Financial Aid Officer (Student Finance)
Responsible for the management of established financial aid programs (federal, state, and institutional funds) while adhering to regulations with integrity and upholding the mission and vision of Company. Provides financial aid related advisement to students and their families with the highest standards of customer service.
Duties and Responsibilities:
1. Provide guidance to students and parents regarding available financial aid options, application procedures, requirements, and eligibility criteria by conducting financial overviews, student interviews and analyzing student official documentation.
2. Evaluate student need; analyze and verify student eligibility for financial aid programs; monitor student academic progress for continued aid eligibility; prepare and process awards to eligible students; review student appeals and/or special circumstances.
3. Manage and evaluate the disbursement of financial aid funds in compliance with regulations.
4. Work closely with registrar/bursar and accounting departments to ensure compliance in terms of cash management when disbursing Title IV funds.
5. Stay updated on federal and state financial aid policies.
6. Ensure accurate record keeping and reporting for compliance purposes.
7. Understand and adhere to all school policies outlined in the Standard Policies and Procedures Manual and the School Catalog.
8. Implements best practices that support the goal of enrollment growth and quality of services.
9. Other tasks or projects as assigned by the Senior Director of Student Finance
Qualifications/Requirements:
Requirements
1. Bachelor’s degree in a relevant field.
2. Extensive knowledge of federal and state financial aid regulations; at least 3 years of experience preferred.
3. Strong understanding of various financial aid programs, scholarships, and grants.
4. Excellent communication and interpersonal skills
5. Bilingual (English/Spanish) REQUIRED
6. Ability to interpret and apply complex regulations and policies.
7. Detail-oriented with strong organizational and analytical skills.
8. Uncompromising integrity and professionalism.
9. Ability to use sound judgement.
10. Proficient in relevant software and database management. Experience with Campus Ivy system a plus.
11. Ability to work collaboratively with diverse stakeholders.
12. MUST HAVE PRIOR FINANCIAL AID OFFICER EXPERIENCE IN A HIGHER EDUCATION ENVIRONMENT.
13. Must be able to work 9 AM-6 PM 3 days a week and 10 AM-7 PM 2 days a week.
Job Type: Direct Hire
Enrollment Services Representative (3)
Position Summary
The Enrollment Services Representative serves as a key member of the enrollment team and is responsible for guiding prospective students through the admissions process from initial inquiry through enrollment. This role requires a highly motivated, goal-oriented professional who excels at building relationships, managing a high volume of outbound and inbound communications, and helping prospective students make informed educational decisions.
Success in this role is measured through call activity, lead conversion, appointment setting, student engagement, and achievement of monthly enrollment goals.
Essential Duties and Responsibilities
Student Recruitment & Enrollment
- Respond promptly to prospective student inquiries generated through various marketing channels.
- Conduct consultative interviews to assess prospective students' educational and career goals.
- Guide prospective students through the admissions process, including program selection, admissions requirements, and enrollment procedures.
- Maintain consistent communication with prospects through phone calls, text messages, emails, and virtual meetings.
- Build rapport and establish trust with prospective students and their families.
- Schedule and conduct campus tours and information sessions.
- Collaborate with Financial Aid, Student Services, and Academic departments to support student enrollment.
Call Activity & Lead Management
- Manage a high-volume lead pipeline and maintain accurate records within the institution's CRM system.
- Conduct a minimum number of outbound calls daily to prospective students.
- Execute timely follow-up activities according to established enrollment processes.
- Maintain consistent contact with prospective students throughout the decision-making process.
- Ensure all lead activity, communications, and outcomes are documented accurately and timely.
- Monitor and manage assigned leads to maximize conversion opportunities.
Performance Metrics
- Meet or exceed established daily, weekly, and monthly call activity goals.
- Meet or exceed appointment-setting objectives.
- Maintain required lead contact and follow-up standards.
- Achieve monthly enrollment targets of approximately eight (8) student starts per month.
- Consistently maintain conversion rates and productivity standards established by management.
- Participate in regular performance reviews and enrollment strategy meetings.
Compliance & Professionalism
- Adhere to all institutional policies, procedures, and ethical admissions standards.
- Maintain confidentiality of student information.
- Ensure all admissions activities comply with applicable state, federal, and accrediting regulations.
- Represent the institution professionally and positively at all times.
Qualifications
Required
- Bilingual English/Spanish
- Associate degree required; Bachelor's degree preferred.
