Investment firm jobs in West Palm Beach, FLCreate job alerts

Job DescriptionInvestment Associate – Real Estate Sponsor Relations Location: Downtown West Palm Beach, FL Company: Real Estate Private Equity Firm Type: Full-Time | In-Office About the Firm: Our client is a Real Estate Private Equity Firm who has recently become a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). They specialize in executing programmatic GP equity co-investments in collaboration with real estate operators and developers (GPs), as well as institutional equity investors (LPs) across the United States. Their firm targets opportunistic real estate investments nationwide, with a focus on the multifamily, industrial, and student housing sectors. They seek both acquisitions of existing assets and ground-up development projects that are undervalued by the capital markets. Position Overview: A privately held real estate investment firm is seeking a high-energy, motivated Investment Associate to join their growing investment team. This individual will be responsible for outbound outreach, cold calling, and relationship development with real estate sponsors, with the goal of generating high-quality deal flow for our GP co-investment platform. The ideal candidate thrives in a fast-paced, entrepreneurial environment and is eager to build a career at the intersection of real estate private equity, capital markets, and sponsor-level partnerships. Key Responsibilities: • Identify and source new sponsor relationships across multiple real estate asset classes and geographies, • Conduct cold calls, personalized emails, and targeted outreach campaigns to generate qualified leads, • Build and manage a pipeline of sponsors and operators aligned with the firm’s investment strategy, • Act as a first point of contact, introducing the firm’s platform, investment criteria, and value proposition, • Review underwriting documents to ensure deals meet the firm’s investment criteria, • Travel across the country as needed to harness and build long-term sponsor partnerships, • Schedule introductory calls and meetings for senior investment professionals, • Maintain detailed records and follow-ups using, • Salesforce CRM to ensure consistent sponsor engagement, • Collaborate with internal teams to provide feedback on market trends and sourcing effectiveness, • Support in the preparation of outreach materials and pitch decks as neededQualifications:, • 1–3 years of experience in sales, business development, capital raising, or real estate advisory, • Strong verbal and written communication skills; confident and comfortable cold calling, • Passion for real estate investing, capital markets, and private equity, • Self-starter with a results-driven mentality and a high degree of professionalism, • Bachelor's degree required; finance, business, or real estate background preferred, • Proficiency with Salesforce CRM or similar tool, • Must be based in or willing to relocate to West Palm Beach, FLWhat We Offer:, • Opportunity to grow within a dynamic real estate investment platform, • Exposure to top-tier sponsors, institutional partners, and diverse asset classes, • Competitive compensation and performance-based incentives, • A collaborative, entrepreneurial culture in the heart of Downtown West Palm Beach

Job Description PrideStaff Financial is seeking a highly motivated and service-oriented Client Experience Representative to join a reputable investment firm in Palm Beach Gardens that is dedicated to providing exceptional service and building lasting relationships. This integral role is essential for delivering an extraordinary client experience and supporting internal team members. Duties of a Client Service Associate: • Serve as the primary point of contact for clients, addressing inquiries, concerns, and requests in a timely and professional manner, • Develop and maintain positive relationships with clients through proactive communication and excellent customer service, • Collaborate with internal teams to resolve complex client issues and ensure client satisfaction, • Analyze client feedback and data to identify trends and opportunities for improvement in our products and services, • Conduct regular check-ins with clients to assess their needs and ensure they are maximizing the value of our offerings, • Assist in onboarding new clients and provide guidance on product features and best practices, • Maintain accurate and up-to-date client records in our CRM system, • Participate in client training sessions and webinars to enhance their understanding of our products and services, • Contribute to the development of client-facing materials, such as user guides and FAQs, • Escalate critical issues to appropriate teams or management when necessary, • Stay informed about industry trends and competitor offerings to provide valuable insights to clients, • Participate in team meetings and contribute ideas for improving client experience processes Skills Required for the Client Service Representative • Bachelor's degree in Business, Communications, or related field (or equivalent experience), • 2+ years of experience in an Administrative / Client Customer Service or Account Management roles preferred, • Excellent communication skills, both verbal and written, • Problem-solving mindset with the ability to think critically and creatively, • Ability to multitask and prioritize effectively in a fast-paced environment, • Proficiency in CRM systems and Microsoft Office Suite, • Strong attention to detail and commitment to accuracy, • Ability to work independently and as part of a collaborative team, • Customer-centric approach with a passion for delivering exceptional service, • Adaptability and willingness to learn new technologies and processes, • Time management skills to meet deadlines and handle multiple client accounts, • Ability to analyze data and derive actionable insights, • Professionalism and ability to maintain confidentiality Benefits: Client values employees and offers a comprehensive benefits package to support their well-being. • Medical, Dental, and Vision insurance (majority employer-paid), • 401(k), • Paid Parental Leave If you are a highly organized, client-focused professional with a passion for the financial services industry, we encourage you to apply. Please submit your resume to PrideStaff for consideration.

