<p>We’re looking for an IT Manager with manufacturing experience to keep our systems running smoothly, securely, and on time—just like our production lines. This role will lead IT operations, support plant and corporate users, and partner closely with manufacturing, engineering, and leadership teams. You’ll oversee infrastructure, applications, vendors, and projects while translating business needs into practical, reliable technology solutions. Experience in manufacturing environments is a must, along with strong leadership, problem‑solving, and communication skills. Bonus points if you can fix a system issue before production notices—and still keep your cool when something inevitably breaks at 4:59 PM.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead and support IT operations in a manufacturing environment (ERP, networks, systems, security)</li><li>Partner with plant and business leaders to improve efficiency, uptime, and data visibility</li><li>Manage vendors, projects, and continuous improvement initiatives</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>IT management experience in manufacturing or industrial settings</li><li>Strong understanding of ERP systems, infrastructure, and shop‑floor technology</li><li>A calm, solutions‑first mindset (and a sense of humor helps)</li></ul><p><br></p>
<p>Law firm located near Portsmouth, NH is actively looking to hire a personal injury associate to join their firm. Candidates should have 1-3 years or practice experience in the personal injury practice and must hold an active NH bar license and have strong research and writing abilities. </p>
We are looking for a dedicated and detail-oriented Legal Assistant to join our team in Portland, Maine. This long-term contract position is ideal for someone who is passionate about the legal industry and thrives in a collaborative, meticulous environment. The role involves providing exceptional support to attorneys and clients while managing multiple tasks efficiently.<br><br>Responsibilities:<br>• Assist with estate planning, estate administration, probate litigation, and trust administration tasks.<br>• Perform e-filing and manage court filings accurately and on time.<br>• Maintain and update calendars to ensure deadlines and appointments are met.<br>• Collaborate with attorneys and team members to ensure smooth workflow and high-quality deliverables.<br>• Provide exceptional client service by addressing inquiries and ensuring clear communication.<br>• Prepare legal documents and correspondence using advanced computer skills.<br>• Organize and manage case files to ensure easy accessibility and compliance.<br>• Support project management efforts by prioritizing tasks and adhering to timelines.<br>• Conduct research and gather information relevant to legal cases.<br>• Ensure all work is completed in a thorough and timely manner, meeting high standards of quality.
We are looking for an experienced Audit Senior to join our team in Dracut, Massachusetts. This role offers an exciting opportunity to work with individual and nonprofit clients, providing high-quality tax preparation and advisory services. The ideal candidate will have a strong background in public accounting and a keen attention to detail, ensuring compliance and accuracy in all engagements.<br><br>Responsibilities:<br>• Prepare and review individual tax returns, including complex filings, ensuring accuracy and compliance with regulations.<br>• Handle nonprofit-related tax filings, such as Form 990, while maintaining meticulous attention to detail.<br>• Oversee multiple client engagements simultaneously, particularly during peak seasons.<br>• Collaborate directly with clients to collect necessary information and offer thorough guidance.<br>• Utilize UltraTax software for efficient tax preparation, review, and workflow management.<br>• Conduct tax research to address client-specific issues and deliver practical recommendations.<br>• Mentor less experienced staff members, offering support and reviewing their work to ensure quality standards are met.
