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<h3>Job Description</h3>
AMN Healthcare Allied is seeking a travel Physical Therapy Assistant for a travel job in SAN LEANDRO, California.
Job Description &amp; Requirements
<ul>
<li>Specialty: Physical Therapy Assistant</li>
<li>Discipline: Therapy</li>
<li>Duration: 13 weeks</li>
<li>40 hours per week</li>
<li>Shift: 8 hours, days</li>
<li>Employment Type: Travel</li>
</ul>
Job Description &amp; Requirements\n \nPhysical Therapist Assistant - Skilled - (PTA)\n \nStartDate: ASAP \nAvailable Shifts: 8 D \nPay Rate: $1752.00 - $1822.00 \n \nWell respected skilled nursing facility (SNF) is seeking a Physical Therapist Assistant who is highly motivated and energetic to join the team in San Leandro, CA. Candidates must be willing to support a friendly, positive and professional environment.\n Required Qualifications Physical Therapist Assistant, Skilled Experience: 1 year Licenses: PTA-CA Certifications: BLS References: 1 Reference in entire work history \n Preferred Qualifications Skilled Nursing Experience Active CA License COVID Vaccination/Booster BLS\n\n Facility Location A suburb of San Francisco and Oakland, San Leandro has easy access to all the shopping, dining, entertainment, and sporting attractions of California’s Bay Area, while also providing a residential, family-friendly atmosphere to call home. The San Leandro Marina offers boat docking, picnic areas, and trails for hiking and biking; here you’ll also find the San Leandro Family Aquatic Center and Lake Chabot Regional Park, popular with campers and fishers. \n \nJob Benefits\n \nAllied travel assignments are typically for 13 weeks and offer generous packages that include: 
<ul>
<li> Competitive pay rates</li>
<li> Medical, Dental, Vision</li>
<li> 401(k) and Flex Spending</li>
<li> Life Insurance</li>
<li> Accident and Short-term Disability Coverage</li>
<li> Free Continuing Education</li>
<li> Competitive Housing Deal</li>
<li> Refer a friend and earn extra cash!</li>
</ul>
\n \nAbout the Company\n \nAt AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.\n Physical therapist assistant, physical therapy assistant, physical therapy, PTA, therapy assistant, allied, allied health, rehabilitation assistant, rehabilitation, skilled physical therapist assistant, skilled PTA, skilled care PTA, skilled\n
AMN Healthcare Allied Job ID #3279540. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Physical Therapist Assistant - Skilled - (PTA)
About AMN Healthcare Allied
AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations. With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies. The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates.
 
Visit <a href="https://www.vivian.com/agencies/amn-healthcare-allied/" target="_blank">https://www.vivian.com/agencies/amn-healthcare-allied/</a> for more information. 
Benefits
<ul>
<li>Company provided housing options</li>
<li>Medical benefits</li>
<li>Dental benefits</li>
<li>Continuing Education</li>
</ul>

Travel Physical Therapy Assistant

<h3>Job Description</h3>
Job DescriptionMinimum 1+ years speech therapy experience required. 
Sunbelt is collaborating with a school district in Sunnyvale, CA, to recruit a qualified Speech Language Pathologist Assistant (SLPA) for a part-time position. If this opportunity aligns with your interests, we encourage you to apply!
Position Details:
<ul>
<li>Location:Sunnyvale, CA </li>
<li>Type:Part-Time </li>
<li>Caseload:K-10th grade </li>
</ul>
Requirements:
<ul>
<li>Valid CA Speech Language Pathologist Assistant License </li>
<li>Preferred: Two years of school-based experience </li>
</ul>
Benefits:
<ul>
<li>Competitive Salary: Compensation based on your expertise. </li>
<li>Comprehensive Benefits Package: Includes health, dental, and other essential offerings. </li>
<li>Ongoing Mentorship: Support and guidance from experienced professionals during your assignment. </li>
</ul>
How to Apply: If youre interested in this opportunity, we invite you to apply! For more information or to submit your application, please contact:
 Email: Phone: 
Sunbelt is dedicated to helping you find the right fit for this rewarding role. Dont miss the chance to advance your career while making a positive impactapply today!