Job Description An established investment firm is seeking a poised and detail-oriented Executive Assistant to support two partners in their newly established West Palm Beach office. This is a unique opportunity to join a boutique firm known for its thoughtful, long-term approach to investing and its high standard of excellence. The ideal candidate will bring professionalism, discretion, and a proactive mindset to a dynamic, yet intimate office setting. You will serve as a key point of contact for internal and external stakeholders, including high-net-worth clients and colleagues in the firm's Canadian headquarters. Key Responsibilities * Executive Support: Manage complex calendars, coordinate travel and meetings, and oversee all day-to-day administrative tasks for two senior executives. * Financial Transactions: Assist with wire transfers and the coordination of financial activities with precision and confidentiality. * Cross-Border Communication: Liaise with the firms Canadian office on a regular basis; strong verbal and written communication skills are essential. * Client Interaction: Handle communications and interactions with high-net-worth clients with the utmost professionalism, tact, and discretion. * Office Management: Ensure the smooth operation of the West Palm Beach office, anticipating needs and maintaining a highly organized environment. Qualifications * Proven experience in an executive assistant, office manager, or high-level administrative support role. * Exceptional organizational skills and the ability to juggle multiple priorities in a fast-paced environment. * Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). * Demonstrated discretion in handling confidential information. * Strong interpersonal skills and a collaborative approach to problem-solving. * Ability to work independently and anticipate the needs of busy executives. * Notary Public certification is a strong plus. Cultural Fit The firm values individuals who are polished yet approachable, confident yet humble. The West Palm Beach office offers a professional and easy-going environment, ideal for someone who thrives in a collaborative setting while being self-motivated and resourceful.

Job Description Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - - to learn more about Sterling and its investment strategies. We are seeking Analysts that will work on the firm’s retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling’s commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling’s value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers. Over their first 2 – 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization. Responsibilities Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics. Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc. Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects. Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities. Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics. Perform ad-hoc reports and special projects as needed. Requirements College graduate with strong record of academic achievement and knowledge of commercial real estate (0-3 years of work experience). Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software (ARGUS knowledge is preferred but not required). Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment. COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus. LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

Job Description Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - - to learn more about Sterling and its investment strategies. We are seeking Senior Analysts that will work on the firm’s retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling’s commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling’s value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers. Over their first 2 – 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization. Responsibilities Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics. Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc. Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects. Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities. Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics. Perform ad-hoc reports and special projects as needed. Requirements College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience). Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software. ARGUS Experience required. Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment. COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus. LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

