Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.
Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.
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 professional client support by managing inquiries, maintaining records, and coordinating administrative tasks.
Respond to client calls and emails, assist with billing, and prepare reports and correspondence.
Work independently in a remote environment to ensure a positive client experience.
A-Core Industrial Services provides concrete cutting, demolition, core drilling, and specialty construction services. Since 1974, they have served commercial and industrial clients across the US with a focus on safety, quality, and customer service.
Deliver timely, responsive support for new and existing clients, ensuring a smooth transition from implementation through ongoing service.
Maintain accurate client benefit information across systems, providing reliable documentation for operational teams.
Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs.
Health Advocate is a leading provider of health advocacy, navigation, well-being, and integrated benefits programs, helping members navigate healthcare complexities. The company is part of Teleperformance in the US, employs a team of compassionate experts, and has been recognized as a top workplace by Fortune, with numerous customer service awards.
Manage invoices, payments, reporting, and administrative activities to support accurate financial processes.
Coordinate with operational teams and external stakeholders to ensure smooth financial operations.
Perform data entries, maintain financial reports, and identify opportunities to optimize workflows.
Jobgether uses AI-powered matching to connect candidates with hiring companies. It operates as a platform that reviews applications and shares top-fitting candidates with employers, aiming for efficient hiring.
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.
Assist in preparing journal entries and maintaining general ledger accounts in accordance with accounting standards.
Support month-end and year-end close processes, ensuring timely and accurate financial reporting.
Perform routine controller functions including account reconciliations, variance analysis, and internal controls monitoring.
Atlas Technica provides IT management, user support, and cybersecurity for hedge funds and investment firms. Founded in 2016, the company has grown steadily, valuing ownership, execution, growth, intelligence, and camaraderie.
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.
Perform general administrative and clerical duties for retirement plan operations, including data entry and document preparation.
Assist with processing benefit distributions and participant loans while ensuring accuracy and completeness.
Support team members with special projects and communicate professionally with internal and external contacts.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, they emphasize accuracy, compliance, and regulatory risk reduction.
Act as primary project manager for all open deals, coordinating with Legal, Finance, and Logistics to secure approvals.
Maintain 100% accurate CRM data, logging discovery notes and stakeholder maps within 24 hours.
Manage client-facing logistics and proactively identify process bottlenecks to build reusable sales assets.
This company is a mission-driven leader in the healthy building industry, dedicated to transforming buildings to promote human health. They provide integrated hardware, software, and expert guidance, and are known for refusing to accept 'good enough' standards.
Provide day-to-day administrative support to senior managers, ensuring smooth operations and excellent client experience.
Perform data entry, security checks, and maintain integrity of company records.
Manage travel bookings, send client action plans, and keep internal systems up to date.
Soft Innovation Ltd provides administrative support and operational services to businesses. The company maintains a small, collaborative team with a focus on efficiency and client satisfaction.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Manage virtual call routing, emails, and calendar coordination for high-growth international clients.
Perform light administrative tasks, record management in CRM, and office procurement support.
Handle meeting coordination and internal collaboration to ensure operational harmony.
Savvital provides diversified services to small and medium-sized businesses in the US market, offering customized solutions through strategic task delegation. The company employs a team of educated experts motivated to add capacity to clients' workdays, aiming to create a human-centered ecosystem for growing businesses.
Prepare conferences end-to-end, including target lists, attendee research, outreach, schedules, briefings, and follow-up trackers.
Build investor and partner databases from public sources and LinkedIn, and support financial models, fund analytics, and pipeline trackers.
Coordinate dealflow scoring, maintain credit pipeline, and ensure tasks, deadlines, and progress are visible to the team.
Xsolla is a global commerce company that provides tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500 game developer partners and offices worldwide, they foster a collaborative and supportive culture focused on empowering creators.
Support branches, Wealth Management, and digital channels with customer relationships and account opening.
Process account maintenance, transactions, and resolve customer inquiries.
Identify opportunities to meet customer needs through cross-selling bank products and services.
The organization is a financial institution that offers banking products and services through its Banker Service Center. It values customer service, compliance, and teamwork.
Handle customer enquiries and emergency situations over the phone with professionalism.
Meet service delivery targets by resolving queries in a timely and consistent manner.
Use multiple systems to accurately record interactions and build customer trust.
Capita is an outsourcer that helps clients across the public and private sectors run complex business processes more efficiently, creating better consumer experiences. Operating across 8 countries, we support primarily UK and European clients with people-based services underpinned by market-leading technology.
Manage donor data and CRM systems to ensure data integrity and support fundraising teams.
Conduct prospect research and prepare reports and dashboards for informed decision-making.
Coordinate administrative processes and training to improve operational efficiency.
The partner company is a mission-driven organization focused on fundraising and donor engagement. The company size is not specified, but it emphasizes collaboration and data-driven operations.