USAANewManager, Claims Operations- Complex Property Field USAAManager, Claims Operations- Complex Property FieldSeattle, WA$103,450–$191,970 / yearAs a dedicated Manager, Claims Operations, you will manage and be accountable for auto and other claims operations member service employees who are responsible for serving our members, and providing appropriate solutions as they investigate, evaluate and negotiate the claim. Experience leading and developing teams of adjusters ensuring quality, accuracy, and timely resolution of claims that will include high exposure/complex cases.
Epitec, IncNewClient Support - Associate Epitec, IncClient Support - AssociateEverett, WAThis onsite role supports US Foods as a Client Support Associate (IT Specialist) providing frontline technical support across corporate and distribution center environments. This is a Tier 1–Tier 2 support role, targeting hands-on IT support professionals (avoid senior/overqualified candidates).
*US AMR-Jones Lang LaSalle Americas, Inc.NewGeneral Manager, Office Property Management *US AMR-Jones Lang LaSalle Americas, Inc.General Manager, Office Property ManagementSeattle, WA$121,000–$150,000Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. They oversee the implementation of approved initiatives and programs by managing the property team and are responsible for maintaining strong communication with building owners and tenants.
JouléNewAdministration Coordinator JouléAdministration CoordinatorRedmond, WA$22–$24 / hourServe as a member of the divisional PFA team to establish, implement, and maintain global regulatory and quality processes and documents supporting the Global QMS. High school diploma or equivalent required; additional education or certifications in regulatory affairs or related fields are a plus.
Schwartz Brothers RestaurantsNewExecutive Assistant Schwartz Brothers RestaurantsExecutive AssistantBellevue, WAThe Executive Assistant plays a critical role in maximizing the CEO’s effectiveness by driving follow-through, managing priorities, expanding bandwidth, and ensuring seamless coordination of key engagements, communications, and deliverables. Relationship Management: Foster and maintain strong relationships by managing both personal and professional gifting, maintaining an organized Outlook contact list, and developing a CRM database to track and engage key strategic contacts.
System OneNewAdministrative Assistant System OneAdministrative AssistantBellevue, WA$20–$35 / hourThis role will provide executive and administrative support within a fast-paced, high-growth environment supporting conference coordination, travel, onboarding activities, event planning, and day-to-day operational support. This is an excellent opportunity for a highly organized, detail-oriented professional who thrives in a collaborative environment and enjoys supporting executive teams in a mission-driven organization.
CommonwealthNewCommunity Assistant CommonwealthCommunity AssistantMarysville, WA$23–$25 / hourEssential Duties and Responsibilities include the following:RENT COLLECTIONCollect and deposit on the day of collection all space rents and additional fees and charges. Review tenant applications, screen potential tenants, execute rental agreements and all other required documents after approval.
CHG HealthcareNewCardiac Anesthesia Is Needed for Locums Assistance in WA CHG HealthcareCardiac Anesthesia Is Needed for Locums Assistance in WASilverdale, WAThough your CompHealth recruiter will be your single point of contact, they are backed by dozens of specialized teams, giving them the ability to focus on the details that matter to you. Rates shown are all-inclusive and combine an hourly base pay with other potential earnings like overtime, call, and holiday pay.
TJ MaxxNewCustomer Experience Coordinator TJ MaxxCustomer Experience CoordinatorWoodinville, WA$18.13–$18.63 / hourCommunicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs.
Bellevue EndodonticsNewDental Receptionist Bellevue EndodonticsDental ReceptionistBellevue, WA$25–$29 / hourAt Specialized Dental Partners, its affiliates, related companies and independently owned supported clinical practices, we are committed to ensuring fair and equitable pay for all employees. Louis Privacy Policy at https://specializeddental.com/privacy-policy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
National Maintenance ContractorsNewCustomer Relationship Specialist National Maintenance ContractorsCustomer Relationship SpecialistSeattle, WA$85,000–$85,000Your mission is to deliver exceptional customer service, preserving retention of clients, while aggressively identifying opportunities to upsell additional services. Scope Overview: National Maintenance Contractors is seeking a high-energy Customer Relationship Specialist to anchor our Seattle area operations.
