<h3>Job Description</h3>
Job Description
&nbsp;Personal Assistant with Strong QuickBooks Expertise
Location: Boca Raton / Delray Beach, FL (Hybrid)
Employment Type: Part-Time or Full-Time
Start Date: Flexible
Compensation: Competitive, based on experience
Summary&nbsp;
We are seeking an experienced and proactive Personal Assistant to support a dynamic individual and their family with day-to-day administrative, scheduling, and financial tasks — especially those involving QuickBooks and bookkeeping. While most work can be done remotely, frequent in-person collaboration will be essential, so candidates must reside in or near Boca Raton or Delray Beach.
This is not your average assistant role. We’re looking for someone who can think strategically, manage multiple responsibilities with calm confidence, and take initiative without being micromanaged. You’ll need to move projects forward, communicate proactively, and keep in touch with the family to inform about what has been completed and what is coming next.
Job Responsibilities&nbsp;
Financial &amp; Administrative Support
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Manage QuickBooks entries across multiple personal and business accounts
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Handle invoice processing, bill payments, reimbursements, and basic budgeting
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Track and organize receipts, reconcile statements, and prepare light reports
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assist with financial recordkeeping for properties, vendors, and family expenses
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Coordinate with accountants and bookkeepers when needed
Personal &amp; Family Task Support
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Help coordinate schedules, appointments, and travel
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Liaise with household vendors, property managers, and service providers
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain key documents and handle confidential information with discretion
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Help streamline daily operations, and anticipate needs before they arise
Ideal Candidate Traits
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Proactive communicator, who doesn’t wait to be asked
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;A naturally organized multitasker with very high attention to detail
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Excellent with QuickBooks and has a solid command of Excel or Google Sheets
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Professional, discreet, and respectful of privacy and personal boundaries
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Reliable, flexible, and available for frequent in-person collaboration in East Boca Raton/Delray area
Requirements
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;5+ years of relevant experience (administrative or financial support)
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated proficiency with QuickBooks (non-negotiable)
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Solid grasp of personal finance and expense tracking
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Tech-savvy and resourceful — able to learn new platforms with ease
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree preferred, but not required if experience is exceptional
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Lives within 30 minutes of East Boca Raton or Delray Beach
Perks
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Flexible hours with remote/hybrid schedule
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Competitive compensation and performance-based bonuses
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;A meaningful, trust-based role where your impact is visible and appreciated
How to Apply
Please email your resume, a brief cover letter, and at least 2 references to [<a href="mailto:nina@jalagro.com" target="_blank">nina@jalagro.com</a>] with the subject line:
Personal Assistant Application – [Your Name]

