Operations Internship jobs at CliftonLarsonAllen - 1628 jobs

Operations Coordinator
Aspiranet 4.0
Turlock, CA jobs
Shift: Monday to Friday 8:00 AM to 5:00 PM Make a Meaningful Impact Aspiranet, a leading California-based nonprofit dedicated to supporting children, youth, and families, is seeking a compassionate and committed Operations Coordinator to join our Residential division. In this division, you'll help create safe, structured environments where youth can heal, grow, and thrive. Our programs provide therapeutic care tailored to each individual's needs, focusing on emotional well-being, life skills development, and relationship building. If you're driven to support youth on their path toward stability and empowerment, we'd be delighted to have you on our team. ️ About Aspiranet Aspiranet is a mission-driven social services agency with a proud legacy of supporting California communities since 1975. We are committed to ensuring that every child is loved, every family is supported, and every individual has the tools to succeed. Our services span the state and are delivered through six dedicated divisions: Foster Care and Adoption, providing support for children and families throughout the foster and adoption journey; Transitional Aged Youth (TAY), offering programs that guide young adults as they transition from foster care to independent living; Residential, delivering therapeutic care in structured, supportive environments to help youth thrive; Intensive Home-Based Services, focused on meeting individualized needs within the home, school, and community; Behavioral Health, delivering short-term, intensive mental health services for youth at risk; and Family and Community, emphasizing early intervention and family-strengthening supports. At Aspiranet, every role contributes to something greater-helping to create a future where opportunity, hope, and healing are within everyone's reach. ️ Position Summary The Operations Coordinator is responsible for improving overall quality, operational efficiency, staffing consistency, and regulatory compliance across all STRTP cottages. This position provides ongoing support to cottage staff to ensure adherence to Program, Agency, Community Care Licensing (CCL), and Joint Commission (TJC) requirements. The Coordinator oversees staffing scheduling for the 24/7 program, manages operational systems, monitors compliance, and ensures cottages always remain audit ready. The role acts as a central hub between cottage supervisors, administration, and support departments to maintain safe, effective, and well-coordinated operations. Key Responsibilities Assists Intensive Care Coordinators and Program Supervisors in maintaining adequate staff coverage by oversight of the master staff schedule for all cottages, making shift adjustments, ensuring adequate and appropriate staffing ratios. Respond to daytime callouts during regular scheduled shift hours. Maintain an up-to-date relief/per-diem pool and oversee the overtime rotation system. Track callouts, attendance trends, and provide staffing data to Administration weekly coordinating with Supervisors regarding restrictions, training or needs that impact scheduling. Collaborate with leadership to monitor compliance and outcomes and to implement solutions that support ongoing compliance. Conduct routine cottage walkthroughs to monitor safety, cleanliness, aesthetics, and environmental compliance. Monitor cottage logs, and other records for accuracy, completeness, and regulatory alignment. Review of cottage supplies and inventory and ensure consistency across cottages. Assist in operational readiness for CCL and TJC reviews, including documentation audits, maintenance requests and corrective action follow-up. Conducts weekly collection of receipts, expense materials, and required paperwork from cottages for processing and submission. Qualifications Proficiency in Microsoft Word or similar current word processing software Ability to identify trends or problem areas. Experience working in a Windows based environment including communications software using remote and file transfer protocols. Flexibility to manage the assigned workload in order to meet task deadlines. Ability to prioritize multiple tasks. Experience and knowledge of operating and maintaining standard office equipment such as a copier, and printer. Ability to analyze and interpret data, and to effectively communicate findings. Meets all state required conditions of employment as set forth by Community Care Licensing for a Licensed Community Care facility, i.e. Fingerprint and Child Abuse Index clearance, TB/Health Physical, valid CDL and clean driving record. Meets all compliance requirements of federal, state, and county regulations by periodic sanction checks. List the minimum education, experience, skills, and certification required or preferred for this role. Be sure to include both required and desirable qualifications. Work Environment & Schedule Include details of the anticipated work environment, such as whether it will be a hybrid or on-site arrangement. Additionally, provide any unique scheduling requirements, including travel commitments or the needs for evening work. Being specific and transparent is key such as any expatiations for being on-site for two days each week. ️ Why Aspiranet? Only for Full Time, benefit-eligible roles. Please adjust to Part Time and On Call roles. Competitive compensation, comprehensive benefits package, and a 403(b) retirement plan with employer matching. Access to the free Aspiranet Employee Perks Program. Enjoy exclusive discounts on entertainment, travel, wellness, pet care, gym memberships, theme parks, and more. Flexible Hybrid Schedule. Enjoy the mix of remote and in-office work, supporting work-life balance. Flexible paid time off including 11 paid holidays, 10 vacation days, 10 sick leave days, two diversity days, and paid birthday time off. Access to our employee assistance program including 24/7 crisis line; up to 6 counseling sessions per issue. Training opportunities are available to support your ongoing development and career aspirations. Collaborate in a supportive, inclusive, and mission-aligned culture. Opportunity to lead meaningful initiatives that support employee wellbeing. ️ Physical Demands: The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions. This position typically operates in a standard office environment. The noise level is generally quiet and remains within OSHA's established safety levels at all times. ️ Equal Employment Opportunity Aspiranet is an equal opportunity employer that recognizes the value of diversity. We believe a diverse workforce within a culture of Inclusion, Diversity, Equity, and Access (IDEA) increases creativity, innovation, problem-solving, and teamwork for the youth and families that we serve and the organization as a whole. Aspiranet strives to provide our employees with a workplace that is welcoming, inclusive of differing world views, cultures, and lived experiences. ️ How to Apply Join us in building brighter futures. ️ Ready to Apply? Join us in building brighter futures. Apply today through our career portal: Click here to apply: ************************* Pro Tip: Once you're in the portal, be sure to create an account to get started on your application! It's quick, easy, and the first step to making a difference.