URGENT | School-Based Speech Language Pathologist Assistant (SLPA) Needed - Sunnyvale, CA

<h3>Job Description</h3>
Job DescriptionMinimum 1+ years speech therapy experience required. 
Job Title: Teletherapy School Speech-Language Pathologist California Are you a skilled and experienced Speech-Language Pathologist seeking a rewarding opportunity to make a difference in the lives of students? Join our network of professionals and collaborate with VocoVision and Sunbelt Staffing in providing virtual speech therapy services in a school setting. Position: Virtual Speech-Language Pathologist - 1099 Contractor Location: California Responsibilities:
<ul>
<li>Deliver virtual speech-language therapy sessions for students in a school setting.</li>
<li>Conduct assessments, diagnose, and formulate individualized treatment plans to address students' communication needs.</li>
<li>Foster collaboration with teachers, parents, and other stakeholders to ensure comprehensive support for students.</li>
<li>Leverage VocoVision's toolkit, equipped with assessments, evaluations, and other materials crucial for successful teletherapy assignments.</li>
<li>Maintain accurate documentation of therapy sessions and student progress.</li>
</ul>
Requirements:
<ul>
<li>Hold current and valid state licensure as a Speech-Language Pathologist in Californiaand the state you currently reside.</li>
<li>Possess ASHA certification with Certificate of Clinical Competence (CCC).</li>
<li>Demonstrate a minimum of 2 years of experience as a Speech-Language Pathologist in a school setting.</li>
<li>Preferably have teletherapy experience.</li>
<li>Exhibit strong communication and collaboration skills.</li>
</ul>
Why Join Us?
<ul>
<li>Flexibility: Enjoy the freedom to create your schedule and work from any location within Californiaor the state you currently reside.</li>
<li>Cutting-Edge Technology: Access VocoVision's toolkit, enriched with assessments, evaluations, and other materials for enhanced teletherapy sessions.</li>
<li>Impact: Make a positive impact on students' lives through virtual speech-language therapy.</li>
</ul>
To Apply: Please submit your resume to . Note: This is a 1099 contractor position.

Virtual School Speech-Language Pathologist in Arizona

<h3>Job Description</h3>
Job DescriptionMinimum 1+ years speech therapy experience required. 
Job Title: Teletherapy School Speech-Language Pathologist (SLP) - California Location:California Job Type: Full-time About Us: At VocoVision and Sunbelt we are committed to providing top-notch teletherapy services to schools across nationally. We believe in the power of teletherapy to bring quality speech-language pathology services directly to students, ensuring they receive the support they need to thrive academically and socially. Role Description: As a Teletherapy School Speech-Language Pathologist, your role will encompass a wide range of responsibilities focused on assessing, diagnosing, and providing therapeutic interventions to students with speech and language disorders. Typical duties include:
<ul>
<li>Assessment: Conduct comprehensive assessments to identify speech and language disorders in students.</li>
<li>Individualized Treatment Plans: Develop individualized treatment plans tailored to each student's unique needs, setting achievable goals.</li>
<li>Therapeutic Interventions: Implement evidence-based therapeutic interventions to improve students' communication skills, including articulation, language, fluency, and voice.</li>
<li>Progress Monitoring: Regularly monitor and evaluate students' progress, adjusting treatment plans as necessary.</li>
<li>Collaboration: Collaborate with teachers, parents, and other school professionals to ensure a holistic approach to student support.</li>
<li>Documentation: Maintain accurate and up-to-date records of assessments, progress notes, and treatment plans.</li>
<li>Teletherapy Sessions: Conduct teletherapy sessions using our intuitive teletherapy toolkit and integrated ZoomPro account.</li>
<li>Support and Education: Provide guidance and education to parents and caregivers on strategies to support their child's communication development.</li>
</ul>
Why Us:
<ul>
<li>Weekly Pay: We value your hard work, and we make sure you receive your paycheck on time, every week.</li>
<li>Equal Rates: We believe in fair compensation. You'll earn the same rate for both direct and indirect hours.</li>
<li>Guaranteed Weekly Hours: Rest assured that you'll have a consistent workload and income.</li>
<li>Supportive Clinical Network: Join a community of teletherapy professionals who are ready to collaborate and share knowledge to help you excel in your role.</li>
<li>Full Tech Support Team: We provide you with a dedicated tech support team to ensure smooth and hassle-free teletherapy sessions.</li>
<li>Intuitive Teletherapy Toolkit: Access a user-friendly toolkit designed to enhance your teletherapy experience and make your job easier.</li>
<li>Onboarding Materials: We provide comprehensive onboarding materials to help you prepare for your teletherapy assignments, ensuring you're well-equipped from day one.</li>
<li>Testing and Therapy Materials: Gain access to a wide range of testing and therapy materials to effectively support your students' needs.</li>
<li>Integrated ZoomPro Account: We offer an integrated ZoomPro account to facilitate seamless video conferencing for your sessions.</li>
<li>Ongoing Support: We believe in continuous growth and learning. You'll receive ongoing support and professional development opportunities to help you excel in your career.</li>
</ul>
Requirements:
<ul>
<li>Minimum of two years of experience in a school setting as a Speech-Language Pathologist.</li>
<li>Must be licensed as a Speech-Language Pathologist in California.</li>
</ul>
If you're a dedicated and passionate Speech-Language Pathologist looking to make a positive impact in the lives of students, we'd love to hear from you. Join us in providing high-quality teletherapy services that empower students to reach their full potential. How to Apply: If you meet the requirements and are excited about the opportunity to work with us, please submit your resume to .

