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Wealth Management Sales Support Opportunity in Financial Services Internal Advisory Transitions Associate Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule. Role Type: Full time Salary: $50,000 - $60,000 per year + sales incentive compensation paid quarterly Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Summary: The Internal Advisory Transitions Associate is an entry-level role within the Advisory Consulting Team, focused on facilitating asset movement onto Osaic's Wealth Management Platform (WMP). The role involves proactive outreach to financial advisors as well as following up diligently on referrals provided by other members of the Osaic Advisory Consulting Team. Role will engage with various Osaic stakeholders regularly and must be through and detail oriented. This role offers an exciting opportunity to build foundational knowledge of investment advisory services, develop core sales skills, and contribute to the success of a high-performing team. Responsibilities: • Provide leading service and support experiences for our advisors on WMP program and manager selection., • Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue., • Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform., • Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift., • Consistent and expedited follow-up on asset transition leads/opportunities as provided by other members of the Consulting Team., • Accurately log and track all advisor interactions in the CRM system (Salesforce)., • Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming events., • Develop working knowledge of the Wealth Management Platform, investment options, and advisory best practices., • Collaborate with senior consultants to ensure a seamless handoff and high-quality advisor experience., • Participate in regular team meetings and training sessions to enhance platform and sales expertise., • All other duties as assigned. Education Requirements: • A Bachelor's degree in Business, Finance, Economics is preferred. A high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of a college degree. A minimum of a high school diploma or equivalent is required. Basic Requirements: • Minimum 3 year's wealth management or securities industry experience, • 1-2 years' experience in sales, business development or client facing financial services role., • Active FINRA Series 7 license, or successful completion within 6 months of hire., • Strong phone presence with a professional, confident, and engaging communication style., • Eagerness to learn investment advisory concepts and platforms., • Highly organized with attention to detail and the ability to manage multiple tasks., • Comfortable working in a fast-paced, team-oriented sales environment., • Proficiency in Microsoft Office, especially Excel and Outlook., • Ability to document interactions and manage follow-ups in CRM tools., • Sales-minded attitude with curiosity and resilience. Preferred Requirements: • Investment advisory support experience, • Completion of the FINRA SIE exam, • Experience with Envestnet / Wealth Management Platform, • Experience with Salesforce

Overview The Family Office is an investment-focused organization responsible for aligning the family’s investment strategy and asset allocation with long-term objectives, while ensuring that all operational, administrative, and lifestyle-related needs are executed seamlessly. The office operates as a small, high-performing team that values integrity, precision, and a deeply service-oriented mindset. The Family Office is seeking an Operations Associate to support and enhance the day-to-day functioning of the office’s non-investment activities. This individual will work closely with Family Office leadership and serve as a central coordinator across vendors, advisors, household staff, and internal processes. The role requires strong organizational capabilities, sound judgment, and the ability to operate with discretion across a wide range of responsibilities. This is an in-office role based in Midtown Atlanta, reporting to the CEO, with periodic travel to New York City as needed. The role offers meaningful growth potential for high performers, with increasing scope and responsibility as the family office continues to build and scale. Responsibilities Vendor & Advisor Coordination • Serve as a primary point of contact for third-party service providers, including insurance brokers, legal counsel, tax advisors, property managers, and charitable administrators, • Coordinate onboarding, ongoing management, and periodic review of vendors and external partners, • Oversee personal insurance coverage across assets (e.g., real estate, vehicles, valuable property), including tracking policies, renewals, and working with brokers to ensure appropriate and up-to-date coverage, • Track contracts, key deliverables, and renewal timelines to ensure proactive management of relationships Entity & Document Management • Assist with administration of legal entities, including maintaining organizational documents, tracking compliance requirements, and supporting external legal and tax advisors, • Coordinate execution, storage, and retrieval of important documents (e.g., contracts, estate planning materials, insurance policies), • Support diligence and information gathering for legal, tax, and operational matters Financial & Administrative Support • Partner with external accounting and finance teams to support reporting, bill pay coordination, and tracking of non-investment assets and expenses, • Assist with opening and maintaining bank and brokerage accounts, including coordinating documentation, onboarding processes, and ongoing account administration, • Support coordination of inputs for periodic reporting and assist in preparing summaries or materials for leadership and family members, • Support budgeting, expense tracking, and cash flow coordination for operating entities and households Reporting & Information Coordination • Coordinate and consolidate information across advisors to support accurate and timely reporting, • Assist in preparing materials for internal meetings, family discussions, and external advisor updates, • Track key data points across entities, properties, and accounts to support visibility and decision-making Operations & Infrastructure • Support the day-to-day operations of the family office, ensuring consistency, reliability, and attention to detail across all non-investment functions, • Assist in developing, documenting, and refining internal processes, workflows, and