Office Administration

  • Paraplanner/Client Service Specialist

    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

    …

  • Executive Assistant

    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,…

  • Graduate Enrollment Recruiter

    A well known institution in Western North Carolina is looking to hire a Graduate Enrollment Recruiter to help grow their online graduate programs. This is a high impact role where you will own a full enrollment funnel and play a large role in growing the programs participants. The ideal candidate will be…

  • Bookkeeper

    We are seeking an experienced bookkeeper to join a growing team in Greenville, SC. This is a full time, onsite, and permanent opportunity. The ideal candidate will have previous experience in bookkeeping and QuickBooks Online.  
      
    Responsibilities:  

    Review financial statements for clients and deliver strategic insights to elevate performance
    Handle tax reconciliation processes to maintain…

  • Accountant

    We are seeking a professional Accountant to join a growing team in Greenville, SC. This is a full time, permanent/Direct Hire role with full benefits. The ideal candidate will have 5+ years of general accounting experience and will have strong Excel skills.

    Job Description:

    Oversee all aspects of accounting for an…

  • Administrative Specialist

    We are seeking a detail-oriented and customer-focused individual for a client supporting Medicaid recipients. This role involves processing applications, updating client records, and providing limited customer service to ensure applications are complete and accurate.

    Key Responsibilities:

    Enter all change of address requests into the database as received
    Follow up with clients via phone…

  • Commercial Insurance Account Manager

    Our client is launching a new Property & Casualty insurance company and are hiring their first Client Services team member. You’ll be the cornerstone of their service operations across both Commercial Lines and Personal Lines, supporting clients through policy servicing, endorsements, renewals, billing assistance, claims intake, and compliance activities. This…

  • Accounts Payable Specialist

    We are seeking a professional Accounts Payable Specialist to join a team in Columbia, SC.  The ideal candidate will have 2 years of high volume Accounts Payable experience, will have strong SAP skills, and will be comfortable completing a 3-way match process within AP.

    Job Description:

    Verify, document, process and prepare invoices…

  • Mobile Maintenance Technician

    Perform a variety of commercial building maintenance and repair functions within buildings/properties to include but not limited to; equipment and system repairs, building finish repairs, and other miscellaneous “non-specialized” functions. 

    Schedule: Monday – Friday 7:30am – 4:30pm with potential for on call requirements for building emergencies

    Description:

    Responds to tenant maintenance requests…

  • Associate Attorney

    The Associate Attorney will assist in advising governmental clients on statutory compliance, governance, procurement, public meetings, and intergovernmental matters, and will support transactional work related to public projects and infrastructure. The role includes direct client interaction, drafting of legal documents, research, and general advisory responsibilities. While the firm is nationally…