Teletherapy School Speech-Language Pathologist (SLP) - California

<h3>Job Description</h3>
Job DescriptionMinimum 1+ years speech therapy experience required. 
Sunbelt is partnering with a school district in to find a qualified Speech Language Pathologist (SLP) in Belmont, CA.This position has full time hours.If the following information interests you, we encourage you to apply!
Position Details:
<ul>
<li>Location:Belmont, CA </li>
<li>Type: Full-Time </li>
<li>Caseload:Confirmed upon interview </li>
</ul>
Requirements:
<ul>
<li>Valid CASpeech Language Pathologist License </li>
<li>Two years of school experience preferred </li>
</ul>
Benefits:
<ul>
<li>Competitive Salary: Attractive compensation reflecting your expertise. </li>
<li>Comprehensive Benefits Package: Includes health, dental, and other essential offerings. </li>
<li>Ongoing Mentorship: Guidance and support from experienced professionals throughout your assignment. </li>
</ul>
How to Apply:
If this opportunity resonates with you, we encourage you to apply! For more information or to submit your application, please contact:

<ul>
<li>Email:</li>
<li>Phone:</li>
</ul>
Sunbelt is committed to finding the right candidate for this rewarding role. Dont miss out on the chance to advance your career while making a positive impactapply today!

Urgent Need | School-Based Speech Language Pathologist (SLP) Needed - Belmont, CA

