PUBLIC HEALTH DIRECTOR POSITION SUMMARY
Cleveland County is seeking a collaborative leader to serve as its next Public Health Director who will guide a dynamic health department that delivers essential services and safeguards the well-being of the community. This leader will bring together strategy, operations, and community impact, establishing public health…
FINANCE DIRECTOR POSITION SUMMARY
Cleveland County is seeking a detail oriented and forward-thinking Finance Director to lead the County’s financial operations and serve as a trusted advisor to executive leadership. The Finance Director is responsible for ensuring the long-term fiscal health and sustainability of the organization while supporting strategic decision-making across…
DEPUTY COUNTY MANAGER POSITION SUMMARY
Cleveland County is seeking a collaborative and forward-thinking leader to serve as its next Deputy County Manager. As a key member of the County’s executive leadership team, this individual will work closely with the County Manager to support the day-to-day operations of county government while helping…
ABOUT THE POSITION
The Town of Pendleton operates under a Mayor-Council form of government in which the mayor serves as the Town’s chief executive/administrative officer. The Town Administrator will serve as the Mayor’s senior administrative professional and is responsible for the daily administration of Town operations. Responsibilities include implementing policies, ordinances,…
ABOUT THE PLANNING DIRECTOR POSITION
Lancaster County is seeking a visionary and collaborative Planning Manager to lead the County’s planning, zoning, and development functions during a time of growth and opportunity. This leader will guide responsible development, advance long-range planning initiatives, and partner with internal teams, elected officials, developers, and residents to…
OPERATING OFFICER, THE INNOVATE FUND
POSITION SUMMARY
The Innovate Fund (TIF), a Community Development Entity (CDE), was established in 2004 with a mission to transform communities by creating quality jobs and improving health and wellness outcomes for low income residents. Serving GA, NC, SC, TN, VA, and WV, TIF focuses its investment…
MANAGING DIRECTOR, MILL VILLAGE MINISTRIES
ABOUT THE POSITION
The Managing Director serves as the senior internal leader of Mill Village Ministries (MVM), accountable for ensuring the organization operates as a cohesive, aligned, and high-performing system in service of its mission. This role translates strategic vision into organization-wide execution, aligning priorities, people, and…
POSTION SUMMARY
Girl Scouts of North-Central Alabama (GSNCA) is seeking a visionary and mission-driven Chief Executive Officer (CEO) to lead the council into its next chapter of growth and impact. Serving a region that spans diverse urban, suburban, and rural communities, the CEO will advance the strategic priorities while furthering the…
A growing and local construction company in Greenville is seeking an experienced Superintendent to join their team. The ideal candidate will have a “make-it-happen” mindset, and thrive in a team driven culture. You will lead on-site construction operations and help to drive projects, safely, efficiently and with high quality execution.…
We are seeking a professional Paraplanner/Client Service Specialist to join a growing Wealth Management firm in Myrtle Beach, SC. This is a full time, permanent/direct hire position. The ideal candidate will have a CFP.
Job Description:
Serve as the first point of contact for routine client inquiries
Assist with onboarding new clients, including gathering documents, opening accounts, and explaining processes
Assist advisors with compiling and organizing data for financial plans
Enter client information into planning software
Prepare plan summaries, asset allocation reports, and scenario models
Help follow up with clients to collect missing documents or clarify financial details
Prepare and process custodian paperwork (ACAT transfers, new accounts, beneficiary updates, RMD requests, etc.)
Track pending forms, follow up with custodians, and ensure clean workflows
Maintain accurate client records in the firm’s CRM
Manage compliance documentation as required
Prepare meeting agendas, reports, illustrations, and review packets
Attend client meetings
Ensure advisors have updated client information prior to meetings
Qualifications:
CFP (Strongly Preferred)
Experience in financial services, wealth management, or client service roles
Strong organizational and administrative skills
Ability to manage multiple tasks, deadlines, and client requests with accuracy
Excellent written and verbal communication skills.
Experience with custodial platforms
Prior paraplanning, client service associate, or planning assistant experience
Hours:
Monday to Friday (8am to 5pm)
100% onsite
Compensation:
$55,000 – $75,000
Benefits:
Health insurance stipend available, 401k and PTO
…
