Client Service Associate

Job Description: Financial Advisor – Headquarters - Troy, MI About Us Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning, insurance, and investments. Recognized as a Top Workplace for 13 years by the Detroit Free Press, we’re committed to fostering a supportive and rewarding environment for both our clients and our team. With the launch of a new location, we’re looking for a motivated Financial Advisor to join us and make a difference in the lives of our clients. Position Overview FSA is seeking an experienced and detail-oriented Financial Advisor to spearhead operations at our new location. This role is ideal for a self-starter who thrives in a dynamic environment and enjoys public speaking, as it involves hosting retirement dinner seminars to educate and engage potential clients. No cold calling is required – FSA provides all marketing and appointments set for you in your calendar, so you can focus on building relationships and creating impactful financial plans. Key Responsibilities Build and maintain strong, trusting relationships with clients to develop personalized financial plans. Host and present at retirement dinner seminars, effectively communicating key financial concepts and engaging audiences. Provide holistic financial advice, including strategies for tax efficiency, retirement income planning, and asset management. Leverage company-provided leads to grow and manage a robust book of business. Maintain meticulous records of client interactions, plans, and follow-ups. Work independently to establish and grow FSA’s presence in the new location while collaborating with the broader team to ensure consistency and alignment with company values. Stay informed on industry regulations, market trends, and financial planning tools to deliver up-to-date advice to clients. Qualifications Bachelor's degree in Finance, Business, or a related field, preferred but not required. Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly. Minimum of 3 years of financial advising experience. Outstanding public speaking and presentation skills. Highly detail-oriented with exceptional organizational and time-management abilities. Self-motivated, proactive, and capable of working autonomously in a new market. Strong interpersonal skills and ability to build rapport with a diverse client base. Proficiency in financial planning software and tools. What We Offer No Cold Calling – FSA provides all marketing and appointments set for you in your calendar. Competitive compensation, including a base salary ($75,000) and performance-based bonuses. Comprehensive training and resources to support your success. A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting. Opportunities for career growth and professional development. A collaborative and supportive company culture dedicated to excellence and integrity.

We are a family-owned clothing company based in San Rafael in search of an office administrator/ receptionist. This is an ideal opportunity for a polished, articulate, and enthusiastic candidate who enjoys providing excellent customer service in a fast-paced office. We are looking for an engaging individual to act as the face and voice of the company as they greet outside contacts, respond to inquiries (both internal and external), and provide the highest level of customer service to both external guests and internal team members. As a candidate, you should have a professional demeanor and excellent interpersonal skills that will ensure your success in this highly visible role. You’d exhibit a diplomatic savvy and EQ skill set to interact with entrepreneurs, high-profile guests, investors, and vendors alike. Further, you’ll need the ability to prioritize and multi-task while paying close attention to detail. Key Responsibilities: • General administrative duties include but are not limited to mail and package management, meeting rooms, ordering office supplies, facilities, IT and general upkeep. • Order entry and related customer service. • Report regular operational updates. • Manage site emergency action plans, continuously reviewing and revising to ensure effectiveness; respond to emergency situations on-site (when needed) • Good project management skills and the ability to handle tight deadlines and work on simultaneous projects with little direction. • Ability to be on-site 5 days a week • Assist with the accounting team as needed Desired Skills and Experience: • 3 years in office administrative or customer service-oriented operational role • Excellent organizational skills with the ability to calmly juggle competing priorities and manage workflow • Strong interpersonal skills, demonstrated ability to interface with guests, other administrative assistants, and team members of all levels • Ability to motivate and lead self and others to deliver results in a collaborative environment • Strong teamwork and project-related skills, ensuring open communication channels across multiple functions and departments • A high degree of professionalism and ability to maintain confidentiality • Impeccable attention to detail