<h3>Job Description</h3>
Job Description
Job Title: Repair Technician
Location: Union City, California
Job Type: Contract to Hire
Shift: Monday through Thursday, 5:00 am to 3:30 pm, with occasional Fridays and overtime when available 
Job Responsibilities:
<ul>
<li>Perform repairs or overhauls of pneumatic, mechanical, hydraulic, and electrical equipment.</li>
<li>Assist in the assembly and repairs of brake systems.</li>
<li>Disassemble equipment and clean as needed.</li>
<li>Route wires and install crimp terminations and/or connectors.</li>
<li>Follow schematics and written instructions to perform assemblies and repairs.</li>
</ul>
Qualifications:
<ul>
<li>Experience using hand and power tools.</li>
<li>Must be mechanically inclined.</li>
<li>Ability to read and follow schematics and written instructions.</li>
<li>Required Experience: 3+ years of relevant experience.</li>
</ul>
Work Environment:
<ul>
<li>This role involves sitting, standing, walking, crouching, kneeling, and pushing/pulling.</li>
<li>Maximum lifting/carrying requirement is 50 lbs.</li>
<li>Work is performed in a shop environment.</li>
</ul>
Benefits:
<ul>
<li>Competitive pay with weekly payments.</li>
<li>Opportunity for overtime.</li>
</ul>
Pay and Benefits
The pay range for this position is $25.62 - $25.62/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Union City,CA.
Application Deadline
This position is anticipated to close on May 20, 2025.
About Aerotek:
We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meets their goals, skills and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role solving for companies’ construction, manufacturing and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are everything spirit to the test as your career continues to grow.
Aerotek offers weekly pay, employee benefits including medical, dental &amp; vision, life insurance, health advocacy and employee assistance programs, a 401(k) plan, and employee discounts.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Company DescriptionWe know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meet their goals, skills, and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role in solving companies’ construction, manufacturing, and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are-everything spirit to the test as your career continues to grow. 
<h3>Company Description</h3>
We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meet their goals, skills, and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role in solving companies’ construction, manufacturing, and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are-everything spirit to the test as your career continues to grow.

Repair Technician

<h3>Job Description</h3>
Job DescriptionDescription:
Team Member
About the Company
Loop Neighborhood Market is based in Union City, Calif., with stores and stations across California. The company was founded in 1978 and develops real estate and owns and operates gas stations with convenience stores and car washes. Loop Neighborhood Market also has a wholesale division that delivers fuel to dealer locations in the market.
Join Our Growing Team at Loop Neighborhood Market!
Are you ready to be part of a dynamic, fast-growing organization that's reshaping the convenience store industry? Loop Neighborhood Market is an industry leader looking for passionate, customer-focused individuals to help us redefine the c-store experience.
Our mission is simple: to offer high-quality, better-for-you products, paired with exceptional customer service, and create a fantastic experience from the moment you walk into our stores. If you're motivated by innovation and have a passion for delivering outstanding service, we'd love to have you on our team.
Apply today and help us change the way people experience convenience!
Position Summary:
We are looking for all levels (including entry level) of hardworking, dedicated, customer focused individuals who enjoy interacting with customers and helping make a difference in the world. We offer both full-time and part-time careers for all three shifts (first, second, or third) allowing employees the flexibility to work a schedule that best fits in with their lifestyle. Our company stives to provide employees the with opportunity to develop their skills while giving them room to grow within the organization.
Our Team Members are responsible for ensuring the smooth operation of the station during their shift, as defined by company policy. This includes contributing to the increased profitability and growth of the store and guaranteeing our customers’ needs are met every step of the way. We empower our employees to step outside the box to offer best-in-class service to all of our customers, each and every day.
We expect all our Team Members to embody our Core Values: People, Teamwork, Communication, Training, Results Matter, Fun, Customer Centered and Safety. We all win as one. Living our brand is a critical component for all of our roles.
Below is a general outline of some of the roles and responsibilities expected of our Team Members (this list is not all inclusive):
Primary Responsibilities:
<ul>
<li>Managing the cash register throughout the shift, ensuring the money stays balanced and customers are assisted in a fast and accurate manner</li>
<li>Stocking products on shelves and making sure the store looks clean and professional at all times</li>
<li>Ensuring prompt, efficient and courteous customer service to store customers, vendors, and staff at all times</li>
<li>Maintaining a clean, customer friendly environment in the store and surrounding property</li>
<li>Troubleshooting and resolving car wash related issues as needed</li>
<li>Preparing shift reports at the end of the shifts as per company guidelines</li>
<li>Crossing and upselling store products and sales to assist in increasing store sales</li>
<li>Escalating all high-priority issues to their immediate manager</li>
<li>Additional duties as assigned</li>
</ul>
Requirements and Qualifications:
<ul>
<li>Must be able to work a flexible schedule as needed</li>
<li>Communicate verbally and in writing with various management on store operations in a quick timeline, especially if there are any changes or items that may adversely affect the store’s operations</li>
<li>Ability to read, understand, and write in the English language</li>
<li>Perform basic math including proper calculation of change, etc.</li>
<li>Have the ability to validate identification prior to selling tobacco and/or alcohol (as required under applicable laws and regulations)</li>
<li>Can lift up to 50 pounds</li>
<li>Ability to climb ladders as needed</li>
<li>Ability to remain calm and respond to emergencies according to policies and procedures defined by company guidelines</li>
<li>Tolerate exposure to gasoline fumes and cleaning products</li>
<li>Ability to work in various temperature environments (coolers, outside in various weather conditions, and in the station)</li>
</ul>
Employee Incentives:
<ul>
<li>Employees that are with us for 6 months to 3 years = 0.10 cents off a gallon of fuel</li>
<li>Employees that are with us for 3 years to 5 years = 0.30 cents off a gallon of fuel</li>
<li>Employees that are with us for 5+ years = 0.40 cents off a gallon of fuel</li>
<li>MAXIMUM 20 GALLONS AND 2 FILL UPS PER WEEK</li>
</ul>
Additional Info:
<ul>
<li>Must be 18+ years old to work 1st and 2nd shift</li>
<li>Minimum of 21 years old to work 3rd shift</li>
</ul>
Disclaimer: The list of requirements, duties, and responsibilities listed above is by no means a complete list. It is merely a general summary of the position described. Management reserves the right to revise or change this position description at any time.
** The company reserves the right to run background checks as a condition of employment
Salary Description
$17.55 - $19.00/per hour
Requirements:

Team Member

<h3>Job Description</h3>
Job Description
WHO WE ARE:
Aveanna Healthcare, a leading provider of skilled in-home nursing care for patients. We are currently looking for a passionate, empathetic, motivated, and COMMITTED individual to fill our Licensed Vocational Nurse (LVN) and Registered Nurse (RN) Positions! Our success is largely based upon hiring ambitious team members who provide outstanding customer care.
JOB DESCRIPTION: 
The nurse is responsible for providing direct patient care under the supervision of a Registered Nurse. Responsibilities include following the plan of care, providing treatments, and working collaboratively with the members of the team to help meet positive patient care outcomes.
WHAT AVEANNA OFFERS:
<ul>
<li>WEEKLY pay (competitive rate).</li>
<li>Be EMPOWERED by working INDEPENDENTLY with a FLEXIBLE work schedule.</li>
<li>BENEFITS: Medical, Dental, Vision, vacations/sick days, life insurance, and 401(k) after meeting full-time hours.</li>
<li>Generous referral BONUSES.</li>
<li>Lunch and Learn G-tube, Ventilator, Trach Refresher Training, and MORE.</li>
<li>Low cost/free CEU’s.</li>
<li>24-hour on-call support</li>
<li>One-on-one clinical development.</li>
<li>FUN, POSITIVE, and PROFESSIONAL work environment.</li>
<li>Employee appreciation event &amp; employee recognition.</li>
<li>Weekly core values newsletter, paid training &amp; orientation.</li>
</ul>
LICENSED VOCATIONAL NURSE (LVN) RESPONSIBILITIES:
<ul>
<li>Provides direct patient care as defined in State’s Nurse Practice Act.</li>
<li>Implements plan of care initiated by the Registered Nurse.</li>
<li>Provides accurate and timely documentation consistent with the plan of care.</li>
<li>Assesses and provides patient and family/caregiver education and information pertinent to diagnosis and plan of care.</li>
<li>Prepares and coordinates clinical notes and progress notes.</li>
</ul>
LICENSED VOCATIONAL NURSE (LVN) QUALIFICATIONS:
<ul>
<li>Current CA Vocational Nurse License.</li>
<li>1 year of experience is PLUS.</li>
<li>Pediatric experience is PLUS.</li>
<li>We accept NEW GRADS</li>
<li>PAID shadow shifts and online training</li>
<li>Current PPD or chest x-ray if applicable.</li>
<li>Current State license, CPR certification and valid driver's license (local travel required).</li>
</ul>
If you feel that you are a match or have any questions for our Licensed Vocational Nurse (LVN) opening or Registered Nurse opportunities we welcome you to submit your resume. You may reach us at 510-568-2201 or email us at <a href="mailto:oaklandpdn@aveanna.com" target="_blank">oaklandpdn@aveanna.com</a>
Company DescriptionAveanna Healthcare, we provide skilled nursing and care to patients in their home setting. We are the hearts of our caregivers and trusted by our families! 
<h3>Company Description</h3>
Aveanna Healthcare, we provide skilled nursing and care to patients in their home setting. We are the hearts of our caregivers and trusted by our families!

