.<br>• Maintain strong relationships with customers to support account retention and growth.<br>• Monitor revenue recovery processes and ensure timely resolutions.<br>• Provide detailed reporting and analysis of account activities to management.<br>• Ensure compliance with company policies and procedures in all account-related tasks.<br>• Identify opportunities for process improvements and implement solutions to enhance service quality.
<p>We’re seeking a friendly and dependable Property Ambassador to join our team at $16 per hour for a short-term, 3-day assignment. This role is perfect for someone who enjoys interacting with residents, creating a welcoming environment, and supporting daily property operations with professionalism and care.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Greet and assist residents, visitors, and vendors in a courteous, professional manner</li><li>Support property management with administrative tasks such as filing, data entry, and scheduling maintenance requests</li><li>Conduct daily walk-throughs to ensure common areas are clean, safe, and well-maintained</li><li>Help coordinate resident activities, community events, and announcements</li><li>Respond to resident inquiries and follow up to ensure satisfaction</li><li>Monitor and report maintenance or safety issues promptly</li></ul><p><br></p><p><br></p>
<p>We are a fast-growing, tech-driven organization leveraging artificial intelligence to create smarter solutions for our clients. Our mission is to deliver cutting-edge technology with an exceptional customer experience. We’re seeking a passionate and data-driven Customer Success Manager to lead our client engagement and support operations. THIS WILL BE A FULLY IN OFFICE ROLE IN BRICKELL IN MIAMI, FLORIDA. </p><p><br></p><p>Position Overview</p><p>The Customer Success Manager (CSM) will be responsible for ensuring customers achieve maximum value from our AI-driven products and services. This role requires a strong understanding of client lifecycle management, ticketing systems, and performance metrics. The ideal candidate will be a natural problem solver who enjoys optimizing processes, mentoring a team, and creating a customer-first culture.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and manage the Customer Success and Support teams to ensure customer satisfaction and retention.</li><li>Implement and oversee ticketing systems (such as Zendesk, Jira, Salesforce, or similar platforms) for issue tracking and resolution.</li><li>Develop and maintain customer success playbooks, training materials, and performance dashboards.</li><li>Monitor team KPIs including response time, resolution rate, customer satisfaction (CSAT), and Net Promoter Score (NPS).</li><li>Collaborate cross-functionally with product, engineering, and sales teams to escalate customer feedback and improve product performance.</li><li>Conduct regular business reviews with key clients to ensure their objectives are being met.</li><li>Coach and mentor team members to improve efficiency, technical knowledge, and customer engagement skills.</li><li>Identify opportunities for upselling or expanding client use of products based on usage data and feedback.</li></ul><p><strong>Qualified candidates please apply and reach out to STEFANIE FURNISS at 786-897-7903</strong></p>
<p>A professional office located in Downtown Miami is seeking a Bilingual Receptionist (English/Spanish) to join their team. The ideal candidate will have strong communication skills, a polished demeanor, and the ability to handle a fast-paced front desk environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Greet clients and visitors in a professional and friendly manner</li><li>Answer and direct incoming calls promptly</li><li>Assist with scheduling, filing, and basic administrative tasks</li><li>Maintain an organized and welcoming front desk area</li><li>Support office staff with daily administrative needs</li></ul><p><br></p>
<p>Robert Half is working with a property management company in Miami that’s looking for a Bilingual Leasing Assistant to join their team. This position plays a key role in providing excellent customer service to current and prospective residents while supporting daily office operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist residents and visitors in a professional and friendly manner.</li><li>Conduct property tours and answer questions from prospective tenants in both English and Spanish.</li><li>Prepare and process lease applications, renewals, and related documentation.</li><li>Handle phone and email inquiries, schedule appointments, and maintain leasing files.</li><li>Update resident information and enter data into the property management system.</li><li>Coordinate with maintenance and management teams to ensure timely follow-up on resident requests.</li><li>Support general administrative tasks such as filing, data entry, and reporting.</li></ul><p><br></p>
We are looking for a dedicated AR/Collections Specialist to join our team in Palm Beach Gardens, Florida. In this Contract-to-permanent role, you will focus on managing customer accounts, ensuring timely collections, and maintaining excellent customer relationships. This position requires collaboration with internal teams and provides opportunities to contribute to process improvements while achieving organizational goals.<br><br>Responsibilities:<br>• Monitor assigned customer accounts and follow up diligently on overdue invoices to ensure timely collections.<br>• Investigate and resolve customer disputes, payment discrepancies, and complaints in a detail-oriented and timely manner.<br>• Collaborate daily with Customer Service and Sales teams to address account-related issues and maintain smooth operations.<br>• Build and nurture positive relationships with key customers to foster trust and communication.<br>• Maintain accurate and up-to-date customer account records, documenting all collection activities.<br>• Identify and escalate high-risk accounts or uncollectable debts to management for further action.<br>• Review accounts daily to assess order release decisions and ensure compliance with credit policies.<br>• Monitor customer credit limits and recommend adjustments when necessary to minimize financial risk.<br>• Participate in month-end and quarter-end activities, ensuring all accounts are accurately reconciled.<br>• Support management with various projects and contribute to service improvement initiatives as needed.
