<p>We are looking for a dedicated Personal Lines Customer Service Representative to join our client in the Lancaster, Pennsylvania area. This role involves assisting clients with their insurance needs, ensuring efficient service, and maintaining compliance with agency and carrier policies. The ideal candidate will thrive in a collaborative environment and be committed to delivering exceptional customer experiences.</p><p><br></p><p>Responsibilities:</p><p>• Provide support to the service assistant by managing client tasks from the Personal Lines service inbox.</p><p>• Assist clients with filing auto and home insurance claims and address billing inquiries.</p><p>• Update payment plans and follow up on property inspections to ensure compliance with agency processes.</p><p>• Write and review policies for existing clients, adhering to underwriting guidelines and completing necessary checklists.</p><p>• Conduct policy reviews, identify opportunities for cross-selling or upselling, and work to retain existing client policies.</p><p>• Record customer interactions in the agency management system.</p><p>• Organize daily priorities using desk management standards and maintain a streamlined workflow.</p><p>• Collaborate with the Personal Lines Sales and Service teams to achieve shared goals and enhance customer satisfaction.</p><p>• Build positive relationships with carrier personnel to ensure smooth operations.</p>
<p>We are looking for a Project Assistant with Customer Service and Administrative experience to join our team in the Mechanicsburg area. In this role, you will be responsible for providing exceptional support to customers, project management, data entry and administrative support. This position requires a motivated and detail-oriented individual who excels in communication and thrives in a dynamic work environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to customer inquiries.</p><p>• Prepare accurate quotations and process sales orders, purchase orders, and invoices efficiently.</p><p>• Coordinate with suppliers and manufacturers to obtain product details, pricing, and availability.</p><p>• Maintain and update customer records to ensure accurate documentation and seamless follow-up.</p><p>• Perform order entry.</p><p>• Collaborate with manufacturers to expedite orders and meet customer deadlines.</p><p>• Support the sales team by tracking orders, managing delivery schedules, and addressing customer requests.</p><p>• Provide technical support, product recommendations, and detailed information to customers.</p><p>• Handle additional administrative tasks to support both sales and service departments.</p>
<p><strong>Office Manager</strong></p><p>We’re looking for a friendly, organized, and tech-savvy Office Manager to support daily operations and serve as a welcoming point of contact for our clients. The ideal candidate is a self-starter who provides excellent customer service and can confidently manage administrative and light financial tasks.</p><p><strong>Responsibilities</strong></p><ul><li>Answer general inquiry emails and return client calls/voicemails</li><li>Greet clients and handle basic receptionist duties</li><li>Schedule meetings and manage calendars</li><li>Handle accounts receivable: send invoices, record payments, and follow up on outstanding balances</li><li>Scan, organize, and maintain digital client files</li><li>Interact with clients in a warm, professional manner</li><li>Assist with general office tasks to keep operations running smoothly</li><li>Learn and use business software efficiently</li></ul><p><br></p>
<p>Our client in the transportation industry is seeking a highly organized Dispatcher to serve as the primary point of contact. The <strong>Dispatcher</strong> is responsible for coordinating and managing the scheduling and dispatching of personnel, vehicles, or equipment to ensure efficient operations. This role requires excellent communication, organizational, and problem-solving skills to manage logistics, respond to emergencies, and maintain accurate records.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Receive and respond to calls, emails, or messages from customers, drivers, or field staff.</li><li>Schedule and dispatch drivers, service technicians, or delivery personnel according to priorities and availability.</li><li>Monitor the location and status of vehicles or staff using dispatching software or GPS tracking systems.</li><li>Communicate with drivers or field personnel to provide updates, instructions, and support.</li><li>Maintain accurate records of calls, routes, deliveries, and service activities.</li><li>Handle emergency and non-emergency situations calmly and efficiently.</li><li>Coordinate with other departments (maintenance, customer service, management) to ensure smooth workflow.</li><li>Prepare daily or weekly reports on operations, productivity, and incidents.</li><li>Ensure compliance with company policies, safety regulations, and service standards.</li></ul><p><br></p>