<p>Robert Half has partnered with an established VC investment group to locate a hands-on <strong>CFO</strong> in <strong>Portland, Maine. (on-site)</strong></p><p><br></p><p>The ideal <strong>Chief Financial Officer </strong>candidate will have the following skills and experience:</p><p><br></p><ul><li>Bachelors or Masters Degree in Finance, Accounting, Business or related field.</li><li>CPA preferred</li><li>M& A experience (mergers & acquisitions)</li><li>SBIC regulatory filing experience</li><li>10+ years' experience in finance/accounting</li><li>Hands-on General Ledger Accounting (GAAP)</li><li>Budgeting and Financial Analysis</li><li>Advanced Excel</li></ul><p><br></p><p>Employer offers full benefits including: 401k with generous match, health, dental, vision, paid vacation and holidays.</p><p><br></p><p>For consideration, please apply online with resume:</p><p>Jennifer Thompson</p><p>Robert Half Finance & Accounting - Permanent Placement</p>
<p>We are looking for a dedicated HIMs Clerk to join our healthcare team in Lawrence, Massachusetts. In this role, you will play a key part in managing medical records, ensuring accurate documentation, and supporting the organization’s operational needs. This is a long-term contract position requiring onsite work Monday through Friday.</p><p><br></p><p>Responsibilities:</p><p>• Perform accurate scanning and indexing of medical records, with a focus on birth certificates.</p><p>• Prepare documents for processing by organizing and verifying their completeness.</p><p>• Maintain compliance with TRICARE and other healthcare regulations during record management.</p><p>• Collaborate with team members to ensure timely and efficient handling of medical records.</p><p>• Address offshore and onsite data management needs as required.</p><p>• Ensure the security and confidentiality of patient information.</p><p>• Utilize electronic systems to support the organization’s medical recordkeeping processes.</p><p>• Assist in resolving discrepancies or issues related to documentation and indexing.</p><p>• Provide support in maintaining the accuracy and accessibility of the hospital’s records system. Robert Half is seeking a detail-oriented <strong>Health Information Clerk</strong> to support a premier healthcare client in an onsite, metrics-driven role. This <strong>contract-to-permanent opportunity</strong> is ideal for candidates with prior experience in <strong>high-volume records processing</strong> and a strong commitment to accuracy, productivity, and compliance. The Health Information Clerk will play a critical role in maintaining the integrity, organization, and accessibility of patient health records.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately <strong>image, scan, index, and process clinical documentation</strong> in accordance with healthcare and regulatory standards.</li><li><strong>Process birth certificates</strong> and related documentation with strict adherence to confidentiality and accuracy requirements.</li><li>Maintain and meet established <strong>productivity metrics</strong>, including pages scanned per hour and records processed per day.</li><li>Ensure proper <strong>organization, labeling, and quality control</strong> of electronic and paper medical records.</li><li>Identify and resolve documentation discrepancies while maintaining data integrity.</li><li>Follow HIPAA guidelines and organizational policies to protect <strong>patient privacy and sensitive health information</strong>.</li><li>Collaborate with internal departments to support timely and efficient medical records workflows.</li></ul><p><br></p>
<p>We’re searching for a <strong>Project Manager</strong> to lead cross-functional initiatives in our electronics manufacturing operations. This role is responsible for driving project execution from concept through delivery, ensuring timelines, budgets, and quality standards are met.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage end-to-end project lifecycle for manufacturing and engineering initiatives.</li><li>Coordinate with design, production, supply chain, and quality teams.</li><li>Track milestones, mitigate risks, and report progress to stakeholders.</li><li>Ensure compliance with industry standards and customer requirements.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Proven experience managing projects in electronics manufacturing or a related industry.</li><li>Strong organizational and communication skills.</li><li>Familiarity with project management tools and methodologies (e.g., Agile, Waterfall).</li><li>PMP certification is a plus.</li></ul><p><br></p>
<p>We’re searching for a <strong>Project Manager</strong> to lead cross-functional initiatives in our electronics manufacturing operations. This role is responsible for driving project execution from concept through delivery, ensuring timelines, budgets, and quality standards are met.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage end-to-end project lifecycle for manufacturing and engineering initiatives.</li><li>Coordinate with design, production, supply chain, and quality teams.</li><li>Track milestones, mitigate risks, and report progress to stakeholders.</li><li>Ensure compliance with industry standards and customer requirements.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Proven experience managing projects in electronics manufacturing or a related industry.</li><li>Strong organizational and communication skills.</li><li>Familiarity with project management tools and methodologies (e.g., Agile, Waterfall).</li><li>PMP certification is a plus.</li></ul><p><br></p>
<p>We are looking for a skilled Project Manager - Operations to oversee and optimize operational processes for our team in Salem, New Hampshire. This role requires strong leadership, attention to detail, and the ability to drive results in a dynamic environment. As a long-term contract position, it offers an excellent opportunity for professionals seeking stability while contributing to meaningful projects.</p><p><br></p><p>Responsibilities:</p><p>• Lead and coordinate operational projects to ensure they are completed on time and within scope.</p><p>• Develop and implement strategies for improving operational efficiency and effectiveness.</p><p>• Manage procurement processes, including the creation of purchase orders.</p><p>• Oversee logistics operations to ensure smooth delivery and distribution.</p><p>• Collaborate with cross-functional teams to integrate applications and systems.</p><p>• Provide ongoing support for operational functions to maintain workflow consistency.</p><p>• Facilitate change management processes to adapt to evolving business needs.</p><p>• Monitor project progress and report on key outcomes to stakeholders.</p><p>• Identify potential risks and implement mitigation strategies to ensure project success.</p><p>• Maintain clear and effective communication with team members and external partners.</p>
We are looking for a detail-oriented Staff Accountant to join our team in Saugus, Massachusetts. This is a contract position offering an opportunity to contribute to essential accounting functions while working with a dedicated team. The ideal candidate will possess a strong understanding of accounting principles and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Perform month-end closing activities, ensuring accurate and timely financial reporting.<br>• Reconcile bank accounts, credit card statements, and other financial records.<br>• Manage general ledger entries and adjustments to maintain accurate account balances.<br>• Prepare and review accrual accounting schedules and reports.<br>• Utilize ERP systems such as Dynamics 365 Business Central and Great Plains for accounting tasks.<br>• Collaborate with the team to reconcile and integrate data into the accounting system.<br>• Analyze financial data to identify discrepancies and propose corrective actions.<br>• Prepare adjusting journal entries to support accurate financial statements.<br>• Assist in maintaining compliance with accounting standards and regulations.<br>• Use advanced Excel formulas and Office tools to streamline accounting processes.
