Wealth Management Assistant

Job Description: LegalMatch is looking for a detail-oriented Member Services Operations Specialist to support our Sales and Billing Departments. This person will perform well in a fast-paced environment with accuracy and confidence. This position is an administrative role where they will assist in finalizing the sales and customer service support functions. This is not a call center position. LegalMatch offers a unique environment where your ideas are always appreciated and your contributions make an important difference. All of our employees enjoy the ability to make an immediate impact, learn new things and partake in a high-energy, vibrant working environment with extremely accomplished people. Responsibilities: Tracking and updating the status of applications, writing contracts and other documents based on existing templates, obtaining records of discipline from bar associations and courts. General bookkeeping duties ranging from adding and applying invoices, account reconciliation, verification of monthly collections spreadsheets, etc. Updating of all process steps in our CRM database. Daily interface with our Sales and Customer Services departments. Responsible for updating our Sales department in relation to policies and procedures. Updating multiple spreadsheets relating to order changes, collections, and member services. Additional projects as needed. Qualifications: Previous experience as a Billing/Administrative Assistant (1+ yrs) Experience in Microsoft Office (Word & Excel). Ability to multi-task and prioritize in a deadline-oriented environment. Quickbooks would be a plus. Perks: Beautiful high-rise view overlooking the mountains, Aces ballpark, and downtown Reno. Easily accessible for public transportation. On-site coffee shop and restaurant. Free on-site Gym. Parties/Luncheons held every other week. Enjoy Free snacks, breakfasts, lunches, and company-wide parties Open concept office with sit-to-stand desks. Business casual dress code. We encourage creativity and we are tattoo/piercing and non-traditional hair color friendly. Benefits: Health, Dental, and Vision Insurance Life insurance Paid Time Off Schedule: 8 hour shifts Monday to Friday, Day Shift No nights, No weekends

Are you passionate about trading currencies? Join a 26-year firm that values discipline and consistency. Trade crypto and forex with backed capital, access to community calls, and a clear scaling plan. Learn more and apply today. https://maverickcurrencies.com/learn-more-application-3-a/?utm_source=Craigslist

ABOUT VISTA CARE Vista Care is a leading service and support organization that is proud to provide specialized, supportive services to a diverse population throughout Wisconsin, Illinois, Colorado, South Dakota, and Nevada. We specialize in offering comprehensive care and support services for individuals with disabilities, empowering them to lead fulfilling and independent lives.  ABOUT THE JOB: Responsibilities include (but not limited to) client-direct work managing the finances of persons with mental illness. This position involves guiding clients in formulating and adhering to an annual budget and requires the ability to identify the needs of clients and gain their confidence and cooperation. Work is performed with a considerable degree of independence. This position functions as a Representative Payee for approximately 60 – 70 clients. JOB TYPE: Full Time, Hourly LOCATION: Sheboygan, WI RESPONSIBLE TO: The Representative Payeereports to the Chief Operations Officer. POSITION RESPONSIBILITIES: Establishes a rapport with clients and promotes an atmosphere of mutual respect. Works closely with the case manager and client. Meets with clients, and their families, if appropriate, primarily at the work location, occasionally in a home or community setting, to establish a budget, negotiate disbursements, and discuss problems; requires ability to utilize an approach based on the emotional and behavioral needs of the client. Encourages clients to cooperate with the financial plan, giving them reassurance and support, as needed. Emphasize recovery orientation and skill acquisition within each individual plan. Reviews, inputs and processes client accounts payable checks, including regular budget disbursements, invoices, and additional requests for funds. Receipts checks/cash to Representative Payee account; prepares monthly deposit reports. Monitors client expenditures, maintains records, and prepares a variety of reports relating to each client account. Works effectively with the Department of Public Welfare, the Social Security Administration, and other sources of client income, which includes completing, reviewing and processing representative payee reports, benefit re-determinations, and assistance applications, as needed. Other duties, as assigned by supervisor. Requirements MINIMUM QUALIFICATIONS: High School diploma  One year of experience in mental health or customer service fields Associate Degree in a related social service field, or any equivalent combination of experience and training as related to above. Benefits Health, Dental, & Vision Insurance Generous PTO Policy 401k Plan Growth-minded company with opportunity for career development & advancement Leadership team that is dedicated to our company value of "Balance", which includes work/life balance Mission and values driven company culture If you are interested in this position, please apply today! If you have any questions about Vista Care or this Area Director position, please reach out at the email below. Allie Mott Talent Acquisition Specialist alliemott@vistacare.org Vista Care is an equal opportunity employer. We encourage candidates from all backgrounds to apply! #IND100

