• Browse jobs
  • Find the right job type for you
  • Explore how we help job seekers
  • Finance and Accounting
  • Technology
  • Marketing and Creative
  • Administrative and Customer Support
  • Legal
  • Preview candidates
  • Contract talent
  • Permanent talent
  • Learn how we work with you
  • Executive search
  • Finance and Accounting
  • Technology
  • Marketing and Creative
  • Administrative and Customer Support
  • Legal
  • Technology
  • Risk, Audit and Compliance
  • Finance and Accounting
  • Digital, Marketing and Customer Experience
  • Legal
  • Operations
  • Human Resources
  • 2025 Salary Guide
  • Demand for Skilled Talent Report
  • Building Future-Forward Tech Teams
  • Job Market Outlook
  • Press Room
  • Salary and hiring trends
  • Adaptive working
  • Competitive advantage
  • Work/life balance
  • Diversity and inclusion
  • Browse jobs Find your next hire Our locations
    ;

    21 results for Order Entry Specialist in Miami, FL

    RelevanceDate Posted
    Create a Job Alert
    Email me about new Order Entry Specialist jobs in Miami, FL
    Are you sure you want to pass on this job?

    Job Title: Order Processing Specialist

    Location: Miami-Dade Area

    Job Description:

    We are seeking a detail-oriented Order Processing Specialist to manage and process customer orders accurately and efficiently. The ideal candidate will have strong data entry skills, excellent organizational abilities, and experience with order management systems.

    Key Responsibilities:

    • Process and verify customer orders in a timely manner
    • Ensure order accuracy, including pricing, quantities, and shipping details
    • Communicate with customers regarding order status, delays, or issues
    • Coordinate with warehouse and shipping teams for order fulfillment
    • Maintain accurate records of transactions and inventory updates
    • Resolve order discrepancies and customer inquiries promptly


    Qualifications:

    • 1+ years of experience in order processing, customer service, or a related field
    • Strong data entry and organizational skills
    • Proficiency in order management systems and Microsoft Office (Excel)
    • Excellent communication and problem-solving abilities
    • Ability to multitask in a fast-paced environment

    Please a copy of your resume to brenda.arce@roberthalf

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    21 results for Order Entry Specialist in Miami, FL