Job DescriptionAccountant Job Description We are seeking an Accountant to oversee and manage multiple entities within the corporate accounting department. This is an exciting opportunity to grow your career with a forward-thinking, fast-growing investment firm. Responsibilities • Manage the accounting operations including month and year-end process, accounts payable/receivable, cash receipts, general ledger, payroll and utilities, treasury, budgeting, cash forecasting, revenue and expenditure variance analysis, capital assets reconciliations, trust account statement reconciliations, fixed asset activity, and debt activity., • Monitor and analyze accounting data and produce financial reports or statements., • Establish and enforce proper accounting methods, policies, and principles., • Coordinate and support annual audits., • Suggest improvements to systems and procedures., • Meet financial accounting objectives and reporting deadlines., • Establish and maintain fiscal files and records to document transactions., • Proficiency in Accounting, Microsoft Excel, and Accounting Software., • Experience in Financial Reporting and General Ledger., • Competence in Reconciliation, Month-end, and Journal Entry processes., • Ability to create and analyze Pivot Tables and Balance Sheets., • Expertise in Fixed Asset Management and Financial Statement preparation., • Familiarity with Audit procedures and Bank Reconciliation., • Knowledge in Private Equity (PE) and Yardi or similar ERP systems., • Bachelor’s degree in Accounting, Finance, or related field., • At least 5 years of accounting experience., • Advanced skills in Microsoft Office, particularly Excel, and accounting software/databases., • Strong data management and analytical skills., • Solid understanding of accounting principles, standards, laws, and regulations. Onsite Monday-Friday in West Palm Beach, FL. Hybrid schedule available after the training period, with 2 days working from home and 3 days onsite. Work directly with the founder of the company, enjoy a hybrid schedule after your first 90 days, and benefit from a company that has grown 33% in the past year. Job Type & Location This is a Permanent position based out of West Palm Beach, Florida. Pay and Benefits The pay range for this position is $90000.00 - $100000.00/yr. Great benefits: Competitive pay with bonus potential, On-demand pay options, 100% paid medical coverage for employees, Dental and vision plans, Eight paid holiday, Generous PTO, Paid maternity and parental leave, 401(k) with employer match and immediate vesting, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care FSAs, & GAP Insurance Employer-paid life and short-term disability insurance Long-term disability coverage Pet insurance Storage discounts Access to voluntary benefits Learning and development opportunities A collaborative, innovative, and inclusive cultureOur client offers extensive benefits including fully paid health benefits for the employee, pet insurance, and a discretionary bonus. Workplace Type This is a fully onsite position in West Palm Beach,FL. Application Deadline This position is anticipated to close on Sep 16, 2025. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being… Our values are translated into action every day.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our dynamic Tax Services team in Boca Raton. Our Tax group provides planning and tax compliance services to inbound and outbound owner/entrepreneurial clients. • Prepare complex tax returns for individuals, partnerships, corporations, private equity funds, etc., • First-level review of returns prepared by interns and lower-level staff, • Proactively assist Managers with interacting with key client management to gather information, resolve tax-related issues, and make recommendations for business and process improvements, • Manage engagement budgets effectively, • Assist in training and mentoring interns and staff, • Resolve minor issues directly with the IRS and other tax authorities What Skills You'll Bring: • Bachelor’s in Accounting required, • Master’s in Taxation or working toward completion, required, • CPA strongly preferred, • Strong knowledge of all tax provisions, • At least 3 years of recent experience in public accounting with strong tax preparation skills (1040s, 1065s, 1120, 1120s) How You’ll Stand Out: • Team player and a commitment to high-quality, detailed work, • Self-starter with the ability to deal with multiple priorities, • Ability to deal with clients and a good “executive presence”, • Proficiency in ProSystems, Excel, and a paperless environment, • Bilingual in Spanish, • Excellent verbal and written communication skills We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job DescriptionJoin a World-Class Team as an Executive Assistant at PDS Tech Commercial – Manufacturing Excellence Starts with You! Location: Palm Beach Gardens, FL | Pay Rate: 37.80/hr | Schedule: Shift/Hours TBD Be the Strategic Support Powering Leadership at a Leading Manufacturing Firm PDS Tech Commercial is seeking an experienced Executive Assistant to support senior leadership with a leading HVAC manufacturing Company. This high-impact role is essential to ensuring that our executives remain focused, organized, and prepared to lead in a fast-paced, global environment. You will be the cornerstone of executive productivity—managing travel, coordinating meetings, preparing key materials, and maintaining the professional flow of critical business information. What You’ll Do • Manage complex calendars and adjust schedules in response to changing priorities, • Arrange domestic and international travel with detailed itineraries and manage timely expense reporting, • Prepare presentations, letters, reports, and consolidate data for executive meetings and business reviews, • Coordinate logistics for leadership events and senior-level meetings to ensure flawless execution, • Serve as a liaison to internal and external stakeholders, maintaining professionalism at all times, • Handle confidential information and respond to complex inquiries with discretion and sound judgment, • High School Diploma or GED, • Bachelor’s degree, • Experience supporting executives in large corporations (annual revenue of 20B+), • Availability to work flexible hours based on business needs, • Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word, Teams) and Zoom, • Excellent verbal and written communication skills, with a high level of accuracy and professionalism, • Proven ability to manage confidential and sensitive information with discretion, • Strong organizational skills, able to manage multiple priorities and deadlines effectively, • Experience coordinating company or customer events with senior-level participants, • Competitive salary and benefits, • A professional, respectful, and team-oriented environment, • Opportunities to work with high-level leadership and make a measurable impact Pay Details: 37.80 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Company DescriptionSince 1977, the PDS family of companies has become among the largest and most respected staffing companies in the United States. A vital part of the PDS family, PDS Tech Commercial connects highly skilled employees with Fortune 500 clients’ needs for project support such as contingent labor, statement of work/offload engineering projects, and permanent placements. PDS Tech Commercial has staffing partnerships with leading organizations based in the United States and globally. We hire jobseekers daily for openings across skill categories, including Engineering, IT, Business Professional, Administrative, Accounting/Finance, Skilled Trades and Industrial. We offer eligible associates an ala carte benefits package, that can include direct deposit, free career counseling, 401(k), select paid holidays, short-term disability insurance, skills training, employee referral bonuses, and an affordable medical coverage plan. Now part of The Adecco Group, our shared synergies combined with the investment Adecco continues to make in PDS offers significant advantages to both clients and associates alike. We share Adecco’s dedication to unlocking our Associates’ potential by unleashing the Future@Work and to the importance of human and labor rights, diversity and inclusion, environmental responsibility, and more.Since 1977, the PDS family of companies has become among the largest and most respected staffing companies in the United States. A vital part of the PDS family, PDS Tech Commercial connects highly skilled employees with Fortune 500 clients’ needs for project support such as contingent labor, statement of work/offload engineering projects, and permanent placements.\r\n\r\nPDS Tech Commercial has staffing partnerships with leading organizations based in the United States and globally. We hire jobseekers daily for openings across skill categories, including Engineering, IT, Business Professional, Administrative, Accounting/Finance, Skilled Trades and Industrial.\r\n\r\nWe offer eligible associates an ala carte benefits package, that can include direct deposit, free career counseling, 401(k), select paid holidays, short-term disability insurance, skills training, employee referral bonuses, and an affordable medical coverage plan.\r\n\r\nNow part of The Adecco Group, our shared synergies combined with the investment Adecco continues to make in PDS offers significant advantages to both clients and associates alike. We share Adecco’s dedication to unlocking our Associates’ potential by unleashing the Future@Work and to the importance of human and labor rights, diversity and inclusion, environmental responsibility, and more.