- Minimum of two years of experience in admissions, inside sales, customer service, recruiting, or a related field.
- Demonstrated success working in a goal-driven environment.
- Strong communication, relationship-building, and interpersonal skills.
- Ability to effectively manage multiple priorities and deadlines.
- Experience working with CRM systems and Microsoft Office applications.
Preferred
- Higher education admissions experience.
- Experience recruiting students in nursing, healthcare, allied health, or career-focused education programs.
- Professional communication
Performance Expectations
- Consistently achieve established call activity goals.
- Maintain high-quality student interactions and follow-up standards.
- Contribute positively to team enrollment objectives and institutional growth.
Senior HR Business Partner
Human Resources Business Partner (HRBP)
Position Summary
The Human Resources Business Partner (HRBP) serves as a strategic partner to business leaders across a multi-site manufacturing organization with a national footprint. This role supports the development and execution of people strategies that drive operational excellence, employee engagement, workforce planning, leadership development, and organizational effectiveness. The HRBP provides expert guidance on employee relations, talent management, performance management, compliance, and change management while partnering closely with operations leadership to support business objectives.
Key Responsibilities
Strategic Business Partnership
- Partner with operational and functional leaders to align HR initiatives with business goals and workforce needs.
- Provide guidance and recommendations on organizational design, workforce planning, succession planning, and talent development.
- Support business growth initiatives, restructuring efforts, and organizational change management.
- Analyze workforce trends, turnover metrics, and talent data to identify risks and opportunities.
Employee Relations
- Serve as the primary advisor on complex employee relations matters.
- Conduct thorough and objective investigations involving employee complaints, policy violations, workplace concerns, and corrective actions.
- Coach managers on performance management, conflict resolution, and employee engagement strategies.
- Ensure consistent application of company policies and employment practices across locations.
- Mitigate risk through proactive employee relations initiatives and effective problem resolution.
Talent Management & Leadership Support
- Partner with leaders to recruit, retain, and develop top talent.
- Facilitate talent reviews, succession planning, and leadership development initiatives.
- Support performance management processes, including goal setting, evaluations, and development planning.
- Coach managers and supervisors on effective leadership practices and employee development.
Compliance & Risk Management
- Ensure compliance with federal, state, and local employment laws and regulations.
- Maintain knowledge of current labor and employment legislation impacting manufacturing operations.
- Partner with legal counsel and internal stakeholders on employment-related matters as needed.
- Support audits, investigations, and compliance reporting requirements.
Employee Engagement & Culture
- Promote a positive, inclusive, and high-performance workplace culture.
- Lead employee engagement initiatives and action-planning efforts.
- Facilitate communication between leadership and employees to foster trust and alignment.
- Support programs that improve retention, morale, and workforce productivity.
HR Operations
- Collaborate with Talent Acquisition, Compensation, Benefits, and Learning & Development teams to support business objectives.
- Support workforce planning, annual HR processes, and talent initiatives.
- Monitor HR metrics and prepare reports for business leaders.
- Drive continuous improvement of HR processes and practices.
Qualifications
Required Education
- Bachelor's degree in Human Resources, Business Administration, Organizational Development, Industrial Relations, or a related field required.
Required Experience
- Minimum of 7 years of progressive Human Resources experience.
- Minimum of 3 years of people management experience with direct leadership responsibility.
- Strong employee relations background with demonstrated experience handling investigations, conflict resolution, corrective actions, and complex workplace issues.
- Experience supporting manufacturing, industrial, distribution, logistics, or other operational environments.
- Experience partnering with senior leaders and operational management teams.
Knowledge, Skills & Abilities
- Strong knowledge of employment law, HR best practices, and compliance requirements.
- Demonstrated expertise in employee relations, workplace investigations, conflict resolution, and performance management.
- Ability to influence and coach leaders at all levels of the organization.
- Strong business acumen and ability to align HR strategies with operational objectives.
- Excellent communication, presentation, coaching, and interpersonal skills.
- Proven analytical and problem-solving capabilities.
- Ability to manage multiple priorities in a fast-paced manufacturing environment.
- Proficiency with HRIS systems and Microsoft Office applications.
Preferred Qualifications
- Master's degree in Human Resources, Business Administration, or a related field.
- SHRM-CP, SHRM-SCP, PHR, or SPHR certification.
- Experience supporting geographically dispersed operations across multiple states.