We are looking for an experienced Controller to join our team on a contract basis in Newburyport, Massachusetts. In this role, you will play a pivotal part in stabilizing our site-level accounting and financial operations while ensuring the continuity of critical processes. This is a contract position designed for 6-12 months, providing an excellent opportunity to contribute to key financial functions and collaborate with leadership.<br><br>Responsibilities:<br>• Oversee the monthly financial close process, including journal entries, account reconciliations, and financial reporting.<br>• Develop and monitor key performance indicators (KPIs) and metrics at the site level.<br>• Prepare detailed financial presentations for site leadership teams and provide ad hoc analyses as needed.<br>• Conduct cost accounting and gross margin analysis in collaboration with sales and operations teams.<br>• Manage job costing for capital sales, ensuring accurate cost allocation and supporting invoicing processes.<br>• Analyze manufacturing costs and variances to identify opportunities for improvement and efficiency.<br>• Act as a trusted financial advisor to operations, sales, and site leadership, providing actionable insights to support decision-making.<br>• Document standard operating procedures (SOPs), workflows, and system processes to ensure clarity and repeatability.<br>• Identify and implement process improvements within existing financial systems to enhance operations.<br>• Support the stability of current financial systems and provide input for potential future system implementations.
<p>Our client, a successful banking institution, is seeking a Legal Administrative Specialist to join their team in Saco, Maine. In this role, you will provide essential legal support to the Director of Legal across various areas, including commercial loans, real estate transactions, and litigation matters. The ideal candidate will have a proactive approach to problem-solving, exceptional organizational skills, and a strong ability to manage deadlines effectively.</p><p><br></p><p><strong>Location: </strong>Saco, ME</p><p><strong>Schedule: </strong>Hybrid (3 days in office, 2 days remote)</p><p><strong>Salary: </strong>$70,000 - $85,000 (depending on experience) + amazing benefits</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft and process legal documents related to commercial loan closings and real estate transactions, ensuring accuracy and completeness.</li><li>Support litigation matters by preparing pleadings, discovery, and related filings; coordinate with outside counsel as needed.</li><li>Communicate and coordinate with outside counsel, real estate brokers, title companies, and municipalities.</li><li>Track active matters, deadlines, and follow-ups to maintain efficient workflow and organization.</li><li>Prepare correspondence and sensitive materials with a high level of accuracy, timeliness, and discretion.</li><li>Maintain organized paper and electronic filing systems to ensure accessibility and compliance.</li><li>Support daily Legal Department operations, including scheduling, calls, and special projects.</li><li>Conduct legal and factual research to support departmental initiatives and case matters.</li><li>Collaborate cross-functionally with lending, compliance, and operations teams to ensure seamless processes.</li><li>Ensure compliance with internal policies, banking regulations, and professional standards.</li></ul>
We are looking for a detail-oriented Accounts Payable Clerk to join our team in Danvers, Massachusetts. In this Contract to permanent role, you will play a vital part in ensuring accurate and timely processing of financial transactions. This position offers an excellent opportunity to contribute to the efficiency of our accounting operations while growing within the organization.<br><br>Responsibilities:<br>• Process and verify invoices, ensuring accuracy and compliance with company policies.<br>• Prepare and execute check runs in a timely manner.<br>• Assist in managing accruals to support accurate financial reporting.<br>• Collaborate with the accounting team to complete month-end close activities.<br>• Resolve discrepancies and respond to vendor inquiries promptly.<br>• Maintain organized records of accounts payable transactions for auditing purposes.<br>• Monitor payment schedules to avoid late fees and ensure timely disbursements.<br>• Support the implementation of best practices to improve accounts payable processes.<br>• Generate financial reports related to accounts payable as needed.<br>• Ensure adherence to all financial regulations and internal controls.
