Client Service Associate-Sojourn Wealth Management

About XOPS XOPS is the autonomous IT company powering business-critical operations for the world's largest enterprises. We're a fast-growing company with real enterprise clients, proven technology, and major Fortune 50 and investor buzz.    The platform is the world’s only active system of intelligence where robots actually execute complete IT lifecycle processes autonomously, from employee onboarding to software license optimization and beyond. XOPS delivers the industry's first truly autonomous IT operations. Highly skilled IT professionals have been acting as “human middleware”, manually bridging gaps between silos, transferring data between systems, and coordinating between tools and departments for far too long.   XOPS frees teams from tedious tasks, elevating them into strategic oversight roles. Our mission is to drive operational excellence, financial stewardship, and security across the enterprise, while transforming the employee experience. We’ve come a long way, and there's much more to do.   We are looking for exceptional teammates to help shape the future. About the Role We’re looking for a resourceful, detail-oriented Executive Assistant to support our Chief Revenue Officer. This is a high-visibility, part-time role suited for someone who thrives in a fast-paced, dynamic startup environment and excels at staying one step ahead. As the EA to the CRO, you’ll manage calendars, streamline communication, support strategic initiatives, and ensure smooth day-to-day operations. You'll play a key role in enabling our revenue organization to run efficiently and with focus.  You will also partner extremely closely with the other C-suite Executive Team. Key Responsibilities Provide proactive administrative support to the CRO, including calendar management, meeting scheduling, and travel coordination Serve as a liaison between the CRO and internal/external stakeholders (executives, partners, customers, board members) Organize and prep for key meetings: agendas, notes, materials, follow-ups Assist with communications, including drafting emails, presentations, and memos Track and manage action items, project timelines, and deadlines Coordinate team events, leadership offsites, and cross-functional initiatives Manage strategic initiatives that are highly critical for the CRO and the GTM Organization Maintain confidentiality and professionalism at all times Requirements 4+ years of experience supporting senior executives, ideally in a tech or high-growth environment Exceptional organization and time management skills Strong written and verbal communication High level of discretion, professionalism, and emotional intelligence Tech-savvy and proficient in Microsoft, Zoom, Teams, Box, Slack, and productivity tools Self-starter who can operate independently in a hybrid work setting Based in or near San Jose, and able to work on-site as needed (2–3 days/week) Some travel may be required, but limited Benefits Why Join XOPS? Learn directly from a seasoned, silicon valley executive with an extremely successful track record Work alongside a world-class leadership team in a pivotal support role Be part of a mission-driven startup transforming enterprise IT Flexible, part-time schedule with room for impact Fast-paced, collaborative, and supportive culture XOPS is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. For this part-time contracting role, the estimated hourly range is between $45 - $50 USD. The actual hourly compensation will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the hourly range for this role may be modified.

Our client, a global law firm in the financial district is seeking an ON SITE Mailroom Messenger Associate for an open ended full time position- hours 11a-7p, pay $22.00-$24.00 per hour. Job Description: Mailroom Messenger Support: • Sorting and distributing mail. Mailroom clerks sort and deliver incoming mail by department or employee, and interdepartmental mail like notices and memoranda. They also forward misdirected mail. • Processing outgoing mail Mailroom clerks process and weigh outgoing mail and prepare documents and other items for shipping. They also address, seal, stamp, fold, stuff, and affix postage to outgoing mail or packages. • Maintaining the mailroom Mailroom clerks keep the mailroom clean, organized, and stocked. They dust and clean surfaces, floors, and machinery, and restock and organize supplies and retail items. • Operating mail machines Mailroom clerks operate mail machines like postage meters, photocopying machines, and mail folding and inserting machines. • Maintaining records Mailroom clerks maintain records of receipt, mailing dates, and other required information. They also keep records of mail volume, package weights, and shipping costs. • Assisting customers. • Investigating package delays • Open and scan morning Mail • Monitor expected packages. • Sort into floor hubs. • Basic computer knowledge. • Outstanding communication skills.

