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…
EXECUTIVE DIRECTOR, GREENVILLE FREE MEDICAL CLINIC
ABOUT THE POSITION
The Executive Director (ED) serves as the Chief Executive Officer of Greenville Free Medical Clinic (GFMC), providing visionary, strategic, operational, and financial leadership to advance the Clinic’s mission of delivering high-quality, compassionate healthcare to underserved individuals in the Greenville community. In close partnership…
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…
We are seeking a detail-oriented and experienced Bilingual Paralegal to support our workers compensation legal team. The ideal candidate is fluent in English and Spanish, highly organized, and comfortable working in a fast-paced legal environment.
Responsibilities:
Draft, review, and organize legal documents and correspondence
Translate legal documents and communications between English and Spanish
Conduct legal research and…
We are seeking a professional Bookkeeper to join a growing team in Travelers Rest, SC. This position is open to both experienced bookkeepers and recent accounting graduates looking to begin their career in public accounting. This is a full time, HYBRID, permanent/direct hire position with full benefits. The ideal candidate…
Position Summary
Big Brothers Big Sisters of the Lowcountry (BBBSL) seeks a transformative and empathetic Executive Director to lead the organization into its next chapter. The Executive Director will guide BBBSL in enhancing internal operations and fostering a supportive and inclusive culture to elevate BBBSL’s visibility and impact in the Charleston,…
POSITION SUMMARY
Our Executive Search Consultant is responsible for providing end-to-end search recruitment to meet and exceed client expectations. With a consultative approach, this role strengthens relationships with candidates and existing clients while actively building relationships with new clients.
Reports to: Director of Executive Search
New Customer Development
Develop and execute a targeted relationship…
A law firm in Columbia, SC is seeking a detail-oriented and experienced Insurance Defense Legal Assistant to join their team. The ideal candidate will be responsible for managing attorney calendars, preparing legal documents, and organizing and maintaining case files. This role requires strong organizational skills, the ability to multitask, and a solid…
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
…
Overview:
Our client is seeking a Sales Account Executive to support their growing business for their Greensboro, NC branch. The Sales Account Executive is responsible for the execution of new business strategy and directly managing the interactions with existing customers to increase sales of an organization’s products and/or services.
Great entry level sales position!
Responsibilities:
Responsible…
