Our client is seeking a creative, detail-oriented Marketing Coordinator to support and execute marketing initiatives across digital and traditional channels. This role is ideal for a hands-on marketing professional who enjoys creating content, coordinating campaigns, managing brand assets, and engaging with the community to help drive brand awareness and business…
A financial service company in Greenville, SC. is seeking an experienced and analytical candidate for a Financial and Regulatory Analyst. The ideal candidate will have experience with SEC filings and knowledge of tax filing compliance.
MUST be willing to commute to Toccoa, GA 50% of the time during peak season!
Responsibilities:
Assist in preparation of annual and quarter-end SEC filings
Prepare state regulatory filings for SEC Director review
Compile and validate data for regulatory reporting, identifying and resolving discrepancies
Reconcile data between general ledger and regulatory reporting data
Monitor regulatory filing deadlines and ensure adherence
Establish and maintain internal control safeguards
Monitor and report changes in regulatory reporting requirements
Assist with the preparation of audit requests
Document and maintain procedures for reporting and compliance related activities
Serve as Primary Liaison for 1FFC Tax Filings
Maintain current list of all tax filings
Coordinate tax preparation request lists in coordination with external tax experts
Assist with the preparation of various tax schedules for local, State, and Federal agencies to ensure timely submission
Maintain organized documentation to support tax filings and respond to regulatory and/or audit requests
Identify opportunities for process improvements to enhance tax reporting efficiency and compliance
Qualifications:
Bachelor’s degree in finance, business, or accounting
2 – 5 years of experience in financial analysis, accounting, or audit
Prior experience with SEC filing preferred
Experience with financial statements and tax preparation
Advanced Microsoft Excel experience
Experience with Sage Intacct a plus
Strong written and verbal communication skills
Compensation and Benefits:
$70,000 – $80,000
Annual Bonus
Medical, Dental, Vision
401(k)
PTO
Remote in Greenville, SC
MUST be willing to commute to Toccoa, GA 50% of the time during peak season!
…
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
…
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…
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, knowledge of QuickBooks Online, and hold their CPA.
Responsibilities:
Review financial statements for clients and deliver strategic insights to elevate performance
Handle tax…
Overview
A financial services firm is seeking a Client Services Representative to support advisors and clients through exceptional service and administrative support. This role is ideal for a detail-oriented, personable, polished professional who thrives in a fast-paced office environment!
Responsibilities
Serve as the primary point of contact for client inquiries and account servicing…
A regional defense firm is adding a Workers’ Compensation Attorney in North Carolina. This is a wonderful opportunity for an attorney who is seeking meaningful litigation experience, exceptional work-life balance, and the freedom to work remotely while serving a loyal client base of employers, insurers, and self-insured organizations. Known for…
