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  • Social Media Associate

    Entry Level
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    An award-winning marketing, advertising, and public relations firm is looking for an entry level, energetic, and creative Social Media Associate to join our team. As a Social Media Associate, you will be responsible for developing and implementing social media strategies for a variety of clients to increase their online presence and audience engagement. You’ll work closely with the account management team, public relations director, and creative department to produce impactful content for our clients and our agency.

    • Develop, implement, and manage social media strategies for approximately 20 clients in varied industries such as public service, technology, building/contracting, financial services, healthcare and more
    • Develop content calendars and recommend social strategies that meet clients’ marketing goals and fit within overall marketing campaigns
    • Draft and post content that encourages and increases engagement
    • Gather photos, videos, and develop branded graphics
    • Monitor pages and respond to comments and messages
    • Measure and report on the success of social media campaigns
    • Create and manage social media advertising campaigns and budgets
    • Manage multiple tasks and work in a fast-paced, deadline-oriented environment
    • Monitor user engagement and suggest content optimization
    • Stay up to date with the latest social media best practices and technologies
    • Work with copywriters and designers to ensure content is informative and appealing
    • Meet and communicate regularly with clients to curate content
    Required Qualifications
    • Degree in communications, marketing, business, media, or public relations
    • Demonstrable creative social media experience
    • Deep understanding of digital marketing practices and platforms
    • Excellent knowledge of Facebook, Twitter, LinkedIn, Instagram, and more
    • Strong command of social media best practices, trends, and platform changes
    • Understanding of basic metrics and social media KPIs
    • Team player with a positive attitude
    • Organized multitasker with good time-management skills
    • Ability to scope out trending topics and viral stories and package them as consumable social media content to be shared online
    • Critical thinker and problem-solving skills
    • Have strong attention to detail and deadlines
  • Technical Writer

    1 to 3 years
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    As a Technical Writer, you will be responsible for creating and maintaining technical documentation for our software development projects as well as some hardware too. Your expertise in Agile methodologies, Software Development Life Cycle (SDLC) and JIRA will be essential in producing accurate and comprehensive documentation. Your ability to collaborate effectively with cross-functional teams and attention to detail will ensure the successful delivery of high-quality technical documentation.

    • Collaborate with software development team to gather information and understand technical concepts, processes, and systems.
    • Create and maintain technical documentation including user manuals, API documentation, system architecture diagrams, release notes, and other supporting materials.
    • Develop clear, concise, and accurate content that adheres to company guidelines and industry best practices.
    • Work closely with subject matter experts (SMEs) to ensure accuracy and completeness of technical documentation.
    • Incorporate feedback from stakeholders and users to continually improve the quality and usability of documentation.
    • Apply Agile methodologies to manage documentation projects, prioritize tasks, and meet deadlines.
    • Utilize your expertise in SDLC to effectively document software development processes and workflows.
    • Understand CAD or Visio drawing tools and workflows.
    • Use JIRA to track documentation tasks, collaborate with team members, and provide updates on progress.
    • Stay up to date with industry trends, software updates, and new technologies to enhance the quality and relevance of documentation.
    • Bachelor’s degree in a relevant field (Technical Writing, Computer Science, Engineering, or English a related discipline) or equivalent experience.
    • Proven experience as a Technical Writer, preferably in a software development environment.
    • Strong understanding of Agile methodologies and experience working in Agile development teams.
    • In-depth knowledge of the Software Development Life Cycle (SDLC) and ability to document various stages of the process.
    • Experience in IEEE Software Development Life Cycle a plus
  • Office Administrator

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    The successful candidate will be responsible for responding to requests from internal and external stakeholders, managing daily emails and bid portal notifications, and responding to emails in a timely manner.