Personal Assistant with Strong QuickBooks Expertise

<h3>Job Description</h3>
Job Description
1099 Position
Company background
AIL has been in business for over 68 years. We are a company that works with over 40,000 different labor unions, including the NFL, NBA &amp; MLB, with over 5 million members and counting. Our company has over $58.9 billion in force with an A+ Superior Rating by AM Best for its financial strength. Union members request our benefits packages because standard work benefits are often eliminated or reduced upon leaving or retirement. We provide unions with permanent benefits to give them the protection they need throughout their lives. American Income Life is one the premier workplaces in North America, consistently being voted one of the best places to work, with Best Workplace awards in 2017, 2018 and 2019. AIL has also been named the 24th Happiest Places to Work by Forbes Magazine.
Position summary
American Income Life is a leading insurance and supplemental benefits provider. The company provides its clients with value and unbeatable customer service with complete transparency and integrity. That's what makes us so successful. We are currently looking for service-minded individuals with good communication skills to fill several sales representative positions in your area. This position is 100% COMMISSION BASED PAY ONLY.
Company Highlights:
<ul>
<li>Voted #24 Happiest Company to Work For</li>
<li>Rated A+ Superior by A.M. Best for financial strength</li>
<li>Parent company Globe Life has more policyholders than any insurance company in the world</li>
</ul>
Duties:
<ul>
<li>Inbound and outbound calling</li>
<li>Completing applications for insurance products</li>
<li>Scheduling appointments with clients who request our benefits</li>
<li>Presenting and explaining insurance products and benefits packages over Zoom video call</li>
<li>Sell and up sell insurance to new and existing clients</li>
<li>Report daily numbers</li>
<li>Attend optional training classes</li>
<li>Completing tasks that an underwriter requires to get the client approved for the coverage</li>
</ul>
What we offer:
<ul>
<li>Long-term career progression</li>
<li>Flexible work hours</li>
<li>Provide full training</li>
<li>Remote work from home option</li>
<li>100% Commission Pay ONLY</li>
<li>Residual Income</li>
<li>Paid Weekly</li>
<li>Ability to qualify for all-expense-paid incentive trips around the world</li>
<li>Full Benefits after 90 days.</li>
</ul>
Minimum qualifications:
<ul>
<li>Utilize interpersonal skills to build strong client relationships.</li>
<li>High school diploma (higher education preferred but not required)</li>
<li>Customer service and/or retail experience preferred but not required</li>
<li>18+ years of age</li>
<li>Life Insurance License LLQP (If you do not have one, license fees will apply)</li>
<li>Time management skills</li>
<li>Authorized to work in the US</li>
</ul>
Requirements:
<ul>
<li>Cell phone (unlimited long distance calling)</li>
<li>Access to Wifi</li>
<li>Working Computer</li>
</ul>
In the interest of community wellness, our company has adjusted our business operations. As such, all interviews will be conducted via Video conference.

Sales Representative Entry Level - Work From Home

<h3>Job Description</h3>
Job Description Responsibilities:
<ul>
<li>Assist the Property Manager in managing daily operations of the property</li>
<li>Respond to resident inquiries and complaints in a timely and professional manner</li>
<li>Coordinate and assist in overseeing maintenance and repairs of the property</li>
<li>Assist in the preparation of budgets and financial reports</li>
<li>Assist in the processing resident applications for available units</li>
<li>Creating outstanding relationships by developing engaging resident communications</li>
<li>Perform regular inspections of the property to ensure it is well-maintained and meets safety standards</li>
<li>Assist in the enforcement of community rules &amp; regulations</li>
<li>Maintain accurate and up-to-date records of resident &amp; community information, per statute</li>
<li>Assist in the preparation of community policies &amp; procedures, agreements and other necessary documents</li>
<li>Assist in preparing for and attending Board Meetings as needed</li>
</ul>
Qualifications:
<ul>
<li>Minimum of a high school diploma or equivalent</li>
<li>2+ years of experience in property management or related field</li>
<li>Excellent communication and customer service skills</li>
<li>Strong organizational and time-management skills</li>
<li>Proficient in Microsoft Office, Building Link, Accounting software</li>
<li>Ability to work independently and as part of a team</li>
<li>Valid driver's license and reliable transportation</li>
<li>Knowledge of community association management laws and regulations</li>
<li>Experience with budgeting and financial reporting</li>
<li>Experience with processing resident applications&nbsp; and marketing</li>
<li>Ability to handle resident complaints and resolve conflicts</li>
<li>Experience with property maintenance and repair</li>
<li>Experience with vendor management&nbsp;</li>
<li>Strong problem-solving and decision-making skills</li>
</ul>
Please note that this job description is not exhaustive and additional responsibilities may be assigned as needed. Job Type: Full-time Salary: $18.00 - $25.00 per hour (based on experience) Expected hours: 40 per week&nbsp; Benefits:
<ul>
<li>Health insurance</li>
<li>Robust Paid time off policy</li>
</ul>
Experience level:
<ul>
<li>2 - 5 years</li>
</ul>
Shift:
<ul>
<li>Day shift</li>
</ul>
Weekly day range:
<ul>
<li>Monday to Friday</li>
<li>After hours as needed (In emergency situations)</li>
</ul>

