Client Administrative Assistant – Wealth Management

A boutique wealth management firm is seeking a highly organized and detail-oriented Client Administrative Assistant to join the team. This role is integral to enhancing the client experience by providing exceptional operational and administrative support to Financial Advisors. The position offers a dynamic environment where precision, professionalism, and client satisfaction are paramount.

Job Responsibilities:

• Provide operational and administrative support to Advisors and Relationship Managers.
• Schedule and coordinate in-person meetings and virtual conferences.
• Manage tasks within client relationship management software.
• Document and execute workflows, including meeting notes and database updates.
• Process fund requests, account applications, transfers, and other client/account-related needs.
• Respond to client inquiries with professionalism and efficiency.

Qualifications and Experience:

• Bachelor’s degree preferred, or equivalent experience in a professional services or financial setting.
• Minimum of 3 years in an administrative support role, preferably in financial services or wealth management.
• Familiarity with client relationship management (CRM) software.
• Proven experience managing client-facing tasks with a high level of accuracy and professionalism.
• Experience supporting high-net-worth clientele preferred.
• Strong organizational and time management abilities.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to learn and follow established systems, processes, and workflows.
• Positive attitude, resourcefulness, and strong problem-solving skills.
• High attention to detail and commitment to excellence.
• Dependable with a team-oriented mindset.

Compensation and Benefits:

• Salary range: $55,000 – $65,000 (based on experience).
• Comprehensive benefits package, including health insurance, 401(k) with employer contribution, profit sharing, and performance-based bonuses.
• Generous paid time off, supportive leadership, and a people-first culture.
• Hybrid schedule available after initial in-office training period.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Administrative Assistant

Established insurance agency seeking a detail-oriented person who demonstrates clear knowledge and understanding to provide support across various departments, ensuring smooth day-to-day operations. 

The ideal candidate will have the following qualifications:

• Accounting Support - reconcile statements and process payments as needed; process invoices as needed; assist with tracking and reporting of financial data
• Receptionist Duties - process incoming mail payments, answer phones and respond to emails, general inquiries
• General Administrative Support - assist with creating and organizing client documentation, maintain files and records, general office duties

Requirements:

• Timely response to emails and phone calls
• Ability to multi-task and prioritize efficiently
• Proficiency with Microsoft Office Suite
• Attention to detail and ability to follow through on tasks 

Additional Information:

• • This position is an onsite role, with potential for hybrid after training

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Job Title: Accounting Assistant/Admin Assistant

Mid-sized, rapidly growing insurance agency is seeking an Accounting Assistant/Admin Assistant to join their team. The Accounting Assistant/Admin Assistant serves as the operational “glue” between the Account Management and Accounting teams. You’ll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service—ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation. 

Ideal candidate has a minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting.

Responsibilities:

• Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
• Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.
• Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.
• Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.
• Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.
• Maintain client records: attach documentation, update financing details, and log communications.
• Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.
• Monitor funding and commission payments; escalate delinquencies or short pays.
• Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.

Experience and Qualifications:

• Minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting
• Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.
• Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.
• Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.
• Excellent written and verbal communication coupled with strong problem-solving abilities.
• Outstanding organizational and time-management skills support juggling multiple priorities.

Compensation Package:

• Salary range: $60k - $75k, plus benefits package including major medical, 401k, profit sharing.
• Opportunities for career growth and professional development.
• A supportive and innovative team environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Job Description:

We are seeking a detail-oriented and experienced Senior Certified Medical Coder to join our client's Claims team. This dual-role position is responsible for ensuring accurate medical coding and efficient claims processing to support timely reimbursement and regulatory compliance. The ideal candidate will have a strong background in medical coding, claims adjudication, and healthcare administration. 

Compensation:

• $50,000 - $60,000/year (based on experience)
• 4 weeks of PTO + 9 company holidays
• 401(k) with generous company match
• Full medical benefits

Requirements:

• Education: Associate’s or Bachelor’s degree in Health Information Management, Healthcare Administration, or related field.
• Certifications: CPC, CCS, or equivalent medical coding certification required.
• Experience: Minimum 5 years of experience in medical coding and claims processing, preferably in a senior or lead role.
• Strong knowledge of medical terminology, anatomy, and healthcare reimbursement systems.
• Proficiency with EHR systems and claims management software (e.g., Epic, Cerner, Availity).
• Excellent analytical, organizational, and communication skills.

Key Responsibilities:

• Review and analyze medical records to assign accurate ICD-10, CPT, and HCPCS codes.
• Submit, track, and follow up on insurance claims to ensure timely and accurate reimbursement.
• Investigate and resolve claim denials, discrepancies, and appeals.
• Collaborate with providers, billing staff, and insurance companies to clarify documentation and coding issues.
• Maintain up-to-date knowledge of payer policies, coding guidelines, and regulatory changes.
• Generate reports on claims status, coding accuracy, and reimbursement trends.
• Mentor junior staff and assist with training on coding and claims procedures.

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