$41k-58k yearly est. 3d ago

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Client Operations Specialist - Tax
Baker Tilly Virchow Krause, LLP 4.6
Chicago, IL jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Client Operations Specialist - Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders. Works closely with the Client Service Delivery Manager - Operations to identify, respond to, and anticipate service delivery needs and process optimization opportunities. The Client Service Delivery Coordinator - Tax is an individual contributor role primarily responsible for executing tasks and processes related to the service needs of Tax client teams and stakeholders. Responsibilities Deliver tax return and extension assembly and efile services Deliver administrative services to support Tax leadership and client delivery teams Maintain on and offsite client files Create and maintain workflows and support special projects for Tax teams Support tasks to maintain successful office operations Qualifications High school diploma required, associate or bachelor's degree preferred 3 to 5 years of relevant experience required Minimum of three (3) years of operational support experience with prior experience in a professional services organization preferred Intermediate ability to utilize Microsoft Office Suite applications with minimal guidance and support Experience working with communication / presentation platforms (Teams, Zoom, etc.) Salesforce, Prostaff, STAR, Esker experience preferred Ability to communicate in a clear and concise manner effectively and proactively with keen sense of accuracy and attention to detail Ability to share knowledge and assist with the training and development of new team members Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance Ability to take initiative, work autonomously, and collaboratively in a team setting The compensation range for this role is $26.00 to $49.10 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$26-49.1 hourly 8d ago
Operations Coordinator
Arthur Lawrence 3.3
New York, NY jobs
Arthur Lawrence is looking for a Operation Coordinator for one of our clients in New York City, NY. Please find the job description below and send us your updated resume if interested: Must-Have Skills : Ability to manage and prioritize multiple projects effectively Strong attention to detail and comfort with ambiguity Proficiency in Excel or Google Sheets Nice to Have: Basic SQL knowledge Experience in third-party delivery or account management and phone calls About Us: Arthur Lawrence is a management and technology consulting firm providing enterprise-wide business transformation and business applications implementation services to Fortune 100 and Big 4 organizations. Our in-depth technical knowledge and broad experience in working with world-class companies enable organizations to leverage our capabilities in developing winning strategies and cost-effective solutions. We are a UN Women Empowerment Principal Signatory and are certified by National Minority Supplier Development Council. Recent Associations & Acknowledgments: Been recognized as a 2023 TOP WORKPLACE by the Houston Chronicle IAOP Award; Ranked in the top 100 internationally Ranked among the Inc 5000 twice - as one of the FASTEST GROWING COMPANIES OF AMERICA Member of HMSDC, NMSDC and NY&NJMSDC Our Seven Pillars: We rely on the seven core values that we believe enable us to deliver quality for our consultants and clients: Education, Integrity, Value Creation, Collaboration, Best Client, Best People, and Stewardship. Through strict adherence to these core values, we have achieved success beyond all documented forecasts and anticipation. Powered by Froala Editor
$46k-65k yearly est. 6d ago
Operations Coordinator
Arthur Lawrence 3.3
New York, NY jobs
Arthur Lawrence is looking for an Operations Coordinator one of our clients in New York City, NY. Please find the job description below and send us your updated resume if interested: Must-Have Skills: Experience in office operations, facilities, hospitality, or a similar role Strong organizational skills with high attention to detail Reliable and punctual, with availability for consistent midday coverage Nice to Have Skills: Comfortable with light manual tasks (lifting packages up to 10 lbs) Professional, client-facing demeanor and familiarity with Slack or similar tools About Us: Arthur Lawrence is a management and technology consulting firm providing enterprise-wide business transformation and business applications implementation services to Fortune 100 and Big 4 organizations. Our in-depth technical knowledge and broad experience in working with world-class companies enable organizations to leverage our capabilities in developing winning strategies and cost-effective solutions. We are a UN Women Empowerment Principal Signatory and are certified by National Minority Supplier Development Council. Recent Associations & Acknowledgments: Been recognized as a 2023 TOP WORKPLACE by the Houston Chronicle IAOP Award; Ranked in the top 100 internationally Ranked among the Inc 5000 twice - as one of the FASTEST GROWING COMPANIES OF AMERICA Member of HMSDC, NMSDC and NY&NJMSDC Our Seven Pillars: We rely on the seven core values that we believe enable us to deliver quality for our consultants and clients: Education, Integrity, Value Creation, Collaboration, Best Client, Best People, and Stewardship. Through strict adherence to these core values, we have achieved success beyond all documented forecasts and anticipation. Powered by Froala Editor
$46k-65k yearly est. 6d ago
Operations Coordinator
Career Group 4.4
Los Angeles, CA jobs
Role: Temp Operations Coordinator Company: Confidential - Property Management Leader Schedule: Monday-Friday, in-office Duration: 1-3 month temp (possibility to convert to full-time) Hourly Rate: $34.00/hour Our client is a prominent, multi-asset real estate company that focuses on delivering exceptional experiences for tenants and the communities they serve while driving strong operational results. Created from the combination of ShopCore, ROIC, and EQ Office, the company brings together extensive expertise and scale. They are looking for a Temp Operations Coordinator to join the property management team, serving as the primary point of contact for tenants, visitors, and vendors-the “face” of the property . Key Responsibilities Customer Success Serve as the first point of contact for tenants, visitors, and vendors. Anticipate tenant needs, respond to inquiries, and maintain relationships. Manage work orders and CRM updates. Community Building Foster tenant engagement and celebrate milestones. Plan and provide input on property events. Administrative Support Manage day-to-day office functions, mail, supplies, and meetings. Answer and screen calls, maintain filing systems, and distribute reports. Process and code invoices. Property Management & Operations Ensure operational requirements are met for events. Conduct building walks and report issues. Communicate updates and assist with emergency equipment procedures. Qualifications Previous customer service experience. Some college or equivalent experience. Proficiency in Microsoft Office; ability to learn new software quickly. Please Note: This role requires someone who can start immediately after interviews and is not currently employed full-time. About Us: Career Group is a premier, recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: https://careergroupcompanies.com/california-privacy-notice/ .