Condominium Assistant Manager

<h3>Job Description</h3>
Job DescriptionThe Legal Support Specialist serves as a key point of contact for both internal and external clients, acting as a liaison between attorneys and clients. The ideal candidate is highly organized, results-driven, and capable of managing multiple assignments with minimal supervision while maintaining a high level of professionalism and confidentiality. Key Responsibilities Document Preparation &amp; Management: Draft, edit, proofread, and organize legal documents and correspondence. File Organization: Maintain and manage legal files, ensuring accuracy and accessibility. Billing &amp; Time Entry: Process attorney time entries, manage billing, and assist with collections. Scheduling &amp; Travel Coordination: Maintain busy calendars, schedule appointments, arrange complex travel plans, and process related expenses. Client &amp; Attorney Support: Act as a primary liaison between attorneys and clients, assisting in client relationship management. Administrative Duties: Manage attorneys' emails and calls, process expense reimbursements, and perform other office responsibilities as needed. RequirementsSkills &amp; Competencies 
<ul>
<li>
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment 
</li>
<li>
Strong written and verbal communication skills with a polished, professional demeanor 
</li>
<li>
Proactive and self-motivated, with the ability to work both independently and collaboratively 
</li>
<li>
Exceptional client service orientation, demonstrating discretion and professionalism 
</li>
<li>
Comfortable working under pressure and meeting strict deadlines 
</li>
<li>
Flexible and willing to work overtime when necessary 
</li>
</ul>
Education &amp; Prior Experience 
<ul>
<li>
Minimum of five years of experience as an administrative or executive assistant in a professional services environment, preferably within a law firm 
</li>
<li>
Experience supporting attorneys or executives in high-volume, deadline-driven settings 
</li>
<li>
Bachelor’s degree or equivalent work experience preferred 
</li>
<li>
At least two years of legal secretary or legal administrative support experience at a mid-to-large law firm 
</li>
</ul>
Technology 
<ul>
<li>
Proficiency in Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook 
</li>
<li>
Experience with document management systems required; familiarity with iManage and/or Filesite is a plus 
</li>
</ul>
 BenefitsAbout the Company 
About the Employer JM Networking, LLC is partnering with a prestigious law firm to hire a Legal Support Specialist for their Corporate Team in Fort Lauderdale. This is an exciting opportunity for a driven and resourceful professional to join a dynamic and fast-paced legal environment. Our client is a leading law firm that values collaboration, precision, and client-focused service. The ideal candidate will be proactive, detail-oriented, and capable of anticipating the needs of attorneys and clients alike. This role is central to ensuring the efficient flow of legal and administrative processes across the Corporate practice group. This is a full-time, in-office position based in Fort Lauderdale. The selected candidate will be expected to participate in regular on-site operations, including meetings, team collaboration, and ongoing training. If you are passionate about delivering high-quality support and thrive in a high-performance legal setting, we invite you to explore this opportunity.

Corporate Legal Assistant

<h3>Job Description</h3>
Job Description
We are seeking a Mental Health Technician to join our team! You will provide psychological mental health technical assistance to a private practice.
Responsibilities:
<ul>
<li>Report writing assistance/transcribing</li>
<li>Data analysis, interpretation and scoring of psychometric assessments</li>
<li>Work with deadlines</li>
<li>Collaborate with additional providers</li>
<li>Ensure all documentation is completed in a timely manner</li>
<li>Attention to details/ Multi-tasking</li>
</ul>
Qualifications:
<ul>
<li>Previous experience in mental health or other related fields</li>
<li>Familiarity with mental health resources</li>
<li>Excellent written and verbal communications skills</li>
<li>Ability to build rapport with clients</li>
<li>Strong leadership qualities</li>
</ul>
Company DescriptionEstablished private practice providing mental health services to the community 
<h3>Company Description</h3>
Established private practice providing mental health services to the community