<p>We’re looking for a proactive and detail-oriented <strong>Sales Support Specialist</strong> to join a high-performing team in a stable and well-established company. This is a fully onsite role, ideal for someone who thrives in a fast-paced environment and enjoys working behind the scenes to help drive business success.</p><p><br></p><p><strong>What You’ll Do:</strong></p><p>Provide administrative and operational support to the sales team to help streamline client engagement </p><p>Prepare and process documentation, reports, and proposals</p><p>Coordinate with internal departments to ensure timely fulfillment of orders and services</p><p>Assist with scheduling meetings, follow-ups, and internal communications</p><p>Support data entry and basic reporting needs for sales tracking and forecasting</p><p><br></p>
<p><strong>🌟 Launch Your Career in Customer Service – Entry-Level Opportunities with Growth! 🌟</strong></p><p> </p><p>Are you a ready to kick-start your professional journey with a company that invests in your future? We’re hiring for <strong>Entry-Level Customer Service Representatives</strong> at a company that values fresh ideas, a great attitude, and your long-term success.</p><p> </p><p><strong>📍 Location:</strong> Reading, PA</p><p><strong>💼 Type:</strong> On-site or Hybrid options available</p><p><strong>📈 Room to Grow:</strong> YES!</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the first point of contact for customers—answering questions, solving problems, and creating a positive experience every time</li><li>Learn our products, services, and systems inside and out</li><li>Collaborate with team members to improve processes and customer satisfaction</li><li>Build your communication, problem-solving, and professional skills daily</li></ul><p><strong>Why You’ll Love It Here:</strong></p><p>✅ Supportive team and hands-on training</p><p>✅ Clear career path and promotions from within</p><p>✅ Management Trainee track available for high-potential team members</p><p>✅ Competitive pay and benefits</p><p>✅ A company culture that celebrates fresh perspectives, personal growth, and your <em>whole</em> self</p>
<p>We're hiring a detail-oriented <strong>Customer Service Representative</strong> to support customer engagement and account management efforts within a growing team. This position offers long-term stability, opportunities to develop your skills, and the chance to be part of a supportive and team-oriented environment. This is a great opportunity for someone who enjoys helping people, solving problems, and is looking for a long-term role with room to grow.</p><p><br></p><p><strong>What You’ll Be Doing:</strong></p><ul><li>Provide excellent customer service via phone, email, and in person</li><li>Respond to customer inquiries, resolve issues, and provide product/service information</li><li>Accurately document all customer interactions in internal systems</li><li>Collaborate with internal teams to ensure customer needs are met</li><li>Handle order entry, account updates, and general administrative support as needed</li><li>Assist with special projects and support team initiatives as assigned</li></ul>
<p>We are looking for a detail-oriented and friendly Receptionist for a long-term contract position in Reading, Pennsylvania. In this role, you will play a key part in ensuring smooth daily operations by managing front desk responsibilities while providing exceptional customer service. This position requires strong organizational skills and the ability to handle multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Answer and manage a high volume of incoming calls, ensuring proper screening, routing, and transfer to the appropriate departments or staff.</p><p>• Deliver outstanding customer service to clients, vendors, and team members through prompt and courteous communication.</p><p>• Welcome and assist visitors and clients in the office, creating a positive and detail-oriented first impression.</p><p>• Oversee front desk activities such as visitor check-ins and conference room scheduling to maintain smooth operations.</p><p>• Handle incoming mail, courier deliveries, and interoffice correspondence, ensuring proper distribution.</p><p>• Prepare and process outgoing mail and shipments with accuracy and timeliness.</p><p>• Maintain cleanliness and organization of the reception area and common spaces to uphold a detail-oriented environment.</p><p>• Provide administrative support including tasks like data entry, document preparation, and scheduling.</p><p>• Safeguard sensitive client information by handling it with discretion and confidentiality.</p>
<p>Are you a detail-driven organizer who loves keeping things running smoothly? We’re looking for an <strong>Administrative Coordinator</strong> to be the go-to support for daily operations—working closely with vendors, managing inventory, and ensuring nothing falls through the cracks. This role is perfect for someone who thrives in a fast-paced environment and enjoys wearing many hats.</p><p><br></p><p>Responsibilities:</p><p>• Order office and operational supplies while keeping inventory organized and up to date</p><p> • Call, coordinate with, and follow up with vendors to ensure timely deliveries and issue resolution</p><p> • Track inventory levels and verify incoming shipments for accuracy and completeness</p><p> • Answer inbound calls and respond to inquiries professionally and efficiently</p><p> • Manage calendars and schedules to support seamless day-to-day operations</p><p> • Collaborate with internal teams to streamline workflows and improve efficiency</p><p> • Assist with onboarding and training new hires on site as needed</p><p> • Maintain accurate records related to purchasing, inventory, scheduling, and documentation</p><p> • Proactively identify administrative challenges and help implement effective solutions</p>
