We are looking for a dedicated Customer Service Representative to join our team in Richmond, Virginia. In this position, you will play a vital role in delivering exceptional service to customers, ensuring their inquiries and orders are handled efficiently and professionally. This is a great opportunity for someone with strong communication skills and a passion for customer satisfaction.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries via inbound calls, addressing questions and resolving issues with professionalism.<br>• Process orders accurately using order entry systems to ensure timely fulfillment.<br>• Provide clear and concise information about products and services to assist customers in making informed decisions.<br>• Manage both inbound and outbound calls to maintain effective communication with clients and partners.<br>• Collaborate with team members to ensure customer concerns are resolved effectively and within company guidelines.<br>• Maintain detailed records of customer interactions, transactions, and feedback for continuous improvement.<br>• Identify opportunities to enhance customer experience and suggest improvements to processes.<br>• Uphold company standards by delivering high-quality service and maintaining a positive attitude during interactions.<br>• Follow established protocols and procedures to ensure compliance with company policies.
<p>The role of the EA is to support the firm with administrative tasks, office maintenance, client service and other projects as needed. This will include but is not limited to answering phones, greeting clients when they arrive, generating client paperwork, opening accounts, moving money, maintaining databases, planning events, managing supplies, and performing ad hoc tasks and projects. The EA will serve as the first point of contact at our firm and help to improve administrative and client service processes. The role will be instrumental in establishing positive first impressions and ongoing client satisfaction. </p><p><br></p><p>This EA should be organized and detail oriented with a strong work ethic and the initiative to improve the status quo. As our first point of contact, the EA should be warm and welcoming and find joy in serving others. </p><p><br></p><p>Responsibilities </p><p>• Answering phones & greeting visitors: serve as first point-of-contact, responsible for first impressions </p><p>• Managing & improving administrative workflows: perform onboarding, money movements, etc. </p><p>• Generating client paperwork: prepare and submit client paperwork to custodian </p><p>• Maintaining client data: update data and notes in various databases (Redtail, Orion, Schwab, etc.) </p><p>• Resolving account alerts: review and resolve alerts such as insufficient cash, rejected wires, gifts etc. </p><p>• Moving money: cut checks, journal assets, and ACH cash upon request </p><p>• Participating in new client meetings: guide clients through the paperwork </p><p>• Managing office supplies and appearance: ensure the office appearance enhances client experience, maintain vendor relations, order office and kitchen supplies </p><p>• Managing client gifts and firm swag: plan, order and send gifts </p><p>• Planning events: coordinate firm events for clients and prospects </p><p>• Managing firm calendar: maintain a calendar of firm events and employee vacations </p><p>• Assisting with client service: execute or remind advisors of client requests </p><p>• Performing other tasks and projects: take on ad hoc projects as needed </p><p><br></p><p>Preferred Experience </p><p>• Client service administration and support </p><p>• Financial services operations </p><p>• Process management and improvement </p><p>• Microsoft Office Suite, Customer Relationship Management (CRM) </p><p>• Schwab Institutional and/or Orion Advisor Services </p><p>• Series 66 Licensed </p><p><br></p><p>Expectations </p><p>The EA will be responsible for delivering and improving the client experience and should therefore: </p><p>• Be reliable, responsive, accountable and prepared </p><p>• Work hard, continuously improve, and strive for excellence </p><p>• Demonstrate genuine care for others</p>
<p>We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Richmond, Virginia. In this role, you will serve as the first point of contact for visitors and ensure smooth day-to-day operations at the front desk. This position requires excellent organizational skills, attention to detail, and proficiency in administrative tasks. This is a temporary position just for the holiday.</p><p>Responsibilities:</p><p>• Welcome and assist visitors with courtesy and warmth.</p><p>• Manage incoming mail and distribute it to the appropriate staff members.</p><p>• Prepare and send outgoing correspondence daily.</p><p>• Perform general administrative tasks such as filing, scanning, and copying documents.</p><p>• Maintain accurate records through efficient data entry.</p><p>• Answer and direct calls using a multi-line phone system.</p><p>• Schedule appointments and coordinate calendars.</p><p>• Ensure the front desk area remains tidy and organized.</p><p>• Utilize Microsoft Office tools, including Word, Excel, and Outlook, for various tasks.</p><p>• Provide support to the office staff as needed.</p>
We are looking for a detail-oriented Administrative Assistant to join our team in Richmond, Virginia. In this long-term contract position, you will play a key role in ensuring smooth daily operations by providing essential administrative support. This is an excellent opportunity for someone who thrives in a dynamic office environment and enjoys contributing to organizational success.<br><br>Responsibilities:<br>• Manage incoming calls, ensuring inquiries are addressed promptly and professionally.<br>• Perform accurate data entry tasks to maintain and update organizational records.<br>• Provide receptionist duties, including greeting visitors and handling correspondence.<br>• Support social work and case management teams with administrative tasks.<br>• Coordinate schedules and appointments to optimize workflow.<br>• Prepare and organize documents for meetings and presentations.<br>• Assist in maintaining office supplies and overseeing inventory needs.<br>• Collaborate with team members to ensure efficient office operations.<br>• Handle sensitive information with confidentiality and discretion.<br>• Offer general administrative support to various departments as needed.