We are looking for a detail-oriented Data Entry Clerk to join our team in Merrimack, New Hampshire. In this long-term contract role, you will play a key part in maintaining accurate and organized records, ensuring data integrity, and supporting the team with essential administrative tasks. This position requires excellent typing skills and a strong commitment to precision.<br><br>Responsibilities:<br>• Input and update data into computer systems with a high level of accuracy.<br>• Verify the accuracy of data entries to ensure consistency and reliability.<br>• Maintain organized records and digital files for easy retrieval.<br>• Perform routine audits to identify and correct data discrepancies.<br>• Collaborate with team members to support data management and reporting needs.<br>• Handle numeric and alphanumeric data entry tasks efficiently.<br>• Follow established procedures and guidelines to meet deadlines.<br>• Utilize computer software and tools to complete data entry tasks effectively.<br>• Provide administrative support as needed to enhance team efficiency.<br>• Maintain confidentiality and security of sensitive information.
<p>We’re looking for a Principal Java Developer to lead the design and development of high‑performance applications in a modern, containerized environment. In this role, you’ll drive architectural decisions, mentor the engineering team, and own the full development lifecycle from concept to deployment.</p><p><br></p><p><strong>What You’ll Bring:</strong></p><ul><li>Deep expertise in Java and modern Java frameworks</li><li>Strong experience deploying code to containerized environments (Docker, Kubernetes, etc.)</li><li>Background in building scalable, cloud‑ready services</li><li>Ability to lead technical strategy and guide engineering best practices</li></ul><p>If you thrive in a hands‑on leadership role and enjoy building robust, container‑first systems, we’d love to connect. Apply today!</p>
We are looking for an experienced Finance Manager to oversee financial planning and analysis functions within a dynamic organization. This role involves key responsibilities such as budgeting, forecasting, and financial modeling, as well as preparing detailed management and investor reports. This is a Contract to permanent position based remotely, with the opportunity to collaborate with stakeholders and contribute to the company’s financial success.<br><br>Responsibilities:<br>• Develop and maintain accurate financial models to support strategic decision-making processes.<br>• Lead the preparation and analysis of budgets and forecasts to ensure alignment with organizational goals.<br>• Manage month-end close procedures and ensure timely financial reporting.<br>• Create comprehensive reports for management and investors, providing insights into financial performance.<br>• Conduct in-depth financial analysis to identify trends and opportunities for improvement.<br>• Collaborate with cross-functional teams to gather data and ensure consistency in financial documentation.<br>• Utilize QuickBooks Online and Microsoft Excel to streamline accounting and reporting processes.<br>• Support compliance with financial regulations and company policies.<br>• Identify ways to optimize financial systems and processes for improved efficiency.<br>• Provide guidance and mentorship to entry level finance team members, fostering a collaborative environment.
We are looking for an experienced Contracts Attorney to join our team on a long-term contract basis in Peabody, Massachusetts. In this role, you will focus on reviewing and negotiating commercial service contracts and software agreements. This position requires strong attention to detail and the ability to collaborate effectively with internal teams and external clients.<br><br>Responsibilities:<br>• Analyze and review commercial service contracts and software agreements to ensure compliance with legal standards and organizational policies.<br>• Negotiate terms and conditions with clients, vendors, and other stakeholders to align agreements with business objectives.<br>• Collaborate with team members and clients to address contract-related inquiries and resolve issues efficiently.<br>• Utilize tools such as Ironclad, Microsoft Office Suite, and Salesforce to manage contract processes and documentation.<br>• Advise on legal and contractual risks, providing guidance to ensure informed decision-making.<br>• Conduct thorough research to support contract negotiations and ensure adherence to applicable laws.<br>• Draft, revise, and finalize agreements to meet organizational and client requirements.<br>• Maintain accurate records of contract negotiations and updates for compliance and reference purposes.<br>• Train and assist colleagues in utilizing legal and contract management software effectively.<br>• Communicate with clients and employees across different locations to ensure seamless contract processes.