Bilingual Mental Health Technician

<h3>Job Description</h3>
Job Description
We’re seeking a proactive, results-oriented Marketing &amp; Outreach Representative to connect with Medicare-eligible seniors in Miami-Dade County. This role involves leading community outreach efforts, educating seniors on their health plan options, increasing enrollments, and building long-term relationships in senior service networks.
Key Responsibilities
<ul>
<li>
Conduct outreach in senior centers, community groups, places of worship, and local events aimed at seniors.
</li>
<li>
Educate seniors and caregivers about Medicare, HMO benefits, preventive health, and clinic services.
</li>
<li>
Assist with the enrollment process, ensuring seniors understand clinic policies, benefits, and what to expect.
</li>
<li>
Track and meet monthly / quarterly enrollment or new member growth goals.
</li>
<li>
Collaborate with clinic leadership, referrals, social workers, and partner organizations.
</li>
<li>
Collect feedback from the community about needs and barriers, and report to management to improve outreach strategy.
</li>
</ul>
Qualifications
<ul>
<li>
1-3+ years in sales, community outreach, healthcare marketing, or similar.
</li>
<li>
Bilingual in English / Spanish strongly preferred.
</li>
<li>
Excellent communication, presentation, and interpersonal skills.
</li>
<li>
Valid Florida driver’s license + reliable transportation.
</li>
<li>
Familiarity with Medicare / HMO programs a plus.
</li>
</ul>
Company DescriptionVidamax Medical Center is one of the best medical and wellness centers in Miami, serving adult patients since 2012. Our goal is to provide the best primary care, chronic disease management, referrals, preventive medicine, and medical aesthetics and wellbeing services to all adults in the Miami Area. Available in 6 locations, the highly trained board-certified physicians and nurses at Vidamax Medical Center will take care of you and your loved ones with personalized attention, no matter your financial/insurance situation. 
<h3>Company Description</h3>
Vidamax Medical Center is one of the best medical and wellness centers in Miami, serving adult patients since 2012.\r\n\r\nOur goal is to provide the best primary care, chronic disease management, referrals, preventive medicine, and medical aesthetics and wellbeing services to all adults in the Miami Area.\r\nAvailable in 6 locations, the highly trained board-certified physicians and nurses at Vidamax Medical Center will take care of you and your loved ones with personalized attention, no matter your financial/insurance situation.

Marketing & Outreach Representative - Senior / Medicare Programs

<h3>Job Description</h3>
Job Description
Local Lift Station Service Provider looking for experienced electro mechanics Seeking candidates with experience in:
<ul>
<li>Controls</li>
<li>Pumps</li>
<li>Motors</li>
</ul>
 Responsibilities:
<ul>
<li>Provides service, maintenance, and inspections to lift stations and related equipment.</li>
<li>Performs and assists in preventive maintenance, and repairs on pumps, gate valves, check valves, plug valves, generators, and their associated fixtures.</li>
<li>Assists in Vac Truck operation to clean and pump-out wet-wells.</li>
<li>Assists in the maintenance of instrumentation devices such as pump control units (PCU), telemetry control units (TCU), flow meters, level control devices, and gauges.</li>
<li>Assists in repairing and replacing electrical panels, fuses, switches, and wiring at lift stations.</li>
<li>Assists in troubleshooting issues that may arise in a lift station, including, but not limited to pumps, control devices, piping, valving, electrical, etc.</li>
<li>Maintains tools, vehicles, and equipment assigned to employee by their supervisors.</li>
<li>Maintains all yards, landscaping, and fences within lift stations parameters.</li>
<li>Responds timely to requests and work orders to ensure proper completion of wastewater and lift station repairs and maintenance.</li>
<li>Follows safe working practices and has a working knowledge of safety practices and procedures.</li>
<li>Performs after-hours/on-call rotation to respond to emergency repairs.</li>
</ul>
 Full time work $18.00 to $22.00 to start (based on experience) Plus 90-day increase (Based on performance) Requirements include:
<ul>
<li>Valid Florida Driver's License</li>
<li>Ability to handle physical workload</li>
<li>Must Be Bilingual</li>
<li>Deadline and detail oriented</li>
</ul>
All interested candidates please email your resume to the email address provided. Compensation based on experience. Apply in person: 5761 NW 37 AVE Building 101 MIAMI, FL 33142 PH: 305-324-2121 E: <a href="mailto:assist@liftstationsrus.com" target="_blank">assist@liftstationsrus.com</a>
Company DescriptionWe are a family owned and operated service company that has consistently grown since we opened in 1990. We started by offering lift station service and quickly grew into a complete Environmental Service Company. Our services include, but are not limited to, Lift Station service and maintenance, sales, repairs, pump outs, manufacturing, engineering and just about everything having to do with sewer, storm water and booster pump stations. We service the entire state of Florida and have also worked together with many contractors and municipalities on several projects out of state. Here, at Lift Stations "R" Us, we have built our company on the principal of Client Customer Service and Satisfaction as our #1 goal. As a result, we have found that if you enforce the concept of "customer service", success will follow. 
<h3>Company Description</h3>
We are a family owned and operated service company that has consistently grown since we opened in 1990.\r\n\r\nWe started by offering lift station service and quickly grew into a complete Environmental Service Company. Our services include, but are not limited to, Lift Station service and maintenance, sales, repairs, pump outs, manufacturing, engineering and just about everything having to do with sewer, storm water and booster pump stations.\r\n \r\nWe service the entire state of Florida and have also worked together with many contractors and municipalities on several projects out of state.\r\n \r\nHere, at Lift Stations "R" Us, we have built our company on the principal of Client Customer Service and Satisfaction as our #1 goal. As a result, we have found that if you enforce the concept of "customer service", success will follow.