We are looking for a dedicated Medical Accounts Receivable Specialist to join our team in Richmond, Virginia. In this long-term contract role, you will play a key part in managing billing and payment processes to ensure the smooth operation of our medical accounts. If you have a keen eye for detail and a passion for accuracy in financial transactions, we encourage you to apply.<br><br>Responsibilities:<br>• Process and manage medical billing activities to ensure timely and accurate invoicing.<br>• Handle accounts receivable tasks, including tracking outstanding balances and following up on overdue payments.<br>• Post payments accurately into the system and reconcile any discrepancies.<br>• Conduct collection activities to recover unpaid balances while maintaining strong client relationships.<br>• Monitor cash application processes to ensure proper allocation of funds.<br>• Collaborate with internal teams to resolve billing and payment issues efficiently.<br>• Generate detailed financial reports related to accounts receivable and collections.<br>• Stay updated on billing procedures and compliance with industry standards.<br>• Maintain organized and accurate records of all transactions and communications.<br>• Provide exceptional customer service to clients regarding billing and payment inquiries.
<p>We are looking for a skilled Attorney/Lawyer to join a boutique, growing family law firm in Richmond, Virginia. This firm specializes in high-asset divorce and custody cases, offering a dynamic environment focused on autonomy, flexibility, and exceptional client service. With a commitment to fostering strong leadership and collaboration, the firm provides significant growth opportunities and supports entrepreneurial attorneys.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in complex family law cases, including high-asset divorce and custody matters.</p><p>• Manage equitable distribution cases involving significant assets and business interests.</p><p>• Draft and file motions, briefs, and other legal documents with precision and attention to detail.</p><p>• Conduct thorough research and discovery to build strong cases and support litigation strategies.</p><p>• Advocate for clients in court, presenting arguments effectively and persuasively.</p><p>• Collaborate with colleagues to ensure comprehensive case management and client satisfaction.</p><p>• Maintain a high level of professionalism and confidentiality in all client interactions.</p><p>• Leverage a revenue-based compensation model to achieve substantial income potential.</p><p>• Stay informed on Virginia family law developments to provide expert legal guidance.</p><p>• Contribute to the firm's strategic direction and uphold its reputation for excellence.</p>
<p>ACUMATICA HIGHLY PREFERRED. BORDERLINE REQUIRED.</p><p><br></p><p>We are looking for an experienced Accounts Receivable Manager to lead and enhance our accounts receivable operations in Richmond, Virginia. In this role, you will be responsible for managing a team, ensuring accurate payment processing, and maintaining strong relationships with customers. You will also play a key role in optimizing cash flow and implementing process improvements to support the financial stability of our organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead and mentor the accounts receivable team, providing guidance, training, and performance evaluations to enhance team capabilities.</p><p>• Assess customer creditworthiness and establish appropriate credit limits, ensuring sound financial decisions.</p><p>• Build and maintain strong relationships with customers, addressing billing inquiries and resolving payment-related issues promptly.</p><p>• Supervise the accurate and timely processing of customer invoices and payment receipts in compliance with company policies and accounting standards.</p><p>• Monitor accounts receivable aging reports and develop effective strategies to minimize overdue accounts through structured collection processes.</p><p>• Oversee lien processing to ensure compliance with state and local regulations.</p><p>• Conduct regular reconciliations of accounts receivable to the general ledger and prepare detailed reports for senior management.</p><p>• Develop cash flow forecasts based on accounts receivable data to support financial planning and decision-making.</p><p>• Identify opportunities for process improvements to enhance efficiency in credit evaluations, collections, and cash applications.</p><p>• Maintain and update documentation of accounts receivable policies and procedures to ensure clarity and consistency.</p>
To perform this job successfully, an individual must satisfactorily perform each essential duty. <br>• Work closely with the Controller on the month-end and year-end accounting close as well as financial reporting.<br>• Prepare journal entries including monthly accruals, adjusting entries and complex entries to support complex transactions.<br>• Perform Balance sheet account reconciliation for all assets and liabilities accounts and present to VP Finance for review.<br>• Responsible for all State Sales Tax filing and compliance.<br>• Assist with external tax accounting firm with tax filings by providing supporting schedules and requested information.<br>• Help develop and subsequently manage the storing, tracking and upkeeping of vendor and customer contracts.<br>• Support management with the development of key accounting processes and internal control design.<br>• Assist with improving systems and processes within the ERP system.<br>• Help develop accounting related policies and procedures.<br>• Assist VP Finance with the development, maintenance and distribution of KPIs.<br>• Perform ad hoc projects for VP Finance, as assigned.<br><br>Qualifications:<br><br>Must have:<br>• Bachelor’s degree in Accounting for an accredited institution. <br>• 3 or more years of progressive experience in accounting.<br>• ERP experience.<br>• State sales tax experience.<br>• Advanced knowledge of MS Excel<br>Preferred:<br>• Manufacturing experience.<br>• Working towards CPA.<br>• Epicor Kinetic experience.