$34 hourly 3d ago
Operations Coordinator
Brandsafway 4.1
Cleveland, OH jobs
At BrandSafway, we know our employees are our greatest asset, which is why we give them the tools, training, and resources to be successful. Come join our growing team! **Key Responsibilities:** - Maintain and update CRM records and ensure data accuracy. - Support sales team with quoting, order processing, and contract management. - Track and manage sales pipeline, lead routing, and activity updates. - Prepare sales reports, dashboards, and KPI summaries. - Analyze sales data to identify trends and operational gaps. - Support forecasting activities with Sales, Finance, and Marketing. - Troubleshoot sales tool issues and coordinate with IT or vendors. - Maintain documentation for sales processes and data standards. - Coordinate sales meetings, training sessions, and cross-functional communication. - Assist with onboarding new sales team members. **Qualifications:** - 1-3 years of experience in sales operations, sales support, or similar role. - Proficiency with CRM systems (Salesforce, HubSpot, etc.). - Strong Excel/Google Sheets skills (pivot tables, lookups, formulas). - Excellent communication, organization, and time-management skills. - Strong attention to detail and accuracy. - Preferred: Experience with BI tools (Tableau, Power BI), CPQ systems, or ERP platforms. - Preferred: Understanding of sales processes, funnel metrics, and pipeline management. BrandSafway offers a competitive benefits package that includes medical, dental, vision, life and disability insurance along with a generous 401k plan. About Us: BrandSafway is a leading global provider of access, specialized services, and forming and shoring solutions to the industrial, commercial and infrastructure markets. Through a network of ~340 strategic locations across 25 countries and ~40,000 employees, BrandSafway delivers a full range of industrial service solutions. BrandSafway supports maintenance and refurbishment projects as well as new construction and expansion plans with unmatched service from expert local labor and management. Today's BrandSafway is At Work For You - leveraging innovation and economies of scale to increase safety and productivity, while remaining nimble and responsive. BrandSafway, including its subsidiaries, is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, religion, gender, marital status, sexual orientation, age, disability, special disabled or veteran status. Notice to all potential job candidates: Please be advised that BrandSafway will never require or ask for any fee from you in exchange for being considered, hired, promoted, transferred or having ongoing employment with us. It is a violation of our Code of Conduct if any employee requests any money or fee from you in exchange for tentatively special treatment or consideration. If anyone, regardless of whether an existing employee, or anyone else, requests payment of any fee in exchange for being hired into our company, you may confidentially contact our HR Compliance department at **************************** and provide the name of the individual and any other documentation or proof of such an act. \#LI-KC1 $21.54-$28.99/hour
$21.5-29 hourly 3d ago
Operations Coordinator
Brand Safway 4.1
Cleveland, OH jobs
At BrandSafway, we know our employees are our greatest asset, which is why we give them the tools, training, and resources to be successful. Come join our growing team! Key Responsibilities: Maintain and update CRM records and ensure data accuracy. Support sales team with quoting, order processing, and contract management. Track and manage sales pipeline, lead routing, and activity updates. Prepare sales reports, dashboards, and KPI summaries. Analyze sales data to identify trends and operational gaps. Support forecasting activities with Sales, Finance, and Marketing. Troubleshoot sales tool issues and coordinate with IT or vendors. Maintain documentation for sales processes and data standards. Coordinate sales meetings, training sessions, and cross-functional communication. Assist with onboarding new sales team members. Qualifications: 1-3 years of experience in sales operations, sales support, or similar role. Proficiency with CRM systems (Salesforce, HubSpot, etc.). Strong Excel/Google Sheets skills (pivot tables, lookups, formulas). Excellent communication, organization, and time-management skills. Strong attention to detail and accuracy. Preferred: Experience with BI tools (Tableau, Power BI), CPQ systems, or ERP platforms. Preferred: Understanding of sales processes, funnel metrics, and pipeline management. BrandSafway offers a competitive benefits package that includes medical, dental, vision, life and disability insurance along with a generous 401k plan. About Us: BrandSafway is a leading global provider of access, specialized services, and forming and shoring solutions to the industrial, commercial and infrastructure markets. Through a network of ~340 strategic locations across 25 countries and ~40,000 employees, BrandSafway delivers a full range of industrial service solutions. BrandSafway supports maintenance and refurbishment projects as well as new construction and expansion plans with unmatched service from expert local labor and management. Today's BrandSafway is At Work For You - leveraging innovation and economies of scale to increase safety and productivity, while remaining nimble and responsive. BrandSafway, including its subsidiaries, is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, religion, gender, marital status, sexual orientation, age, disability, special disabled or veteran status. Notice to all potential job candidates: Please be advised that BrandSafway will never require or ask for any fee from you in exchange for being considered, hired, promoted, transferred or having ongoing employment with us. It is a violation of our Code of Conduct if any employee requests any money or fee from you in exchange for tentatively special treatment or consideration. If anyone, regardless of whether an existing employee, or anyone else, requests payment of any fee in exchange for being hired into our company, you may confidentially contact our HR Compliance department at **************************** and provide the name of the individual and any other documentation or proof of such an act. \#LI-KC1 $21.54-$28.99/hour