    • Receive, process, record and track all incoming bids and alerts, create project schedules, and communicate project updates
    • Take ownership of internal bid process /outcome tracking systems
    • Maintain all bid process /response portals with up-to-date company information/documents
    • Organize and arrange meetings/event attendance and bid calendars/diaries
    • Assist with and populate daily log for bid due date, submittals, contract award documentation material ordering, track project deadlines
    • Provide general administrative support in a timely manner
    • Direct vendor, and supplier process by assembling bid packages including scope of work, bidding process, and needed construction documents
    • Maintain accurate work logs of construction activities, job information sheets, and project team rosters
    • Oversee construction contract administration and submittal log processes to ensure the contract document requirements are met throughout the construction experience
    • Co-ordinate communication across the bid team for individual bid cycles
    • Assemble the closeout package including maintenance agreements, warranties, and contractor contact information
    • Any other duties as required

  • Executive Assistant

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    The Executive Assistant to the CEO provides management support spanning an array of projects and day-to-day activities. This position seeks a self-starter, multi-tasker, fast thinker, someone with a wide breadth of experience who thinks outside the box and can be flexible. Strong operations skills are a must. If you love a job that changes from day-to-day, in a fast-paced environment, and can learn various technologies quickly, this may be the right fit for you!

    • Organize all emails, responding to inquiries as appropriate and prioritizing urgent matters and screen phone calls.
    • Support on-going marketing efforts for the organization
    • Manage calendar and schedule appointments.
    • Prepare and review reports, presentations, and correspondence, and assist with other projects as needed.
    • Collaborate with other CEO on a weekly basis to ensure smooth communication and execution of initiatives.
    • Monitor and prioritize incoming tasks and deadlines and follow up with relevant parties as needed to ensure timely completion of projects.
    • Any other duties identified by the CEO.

    Successful candidate must possess a positive attitude, excellent written and verbal communication skills, show initiative, be highly motivated, detailed-oriented, organized, adaptable, and loyal.


    Bachelor’s degree preferred. Proficiency in all MS Office Suite applications.

  • Staff Accountant

    5 Years of experience in accounting related field
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    The finance and accounting professionals develop and report financial information to both internal and external users based on both GAAP and Statutory reporting requirements. Financial statement preparation, accounts payable, budgeting, investment management and annual statement preparation are just a few of the tasks accomplished by this department. There is a new challenge every day.

    • Prepare and post journal entries
    • Analyze general ledger to determine accuracy and completeness of postings
    • Identify variances between actual and budget
    • Prepare month-end reconciliations and journal entries
    • Complete bank reconciliations
    • Maintain fixed asset and depreciation schedules
    • Research reconciling items and communicate with appropriate personnel the steps necessary to clear reconciliations
    • Perform detailed research and projects as needed
    • Ability to prepare and analyze financial statements for management use
    • Support all day-to-day accounting functions
    • Perform backup support to accounts payable
    • Assist with preparing and assembling workpapers and information for external auditors for annual audit and tax preparation
    • Compile annual reports, license renewals, unclaimed property, personal property and other regulatory filings
    • Other general accounting duties as assigned
    • Bachelor’s degree in Accounting or related fields
    • Proficient in Microsoft Office with intermediate level skills in Excel to perform analysis using pivot and lookup tables
    • Experience with Great Plains is desired
    • Knowledge of Statutory Accounting and basic insurance knowledge a plus
    • Strong communication skills
    • Attention to detail and ability to multi-task.
    • Self-directed, critical thinker able to work independently.
    Additional Information

    This position is a hybrid position with future work from home opportunities.  It is expected that training will be conducted in person at the home office.

  • Operations Specialist

    3+ years of operations experience within a wealth management firm
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    The Operations Specialist position reports directly to the Managing Partner and Senior Partners and is an
    integral member of the team. The Operations Specialist is responsible for efficient and accurate execution
    of daily operations pertaining to the firm’s performance reporting systems and client information,
    technology platforms, human resource functions, compliance, and all other operational functions from our
    office. The ideal candidate has managed the various facets of operations within an
    RIA/wealth firm

    • Pro-actively anticipates solutions to potential problems
    • Tech-savvy, ability to become proficient in company related technology and tools
    • Maintains confidentiality and integrity in all situations
    • Takes initiative, especially on difficult tasks and projects
    • Meticulous organizational skills and ability to prioritize
    • Big picture thinker with strong attention to detail
    • Ability to research and resolve problems creatively
    • Remarkable communication skills
    • Hardworking mentality
    • Extremely positive attitude
    • Resourcefulness, adaptability, and strong critical thinking skills
    • Ability to interact professionally and pleasantly with individuals at all levels
    • Self-motivated with ability to motivate others, improve teamwork, and manage conflict
    • Ability to remain calm under pressure
    • Punctual, strong time management skills
    • Ability to listen and respond effectively to client questions and concerns
    • Maintains flexible and collaborative work ethic
    • Commits to exceeding expectations
    Education and Experience
    • Experience at a Registered Investment Advisor (RIA) highly preferred.
    • Bachelor’s degree, advanced degree and/or designations preferred.
    • Knowledge of financial services operational functions, terminology, and software
  • Executive Assistant

