Overview
Our client in the fluid handling equipment industry is seeking an Applications Engineer to join their growing engineering team in the Spartanburg, SC area. This is an in-house role supporting industrial customers and an outside sales team through technical expertise, application support, and engineered solutions.
This position is ideal for someone…
A client in Florida, is seeking to hire a Customer Service Agent with personal/commercial lines experience to join their LaBelle office. This person will service and support our existing client base while identifying opportunities for account rounding and cross-selling. This role plays a key part in delivering exceptional customer service, maintaining…
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
…
Summary:
Our client in Spartanburg, SC is seeking a high-level Executive Assistant supporting their C-suite executives in a fast-paced corporate environment. This person will act as a trusted partner to leadership by managing complex schedules, coordinating travel and meetings, supporting executive communications, and ensuring seamless day-to-day operations. This role requires discretion,…
A corporate law firm is seeking an experienced Legal Assistant to join its Greenville office. This is an excellent opportunity for a highly polished professional who takes pride in their work, values collaboration, and thrives in a positive, team-oriented environment. The ideal candidate brings prior experience supporting attorneys in a…
We are seeking a skilled and detail-oriented Legal Assistant to support the Workers’ Compensation practice for a law firm in Columbia, SC.
Key Responsibilities:
Provide comprehensive administrative and legal support to attorneys within the Workers’ Compensation practice
Draft, edit, and prepare legal documents, correspondence, and court filings
Maintain and organize case files, calendars, and…
Overview:
We are hiring an organized, detail-oriented Operations/Systems Coordinator to support the onboarding, training, systems, and day-to-day coordination of a growing, multi-location business network. This role plays a critical behind-the-scenes function, ensuring processes, documentation, schedules, and systems remain accurate, organized, and moving forward.
This position is ideal for someone who enjoys structure, thrives…
A well known client of ours in Charlotte, NC is looking to hire a Trust and Estates Paralegal to help support their team. The ideal candidate will have experience working in corporate clients and in a fast paced corporate environment. This is a fully in office opportunity and direct hire.
Responsibilities:
Support…
An educational organization in Charleston is seeking an experienced candidate for a contract Accounts Payable Specialist. The ideal candidate will have several years of experience with account payables and knowledge of state and federal regulations.
Responsibilities:
Responsible for financial services portion of the purchasing card system.
Will post charges to Banner for…
We are seeking a professional Project Accountant to join a growing team in Greenville, SC. This is a full time, onsite, Permanent/Direct Hire opportunity for a growing company. This individual will support and oversee the financial management of multiple construction projects from startup through closeout, ensuring accurate job cost tracking, timely billing and…
