We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Sacramento, California. This is a long-term contract position that requires working on-site five days a week. The ideal candidate will play a vital role in addressing customer inquiries and ensuring exceptional service while collaborating with multiple departments.<br><br>Responsibilities:<br>• Actively listen to customer concerns and ask insightful questions to provide effective solutions.<br>• Direct or escalate calls to the appropriate team members while maintaining close coordination with other departments to resolve issues.<br>• Continuously expand knowledge of company procedures and transactions to enhance customer service capabilities.<br>• Report workflow or service-related issues to customer care leadership to mitigate potential impacts on operations.<br>• Perform tasks in compliance with company standards, training guidelines, supervisory instructions, and applicable regulations.
We are looking for a detail-oriented Sales Support specialist to join our team in Sacramento, California. In this Contract position, you will play a key role in assisting sales operations, ensuring smooth order processes, and delivering exceptional post-sale customer support. This is an excellent opportunity for someone passionate about sales and customer service to contribute to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Provide comprehensive post-sales support to ensure client satisfaction and resolve any issues efficiently.<br>• Assist with inbound and outbound sales activities, including responding to inquiries and proactively reaching out to potential customers.<br>• Manage order entry processes, ensuring accuracy and timely submission.<br>• Collaborate with the sales team to streamline operations and enhance customer experiences.<br>• Maintain detailed records of sales activities and customer interactions in the company’s database.<br>• Support inside sales efforts by preparing quotes, proposals, and other sales documentation.<br>• Communicate effectively with internal teams to address customer needs and align sales strategies.<br>• Monitor and track orders to ensure successful delivery and address any concerns promptly.<br>• Stay updated on product offerings and services to provide accurate information to customers.<br>• Contribute to process improvements that enhance efficiency in sales and support operations.
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
<p>The Senior HR Generalist will provide specialized HR support in a manufacturing environment, with a primary focus on conducting workplace investigations and managing leave of absence programs. This role involves delivering expert guidance on HR policies, ensuring compliance with employment laws, and supporting employee relations. The position requires a high level of professionalism, confidentiality, and expertise in navigating complex HR issues in a unionized setting.</p><p>Reasonable accommodations may be made to enable qualified individuals to perform the essential functions.</p><p><br></p><p>Key Responsibilities</p><ul><li>Conduct thorough and impartial workplace investigations, addressing employee concerns, policy violations, and workplace conflicts, ensuring timely resolution and compliance with legal and organizational standards.</li><li>Manage leave of absence programs, including FMLA, ADA, and other statutory leaves, ensuring accurate administration, documentation, and employee support.</li><li>Provide consultative HR guidance to managers and employees on employee relations, performance management, and compliance with employment laws.</li><li>Collaborate with management and union representatives to interpret and apply labor relations policies, ensuring alignment with collective bargaining agreements and regulatory requirements.</li><li>Develop and maintain HR processes related to investigations and leaves, creating metrics to track efficiency and compliance, and driving continuous improvement.</li><li>Coach supervisors and employees on navigating workplace issues, including conflict resolution, disciplinary actions, and accommodation requests.</li><li>Support talent management initiatives, including performance reviews, employee development, and career pathing, as needed.</li><li>Partner with HR leadership to align HR practices with organizational goals and manufacturing operations.</li><li>Maintain accurate and confidential records related to investigations, leaves, and employee relations activities.</li><li>Perform additional HR-related duties as assigned.</li></ul>
<p>We are looking for a detail-oriented Brokerage Receivables Analyst to join our team remotely in California. This is a long-term contract opportunity within the financial services industry. The ideal candidate will play a critical role in managing accounting tasks related to insurance brokerage operations, ensuring accuracy and compliance in all financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Process revenue postings and broker commission payments accurately in the Nexsure accounting system.</p><p>• Generate invoices to reflect revenue recognition and ensure proper recording in the system.</p><p>• Reconcile accounts and resolve discrepancies by collaborating with account teams and carrier representatives.</p><p>• Perform general ledger accounting duties, including journal entries and ledger reconciliations.</p><p>• Utilize Excel tools such as pivot tables and vLookups to analyze financial data and support reporting needs.</p><p>• Communicate effectively with internal teams and external stakeholders to address operational and financial issues.</p><p>• Train on the Nexsure system and workflow processes to ensure seamless integration into the role.</p><p>• Support the accounting team in managing accounts payable and receivable functions.</p><p>• Maintain compliance with company policies and industry standards in all accounting activities.</p>
We are offering an exciting opportunity for an Attorney/Lawyer in the legal industry, based in Stockton, California, 95219, United States. The role involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing various parties in probate or trust matters in court. <br><br>Responsibilities: <br>• Provide legal advice on estate planning and tax strategies <br>• Draft legal documents such as trusts, wills, advance health care directives, and powers of attorney<br>• Evaluate client competency to make changes to estate planning and take steps to protect clients from undue influence<br>• Advise trustees on trust administration matters and accounting<br>• Prepare petitions, accountings, and other probate court filings<br>• Represent trustees, executors, personal representatives, beneficiaries, creditors, and other interested parties in court<br>• Stay informed on changes in law applicable to estate planning and advise clients accordingly<br>• Research, evaluate, and resolve complex legal matters<br>• Develop and maintain client relationships and generate business <br>• Oversee administrative tasks including timekeeping and invoice approval<br>• Assign and supervise the work of other attorneys and staff. <br><br>Skills: <br>• Estate Planning<br>• Probate<br>• Probate Litigation<br>• Probate & Estate Administration<br>• Probate Law<br>• Tax - Fiduciary - Trust & Estate<br>• Tax - Trust & Estate<br>• Trusts and Estates
<p>We are looking for a Consumer & Commercial Collections Specialist to join our team in Concord, California. This is a Contract to permanent position with the opportunity to grow and develop your skills in a dynamic and detail-oriented environment. The ideal candidate will bring strong interpersonal communication skills and a proactive approach to managing consumer and commercial accounts. Key to success: Ability to multitask in a high vol. environment with many variables during the day and insure follow up and documentation </p><p><br></p><p>Responsibilities:</p><p>• Manage assigned consumer and commercial accounts using a computer program to track and monitor collections activities.</p><p>• Communicate effectively with clients through clear and concise oral and written business correspondence.</p><p>• Ensure timely follow-up on accounts, demonstrating reliability and accountability in daily tasks.</p><p>• Maintain a positive and focused demeanor while interacting with clients and team members.</p><p>• Utilize Excel for basic spreadsheet tasks, including sorting and formatting data.</p><p>• Work independently as a self-starter, adhering to scheduled work hours and maintaining consistent productivity.</p><p>• Collaborate with the team to ensure collections goals are met and exceeded.</p><p>• Adhere to company policies and procedures, including dress code and business casual attire.</p><p>• Participate in in-person interviews and training sessions to align with company standards.</p>