O’Hagan Meyer LLC, a litigation law firm, has an opening for a full-time Legal Assistant in its Orange County office. Candidates must have a minimum of 3 – 15 years of experience and must be familiar with Labor & Employment Law. Duties include but are not limited to drafting correspondence, editing, and filing pleadings with State and Federal courts, scheduling depositions, file maintenance, travel arrangements, research, expense reports, time entry and maintaining attorney calendars.   Ideal candidate should have a very strong understanding of State and Federal court rules and procedures, excellent computer skills with knowledge of Excel and MS Office, including Outlook; experience with Adobe Acrobat or Juris Suite is a plus; excellent oral and written communication skills; exceptional attention to detail; able to work independently as well as with the team; exceptional organizational skills. O’Hagan Meyer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Requirements Position is full time, M-F with the possibility of some overtime. Salary based on experience and included exceptional benefit package. Salary: $60K-$95K Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays)

We are a fast-growing CPA firm seeking a Full-Time Office Administrator to support our daily operations and client services. This is a key role working closely with both clients and staff in a professional office environment. Responsibilities • Answer and direct client calls, manage scheduling and documents • Support billing, invoicing, mail, and office supply ordering • Process payroll for payroll clients • Manage and organize CPA owner’s emails • Provide administrative support to accountants colleagues • Assist with firm marketing and client communications Qualifications • Strong communication skills (verbal & written) • Detail-oriented, reliable, and trustworthy • Fluent in English and Chinese Mandarin (required) • Proficient in Microsoft Office (Word, Excel, Outlook) • Prior office or accounting firm experience preferred Benefits • Paid Time Off & sick leave • 401(k) with employer match • Competitive salary (based on experience) 📍 Great Neck, NY – 1 min walk to LIRR & MTA bus stops, convenient commute to Queens & Manhattan How to Apply If you are a detail-oriented professional who thrives in a fast-paced office environment and values teamwork, we’d love to hear from you.

Professional PT, a leading provider of physical, occupational, and hand therapy in the Northeast, is seeking a dedicated and compassionate individual to join our team as a Patient Care Coordinator. As a Patient Care Coordinator, you will be the first point of contact for our patients and play a vital role in providing exceptional customer service and ensuring a smooth patient experience. Our company is committed to providing high-quality care to our patients and creating a positive and welcoming environment. We value teamwork, respect, and integrity, and are looking for someone who shares these values and is passionate about helping others. Responsibilities: Greet and check in patients, ensuring accurate and complete patient information. Collect copays and patient balances as needed. Manage appointment scheduling. Answer phone calls and respond to patient inquiries or direct them to the appropriate department or healthcare professional. Collect and update patient information. Assist with administrative tasks such data entry and maintaining patient records. Requirements High school diploma or equivalent. Prior experience in a customer service or administrative role, preferably in a healthcare setting. Excellent interpersonal and communication skills. Strong attention to detail and organizational skills. Ability to multitask, prioritize tasks, and work in a fast-paced environment. Proficient in computer skills and ability to learn new software systems. Benefits Monthly performance bonus Medical, dental, vision insurance STD/LTD Hospitalization insurance Accident insurance Life insurance 401k with employer match Employee assistance program  Employee discounts Employee referral program Paid time off (PTO)

Job Description: We are looking for a dependable and detail-oriented individual to join our team as a Logistics & Customer Service Assistant. This is a hands-on position that supports daily operations, customer service, and administrative work. Responsibilities: Print and prepare date-specific product labels for daily operations Answer phone calls from clients and vendors Handle customer service inquiries, provide updates, and resolve basic issues Maintain accurate records and assist with basic data entry Support the operations/logistics team with daily administrative tasks Keep work area organized and follow company procedures Requirements: Fluent in English & Spanish Strong communication and phone etiquette skills Excellent attention to detail and time management Basic computer skills (email, Microsoft Excel, label software) Ability to multitask and stay organized Experience in logistics, customer service, or office support is preferred