Full Circle Natural MedicineClinic Manager Full Circle Natural MedicineClinic ManagerSeattle, WA$80,000–$90,000 / yearThe ideal candidate brings strong, hands-on experience in clinical or healthcare operations, sound judgment, and a calm, proactive leadership style. Are you an experienced healthcare operations leader who thrives on building systems, supporting teams, and creating an exceptional patient experience?
Fidelity InvestmentsNewClient Support Specialist - Greater Seattle, WA Area (REMOTE) Fidelity InvestmentsClient Support Specialist - Greater Seattle, WA Area (REMOTE)Seattle, WARemote$44,000–$80,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
Swissport International AGNewSEA Cargo Administrative Assistant Swissport International AGSEA Cargo Administrative AssistantSeattle, WA$30.50–$30.50These activities may include: copy services; office supplies, equipment, and inventory; administrative assistance; mail, distribution, and messenger services; records management; fleet management; and maintenance services; cafeteria and; facilities management; and reception and communication systems (such as telephone, fax transmissions systems, etc.). At Swissport, we are driven by our core values of Show You Care, Do the Right Things and Win as a Team, and we are currently seeking dedicated individuals, who align with these values, to join our team at various locations across the globe. .
Livewell Animal Urgent Care of BothellNewVeterinary Receptionist Livewell Animal Urgent Care of BothellVeterinary ReceptionistBothell, WA$21–$24Ensure Seamless Care Coordination: You'll maintain accurate medical records, manage appointment schedules, and handle financial transactions, keeping the hospital running smoothly and efficiently. Be the Director of First Impressions: You'll manage a multi-line phone system, greet clients with a positive attitude, and ensure every interaction reflects our commitment to compassionate care.
Judson Park - a HumanGood communityNewBusiness Office Manager- Skilled Nursing Judson Park - a HumanGood communityBusiness Office Manager- Skilled NursingSeattle, WA$80,170–$92,000In this role, you’ll manage resident accounts, support private pay and select third-party billing, process payments and refunds, and assist with financial inquiries, all while leading our Health Center front desk operations to ensure a welcoming and efficient experience for residents, families, and team members. The Community Business Office Manager keeps our community running smoothly by overseeing resident billing, collections, and daily business office operations with accuracy and care.
Sherwin-WilliamsNewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Oak Harbor, WA$24–$24Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
Sherwin-WilliamsNewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Seattle, WA$23–$23Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
Sherwin-WilliamsNewBilingual Multi-Location Branch Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Branch Customer Service Specialist (Spanish)Mukilteo, WA$24–$24Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
PACE Staffing NetworkPatient Intake Representative PACE Staffing NetworkPatient Intake RepresentativeBELLEVUE, WA$23–$30 / hourFull timeWe’re partnering with a healthcare organization seeking a Patient Intake Specialist to support patient registration and front-end intake within the Urgent Care Imaging department. This role is ideal for someone who brings strong customer service skills, attention to detail, and the ability to work efficiently in a fast-paced clinical environment.
OLYMPIC PENINSULA PERSONNEL INCReceptionist $23.00per hour. Temporary to permanent position OLYMPIC PENINSULA PERSONNEL INCReceptionist $23.00per hour. Temporary to permanent positionSilverdale, WA$23–$23 / yearTemporaryContractorFull timeGreat local company looking for a Receptionist. Apply today start work tomorrow.
OLYMPIC PENINSULA PERSONNEL INCNewMarine Services Ambassador / Customer Service, $27.30 per hour OLYMPIC PENINSULA PERSONNEL INCMarine Services Ambassador / Customer Service, $27.30 per hourBremerton, WA$27.30–$27.30 / yearTemporaryContractorFull timeGeneral Job Description: Under general supervision, performs a variety of customer service-related duties on ferry docks including, but not limited to: Ensuring that vessels do not exceed maximum passenger capacity, communicating with other ferries’ passenger only vessel crews and dispatchers, answering questions regarding ferry services and policies, and assist passengers with boarding vessel. MSA’s work independently and play a critical role in operations, therefore, it is essential that all MSA’s show up for every scheduled shift, as well as arrive on time in all types of weather, including snow.