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    The Executive Assistant to the CEO provides management support spanning an array of projects and day-to-day activities. This position seeks a self-starter, multi-tasker, fast-thinker, someone with a wide breadth of experience who thinks outside the box and has a sense of humor. Strong research skills are a must. If you love a job that changes from day-to-day, in a fast-paced environment, and are able to learn various technologies quickly, this may be the right fit for you.

    • Interacting with vendors and clients on the CEO’s behalf on various projects and assignments
    • Providing management support by curating project information, research, creating spreadsheets, editing documents and supplying summary memos
    • Supported contracts and operations by retrieving, cataloging and developing a system for tracking sales and renewals
    • Vetting and screening new hires
    • Drafting correspondence and other documents
    • Creating reports and summarizing findings
    • Design and create content for company website.
    • Proficient in Microsoft Suite
    • Experience in HTML, WordPress, Adobe Suite a plus
    • Manage and plan company social events.
    • Good communication skills!
  • Auto Damage Adjuster

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    The position requires property damage estimating and 1st party claims handling.  This position will work from a home office with remaining time in the field.  A company vehicle will be provided.

    Duties and Responsibilities
    • Provide outstanding customer service to our customers.
    • Complete virtual estimates utilizing customer & vendor provided photos.
    • Complete in person field inspection of personal & commercial vehicles, motorcycles, fixed property and write repair estimates.
    • Make total loss determinations and complete evaluations, if necessary.
    • Negotiate supplements with body shops in a timely manner.
    • Review policy to verify coverage and limits.
    • Review facts of loss to determine liability.
    • Make payment determinations.
    • Document files according to company standards.
    • Excellent communication and customer service skills.
    • The ability to multitask and to manage time.
    • A strong attention to detail.
    • Auto damage estimating experience including working experience in CCC One appraisal software.
    • Claims file handling experience.
    • The ability to work independently but follow company guidelines.
    • Being bilingual is a plus.
  • Marketing and Communications Associate

    Four-year college degree, with minimum of 2 years of relevant work experience
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    The Marketing and Communications Associate will be responsible for promoting programs and companies, to both internal and external audiences. This position will work with the Executive Director, to develop, launch, and coordinate marketing, communication, and community engagement strategies and programs that build upon the relationships with the university, and local, national, and international communities.

    Duties and Responsibilities
    • Be an integral part of the team to create and implement communications strategies and programs that will support its companies, programming, and objectives. Strategies include written collateral, email newsletters, website updates, social media, and more.
    • Help create a sense of community with client companies by organizing activities, awards, and events.
    • Coordinate marketing and communications efforts with marketing teams for cross-promotional opportunities
    • Participate in programming, events and activities that build community and boost brand awareness.
    • Guide sponsorship and/or participation in regional events as appropriate.
    • Work with client companies to promote their innovative work.
    • Act as point-of-contact for marketing and public relations agency to execute communications strategies.
    • Maintain email contact lists, newsletter distribution lists, LISTSERVS, marketing databases (CRM), etc. as appropriate.
    • Support the Executive Team with external speaking engagement and slide deck preparation as necessary.
    • Other duties as assigned.
    • In-depth knowledge and understanding of marketing, public relations, web design and social media strategies and tools.
    • Outstanding written, oral, and communication skills.
    • Strong interpersonal skills, friendly outgoing/extroverted disposition with high emotional intelligence.
    • Detail-oriented with strong organizational skills, reliability/dependability, and work ethic.
    • Familiarity with analytics and measurement tools (such as Google Analytics) to assess success of implemented strategies.
    • Proficiency using Excel, Word, PowerPoint, WordPress, Eventbrite, and MailChimp (or similar); computer and AV technology literate.
    • Proficiency using Salesforce preferred.
    • Proficiency using Google Docs preferred.
    • Ability to work under pressure, meet deadlines and multi-task.
    • Ability to work in teams or individually.
    • Professional demeanor and appearance.
    • Flexibility to work outside of normal business hours to accomplish business objectives; some travel will be expected.
  • Claims Assistant