<p>The Admissions Coordinator supports the admissions office by coordinating application processes, maintaining applicant records, and providing administrative and customer service support to prospective students. This role works closely with admissions counselors, faculty, and university staff to ensure a smooth and efficient admissions experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate and process student applications and supporting documents</li><li>Maintain accurate applicant records in the university’s student information system (SIS) or CRM</li><li>Communicate with prospective students regarding application requirements, deadlines, and status updates</li><li>Schedule interviews, campus visits, information sessions, and admissions events</li><li>Support admissions counselors with recruitment and outreach activities</li><li>Review applications for completeness and compliance with university policies</li><li>Assist with data reporting, tracking, and admissions metrics</li><li>Respond to inquiries via phone, email, and in person</li><li>Ensure compliance with FERPA and institutional policies</li><li>Collaborate with academic departments and student services offices</li></ul><p><br></p>
<p>Are you motivated by precision, organization, and maintaining strong cash flow? A growing team in the Mechanicsburg is looking for a detail-oriented, customer-focused, and excel in managing billing and collections, this opportunity is for you.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage the full accounts receivable cycle, including invoicing, payment posting, and collections</li><li>Prepare and send customer statements, invoices, and account reconciliations</li><li>Monitor aging reports and follow up on past due accounts professionally and effectively</li><li>Resolve payment discrepancies and collaborate with internal teams to address billing issues</li><li>Maintain accurate and up-to-date customer account information</li><li>Assist with month-end close tasks, reporting, and audit support</li><li>Provide excellent customer service to clients regarding account questions or concerns</li></ul><p><br></p>
<p><strong>Position Overview</strong></p><p>We are seeking a <strong>part-time Garnishment Assistant</strong> to support a growing Garnishment practice with a law firm in downtown Baltimore. This role offers hands-on experience working with Garnishment Counsel, clients, and other stakeholders to manage and process garnishment orders. Ideal candidates are detail-oriented, deadline-driven, and effective communicators who take pride in accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and enter new case information into the database.</li><li>Draft answers for all no-asset cases; review and auto-import into NetDocs document management system.</li><li>E-file and mail answers for no-asset cases.</li><li>Scan and approve cases in NetDocs.</li><li>Handle incoming calls from clients’ customers, outside attorneys, and courts.</li><li>Perform administrative tasks, including adding case information to the database.</li><li>Maintain in-office presence for team collaboration and document review prior to court filing.</li><li>Open, sort, and distribute department mail.</li></ul>
<p>We are looking for an experienced Accounts Receivable / Collections Specialist to join our client in Red Lion, Pennsylvania. In this role, you will play a critical part in managing financial transactions, ensuring timely payments, and maintaining strong relationships with clients. The position will be fully responsible for the AR/Collections while also supporting the accounting team with payroll, accounts payable and administrative responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage accounts receivable processes to ensure accurate and timely financial records.</p><p>• Conduct commercial collections activities to recover outstanding balances while maintaining strong client relationships.</p><p>• Process cash applications, including verifying and reconciling payments against invoices.</p><p>• Handle billing functions, ensuring invoices are issued promptly and correctly.</p><p>• Monitor account balances and proactively address discrepancies or overdue payments.</p><p>• Collaborate with internal teams to resolve payment disputes and improve collection strategies.</p><p>• Prepare detailed reports on accounts receivable status and collection efforts.</p><p>• Maintain compliance with company policies and applicable financial regulations.</p><p>• Provide exceptional customer service throughout the collections process.</p><p><br></p>
