We are seeking a professional Bookkeeper to join a faith based organization in Metamora, IL. This is a full time, onsite, permanent position with great benefits. The ideal candidate will have prior Bookkeeping experience and will be a positive, team player! Any experience with Paycor is a bonus.
PLEASE NOTE: If…
Our IT Manager oversees the management, maintenance, and support of all FGP’s technology platforms. This role works closely with the leadership team and the Managed Service Provider (MSP) to create strategies that improve the effectiveness, efficiency, and security of the company’s IT assets and information. This collaboration is essential for…
ABOUT THE CONTROLLER POSITION
Sea Pines – Community Services Associates is seeking a Controller to join their Finance and Accounting team. The Controller will be an essential partner to the CFO by coordinating accounting, auditing, billing, disbursements, and related activities as well as preparing financial statements, analyzing accounting data, and compiling…
An environmental engineering company is seeking an Assistant Project Coordinator in Charleston, SC to provide administrative support for team projects. This is a wonderful opportunity for a candidate seeking a career path in project management. Deltek software experience is preferred and strong math skills are required.
This temp-to-hire position offers a…
A well known client in Downtown Columbia is looking to add a Legal Program Coordinator to assist with insurance verifications, billings and audits.
Responsibilities:
Assist in the preparation of analytical audit of contractor’s accuracy of health insurance verification
Review and research information received on questionnaires and asset verification leads
Input information from leads into case…
We are seeking a detail-oriented and organized Data Entry/Tax Assistant to join a growing team in Greenville, SC. This is a full time, temporary and possibly temporary to hire role. The ideal candidate will have strong analytical skills and will be comfortable using Salesforce and QuickBooks.
Duties:
Collaborate with the tax team…
Position Overview-
Client is a well-respected financial advisory firm seeking an experienced and strategic Operations Director to lead and optimize the operational functions. This role will ensure efficiency, compliance, and scalability while enhancing client and advisor experiences. The ideal candidate has a strong background in financial services operations.
Company offers an excellent culture, career opportunity and a strong compensation and benefits package. Role is based in the greater Nashville, TN area.
Key Responsibilities-
Operations & Process Management
Oversee daily operations, ensuring smooth workflows across all departments.
Develop and implement process improvements to enhance efficiency and client experience.
Manage vendor relationships, including technology platforms, custodians, and service providers.
Compliance & Risk Management
Ensure the firm adheres to all regulatory and compliance requirements.
Maintain and enforce internal policies and procedures to mitigate risk.
Work closely with compliance teams to enforce policies and procedures, working to continually update compliance processes as needed.
Client Administration and Service:
Oversee client onboarding, account setup, and documentation processes to ensure a seamless experience.
Manage client account maintenance, transfers, and service requests with custodians and financial institutions.
Ensure timely and accurate processing of client transactions, distributions, and contributions.
Work with advisors to streamline administrative support and improve client engagement.
Manager CRM system regarding all operational activities related to clients.
Focus on continually improving processes and client experiences.
Financial Management
Oversee bill paying for the firm.
Coordinate client billing processes and manage payouts to advisors
Technology & Systems Management
Oversee the firm’s technology stack, including CRM, portfolio management software, and financial planning tools.
Lead system integrations and upgrades to enhance automation and data management.
Ensure cybersecurity best practices are followed to protect client and firm data.
Qualifications & Experience-
Bachelor’s degree in Business Administration, Finance, or a related field preferred
3+ years of experience in operations management within the financial services or wealth management industry.
Experience with financial advisory technology platforms (CRM, portfolio management, etc.)
Proven leadership and strategic planning skills.
Excellent problem-solving, communication, and project management abilities.
…
Our client in Greenville is hiring a Client Services Specialist to support their operations teams with data management and correspondence with clients and internal partners.
This position is on-site with ability to be hybrid after training is complete. Strong communication and technical skills needed.
Responsibilities:
Serve as primary contact for internal/external clients,…
A hospice organization is seeking a highly motivated, relational Hospice Community Liasison to manage existing accounts and develop new business opportunities in Anderson, Oconee, and Pickens counties. This role is primarily based in the field, visiting client referral sources and building relationships with potential clients. 2+ years of sales experience is required.
This…
Our client, a religious order in North Augusta, GA, seeks an Executive Director. Ideal candidates will be experienced non-profit leaders with management expertise, financial acumen, fundraising and marketing/communications experience, and an ability to work collaboratively. The ED is responsible for overseeing the Order’s operations, including the re-establishment of a Guest Ministry…
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