Client Service Associate - Symphony Wealth Group

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

Woodlands Market, Marin and San Francisco's premier gourmet grocery store, has an opening for a FP&A Manager/Senior Accountant at our Corporate office located in Kentfield! The FP&A Manager/Senior Accountant is a highly analytical and strategic part of the senior leadership team. This pivotal role is responsible for driving the financial health and strategic direction of our company by providing insightful data analysis, overseeing profitability down to the department level, and leading our accounting operations. The ideal candidate will be a hands-on leader who can translate complex data into actionable strategies, ensuring we meet our EBITDA and financial targets. This position will work in close partnership with the CFO to shape the financial future of the organization and will directly oversee the accounting team. Financial & Data Analysis: •Lead in-depth analysis of financial performance, focusing on profitability, sales, and margin by department, category, and SKU. • Identify trends, opportunities for growth, and areas of financial risk through rigorous data analysis. • Present findings and strategic recommendations to the executive team in a clear and compelling manner. Profitability & Performance Management: •Monitor and enforce profitability benchmarks and contribution margin levels across all departments. • Conduct regular reviews with department heads to analyze performance and develop strategies for improvement. • Partner closely with the operations team, including Category Managers, to provide data-driven insights that inform assortment and promotional strategies. • Develop and distribute regular performance reports to Category Managers, highlighting key trends and insights to support data-driven decision-making. • Deliver actionable analysis to the operations team on the profitability of current business units. • Collaborate with operations to evaluate and forecast the financial viability of future initiatives, including new item launches, category expansions, and other strategic projects. •Analyze pricing, cost, and margin management to ensure the pricing and category management teams are achieving company expectations. • Ensure the company achieves its quarterly and annual EBITDA targets through proactive analysis and course correction. Strategic Partnership: • Serve as a key strategic partner to the Chief Financial Officer (CFO) and other executive leaders. • Collaborate with the CFO on developing long-term financial strategies, annual budgets, and rolling forecasts. • Provide financial insights and guidance on major business decisions, including pricing strategies, capital investments, and operational changes. Leadership & Team Management: • Oversee functions of the accounting department, including financial reporting, accounts payable, and accounts receivable. • Lead, mentor, and develop the accounting team, fostering a culture of accuracy, efficiency, and continuous improvement. •Ensure the timely and accurate closing of monthly, quarterly, and annual financial statements in accordance with GAAP. • Streamline accounting procedures and implement new systems to improve efficiency and enhance internal controls. Qualifications and Skills: Experience: • Minimum of 7-10 years of progressive experience in finance or accounting. • At least 3-5 years of experience in a leadership role. •Crucial: Significant experience within the retail or grocery industry is required. Education: • Bachelor’s degree in finance, Accounting, Economics, or a related field. CPA or MBA is highly preferred. Technical Skills: • Expert-level proficiency in financial modeling and data analysis. • Advanced skills in Microsoft Excel and PowerPoint; basic proficiency in SQL required and advanced proficiency is highly desirable • Experience with ERP systems and business intelligence tools Leadership & Soft Skills: • Proven ability to lead and develop a team. •Exceptional analytical, problem-solving, and decision-making skills. • Strong communication and interpersonal skills, with the ability to partner effectively with senior executives and cross-functional teams. • Strong communication and interpersonal skills, with the ability to partner effectively with senior executives and cross-functional teams. Who Are We? Woodlands Market is a leader in gourmet retailing, service and innovation in the grocery industry. We are a flourishing Marin County-based employer who believes in supporting our community in many ways. One of these ways is to employ talented individuals from within our communities and surrounding areas. We currently operate grocery stores in Kentfield, Tiburon and San Francisco. We also operate a Pet Shop in San Francisco as well as an off-site kitchen in San Rafael. We engage approximately 330 individuals on staff, many of whom have come to us with an in-depth knowledge of the specialty food industry. These members of our extended Woodlands family and their commitment to community, food, service and to each other are what set us apart from other grocery stores. Benefits of working at Woodlands Market include: •Competitive wages •Comprehensive Health/Dental/Vision Insurance* •Full-time employees receive a generous benefits package including Health/Dental/Vision Insurance, 401(k), paid vacation and paid holidays •Holiday premium pay for time worked on recognized holidays •20% store discount , 50% shift meal discount* •Vouchers towards the purchase of shoes and apparel •Awesome, team-oriented environment •Opportunities for growth and development *Must meet minimum hours for some benefits/max lunch discount $6.00 Salary Range: $110,000- 140,000

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

We are looking to hire a Property Bookkeeper for commercial retail properties in California – our office is located in downtown Walnut Creek, CA. This position is NOT remote; it is in-office. We are a small office of 4 people. The bookkeeper will be responsible for maintaining the overall integrity of the financial records, including: Responsibilities: • Full cycle accounts payables and receivables • General Ledger responsibilities for retail tenants • AP and AR invoicing and collections • Preparation of journal entries • Monthly bank reconciliations • Preparation of daily cash flow, monthly, quarterly, and year-end financial reports • Preparation of Quarter and Annual reconciliations • Preparation of Annual Budget • Filing of real estate taxes • Filing of 1099's / W2's • Assist with tenant billing disputes • Assist with general office administrative responsibilities Qualifications: • Bachelor degree in accounting or finance, helpful • Minimum of 5 years’ experience in Property Management Bookkeeping • Experience with Yardi, required • General accounting skills, required • Ability to communicate well (written and oral), required • Understanding of Tenant Lease Agreements, helpful • Proficient in using MS products including Excel, Word and Outlook, required • Detailed oriented and strong organizational skills, required Compensation: • Competitive Salaries (DOE) We are looking for someone that works well with others and has a positive attitude. For consideration, please e-mail your cover letter, resume (in PDF) and salary requirements (if any). We look forward to hearing from you. Due to the volume of resumes we receive it is impossible to contact each candidate individually. If your resume is selected we will contact you directly. Thank you in advance for your interest. • Principals only. Recruiters, please don't contact this job poster. • Please, no phone calls about this job.

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. 

Quickbooks Accountant Full Time-Contract-Part Time On Site Position- No Remote Sherry’s Handbags Pacific near Florence google map Compensation: 60K + per year Employment type: Full Time, Part Time, Contract Job title: Accounting Positions Available Experience Necessary 1099's, sales tax prep, payroll, a\p, a/r, general ledger etc QuickBooks Enterprise, Excel etc. Please submit resume with reply Degree in accounting required by a US University / College Must be speak and understand english language