systems to improve efficiency and scalability, • Maintain and organize centralized records, including digital and physical filing systems, ensuring accuracy, accessibility, and confidentiality, • Support business continuity planning and operational best practices across the office Technology & Systems • Help manage and optimize internal systems, including document management platforms, shared drives, and data organization, • Support implementation and onboarding of new tools (e.g., expense management, reporting, secure communication platforms), • Coordinate with external IT vendors on system maintenance, access management, and basic cybersecurity best practices, • Maintain data integrity and consistency across systems HR / People Operations • Collaborate with Household Managers and external service providers to support administration of household staff and operations, • Support onboarding and offboarding processes for household and office staff, • Assist with coordination of payroll, benefits, and related administrative processes with external providers, • Maintain organized employee records and documentation, • Support ad hoc people-related needs across the family office ecosystem Philanthropy & Special Projects • Support administration of charitable activities, including coordination with custodians, tracking donations, and maintaining records, • Lead or support special projects, including research, vendor sourcing, and implementation of new initiatives, • Provide flexible, hands-on support across the family office as priorities evolve Qualifications: • Bachelor’s degree required, • 1–5 years of experience in financial services, wealth management, operations, paralegal, or a related field, • Exceptional attention to detail with the ability to manage multiple priorities and follow through consistently, • Demonstrates a high degree of professionalism, confidentiality, and sound decision-making, • Clear, polished communicator with the ability to interact effectively with a wide range of stakeholders, • Proactive, resourceful, and comfortable operating independently in a dynamic environment, • Strong commitment to supporting others with a high-touch, solutions-oriented approach, • Comfortable navigating evolving priorities within a small, fast-paced team Job Type: Full-Time, In-Person; office located in Midtown Atlanta, GA Compensation: Annual salary range of $75,000 - $100,000, based on experience and qualifications, with comprehensive benefits

Client Experience Associate Safe Act, Assistant Vice President Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the banking, credit and investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, account opening and product partners) to fulfill client requests. Responsibilities • Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation of processes and data, which includes identifying policy gaps, formulating recommendations, researching and interpreting information, and identifying data inconsistencies to define business issues, • Partners with sales teams, and liaises with internal partners (KYC, account opening and product partners) to fulfill client requests while maintaining constant communication. Provides the highest level of customer service and teamwork., • Ensure all documentation is current, accurate, and complete, fulfilling requests promptly., • Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with substantial potential impact., • Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers., • Experience: 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles., • Strong analytical skills, • Strong interpersonal skills, • Ability to manage internal and external relationships, • High degree of engagement and attention to detail, • Ability to manage multiple concurrent deadlines in a dynamic environment, • Excellent verbal and written communication skills. Job Family: Client Onboarding Time Type: Full time Primary Location: Atlanta Georgia United States Primary Location Full Time Salary Range: $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with questions and recommendations * Manage sales transactions while working assigned cash register * Maintain security of cash and protect company assets * Keep the store well-stocked, and recover merchandise * Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards * Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders * Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable * Other duties as assigned* Skills and Experience: * High school diploma or equivalent is preferred * Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred * Ability to follow instructions and interpret operational documents is required * Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting * Excellent customer service and relationship management skills are required * Strong organizational and communication skills are required * Strong problem-solving and decision-making skills are required Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: * Employee Assistance Program * Retirement plans * Educational Assistance * And much more! We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and mak e all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities . This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor. Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Part time 4949 Buford Hwy,Chamblee,Georgia 30341 30281 Family Dollar

This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $140,000 per year A bit about us: Company Overview We are a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. Everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish. Our culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do. Why join us? Comprehensive Health Coverage: Employees have access to medical, dental, and vision insurance plans. Retirement Plans: There are options for 401(k) plans with company matching to help employees save for their future. Paid Time Off: Generous vacation, sick leave, and holiday policies ensure employees can balance work and personal life. Professional Development: Opportunities for continuous learning and career growth through training programs and educational assistance. Wellness Programs: Initiatives to support physical and mental well-being, including gym memberships and wellness workshops. Flexible Work Arrangements: Options for remote work and flexible schedules to accommodate different needs. Job Details Associate Relationship Manager Overview The Associate Relationship Manager plays a critical role in supporting client relationships by managing