Job Description Aligned Solutions is exclusively partnering with a construction firm to identify a dynamic Chief Financial Officer (CFO). This is a confidential search for a strategic finance leader to join the executive leadership team and oversee the financial health and operational effectiveness of a company known for its strong project portfolio and entrepreneurial culture. Key Responsibilities: * Partner with the executive team to shape business strategy and financial planning. * Lead all financial operations, including reporting, budgeting, forecasting, and analysis. * Develop and monitor KPIs tied to project performance, job costing, and operational efficiency. * Oversee cash flow, working capital, bonding, and banking relationships. * Supervise the accounting team and foster a high-performance, accountable finance culture. * Support job costing, WIP reporting, AIA billing, and change order tracking processes. * Ensure compliance with GAAP, tax filings, risk management practices, and construction-specific standards. * Guide project teams on financial projections, margins, and profitability tracking. * Evaluate capital expenditures, contract performance, and investment opportunities. * Lead insurance, audit, and bonding coordination efforts with third-party partners. * Drive process improvements, systems optimization, and internal controls. * Champion best practices and mentor finance and accounting staff. Qualifications: * 10+ years of progressive financial leadership * 5 years in construction REQUIRED (general contracting preferred). * Deep understanding of construction accounting: WIP schedules, job cost tracking, and revenue recognition via percentage-of-completion. * Experience with construction ERP systems—Sage 300 and/or Procore highly preferred. * Proven experience managing teams and building scalable financial infrastructure. * Strong analytical skills, financial acumen, and a hands-on leadership style. * Excellent interpersonal and communication skills to engage cross-functionally. Education: * Bachelor's degree in Accounting, Finance, or a related discipline. * CPA and/or MBA highly preferred.

