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Senior Customer Service Agent
Job # 201446
Location: Santa Fe

We are looking for an experienced insurance professional for our client, one of the largest independent insurance brokerages in New Mexico, to join our commercial lines team.  The Senior Customer Service Agent will manage various commercial accounts.  This position requires in-depth knowledge of insurance markets, products, underwriting, and reference. Commercial lines insurance managers focus heavily on managing accounts and aiding executives. 


Responsibilities:    
               

        Manage a group of existing accounts and assist with reviewing and processing renewals and new accounts.

        Sell insurance policies to new customers and identify cross-selling opportunities.

        Work with customers and insurance company to arrange premium payments, answer questions, and explain changes.

        Prepare rate quotes, assemble coverage summaries and proposals, and monitor the status of claims reports.


Desired Profile:
        
     

      4+ years of previous commercial lines management experience

      Highly organized, attentive to detail, and able to remain calm in high-stress environments

      Strong communication skills and a sense of professionalism are also important


Reports to

 

General Manager

Location

Santa Fe, NM

Schedule

Monday-Friday, 8-5 (one-hour lunch)

Type of Employment

Temp-to-Perm  or Direct Hire


Compensation


                $21 - 31/hour DOE + Benefits offered with direct hire 

Controller / Accounting Manager - Santa Fe Small Business
Job # 198367
Location: Santa Fe, NM

CONTROLLER / ACCOUNTING MANAGER


Our client, an entrepreneur and investor with energy, real estate, and venture capital interests in New Mexico and Texas, has an opening for a high functioning Accounting professional to help oversee bookkeeping, accounting, reporting, and management of his various business ventures, investments and properties. Help establish systems to efficiently administer 6 or more business entities, assist with analysis, modeling, forecasting, bank reporting, and special projects, as the business continues to grow and evolve. Build relationships with the external CPA firm, property tenants, vendors, and other business partners. There is opportunity to learn many new skills here, as well as sharpen your existing set. If you can properly take on this roll, you will be compensated well and greatly appreciated!


RESPONSIBILITIES INCLUDE

  • Process up to 100 receivables transactions per week;
  • Accounts payable, including payroll;
  • Serve as liaison to CPA firm, receive and provide direction to CPAs as necessary to ensure proper accounting of complex entities and transactions;
  • Interim reports and tax filing as directed by CPA firm;
  • Assist with bank reporting and compliance, including preparation of materials for loan applications and compliance documents;
  • Develop pro-forma cash flow projections and other financial modeling of investments and opportunities;
  • Help coordinate investment property management; leases, photos & marketing;
  • Office manage and executive support, including filing, scheduling, travel arrangements, and other research;
  • Assist with special projects as needed.


DESIRED PROFILE

  • Trustworthy, reliable, smart, self-directed self starter!
  • Advanced Quickbooks Online capability
  • Flexible and willing to change focus/directions quickly
  • Exceptional organization skills
  • Interest in helping grow the businesses
  • Aware of and interested in social media platforms
  • Strong computer skills in MS Office required


LOCATION

  • Santa Fe, NM

 

SCHEDULE

  • Fulltime with some flexiblity – Possibility to work from home

 

COMPENSATION

  • $70-90K Salary + Bonuses
  • Group health insurance plan
  • Paid time off
  • Flexible hours
  • Work from home

Administrative Asst. / Project Asst.
Job # 197817
Location: Santa Fe

This woman-owned project management firm located in downtown Santa Fe is looking for an intelligent, experienced administrative professional with the ability to juggle multiple projects to provide high-end administrative support to two principals and one project manager. In addition to providing administrative support necessary to keep projects on track and running smoothly, this position will also handle daily office tasks and run errands. We are looking for someone who is confident and comfortable speaking with important clients. This position will grow over time.


Responsibilities

  • Answer phone calls, emails, greet walk-ins
  • Order and maintain office supplies
  • Run errands including mail, filing, picking and dropping off documents at other offices

  • Assist with drafting documents and reports

  • Interact with high priority clients

Desired Profile

  • Highly organized

  • Proficient in Word and strong in Excel

  • Excellent writing skills

  • Ability to juggle multiple priorities

  • Resourceful with consistent follow-through

  • Able to take directions and work independently

  • Capacity to grow within the role

  • Emotionally mature with a “can-do” attitude

  • Positive attitude and highly professional


Office environment

Fast paced and busy, but fun. Dress code is business professional


Location

Santa Fe, NM


Schedule

Monday - Friday, 8-5


Type of Employment

Full-time


Benefits

401K and benefits available upon permanent hire


Compensation

$16-18/hour DOE


Temporary Staffing
Job # 197225
Location: Santa Fe, NM

Looking for Temporary Staff

 

We are seeking great employees for our Temporary Staffing division. Are you underemployed, unemployed, or retired and seeking extra income? Temping could be the perfect solution for you. 99% of our assignments are M-F, 8:00 – 5:00pm. Sometimes evenings and weekends. Compensation can vary depending on experience level. Join our team! We pay weekly!