the day-to-day needs of clients. This position enables senior Relationship Managers to focus on client acquisition and long-term relationship development. Success in this role is demonstrated through strong client service, attention to detail, and the ability to proactively manage multiple priorities while delivering a high-quality client experience. Key Responsibilities Client & Prospect Engagement Lead and manage preparation for all client and prospect meetings Attend meetings, document key takeaways, and oversee follow-up communication and next steps Coordinate pre-meeting strategy sessions (“huddles”) with internal teams to deliver tailored client presentations Partner with internal teams (Reporting, Portfolio Analysts, and Administrative staff) to review and validate client reports and materials Financial Planning & Analysis Oversee and perform data entry for financial plans, balance sheets, and client documentation using financial planning tools Review tax analysis reports and communicate key insights and recommendations to clients Develop and review implementation plans to ensure alignment with client goals and strategies Assist in the development of estate planning recommendations Utilize risk assessment tools to evaluate client risk tolerance and guide investment strategies Portfolio & Account Management Act as a central liaison between Relationship Managers, associates, and administrative teams to support client needs Monitor client portfolios and recommend asset allocation adjustments aligned with client objectives Provide proactive tax-related support, collaborating with clients’ CPAs to ensure accurate and timely information sharing Serve as a liaison to the investment team, including identifying opportunities for private capital participation where appropriate Qualifications Bachelor’s degree required 5+ years of experience in investment management, portfolio construction, or wealth management 3+ years of client-facing experience Willingness to pursue or obtain a CFP or similar professional certification Strong ability to analyze financial data and align investment strategies with client goals High level of technical proficiency, including advanced Excel skills Experience with financial platforms such as eMoney, Addepar, RedBlack, Salesforce, NetX360, or similar systems Core Competencies Professionalism & Integrity Maintains strict confidentiality and professionalism at all times Demonstrates a positive attitude and respectful communication style Builds trust and credibility with clients and colleagues Emotional Intelligence & Communication Strong interpersonal skills with the ability to build relationships and adapt communication style Effectively interprets and responds to client needs and emotions Organization & Execution Highly organized with strong project management skills Able to manage multiple priorities and deadlines without sacrificing quality Self-motivated with the ability to work both independently and collaboratively Composure & Problem Solving Maintains a calm, solutions-oriented approach in fast-paced environments Demonstrates sound judgment when navigating complex or high-pressure situations Adaptability & Reliability Flexible and responsive to changing priorities Consistently dependable, prepared, and proactive Compensation & Benefits This position offers a competitive compensation package, including a base salary and a comprehensive benefits program. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Fantastic firm, great reputation, above market salary ranges - Healthcare focused architecture firm looking for senior leadership to help continue expanding their healthcare team This Jobot Consulting Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $130,000 per year A bit about us: We are a comprehensive design company providing architecture, interior design, MEP engineering, and consulting on medical equipment planning and technology. Our clientele spans healthcare, higher education, government, and commercial sectors nationwide. We bring a wealth of diversified expertise to each project we undertake. Why join us? Flexible work hours Generous PTO accrual rate 9 paid holidays annually Competitive salaries Life, health, dental & vision coverage 401(k) plan Career growth Company-paid continuing education & professional development opportunities Job Details Lead and coordinate with subcontractors and vendors to ensure the successful completion and delivery of projects. Cultivate and sustain a collaborative and professional working atmosphere within the project team, providing leadership through staff development and mentorship. Aid senior management in defining and validating project scope, fees, budgets, and contractual agreements with consultants. Engage with clients to ascertain functional and specific requirements, and compile design information including specifications, materials, colors, equipment, estimated costs, and construction timelines. Maintain consistent and timely communication of project details between clients, internal teams, consultants, and contractors to address technical issues effectively throughout the project lifecycle. Utilize Deltek Vision tools to manage projects, including creating work plans encompassing budgets, scopes, consultants, schedules, fees, costs, and additional services. Collaborate in the preparation of project presentations and conduct work sessions with clients and consultants during schematic, design development, and contract document phases. Review project documents for compliance with building codes and accessibility standards, ensuring adherence to our established guidelines. Oversee construction document accuracy in reflecting design intent and ensuring project profitability. Implement and uphold the Quality Assurance Program throughout the project duration. Identify potential business opportunities and foster existing client relationships, while actively seeking out new projects. Participate in selected marketing and business development endeavors, contributing to the creation of fee proposals. Develop and nurture positive relationships with consultants, contractors, and relevant agencies. Qualifications: • Architectural registration required with current license, NCARB registration preferred. LEED Green Associate Accreditation desired., • Bachelor’s Degree in Architecture or equivalent in education or experience, Master’s degree preferred, • 8-15 years of experience as in Project Architect or Project Management position in an AEC firm, • Commercial, Healthcare or Government project experience, • Revit, • Deltek