    Order Processing- EDI <p><strong>Job Title: Order Processing Specialist</strong></p><p><strong>Location:</strong> Miami-Dade Area</p><p><strong>Job Description:</strong></p><p>We are seeking a <strong>detail-oriented Order Processing Specialist</strong> to manage and process customer orders accurately and efficiently. The ideal candidate will have strong data entry skills, excellent organizational abilities, and experience with order management systems.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and verify customer orders in a timely manner</li><li>Ensure order accuracy, including pricing, quantities, and shipping details</li><li>Communicate with customers regarding order status, delays, or issues</li><li>Coordinate with warehouse and shipping teams for order fulfillment</li><li>Maintain accurate records of transactions and inventory updates</li><li>Resolve order discrepancies and customer inquiries promptly</li></ul><p><br></p> Data Entry <p>Do you consider yourself highly-motivated and skilled? You may be the perfect candidate for a Data Entry Clerk position offered through Robert Half. We are searching for a data-driven veteran who pays great attention to detail and looking to thrive in a dynamic, fast-paced environment. Intermediate experience in spreadsheets and proficiency in database management desired.</p><p> </p><ul><li>Impeccable attention to detail</li><li>In-depth knowledge of database systems</li><li>Working knowledge of spreadsheets and other word processing tools</li><li>Tactile dexterity</li><li>Strong ability to work quickly and accurately</li><li>General administration skills</li><li>Excellent verbal and written communication skills</li><li>Great interpersonal and customer service skills</li></ul><p><br></p> Order Processing We are offering a permanent employment opportunity for an Order Processing Specialist in North Miami Beach, Florida. This role involves the accurate and efficient processing of customer orders, coordination with various teams for smooth order fulfillment, and the resolution of any order discrepancies or customer concerns. <br><br>Responsibilities: <br><br>• Efficiently and accurately process customer orders<br>• Collaborate with warehouse, shipping, and customer service teams to ensure seamless order fulfillment<br>• Verify the details of orders, including pricing, quantities, and delivery information<br>• Maintain and update order records in the system<br>• Use your skills in Microsoft Excel and Word to organize files and manage data entry<br>• Utilize your 10 Key Skills to perform calculations related to order processing<br>• Handle customer inquiries and resolve any issues related to orders<br>• Use your experience with email correspondence to communicate effectively with customers and team members<br>• Scan and digitize relevant documents as part of the order processing workflow. E-Commerce Specialist We are offering a long-term contract employment opportunity for an E-Commerce Specialist in the retail industry, based in Hollywood, Florida. You will be instrumental in handling e-commerce operations, contributing to the development of strategies, overseeing website function, and managing product listings. Your role will also entail leading onsite marketing initiatives, conducting sales analysis, and optimizing conversion rates. <br><br>Responsibilities<br>• Design and implement comprehensive e-commerce strategies that align with our goals, encompassing product selection, pricing, promotions, and marketing campaigns.<br>• Ensure the smooth operation and user experience of our online store, providing a seamless customer journey.<br>• Manage online product listings, descriptions, and images, maintaining accurate information on the website. <br>• Spearhead website marketing efforts, including SEO and content marketing, to drive traffic and conversions.<br>• Monitor sales performance, analyze customer data, identify trends, and create reports to identify areas for enhancement.<br>• Deploy A/B testing and other optimization techniques to improve conversion rates on the website.<br>• Handle customer inquiries and resolve issues related to online orders and website functionality.<br>• Collaborate with warehouse teams to maintain accurate inventory levels and ensure timely order fulfillment.<br>• Stay abreast of the latest e-commerce technologies and platforms, recommending and implementing new tools to improve the online shopping experience.<br>• Lead a team of e-commerce specialists, including designers, developers, marketing professionals, and customer service representatives.<br>• Develop mobile commerce strategies and features to enhance the mobile shopping experience and capture the growing segment of mobile shoppers.<br>• Work closely with marketing, merchandising, and operations teams to align efforts, gather insights, and ensure consistent messaging across channels.