Job Description Become the newest member of our exciting team at SROA Capital as we redefine self-storage! At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel two years in a row. SROA Capital is a vertically integrated private equity real estate and technology platform that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally. The VP of Investor Reporting will report to the Managing Director of Investor relations and oversee the production and maintenance of investor reporting for SROA’s real estate private equity Funds. Duties and Responsibilities • Prepare/review responses to information requests from investors, providing portfolio and financial information as needed., • Liaise with fund accounting, investor services, legal, tax and finance teams to source information for specific investors for LP performance summaries and various requests., • Maintain investor request database and track status of outstanding inquiries., • Assist in the dissemination of general correspondence with investors and internal requests., • Oversee all adhoc investor reporting requests, including GRESB Reporting, Situs Reporting, NCREIF Reporting., • Assist in the aggregation, analytics, and preparation of quarterly investor and investor related materials., • Communicate effectively with teams to troubleshoot issues and resolve matters and participate in technology and process improvement initiatives., • Interface with members of the firm’s investment team, investor relations team, accounting group, and other groups within the firm to evaluate new investor requests to ensure consistency., • Explore opportunities to improve, automate and streamline strategic processes across various SROA functions and processes., • Work with Legal & Compliance team to ensure new initiatives/processes are in compliance with fund terms and requirements., • Oversee and manage timely update of information leveraged by various teams., • Support the Global Fund accounting team in an operational capacity for all Funds investments (i.e., wire instruction updates, follow-up with investors on late fundings)., • Assist with investor-specific audit requests., • Support quarterly LP performance reporting process in coordination with valuations team., • CPA or graduate degree preferred., • Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)., • Strong analytical skills, detail oriented, and highly organized., • Possesses a strong work ethic, professional integrity, and a positive attitude., • Strong oral and written communication and influencing skills., • Ability to work in a dynamic environment and handle multiple projects., • Competitive pay with bonus potential, • UKG Wallet – on-demand pay option, • 100% paid medical coverage options for employee-only, • Dental and vision plans for optimal care, • Eight (8) paid holidays, • Generous Paid Time Off (PTO), increasing with years of service, • Paid Maternity and Parental Leave for growing families, • 401(k) with substantial employer match and 100% immediate vesting, • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings, • GAP Insurance for added financial protection, • Employer-paid Life Insurance and Short-Term Disability coverage, • Long-Term Disability (LTD) coverage for added peace of mind, • Pet insurance – because your pets are family too, • Storage Discounts to help you declutter and organize, • Access to Voluntary Benefits for personalized coverage, • Learning and development opportunities to maximize your potential and excel in your career, • A great culture that values collaboration, innovation, and inclusivity SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

Job Description Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means each individual must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps clients build great financial legacies, so that they too may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect that you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to add to our Client Relations team. A Client Experience Representative provides extraordinary support and service to HC clients and internal team members and plays an integral role in the overall Hamilton Capital client experience. The core responsibilities include handling clients' account administration needs, helping to foster life-long relationships with clients, working closely with advisors and other teammates, and providing support with office management and events. The team member is professional, caring, reliable, organized, and has strong communication skills, all of which shine through in their work. Those in this role consistently display a commitment to teamwork by helping others, anticipating needs, delivering above expectations, and continually seeking ways to improve the way we work together to serve clients. The ability to meet deadlines, prioritize, and adapt to change is critical. Position Benefits • Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally, • Thought leadership and innovative thinking are valued and rewarded, • Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more, • Individual and Team Incentive Plans, • Complimentary investment management and financial planning services Primary Position Responsibilities • Proudly lives and embodies the Hamilton Capital Brand as a primary member of the client team., • Builds deeply connected and trusted relationships with clients and teammates as the foundation of critical account work that results in extraordinary outcomes, • Serves as subject matter expert in all aspects of client account administration with a keen focus on innovating processes and procedures that improve client and teammate experiences., • Establishes new accounts and facilitates account transfers from various custodians., • Processes and tracks account contributions and distributions., • Masters CRM functions and capabilities, • Maintains proper records of client work and information., • Self-motivated and excited to go above and beyond to assist with internal and external needs in alignment with our commitment to delivering and serving with excellence., • Anticipates potential issues, opportunities, or areas of efficiency to ensure the Hamilton Capital Brand and ideal client experience shines through with every interaction., • Thoughtful communicator who is energized by collaborative and cross-functional communication and teamwork., • Acts as a liaison between firm members, clients, and custodians., • Prepares organized and well-written correspondence to clients, firm members, custodians and other contacts., • Answers multi-line phone, transfers to appropriate team members, and assists with inquiries as appropriate., • Welcomes clients and builds strong rapport whether in person or over the phone., • Maintains lobby and conference rooms; assists in room preparation for meetings., • Facilitates building, phone, and copier maintenance requests., • Orders office, stationery, food, and drink supplies, and works closely with vendors., • Responsible for client event coordination, support, mailings and communications., • Facilitates special projects as delegated or self-identified., • Performs other related duties to support overall team excellence and results. Position Requirements • Bachelor's or Associate's Degree, or equivalent work experience, required., • Experience in a professional customer service environment required, with previous industry experience preferred., • High level of accuracy, attention for details, and ability to multi-task in a fast-paced environment., • Able to properly prioritize work and manage interruptions., • Strong communication, analytical, and organizational skills., • Outstanding client service, with a heart to serve, enjoys making people feel welcome and comfortable., • Poised, professional, and positive demeanor., • Reliable, shows ownership of responsibilities, and consistently helps teammates when needed., • Proficiency with Microsoft Office suite and aptitude to learn specialized software programs.

