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Schedules client meetings, maintains Financial Advisor’s calendar, books conference rooms, and orders lunches, drinks or snacks. Assists with client presentations, including preparing, assembling and proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Our client is searching for an experienced Senior Cost Accountant to join their team. Ensure that financial transactions are properly recorded in accordance with GAAP and the company books are closed in a timely manner.
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Entertains client by reading newspapers or books, playing memory games, completing puzzles, etc. Grooming and Hygiene- Provides client hands-on and/or stand-by assistance with general hygiene and other grooming activities (washing hands & face, etc.
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We are looking for passionate, purposeful, and highly motivated Client Executives (CEs) who will contribute to the revenue growth of the organization by bringing in new business. Annual budget to use on conferences, books, classes, workshops, or anything that contributes to professional development.
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Works closely with Meeting Planners to maintain and oversee client databases and Cvent address books. Provides high-level customer service to meeting registrants, DRC staff, and DRC client groups traveling for meetings through phone calls, emails, and personal interaction.
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The Company:The company is the single-family office to their client and provides traditional family office services including legal advice, tax preparation, trust and estate planning, wealth management, insurance and risk management, financial planning, philanthropic support, property management, investment management, and various administrative services.
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MAU is hiring an Accounting Manager at our client in Waynesboro, GA. As an Accounting Manager, you will prepare financial data such as schedules and entries for monthly closing of financial books, take ownership of completion of tasks, and follow up on outstanding tasks.
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Our client is a prestigious, global investment firm that is seeking a Manager for Private Equity Accounting to join their dynamic team. The Accounting Manager will be responsible for maintaining the books and records for various private partnerships and accounts, as well as reporting to clients and the portfolio group.
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Prepare messenger/Fed Ex packages, correspond with Vendors, reconcile Year End tax documents to books, research client requests as needed. Process incoming mail and pay all client bills and keep track of payment due dates.
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Books is in great shape-No heavy lifting. The woman I placed with this client this past February couldn't be happier and describes it as a Breath of fresh air! Books is in great shape-No heavy lifting.
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Ensure staff maintains constant client communication through referring to client books and client database. Resolve all client problems and complaints quickly and effectively.
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ROBERT GRAHAM founded in 2001, is an American eclectic luxury men's and women's apparel brand. This commission eligible position will receive a generous employee discount at Robert Graham. Robert Graham offers excellent career growth opportunities, competitive salaries and benefits within a dynamic work environment.
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The Account Management team at SmartRent engages and maintains relationships with our key clients, identifies and books expansion opportunities within each assigned portfolio, and assists with client onboarding.
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As a member of the Metro Commercial Property Management Team, a Property Accountant is responsible for accurately keeping the books and records of shopping centers, recording tenant payments and billings, performing financial account analysis, creating annual budgets, and reconciling tenant expenses.
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Preparing pitch books, CIMs, industry overview, detailed company profiles, management biographies, brokers' outlook, share price performance, evolution of industry/peers valuation multiples, and buyer/seller screening.
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