$21.5-29 hourly 2d ago
Commercial Maintenance and Operations Coordinator
BGSF 4.3
Atlanta, GA jobs
Maintenance and Angus Operations Coordinator Pay: $60,000 - $70,000 Midtown Atlanta Monday - Friday, 8am - 5pm (Onsite) **MUST HAVE 5 YEARS OF MAINTENANCE AND OPERATIONS EXPERIENCE IN COMMERCIAL REAL ESTATE** **MUST BE EXPERT WITH ANGUS SOFTWARE** **LEAD BUILDING ENGINEER EXPERIENCE IS A PLUS** Job Summary: The Maintenance and Angus Operations Coordinator is responsible for overseeing daily field maintenance activities while managing and optimizing the Angus system for operational efficiency. This role ensures that facilities are maintained to high standards, and that all processes within the Angus system are executed accurately and efficiently. Key Responsibilities: • Coordinate and supervise routine maintenance activities to ensure safety, reliability, and functionality of facilities and equipment. • Manage the Angus system, including property implementation, reporting, and troubleshooting, ensuring system accuracy and operational efficiency. • Schedule and track maintenance requests, work orders, and preventive maintenance tasks. • Collaborate with internal teams and external vendors to ensure timely completion of maintenance projects. • Monitor and report on key performance metrics related to both maintenance operations and Angus system usage. • Assist in training staff on the Angus system and maintenance procedures as needed. • Maintain organized records and documentation related to maintenance activities and system operations. • Support the implementation of process improvements to enhance operational efficiency. Qualifications: • 5+ years experience with maintenance management and/or facility operations. • Proficiency in the Angus system or similar operational management software. • Strong organizational, problem-solving, and communication skills. • Ability to manage multiple tasks and priorities in a fast-paced environment. • Knowledge of safety and regulatory standards in facility management is preferred. • Experience in a supervisory role Core Competencies: • Attention to detail and accuracy in system management and maintenance oversight. • Strong interpersonal skills and ability to coordinate with multiple teams. • Analytical thinking and ability to identify process improvement opportunities. • Self-motivated and able to work independently while meeting deadlines. BGSF is an Equal Opportunity Employer. We are committed to providing equal opportunities for employment to all qualified people, regardless of race, color, national origin, religion, sex, age, disability status, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
$60k-70k yearly 3d ago
Commercial Maintenance and Operations Coordinator
BG Staffing Inc. 4.3
Atlanta, GA jobs
Maintenance and Angus Operations Coordinator Pay: $60,000 - $70,000 Midtown Atlanta Monday - Friday, 8am - 5pm (Onsite) MUST HAVE 5 YEARS OF MAINTENANCE AND OPERATIONS EXPERIENCE IN COMMERCIAL REAL ESTATE MUST BE EXPERT WITH ANGUS SOFTWARE LEAD BUILDING ENGINEER EXPERIENCE IS A PLUS Job Summary: The Maintenance and Angus Operations Coordinator is responsible for overseeing daily field maintenance activities while managing and optimizing the Angus system for operational efficiency. This role ensures that facilities are maintained to high standards, and that all processes within the Angus system are executed accurately and efficiently. Key Responsibilities: Coordinate and supervise routine maintenance activities to ensure safety, reliability, and functionality of facilities and equipment. Manage the Angus system, including property implementation, reporting, and troubleshooting, ensuring system accuracy and operational efficiency. Schedule and track maintenance requests, work orders, and preventive maintenance tasks. Collaborate with internal teams and external vendors to ensure timely completion of maintenance projects. Monitor and report on key performance metrics related to both maintenance operations and Angus system usage. Assist in training staff on the Angus system and maintenance procedures as needed. Maintain organized records and documentation related to maintenance activities and system operations. Support the implementation of process improvements to enhance operational efficiency. Qualifications: 5+ years experience with maintenance management and/or facility operations. Proficiency in the Angus system or similar operational management software. Strong organizational, problem-solving, and communication skills. Ability to manage multiple tasks and priorities in a fast-paced environment. Knowledge of safety and regulatory standards in facility management is preferred. Experience in a supervisory role Core Competencies: Attention to detail and accuracy in system management and maintenance oversight. Strong interpersonal skills and ability to coordinate with multiple teams. Analytical thinking and ability to identify process improvement opportunities. Self-motivated and able to work independently while meeting deadlines. BGSF is an Equal Opportunity Employer. We are committed to providing equal opportunities for employment to all qualified people, regardless of race, color, national origin, religion, sex, age, disability status, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
$60k-70k yearly 3d ago
Operations Specialist
Beacon Pointe Advisors LLC 3.5
Scottsdale, AZ jobs