Ram Realty Advisors LLC ("Ram") is a real estate investment management firm specializing in multifamily, mixed-use, and grocery-anchored retail in select high-growth markets throughout the Southeast.The firm's portfolio comprises assets across the investment risk spectrum, including core-plus, value

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

A heavy equipment dealership is seeking an organized and efficient Branch Administrator.In this role, the branch administrator will handle a full range of administrative duties in order to support the dealership.Essential Functions and Responsibilities:.To perform this job successfully, an individua

Assistant Manager, Capital Accounting.This role is a key member of the capital accounting team, primarily responsible for reviewing and overseeing accounting and reporting duties related to Welltower's capital activities.This includes debt, treasury, and equity, as well as the accounting for derivat

Be the Strategic Support Powering Leadership at a Leading Manufacturing Firm.

Carrier provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.

At Sygnity Wellness, were dedicated to transforming behavioral health care and empowering individuals to lead happier, healthier lives.We specialize in providing comprehensive online therapy solutions for adolescents aged 8 to 17 and adults.Above all, Sygnity Wellness focuses on putting the patient

Job Summary: The Administrative Assistant in the Legal and Risk Management department will be responsible for providing administrative support.This includes drafting and editing documents, managing calendars, coordinating interviews, gathering information for claims and litigation, and maintaining r

Carrier provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.

Location: Palm Beach Gardens, FL.This is an onsite role in Palm Beach Gardens, requiring flexibility to extend beyond normal working hours as needed to support the executive team's demanding schedule and assist in achieving their goals.Maintain schedules for meetings and conferences as well as adjus

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

We are hiring immediately for a full time CMMS Coordinator position.Location: Palm Beach Atlantic University - 901 South Flagler Drive, West Palm Beach, FL 33401.Openings at other locations within school district available) Note: online applications accepted only.Monday through Friday, 9:00 am to 5:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

Process invoices Code invoices Enter and upload invoices into system Track delivery tickets Prepare time sheets for weekly payroll Submit all time to payroll department Enter daily reports General office duties; including filing, answering phones Cle Administrative Assistant, Administrative, Assista

Manages and maintains calendar: schedules and confirms appointments and meetings, arranges for meeting rooms or facilities. Retirement Investments: State retirement plan options and voluntary 403(b) and 457 plans.

We are seeking a highly motivated, proactive Executive Assistant, with the ability to anticipate the needs of our Vice Chairman, who also serves as President of the Trust Company, to join our team in the Palm Beach office.This Executive Assistant role will be instrumental in supporting our executive

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Establish customer r

Jewish Federation of Palm Beach County is a 501(c)3 nonprofit organization dedicated to transforming, inspiring and saving lives in the Palm Beaches and 70 countries around the world.Each year, Jewish Federation inspires thousands of community members to contribute, volunteer and participate in prog

Location:Palm Beach Gardens, FL.This is an onsite role in Palm Beach Gardens, requiring flexibility to extend beyond normal working hours as needed to support the executive team's demanding schedule and assist in achieving their goals.Maintain schedules for meetings and conferences as well as adjust

Get AI-powered advice on this job and more exclusive features.Abacus Solutions Group provided pay range.This range is provided by Abacus Solutions Group.Your actual pay will be based on your skills and experience talk with your recruiter to learn more.Direct message the job poster from Abacus Soluti

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

We are seeking a highly organized and proactive Executive Assistant / Personal Assistant / Chief of Staff to manage the daily operations of our family and business affairs.This dual role requires exceptional multitasking skills, as you will be supporting a dynamic family of five alongside a growing

Maintain schedules for meetings and conferences as well as adjusting based on dynamic priorities.Schedule domestic and international travel arrangements, completing detailed meeting and travel itineraries and monitor and complete expense reports in a timely manner.Consolidate reports and materials f

As an Office Assistant, you will play a crucial role in ensuring the smooth and efficient daily operations of our office.You will be responsible for a wide range of administrative tasks, office management, and providing support to various departments.The ideal candidate will be proactive, detail-ori

Location: Palm Beach Gardens, FL.This is an onsite role in Palm Beach Gardens, requiring flexibility to extend beyond normal working hours as needed to support the executive team's demanding schedule and assist in achieving their goals.Maintain schedules for meetings and conferences as well as adjus

Sage Dental is the leading Dental Support Organization (DSO) in the Southeast, and we are continuing to grow! At Sage, people are at the core of everything we do.We are looking for dynamic and talented professionals who fit our culture of innovative technology, constant learning, and patient-centric

Manage calendars, schedule appointments and meetings.Coordinate domestic and international travel arrangements and itineraries, including flights, hotels, and rental cars.Prepare expense reports and track reimbursements.Pre Executive Assistant, Executive, Office Manager, Office Assistant, Project Ma