<p>Are you a seasoned professional passionate about information security and compliance? A national leading consulting firm is seeking an <strong>ISO Lead Certified Senior Manager</strong> to take a pivotal role in their Risk Consulting Practice. You’ll lead a team dedicated to providing top-tier advisory and attestation services for ISO 27001 compliance, helping clients streamline their processes, strengthen their security posture, and align with international standards. This role is perfect for someone who thrives in an environment that offers challenging projects, leadership opportunities, and strategic initiatives.</p><p><br></p><p>Your role will bring variety and impact, including:</p><ul><li><strong>Business Development:</strong> Identify new opportunities, create client proposals, and contribute to thought leadership in the ISO space.</li><li><strong>Client Delivery:</strong> Oversee scheduling, client interactions, and the completion of consulting and attestation projects with a focus on quality and professional standards.</li><li><strong>Compliance Excellence:</strong> Ensure workpapers adhere to methodology and standards while juggling multiple client engagements and maintaining precision.</li><li><strong>Risk Awareness:</strong> Stay on top of emerging threats, vulnerabilities, and changes in regulations, providing recommendations for compliance updates.</li><li><strong>Strategic Reporting:</strong> Present system performance and risk analyses to client leadership with actionable improvement plans.</li><li><strong>Leadership & Mentorship:</strong> Guide and support junior team members, helping them grow their skills and confidence.</li><li><strong>Training Initiatives:</strong> Help clients implement information security awareness programs across their organizations.</li></ul><p><strong>Why This Role?</strong></p><p>If you're ready to step into a leadership role where you can showcase your expertise, build client relationships, and lead a team of talented professionals, this position offers tremendous growth potential. You’ll be working in an environment that values collaboration, innovation, and continuous learning while tackling impactful challenges.</p><p><strong>Next Steps:</strong></p><p>Interested in learning more about this exciting opportunity? Take action today! <strong>Reach out to Jim Meade at Robert Half or connect with him on LinkedIn.</strong> We look forward to connecting with you and discussing how you can leverage your skills and experience in this role.</p>
We are looking for an organized and friendly Receptionist to join our team in Baltimore, Maryland on a contract basis. This role will require you to be the first point of contact for visitors, ensuring a welcoming and detail-oriented environment. The position will last for at least two weeks and is a great opportunity to contribute to the operations of a housing association.<br><br>Responsibilities:<br>• Greet and assist visitors as the first point of contact, providing a positive and detail-oriented experience.<br>• Answer and direct phone calls, ensuring inquiries are handled promptly and accurately.<br>• Maintain the reception area, ensuring it is neat, organized, and welcoming.<br>• Manage incoming and outgoing correspondence, including mail and email.<br>• Assist with administrative tasks such as data entry and document preparation.<br>• Coordinate with team members to ensure smooth daily operations.<br>• Provide support in scheduling appointments and meetings as needed.<br>• Ensure compliance with organizational policies and procedures in all interactions.<br>• Handle any additional tasks to support the housing association's operations during the contract period.
<p>Robert Half has a new direct-hire opportunity for an Executive Assistant support a few members of our client's executive team. This position sits on site full-time in Baltimore and offers the opportunity to make a big impact across the organization with your work. If interested, please apply directly to this posting or contact Cody Marshall at Robert Half to learn more. </p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative & Executive Support</strong></p><ul><li>Manage complex calendars, scheduling, and meeting coordination across time zones.</li><li>Prepare, edit, and organize documents, presentations, and reports for internal and external audiences.</li><li>Handle confidential information with the utmost professionalism and discretion.</li><li>Coordinate domestic and international travel arrangements, itineraries, and logistics.</li><li>Facilitate expense reporting, invoice processing, and budget tracking as needed.</li></ul><p><strong>Operational & Strategic Support</strong></p><ul><li>Serve as a key point of contact between the executive and internal/external stakeholders.</li><li>Prioritize and manage incoming requests, communications, and information flow.</li><li>Conduct research and gather data to support decision-making and presentation materials.</li><li>Assist in planning and coordinating executive-level meetings, board sessions, and company events.</li><li>Drive follow-up on action items, ensuring alignment and accountability across teams.</li></ul><p><strong>Communication & Relationship Management</strong></p><ul><li>Draft and manage high-level correspondence, announcements, and communications.</li><li>Build strong relationships with senior leaders, partners, and staff across the organization.</li><li>Represent the executive’s office with professionalism and excellent customer service.</li></ul><p><br></p>
<p>Are you an organized multitasker who thrives on keeping things running smoothly? We’re looking for a reliable and detail-oriented <strong>Administrative Assistant</strong> to join a dynamic team in the Harrisburg area. This is a fantastic opportunity to work in a professional, supportive environment where your skills truly make an impact.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide day-to-day administrative support to ensure smooth office operations</li><li>Answer and direct incoming calls with professionalism and a friendly attitude</li><li>Manage calendars, schedules, and correspondence</li><li>Perform accurate data entry and maintain organized records</li><li>Assist with reports, documents, and special projects as needed</li></ul><p><br></p><p><br></p>