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Specialist for our Ultra High Net Worth offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. Responsibilities Prepare client account paperwork, submit to custodians and follow-up to confirm completion Quality control of submitted requests and account set up in Reporting Platform following firm procedures Handle time sensitive cashiering tasks including capital call fulfillment Execute account maintenance tasks such as account terminations and other special requests as directed Review custodian alerts, document in applicable systems and follow-up as needed to resolve Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc. Research and respond to routine-to-complex inquires within defined service level commitments Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac) Partner with internal teams to document, review and update firm policies & procedures Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Qualifications Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred) 5+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer Excellent interpersonal and verbal/written skills Strong commitment to detail with excellent organization and prioritization skills Self-starter with a proven ability to work in a fast-paced, evolving work environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) Knowledge of Salesforce CRM and Tamarac AdvisorView preferred Experience with Charles Schwab, Fidelity institutional platforms, Pershing and paperwork preferred About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
$41k-64k yearly est. 8d ago
Revenue Operations Analyst
Proven Recruiting 4.3
San Diego, CA jobs
Revenue Operations Analyst | $30-40/hr DOE | Contract | Remote in PST We are looking for a Revenue Operations Analyst to support our go-to-market operations. You'll play an important role in ensuring accounts are aligned to the right territories, records remain accurate and reliable, and core RevOps processes run smoothly, providing our teams with the foundation they need to make better decisions and operate efficiently. This role is ideal for someone who is detail-oriented, analytical, and has hands-on Salesforce experience, with an interest in growing their impact within revenue operations. Who You Are: 1-3 years of experience in Revenue Operations, Business Operations, or CRM/data support Experience with Salesforce; comfortable navigating, updating, and auditing records, as well as building reports Strong attention to detail and commitment to data accuracy and consistency What You'll Do: Audit and validate territory assignments to ensure accuracy and alignment with GTM strategy Maintain clean Salesforce data by managing duplicates, validating records, and ensuring consistency across accounts Support deal desk activities by maintaining accurate contract records and assisting with renewals Conduct bookings audits and quality checks to ensure reliable reporting We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply now! What does this position pay? Compensation is determined by several factors which may include skillset, experience level, and geographic location. The expected range for this role is $30-$40 per hour. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
$30-40 hourly 4d ago
Asset Operations Specialist
4 Corner Resources 4.3
Orlando, FL jobs
4 Corner Resources is seeking an Asset Operations Specialist to support asset intake, tracking, and lifecycle control for one of Central Florida's most recognized healthcare providers. This role centers on maintaining an accurate inventory of IT devices, documenting asset movement, and keeping equipment organized and audit ready. Asset Operations Specialist Responsibilities: Receive incoming laptops, printers, scanners, and related IT hardware Label and assign asset IDs, ensuring devices are properly documented in tracking systems Maintain real-time visibility into inventory levels and asset locations Stage, store, and rotate equipment to the correct areas for deployment or further processing Break down packaging and maintain a clean, compliant, and audit-ready workspace Track and report inventory movement to leadership to support audits and refresh cycles Assist with basic physical handling of equipment without deep troubleshooting responsibilities Asset Operations Specialist Qualifications: Experience in IT asset management, inventory control, logistics, or warehouse operations Strong attention to detail with comfort documenting asset movement Ability to lift and move boxes, pallets, and IT devices as needed Familiarity with laptops, printers, and related peripherals is helpful but not required Asset Operations Specialist Details: Location: Onsite in Orlando, FL Schedule: Monday-Friday (7:30 AM-4:00 PM) or (8:00 AM-4:30 PM) Pay: Starting at $17/hour Status: Long-term contract-to-hire with growth potential and internal advancement 4CR3
$17 hourly 4d ago
Operations Specialist
SBS Creatix 3.6
Saint Louis, MO jobs
About the Role: We are always looking to connect with detail-oriented, process-driven Operations Specialists to support critical business functions across departments. This role is perfect for someone who enjoys improving workflows, solving operational challenges, and making an impact behind the scenes. Key Responsibilities: Execute and optimize daily operational processes to support internal teams and external clients Track, analyze, and report on key metrics to support decision-making Collaborate with cross-functional teams (e.g., Finance, HR, Sales, Client Services) to ensure seamless operations Maintain accurate data and documentation across platforms, systems, and tools Support project management efforts, including timelines, task coordination, and follow-up Troubleshoot issues, identify process gaps, and recommend improvements Assist in implementing new procedures, tools, or technologies to improve efficiency Qualifications: 2-4 years of experience in operations, project coordination, or business support roles Strong organizational and time-management skills with keen attention to detail Proficiency in Microsoft Office Suite (especially Excel); familiarity with tools like Salesforce, ERP/CRM systems, or workflow platforms a plus Excellent communication and problem-solving skills Ability to manage multiple priorities and work independently in a fast-paced environment Preferred Attributes: Experience in a regulated, customer-facing, or data-heavy industry Familiarity with process documentation or internal compliance standards A proactive mindset and a passion for continuous improvement The ideal candidate is a proactive and detail-oriented professional with a solid understanding of business operations and a passion for process improvement. They bring a strong combination of technical aptitude, problem-solving ability, and cross-functional collaboration skills. We're continually building a pipeline of strong operations talent. If you're interested in future opportunities as an Operations Specialist, we encourage you to apply and share your interests. Submit your resume and let us know your availability and preferred work setting (hybrid or onsite).