 

We are always seeking skilled:

 

• Accounting Staff: A/P-A/R, Bookkeepers, Assistants

 

• Office Administrative Staff: Managers, Assistants, Receptionists, Clerical

 

• Customer Service & Event Staff

 

• Executive, Legal and Personal Assistants

 

 

If you have experience in any of these fields and would like to be registered with our agency for assignments, please submit your resume through our website.


Article: Ten Reasons To Take a Temporary Job - USNews.com


Article: Why Temporary Work Is Worth It - Forbes.com

Human Resources Assistant / Benefits Administrator
Job # 196267
Location: Santa Fe, NM

 

This scientific software company is growing quickly and seeking an HR Assistant to primarily assist with benefits administration and other HR related tasks.  This company offers outstanding benefits and a very desirable work environment. 

 

Responsibilities: 

Assist with benefits administration including open enrollment process and working with insurance carriers to resolve employee health coverage issues

Staffing and recruiting activities

New hire orientations/onboarding

Maintain personnel files

Provide guidance to team leaders on interpretation of policies and procedures

Handle complex and sensitive employee relations and human resources issues

Other administrative duties associated with the efficient operation of the office

 

REPORTS TO:

Office Manager

DESIRED PROFILE

Bachelor’s degree in Business Administration, Human Resources, or related field; or a combination of experience and education to successfully perform the duties

5 years experience in Human Resources to include benefits administration

HR certification and/or SHRM membership is a PLUS

LOCATION:

            Santa Fe, NM

 

SCHEDULE:

            Monday - Friday, 8:00 am - 5:00 pm 

JOB-TYPE:

          Full-time, Direct Hire

 

COMPENSATION:

$45 – 48K + Excellent Benefits including Medical, Dental and Vision, 401K, Profit sharing, family gym membership, PTO, etc.

 

Human Resources Manager
Job # 167951
Location: Santa Fe, NM

This nonprofit devoted to the success of children is looking for an HR Manager.   The HR manager coordinates hiring activities, manage benefits and is also responsible for processing bi-weekly payroll for approximately 50 employees.  Ensuring prompt, courteous service to all staff in their requests for support is a top priority for this position. This is an opportunity to work with a strong, effective team within a healthy, thriving nonprofit that truly makes a positive impact in the community.


Summary of Responsibilities

  • Lead and coordinate recruiting activities including staffing logistics, employee recruitment, coordinate interviews, candidate communication, new hire orientation, and training.
  • Create and update job descriptions to ensure that all major work duties and qualifications are accurate
  • Coordinate background clearance process for all staff and volunteers; track clearances and notify program staff when received
  • Maintain employee benefits (enrollments, terminations, changes) and other HR reporting requirements; deliver mandatory documents to all required employees
  • Research HR issues to document compliance with applicable laws and policies; provide research findings and recommendations in response to emergent HR issues; stay current with changing employer responsibilities.
  • Assist with evaluation processes as needed and provide support for employee performance, discipline, and termination issues including unemployment claims; prepare exit paperwork for terminations
  • Monitor and provide support regarding employee safety and wellness issues, including Workers Comp claims and annual payroll audit
  • Manage payroll including, obtaining timecard approval, process garnishments, vacation time, insurance and 403(b) deductions.  Process and close bi-weekly payrolls

Desired Profile

·        3+ years of HR administration or support, preferably in a non-profit environment

·        Bilingual (English/Spanish) required

·        Previous payroll experience using QuickBooks software required

  •     Ability to research HR best-practices and legal requirements using mainstream resources such as SHRM, NM Dept. of Workforce Solutions, US Dept. of Labor, etc., and formulate policy recommendations for     management use
  •     Experience working well in a culturally diverse setting and knowledge of local population served

·        Ability to pass a mandatory background clearance required of all childcare workers in the State of New Mexico


Schedule

Monday – Friday 8-5

Attendance for some events required


Type of Employment

Direct Hire


Compensation

$50-60K DOE + Benefits

Human Resources Generalist
Job # 194383
Location: Santa Fe

Our client, a government contractor located in Santa Fe, is looking for an HR Generalist. The HR Generalist will manage the administration of the human resources policies and procedures and will be work within the following areas: compliance, employee relations, training and development, benefits administration, compensation, organizational development, policy implementation, performance management, and recruitment.  