We are looking for an experienced Fund Administrator II specializing in financial reporting to join our team in Richmond, Virginia. In this role, you will oversee the preparation and review of financial statements, ensure compliance with regulatory requirements, and provide support for audits and tax reporting. The ideal candidate will bring a strong background in fund accounting and financial reporting, along with exceptional analytical and organizational skills.<br><br>Responsibilities:<br>• Prepare and review financial statements, including profit and loss, balance sheets, and cash flow reports, ensuring accuracy and compliance.<br>• Draft and review tailored shareholder reports to meet client and regulatory standards.<br>• Conduct and evaluate quarterly compliance testing to ensure adherence to organizational guidelines.<br>• Respond promptly to advisor inquiries regarding fund performance and related data.<br>• Provide documentation and support for annual audits, collaborating effectively with internal and external auditors.<br>• Coordinate and distribute supporting information required for tax reporting, such as 1099 forms.<br>• Manage multiple long-term projects by prioritizing tasks and meeting deadlines while addressing shifting client needs.<br>• Ensure thorough attention to detail when analyzing financial data and preparing reports.<br>• Take initiative in identifying opportunities for process improvement and contributing to team projects.
We are looking for a detail-oriented and dedicated Tax Staff member to join our team in Ashland, Virginia. In this role, you will focus on tax preparation, compliance, and accounting support while collaborating with clients to provide tailored tax solutions. This position offers an excellent opportunity to grow your expertise in individual and corporate tax processes while contributing to a supportive team environment.<br><br>Responsibilities:<br>• Prepare and review federal, state, and local income tax returns for individuals, businesses, trusts, and exempt organizations.<br>• Calculate, file, and ensure compliance with quarterly estimated payments, extensions, and other related forms.<br>• Perform essential accounting tasks such as journal entries, account reconciliations, and month-end or year-end close processes.<br>• Assist in preparing financial statements and ensure adherence to applicable accounting standards.<br>• Work directly with clients to collect financial data and provide strategic tax planning advice.<br>• Identify and recommend tax-saving opportunities tailored to client needs.<br>• Support senior accountants and CPAs with various tasks during peak tax periods.<br>• Mentor less experienced team members and share knowledge to strengthen the team.<br>• Collaborate effectively within the team to deliver high-quality tax and accounting services.
