• Engage in a 14-minute AI-moderated video conversation. • Discuss your professional experiences in financial strategy. • Provide feedback on client wealth management approaches. • Share insights on helping clients achieve long-term financial goals.

• Own travel and lodging logistics, including hotel sourcing, booking links, room blocks, and tracker maintenance • Lead check-in logistics planning and execution, including contracts, room setup, supplies readiness, and run-of-show coordination • Own badge and vest pipeline, including data collection, print coordination, shipment tracking, and issue resolution • Build and manage ATE communications, ensuring version control and accuracy across all distributions • Execute and improve compliance and onboarding follow-ups; manage and escalate risks proactively • Maintain and audit core trackers; provide structured weekly reporting and insights • Own the ATE database and ensure data integrity and completeness • Identify and implement process improvements leveraging AI and automation tools

Role Description We’re looking for an experienced and motivated Assistance Team Leader to support the delivery of high‑quality, 24/7 assistance services. This role is key to ensuring exceptional customer outcomes, strong team performance, and full compliance with company procedures and service standards. Leading by example, you’ll balance hands‑on case management with day‑to‑day leadership responsibilities, coaching and supporting a team of Assistance Case Managers while working closely with the wider management team to continuously improve service delivery. Key Responsibilities - Service Delivery & Performance - Take overall responsibility for service delivery within the 24/7 Assistance team. - Monitor call performance, productivity, inbox management, and service levels, escalating issues where required. - Ensure client SLAs, KPIs, and contractual objectives are consistently met. - Promote efficiency and high‑quality performance across all aspects of service delivery. - Identify service risks and champion improvements that enhance quality and efficiency. - Leadership & People Development - Provide coaching, guidance, and direction to Assistance Case Managers and Administrators. - Support training, development, and performance management to required standards. - Act as the first escalation point for team queries and case‑related issues. - Communicate team objectives, targets, and performance outcomes clearly. - Foster a collaborative, high‑performing team culture aligned with company values. - Operational Oversight - Ensure schemes are correctly set up across relevant systems. - Maintain accurate, complete, and compliant system notes and documentation. - Review, prioritise, and assign system tasks to ensure timely completion. - Assist with case escalations and authorisations as required. - Run and analyse operational reports covering case set‑up, open cases, and productivity. - Support Finance with month‑end queries and data validation, ensuring feedback is shared with the team. - Collaboration & Governance - Work closely with the management team to resolve service delivery issues, training needs, complaints (actual or potential), and process improvements. - Promote strong teamwork, communication, and consistent standards across the business. - Operate in a professional manner at all times, ensuring compliance with internal and regulatory expectations. Qualifications - Strong sense of accountability and commitment. - Excellent customer focus and service mindset. - Effective people management and communication skills. - Sound business acumen with the ability to manage priorities and performance. - Comfortable supporting change and continuous improvement initiatives. - Strong teamwork and collaboration skills. Requirements - Minimum of 2 years’ experience in a similar industry, at Team Leader or Case Manager level. - Systems knowledge and confidence using multiple operational platforms. - Understanding of FCA/FOS regulations and insurance principles. - Experience in claims practice or assistance environments. - General business administration experience. Benefits - Competitive salary + 5% performance bonus. - Fully remote working. - Structured training and ongoing support to help you succeed. - Opportunity to gain experience within international private medical insurance. - A collaborative, professional, and supportive working environment. - Bupa dental cover to support your oral health. - Health Shield cash plan (including optical and everyday healthcare). - Comprehensive travel insurance for added peace of mind. - Royal London pension scheme to support your future. - Death in service benefit for financial protection. - Paid volunteer days to give back to causes that matter to you. - Birthday day off + Christmas Eve off. - 22 days holiday + 8 bank holidays (increasing to 30 days with tenure, pro-rated depending on shift pattern).

Role Description The Financial Services Administrator is responsible for supporting the successful implementation of a unique, multimillion-dollar, limited-term project that the Atlanta Regional Commission has been engaged to manage on behalf of local partners. This individual will play a key role in supporting the agency’s accounting and financial reporting functions, with a primary focus on grant management, fiscal compliance, and financial accountability. - Help oversee and manage all accounting operations and financial reporting activities. - Maintain and reconcile the general ledger and ensure accurate financial records. - Review, approve, and prepare complex journal entries and account reconciliations. - Coordinate month-end and year-end closing processes. - Manage grant accounting, reimbursement requests, expenditure tracking, and compliance reporting. - Prepare schedules and supporting documentation for the ACFR and Single Audit. - Ensure compliance with governmental accounting standards, internal controls, and grant requirements. - Develop expertise in the agency’s financial system and recommend process improvements. - Assist with budgeting, audit coordination, and financial analysis. - Supervise and provide guidance to accounting and finance staff. Qualifications - Bachelor’s degree in Accounting, Finance, Business Administration, or a closely related field from an accredited college or university. - Minimum of five (5) years of progressively responsible professional accounting or financial management experience, preferably within a public sector or governmental environment. - Minimum of three (3) years of experience managing or overseeing grant accounting, financial reporting, and compliance activities. - Experience preparing or supporting the Annual Comprehensive Financial Report (ACFR) and Single Audit process. - Strong knowledge of governmental accounting standards, financial reporting requirements, and internal controls. - Valid Certified Public Accountant (CPA) license is required. - Equivalent combinations of education, training, and experience that provide the required knowledge, skills, and abilities may be considered, where permitted. Requirements - Thorough knowledge of governmental accounting principles, standards, and practices, including GASB requirements. - Knowledge of federal and state grant regulations, Uniform Guidance, and Single Audit requirements. - Proficiency in financial management systems, accounting software, and Microsoft Excel. - Strong analytical, organizational, and problem-solving skills with exceptional attention to detail. - Ability to interpret financial regulations, policies, and procedures and apply them effectively. - Strong written and verbal communication skills with the ability to present financial information clearly. - Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment. - Demonstrated leadership skills with the ability to supervise, mentor, and develop staff. - Ability to maintain confidentiality and exercise sound professional judgment. Company Description The Atlanta Regional Commission (ARC) is the regional planning and intergovernmental coordination agency that focuses on issues critical to the region’s success, including growth and development, transportation, water resources, services for older adults, and workforce solutions. ARC is dedicated to unifying the region’s collective resources to prepare the metropolitan area for a prosperous future.