OLYMPIC PENINSULA PERSONNEL INCNewCustomer Service Specialist $26.60 OLYMPIC PENINSULA PERSONNEL INCCustomer Service Specialist $26.60Bremerton, WATemporaryContractorFull timeProvides trip information on existing routes to passengers; enters requests for rides into computerized scheduling systems, works with passengers to negotiate pickup and return times within established service policies; maintains customer files in computerized system; assigns trips to ACCESS routes where appropriate; accommodates same day requests and changes; calls passengers with pickup times or time adjustments; places recurring rides into computerized system; provides passenger information to a scheduler/dispatcher for special paratransit passenger trips; maintains communication with passengers. Characteristic Duties and Responsibilities: Responds to requests for information for transit services and programs; assists customers in identifying transit programs to fit their transportation needs; coordinates transportation for large groups attending special events; coordinates transportation with other paratransit and fixed route services to ensure positive meets for passengers traveling outside of the County; registers citizens for a variety of transit programs.
OLYMPIC PENINSULA PERSONNEL INCNewAdministrative Associate $28.70 OLYMPIC PENINSULA PERSONNEL INCAdministrative Associate $28.70Bremerton, WA$28.70–$28.70 / yearTemporaryContractorFull timePositions in this classification typically perform a variety of routine work following established guidelines at a level of complexity represented by the following types of responsibilities; Answers telephones, routes calls and takes messages; greets and directs visitors to appropriate locations; responds to routine questions; processes, sorts and distributes mail; schedules meetings and conference rooms for outside agencies; types memos, letters and reports prepared by other staff; provides phone & in-person information on bus and ferry schedules and connecting county bus and ferry systems; receives comments about services; makes photo IDs. Under direction, assists with the Kitsap Transit Rideshare and Smart Commuter Program; maintains the database, processes applications, inputs, organizes and analyzes information, and prepares and distributes communication pieces.
Ameriprise FinancialNewClient Service Specialist - R26_2136 Ameriprise FinancialClient Service Specialist - R26_2136Seattle, WAFull timeGeneral administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
Diamond Trucking School, Inc.NewOffice Associate Diamond Trucking School, Inc.Office AssociateMukilteo, WA$18–$20 / hourFull timeResponsible for new student enrollment, to include scheduling DOT physicals, taking payments, providing tours to visitors, and issuing books and materials. Maintains enrollment main list and communicates enrollment levels to Office Manager.
Ridgetop Vision CareMedical Receptionist/Optometric Tech Ridgetop Vision CareMedical Receptionist/Optometric TechSilverdale, WA$18–$20 / hourPart timeWe are a busy optometry office located inside Costco Silverdale looking for a part-time medical receptionist who can also perform basic optometric tech functions. Maintaining confidential medical records in both paper and electronic charts; fulfilling medical records requests and contact lens verification requests in a timely manner.
Bellewood LLCFront Desk Receptionist Concierge Bellewood LLCFront Desk Receptionist ConciergeIssaquah, WA$22–$24 / hourFull timeAspects of this position include providing outstanding concierge services, developing and fostering community relations, maintaining computer records, and working collaboratively with a team to provide exceptional, positive service within our residence. If you have a good sense of humor; if you enjoy working with people of all ages; if you love to multi-task; if you thrive in a collaborative environment; if you welcome a job where no two days are the same, consider joining our Bellewood family of outstanding professionals!
Haselwood Auto GroupNewCash Room Clerk Haselwood Auto GroupCash Room ClerkBremerton, WA$17.50–$20 / hourFull timeResponsibilities include, but are not limited to: Deliver and pick up inter-office mail and packages within the auto group, and from location to location. Incumbents will be required to successfully complete a background check, drug screen, and driving records check.
Vertex Aviation Services, LLCReceptionist Vertex Aviation Services, LLCReceptionistArlington, WA$19–$25 / hourFull timeResponsible for performing clerical and administrative duties in an active office setting, list below is an overview of the position: Welcoming visitors and solving their problems. Overseeing office services like uniforms and maintenance service providers.
Blueprint TechnologiesAdministrative Assistant (Power BI) Blueprint TechnologiesAdministrative Assistant (Power BI)Redmond, WA$24.04–$28.37 / yearFull timeWe use technology as a tool to bridge the gap between strategy and execution, powered by the knowledge, skills, and the expertise of our teams, who all have unique perspectives and years of experience across multiple industries. In this role, you will provide essential support to senior leaders within a global enterprise sales organization, playing a crucial part in maintaining the operational efficiency of a virtual, worldwide team.
