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Client Relationship Associate role at Atlas Advisor Group, a wealth management firm in Dallas, TX. Responsibilities include client communication, event management, new business functions, case management, compliance, and documentation. Required skills include interpersonal skills, financial acumen, attention to detail, and proficiency in Excel and financial software.

Administrative/Office Assistant role in a financial services firm in Northbrook. Responsibilities include preparing applications for investment accounts, inputting financial information, creating investment reports, and more. Bachelor's degree preferred. Part-time position with hybrid work environment.

Seeking individuals with at least 2 years of Public Accounting experience to join our team in managing and coordinating tax compliance and advisory work for individual and business clients. Responsibilities include tax return preparation, client relationship management, research on technical matters, and more. Must have CPA certification or be on track to obtain one. Benefits include competitive pay, bonuses, paid time off, health benefits, and more.