is a plus Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Associate Advisor We are seeking a driven and technically strong Associate Advisor who believes great financial planning changes lives — and that excellence comes from discipline, preparation, and teamwork. This role is for a developing advisor who takes ownership of their growth, commits to mastering their craft, and understands that client trust is earned through preparation and follow-through. You will partner closely with senior advisors to build thoughtful strategies, prepare thoroughly for meetings, and ensure recommendations are implemented with precision. This role does include operational tasks as well. We are looking for someone who embraces a growth mindset, believes in the power of process, and puts the success of the firm and clients above individual ego. Key Responsibilities: Financial Planning & Strategy Execution • Build and maintain comprehensive financial plans, • Conduct retirement, tax, and scenario modeling, • Analyze investment portfolios and develop allocation recommendations, • Account opening, money movements and other operational tasks, • Prepare detailed, organized client meeting materials, • Attend meetings and contribute with clarity and professionalism, • Explain planning strategies and investment recommendations in a clear, confident manner, • Oversee execution of planning recommendations, • Coordinate investment and strategy implementation, • Track action items and ensure timely, accurate completion, • Independently prepares comprehensive, high-quality financial plans, • Clearly articulates recommendations and earns client confidence, • Demonstrates reliability and earns advisor trust in client preparation, • Completes (or is nearing completion of) CFP® designation, • Proactively identifies ways to improve planning processes, • Shows consistent follow-through and accountability What we are looking for: Experience • 3–7 years in wealth management or financial planning, • Experience building and updating financial plans, • Strong command of financial planning software, • Understanding of portfolio construction and asset allocation, • Experience with tax and retirement modeling, • Bachelor’s degree required, • Series 7 and 66 OR Series 65 required, • Analytical discipline and critical thinking, • Client empathy and professional presence, • Clear, confident verbal communication, • Strong ownership and follow-through, • Coachable with a continuous improvement mindset, • Team-first orientation

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, • Bachelor's degree in Accounting or related field, • Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting, • Obtained or plan to obtain CPA or EA, a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus, • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,750—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description AP Specialist- Atlanta, GA firstPRO 360 is seeking an AP Specialist for a Direct Hire opening with a top wealth management firm in Atlanta. Awesome company and leadership! Hybrid work schedule- Mon, Fri remote Reason role is open: This is a new team they are building out. They will continue to grow this team, train and build people up and layer in lead, manager, associate director and director roles as they grow! Great opportunity for someone to get in on the ground floor of a growing team! SELLING POINTS: • Really cool company culture and business!, • Amazing leadership!, • Awesome opportunity to get in on the ground floor with a growing team!, • Growth opportunities!, • Flexible and understanding environment!, • Great opportunity to think outside the box and do something different! RESPONSIBILITIES: • Ensure that the clients’ bills are paid in an accurate and timely manner, • Process clients’ accounts payable, including payments by check, ACH/Wire and online payments, • Monitoring accounts to ensure payments are up to date, • Ensure adequate funds are available to cover any client cash needs, • Serve as main point of contact for vendor communications, • Process client payroll on a weekly basis ensuring the disbursement of funds is timely and accurate, • Issue and maintain the annual 1099s REQUIREMENTS: • Bachelor’s degree in Accounting or other related field, • Small company experience preferred, • Prior experience in Accounts Payable, • Private banking experience is a plus, • Professional and discrete; able to handle sensitive information appropriate, • **Must be able to pass a credit check/education verification/criminal background check/drug testCompany DescriptionfirstPRO 360 is a professional recruitment firm that has been providing talented professionals with opportunities since 1986. We invest in building relationships with people and businesses to benefit the communities that we live and work in. Our success is built on a foundation of absolute integrity and the highest dedication to providing value both within and beyond our organization.firstPRO 360 is a professional recruitment firm that has been providing talented professionals with opportunities since 1986. We invest in building relationships with people and businesses to benefit the communities that we live and work in. \r\n\r\nOur success is built on a foundation of absolute integrity and the highest dedication to providing value both within and beyond our organization.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution • Process client paperwork, forms, and documentation with accuracy and efficiency., • Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies., • Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed., • Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions., • Stay current on custodial procedures, platform updates, and regulatory requirements., • Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution., • Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency., • Participate in team meetings and contribute to process improvement initiatives., • Identify and report operational inefficiencies or recurring issues., • Assist in documenting and refining standard operating procedures (SOPs)., • Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives., • Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: • Two to Four years of job related experience, • Financial services industry required, • Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus, • Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $29—$34 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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