A well-established national law firm is seeking an experienced Legal Secretary to join its Tampa office. This is an excellent opportunity for a detail-oriented professional who thrives in a fast-paced litigation environment.
Qualifications:
Minimum of 5+ years of experience as a legal secretary
Strong familiarity with Florida state and federal court rules
Ability to…
Our client is seeking an experienced Accounting Manager in Columbia, SC to coordinate and supervise the Finance Department’s accounting operations. This role oversees the general ledger, financial reporting, audit preparation, and ACFR completion while supervising a team of accountants.
Responsibilities
Managing fund accounting: Oversees the accounting and reporting for all funds, ensuring…
A well-established and growing real estate law firm in Greenville, SC is seeking an experienced Residential Closing Paralegal to join its team. This is an excellent opportunity for a seasoned real estate paralegal to play a key role in supporting the continued success and expansion of a respected firm.
Direct Hire…
In this Outside Sales Representative opening, you’ll serve as a trusted advisor to businesses throughout the Greenwood and Laurens area by helping them identify technology solutions that support their goals. This is a great opportunity for someone who loves relationships, getting out from behind the desk, and is well-connected in…
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…
A well known client of ours is looking to hire a Plaintiff Attorney to serve as a strong local presence, provide mentorship, and help grow the office’s practice in Myrtle Beach. The Attorney will manage a caseload of South Carolina workers’ compensation and personal injury matters, represent injured workers and personal…
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.…
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…