Lift Station Maintenance Technician

<h3>Job Description</h3>
Job DescriptionBenefits/Perks 
<ul>
<li>Competitive Compensation</li>
<li>Paid Time Off</li>
<li>Career Growth Opportunities</li>
</ul>
Job Summary We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. Responsibilities 
<ul>
<li>Answer incoming phone calls and route them to the appropriate person</li>
<li>Schedule appointments and maintain a calendar</li>
<li>Organize meetings and take accurate minutes</li>
<li>Write emails, memos, and letters and distribute them appropriately</li>
<li>Contribute to company reports</li>
<li>Maintain an organized filing system</li>
<li>Develop, update, and maintain relevant office procedures</li>
</ul>
Qualifications 
<ul>
<li>High school diploma/GED required, Associates degree or administrative training is preferred</li>
<li>Previous experience as an Administrative Assistant or in a similar position</li>
<li>Familiarity with standard office equipment such as printers and fax machines</li>
<li>Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint</li>
<li>Highly organized with excellent time management skills and the ability to prioritize projects</li>
</ul>

Administrative Assistant

<h3>Job Description</h3>
About The Role
 
Fluency in Spanish is a requirement for this position
 
This position requires the successful candidate to work on a W2 directly with FDM. We cannot accept C2C, 1099 or employment sponsorship (e.g. H1-B) for this position.
 
FDM is a global business and technology consultancy delivering client and industry driven solutions through our 5 core specialist Practices; Software Engineering, Data &amp; Analytics, IT Operations, Change &amp; Transformation, and Risk, Regulation &amp; Compliance.
 
FDM is seeking a KYC Analyst located in Miami, FL to support a project in the financial services sector. Involvement in this project is anticipated to last initially 12 months but may be extended.
 
This role will be hybrid with requirements to be in office 3 days per week.
 
The KYC Analyst will be responsible for ensuring that the client; business and internal KYC teams are supported throughout the life cycle of an on-board. Ensuring files are right first time by completing an initial review of the KYC file; managing messaging to the business in a clear and concise manner; managing daily MI and prioritization will be a critical part of their responsibility. They will also review and analyze the data to help improve efficiency and turn-around times.
 
Key Responsibilities:
 
<ul>
<li>Detailed initial review of case files, identifying gaps in the front office submission</li>
<li>Clearly articulating why, the submitted files meet (or do not meet) KYC and regulatory requirements</li>
<li>Responsible for ensuring that cases are prioritized and managed effectively and consistently in line with the agreed process and SLA’s; ensuring that all aspects of delivery are running effectively</li>
<li>Work collectively with the Client, Front office and across Operations function to ensure full transparency and improve turn-around times</li>
<li> Understanding of the risk associated with specific entity / client types and evaluating the case risk as a result</li>
<li>Supports the production of critical metrics and reporting which provide data related to department performance, risk quantification and stratification, and resource capacity</li>
</ul>
 
