Benjamin Franklin Plumbing jobs in Yorkville, IL - 33 jobs

Benefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Responsible for developing and implementing social media strategies to enhance brand awareness, engagement, ultimately drive business goals. Create content, manage social media campaigns. Analyze performance. Stay updated on social media trends and platform changes. Be familiar with Facebook, Instagram, & Tik Tok Compensation: $18.00 - $30.00 per hour Join the Benjamin Franklin Plumbing Team! We want to make joining our team as easy as possible. Our team members are the most valuable assets in our organization. It's true, our employees come first! How do we prove it? First things first. Pay- We believe the best performers deserve the best pay. That's why we want to pay YOU the best competitive rate. Flexibility- We want YOU to have time for the most important things in your life. Our scheduling is flexible. Find out how we do it. Career Path- We offer you an unlimited future with our world class training programs. Our training programs include Technical Training, Virtual technical training, communications, sales, and more! If you are serious about your career and want to learn from the best in the industry apply today! So, if you have a great attitude and a strong work ethic, and are someone who takes pride in the work you do, then we want to hear from you! Each franchise location is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. The franchisee sets their own compensation and benefits. All inquiries about employment, benefits, scheduling and compensation at this franchise should be made directly to the franchise location, and not to Benjamin Franklin Plumbing Corporate.

Job DescriptionDescription: About The Plumbing Department Inc: Well established, locally owned and operated company is looking for an experienced plumber to join our ever-growing team as a Sales Technician. We have a very loyal customer base and are looking for consistent, reliable, knowledgeable plumbers to join us in serving the Chicago community. - Role Plumbing Salesperson - Responsibilities: Diagnose residential plumbing issues through on-site inspections. Provide accurate, detailed repair and replacement estimates. Clearly explain findings, options, and pricing to customers. Deliver excellent customer service with strong written and verbal communication. Maintain accurate documentation and follow up on open estimates. Collaborate with office staff and technicians to ensure smooth scheduling and job completion. Use plumbing knowledge to recommend appropriate solutions and ensure estimates follow company standards. - Salary: Hourly or Commission options available. Average $125-150,000 annual plus sales bonus opportunities. - Benefits: Medical Insurance Dental Insurance Paid Time Off 401(k) Sales Bonuses Requirements: Qualifications: Valid Driver's License 3-5 yrs plumbing experience Construction experience (Preferred) Strong troubleshooting and critical thinking skills Excellent written and verbal communication skills High school education or equivalent (Preferred)

Job Description Investment Operations Associate This role is part of a team of experienced professionals in the field of wealth management advisory services. A mature and dynamic firm, that provides investment and financial planning services to high-net-worth clients. We are looking for an Investment Operations Associate who is energetic, detail-minded and business oriented. The ideal candidate will thrive in a collaborative setting. The team values self-motivation, exceptional problem solving and analytical skills. Responsibilities Assist in servicing and maintaining the existing book of business Establish and maintain new and existing accounts including account features (bank information, standing instructions and householding) and client information Execute requested transactions and implementation of strategies for clients' accounts Understand and execute the establishment of various types of financial strategies Process client information changes Resolve client inquiries in a timely and effective manner Case preparation for all client meetings including file creation, data updates, account level synopsis, account performance and tax details Ensure compliance by maintain electronic client files with detailed notes of processing history Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills Contribute to internal workflow system upgrades and development to improve operational efficiency Provide exceptional administrative support to advisors and the team, fostering a collaborative and successful work environment. Perform any additional tasks and responsibilities deemed appropriate by advisors and directors, demonstrating a willingness to adapt and contribute to the team's overall success Results: Successfully manage and maintain accounts with minimal errors regarding account features and transaction execution. Ensure all electronic client files are fully compliant with company standards and regulatory requirements Maintain a high standard of communication and resolve client inquiries promptly. Attend and participate in Wealth Management conferences, home office learning opportunities, technology additions & enhancements & portfolio reviews. Required Qualifications: Bachelor's degree, and/or equivalent work experience with strong interest in financial markets is preferred FINRA Registration (Series 7, 63 or 66) 2+ years of Investment Operations experience California Life & Health license (or must obtain within 45 days of employment) Benefits: We strive to provide a comprehensive benefits package that reflects our commitment to you. We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive. A competitive base salary commensurate to experience 100% medical, dental, and disability insurance provided by employer Profit-sharing plan Employer-sponsored licensing, professional development, and education opportunities Paid vacation, sick, and holiday pay