$42k-61k yearly est. 3d ago
Operations Coordinator (36343)
Birch Family Services Inc. 3.9
New York, NY jobs
The Operations Coordinator is responsible for the overall management and supervision of the community residence. The Coordinator is responsible for providing oversight to a cluster of residences as it relates to: integrity: residential life, fiscal, compliance, incident review, medical, clinical and nutrition. The Operations Coordinator supervises and provides direction to manager based on Birch's Holistic approach, ensures consumer safety, enhances the quality of life and continuity of care for the individuals served and works in collaboration with other departments to ensure that procedures are properly implemented within the residence. This position is full time and the candidate must be able to work a flexible schedule including some late evenings, early mornings and/or weekends. Essential Functions • Manages program services, improves existing services and provides input on components needed to meet the need of the individual served within the residence. • Provides oversight with protecting consumers and plan/provide complete 24 hour coverage of the residences. Ensure the safety and well- being of all consumers residing in the residence. • Ensures that program billing documentation follow state mandates and agency protocols. • Acts as an advocate for residence as appropriate; encourages and supports self-advocacy. • Managing all services in compliance with agency standards. • Ensure that important, significant information is relayed to the school and or dayhab. Information can include but is not limited to, medication changes; hospitalization/ER visits, behavior changes and family issues. • Provides oversight to how meetings are conducted with parents, correspondents and advocates are informed of their family member's condition and progress. This includes immediate notification of injuries, illness or other significant events impacting on the family member's quality of life. • Directs the activities of the Interdisciplinary Treatment Team (IDT) to ensure that each individual has a service plan that is designed to address all of his or her needs and desires and enables them to achieve their potential. Works collaboratively with the clinical/medical team to ensure that all appointments, referrals and follow-up appointments are followed through as prescribed. • Work in conjunction with Residence Managers to ensures that the individuals are offered appropriate referral for any recommended services which cannot be provided by the clinical team. • Provides supervision and oversight with ensuring the safety & well-being of all consumers residing in the residence. • Works as a member of the social service team in the development of off- site recreation, socialization, educational and skill building activities with a view towards community inclusion and integration. • Plans & provides complete 24-hour coverage of the residence. • Collaborates with Human Resources on recruitment functions and assists with site visits and interviews. After the onboarding processes, trains, supervises and evaluates all staff employed in the residence, this is inclusive of all direct support professionals, clinical, and support staff. • Mentors and coaches' employees to ensure that each staff member is able to perform his or her job functions. • Makes certain that the physical plant of the facility is clean, well maintained and free of hazardous conditions. • Provides oversight with maintaining accounts for each individual's personal allowance, bankbooks, deposits, withdrawals and fiscal records. • Ensures the adequate supply of food, household supplies, medication and medical supplies, and any other items necessary for the appropriate care of individual in residence. • May be assigned other tasks and duties Education BSW or related degree with strong experience with similar populations required. LMSW, QDIP Certification preferred Experience A minimum of 3-5 years of clinical/managerial experience with emotionally and developmentally disabled population. Specialized Knowledge, Licenses, etc. • A minimum of 3-5 years management experience with emotionally disabled population. • Must successfully complete Medication Administration Course within 90 days of employment. • Excellent management, communication and organizational skills. • Demonstrated competency in written, verbal and computational skills to present and document records in accordance with program standards. • Proficiency with basic computer usage and Microsoft Office Suite. • Experience working with the CRP population preferred • Valid NYS Driver's License required • Ability and willingness to obtain certification in SCIPR Competencies and advance to Promote Competencies EEO Statement Birch Family Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Birch Family Services complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Birch Family Services expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Birch Family Services' employees to perform their job duties may result in discipline up to and including discharge.