ABOUT US: Formerly Aurora Santa Rosa Hospital, SRBHH was opened in 2016 and is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, this hospital consists of 144 acute psychiatric inpatient beds. Santa Rosa Behavioral Healthcare Hospital (SRBHH) is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, SRBHH serves adolescents and adults. We treat both mental health and co-occurring psychiatric and substance abuse conditions. POSITION TITLE: Financial Counselor Pay: $23.50-$29.67/hour REPORTS TO (TITLE): Director of Business Office DESCRIPTION OF POSITION: The Financial Counselor will work closely with all members of the Revenue Cycle Team, Patient Access, Patient Accounts, and Case Management including case managers and social workers. Financial Counselors will also collaborate with nursing units,  physicians and their staff, insurance companies, attorneys and Center for Medicare and Medicaid Services. The Financial Counselor is responsible for admission of patients including patient interviews, and some cashiering. Duties include facilitating information to respond to inquiries pertaining to admissions and billing questions. Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Financial Counselors are an integral part of the Revenue Cycle Team and a key component of Patient Access. Responsible for assisting with decreasing denials, increasing reimbursements, and being pro-active in assessing disposition of high dollar accounts. KEY RESPONSIBILITIES: Patient Admissions:  Arranges patient admission to facility. Receives and interviews incoming patients or relatives to obtain pertinent data and verify insurance coverage.  Types and processes necessary admission paperwork. Ensures timely communication of patient admission to other departments. Financial Counseling:  Provides financial options to patients and authorized family members prior to admission.  Assists in resolution of routine admitting inquiries.  May also interface with medical staff for information required for patient admissions. Maintain patient valuables:  Collect monies and accept patient valuables for safekeeping for patients during his or her stay at the hospital. Set up and record payments for patient services:  Set up payment arrangement with self-pay patients.  Collects co-payments when applicable. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested. Knowledge of Third-Party payers, Medi-Cal TAR processes, billing requirements, and reimbursement methods Knowledge of Medical Terminology Thorough understanding of charity care processing, federal poverty guidelines and indigent criteria Timely reporting of appropriate accounts is essential. Ability to understand charge description master, provide price estimates, analyze and work daily, weekly and monthly reports. Excellent Communication Skills Professional Appearance Good PC Software Skills Must work independently and maintain workflow. Knowledge of multi-registration and front-end processing. Service Excellence Handle incoming calls professionally and timely. Demonstrate service and commitment in working with peers, management team and other hospital staff. Requirements POSITION REQUIREMENTS: Knowledge and Experience: High school degree or equivalent. Knowledge of CPT/ICD-10 coding helpful. Demonstrated knowledge of medical terminology and insurance billing. Minimum of two years of healthcare billing and insurance knowledge English proficiency required. Skills and Abilities: Maintains confidentiality of patients at all times. Sensitivity to and willingness to interact with persons of various social, cultural, economic and educational backgrounds. Proficiency with software and/or equipment (Microsoft Office applications including Outlook, Word, Excel and PowerPoint.) Strong organizational skills with ability to prioritize projects, work relatively independently, manage multiple tasks, and meet deadlines. Strong written and verbal communication skills. Ability to work independently and as part of a team. Good judgment, problem solving and decision-making skills. Ability to work in a fast-paced, expanding organization. Physical Requirements: While performing the duties of this job, this position is frequently required to do the following: Use standard office equipment and access, input, and retrieve information from a computer. Use computer keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time. Communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking, including a diverse population. Give and follow verbal and written instructions with attention to detail and accuracy. Perform complex mental functions and basic arithmetic functions; interpret complex laws, regulations, and policies; collect, interpret, and/or analyze complex data and information. Vision: see details of objects at close range. Coordinate multiple tasks simultaneously. Reach forward, up, down, and to the side. Sit or stand for minimum periods of one hour at a time and come and go from the work area repeatedly throughout the day. Lift up to fifteen (15) pounds. #INDASR2 Benefits Health Insurance Vision Insurance Dental Insurance 401k Retirement Plan Healthcare Spending Account Life Insurance (Supplemental Life, Term and Universal plans are also available) Short and Long-Term Disability (with additional buy-in opportunities) PTO Plan with Holiday Premium Pay Discounted Cafeteria Meal Plan Tuition Reimbursement