Executive Assistant We are seeking a highly capable, proactive Executive Assistant to support the Founder of a growing financial planning firm. This role is designed for someone who thrives in a fast-paced, high-accountability environment and takes pride in making a leader's life and business run better. The ideal candidate is organized, discreet, confident, and comfortable managing up. You'll act as a true right hand-anticipating needs, protecting time, and ensuring priorities move forward efficiently. Key Responsibilities: Executive Support & Productivity Own and manage the Founder's inbox, including email triage, delegation, drafting responses, and follow-up Manage complex calendar scheduling, including 10-12 meetings per day, ensuring adequate prep, buffers, and follow-through Send reminders, prepare agendas, and track action items to completion Take notes during internal meetings and ensure accountability on follow-ups Track advisor meeting notes and ensure documentation is completed and accurate Run basic CRM reports and assist with data cleanliness and follow-up tracking Handle business and personal travel arrangements as needed Business Operations & Administration Run payroll and assist with 401(k) administration with a high level of discretion Handle bookkeeping tasks such as tracking receipts, maintaining gift logs, and ensuring records are entered accurately (e.g., Unified) Maintain office operations including supplies, project clean-up, and general organization Assist with special projects and ongoing process improvements Marketing & Relationship Support Assist with light marketing efforts, including: Overseeing a social media calendar Coordinating simple logistics (e.g., making restaurant reservations for client or prospect meetings) Support prospecting and follow-up workflows where needed Communication & Availability Act as a gatekeeper and trusted extension of the Founder Be open to occasional evening calls or weekend travel support, while maintaining mutual respect for boundaries Communicate proactively when priorities conflict or clarity is needed What we are looking for: Skills & Experience Bachelors degree is required 5+ years of experience supporting a senior executive or founder (financial services experience is a plus) Exceptional organizational and time-management skills Strong written and verbal communication skills Comfortable handling confidential and sensitive information Tech-savvy; experience with CRM systems, bookkeeping tools, and Microsoft Office Personality & Work Style High trust, low maintenance Thick-skinned, accountable, and persistent Confident managing up and pushing back respectfully when needed Direct communicator who can articulate needs and expectations clearly Proactive problem-solver who anticipates rather than reacts Detail-oriented without losing sight of the bigger picture What Success Looks Like: The Founder's time is protected and leveraged effectively Meetings are prepared, followed up on, and productive Nothing slips through the cracks The Founder can focus on strategy, clients, and growth-because everything else is handled!

Perform plumbing installations, repairs, and maintenance tasks according to industry standards and regulations. Diagnose plumbing issues and develop appropriate solutions. Communicate effectively with clients to understand their requirements and provide exceptional service. Maintain accurate records of work performed and materials used. Adhere to safety protocols and ensure compliance with health and safety regulations. Collaborate with team members to ensure timely completion of projects. Qualifications Proven experience as a plumber, with a minimum of 4 years in the field. Valid plumbing license. Strong knowledge of plumbing systems, tools, and equipment. Excellent problem-solving skills and attention to detail. Ability to communicate effectively with clients and team members. Commitment to delivering high-quality workmanship and exceptional customer service.

Job DescriptionDescription: About The Plumbing Department Inc: Well established, locally owned and operated company is looking for plumbers to join our ever-growing team. We have a very loyal residential customer base and are looking for consistent, reliable, knowledgeable plumbers to join us in serving the Chicago community. - Role Plumbing Service Technicians - Responsibilities: Diagnose plumbing issues in residential homes and clearly communicate findings and repair options to customers. Perform service repairs, replacements, and installations in accordance with plumbing codes and company standards. Troubleshoot and repair pipe, water flow, and drainage systems. Provide accurate written estimates and explain pricing and scope of work. Use company iPad software to document notes, create estimates, and process invoices. Maintain a high level of customer service and professionalism at every job site. Follow all safety policies and best practices while working in the field. Sales experience or ability to present solution options is a plus. - Salary: Hourly or Commission options available. Average $125-150,000 annual plus sales bonus opportunities. - Benefits: Medical Insurance Dental Insurance Paid Time Off 401(k) Sales Bonuses Requirements: Qualifications: Valid Driver's License Ability to handle physical workload 3-5 yrs plumbing experience Construction experience (Preferred) Strong troubleshooting and critical thinking skills Excellent written and verbal communication skills High school education or equivalent (Preferred)

