Posted Thursday, January 30, 2025 at 6:00 AM Your Future Team Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer’s grandfather started the firm. Today, driven by our desire to make a true difference in the lives of our clients, Meyer Capital Group’s mission is our motto: Commoda Tua Ante Nostra, "Your Interest Before Ours." As a fee-only fiduciary financial planning and investment firm, Meyer Capital Group wants to understand the needs of each client and help deliver a great customer experience that leaves a lasting impression. What You’ll Do Assist with CRM (Salesforce) management Assist with Internal Audits Assist in entering and tracking client data What You’ll Bring Excellent Organizational Skills Must be able to Prioritize Work and Be Adaptable Detail-Oriented Nature Ability to Work Independently and In a Team Environment Strong Communication Skills Clear, Consistent, Solid Communications Whether Verbal or Written Strong Interpersonal Skills with Ability to Build Rapport Comfortable Interacting with Internal Team and Clients History of Providing Stellar Customer Service to External and Internal Clients Experience in Financial Services Industry Ability to Adapt in a Fast-Paced Work Environment Willingness to Learn and Perform Various Tasks as Assigned Proficiency in MS Office Applications Basic Investment Knowledge What We Offer Opportunity for continuation of internship throughout the year Ability to increase knowledge of the financial services industry and processes AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. #J-18808-Ljbffr Hightower Advisors
...Our client, a global law firm, is seeking a Government Relations Director to support advocacy efforts across a diverse client base. This role will work closely with clients and internal teams to drive federal policy objectives through strategic engagement with Capitol...
The Dana-Farber/Harvard Cancer Center (DF/HCC) is seeking a Community Health Educator (CHE) who will help support the mission of the Center for Cancer Equity and Engagement (CCEE) of ensuring DF/HCC activities reduce the burden of cancer for Massachusetts residents and...
...expert at turning complex requirements into clear, compelling proposals? We're looking for a skilled Proposal Development Specialist with... ...impact!Position Description: The Proposal Manager/Analyst/Writer crafts, edits, and finalizes content for proposals in response...
...VACANCY ANNOUNCEMENT INTERPRETER FOR THE DEAF AND HARD OF HEARING Internal for HCPS Employees - Use this application to apply for ESY Programs To effectively and impartially facilitate communication between persons who are deaf or hard of hearing and hearing...
...to coding and compliance standards, in conjunction with FQHC Billing guides to create clean claims. Overview of... ...patient records to assure appropriate CPT and ICD-10 coding of medical record and FQHC billing guides prior to billing to payers. ...