$32k-39k yearly est. 1d ago
Operations Coordinator (36343)
Birch Family Services 3.9
New York, NY jobs
The Operations Coordinator is responsible for the overall management and supervision of the community residence. The Coordinator is responsible for providing oversight to a cluster of residences as it relates to: integrity: residential life, fiscal, Operations Coordinator, Operations, Coordinator, Support Professional, Manufacturing
$32k-39k yearly est. 1d ago
Coordinator, Operations -Chalfont, PA
Brandsafway 4.1
Chalfont, PA jobs
At BrandSafway, we know our employees are our greatest asset, which is why we give them the tools, training, and resources to be successful. Come join our growing team! Responsible for overseeing the receipt and accurate storage of materials, inventory management, material distribution to shop and inspection of the materials. They would also be responsible for all domestic and international shipments. The successful candidate must have strong technical skills to use our ERP system (EPICOR) to manage their work, the materials and job travelers. In addition, will have previous experience in a manufacturing environment including inventory management, logistics experience, work order development and experience using an ERP/MRP in daily work. **Essential Duties and Responsibilities** + Receive and or release incoming/outgoing materials + Inspects incoming material to ensure it meets order quantity & specs and moves to assigned warehouse location + Pulls material for Shop Assemblers to cut according to Job Traveler specs + Conducts stockroom inventory + Manages the stockroom, sets up bin locations for all material with labels and maintains locations on EPICOR + Prepares shipping paperwork and arranges truck lines to pick up customer orders + Takes pictures of outgoing shipments and puts those and copies of BOL's in proper shared folder + Knowledge of Safety Programs and warehouse equipment + Perform material issues in Epicor + Performs weekly cycle counts + Creates various reports when needed + Other duties as assigned **Minimum Requirements:** + High school diploma or equivalent + 2 plus years in manufacturing/inventory control role + Forklift certified + Strong computer skills including Microsoft Office and Teams + Excellent attention to detail and good time management skills + Experience using EPICOR or other ERP/MRP system is required + Good communication skills, both verbal and written **Physical Requirements:** + Ability to lift at least 50 lbs. + Ability to stand and bend for long periods of time + Ability to sit at desk for extended periods of time BrandSafway offers a competitive benefits package that includes medical, dental, vision, life and disability insurance along with a generous 401k plan. About Us: BrandSafway is a leading global provider of access, specialized services, and forming and shoring solutions to the industrial, commercial and infrastructure markets. Through a network of ~340 strategic locations across 25 countries and ~40,000 employees, BrandSafway delivers a full range of industrial service solutions. BrandSafway supports maintenance and refurbishment projects as well as new construction and expansion plans with unmatched service from expert local labor and management. Today's BrandSafway is At Work For You - leveraging innovation and economies of scale to increase safety and productivity, while remaining nimble and responsive. BrandSafway, including its subsidiaries, is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, religion, gender, marital status, sexual orientation, age, disability, special disabled or veteran status. Notice to all potential job candidates: Please be advised that BrandSafway will never require or ask for any fee from you in exchange for being considered, hired, promoted, transferred or having ongoing employment with us. It is a violation of our Code of Conduct if any employee requests any money or fee from you in exchange for tentatively special treatment or consideration. If anyone, regardless of whether an existing employee, or anyone else, requests payment of any fee in exchange for being hired into our company, you may confidentially contact our HR Compliance department at **************************** and provide the name of the individual and any other documentation or proof of such an act. $22-$25/hour
$22-25 hourly 8d ago
Coordinator, Operations -Chalfont, PA
Brand Safway 4.1
Chalfont, PA jobs
At BrandSafway, we know our employees are our greatest asset, which is why we give them the tools, training, and resources to be successful. Come join our growing team! Responsible for overseeing the receipt and accurate storage of materials, inventory management, material distribution to shop and inspection of the materials. They would also be responsible for all domestic and international shipments. The successful candidate must have strong technical skills to use our ERP system (EPICOR) to manage their work, the materials and job travelers. In addition, will have previous experience in a manufacturing environment including inventory management, logistics experience, work order development and experience using an ERP/MRP in daily work. Essential Duties and Responsibilities + Receive and or release incoming/outgoing materials + Inspects incoming material to ensure it meets order quantity & specs and moves to assigned warehouse location + Pulls material for Shop Assemblers to cut according to Job Traveler specs + Conducts stockroom inventory + Manages the stockroom, sets up bin locations for all material with labels and maintains locations on EPICOR + Prepares shipping paperwork and arranges truck lines to pick up customer orders + Takes pictures of outgoing shipments and puts those and copies of BOL's in proper shared folder + Knowledge of Safety Programs and warehouse equipment + Perform material issues in Epicor + Performs weekly cycle counts + Creates various reports when needed + Other duties as assigned Minimum Requirements: + High school diploma or equivalent + 2 plus years in manufacturing/inventory control role + Forklift certified + Strong computer skills including Microsoft Office and Teams + Excellent attention to detail and good time management skills + Experience using EPICOR or other ERP/MRP system is required + Good communication skills, both verbal and written Physical Requirements: + Ability to lift at least 50 lbs. + Ability to stand and bend for long periods of time + Ability to sit at desk for extended periods of time BrandSafway offers a competitive