MBSquared dba West Sound WorkforceNewOn-Call and Day Clerical Support MBSquared dba West Sound WorkforceOn-Call and Day Clerical SupportBremerton, WA$18–$25 / hourTemporaryContractorPer diemAssignments may include answering phones, data entry, document management, payroll support, front desk reception, and general office assistance. These flexible office opportunities are ideal for individuals seeking temporary administrative, customer service, or front office work without a long-term commitment.
MBSquared dba West Sound WorkforceNewCustomer Service Representative MBSquared dba West Sound WorkforceCustomer Service RepresentativeBremerton, WA$19.50–$20 / hourPart timeIf you’re looking for a way to lean into your customer service skills without weekend shifts, cold calls, or in-person interactions and want to make a real difference in your community, this could be a great fit! West Sound Workforce is assisting a nonprofit, community-based transportation provider in sourcing part-time Customer Service Representatives for their Bremerton call center.
HDR Architecture, Inc.NewDesigner – Data Center & Mission Critical Facilities HDR Architecture, Inc.Designer – Data Center & Mission Critical FacilitiesSeattle, WA$98,093–$156,468 / yearFull timeCompensation: We provide a comprehensive benefits package that promotes employee ownership, employee health, performance, and success, which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time away, parental leave, paid holidays, a retirement savings plan with employer match, employee referral bonus, and tuition reimbursement. · Must be proficient in the following software: Revit; Rhino; AutoCAD; Photoshop; Illustrator; InDesign; Grasshopper; Dynamo; BlueBeam Studio; rendering tools such as Enscape, Vray, or Lumion; and Microsoft Office, including Word, Excel, and Project.
Arvue Eye Care Corp.NewAdministrative Assistant Arvue Eye Care Corp.Administrative AssistantSEATTLE, WA$41,642–$41,642 / yearFull timePerform clerical duties for an eye care clinic such as filing the paperwork, making copies of documents and answering phones. Operate office machines, compile, sort, and file records of office activities, business transactions, and other activities.
Air Transport InternationalATI LEAD AP MECH SEA Air Transport InternationalATI LEAD AP MECH SEASeattle, WAFull timeJob Functions: Overhaul, maintenance, and repair of airframe components, powerplants, aircraft communication equipment and associated components in accordance with Company manuals, manufacturer's manuals, including policies, procedures, Bulletins and Orders. Lead Mechanics will be required to monitor and provide guidance for tasks, company processes/procedures, sign for work accomplished and Buy Back for those assigned to Lead.
OKTAExecutive Assistant OKTAExecutive AssistantBellevue, WAFull timeNotice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between: $104,000—$143,000 USD.
DLA Piper LLP (US)Sr Manager Billing Administration DLA Piper LLP (US)Sr Manager Billing AdministrationSeattle, WAFull timeManager Billing Administration in collaboration with and in support of the firm's strategic initiatives, you will manage all aspects of the e-Billing, Service Desk, and Billing Operations Support functions. * Proactively identifies automation opportunities and technology improvements to billing tools; prioritizes efforts and drives improvement tasks to completion.
DLA Piper LLP (US)Accounting Service Desk Specialist DLA Piper LLP (US)Accounting Service Desk SpecialistSeattle, WAFull timeCommunication: Maintain clear and professional communication with all stakeholders, ensuring updates are provided in a timely manner and contain accurate information about accounts, billing, and financial inquiries, including proactive updates and being available to answer questions promptly. The Accounting Service Desk Specialist, in collaboration with and in support of the firm's strategic initiatives, handles the assessment and resolution, or referral, of all accounting and billing inquiries from billers, attorneys, and clients.
DLA Piper LLP (US)Legal Administrative Assistant DLA Piper LLP (US)Legal Administrative AssistantSeattle, WAFull timeProvides day-to-day information governance (IG) and records management support for client/matter work by helping ensure content is organized, stored in approved repositories, and maintained in accordance with firm policies and procedures, including proactive matter close-out activities. • Oversees billing matters including all approval forms and collaboration correspondence, ensures prebills are processed by the appropriate team accurately and timely; serves as a proxy attorneys to address questions or issues related to the billing process.
DLA Piper LLP (US)Lateral Intake Specialist DLA Piper LLP (US)Lateral Intake SpecialistSeattle, WAFull timeThis position can sit in Palo Alto, Atlanta, Austin, Baltimore, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Minneapolis, New York, Reston, Philadelphia, Phoenix, Raleigh, San Diego, San Francisco, Seattle, Short Hills, Washington D.C., or Wilmington office and offers a hybrid work schedule. Meticulous attention to detail and a proven ability to prioritize and multitask, with the ability to work under pressure and meet deadlines in a fast-paced environment while maintaining high level work product.