Responsibilities: 

                Talent acquisition, recruiting and staffing process

                Maintain applicant tracking system 

                Develop and maintain an effective and compliant outreach program

                Oversee onboarding/orientation and OJT process

                Process termination paperwork and associated necessary functions

                Performance management, improvement systems, and organization development

                Present training sessions on pertinent topics to staff

                Employment reporting, tracking, and compliance regarding regulatory concerns to include but not limited to OFCCP, AAP, EEOC, VETS, DOL, BLS, ACA, I9/E-Verify, HUBZone

                Policy development and documentation

                Payroll/compensation and benefits administration; serve as contact with broker(s)

                Employee safety and welfare as related to Worker’s Compensation administration


REPORTS TO:
                 Director of HR


DESIRED PROFILE

4+ years’ experience in Human Resources or Bachelors Degree in HR or a related field 

SHRM-CP or HRCI-PHR certification preferred or the ability to sit and pass for the HCRI's aPHR exam within 90 days

Working knowledge of basic employment laws and regulations

Knowledge of state and federal laws and regulations as related to human resources

Experience and understanding of compliant employment practices

Resourceful, problem-solving aptitude and thorough knowledge of HR procedures and policies


LOCATION:

            Santa Fe, NM


SCHEDULE:

            Monday - Friday, 8:00 am - 5:00 pm 


JOB-TYPE:

          Full-time, Direct Hire


COMPENSATION:

        $22/hour+ Excellent Benefits including Medical, Dental, and Vision for Employee (Dependants at 50% cost) PTO and 401K. 

 

Associate Financial Advisor
Job # 191930
Location:

Our client, a financial services company is seeking a qualified ASSOCIATE FINANCIAL ADVISOR. The associate advisor is primarily responsible for the retention of existing client relationships but also may be expected to handle new business independently. In addition to helping with client meetings, the associate advisor will also create financial plans for the firm’s clients by conducting client research, preparing for client meetings, and providing ongoing service/maintenance to clients. The associate advisor will serve as an in-house expert on financial-planning-related client issues. The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills. They must be reliable, organized and deadline- driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.


Responsibilities


• Relationship Management

Accountable for the ongoing retention of a defined group of existing clients
Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
Delivers excellent service supporting the generation of referrals from existing clients

•  Investment Research

Conducts research on topics that may include the economy, financial markets, individual securities, mutual funds, annuities, third-party money managers and alternative investments
Compiles and analyzes client data to develop financial plans
Simulation modeling using Monte Carlo and other statistical techniques
Asset allocation strategies including alternatives

•  Prospecting

Develops an ability to articulate the story of the practice and identify ideal qualified prospects
Assembles customized proposals for clients and prospective clients
Assists in building, tracking, and maintaining prospect pipeline and prospecting plan
Performs client fact finding


• Data Input

Creates data for creating financial plans
Enters client data into Wealthbox
Directs and monitors workflow required to service clients
Develops and maintains standardized proposals, presentations and resource library

• Client interaction

Prepares for and leads ongoing client review meetings
Responds to advice-related client calls and makes outgoing client courtesy calls
Queries clients for updated information pending annual and semiannual reviews
Participates in client meetings with lead advisor to develop client acquisition skills and to support the conversion of prospects to clients

• Miscellaneous

Assists in development, coordination, and maximization of vendor and external resource providers
Supports special projects as assigned
Maintains strong compliance documentation related to research and trading
Fully utilizes all technological systems

Reports To


Senior Financial Advisors



Desired Profile


Certified Financial Planner designation required


Bachelor's degree or higher


Background and experience in the financial services industry


Two to three years of advice and relationship management experience


Licenses and credentials: Series 65


Knowledge of Microsoft Office, Money Guide Pro and other industry specific software



Location

Working remotely from Santa Fe and Albuquerque, NM


Schedule

Full Time. Monday-Friday, 8-5


Type of Employment

Direct Hire


Compensation

Base Salary, DOE

Potential for Quarterly bonus


Benefits

Some benefits


Administrative Assistant
Job # 188619
Location: Santa Fe, NM

This position will use your already established Administrative Assistant and Customer Service experience to full use, and allow you to add the education, license and experience in the insurance industry to your resume. Our client is one of the largest independent insurance brokerages in New Mexico, and has an immediate opening for an Administrative Assistant to assist and report to the Account Executive. 

Responsibilities

Providing administrative support to Commercial Lines Associate Providing customer service

Performing account maintenance

Heavy data entry

Desired Profile

 

Previous experience in customer service and administrative support

Good organization skills

Proficient in all office applications (MSWord, MSExcel, MSOutlook)

Team Player

Willing to become licensed

 

Reports to

 

Account Executive 

Location

Santa Fe, NM

Schedule

Monday-Friday, 8-5 (one-hour lunch)

Type of Employment

Temp-to-Perm 


Compensation


                $14-18/hour DOE + Benefits offered with direct hire