Job DescriptionAbout the job A little more about the firm: Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning. Who We are Seeking: Someone looking to take the tax services to the next level for their clients Possesses excellent interpersonal skills Someone who demonstrates determination and commitment Someone who has an entrepreneurial mindset What You'll Do: The essential functions include, but are not limited to the following: As the Tax Manager, you will: Establish and grow the firms tax services department, including managing and training other highly capable and qualified team members Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates Provide audit support and represent clients before tax authorities Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations Collaborate and coordinate with the firms financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client's financial plan and goals Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients Experience: Must meet background check and fingerprinting requirements 5+ years of prior experience in tax compliance and broad knowledge of tax issues Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. Demonstrated management skills and desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems Bachelor's degree in accounting, finance, or related field Certified Public Accountant license in California active and in good standing required. Compensation: The expected pay for this role is up too 185K annually. The actual compensation will be determined based on experience.

Job DescriptionAbout the job The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry - for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Responsibilities Work with current or new members to provide them information about the financial services their families could utilize. Networking with individuals throughout the community. Continuously prospecting in order to secure appointments. Participating in mentor-lead appointments. Asking customers for favorable introductions. Engaging in personal observation through the community. Participating in fraternal activities. Benefits and Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives

Job Description Senior-Client Service As a Client Service Specialist, you'll play a critical role in ensuring an exceptional client experience. You'll support advisors by managing key service and operational tasks while also building strong client relationships. MUST HAVE 2-5 years or more of experience in financial services Responsibilities: Serving as the first point of contact for client inquiries and requests Coordinating meetings between clients and advisors Preparing, processing, and following up on account paperwork Maintaining accurate client records and documentation Providing proactive outreach and follow-up to deepen relationships Supporting the execution of client events and firm initiatives Collaborating with advisors and other team members to improve processes and service Experience: 2+ years of experience supporting a financial advisor or wealth manager Strong organizational and time management skills-you keep things on track Comfortable working in a fast-paced environment with multiple priorities Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite Excellent verbal and written communication skills Proactive, solutions-oriented mindset-you take initiative Ability to travel occasionally to support other firm locations This is a full-time, in-office position based in San Jose, CA. Compensation: 75-90K base salary

Benefits: * 401(k) matching * Bonus based on performance * Competitive salary * Opportunity for advancement * Paid time off * Training & development About the Role: We are a family owned business that believes in educating our community for the need of water conditioning in every household. Responsibilities: * Performing our FREE water test. * Educating our customers on the need for water conditioning in every household * Keeping a clean & presentable vehicle * Treating our customers & their homes with upmost respect Requirements: * 3-5 years in home, residential water conditioning sales experience * Well groomed * Minimum GED * Must have above average work ethic * Dedicated - looking for a career not just a job Perks/Benefits: * 401k plan with employer contribution. * No cap on commission * We a Brita Pro water conditioning dealer which helps with name recognition in the home * Room for advancement About Us: We are a family owned business that has served DuPage, Kane, Kendall & surrounding counties for the past 22 years.