<p>We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in Chelmsford, Massachusetts. This role involves providing support for financial operations, ensuring accuracy in accounting processes, and utilizing Sage 300 Timberline for billing and job cost modules.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage journal entries with precision and attention to detail.</p><p>• Maintain the general ledger to ensure accurate financial reporting.</p><p>• Process AIA billing efficiently, adhering to established guidelines.</p><p>• Utilize Sage 300 Timberline software for billing and job cost management.</p><p>• Reconcile accounts to ensure financial data is accurate and up-to-date.</p><p>• Assist in monthly and year-end closing procedures to meet deadlines.</p><p>• Generate financial reports and statements for review by management.</p><p>• Support audit processes by providing necessary documentation and information.</p><p>• Collaborate with team members to streamline accounting operations.</p><p>• Monitor and resolve discrepancies in financial records promptly.</p>
<p>We are looking for a dedicated and experienced Director of Human Resources to lead all aspects of HR operations at our organization in Ward Hill, Massachusetts. This role is pivotal in fostering employee engagement, facilitating communication, and ensuring compliance with HR policies and procedures. The ideal candidate will be approachable, organized, and capable of working collaboratively with team members across all levels of the company.</p><p><br></p><p>Must be bilingual in Spanish / English </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee daily HR operations, including onboarding, offboarding, personnel record management, and HRIS system administration.</li><li>Serve as a trusted resource for employees and managers by addressing employee relations issues, conducting investigations, and ensuring consistent application of company policies.</li><li>Manage recruitment efforts, including posting job openings, reviewing resumes, coordinating interviews, and maintaining communication with candidates.</li><li>Draft and distribute internal communications to keep employees informed about company updates and announcements.</li><li>Facilitate performance review processes, supporting managers in delivering feedback and fostering employee development.</li><li>Monitor and ensure compliance with HR regulations, including affirmative action requirements, audits, and mandatory reporting.</li><li>Analyze HR metrics and dashboards to identify trends, promote improvement, and highlight key areas of success.</li></ul>
<p>We are looking for a Vendor Management Analyst to join our team in Bedford, NH, on a long-term contract basis. In this role, you will oversee the evaluation and management of third-party vendors to ensure compliance with industry regulations and organizational standards. This position offers an excellent opportunity to work within the banking sector, collaborating with stakeholders and addressing vendor-related risks to maintain operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough due diligence and regular reviews of third-party vendors to ensure adherence to compliance standards.</p><p>• Collaborate with the Risk & Compliance team to align third-party risk management practices across the organization.</p><p>• Assess vendor-related risks and provide recommendations to mitigate potential issues.</p><p>• Build and maintain strong relationships with external vendors and internal teams to facilitate smooth operations.</p><p>• Prepare detailed reports and presentations on vendor performance, risk assessments, and compliance findings for leadership review.</p><p>• Monitor vendor activities to identify and address fraud-related risks.</p><p>• Implement anti-money laundering (AML) practices and ensure vendors comply with regulatory requirements.</p><p>• Perform compliance risk assessments and evaluate vendor adherence to FFIEC guidelines.</p><p>• Develop strategies to identify and prevent potential fraud in vendor activities.</p><p>• Support issue resolution processes by coordinating with vendors and internal departments.</p>
The Contract Administrator will handle all aspects of contract management (federal, state, municipal, GPO, university and consortium contracts) including drafting, reviewing, negotiating, and providing interpretation to management and staff. Familiarity with legal requirements, terms and conditions, and the ability to maintain organized and detailed records are essential. Additionally, this role involves accurately analyzing, reviewing, and processing quote requests for bids and proposals in compliance with product specifications. The Contract Administrator ensures accurate bid responses, order processing, and successful negotiation and coordination of awarded contracts. This position requires strong analytical skills, attention to detail, and the ability to collaborate with internal and external stakeholders to ensure contract compliance and customer satisfaction.