Maintain participant records and confirm eligibility dates.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

We are seeking a highly skilled and proactive.This role requires exceptional organizational skills, discretion, and the ability to thrive in a fast-paced, high-pressure environment.The ideal candidate is a confident communicator and seasoned administrative professional with a proven track record of

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!.ELS is hiring for the position of Administrative Assistant in West Palm Beach, Florida.The Administrative Assistant helps to maintain property operations and t

We specialize in connecting skilled professionals with direct hire opportunities across industries like industrial, security, healthcare, finance and professional services.Known for our supportive culture and long-standing client partnerships, Abacus offers more than just a job—we provide a path t

Employees in this job perform diversified and confidential administrative duties by applying broad and comprehensive experience, skills, and knowledge of organizational policies and practices.This position requires some independent judgment of org s Administrative Assistant, Administrative, Assistan

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We are seeking an Administrative Assistant for our client located in Lake Wales, FL.You will perform clerical and administrative functions in an office environment.Greet and assist onsite guests.Answer inbound telephone calls.Present a professional attitude and appearance.

Maintain schedules for meetings and conferences as well as adjusting based on dynamic priorities.Schedule domestic and international travel arrangements, completing detailed meeting and travel itineraries and monitor and complete expense reports in a timely manner.Consolidate reports and materials f

Jobgenix is a privately owned Professional firm in South Florida serving clients nationwide.

Office Assistant - iTHINK Financial Amphitheatre West Palm Beach, FL.The Role Provides office services by implementing administrative systems, procedures, policies, and monitoring administrative projects.Company Overview: Legends is a holistic agency that specializes in delivering solutions for lege

Carrier provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

Requisition No: 858835 Agency: State Courts System Working Title: ADMINISTRATIVE ASSISTANT III - 22010636 Pay Plan: State Courts System Position Number: 22010636 Salary: 48,391.Posting Closing Date: 12/01/2025 Total Compensation Estimator Tool How Administrative Assistant, Administrative, Assistant,

Our teams work collaboratively to drive the production of alphas and financial strategies the foundation of a balanced, global investment platform.

The CMMS Administrator Support Specialist plays a vital role in supporting on-site teams with Computerized Maintenance Management System (CMMS) compliance, standardization, and the implementation of best practices.This position acts as a backup CMMS Administrative Assistant, Administrative, Assistan

Executive Administrative Assistant.Florida Power & Light Company is the largest electric utility in the U.With one of the nation's cleanest power generation fleets and top-tier reliability, we are setting new standards in the energy industry.Ready to make an impact? Join our exceptional team today a

Administrative Assistant Opportunity.If you're a highly organized, proactive problem solver who finds purpose in supporting others and ensuring things run smoothly behind the scenesEntrusted's team is ready to welcome you.We're a family-owned restoration company that exists to rebuild trust with fam

Must be local to Palm Beach, Florida.Administrative & office support experience is required.Asset Management | Financial Services.Work closely with the Executive Assistant and partner with administrative support.Oversee administrative operations and serve as the primary point of contact for all offi

Requisition No: 857613 Agency: State Courts System Working Title: OPS ADMINISTRATIVE ASSISTANT II - 22092753 Pay Plan: Temp Position Number: 22092753 Salary: 40,664.Posting Closing Date: 12/01/2025 Total Compensation Estimator Tool How to Apply Do Administrative Assistant, Administrative, Assistant,

Pulte Homes of Minnesota is an equal employment opportunity/affirmative action employer.

Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

Business acumen with ability to be flexible or firm, as needed, must be a strategic team player who is able to drive decisions in a collaborative culture.

Energy Impact Partners (EIP) is a global investment platform leading the transition to a sustainable energy future.

Administrative Assistant Opportunity.If you're a highly organized, proactive problem solver who finds purpose in supporting others and ensuring things run smoothly behind the scenesEntrusted's team is ready to welcome you.We're a family-owned restoration company that exists to rebuild trust with fam

An established investment firm is seeking a poised and detail-oriented. Liaise with the firms Canadian office on a regular basis; strong verbal and written communication skills are essential. The firm values individuals who are polished yet approachable, confident yet humble.

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Be the Strategic Support Powering Leadership at a Leading Manufacturing Firm.

This is an exciting opportunity to grow your career with a forward-thinking, fast-growing investment firm.

Carrier provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.