Plumbing Careers at Benjamin Franklin Plumbing offer paid holidays and vacations, 401K with employer matching, uniforms, and company vehicles. Shifts are Mon-Fri 7:00am-3:00pm or 8:00an-4:00pm and looking to offer Tues-Sat shifts as well as exploring 4 ten hour days in lieu of 5 eight hour days. Do you value professionalism and punctuality? Do you want to work with the best professionals in the plumbing industry? Then you could be a candidate for Benjamin Franklin Plumbing! JOB SUMMARY Experienced Journeyman Plumbers will be servicing, repairing, and replacing plumbing systems for clients. JOB DUTIES * Utilize Straight Forward Pricing (including all company approved forms) correctly on each call * Wear floor savers while in the client's home and maintains a neat work area * Test each aspect of the job before leaving a home to make sure everything is working properly. * Explain services performed to the client each time a maintenance or repair is completed. * Ensure clients are 100% satisfied with all work MINIMUM REQUIREMENTS * A Journeyman Plumber is considered senior level and typically operate their own truck * All applicable licensing required

We offer: Great Medical & Dental Coverage Paid time off 401k Fully stocked truck w / gas card Competitive pay Responsibilities include: Complete/Analyze all HVAC service system checks efficiently and accurately Know how to provide outstanding customer service, to ensure a high level of satisfaction and customer happiness Maintain a clean, organized job site and well-equipped truck Actively participate in all training exercises, morning meetings, and technical vendor training Train and mentor apprentices to develop on-time, high quality installations Requirements: EPA certification (REQUIRED) 2 year's minimum experience Extremely organized with exceptional execution abilities Must have a valid driver's license and pass driving record screening Must pass drug screening Must pass criminal background check

Associate Service Advisor- Mission Woods, MS We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service Advisor, supporting advisors, communicating directly with clients, and ensuring every client receives an exceptional, transparent, and seamless experience Key Responsibilities Serve as a primary point of contact for clients: answering questions, providing updates, and delivering an outstanding service experience. Support financial advisors with client meeting preparation, follow-up tasks, and account servicing needs. Process and track client requests, including paperwork, transfers, and account changes with accuracy and efficiency. Maintain updated client records in CRM and internal systems. Communicate proactively with clients to ensure they feel informed and confident in the planning process. Collaborate with internal team members to resolve issues and improve processes. Participate in ongoing training and development to expand your industry knowledge. What You Bring A strong desire to learn and grow within the financial services industry. Excellent written & verbal communication skills. High attention to detail and the ability to stay organized in a dynamic environment. A client-first mindset with genuine care for helping people achieve financial clarity. The ability to handle confidential information with professionalism. A proactive approach to problem-solving and follow-through. 1+ years of experience in financial services FINRA registered: 7/66 is a plus Our Core Values Growth Mindset: You embrace learning, welcome feedback, and stay curious. You understand that skills are built over time-with persistence, humility, and consistent effort. Transparency: You communicate openly and honestly with clients and teammates. You believe clarity builds trust-and you're committed to keeping people informed every step of the way. Humility: You're confident yet grounded. You show respect, ask questions, and are willing to say “I don't know yet, but I'll find out.” You're motivated by team success, not ego. Why Join Us? Hands-on mentorship from experienced financial professionals Clear pathways for career growth in client service, operations, or advising A supportive, team-oriented environment that celebrates learning and progress Opportunities to contribute meaningfully to clients' financial wellbeing Professional development, continuing education, and industry training

Investment Operations Associate This role is part of a team of experienced professionals in the field of wealth management advisory services. A mature and dynamic firm, that provides investment and financial planning services to high-net-worth clients. We are looking for an Investment Operations Associate who is energetic, detail-minded and business oriented. The ideal candidate will thrive in a collaborative setting. The team values self-motivation, exceptional problem solving and analytical skills. Responsibilities Assist in servicing and maintaining the existing book of business Establish and maintain new and existing accounts including account features (bank information, standing instructions and householding) and client information Execute requested transactions and implementation of strategies for clients' accounts Understand and execute the establishment of various types of financial strategies Process client information changes Resolve client inquiries in a timely and effective manner Case preparation for all client meetings including file creation, data updates, account level synopsis, account performance and tax details Ensure compliance by maintain electronic client files with detailed notes of processing history Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills Contribute to internal workflow system upgrades and development to improve operational efficiency Provide exceptional administrative support to advisors and the team, fostering a collaborative and successful work environment. Perform any additional tasks and responsibilities deemed appropriate by advisors and directors, demonstrating a willingness to adapt and contribute to the team's overall success Results: Successfully manage and maintain accounts with minimal errors regarding account features and transaction execution. Ensure all electronic client files are fully compliant with company standards and regulatory requirements Maintain a high standard of communication and resolve client inquiries promptly. Attend and participate in Wealth Management conferences, home office learning opportunities, technology additions & enhancements & portfolio reviews. Required Qualifications: Bachelor's degree, and/or equivalent work experience with strong interest in financial markets is preferred FINRA Registration (Series 7, 63 or 66) 2+ years of Investment Operations experience California Life & Health license (or must obtain within 45 days of employment) Benefits: We strive to provide a comprehensive benefits package that reflects our commitment to you. We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive. A competitive base salary commensurate to experience 100% medical, dental, and disability insurance provided by employer Profit-sharing plan Employer-sponsored licensing, professional development, and education opportunities Paid vacation, sick, and holiday pay

