Plan Document Services Coordinator

Project ManagerWe are seeking a highly organized and proactive Project Manager to support our estate planning and related services. This role is ideal for someone with strong project coordination skills who thrives in a structured environment and enjoys client-facing communication.Review all existing open files and convert them into structured projects,...

We are seeking a meticulous Document Manager to oversee the submission of Contract Data Requirements List deliverables nationwide. This role involves tracking and organizing documents, ensuring proper formatting and version control, and maintaining compliance with contract and quality standards.As a key member of our project team, you will be responsible for...

Project Coordinator – Estate Planning SpecialistSeeking an organized and proactive individual to support a solo legal practice specializing in estate planning and related services.This role is ideal for someone with strong project coordination skills who thrives in a structured environment and enjoys client-facing communication.Key Responsibilities:Review...

As a skilled Document Manager, you will play a vital role in ensuring seamless documentation processes across interior design projects.Organize, scan, copy and archive project documents in both digital and physical formats.Review documents for accuracy and completeness, including contracts and project-related materials.Update and maintain technical documents...

We are looking for an expert in payroll system coordination to support our clients' retirement plans using the latest AI-driven technology in the financial services industry.About The RoleThis is a dynamic team that sets up and optimizes payroll systems to ensure seamless implementation, allowing our clients to manage their finances efficiently.Key...

Technical Support SpecialistOur team is seeking a detail-oriented Technical Support Specialist to provide technical assistance for ongoing engineering projects.The ideal candidate will work closely with the team to create and maintain technical documentation, prepare diagrams, and ensure smooth project execution.Main Responsibilities:Prepare 2D drawings...

Orthopedic Medical ScribeThis role is an opportunity for a medical scribe with administrative support experience to join a remote team. The ideal candidate will have knowledge of orthopedic and spine surgical documentation, as well as proficiency in administrative tasks like insurance verification, payment estimation, and patient...

Job TitleA Virtual Paralegal is sought by a client-centered estate planning law firm to provide administrative support and drafting services.ResponsibilitiesEnter and review client data into software systems for legal document draftingDraft legal documents using provided templates, checklists, and formatting guidelinesProofread and edit documents to ensure...

About This RoleThis is a critical position that requires excellent customer service and administrative skills. The successful candidate will be responsible for coordinating services, managing client records, and providing support to care coordinators.

Job Overview:The Business Operations Coordinator role entails performing operational audits by making follow-up calls to clients and understanding their concerns. They will prepare and present high-quality reports of audit findings and recommendations to management.Maintain documentation for risk assessment and management processes.Perform audit-related...