<p>Seeking an Administrative Assistant is the main point of contact for visitors and callers, ensuring a professional, welcoming reception environment and supporting daily office operations. This role combines customer service expertise with strong organizational and administrative skills.</p><p>Key responsibilities include:</p><ul><li>Greeting visitors and answering incoming calls in a courteous manner</li><li>Managing appointment schedules and maintaining the front desk area</li><li>Handling mail, deliveries, and basic office correspondence</li><li>Assisting with data entry, filing, and general clerical tasks</li><li>Coordinating meeting rooms, office supplies, and supporting administrative projects</li></ul><p><br></p>
<p>We are looking for an experienced VP of Operations to join our team in Baltimore, Maryland, within the financial services industry. This role requires a highly skilled leader to oversee and manage critical operational functions, ensuring excellence in service delivery and regulatory compliance. As this is a long-term contract position, you will play a pivotal role in driving efficiency and innovation in banking operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development, deployment, and maintenance of electronic and cash management-based banking products and services.</p><p>• Collaborate with account and business development teams to support the sales and onboarding of electronic banking solutions, while providing training to internal teams.</p><p>• Supervise departmental operations, manage staff, and oversee vendor relationships to ensure seamless workflow and compliance.</p><p>• Analyze dormant accounts to ensure adherence to escheatment laws and internal procedures.</p><p>• Coordinate the processing of returned mail and manage skip tracing functions, ensuring accurate documentation and secure record storage.</p><p>• Research and respond to subpoenas, legal inquiries, and customer concerns with professionalism and efficiency.</p><p>• Ensure regulatory compliance across all banking activities and prepare documentation for federal and state examinations as well as external audits.</p><p>• Identify and implement workflow and system enhancements to boost operational efficiency and address gaps in Electronic, Deposit, and Loan Operations.</p><p>• Participate in product development initiatives, ensuring alignment with operational capabilities and integration with other departments.</p><p>• Serve as a key member of organizational committees, providing expertise on operational initiatives and technology integration.</p>
<p>We are looking for a motivated Attorney to join a small Creditor's Rights law firm in Baltimore County. This position is ideal for an entry level Associate eager to gain trial experience while working closely with experienced attorneys. The role offers an excellent opportunity to develop litigation skills and grow professionally in a supportive environment.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in civil litigation matters, including regular appearances in court.</p><p>• Prepare and draft motions, briefs, and other legal documents to support case strategies.</p><p>• Conduct thorough legal research and analysis to ensure accurate and effective representation.</p><p>• Manage discovery processes, including drafting and responding to discovery requests.</p><p>• Collaborate with senior attorneys to develop case strategies and provide legal counsel.</p><p>• Ensure compliance with Maryland state laws and regulations in all legal proceedings.</p><p>• Participate in client consultations to gather information and provide legal advice.</p><p>• Maintain organized case files and documentation for efficient case management.</p><p>• Contribute to the firm's success by meeting performance goals and deadlines.</p>
<p><strong>WORKERS’ COMPENSATION PARALEGALS & LEGAL ASSISTANTS WANTED</strong></p><p><strong>Baltimore-Metro Area | Multiple Hiring Firms | Competitive Opportunities</strong></p><p>Our recruiting team is partnering with a wide range of Workers’ Compensation law firms throughout the <strong>Baltimore-metro area</strong>, and we’re looking to connect with detail-oriented, motivated WC Paralegals and Legal Assistants interested in exploring new roles.</p><p><br></p><p><strong>POSITION OVERVIEW</strong></p><p>These roles offer the chance to support busy Workers’ Compensation practices and make a direct impact on client outcomes. Depending on the firm, duties may include:</p><ul><li>Handling case files from intake to final award or settlement</li><li>Preparing WC forms, pleadings, and related filings</li><li>Maintaining communication with clients, insurers, adjusters, and providers</li><li>Tracking medical treatment, wage info, and benefit eligibility</li><li>Scheduling hearings, IMEs, depositions, and attorney calendars</li><li>Ensuring deadlines are met and records are organized</li><li>Supporting attorneys in preparing for hearings and conferences</li></ul>