Financial Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-Office

Benefits: * 401(k) matching * Bonus based on performance * Competitive salary * Opportunity for advancement * Paid time off * Training & development Responsible for developing and implementing social media strategies to enhance brand awareness, engagement, ultimately drive business goals. Create content, manage social media campaigns. Analyze performance. Stay updated on social media trends and platform changes. Be familiar with Facebook, Instagram, & Tik Tok

Job DescriptionDescription: About The Plumbing Department Inc: Well established, locally owned and operated company is looking for experienced plumbers to join our ever-growing team. We have a very loyal customer base and are looking for consistent, reliable, knowledgeable plumbers to join us in serving the Chicago community. - Role Plumbing Technician - Responsibilities: Assemble and install plumbing systems Troubleshoot and repair pipe and pipeline systems Prepare written work cost estimates for clients Adhere to safety policies and procedures Running service calls that include assembly/installation and repair of plumbing, water flow, and drainage systems in accordance with plumbing codes Operate iPad online software to record notes, estimates, and invoices for customers in the field - Salary: Hourly or Commission options available. Average $125-150,000 annual plus sales bonus opportunities. - Benefits: Medical Insurance Dental Insurance Paid Time Off 401(k) Sales Bonuses Requirements: Qualifications: Valid Driver's License Ability to handle physical workload 3-5 yrs plumbing experience Construction experience (Preferred) Strong troubleshooting and critical thinking skills Excellent written and verbal communication skills High school education or equivalent (Preferred)

About the job A little more about the firm: Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning. Who We are Seeking: Someone looking to take the tax services to the next level for their clients Possesses excellent interpersonal skills Someone who demonstrates determination and commitment Someone who has an entrepreneurial mindset What You'll Do: The essential functions include, but are not limited to the following: As the Tax Manager, you will: Establish and grow the firms tax services department, including managing and training other highly capable and qualified team members Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates Provide audit support and represent clients before tax authorities Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations Collaborate and coordinate with the firms financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client's financial plan and goals Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients Experience: Must meet background check and fingerprinting requirements 5+ years of prior experience in tax compliance and broad knowledge of tax issues Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. Demonstrated management skills and desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems Bachelor's degree in accounting, finance, or related field Certified Public Accountant license in California active and in good standing required. Compensation: The expected pay for this role is up too 185K annually. The actual compensation will be determined based on experience.

Senior-Client Service As a Client Service Specialist, you'll play a critical role in ensuring an exceptional client experience. You'll support advisors by managing key service and operational tasks while also building strong client relationships. MUST HAVE 2-5 years or more of experience in financial services Responsibilities: Serving as the first point of contact for client inquiries and requests Coordinating meetings between clients and advisors Preparing, processing, and following up on account paperwork Maintaining accurate client records and documentation Providing proactive outreach and follow-up to deepen relationships Supporting the execution of client events and firm initiatives Collaborating with advisors and other team members to improve processes and service Experience: 2+ years of experience supporting a financial advisor or wealth manager Strong organizational and time management skills-you keep things on track Comfortable working in a fast-paced environment with multiple priorities Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite Excellent verbal and written communication skills Proactive, solutions-oriented mindset-you take initiative Ability to travel occasionally to support other firm locations This is a full-time, in-office position based in San Jose, CA. Compensation: 75-90K base salary