Job Location: Miami

Private Wealth Coordinator

Private Wealth Coordinator

Job Number9467

Miami, Florida US

AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW®.

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

Bernstein Private Wealth Management’s clients are located around the globe. Bernstein has offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach. Bernstein Private Wealth Management reported $94 billion in assets under management, as of February 28, 2018.

Job Description 
We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.

•Support multiple Financial Advisors. 
•Initiate and respond to client requests.
•Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
•Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
•Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s
•General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
•As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
•Approximate Hours: 8:30 am – 5:30 pm. Flexibility to work overtime as workload demands change. 
•Total compensation is competitive and comprised of base salary plus overtime

Job Qualifications
•1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.
•Excellent verbal and written communication skills for heavy client interaction.
•Effective interpersonal skills and flexibility to adapt to a variety of personalities.
•Strong organizational skills and attention to detail.
•Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented
•Working knowledge of Microsoft Word, Excel and PowerPoint.

Preferred Qualifications
•Bachelor’s degree 
•Financial services industry experience

Miami, FL 
AB is an equal opportunity employer.

Accounting Coordinator

Basic Function


Assist with a wide range of accounting functions including A/R, A/P, reconciliations, closing and preparing financial reports. Accounting coordinators communicate with and assist operations to ensure operational data flows through properly to accounting, and liaise with customers and vendors regarding receivables and payables. Accounting coordinators also oversee the recap process between operations and accounting, manage variances, prepare commission reports and assist with filing.




    * Post invoices.
    * Process and verify applications for credit.
    * Solicit payment on overdue accounts.
    * Make deposits.
    * Process credit-card payments.

    * Post bills.
    * Audit bills and manage variances.
    * Prepare payments.
    * Proactively resolve payment issues with vendors.
    * Control petty-cash checkbook.
    * CASS reconciliation, payment and adjustments.

    * Participate in monthly closing.
    * Prepare monthly commission reports.
    * Reconciliation of deposit, investment, petty cash and credit-card accounts.
    * Manage recap process between operations and accounting.
    * Perform statement-to-statement reconciliations with domestic and overseas partners or subsidiaries.
    * Manage vendor and customer profiles and files.





Education and Training


    * Bachelor's in accounting from an accredited university or equivalent experience.




    * Proven accounting skills.
    * Spanish (BRA Portuguese a plus).
    * Knowledge of GAAP.
    * Experience with NetSuite a plus.
    * High degree of efficiency with Excel.
    * Expert computer skills.
    * Exceptional interpersonal and organizational skills.
    * Accuracy, attention to detail and ability to follow through essential.




    * Minimum of 3 years working in the logistics and transportation industry, in a bookkeeping/accounting capacity.


Commercial Real Estate Financial Analyst

Commercial Real Estate Financial Analyst


Marcus & Millichap Senior Investment Sales Team Seeks Financial Analyst with experience using Argus DCF and/or Argus Enterprise software.



Summary of Responsibilities:

  • Review and abstract commercial real estate leases
  • Extract income & expense data from financial statements
  • Prepare property valuations based on:
    • Past and future cash flow
    • Comparable property rental rates and sales transactions
    • Debt financing
  • Monitor industry publications for newsworthy transactions, developments and events
  • Research current and recent leasing transactions through phone calls and online research
  • Present and explain completed valuations to team members



Ideal candidates should possess the following:

  • Detail oriented but also works efficiently
  • Well-organized
  • Computer savvy
  • Advanced skills using Argus software and MS excel
  • Collaborates with team members
  • Minimum 3 years’ commercial real estate underwriting experience required

Accounting Manager


Accounting Manager Description



The Accounting Manager is a unique, hands-on position with a small dynamic company on a rapid trajectory to becoming a mid-size (or greater) organization.  This position will provide direct input to assist in growing the company into the organization it will soon become, and be a part of the team that propels it to that next level.


The Accounting Manager will be responsible for all areas relating to financial reporting as well as developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. The Accounting Manager supervises the accounting staff and is responsible for managing the team to ensure work is properly allocated and completed in a timely and accurate manner. This position addresses a variety of accounting activities including general ledger preparation, financial reporting, year-end audit preparation and the support of budget and forecast activities. The Accounting Manager reports to the Chief Financial Officer.