<p><strong>Accounting Manager </strong></p><p> </p><p>Our client in the Chester County, PA area is looking for an Accounting Manager for a contract role. This role will be responsible for overseeing the month-end close process, managing accounts payable (AP) and accounts receivable (AR), and ensuring the accuracy and timeliness of financial reporting. The ideal candidate has strong corporate accounting experience and familiarity with Dynamics 365 (D365), which we currently use for General Ledger (GL), Fixed Assets (F/A), and Accounts Payable.</p><p><br></p><p><strong>Responsibilities of Accounting Manager </strong></p><ul><li>Lead and manage the month-end and year-end close process.</li><li>Oversee AP and AR functions, ensuring accuracy and efficiency.</li><li>Prepare and review financial reports, reconciliations, and supporting schedules.</li><li>Collaborate with internal teams to support audits and compliance requirements.</li><li>Ensure adherence to corporate accounting policies and procedures.</li><li>Drive process improvements to enhance accuracy, efficiency, and timeliness.</li></ul><p><br></p>
<p>Robert Half has partnered with a long-time client to hire a highly skilled Controller. This role is critical to managing and optimizing our financial operations, ensuring accuracy in accounting practices, and supporting strategic decision-making. The ideal candidate will bring a strong background in financial management, leadership, and analytical expertise to contribute to our company's continued growth, while being comfortable in a very hands-on and customer facing role as the financial leader of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee comprehensive accounting operations, including accounts payable, accounts receivable, payroll, general ledger activities, settlements, and financial reporting.</p><p>• Prepare detailed and accurate financial statements on a monthly, quarterly, and annual basis.</p><p>• Manage and monitor cash flow in a cash-intensive business environment, ensuring liquidity and operational efficiency.</p><p>• Lead the entire monthly closing process to ensure timely and accurate completion.</p><p>• Develop and enhance internal controls, accounting workflows, and financial systems to ensure compliance and efficiency.</p><p>• Guide and mentor the accounting and administrative teams, fostering skill development and collaboration.</p><p>• Collaborate with leadership to establish financial strategies, key performance indicators (KPIs), and conduct scenario analyses.</p><p>• Implement process improvements and automation tools to streamline financial operations.</p><p>• Build and maintain strong relationships with financial partners and clients, providing seamless support and communication.</p><p>• Deliver financial insights on commodity pricing, material recovery rates, operational efficiency, and other critical metrics to drive business success.</p><p><br></p><p>This is a very attractive opportunity to work for an organization that rewards your efforts and supports a very collaborative environment. Please apply immediately if you are interested to tracy.kaszuba at roberthalf or to Tracy Kaszuba on LinkedIn.</p>
<p>We are looking for a dedicated licensed <strong>Financial Advisor </strong>to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.</p><p>• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.</p><p>• Analyze market trends and investment opportunities to recommend effective portfolio strategies.</p><p>• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.</p><p>• Expand the client base through networking, referrals, and community outreach efforts.</p><p>• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.</p><p>• Provide clients with education and guidance on financial strategies, investment options, and market trends.</p><p>• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.</p><p>• Utilize financial tools and software to streamline planning and investment processes.</p>
We are looking for a dedicated Assistant Property Manager to support the daily operations of a residential community in Reading, Pennsylvania. This role involves managing resident relations, ensuring compliance with housing programs, and maintaining occupancy standards. The ideal candidate will be detail-oriented, customer-focused, and capable of handling a variety of responsibilities to maintain the smooth functioning of the property.<br><br>Responsibilities:<br>• Process rent collections, post payments, and enforce policies related to overdue payments.<br>• Handle leasing activities, including managing waitlists, conducting tours with potential tenants, and processing applications to meet compliance requirements.<br>• Coordinate move-ins by preparing vacant units, conducting inspections, and delivering orientations for new residents.<br>• Maintain compliance with housing programs by overseeing annual recertifications and ensuring all documentation is accurate.<br>• Prepare for audits and inspections by organizing property files, binders, and office records.<br>• Address resident concerns and complaints promptly, fostering a positive community environment.<br>• Support the Property Manager in financial and physical property management tasks when needed.<br>• Manage communication with residents, including distributing recertification notices and responding to inquiries.<br>• Conduct periodic unit inspections and assist with annual reviews to ensure property standards are met.<br>• Step in to perform Property Manager duties during their absence.
