The Executive Assistant will manage daily operational logistics, including calendar scheduling, inbox management, and member follow-ups to support the founder. They will also be responsible for building and maintaining SOPs, tracking action items, and coordinating travel and events for the community.
The Executive Sales Assistant will manage client communications, scheduling, and pipeline reporting while providing back-office support to leadership. They are responsible for onboarding clients, maintaining CRM records, and ensuring seamless team coordination through effective use of AI and operational tools.
The role involves managing end-to-end travel logistics for the Managing Partner and providing overflow administrative support to the executive assistant team. Responsibilities include itinerary documentation, hotel and transportation coordination, and managing personal assistant tasks for the executive's second home.
The Executive Assistant will manage calendars, client communications, and inbox oversight to support leadership in high-value deal work. They will also handle CRM maintenance, buyer pre-qualification, and transaction documentation to ensure smooth operations.
The Accounting Specialist will manage daily bank and vendor reconciliations, documentation, and payment processing. They will also handle month-end accounting operations and provide vendor phone support as the department grows.
The Executive Operations Assistant will manage daily administrative tasks, including customer communication, scheduling, and job intake. They will also handle permitting, process documentation, and provide operational support to help the business scale.
The Project Manager will oversee 30 to 50 simultaneous residential construction projects, managing the full lifecycle from scope conversion to final delivery. Responsibilities include financial tracking, issuing purchase orders, and maintaining constant communication with contractors and customers via email and Microsoft Teams.
The Accounts Receivable Specialist is responsible for daily lockbox data entry, payment processing, and document management. They will also handle discrepancy reviews, auditing, and process improvement projects to ensure financial accuracy.
The Insurance Customer Service Representative will manage frontline client communication, policy servicing, and billing compliance. They are also responsible for tracking renewals and maintaining accurate data documentation within the agency's CRM systems.
Manage the full cycle of legal billing, including insurance defense and corporate transactional invoicing, while ensuring accuracy and compliance with carrier guidelines. Provide critical support for accounts receivable and accounts payable functions to maintain the firm's operational financial backbone.
Manage the full cycle of legal billing, including preparing pre-bills, submitting high-volume insurance defense invoices, and handling corporate transactional billing. Provide essential support for accounts receivable tracking and accounts payable processing using internal systems and Excel.
Manage the full cycle of legal billing, including insurance defense and corporate transactional invoicing, while ensuring accuracy and compliance with carrier guidelines. Provide essential support for accounts receivable and accounts payable functions to maintain the firm's operational financial backbone.
The Legal Billing Specialist will manage high-volume billing workflows, including insurance defense and corporate transactional billing. They are also responsible for supporting accounts receivable and accounts payable functions to ensure financial accuracy and operational efficiency.