<p>We are looking for an experienced Revenue Cycle Director to oversee and optimize the management of revenue cycle operations for a healthcare client in Richmond, Virginia. This role will focus on improving administrative processes, enhancing team productivity, and ensuring compliance with industry standards and regulations. As a Contract to permanent position, this opportunity offers the potential for long-term growth and leadership within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage all aspects of the revenue cycle process, including billing, collections, cash posting, refunds, and monthly reporting.</p><p>• Identify opportunities for improvement in administrative processes to enhance cash flow, reduce outstanding accounts receivable, and improve billing accuracy.</p><p>• Lead and implement changes in systems, team structures, and operational workflows to achieve optimal organizational results.</p><p>• Supervise and develop departmental staff by fostering engagement, defining roles, supporting skill development, and ensuring accountability and productivity.</p><p>• Monitor team workloads and production metrics to ensure equity and support organizational goals.</p><p>• Communicate industry and payor updates that impact revenue cycle processes to internal and external stakeholders.</p><p>• Provide guidance on resolving client revenue-related issues and making adjustments for uncollectable claims.</p><p>• Analyze performance metrics related to payer payment methodologies and troubleshoot issues to optimize revenue cycle outcomes.</p><p>• Review and manage departmental budgets, forecast revenue projections, and align operations with strategic goals.</p><p>• Ensure compliance with current industry practices and regulatory requirements affecting revenue cycle activities.</p>
We are looking for a detail-oriented Fund Administrator I specializing in Financial Reporting to join our team in Richmond, Virginia. In this role, you will be responsible for preparing and analyzing financial statements, supporting audits, and ensuring compliance with reporting standards. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.<br><br>Responsibilities:<br>• Prepare accurate financial statements and customized shareholder reports, including balance sheets, cash flow analyses, and earnings data.<br>• Review financial performance metrics and address advisor inquiries related to fund performance.<br>• Compile necessary documentation and support materials for annual audits.<br>• Manage multiple tasks and deadlines, ensuring timely delivery of reports and client needs.<br>• Adapt to evolving client priorities and regulatory requirements while maintaining high-quality work.<br>• Collaborate with team members to coordinate and execute long-term financial projects.<br>• Conduct thorough analysis of accounting data to ensure accuracy and compliance.<br>• Participate in additional assignments and projects as requested by management.
We are looking for a highly organized and personable Front Desk Coordinator to join our team in Sandston, Virginia. In this Contract to permanent position, you will play a key role in ensuring smooth operations by managing the front desk and providing exceptional administrative support. This role is ideal for someone who thrives in a fast-paced environment and is skilled in communication and multitasking.<br><br>Responsibilities:<br>• Greet visitors and clients with professionalism and ensure their needs are promptly addressed.<br>• Manage incoming calls using a multi-line switchboard system, directing them to the appropriate departments.<br>• Oversee scheduling and calendar management using Outlook.<br>• Prepare and edit documents using Word to support administrative tasks.<br>• Maintain and update spreadsheets in Excel for tracking essential data.<br>• Ensure the reception area is organized and presentable at all times.<br>• Collaborate with team members to coordinate front desk activities effectively.<br>• Handle incoming mail and deliveries, distributing them to the correct recipients.<br>• Provide general administrative support to various departments as needed.
We are looking for an experienced and strategic Chief Financial Officer (CFO) to lead the financial operations of our organization in Newport News, Virginia. This role is pivotal in driving the company’s growth through effective financial planning, compliance, and leadership. The ideal candidate will bring strong expertise in real estate or property management and a proven ability to enhance operational and financial performance.<br><br>Responsibilities:<br>• Develop and implement financial strategies to support the company’s growth and long-term objectives.<br>• Manage corporate and client cash flow, oversee banking relationships, and ensure compliance with debt agreements.<br>• Collaborate with leadership on mergers and acquisitions, financing structures, and transaction closings.<br>• Lead the Accounting department to ensure accurate and timely financial reporting for managed properties.<br>• Prepare and present financial statements to the Board of Directors and other key stakeholders.<br>• Maintain robust internal controls and enhance financial systems to improve efficiency and data integrity.<br>• Coordinate external audits, tax planning, and filings while staying current with regulatory changes.<br>• Provide mentorship and conduct performance evaluations for direct reports, fostering a culture of accountability and innovation.<br>• Oversee risk management strategies, including insurance procurement and legal compliance.<br>• Drive cross-functional initiatives that improve profitability, operational efficiency, and stakeholder satisfaction.
<p>We are looking for a skilled Attorney with expertise in family law to join our client's team in Fredericksburg, Virginia. The ideal candidate will handle family law cases, including divorce, child custody, and complex asset division, providing comprehensive legal representation from start to finish.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in family law cases, including uncontested and contested divorce proceedings.</p><p>• Manage child custody and support matters, advocating for the best interests of clients.</p><p>• Handle complex asset division cases, especially those involving high net worth individuals.</p><p>• Conduct legal research and draft motions, pleadings, and other case-related documents.</p><p>• Prepare clients for hearings and trials, ensuring thorough case preparation.</p><p>• Appear in court to present cases and argue on behalf of clients.</p><p>• Provide legal advice and guidance to clients throughout the duration of their cases.</p><p>• Maintain accurate case records and documentation.</p><p>• Collaborate with other attorneys and legal professionals to develop case strategies.</p><p>• Stay updated on changes in family law to provide informed counsel.</p>