The Senior Accountant plays a crucial role in supporting the daily, monthly, and annual activities of the finance department.Accountant should possess analytical & problem solving skills, be detail oriented, have solid conceptual thinking, and must be able to apply these traits to large datasets.Dan

PrideStaff has been asked by a Community Association Management Company in Palm Beach Gardens to assist in filling an administrative assistant role opening.The successful candidate will have 1-2 years' industry experience, but willing to train the right individual.Duties are varied but include clien

Executive Receptionist-Administrative Assistant.Professional Palm Beach Gardens office serving high net worth investors is seeking a polished, personable and articulate Executive Receptionist-Administrative Assistant.Our client is a global organization with offices from NY to London and Hong Kong.Ou

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

With more than 400 accountants, tax specialists, and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. BPB is an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, se

Affinity Management Services is an Association Management Company proudly serving Miami-Dade, Broward, and Palm Beach County! We have grown over time due to our commitment to creating a first-class living environment for our residents and enriching the quality of life in our communities through our

Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the content beautiful and high signal to noise ratio.

We are hiring immediately for a full time CMMS Coordinator position.Location: Palm Beach Atlantic University - 901 South Flagler Drive, West Palm Beach, FL 33401.Openings at other locations within school district available) Note: online applications accepted only.Monday through Friday, 9:00 am to 5:

Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and consistent, using only the specified HTML tags.Remove all links, buttons, and any personal information such as phone numbers, email addresses, and phys

Florida Power & Light Company is the largest electric utility in the U.With one of the nation's cleanest power generation fleets and top-tier reliability, we are setting new standards in the energy industry.Ready to make an impact? Join our exceptional team today and help shape the future of energy!

Florida Power & Light Company is the largest electric utility in the U.With one of the nation's cleanest power generation fleets and top-tier reliability, we are setting new standards in the energy industry.Ready to make an impact? Join our exceptional team today and help shape the future of energy!

The client is a well-established corporate firm based in Palm Beach, Florida, known for maintaining a polished, professional, and high-functioning office environment. With a strong emphasis on workplace presentation and service, the firm offers a supportive, team-oriented culture and values individu

Manages and maintains calendar: schedules and confirms appointments and meetings, arranges for meeting rooms or facilities. Retirement Investments: State retirement plan options and voluntary 403(b) and 457 plans.

Retirement Investments: State retirement plan options and voluntary 403(b) and 457 plans.

Manager of Accounting & Financial Reporting.We are seeking a Manager of Accounting and Financial Reporting to lead the preparation and consolidation of financial statements, ensure compliance with IFRS and US GAAP, and manage complex accounting areas such as lease accounting, foreign currency transa

Business acumen with ability to be flexible or firm, as needed,.

PrideStaff has been asked by a Community Association Management Company in Palm Beach Gardens to assist in filling an administrative assistant role opening.The successful candidate will have 1-2 years' industry experience, but willing to train the right individual.Duties are varied but include clien

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

Job Summary: The Administrative Assistant in the Legal and Risk Management department will be responsible for providing administrative support.This includes drafting and editing documents, managing calendars, coordinating interviews, gathering information for claims and litigation, and maintaining r

The client is a well-established corporate firm based in Palm Beach, Florida, known for maintaining a polished, professional, and high-functioning office environment. With a strong emphasis on workplace presentation and service, the firm offers a supportive, team-oriented culture and values individu

To train new Team Member Trainees to understand and effectively follow all Merry Maids cleaning techniques and procedures using Merry Maids products and equipment.Arrive at work on time and in full uniform.Show and review each of the training and safety video tape presentations with a Team Mate Trai

Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco is the place for you.Our core values capture that spirit as we work to improve lives by do

By joining us, you will be exposed to professionals from across the U.As the Panthers, we embrace a community of belonging, caring, and connection for our students and employees.We seek creative individuals to help PBSC fulfill its mission of inspiring hope, advancing skills, and transforming lives.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

As a Senior Tax Accountant, you'll be instrumental in managing federal and state corporate tax compliance, tax provision reporting, and strategic tax planning.You'll collaborate across departments, leverage cutting-edge tax technology, and contribute to high-impact projects that shape our financial

Our associates celebrate lives.Consider the possibilities of joining a Great Place to Work!.Greets guests and visitors, offering assistance when entering the building.Notifies staff members when appointments arrive and escorts guests to appropriate room.Answers routine questions associated with serv

At Palm Beach State College, you will discover a place where ideas come to life and the heartbeat of a county begins.By joining us, you will be exposed to professionals from across the U.As the Panthers, we embrace a community of belonging, caring, and connection for our students and employees.We se

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Confirm scope of work and compensation with installers prior to start of job.