DLA Piper LLP (US)NBI Systems & Data Assistant DLA Piper LLP (US)NBI Systems & Data AssistantSeattle, WAFull timeEffectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; * Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; * Provide timely, accurate, and quality work product; * Successfully meet deadlines, expectations, and perform work duties as required; * Foster positive work relationships; * Comply with all firm policies and practices; * Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; * Ability to work under pressure and manage competing demands in a fast-paced environment; * Perform all other duties, tasks or projects as assigned. The Systems & Data Assistant supports the firm's critical risk management function by performing all duties associated with data integrity around incoming conflicts and new business forms, including: reviewing the breadth of open clients and matters to confirm accuracy and thoroughness of data provided, and updating information, where appropriate; communicating with partners and legal professional specialists to gather data; and working cross-departmentally with Finance and Practice Group Directors, among other departments, to communicate specific and global changes to client and matter data.
DLA Piper LLP (US)Client Accounts Administrator - PT/MT DLA Piper LLP (US)Client Accounts Administrator - PT/MTSeattle, WAFull timeThe Client Accounts Administrator, working in collaboration with and in support of the firm's strategic initiatives, is expected to successfully manage the firm's top-tier billing portfolios based on defined support models to include high volumes and fees for institutional, high-profile clients and attorneys. You will work with a team of support specialists within both Legal Support Services and Accounting teams providing effective, streamlined billing and client accounting services to attorneys of the firm.
Bucher & Christian Consulting, Inc. dba BCforward (BCF)PR Project Assistant Bucher & Christian Consulting, Inc. dba BCforward (BCF)PR Project AssistantSeattle, WAFull timeYou will assist with social media management, advertising budgets, and payment coordination with external partners. Because this role involves handling financial transactions, candidates must have a valid bank account and be able to process transfers.
DLA Piper LLP (US)Accounting Service Desk Specialist - Pacific Time DLA Piper LLP (US)Accounting Service Desk Specialist - Pacific TimeSeattle, WAFull timeCommunication: Maintain clear and professional communication with all stakeholders, ensuring updates are provided in a timely manner and contain accurate information about accounts, billing, and financial inquiries, including proactive updates and being available to answer questions promptly. The Accounting Service Desk Specialist, in collaboration with and in support of the firm's strategic initiatives, handles the assessment and resolution, or referral, of all accounting and billing inquiries from billers, attorneys, and clients.
DLA Piper LLP (US)eFiling Clerk DLA Piper LLP (US)eFiling ClerkSeattle, WAFull timeThe eFiling Clerk, working in collaboration with and in support of the firm's strategic initiatives, ensures that all documents are accurately filed in a timely manner, maintains organized records, and assists attorneys and paralegals with filing-related inquiries, which include the upkeep of e-filing registrations, admission renewals and maintaining list of current login IDs and Passwords, which includes assisting the Sr. * Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed.
First American Title Insurance CompanyNotary Coordinator (Remote, 11am-8pm PST) First American Title Insurance CompanyNotary Coordinator (Remote, 11am-8pm PST)Seattle, WARemote$20.34–$27.12 / hourFull timeFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. Duties may include: Scheduling signing appointments , obtaining closing documents from escrow, communicating with customer and escrow staff via phone and email, initiating transaction creation in various applications for the signing appointment, monitoring a team inbox.
DLA Piper LLP (US)Client Accounts Operations Lead DLA Piper LLP (US)Client Accounts Operations LeadSeattle, WARemoteFull timeBased on overlapping assignments from multiple managers or for providing interim support for multiple biller's positions, the Operations Lead will be responsible to analyze and prioritize responsibilities to ensure maximum contribution to the larger billing organization, which includes process and gap analysis to be incorporated into customized training and mentoring to other staff members on all billing procedures. May provide temporary managerial support in the absences of designated regional managers or be a functional supplemental senior-level billing resources during absences, unplanned vacancies and/or during periods of increase work content within a designated regional territory.
Apex Systems, Inc.Registered Client Service Associate Apex Systems, Inc.Registered Client Service AssociateSeattle, WAFull timeAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.