<br>• Define and monitor key performance metrics related to e-commerce, such as revenue, conversion rates, average order value, and customer retention, using this data to drive product optimizations and enhancements. Desktop Support Specialist <p><strong>Job Summary</strong></p><p>We are seeking a <strong>Desktop Support Specialist</strong> to provide hands-on technical support for end-users, troubleshoot hardware and software issues, and maintain IT infrastructure. The ideal candidate will have strong problem-solving skills and a customer-focused approach to resolving technical challenges efficiently.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide <strong>onsite and remote</strong> support for desktops, laptops, printers, and other peripherals.</li><li>Troubleshoot and resolve <strong>hardware, software, and network connectivity issues</strong>.</li><li>Install, configure, and update <strong>Windows/macOS operating systems and applications</strong>.</li><li>Manage <strong>Active Directory accounts, group policies, and user permissions</strong>.</li><li>Support <strong>email systems (Microsoft Outlook, Office 365, or Google Workspace)</strong>.</li><li>Assist with <strong>VPN and remote access</strong> issues for employees working remotely.</li><li>Perform <strong>software installations, updates, and patches</strong>.</li><li>Maintain and troubleshoot <strong>SCCM, imaging, and deployment processes</strong>.</li><li>Set up and configure <strong>new user workstations and IT equipment</strong>.</li><li>Document issues, solutions, and IT procedures in the ticketing system.</li><li>Collaborate with other IT teams to escalate and resolve complex issues.</li><li>Provide basic training to users on IT best practices and security policies.</li></ul><p>Apply today for immediate consideration!</p> HR Specialist <p>Human Resources Specialist (Spanish-Speaking)</p><p><br></p><p>Sunrise, FL</p><p><br></p><p>Position Type: Full-Time, On-Site</p><p><br></p><p><u>Job Summary</u></p><p>We are seeking a dynamic and highly skilled Human Resources Specialist to join our client. This position is an integral part of our organization and will support a workforce of 100 employees. The ideal candidate will have 3-5 years of experience in human resources, be fluent in Spanish, and have proficiency in ADP Workforce Now software. As the sole HR professional in the facility, you will be responsible for overseeing the day-to-day HR operations, ensuring compliance with policies and regulations, and supporting the well-being of employees.</p><p><br></p><p><u>Key Responsibilities</u></p><p><br></p><p>Employee Relations & Support:</p><p>Serve as the primary point of contact for employee inquiries and concerns. Assist with resolving conflicts, addressing grievances, and fostering a positive work environment. Provide guidance to employees on company policies and procedures in both English and Spanish.</p><p><br></p><p>Recruitment & Onboarding:</p><p>Manage the full-cycle recruitment process, including job postings, candidate sourcing, conducting interviews, and hiring for various positions. Oversee the onboarding process, ensuring a smooth transition for new hires, including facilitating orientation and necessary training.</p><p><br></p><p>Payroll & Benefits Administration:</p><p>Process payroll using ADP Workforce Now software, ensuring accuracy and timely distribution. Administer employee benefits programs, including health, dental, and retirement plans, and answer questions regarding benefits enrollment and eligibility.</p><p><br></p><p>Compliance & Recordkeeping:</p><p>Ensure compliance with federal, state, and local employment laws and regulations. Maintain and update employee records, ensuring confidentiality and accuracy in line with company policies. Assist with audits and ensure proper documentation for HR-related activities.</p><p><br></p><p>Training & Development:</p><p>Coordinate employee training programs, ensuring all employees meet compliance requirements and receive necessary professional development. Assist with performance management, evaluations, and growth opportunities.</p><p><br></p><p><br></p><p><u>Experience</u></p><p>3-5 years of experience as an HR professional, with a solid understanding of HR principles, practices, and regulations. Experience managing HR processes in a standalone HR role is a plus.</p><p><br></p><p><u>Language Skills</u></p><p>Fluency in Spanish (written and spoken) is required to communicate effectively with all employees.</p><p><br></p><p><u>Software Skills</u></p><p>Proficiency with ADP Workforce Now software for payroll processing, reporting, and employee data management.</p><p><br></p><p><u>Education</u></p><p>Bachelor’s degree in Human Resources, Business Administration, or a related field preferred, but not required.</p><p><br></p><p><u>Knowledge & Skills</u></p><p>Strong knowledge of HR best practices, employment laws, and regulations. Excellent communication and interpersonal skills. Ability to work independently and manage multiple tasks in a fast-paced environment. Strong attention to detail and organizational skills.