Licensed Vocational Nurse Needed

<h3>Job Description</h3>
Job Description
We are an established, family owned wealth management firm located in the Bay Area with an extensive 30 year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families, business owners, and high net worth individuals. Currently serving 300 households, we help them to reach their financial and life goals, with an emphasis on providing excellent service and having deep client relationships. Clients choose us for our expertise and our commitment to remaining a local firm, and they stay with us because of the outstanding service and trusted, high-quality advice they receive. We are a small team with two primary advisors. We’ve had a history of tenure in our employees and want to be sure we find someone who wants to be with us and in this role for an extended period.
We are looking for an experienced Client Service Associate. The role is diverse and will include client-specific, account-specific, and general business functions. In addition to having working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to problem solve, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible. The right person for this role will be thoughtful, love to help others, and excited to own and enhance the client experience.
Responsibilities
<ul>
<li>Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as needed</li>
<li>Answer, screen, and route phone calls, assisting directly or taking messages as appropriate</li>
<li>Meet and greet visitors to the office, with a high degree of customer service</li>
<li>Research information needed for client meetings; prepare documents, notes, reports, and presentation materials as requested</li>
<li>Prepare investment and account paperwork and manage the transfer of assets</li>
<li>Process various client service items, including withdrawals, beneficiary changes, etc.</li>
<li>Follow up with clients verbally and in writing to obtain required information</li>
<li>Compile physical and digital documentation for clients and prospects; download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping</li>
<li>Manage RMD process</li>
<li>Handle all inbound and outbound mail for the office, quickly processing time sensitive documents</li>
<li>Maintain client records in database, including documentation of phone calls and conversations</li>
<li>Assist with marketing initiatives; birthday cards for clients, quarterly performance reporting, annual client gifts, planning workshops and events, and support social media efforts, with an opportunity to take initiative and find new and unique ways for client appreciation</li>
<li>General office and building management; order supplies, prepare conference room, coordinate with vendors, etc.</li>
<li>Maintain compliance records such as advisor continuing education, gift logs, correspondence logs, etc.</li>
<li>Ad-hoc project assistance for advisors and others</li>
<li>Increased responsibilities over time as your knowledge of the business expands</li>
<li>Other duties as assigned</li>
</ul>
Qualifications
<ul>
<li>Minimum of 5 years of progressive client service and operations experience in wealth management, financial planning or banking</li>
<li>Bachelor’s degree highly preferred; may consider non-degreed candidates with more than 5+ years experience</li>
<li>Excellent follow-through and communication regarding status of open items</li>
<li>Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner</li>
<li>Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence</li>
<li>Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions</li>
<li>Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues</li>
<li>Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions</li>
<li>Able to work independently with limited direct supervision</li>
<li>CRM Software experience required; Redtail knowledge highly preferred</li>
<li>Industry-specific software/platform experience preferred; our accounts are held at NFS/Fidelity (Wealthscape), and we use eMoney and OneView (Albridge) systems for reporting and analysis</li>
<li>Advanced Technology Skills and use of MS Office (Outlook, Word, PowerPoint, Excel, Teams)</li>
</ul>
Compensation &amp; Benefits
<ul>
<li>Base compensation of $80,000-$95,000, depending on experience</li>
<li>Bonus potential based on firm and individual performance</li>
<li>401k with up to 3% match</li>
<li>PTO and paid holidays</li>
<li>Remote work flexibility on Fridays after training period</li>
</ul>

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