<br><br><br>DUTIES AND RESPONSIBILITIES<br><br>• Maintain and manage the administration of all universities, consortium, government, purchase agreements and group purchasing organization (GPO) contracts such as Vizient, Premier, E& I, etc. This includes supporting active negotiations and support of new contracts and contract renewals<br>• Analyze and mitigate potential risks that contract changes may pose to the organization<br>• Ensure contracts are executed in accordance with corporate strategies and budget guidelines<br>• Maintaining detailed and up-to-date contracts records and documentation <br>• Ensure that contracts and proposals are properly entered into organizational databases and securely maintained. Review and support process contract renewals, product additions/removals, and price change notifications for group purchasing agencies, universities, and government entities<br>• Negotiate contract terms with internal and external business partners<br>• Prepare monthly/quarterly fee reporting, as required, for GPO / government entities. Ensure all deadlines and conditions described in contracts are met (e.g. payments and shipping)<br>• Accurately reviews and responds to all written and verbal requests made by contractors, customers, or sales representatives for requests for RFQ’s, bids & quotes and proposals in accordance with specifications in a timely manner<br>• Enters requests (i.e. case calls) to engineering for any special modification required in RFQ’s.<br>• Respond promptly and accurately to correspondence; follow up on contractor orders for units and parts, including requests for drawings, reviews of contractual terms and conditions, shipping dates and delivery, performance bonds, certificates of insurance, OSHA and union requirements, if any and special billing forms, etc.<br>• Coordinate and provide timely follow up with sales representatives on all quotes or for firm contract job orders, as per the RFQ specified unit specifications<br>• Prepare all closeout documentation to ensure payment of retainage<br>• Prepare and maintain a bids in process spreadsheet. Provide weekly updates and monthly metrics on bid processing status.<br>• Ensure timely updates to the CRM system by providing the Salesforce Administrator with current price lists for GPOs, universities, consortiums, and GSA, including aftermarket pricing
We are looking for a detail-oriented Staff Accountant to join our team in Kennebunk, Maine. This role is essential in ensuring the accuracy of financial transactions, preparing comprehensive reports, and maintaining compliance with accounting standards and company policies. The ideal candidate will bring strong analytical skills and a commitment to excellence in financial operations.<br><br>Responsibilities:<br>• Record and reconcile financial transactions such as accounts payable, accounts receivable, bank reconciliations, and general ledger entries.<br>• Process vendor invoices, expense reports, and ensure accurate coding and approval procedures.<br>• Maintain accurate financial records for multiple properties, including tracking income, expenses, and utility bills.<br>• Support month-end and year-end closing processes by preparing journal entries, accruals, and reconciliations.<br>• Generate timely financial statements, including balance sheets, income statements, and cash flow reports.<br>• Conduct audits to verify compliance with accounting standards and company policies.<br>• Assist with regulatory reporting and tax filings, ensuring all deadlines are met.<br>• Identify and implement process improvements to enhance efficiency and accuracy in financial operations.<br>• Collaborate effectively with team members to ensure smooth financial workflows.<br>• Perform additional tasks as assigned by the supervisor.
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Woburn, Massachusetts. This role involves providing essential support to ensure the smooth operation of daily administrative tasks. If you thrive in a fast-paced environment and have excellent organizational skills, we encourage you to apply. <br> Responsibilities: • Responsible for handling incoming client calls, answering questions, and assisting them with navigating our portal. • Download, track, and organize necessary documents. • Assist with outbound client calls and document retrieval. • Scan, upload, and organize client documents. • Maintain accurate and well-organized client info within company database. • Coordinate and schedule client calls and appointments for internal team • Office calendar support and schedule/order office lunches. • Provide administrative support during peak busy season and throughout the year. • Participate in off-season training to support more complex tax administrative tasks.
<p>We are looking for a Certified Financial Planner (CFP) to join our team in Concord, New Hampshire. In this role, you will deliver personalized financial planning services to individuals and families, ensuring they are equipped to make informed decisions and achieve their long-term financial goals. You will work collaboratively with advisors while adhering to fiduciary principles and fostering strong, trust-based relationships with clients.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Develop tailored financial plans that address clients' individual goals and circumstances.</p><p>• Collaborate with advisors to ensure client needs are met with fiduciary care and transparency.</p><p>• Build and nurture long-term relationships with clients, maintaining regular communication to adapt plans as needed.</p><p>• Conduct thorough assessments of clients' financial situations, including investments, savings, and income.</p><p>• Provide expert guidance on financial strategies, including retirement planning, portfolio management, and wealth preservation.</p><p>• Stay updated on industry trends and regulatory changes to provide accurate and informed advice.</p><p>• Promote business growth by identifying new opportunities and cultivating client referrals.</p><p>• Maintain compliance with all financial regulations and standards in all practices.</p><p>• Utilize strong business development skills to expand the firm's client base.</p><p>• Assist clients in navigating complex financial decisions with clarity and confidence.</p>
