We are seeking a motivated and experienced Recruiting Specialist to join our HR team in a full-time capacity. This role focuses on full-cycle recruiting and talent acquisition for a growing financial services organization with multiple entities. The ideal candidate has professional recruiting experience, can manage the entire hiring process independently with minimal oversight, and thrives in a fast-paced environment where they'll partner closely...
Do you enjoy fast paced environments and time sensitive projects. If you are an analytical thinker who enjoys working with a small team, self-motivated, and drives items to closure, then this role may be a great fit for you. Attention to detail and accuracy is critical, as you will be working with a fast-paced decisive doer in a company that is rapidly moving forward. This is a very hands-on position with a great deal of self-reliance required. K...
Job Summary. The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. This is an ideal position for someone with an understanding of the unique needs of individuals with disabilities, and a passion for ensuring that all clients receive the highest level of care and attention. The Trust Administrator will assist in the day-to-day administration of ...
Job Summary. The role and function of a Financial Client Associate at Advocacy Wealth Management is to support a team of Financial Advisors who are responsible for providing fiduciary-level financial planning and investment services to our clients. A Financial Client Associate will also work directly with our clients as well as with internal and external partners to implement financial planning recommendations and solutions prepared by the Financ...
Job Description. In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and client onboarding, ensuring a seamless client experience. You will be responsible for tracking, anticipating, and coordinating the next steps i...