Work Environment & Travel
- Ability to work in both office and manufacturing plant environments.
- Willingness to travel domestically to support multiple locations as needed (approximately 10-20% travel).
Business Strategy Associate
POSITION SCOPE AND ORGANIZATIONAL IMPACT
The Business Strategy Specialist, you will take meaningful ownership of strategic projects while growing into a trusted thought partner for business unit leaders and senior stakeholders. You will move beyond foundational support to independently lead cross-functional workstreams, develop data-driven recommendations, and help shape the stories that drive our company forward.
This role is ideal for a motivated professional who has built a solid foundation in business strategy or a related field and is ready to operate with greater autonomy, influence cross-functional conversations, and develop the strategic acumen needed to advance into a senior-level role. You will collaborate closely with the Business Strategy Manager and the broader team, contributing fresh perspectives while continuing to grow your strategic toolkit.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES
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Lead the development of presentations and deliverables for Quarterly Business Reviews (QBRs) and other strategic initiatives, ensuring quality, clarity, and alignment with business unit goals
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Independently manage cross-functional projects, coordinating with internal stakeholders across Strategy, Marketing, Communications, and Business Units to gather inputs and drive progress
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Conduct market and competitive research, synthesizing findings into clear, actionable insights that inform strategic recommendations
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Support senior leaders and business unit partners by identifying needs, asking thoughtful questions, and translating ambiguous challenges into structured plans
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Develop and maintain project plans, timelines, and tracking mechanisms to ensure on-time delivery and stakeholder alignment
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Collaborate closely with Senior Business Strategy Specialists to co-develop strategies, implementation plans, and rollout approaches for key initiatives
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Craft compelling narratives and communication materials tailored to diverse internal audiences, including leadership and executive teams
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Contribute to the identification of best practices, process improvements, and opportunities for strategic innovation across business units
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Perform other duties as assigned
EDUCATION AND WORK EXPERIENCE
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Bachelor's degree in Economics, Business, Marketing, Communications, Strategy, or a related field (MBA preferred)
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3–5 years of experience in business strategy, communications, operations, consulting, or a related field
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Highly proficient in Microsoft PowerPoint and Excel
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Data visualization skills a plus (i.e., PowerBI, Smartsheets)
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Strong analytical and critical thinking skills—able to interpret data, identify trends, and translate findings into clear recommendations
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Demonstrated ability to independently manage projects and competing priorities in a fast-paced environment
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Strong interpersonal and communication skills—able to collaborate across teams and communicate effectively with leadership
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Comfortable navigating ambiguity and taking initiative with limited direction
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Excellent written and verbal communication skills, with the ability to simplify complex ideas
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Self-starter with strong follow-through, attention to detail, and organizational skills
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Team player with a collaborative mindset and the ability to build relationships across functions
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Must be able to manage confidential information with discretion
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Must have the ability to occasionally work evenings and weekends to meet project deadlines
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Curious, eager to learn, and open to feedback
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Strong work ethic, maturity, and a positive, can-do attitude
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Entrepreneurial mindset and creative problem-solving abilities
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Embodies company values: Work Hard, Be Nice, Have Fun
Product Configuration Specialist
The Product Configuration Specialist is responsible for understanding company product offerings to successfully configure these within the SaaS. Analyze and review the different specifications for existing and new programs, determine how these can be set up in the administrative system and configure them appropriately. The individual is responsible for entire product setup – creating the products and any variations along with the creation and management of rate files. We offer a large suite of products, each of them with their own pricing structures and variations for different clients. The individual must be comfortable navigating hundreds of spreadsheets for different pricing variations and making updates to them followed by system setup. Understanding the terms of the product is essential to correctly configure these in the system.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Understand product offering, product specifications, and the pricing structure for each product
- Understand system functionality as it pertains to product specifications
- Understand the different modules that impact rating such as vehicle classification, mileage eligibility, packs and markups etc.
- Review and analyze customer requests for product variations and pricing modifications to implement changes accurately within the system
- General understanding of how SaaS work and how the different modules are related
- Collaborate with other departments to ensure compliance
- Collaborate with actuaries on customer requests to ensure we provide actuaries with current pricing and successfully implement new pricing they provide
- Liaise with insurers to submit product proposals with new or modified rating structures
- Analyze and compare rating structures as and when required
- Configure new products within the system, make changes to product specifications and import pricing
- Ability to navigate through multiple large spreadsheets for analysis or changes to pricing
- Test and audit rates after implementing new programs or changes
- Troubleshoot rating issues
- Liaise with our system administrator regarding any issues in product setups or rate file imports, and discuss/review functionality changes that are required for process improvements
- Pull information from the administrative system to complete tasks or investigate an issue
- Ability to manage multiple projects simultaneously for multiple products is essential.
