Role Description Important things YOU should know: - Training & Production Schedule: Monday - Friday, 8:00am - 4:30pm CST - Please know hours of operation are 8:00am – 6:00pm CST so shift could flex based on business need. - Fully Remote - Customer Service in Dental or Health Insurance experience a plus! What will YOU be doing for us? - Increase member, provider and client use of our web based solutions for claims submission, payments, and authorizations. What will YOU be working on? - Provide education to callers on the benefits of utilizing the member and provider insurance portals. - Service dental, medical, vision and physical therapy members and providers using the member and provider portals offered by SKYGEN USA. - Provide feedback to multiple internal departments regarding issues found on the member and provider portals. - Ensure all calls are answered according to company and client guidelines. - Accurately document call information and resolution in internal systems while engaging with members and providers. - Properly identify potential issues that are not easily resolved and escalate appropriately to Manager. - Perform outbound calling projects as directed. Additional Responsibilities: - Utilize multiple modules in the Enterprise System to research portal questions. - Work with internal departments to produce, maintain, and deliver portal training references and materials. - Work with call center to resolve outstanding follow ups generated from incoming calls. - Using automated systems, maintain updated data on portals by verifying accuracy and handling any exceptions or issues. - Act as a liaison between portal users and clients to resolve escalated issues. - Provide recommendations on system enhancements and process improvements to management. - Assist department with administrative tasks and additional duties as needed. Qualifications - High school diploma/GED required - 1 year of customer service experience (Call Center, Provider Relations). - Intermediate knowledge of Microsoft programs (Word, Excel, and email) - Excellent attention to detail - Excellent oral and written communication skills - Ability to successfully meet timelines for project plans - Strong navigation skills and the ability to multi-task Requirements - Associates degree/2 year degree in related field (preferred) - 1-3 years of customer service experience (Call Center, Provider Relations) (preferred) - Knowledge of contract terminology (preferred) - Understanding of reimbursement methods (preferred) - Knowledge of dental, medical, physical therapy and vision products and terminology (preferred)

• Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. • Prepare all client meeting materials in advance, including retirement projections and income analysis, investment performance and portfolio analysis, financial planning summaries and supporting outputs. • Ensure all materials are accurate, clearly presented, and delivered within established timelines • Maintain and update client planning data within the firm's planning systems and tools • Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions • Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies • Ensure all implementation steps are tracked, confirmed, and communicated appropriately • Capture and manage all post-meeting action items with clear ownership and deadlines • Monitor progress on outstanding items and proactively follow up to ensure timely resolution • Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings • Work closely with the Financial Advisor to ensure alignment across all client workstreams • Communicate proactively on timelines, dependencies, and any issues that may affect delivery • Contribute to continuous improvement of internal processes, templates, and planning workflows

Role Description Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history preferably in the mortgage or real estate industry, to join our team as a Typist. The ideal candidate will enjoy working in a team environment, is detail oriented, able to enter data quickly and accurately, highly capable of proofreading documents for spelling errors, and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE - Review all documents in the write up sheet for accuracy - Enter data provided on the write up sheet into our systems - Perform quality control checks on all completed files - Respond to inquiries from offshore vendors - Maintain updated customer typing procedures Qualifications - High School diploma or equivalent required. - Typing/data entry skills with minimum 45 wpm with 95% accuracy. - Proficiency with personal computers. - Knowledge of real estate terminology. Requirements - Must be able to type 45 wpm with 95% accuracy. - A penchant for excellence with strong attention to detail. - The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for clients. - Good verbal and written communication skills. - Great proofreading skills. - Basic knowledge of Microsoft Office to include but not limited to Word, Excel and Outlook. Responsibilities - Review all documentation for accuracy. - Perform all duties and responsibilities in a timely manner. - Maintain open communication with other team members and supervisor. - Monitor offshore production for the Title Typing Department. - Perform quality control check on completed files. - Proficient with ServiceLink operating systems and internal search engines. - Adhere to company policies and procedures. - Meet minimum production goals and quality requirements as set by management. - Perform all other duties as assigned.

Title: CAAS Commercial Consulting & Advisory Senior Associate Location: Remote Job Description: Join our Team! We work in an environment where everyone’s voice is heard We are one of the largest accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to business, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed in both your personal and professional life. Senior Associate, Consulting & Advisory - CAAS Commercial What you will be doing: Those in CAAS Commercial are primarily involved with ongoing bookkeeping, month-end close and year-end close services for businesses in a variety of industries. Seniors are responsible for complex technical accounting and resolving technical issues, as appropriate. In addition, this role provides supervision to staff and helps train new hires. Seniors work in a collaborative environment with other team members to develop and deliver creative solutions to client needs. This is a client facing role. In this role, you will: - Proficiency in using QuickBooks Online (QBO) for clients with and without payroll. - Ability to work with consolidated QuickBooks companies. - Understanding of cash basis and accrual basis of accounting. - Supervise accounts payable and payroll processing. - Ability to analyze financial data and perform analysis for areas such as accounts receivable, accounts payable, capital assets and long-term liabilities. - Proficiency in preparation of depreciation schedules, debt amortization schedules, and trial balances. - Ability to identify and troubleshoot inconsistencies and variances in account analysis. - Accounting knowledge necessary to propose adjusting entries to correct errors in accounting, when necessary. - Ability to prepare monthly financial reports and present financial data to clients/business owners/board of directors. - Ability to complete information for property tax audits and sales tax audits. - Ability to process and issue IRS Form 1099. - Supervisory responsibilities: - - Supervise staff on their day-to-day activities. - Demonstrated ability to plan and organize projects. - Other duties as assigned. Minimum Job Qualifications: - High School diploma or GED, required. - Bachelor’s degree, preferred. - Minimum of three (3) years professional services firm experience, or a minimum of five (5) years private sector experience, required. - Experience working in a CPA firm, preferred. - Tech savvy – high-level proficiency with Microsoft Office Suite (including Outlook, Word, Excel, PowerPoint and Teams), required - Proficiency within QuickBooks and QuickBooks Online, required. - Effective organization and time management skills, meeting assigned deadlines or budgets, and providing advance notice of problems. - Commitment to the protection of confidential client information. - Analytical, quick learner, self-starter, and ability to take direction well. - Proactive, resourceful and client oriented. - Excellent customer service skills. - Positive attitude, team player, cooperative and responsive to training, supervision, and constructive feedback. - Ability to work independently and take initiative. - Strong work ethic, honest, and patient. - Excellent verbal, written and interpersonal skills. - Travel may be required to LSL offices and client sites, up to 20%. At LSL CPAs, we offer a competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your commitments while staying dedicated to serving our clients. Work Authorization: Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future. Pay Range: $75,000 - $95,000 per year