</p> Collections Specialist We are offering a contract employment opportunity for a Collections Specialist in the Service industry in Boca Raton, Florida. In this role, you will handle a variety of tasks related to customer credit processing and management. <br><br>Responsibilities: <br><br>• Efficiently and accurately process customer credit applications<br>• Maintain precise records of customer credit<br>• Resolve customer inquiries in a timely and detail oriented manner<br>• Monitor customer accounts and take appropriate actions as necessary<br>• Utilize LAWSON and SALESFORCE software for documentation purposes<br>• Handle collections for commercial companies<br>• Assist in catching up on overdue collections<br>• Notate software updates and changes with attention to detail<br>• Display confidence and initiative in handling contract challenges in collections. Technical Support Specialist We are offering a permanent employment opportunity for a Technical Support Specialist in Boca Raton, Florida, 33487, United States. As a Technical Support Specialist, you will be the first point of contact for our customers, installers, and distributors needing technical assistance with our products. You will also be responsible for facilitating new customer activations, ensuring proper configuration of modems and routers, and performing various technical support tasks as directed.<br><br>Responsibilities<br><br>• Serve as the primary technical contact, resolving customer issues related to our products<br>• Communicate effectively with customers and distributors to identify and resolve their technical problems<br>• Facilitate the activation of new customers and ensure their data is accurately entered into the company server<br>• Liaise with Internet companies to guarantee that modems and routers are correctly configured to work with our products<br>• Perform various technical support tasks as directed, ensuring efficient and effective resolution of all issues<br>• Provide assistance in installing and troubleshooting system and network problems<br>• Utilize skills in Android Development, Cisco Technologies, Computer Hardware, Dell Technologies, and Active Directory to provide comprehensive support<br>• Leverage knowledge of Apple Devices, Backup Technologies, Configuration Management, and Desktop Support to improve customer experience<br>• Deliver exceptional customer service, utilizing customer service software and call center customer service skills<br>• Ensure all technical tasks and customer interactions are conducted with strong attention to detail. Payroll Specialist We are inviting applications for the role of Payroll Specialist, a critical position in our team based in Boca Raton, Florida, operating within the security industry. As a Payroll Specialist, you'll be handling crucial tasks such as payroll processing, responding to various payroll inquiries, and resolving any employee pay discrepancies. You'll also be responsible for providing management with labor information for the assigned region.<br><br>Responsibilities:<br><br>• Serve as the primary contact for regional offices and facilities, assisting them promptly and professionally with their payroll inquiries and ensuring these inquiries are logged and documented appropriately.<br><br>• Coordinate with facilities to clarify and resolve processing items like pay issues, deductions, and employee information.<br><br>• Manage the processing of payroll in accordance with scheduled cycles.<br><br>• Enter, analyze, and confirm pay adjustments, maintaining accuracy at all times.<br><br>• Review and balance payroll prior to final transmission, ensuring all payroll processing documentation is filed in the appropriate employee files or payroll folders.<br><br>• Prepare requested pay period, monthly, or quarterly check requests, run and distribute checks, and advise according to facility specifications.<br><br>• Assist in the prompt resolution of garnishments, tax levies, and child support notices.<br><br>• Communicate effectively via email and answer department phone lines.<br><br>• Contribute to various projects assigned by the Payroll Supervisor. Digital Marketing Specialist We are on the lookout for a detail-oriented Digital Marketing Specialist to join our team in the retail industry located in Ft. Lauderdale, Florida. As a Digital Marketing Specialist, your role will primarily focus on collaborating with vendor partners to develop and execute digital marketing campaigns. You will also be expected to strategize various test campaigns, monitor ad compliance, and create performance reports. <br><br>Responsibilities:<br><br>• Collaborate with vendor partners to plan, develop and execute digital marketing campaigns, focusing on Paid Search, Programmatic Display Advertising, and Paid Social advertising. <br>• Develop and strategize test campaigns including ad copy, creative, offers, and landing pages to improve key metrics across all campaigns.<br>• Liaise with Analytics and Ad Ops teams to guarantee proper tagging and integration with websites, analytics tools, and reporting platforms.<br>• Work in collaboration with internal teams to implement new digital advertising programs.<br>• Monitor compliance for active ads across all brands.<br>• Apply a data-driven, quantitative approach to digital advertising.