- Other duties as assigned
QUALIFICATIONS (Education, Experience, & Skills required)
- Bachelor’s degree in finance, Business, or related field
- Excellent verbal and written communication skills
- 3+ years’ experience in SaaS
- Excellent Microsoft Office (Excel, Word, Power Point, Outlook), advanced excel skills are required with at least 3+ years (v-lookups, x-lookups, pivot tables, IF statements etc.)
- Ability to multi-task and effectively balance priorities to meet tight deadlines
- Must be highly organized and able to work in a fast-paced environment while maintaining a strong attention to detail
- Strong analytical and problem-solving skills
General Manager – Carolinas
General Summary
The Territory Manager will be responsible for strategic direction, day-to-day operations of Sales, Parts & Service, P&L management and team development in the territory. This role requires strong demonstrated leadership managing all parts of the dealership as well as strong sales and customer service skills.
Essential Duties and Responsibilities:
- Develops and manages a business plan for the Territory.
- Oversees daily operations of the dealership, ensuring efficient workflows, budget management, customer satisfaction, Human Resources, Safety, etc.
- Responsible for new and used equipment sales/leasing, rental business, parts & service business, all inventory (new/used equipment, attachments, parts), Accounts Receivable.
- Partners with Sales team members to develop and execute strategies to drive sales and increase market share.
- Supports end to end sales process from quoting thru funding. Assess and monitor sales performance.
- Fosters strong relationships with existing customers by identifying customer needs and providing tailored solutions that create long-term partnerships while also identifying opportunities for growth.
- Oversees and supports Parts & Service for the Territory, partnering with Carolinas VP Service to ensure best-in-class Parts & Service.
- Hires, trains, and develops employees across all departments, focusing on employee retention and fostering a ‘First Choice’ work culture.
- Ensures compliance with all relevant regulations and maintain a safe working environment.
Additional Duties and Responsibilities:
- Stay up-to-date with industry trends, competitor activities, and customer demands.
- Monitor competitors' services, prices, auctions, and sales to maintain a competitive edge.
- Report regularly to the Executive Team on dealership performance and strategic initiatives.
- Handle complex customer inquiries and resolve issues in a timely and professional manner.
- Travel to customer sites, vendor locations, and industry events as needed.
- Develop long-term growth strategies to expand the dealership’s market presence.
Educational/Vocational/Previous Experience Recommendations:
- MBA or equivalent is a plus, but extensive relevant experience in the heavy equipment industry and senior leadership roles will be given priority over educational background.
- Minimum of 10 years in the heavy equipment dealership industry, with at least 5 years in a senior leadership role (GM, Director, etc.).
- Strong understanding of heavy equipment; experience with Hyundai, BELL, Yanmar, Sakai is preferred.
- Proven track record of driving sales and revenue growth, with field sales experience preferred.
- Proven experience in managing large teams, with strong decision-making and problem-solving skills.
- Excellent Communication Skills.
- Knowledge of budget management, financial reporting, and driving profitability.
- Strong track record of building and maintaining customer relationships.
- Proficient in MS Office; familiarity with Salesforce is a plus
- Valid driver’s license and acceptable driving record required.