<p>We are looking for a detail-oriented Legal Intake Specialist to join our team on a contract to hire basis in Fort Lauderdale, Florida. In this role, you will manage client intake processes, handle inbound communication, and assist with legal documentation to support our employment law practice. This position requires bilingual proficiency in English and Spanish, along with excellent organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client intake interviews, ensuring all necessary information is accurately gathered.</p><p>• Respond to inbound telephone calls professionally and address client inquiries effectively.</p><p>• Prepare and manage legal correspondence, maintaining accuracy and attention to detail.</p><p>• Screen potential clients to determine eligibility and suitability for legal services.</p><p>• Collaborate with attorneys and other staff to prioritize and organize case files.</p><p>• Ensure compliance with legal standards during intake procedures.</p><p>• Provide exceptional phone etiquette and customer service to clients.</p><p>• Maintain organized records of all client interactions and intake processes.</p><p>• Assist with administrative tasks related to employment law cases, including document preparation.</p>
We are looking for a dedicated Collector to join our team in Miami, Florida. This role focuses on processing customer payments and managing meter disconnections efficiently and safely while maintaining a customer-centric approach. As this is a long-term contract position, you will have the opportunity to develop in-depth expertise in field collection functions and contribute to a variety of operational tasks.<br><br>Responsibilities:<br>• Collect and process customer payments promptly and securely.<br>• Handle meter disconnections while ensuring safety and compliance.<br>• Negotiate payment plans with customers to address their needs effectively.<br>• Develop a comprehensive understanding of collection and field processes.<br>• Collaborate with team members to implement efficient procedures.<br>• Ensure adherence to company policies and regulatory standards during collections.<br>• Identify opportunities for process improvements and cost-saving measures.<br>• Provide exceptional customer service by addressing inquiries and resolving issues.<br>• Contribute to validation plans and ensure accurate documentation of transactions.<br>• Maintain professionalism and flexibility in interactions with customers.
<p>We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will handle a variety of client-related tasks, ensuring high-quality service for high-net-worth individuals. This position focuses on managing client accounts, facilitating financial transactions, and maintaining compliance with legal and regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the management of client accounts, ensuring accuracy and timely service.</p><p>• Handle money movement tasks, including credit card transactions and account transfers.</p><p>• Coordinate the setup of new accounts, ensuring all processes are completed efficiently.</p><p>• Assist clients with password resets and other account-related technical support.</p><p>• Ensure all documentation and reports comply with legal and regulatory requirements.</p><p>• Serve as the primary liaison for legal and financial communications on behalf of clients.</p><p>• Support clients with estate and trust-related matters, providing guidance and coordination.</p><p>• Maintain strong client relationships by delivering exceptional service and addressing inquiries promptly.</p><p><br></p><p>*** Preferable someone with series 7 or 65</p><p><br></p><p>If you are interested in hearing more about this opportunity, please call Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
We are looking for a detail-oriented Collections Specialist to join our team in Pompano Beach, Florida. This Contract position requires a proactive individual with strong communication skills and the ability to handle high-volume outbound calls effectively. You will play a key role in managing accounts and ensuring timely resolution of outstanding invoices.<br><br>Responsibilities:<br>• Conduct outbound calls to business accounts under the Genset Holdings umbrella, primarily focusing on invoices overdue by 60 days.<br>• Engage professionally with clients to inquire about payment statuses and discuss outstanding balances.<br>• Manage a high volume of accounts, ranging from 200 to 500, with accuracy and attention to detail.<br>• Use data entry and administrative skills to update and maintain account records within the system.<br>• Collaborate with internal teams to address account discrepancies and ensure resolution.<br>• Adhere to established protocols for collections processes, ensuring compliance and professionalism.<br>• Utilize accounting software and CRM tools to track and manage account activity.<br>• Provide exceptional customer service to maintain positive business relationships.<br>• Identify and escalate unresolved issues to the appropriate departments for further action.