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    This position is responsible for supporting our auto damage adjusters and our policyholders. Each assistant will support several different claims per day with incoming calls, processing claims paperwork, scheduling activities for policy holders, processing incoming mail items for the claims you are supporting, in addition to other daily activities. We do this for all states we do business in and for all products – personal auto, motorcycle and commercial auto.


    Attention to detail and ability to multi-task. Excellent communication, organizational and customer service skills. Patience and listening skills – leading to problem solving. Flexibility to work 8:30-5PM.

  • Claims Adjuster

    2 - 5 years of experience
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    This inside position is responsible for conducting liability and coverage investigations, bodily injury and property damage evaluations, as well as successfully negotiating the settlement of first- and third-party injury and property damage claims.

    • Experience adjusting automobile accident claims.
    • Attention to detail and ability to multi-task.
    • Excellent communication, organizational and customer service skills.
    • A high degree of motivation and team orientation.
    • Proficiency with property damage estimates.
    • PC experience with knowledge of Word, Excel and Outlook.
    • Bachelor’s Degree or equivalent industry experience
  • Technical Support – Tier II

    Entry Level to less than 2 years
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    The Service Desk Technician, Tier 2 is responsible for handling first level support of service requests in a professional and timely manner. This relates technology issues effecting more than 1 user and server issues with typically working in a remote capacity, delivering support over the phone and/or via RMM tools, as well as on site.

    Duties and Responsibilities
    • IT Support relating to technical issues working in a remote capacity, as well as on site
    • IT Support relating to technical issues often impacting one or more users and handling server, network related issues
    • Escalate timely service requests that require additional technical support from a higher level technician
    • Monitor the remote monitoring and management system alerts and notifications, and respond accordingly through service tickets
    • System documentation maintenance and review in ConnectWise
    • Communication with customers as required: keeping them informed of incident progress, notifying them of impending changes, and agreed outage
  • Operations Training and Audit Compliance

    3+ years
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    Identify and monitor training needs across Operations Departments and utilizing current training delivery methods suitable for both on and off-site staff, will design and implement programs to meet those needs.  Will develop and conduct routine sample audits to assure consistent application of rules and procedures.

    • Is versant on all Operations business flows
    • Attends IT Scrum sessions and Product Rating Change Meetings
    • Provides training for all new Operations staff
    • Conducts on-going follow-ups for all Operations staff to assure retention and knowledge of changed rules.
    • Recommends systems changes useful toward assisting staff with delivery of expert and correct service to customers.
    • Utilizes delivery and training tracking methods easily maintained and easily utilized by staff.
    • In concert with the Operations SVP and Team Leaders, develops routine monthly audits of all processes, providing feedback loop to employees and managers.
    Required Skills
    • Excellent coaching persona
    • Versatile with various training approaches/platforms
    • Comfortable with both known and unknown groups when engaged in training.
    • Adept with Microsoft Suite, including Excel
    • Bachelor’s degree
    • At least three (3) years prior training experience, preferably in organizations of 100+ staff.
  • Policy Services Representative

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    This position is responsible for servicing our agent partners and our policyholders. Each representative service 60-100 incoming calls per day in addition to other daily activities. We assist with questions on policies, billing, coverages, cancellations as well as guidance to our agents on how to accurately quote a policy. We do this for all states we do business in and for all products – personal auto, motorcycle and commercial auto.

    • Math skills required.
    • Attention to detail and ability to multi-task.
    • Excellent communication, organizational and customer service skills.
    • Requires ability to learn and understand insurance program differences between several states and how to process requested policy changes.
    • Patience and listening skills – leading to problem solving.
    • Flexibility to work either an 8:30-5 or 9:30-6pm shift.
    • Bachelor’s Degree or equivalent industry experience helpful but not required.

Any questions?

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