<br>• Generate campaign performance reports and dashboards to evaluate the performance of all marketing campaigns against defined KPIs and goals.<br>• Collaborate with marketing field partners to analyze programs and recommend updates to creative, offers, and other program tactics.<br>• Assist with the allocation of monthly and quarterly budgets.<br>• Maximize the use of co-op funds for digital advertising activities sponsored by vehicle manufacturers. Receivables/Collections <p><strong>Job Title: Accounts Receivable / Collections Specialist</strong></p><p><strong>Location:</strong> Miami-Dade Area</p><p><strong>Job Description:</strong></p><p>We are seeking an <strong>Accounts Receivable / Collections Specialist</strong> to manage customer accounts, ensure timely payments, and maintain accurate financial records. The ideal candidate will have strong attention to detail, excellent communication skills, and experience in collections.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Monitor and manage outstanding accounts receivable balances</li><li>Contact customers regarding overdue payments and negotiate payment plans</li><li>Process and post customer payments accurately</li><li>Reconcile accounts and resolve billing discrepancies</li><li>Prepare and send invoices, statements, and collection notices</li><li>Maintain accurate records of collections and payment activities</li><li>Assist with month-end closing and reporting</li></ul><p><br></p> ERP Integration Manager <p>We are offering a short-term contract employment opportunity for an ERP Integration Manager in Miami Beach, Florida. As an ERP Integration Manager, you will be tasked with coordinating the integration of SAP systems with other enterprise applications and external systems. This involves managing cross-functional teams, supervising integration projects, and ensuring seamless data flow.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the design, execution, and upkeep of SAP integration solutions.</p><p>• Manage integration tools, middleware, and technologies like SAP PI/PO, SAP Cloud Platform Integration.</p><p>• Collaborate with various stakeholders to define integration requirements and ensure they align with business processes.</p><p>• Guarantee system compatibility, security, and compliance during the integration process.</p><p>• Troubleshoot and resolve integration issues, ensuring minimal disruption to operations.</p><p>• Support post-integration activities such as training, documentation, and performance monitoring.</p> Inventory Analyst We are offering an exciting opportunity for an Warehouse Specialist in Opa Locka, Florida. This role operates within the industry of Commercial equipment and has heavy inventory and ERP involvement with an emphasis on SAP. As an Warehouse and Inventory lead you will be expected to utilize your skills to manage and analyze our inventory processes, ensuring efficient operations. <br> Responsibilities: <br> • Utilize ERP systems such as SAP to manage and analyze inventory • Operate forklifts safely and efficiently as part of the inventory management process (certification required) • Conduct regular audits to ensure the accuracy and integrity of the inventory • Implement ERP solutions to improve inventory management processes • Communicate effectively with team members and other departments regarding inventory matters • Provide excellent customer service by promptly and accurately responding to inquiries related to inventory • Employ effective collection processes to handle customer accounts. <br> ALL experience in CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS at 786-897-7903 Desktop Support <p><strong>Job Description:</strong></p><p> We are seeking a highly skilled <strong>IT Support Specialist</strong> to join our team. The ideal candidate will have experience in troubleshooting hardware and software issues, managing IT assets, and supporting enterprise applications. This role requires expertise in <strong>Azure, PowerShell scripting, and automation</strong>, along with strong problem-solving skills and the ability to provide multi-level technical support.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide <strong>1st, 2nd, and 3rd level support</strong> for desktops, enterprise applications, network printing, email, connectivity, remote access, and hardware issues.</li><li>Troubleshoot and replace <strong>laptops, PCs, and mobile devices</strong> as needed.</li><li>Utilize <strong>PowerShell scripting</strong> for automation and system management.</li><li>Deploy, configure, and support <strong>Azure-based environments</strong>.</li><li>Perform <strong>hardware upgrades, remote imaging, new hire setups, terminations, and relocations</strong>.</li><li>Set up, maintain, and troubleshoot <strong>Apple iPads and iPhones</strong>.</li><li>Assign, manage, and prioritize <strong>IT support tickets</strong> effectively.</li><li>Perform <strong>desktop, laptop, and mobile device updates</strong> to ensure security and performance.</li><li><strong>Build, deploy, and image</strong> new workstations (desktops & laptops).</li><li>Install, configure, and maintain <strong>printers, scanners, and other peripherals</strong>.