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Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.

We are a reputable, patient-centered independent orthopedic practice dedicated to providing compassionate and comprehensive healthcare. We are seeking a friendly, organized, and professional Front Office Administrator to be the first point of contact for our patients and help support the daily operations of our office. ** Job Description** As the Front Office Administrator, you will be responsible for greeting patients and visitors in a warm and courteous manner, answering incoming calls, scheduling appointments, and managing patient inquiries. You will verify insurance, collect co-pays, process payments, and maintain accurate and up-to-date patient records using our electronic medical system (EMR). Your role will also involve preparing and organizing charts for daily appointments, coordinating with clinical staff to ensure smooth patient flow, handling incoming and outgoing correspondence (including faxes and mail), and performing general administrative tasks such as scanning, filing, and data entry. Qualifications The ideal candidate will have a high school diploma or equivalent, with additional certification in medical administration being a plus. You should have at least one year of experience in a front desk or administrative role, preferably in a medical office setting. Familiarity with electronic medical records (such as Compulink, Epic, Athena health, or similar platforms) is strongly preferred. Strong verbal and written communication skills, excellent organizational ability, attention to detail, and a professional, friendly demeanor are essential for success in this role. You must also be comfortable handling multiple responsibilities in a fast-paced environment and committed to providing outstanding customer service. Spanish speaking a plus.