Start Earning $100-$200 Per Appointment—Get Paid Same Day! Imagine earning $100-$200 in about 45 minutes—with payment arriving just minutes after the signing. No need to stress about finding clients; we’ve got that covered! At mynotaryclass.com, we provide everything you need to become a certified notary and start earning immediately. We are state-approved and licensed by the Secretary of State (Vendor License #606092), ensuring top-quality training tailored for success. Why Choose Us? ✅ Same-Day Pay – Get paid minutes after signing. ✅ Quick Start – Begin earning immediately after certification. ✅ Client Referrals – We help connect you with real clients (optional, 30% fee). ✅ Complete Supplies – Includes a notary stamp, journal, thumbprint pad, and 15k surety bond. ✅ Advanced Certifications – Increase earnings with apostille & loan signing training. ✅ Work From Home Potential – SB696 is paving the way for online notarizations in CA! How It Works: 1️⃣ Complete our 6-hour Notary Course. 2️⃣ Pass the State Exam. 3️⃣ Clear the Background Check (felonies accepted after 10 years). Flexible Payment Plans with Sezzle—Start for Just 25% Down & Pay Over Time - Interest Free! Click here to become a notary today 📞 Call Cristian at: 800-357-3043

The GOVX Member Service Specialist is responsible for ensuring that GOVX members have a seamless and positive experience across all member need touchpoints. You will leverage your expertise in member and customer service, digital platforms, and partner offerings to enhance the overall member needs. Your goal will be to foster member loyalty and drive positive member satisfaction through exceptional service and engagement. Position Type, Expected Hours of Work, Location | 100% In-Office Role  Full-time, non-exempt position.  100% In-Office role, 5 days per week at the GOVX Fulfillment Center in LaVergne, TN. Work schedule may vary depending on volume demands.  This position is not eligible for relocation allowance or visa sponsorship.  Responsibilities  Member Support: Provide prompt and efficient support to members utilizing GOVX platforms. Order Service: Assist with online order inquiries, ensuring accuracy and timely delivery. Issue Resolution: Address member complaints and issues, working to resolve them quickly and effectively. Collaboration: Work with GOVX teams to ensure a cohesive and member-centric approach across all channels. Training: Assist in training new team members with the best experience, best practices and platform use. Vendor Support: Inquiry outreach with GOVX partners. Key Performance Indicators (KPIs) Service Level Achievement: Consistently meets or exceeds defined service level goals, including response time, resolution time, and overall member satisfaction scores. Ticket Accuracy Rate: Maintains a high level of accuracy in resolving member support tickets, ensuring quality, consistency, and alignment with targeted performance goals. Customer Satisfaction (CSAT): Meets customer satisfaction goals, as measured by post-interaction surveys. Project Execution: Completes assigned projects and tasks on time and within budget. Requirements Education: High school diploma minimum with bachelor’s degree or equivalent experience. Experience: 2-4 years of experience in customer service, preferably in an e-commerce setting. Skills: Strong communication and problem-solving skills, proficiency in Microsoft office products: Word, Excel, PowerPoint, Outlook.  Attributes: Member-centric, solution-based mindset, positive attitude, and willingness to learn and adapt in a fast-paced environment. Supervisory Responsibilities  This position will not have supervisory responsibilities.  Travel Requirements  This position will have minimal travel requirements. Work Environment  This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, digital phones, headsets. Physical/Mental Demands  Physical - This is largely a sedentary role.  Mental – Problem solving, making decisions, interpreting data, organizing, reading/writing. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.  Benefits Paid Time Off, Paid Sick Leave, Paid Holidays 401(k) plan with discretionary match available Medical, Dental, Vision, and Life Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) Voluntary benefits including Critical Illness, Group Accident, and Voluntary Life Employee Referral Program Collaborative work environment in a modern office, stocked with drinks and snacks. Discounts on the GOVX website Pay Range $17.50 - $21.00 per hour AAP/EEO Statement EOE. Veterans/Disabled.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  Position will require successful completion of a background check and drug testing prior to starting employment. About GOVX  Savings for Those Who Serve  GOVX was founded in 2011 to offer exclusive benefits to those who serve our country. The GOVX membership is comprised of current and former members of the United States military, law enforcement, firefighting, medical services, and government personnel. GOVX is dedicated to supporting these communities and to offering unique value to our members, while delivering an authentic platform for brands to reach our growing customer base. As the largest and fastest growing digital platform serving this deserving audience, we are committed to stretching the limits of ecommerce to deliver the best assortment for our members’ on-duty and off-duty needs. 

Established, fee-for-service dental practice seeking a reliable part-time Bookkeeper. Work in-person one day per week (2–4 times per month), with each day typically 4–6 hours; hybrid work may be possible after several months of established work. $800/month on retainer basis. Responsibilities: • QuickBooks Online: reconcile accounts, categorize transactions, generate monthly reports • Manage vendor invoices/payments, support Paychex payroll data • Maintain organized financial records, respond promptly to requests • Assist with financial and administrative projects as needed Qualifications: • Bookkeeping experience required (dental/medical a plus) • Proficiency in QuickBooks Online; Paychex familiarity preferred • Detail-oriented, responsive, dependable Compensation: • $800/month • Flexible part-time schedule (~4–6 hours per day, 2–4 times per month) 📩 Apply with your resume and references, a brief note about your bookkeeping background, and a recent show, movie, book, podcast, etc. that you really enjoyed.