Recruiter – Executive Leadership
Job Profile Summary
- Supports Company mission, vision, and values through sourcing and selection activities
- Identifies, attracts, and hires top executive and leadership talent
- Provides Talent Acquisition strategy and guidance to hiring leaders
- Performs full life-cycle recruitment for assigned areas
- Provides leadership supervision as needed
- Promotes and supports the Company culture by delivering the Company Experience
Job Description
Complexity of Work
- Requires strong critical thinking skills and decisive judgment
- Ability to work independently with minimal supervision
- Must be able to perform effectively in a fast-paced, high-pressure environment
- Takes appropriate and timely action in stressful situations
- Hybrid work arrangement
Responsibilities
- Demonstrates current knowledge of and compliance with employment laws and regulations in all recruitment and hiring activities
- Supervises leadership recruiters and maintains department goals to uphold the Company Experience for applicants, candidates, hiring managers, and team members, as measured by customer experience surveys
- Extracts and compiles data to develop competitive job offers
- Screens and selects top talent by conducting initial interviews, presenting candidates to hiring managers, gathering feedback, and constructing competitive offer packages
- Develops sourcing strategies to attract top talent using technology-based search techniques and external partnerships
- Supports and participates in recruitment events, hiring events, and conferences
Required Work Experience
- Minimum of five (5) years of full-cycle leadership recruitment experience
Education & Additional Requirements
- Bachelor’s degree in Human Resources or a related field required
- Master’s degree preferred
- Professional certification (e.g., SHRM, PHR) preferred
AI Automation Engineer
Position Summary
We are seeking a highly skilled Automation Engineer to design, develop, and maintain intelligent automation and agentic AI solutions that streamline operations, enhance client service delivery, and improve internal efficiencies. This role requires strong hands-on Python development experience, expertise in designing AI agents and agentic orchestration systems, and proficiency with Microsoft Azure and Power Platform technologies, as well as third-party automation tools.
Key Responsibilities
- Design & Development
- Develop robust automation solutions and backend services primarily using Python, including asynchronous workflows, data processing pipelines, and API integrations.
- Design, build, and maintain AI agents and agentic orchestration systems that autonomously execute multi-step business and legal workflows.
- Build and maintain automation workflows using Microsoft Azure services (Logic Apps, Functions, Service Bus, Data Factory).
- Develop solutions within the Power Platform environment (Power Automate, Power Apps, Dataverse).
- Integrate third-party RPA/automation platforms to extend automation capabilities.
- Agentic AI & Orchestration
- Architect and implement multi-agent systems capable of reasoning, planning, and tool use to accomplish complex objectives.
- Leverage agentic frameworks (e.g., LangChain, LangGraph, LlamaIndex, Semantic Kernel, AutoGen, CrewAI, Microsoft Agent Framework, or similar) to orchestrate LLM-powered workflows.
- Design and implement tool-calling, function-calling, and MCP (Model Context Protocol) integrations to connect agents with enterprise systems.
- Build durable, observable, and recoverable agent workflows with appropriate guardrails, evaluation, and human-in-the-loop checkpoints.
- Implement memory, retrieval (RAG), and context management strategies to support long-running agentic processes.
- Integration & Orchestration
- Create robust integrations across diverse systems using APIs, Python-based services, scripting (e.g., PowerShell), and orchestration tools.
- Ensure seamless data flow and process automation across legal, financial, and operational systems.
- Containerize and deploy Python services (Docker, Azure Container Apps, Kubernetes) following modern DevOps practices.
- Collaboration & Delivery
- Work closely with business stakeholders, legal teams, and IT to understand requirements and deliver impactful automation and agentic solutions.
- Translate business needs into technical specifications and scalable automation designs.
- Partner with the AI Application Development team to integrate agents into firm platforms such as Chat @ GT and the Client 360 Tool.
- Governance & Optimization
- Ensure all solutions comply with firm-wide security, compliance, and governance standards, including responsible AI practices.
- Monitor and optimize automation and agent performance, proactively identifying opportunities for improvement.
- Implement logging, tracing, and evaluation frameworks (e.g., LangSmith, Azure AI Foundry, OpenTelemetry) for agent observability.
- Maintain documentation and contribute to a knowledge-sharing culture.
Qualifications
Skills & Competencies
- Strong proficiency in Python, including modern frameworks and libraries (e.g., FastAPI, Pydantic, asyncio, requests/httpx).
- Demonstrated experience designing and deploying AI agents and agentic workflows in production or near-production environments.
- Hands-on experience with agentic orchestration frameworks (LangChain, LangGraph, Semantic Kernel, AutoGen, CrewAI, or equivalent).
- Familiarity with LLM APIs (Azure OpenAI, OpenAI, Anthropic, etc.), prompt engineering, and structured output techniques.
- Strong proficiency with:
- Microsoft Azure (Logic Apps, Functions, Service Bus, Data Factory)
- Power Platform (Power Automate, Power Apps, Dataverse)
- RPA tools (e.g., UiPath, Automation Anywhere, Blue Prism)
- Ability to successfully adapt to changing priorities and work demands.
- Ability to work under pressure to meet strict deadlines and effectively prioritize multiple tasks.
- Experience working in a fast-paced law firm environment with diverse needs.
- Excellent problem-solving, communication, and collaboration skills.