Overview We're an established CPA firm with over 15 years of experience serving a wide range of small business clients. We're looking for an honest, kind, and detail-oriented Bookkeeper/Accounting Associate to join our team. We are a friendly small office where you can enjoy professional growth and long-term stability with loyal clients. Key Responsibilities: • Bookkeeping, payroll, and sales tax for business clients • Assist in tax preparation as needed Qualifications • 2+ years of accounting experience • Proficient in QuickBooks • Strong understanding of core accounting principles • Highly organized and detail-oriented • Excellent communication with a proactive attitude, integrity and professionalism • Associate or Bachelor’s degree in accounting, finance, or related field, or equivalent work experience Pay rates: $24.00 - $35.00 depending on background and experience. Full benefits include retirement plan match, health insurance, paid holidays, paid vacation, etc. Application Questions: - List top 3 things you are looking for in your next job - Please provide your LinkedIn Page Work Location: In person

Position Type: Full-Time  Typical Hours: Monday – Friday, 8am – 4:30pm ET  Location: Elkins, WV (with some remote work possible)  Travel: up to 10% domestic travel including overnight stays  Position Overview:  The Deputy Director at Woodlands Community Lenders, Inc. is responsible for managing the execution of its mission, which is to foster entrepreneurship and community revitalization by  providing access to capital and technical assistance to businesses in its target market of north-central  West Virginia. To be considered for this role, you must possess professional experience in lending, finance or economic development, experience leading a team, and strong communication skills. The ideal candidate will be a highly motivated and organized individual with a passion for rural community development and entrepreneurship. If you are interested in a career position with a growing community development financial institution (CDFI) and are seeking a  supportive and positive work environment, this could be the right fit for you.  Requirements Deputy Director Key Responsibilities: Collaborate with Executive Director and Board of Directors to plan and develop lending and technical assistance objectives, strategies, plans, timelines, and deliverables. Implement lending programs, including managing lending staff, underwriting larger deals, monitoring deployment, and coordinating resources. Assist with raising and deploying loan capital, including meeting with potential sources, preparing proposals and providing reports to lenders and investors.  Ensure compliance with company policies and procedures as well as state and federal regulations, and other identified requirements of various lenders and investors. Cultivate strategic partnerships to ensure program alignment and effectiveness.  Seek and secure funding opportunities through grant writing and other sources.  Travel as needed, including occasional airline travel and overnight stays to support program delivery and maintain project deliverables. Minimum in-office attendance is two days per week.   Deputy Director Qualifications:  Master’s degree preferred  Proven experience in management, including supervision, preferably in the economic development, nonprofit, banking, or similar industry sector. Strong project management skills, including the ability to manage multiple projects simultaneously. Prior experience in grant writing and funding development and/or professional communications. Excellent communication, including strong writing skills.  Deputy Director Qualities:  Interest in small business and community development finance and how these related to rural wealth-building.  Internal motivation and initiative.  Exceptional self-management and independent work skills. .  Relationship building and emotional intelligence skills.  Excellent communicator and active listener.  Salary: $60,000-$65,000, commensurate with experience.  Benefits Competitive benefits package.  105 hours PTO year one, increasing to 166 hours in year two, plus 14 paid holidays.  Opportunities for professional development and growth.  Collaborative and purpose-driven work environment.  Work in Elkins, West Virginia, known for its strong connection to the outdoors, its rich history, and its vibrant arts and culture scene. It's a gateway to the Monongahela National Forest, a hub for outdoor recreation, and a place where traditional music and crafts are preserved. Remote work may be possible up to 2-3 days per week.  About Woodlands Community Lenders, Inc.  WCL was founded in 2011 and was certified by the US Department of Treasury as a CDFI in 2012, the year in which it made its first loans to, among others, TipTop Coffee and Big Timber Brewing. By the end of 2024, over $8M had been invested in 136 local small businesses, creating jobs and assisting with the acquisition and renovation of over 25 downtown buildings in the Mon Forest Towns. Lenders’ loan pool is comprised of a mix of federal grants & loans, loans from CDFI intermediaries and local banks, along with equity from philanthropy.  WCL is the fiscal sponsor for Mon Forest Towns Partnership, Inc.   For further information, visit www.woodlandswv.org and www.monforesttowns.org Woodlands is an equal-opportunity employer committed to diversity and inclusion. We encourage individuals from all backgrounds to apply. 

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?