<p>Robert Half is partnering with a growing organization in Miami that’s looking for a Bilingual Administrative Assistant to join their team. This role is ideal for someone who enjoys keeping things organized, communicating with clients, and supporting daily office operations in both English and Spanish.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet visitors and answer incoming calls in a professional and friendly manner.</li><li>Handle correspondence and translate documents or emails as needed (English/Spanish).</li><li>Schedule meetings, coordinate calendars, and prepare basic reports.</li><li>Maintain accurate records, filing systems, and data entry tasks.</li><li>Assist management with general office support and special projects.</li><li>Communicate with vendors and clients to ensure smooth day-to-day operations.</li></ul><p><br></p>
<p>We are a privately owned and operated property management group with a diverse portfolio of residential and multifamily properties across Miami with headquarters in Coral Gables. Our team takes pride in providing high-quality housing and exceptional service to our residents while maintaining a family-oriented, collaborative workplace.</p><p><br></p><p>Position Overview:</p><p>The Digital Marketing Specialist will develop, implement, and optimize digital marketing strategies to drive occupancy, strengthen brand awareness, and enhance tenant engagement. The ideal candidate will have experience in the real estate or housing industry and be bilingual (English/Spanish). This role requires a creative, tech-savvy marketer with strong analytical skills and the ability to work independently in a fast-paced, entrepreneurial environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Develop and execute digital marketing campaigns across multiple channels, including social media, email, web, and paid advertising.</li><li>Create engaging content—including graphics, videos, and written posts—to showcase properties, community features, and resident events.</li><li>Manage and optimize property listings on websites, rental platforms, and social media.</li><li>Monitor and analyze marketing metrics and campaign performance; prepare regular reports and recommendations based on data insights.</li><li>Collaborate with leasing and property management teams to ensure marketing efforts align with occupancy goals and community branding.</li><li>Maintain and update websites and digital listings, ensuring accuracy and consistency.</li><li>Coordinate photography, video tours, and virtual marketing materials for new and existing properties.</li><li>Leverage technology platforms such as Yardi, AppFolio, Buildium, or similar to integrate marketing and property data.</li><li>Organize and manage shared drives and files for marketing assets, reports, and creative materials.</li><li>Stay informed on Miami real estate trends, housing market insights, and emerging digital marketing tools.</li></ul><p><br></p><p><strong>QUALIFIED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS at 786-897-7903</strong></p>
<p>We are looking for a dynamic and results-driven <strong>Account Sales Representative</strong> to join our team. In this role, you will be responsible for promoting a diverse range of plastic sheet products, developing sales strategies, and driving revenue growth with both new and existing clients. If you are confident, persuasive, and eager to succeed in a competitive sales environment, we want to hear from you!</p><p><br></p><p><br></p><p><strong>Key Responsibilities: </strong></p><ul><li>Present and promote a broad portfolio of plastic sheet products, including Acrylic, Polycarbonate, Foam PVC, Marine Board, and Bullet-Resistant Acrylic.</li><li>Identify and pursue new business opportunities while maintaining strong relationships with existing clients.</li><li>Develop and execute sales strategies to expand market share and increase revenue.</li><li>Research market trends, competitors, and industry dynamics to identify growth opportunities.</li><li>Provide product knowledge and training to customers, ensuring they understand the benefits of our solutions.</li><li>Gather customer feedback and market insights to support new product development.</li><li>Utilize CRM tools to track sales activities, maintain a pipeline of opportunities, and forecast revenue.</li><li>Travel regularly to meet with clients, build relationships, and close sales.</li></ul>
<p>We are looking for a dedicated Client Services Representative to join our team in Miami, Florida. In this role, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.</p><p>• Process money movements, including credit card transfers and account transactions, with precision.</p><p>• Facilitate the setup and management of new client accounts while adhering to compliance standards.</p><p>• Handle password resets and maintain secure access for client accounts.</p><p>• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.</p><p>• Act as a liaison between clients and legal or financial teams, ensuring effective communication.</p><p>• Provide support for estate and trust-related matters, offering tailored solutions.</p><p>• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.</p><p>• Collaborate with internal teams to enhance service delivery and operational efficiency.</p><p>*Ensure compliance and manage W-8 forms processes</p><p>*Expense and Regulatory coordination</p><p>*Oversee and track trade blotter and ensure proper archiving</p><p> </p><p>If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
<p>Bookkeeper or Staff Accountant (for Wealth Mgt Firm) </p><p><br></p><p>Location: Brickell Miami</p><p>Schedule: In office, Arrive Anytime from 8:00 AM - 9:45 AM (with an 8 hr. work day)</p><p>Salary: $55,000-$65,000 (Discretionary Bonus)</p><p>Benefits: Medical Paid for Employee, 2 weeks Paid Vacation; Plus additional sick days; generous Holidays, 401k and other insurances and perks!!</p><p><br></p><p>Required: Bookkeeping experience; QuickBooks; Experience working with multiple entities or an Accounting/bookkeeping services company helpful; Proficiency with English and Spanish; Degree in Accounting or Related studies</p><p><br></p><p>Company Overview: reputable investment and wealth management firm with high net-worth clientele. Offering a variety of services including bookkeeping to clients. </p><p>Position Overview: </p><ul><li>Performs daily accounting and bookkeeping for various clients personal finances and acts as a main point of contact</li><li>Responsible for daily oversight of accounts, transfers, deposits, balances and transactions</li><li>Reviews and processes misc. payments ensuring accuracy of invoices or credits (vendors, purchases, standard bills for homes - properties, cars/other, medical etc.), </li><li>Ensures property taxes and any payments associated with personal and small business are submitted and made timely </li><li>Performs GL review, entries, reconciling of accounts, credit card reconciliations</li><li>Maintains clients family budgets and monthly reports of costs and variances </li><li>Communicates with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li><li>The ability to communicate with clients in both English and Spanish is Required.</li></ul>
