Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Provide detailed administrative support to executive leadership using systematic procedures.
Manage scheduling, calendar, travel logistics, and expense reconciliation for the team.
Collaborate cross-functionally with finance and other departments to ensure efficient operations.
Vibrant Emotional Health delivers high-quality mental health services and support through technology-enabled solutions and community wellness programs. The organization has been promoting emotional wellness for over 50 years and is an equal opportunity employer.
Manage daily flow of referrals to partner firms and track compliance data for the region.
Support Regional Manager with case agreement records and facilitate payment compliance with accounting staff.
Build weekly/monthly progress reports and interact regularly with attorneys and partner firms.
Morgan & Morgan is a personal injury law firm that fights for consumer rights against insurance companies and large corporations. With over 6,000 employees, they are united by the mission 'For the People'.
Provide administrative assistance to the Absence Vice President and Operational Leaders, including meeting minutes, scheduling, and data entry.
Create data visuals, presentations, and communication materials, and book travel or reconcile expense reports.
Run routine reports, create summaries, and support the team with clear written and verbal communication.
ComPsych is the worldwide leader in organizational mental health, well-being, and absence management, igniting human potential in workplaces globally. For over 40 years, they have supported more than 75,000 customers and 160 million lives across 200 countries, with 40% of the Fortune 500 choosing them.
Manage the intake, organization, and tracking of client reporting documents and underwriting materials.
Enter premium payments to the accounting system and identify high-dollar claims for review.
Support cross-functional teams by facilitating efficient workflows and enabling timely decision-making.
Foundation Risk Partners is an insurance brokerage and consulting firm, one of the fastest growing in the US. They focus on employee benefits and risk management, adding talented staff to support their growing team.