Ascendo Resources

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VP of Sales Opportunity with Growth Potential

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We are seeking an experienced IT Director to oversee our firm's technology infrastructure and ensure it efficiently and securely supports our business operations. This role requires a strong focus on compliance, cybersecurity, and strategic IT alignment within the financial services industry.

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Strategic Investment Associate - High Growth Potential

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We're Hiring: Billing Specialist for a Law Firm! Positive work environment!

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Strategic IT Director - Amazing Growth Opportunity

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Director of Underwriting Location: North Miami Beach, FL (On-site)

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Dynamic Fund Accounting & Operations Opportunity with High Growth Potential Ascendo is excited to present this opportunity in the Financial Services industry. We are representing a thriving firm that is currently on an upward trajectory and looking to add a dedicated professional to their high-performance team. This is an opportunity for a detail-oriented individual to step into a role that offers fantastic exposure to complex investment structures and operational workflows. The ideal candidate will possess a strong background in fund administration or partnership accounting, with specific expertise in managing NAV calculations and general ledger maintenance for alternative investments.

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Responsibilities: • Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. • Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed. • Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail. • Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance. • Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies. • Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up. • Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations. • Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity. Requirements • Bachelor's degree in finance, business administration, or a related field. • 3+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory. • Bilingual - English & Spanish • Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products. • Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams. • Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment. • Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.

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A successful company that manufactures Fine Products. Makers of the world's finest Hair Care, Sunless Tanning, Sports Nutrition, and PPE products for over 30 years are looking to hire a Purchasing Specialist. The position is based IN OFFICE M-F in Ft. Lauderdale. Must live within a 20-25 mile radius from the office. $55K + End of the year bonus Purchasing Specialist is to work closely with management to execute existing strategic strategies for the organization by using proven supply chain methods while holding our vendors accountable by ensuring they are providing materials at the best cost, shortest lead time and the best quality with on time in full delivery on the promise dates provided. The role of Purchasing Specialist is to work closely with management to execute existing strategic strategies for the organization by using proven supply chain methods while holding our vendors accountable by ensuring they are providing materials at the best cost, shortest lead time and the best quality with on time in full delivery on the promise dates provided.

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A growing financial services team is looking for a SBA Collections Specialist to support its SBA Portfolio Management unit. This full-time role involves assisting clients with account inquiries, troubleshooting online banking issues, conducting follow-up calls, and negotiating payments. You'll play a vital part in managing sensitive client interactions while ensuring top-notch service and accuracy.