Education & Prior Experience
- Bachelor’s degree in Computer Science, Information Technology, or a related field
- Minimum of 3–5 years of hands-on experience in automation engineering or a related field
- Demonstrable experience building Python-based automation, integrations, or AI/agentic systems.
- Experience working in a legal or professional services environment is a plus
Technology
- Experience with scripting languages (PowerShell, Python, JavaScript)
- Familiarity with RESTful APIs and integration patterns
- Understanding of enterprise security, compliance, and governance frameworks
Accounting Administrative Assistant
Job Summary
The main responsibility of the Accounting Administrative Assistant is to assist the Accounting Department in performing all accounting-related functions for a specific project(s) from inception to close-out.
Essential Job Functions, Duties and Responsibilities
- Setup and maintenance (scanning) of all accounting-related files including G&A Files, Subcontract Files, A/P Files, DPO Files, NTO Files, etc. These files may be electronic files or actual hard copy files, and Accounting Administrative Assistant will be responsible for both.
- Organizing invoices per project, stamping, routing to PMs for approval and following up as needed.
- Assistance with monthly billings – Collection and organization of supporting documentation including subcontractor conditional and unconditional releases of lien and sworn statements as required.
- Subcontractor compliance – ensure that executed contracts, change orders, insurance, bonds, NTO, releases of liens, sworn statements, etc. are received and within proper parameters and entered into appropriate system.
- Check preparation – assist in putting together sub/vendor payments by printing Sub Status Reports, Vouchers, Releases, etc.
- Releasing checks to subs and verifying compliance (contract, c/o, insurance, NTO, SS, etc.).
- Change Orders – Assist in putting together Company and sub change orders, routing them for signature to PM and subs, scanning as appropriate.
- Making copies, mailing, shredding as needed.
- Communicating with subs/vendors for additional billing info such as labor tickets, packing slips, etc. Requesting monthly billing for subs who did not bill but performed work.
- Database Maintenance – includes updating AP Vendor Master, PM Firm Master, entering sub/vendor insurance as applicable, etc.
- Closeout package preparation – Preparation of closeout packages to clients.
Educational, Skills, and Experience Requirements
- At least three (3) years’ experience as an Accounting Administrative Assistant for similar type firm.
- Must be able to handle multiple tasks and have strong organizational skills.
- Self-motivated.
- Must have strong communication skills to be able to deal with our subcontractors, vendors, and both internal and external customers in a courteous and professional manner.
Working Conditions
Physical requirements include the following:
- Regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
- Occasionally required to stand and walk.
- Occasionally lift and/or move up to 10 pounds.
- Hearing and speaking ability sufficient to carry on a conversation with another individual (or groups of individuals) in person and over the telephone.
Client Relations Representative (2 Openings, CT & NH)
Financial Services Client Relations Representative
Compensation: Base compensation plus commission and bonus incentives
Growing financial services team seeking a polished, motivated professional to support top Financial Advisors with client outreach, seminar coordination, and client onboarding support.
This is a hands-on, relationship-driven role focused heavily on proactive outreach, appointment generation, and event support – not a passive administrative position. The ideal candidate is someone who enjoys talking with people, stays organized in a fast-paced environment, and is motivated by performance and growth opportunities.
The company is open to training the right person with strong communication skills, professionalism, and drive.
Approximately 70% of the role is focused on outbound calling, warm lead follow-up, and appointment setting.
Responsibilities
- Follow up with warm leads generated through seminars, workshops, and marketing campaigns
- Proactively schedule appointments for Financial Advisors through outbound phone outreach
- Maintain consistent follow-up activity and relationship building with prospective clients
- Support seminar and workshop events including RSVPs, registration, setup, breakdown, and event-day coordination
- Assist Advisors during events and help generate new appointment opportunities
- Help onboard new clients and maintain accurate CRM records
- Provide administrative and client support as needed
Qualifications
- Prior experience in a sales, customer-facing, phone-based, appointment setting, or client support role preferred
- Strong communication skills and professional phone presence
- Comfortable engaging with clients both over the phone and in person
- Organized, detail-oriented, and able to multitask effectively
- Motivated, coachable, and eager to learn in a performance-driven environment
- CRM and Microsoft Office experience preferred
- Bachelor’s degree preferred, but not required
Additional Details
- Mileage reimbursement provided for travel beyond normal commute distance
- Occasional evening or Saturday seminar coverage may be needed