Required Skills
<ul>
<li>Knowledge and experience in Risk, Compliance and/or KYC</li>
<li>Communication skills and stakeholder management skills</li>
<li>Presentation skills</li>
<li>Bachelor's degree or higher in Finance/Business/Accounting</li>
<li>Spanish language skills (Written/Verbal)</li>
</ul>
 
Desirable skills
<ul>
<li>Ability to understand complex AFC rules and interpret them well enough to apply to on boarding process</li>
<li>Ability to deliver Key Performance Metrics to senior business managers. Ability to translate outputs into deliverables and actions. Ensure that the actions are followed through and measured.</li>
<li>Excellent awareness and understanding of businesses such as Corporate Banking / Global Markets</li>
</ul>
 
About Us
FDM is an award-winning global business and technology consultancy powering the people behind tech and innovation for over 30 years. We collaborate with world-leading companies to identify the expertise they need, exactly when they need it. We have helped successfully launch nearly 25,000 careers globally to date and are a trusted partner to over 300 companies worldwide. 
FDM has 4,000+ employees worldwide, with over 90 nationalities working together as a team. From our origins in Brighton, UK, FDM now has 19 centres located across North America, Europe and Asia-Pacific and is now on the FTSE4Good Index.

KYC Analyst - Bilingual Spanish

<h3>Job Description</h3>
Marketing Associate / Administrative Assistant
 
Location: Coral Gables, FL (In-office)
 
Salary: $60,000 – $80,000 | Full-Time
 
About the Role
 
Our client is seeking a proactive and detail-oriented Marketing Associate / Administrative Assistant to support their advisory team in driving new business opportunities, deepening client relationships, and executing marketing initiatives. This is a unique hybrid role blending client outreach, marketing coordination, and administrative support. The ideal candidate thrives in a fast-paced, client-focused environment and enjoys making an impact through both organizational excellence and business development.
 
 
Key Responsibilities
 
Business Development Support
<ul>
<li>Build call lists from prospecting, events, referrals, and research within our target market.</li>
<li>Drive 10 new meetings per week with brand-new prospects.</li>
<li>Track and call new referrals to book initial meetings.</li>
<li>Engage existing clients for introductions, family connections, and personal referrals.</li>
<li>Schedule annual client reviews and ensure ongoing “touchpoints” for advisory clients.</li>
</ul>
 
 
Marketing Execution:
 
<ul>
<li>Support implementation of the firm’s marketing plan, including direct prospecting meetings, networking lunches, event planning, sponsorships, and joint work partnerships.</li>
<li>Coordinate birthday gifts, event logistics, and other client engagement touchpoints.</li>
<li>Maintain branding across marketing materials, decks, website, and sponsorships.</li>
</ul>
 
 
Client &amp; Case Management:
 
<ul>
<li>Manage and update the Open Case Log to ensure timely follow-up.</li>
<li>Conduct follow-up calls to keep prospects and clients engaged.</li>
<li>Maintain and segment advisory client lists, ensuring each client has a clear next step and a relationship manager assigned.</li>
</ul>
 
 
Administrative &amp; Calendar Support:
 
<ul>
<li>Manage and optimize both Lead Advisors’ calendars.</li>
<li>Confirm appointments the day before and proactively ensure calendars are consistently full.</li>
<li>Anticipate scheduling needs to maximize advisor productivity.</li>
</ul>
 
 
Qualifications:
 
<ul>
<li>2–5 years of experience in marketing, client services, or administrative support (financial services experience preferred).</li>
<li>Strong organizational skills with the ability to manage multiple priorities.</li>
<li>Excellent verbal and written communication skills; comfortable with outbound calls.</li>
<li>Proficiency in Microsoft Office; CRM experience is a plus.</li>
<li>Proactive, resourceful, and detail-oriented, with a team-first mentality.</li>
</ul>
 
 
Compensation:
 
<ul>
<li>Base Salary: $60,000 – $80,000 (commensurate with experience)</li>
<li>Performance-based incentives available</li>
</ul>

39,936 Jobs in Hallandale Beach, FL 33009, USA