</li><li>Maintain a strong working knowledge of <strong>current communication devices, protocols, and networking technologies</strong>.</li><li>Support <strong>VOIP/PBX telephony systems</strong>.</li><li>Track and manage <strong>IT inventory and asset management</strong> for all hardware and software.</li></ul><p>Apply today for immediate consideration! </p> Technical Support Specialist We are looking for a Technical Support Specialist to join our team in Boca Raton, Florida. In this role, you will provide technical support to customers, installers, and distributors, ensuring smooth operation of our products. This position offers a contract to permanent employment opportunity.<br><br>Responsibilities:<br><br>• Provide technical support via phone calls to assist customers, installers, and distributors with system and network problems.<br>• Analyze and troubleshoot hardware and software issues for clients.<br>• Manage new customer activations and perform data entry into the company server.<br>• Collaborate with Internet companies to ensure modems and routers are correctly configured for compatibility with our products.<br>• Undertake additional technical support tasks as per the direction and need.<br>• Utilize your skills in Android Development, Cisco Technologies, Computer Hardware, Dell Technologies, Active Directory, Apple Devices, Backup Technologies, Configuration Management, Desktop Support, Customer Service, Customer service software, and Call Center Customer Service to perform your duties effectively. Paralegal/Legal Assistant <p>We are in search of a Contract to hire Paralegal/Legal Assistant in Miami, Florida. In this role, you will be handling commercial litigation cases, assisting attorneys from the beginning of a case until its completion, including trial preparation. Your duties will span from drafting legal documents to managing attorneys' calendars. This opening presents a short-term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Drafting a variety of legal documents pertinent to litigation cases.</p><p>• Assisting in managing case load from inception to trial preparation.</p><p>• Handling discovery requests and responses.</p><p>• Maintaining and managing attorneys' schedules and calendars.</p><p>• Maintaining communication with clients effectively and efficiently.</p><p>• Reviewing and summarizing depositions.</p><p>• Preparing witness and expert files for depositions as well as witness and exhibit lists as required.</p><p>• Utilizing case management software for efficient processing and tracking of litigation cases.</p><p>• Organizing, analyzing, and drafting legal documents.</p><p>• Managing, organizing, and indexing high-volume document production.</p><p>• Reporting project status to attorneys promptly and effectively.</p><p>• Performing billing functions using appropriate billing software.</p> Accounts Receivable Supervisor We are offering a permanent employment opportunity for an Accounts Receivable Supervisor in the insurance industry, based in Sunrise, Florida. As the Accounts Receivable Supervisor, you will be pivotal in managing our team of Cash and Collections specialists, ensuring accurate invoicing, and facilitating customer relationships. You will also be instrumental in the continuous enhancement of Accounts Receivable processes and systems. <br><br>Responsibilities:<br>• Oversee the team of Cash and Collections specialists, ensuring optimal performance.<br>• Ensure the creation and timely dispatch of accurate invoices.<br>• Assist the collection team in addressing escalations and meeting monthly collection targets.<br>• Aid the cash team in resolving unreconciled payments and meeting monthly unposted payment targets.<br>• Foster and maintain positive relationships with customers, addressing inquiries, disputes, and payment concerns professionally.<br>• Propose enhancements to Accounts Receivable processes and systems for increased efficiency and effectiveness.<br>• Prepare the team’s leads to maintain efficient operations during planned and unplanned absences.<br>• Regularly prepare and distribute reports to senior management on Accounts Receivable status, Cash flow, and Collections activities.<br>• Undertake special projects as required. Accounts Payable Clerk <p>We are offering an opportunity for an Accounts Payable Clerk in the service industry, based in Boca Raton, Florida. This role entails maintaining records, managing data, and establishing relationships with vendors while ensuring the smooth operation of accounts payable procedures.</p><p><br></p><p>Responsibilities:</p><p>• Efficiently handle AP PO receipts, including scanning and coding approver</p><p>• Maintain and manage general ledger activities</p><p>• Regularly communicate with clients for collection calls</p><p>• Manage refunds and set up client accounts upon receiving requests</p><p>• Handle high volume AP tasks across all locations</p><p>• Serve as the subject matter expert for accounts payable platforms</p><p>• Onboard new vendors and update existing vendor details</p><p>• Conduct thorough research on payment issues</p> Attorney/Lawyer <p>We are looking for an experienced Attorney/Lawyer to join our team based in Coral Gables, Florida. As part of our legal team, you will be involved in complex trust and estate planning matters, providing expert advice to clients, and ensuring compliance with all relevant laws and regulations. If interested in this position, please contact Jodi Cohen at 786-698-7145.