benefits package that includes medical, dental, vision, life and disability insurance along with a generous 401k plan. About Us: BrandSafway is a leading global provider of access, specialized services, and forming and shoring solutions to the industrial, commercial and infrastructure markets. Through a network of ~340 strategic locations across 25 countries and ~40,000 employees, BrandSafway delivers a full range of industrial service solutions. BrandSafway supports maintenance and refurbishment projects as well as new construction and expansion plans with unmatched service from expert local labor and management. Today's BrandSafway is At Work For You - leveraging innovation and economies of scale to increase safety and productivity, while remaining nimble and responsive. BrandSafway, including its subsidiaries, is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, religion, gender, marital status, sexual orientation, age, disability, special disabled or veteran status. Notice to all potential job candidates: Please be advised that BrandSafway will never require or ask for any fee from you in exchange for being considered, hired, promoted, transferred or having ongoing employment with us. It is a violation of our Code of Conduct if any employee requests any money or fee from you in exchange for tentatively special treatment or consideration. If anyone, regardless of whether an existing employee, or anyone else, requests payment of any fee in exchange for being hired into our company, you may confidentially contact our HR Compliance department at **************************** and provide the name of the individual and any other documentation or proof of such an act. $22-$25/hour
$22-25 hourly 8d ago
Entry Level Operations Analyst(Recent grads needed)
Russell Tobin 4.1
Cohoes, NY jobs
Job Opportunity: Entry Level Operations Analyst Pay Rate:$20-21.63/hour Responsibilities Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements. Coordinate and process team specific tasks as requested by the business. Perform quality reviews of other team members completed work and ensure data accuracy. Work across multiple systems and platforms. Interface with teams and businesses resolve on-going issues and answer specific policy questions. Provide support and work on special projects as requested. Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate. Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. Skills: Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook Advanced knowledge of Excel preferred Sound judgment and outstanding attention to detail Proven analytical skills and problem solving ability Superior written and verbal communication skills Ability to work collaboratively with all levels of the organization Flexible and able to work well under pressure in a team environment Self-motivated Excellent time management and organizational skills Ability to multi-task Keywords: Education: Bachelor's Degree Preferred - Concentration in Finance or Business Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
$20-21.6 hourly 2d ago
Operational Specialist
Russell Tobin 4.1
Mason, OH jobs
Russell Tobin's client is hiring an Operation Specialist in Mason, OH Employment Type: Contract Schedule: 8am - 5pm Pay rate: $20-$21.42/hr Responsibilities: Maintain the integrity and accuracy of broker information in the CRM, including appointment status, commission payment information, and contact details. Develop, maintain, monitor, and report against departmental standards and performance results. Respond promptly to internal and external customer inquiries to ensure satisfaction. Enhance the quality, breadth, and depth of broker data in the CRM system. Manage multiple lines of communication including cases, email, and chat platforms. Identify and recommend system and process improvements to optimize operational efficiency. Analyze and report financial and operational data; generate concise, accurate reports using Excel. Maintain effective communication with Sales, Account Management, and Broker representatives. Requirements: Proven experience in operations or broker management roles. Strong knowledge of CRM systems (SAP experience preferred). Advanced Microsoft Excel skills (data extraction, analysis, and reporting). Ability to manage multiple tasks and communications effectively. Strong attention to detail and commitment to data accuracy. Successful completion of background check and drug screening. Nice to have: Experience in a financial or benefits-related operations environment. Previous experience supporting brokers or CRM-driven operations. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
$20-21.4 hourly 2d ago
Investment Trade Operations Analyst
Daley and Associates, LLC 4.5
Boston, MA jobs
We are currently seeking candidates for an Investment Trade Operations Analyst(s) at a global asset management co. with a location in Downtown Boston, MA, 02110. The ideal candidate will have intern experience(s) and/or up to 1 year of experience in the financial services and/or asset management industry(s). These role(s) are temporary (est. 6 months) with an opportunity of becoming permanent and will pay between $23.00 and $24.00 per hour within a 40-hour work week. On-site 3 days per week. Starts February 16, 2026. Operations/Back Office support of day-to-day mutual fund investment and trading activity. Responsibilities Research and resolve trade discrepancies by interacting with brokers and custodian banks Instruct trades and trade amendments Prepare wire transfers to fund investment activity Process and reconcile trade activities Process cash transactions Perform daily/monthly asset and cash reconciliations Settle trades and foreign exchanges Asset position reconciliation Research and report variances and incorrect holdings Daily and monthly client reporting Analyze monthly portfolio asset reports for client accounts Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios Use Bloomberg to research portfolio discrepancies Qualifications Bachelor's Degree (preferably in Finance) Internship(s) or similar work experience Team player with a strong focus on getting the job done within established strict timeframes Knowledge of MS Office applications and spreadsheet proficiency For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to: ******************* Key words: entry level, bachelor's degree, finance, investment operations analyst, investment accounting analyst, portfolio accounting analyst, portfolio operations analyst, trade operations
$23-24 hourly 3d ago