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Develop effective solutions for clients by analyzing complex trust and estate planning matters.</p><p>• Draft and review intricate estate and gift tax planning structures, including various corporate transactions and trusts.</p><p>• Ensure accurate and compliant preparation and filing of tax forms such as Federal Form 706 and Form 709.</p><p>• Provide expert advice to clients on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications.</p><p>• Administer individual and family trusts, managing investments, banking activities, and real estate holdings.</p><p>• Prepare trust/fiduciary accountings for Attorney-Trustees, including managing financial statements, income, and disbursements.</p><p>• Review and approve Foundational Estate Plans before submission to clients.</p><p>• Coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation.</p><p>• Ensure proper tax treatment of transfers to individual donees, gifting trusts, generation-skipping trusts, etc.</p><p>• Advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions.call </p> Business Analyst We are searching for a Business Analyst to join our team in Deerfield Beach, Florida. This role involves providing support and training to software systems, acting as a liaison between the information systems group and other departments, assisting in the testing of system updates, enhancements, and interfaces, and providing PC support to other departments. As a Business Analyst, you are expected to support the implementation of projects or be part of a product team, with future efforts focused on Microsoft Azure / D365. <br><br>Responsibilities:<br><br>• Build and maintain relationships with corporate stakeholders, analyzing and understanding user stories, business processes, non-functional requirements, system capabilities, customization, integration, process design, and system implementations<br>• Perform requirements gathering and clarifications with the technical team, leveraging agile techniques<br>• Collaborate with implementation partners to ensure a smooth project or product teams go live<br>• Work with the internal staff to implement functions and features for SET Supply areas as needed, including but not limited to workflows, data imports, and exports, automation, and optimization opportunities<br>• Develop a thorough understanding of the business needs and priorities by developing strong relationships with business owners<br>• Coordinate with the technical team and business stakeholders<br>• Accountable for properly following all IT standards, processes, and methodologies as applicable, including but not limited to Quality Assurance (QA), Project Management Life Cycle (PMLC), and Software Delivery Life Cycle (SDLC)<br>• Function as a subject matter expert for application design, feature optimization, scalability, user experience, visualization, and data integrity<br>• Design and develop BI reports and dashboards by understanding the business requirements, designing the data model, and developing visualizations that provide actionable insights<br>• Responsible for managing data sets, ensuring they are clean, accurate, and ready for analysis<br>• Work closely with various stakeholders including business analysts, project managers, and data scientists to understand their data needs and deliver solutions that meet them<br>• Ensure the accuracy and reliability of the data presented in the dashboards and reports. Data Reporting Analyst <p>We are offering a permanent employment opportunity for a Data Reporting Analyst in Delray Beach, Florida. As a Data Reporting Analyst, you will play a critical role in managing data retrieval and analysis, becoming a subject matter expert for our electronic medical records system, and developing data solutions from various sources. This role will require strong communication skills as you will be a key liaison between upper management and the IT department.</p><p><br></p><p>Responsibilities:</p><p>• Manage and optimize data retrieval processes</p><p>• Conduct detailed data analysis to determine business needs</p><p>• Become an expert in the organization's EMR/HER system and advocate for its adoption</p><p>• Collaborate with the IT department to develop data solutions from multiple applications</p><p>• Prepare and manage data reports for both internal and external stakeholders</p><p>• Regularly upload and submit data as required</p><p>• Ensure data security through proper access controls</p><p>• Provide support and assistance to end-users of the EMR/HER system</p><p>• Organize and manage training for new hires and ongoing training regarding the EMR/HER system</p><p>• Participate in meetings, provide user support, and perform other tasks assigned by the supervisor</p>