§  Ensure an accurate and timely monthly, quarterly and year-end close for all companies.

§  Ensure the timely reporting of all monthly financial information to management.

§  Ensure the monthly, quarterly and annual Bank Compliance activities are performed in a timely and accurate manner, including year-end reviews.

§  Assist with budgeting, forecasting and cash flow projections.

§  Analyze department work flow to develop more efficient procedures and use of resources while maintaining a high level of accuracy; monitor and adjust structure as company grows.

§  Work with field accounting staff to ensure accurate tracking and timely reporting.

§  Work with external auditors and accountants on audits, reviews of other financial reporting

§  Advise accounting staff regarding the handling of non-routine reporting transactions.

§  Assist in the daily banking requirements.

§  Oversee intercompany allocations, fundings and loan payments.

§  Respond to inquiries from management regarding financial results and special reporting requests.

§  Provide training to new and existing accounting staff as needed; work with direct reports to establish objectives and monitor their progress to enhance their professional development.

§  Integrate new companies as future acquisitions occur.

§  Work with the CFO to create workflow process improvements, and develop the right infrastructure to accommodate future growth.



Education:                             BA/BS in Accounting or related business degree, CPA preferred.


Experience:                          Seven to ten years in the financial reporting/general ledger area; prior supervisory experience preferred.  Working knowledge of GAAP required.


Must have high attention to detail and be able to thrive in a fast paced, dynamic setting.  Strong experience with Microsoft Excel and Quickbooks a plus.  Real estate accounting experience preferred.


Flexible, ability to multi-task and meet deadlines as required.


Reports to: HR Director
Expert knowledge of ADP WORKFORCE NOW, E-Time, and HR Benefits Solutions
Responsible for the process and completion of the entire payroll cycle and
transmitting the payroll files to ADP.
Responsible for managing the payroll department for multiple divisions.
Managed and supervised the entire payroll processing for both biweekly and
semi-monthly payroll cycles
Collecting punches from e-Time clocks, maintain payroll control records,
computation of differential pay according to company policy.
Monitor and update PTO balances.
Review and approve payroll deductions.
Process and apply garnishments as required per federal and state regulations.
Conduct audit on HR controls. Modify and update controls as needed.
Prepare reports relating to payroll, headcount, turnover, position classification,
compensation, EEO-1, and affirmative action utilizing HRIS systems.
Responsible for payroll network maintenance by adding or deleting users,
retaining system security and troubleshooting user technical problems.
Responsible for the New Hire and Termination process on ADP’s HR Benefits
Solution, ADP WORKFORCE NOW, E-Time, Intranet and executing HR connection
Responsible for updating and maintaining employee information on ADP’s HR
Benefits, WORKFORCE NOW, Health Care Benefit sites, 401(k) Plan site, company
intranet and other data files.
Respond to verification of employment requests ensuring proper authorization to
release information.
Responding to employee’s inquiries on payroll, benefits, company policies and
Assist in benefits administration; reviewing Health Benefits invoices and other HR
Update and generate various Human Resources reports. Develop ad-hoc reports.
Able to coordinate Payroll and HR conversions. Able to manage and handle
challenging and complicated implementation process with excellent and timely
Establish policy to reduce the need to cut manual checks by training Managers
and implementing effective payroll procedures.
Outstanding organizational skills
Goal focused
Precise and rapid data entry abilities
Proficient in Microsoft Office, Word, Excel, PowerPoint, Access, Outlook
Payroll operations
Bilingual—English and Spanish
AA in Accounting
Certified in Wage and Hour Law Compliance
PC Payroll, HR/Benefits, Report Smith, and E-Time Management and Processing
PHR certification preferred

Legal Counsel

Legal Counsel

Who We Are

Independent Living Systems, LLC (ILS) is a health-services company that develops, delivers and manages community-based services and nutritional support for millions of America’s Medicaid, Medicare, dual eligible, and Special Needs populations – including the blind, developmentally disabled, and children – through financial re-alignment programs such as:

  • Dual eligible demonstrations
  • Managed long-term services and support
  • Managed Medicaid
  • Special needs plans (SNPs)
  • Developmentally disabled
  • Accountable care organizations (ACOs)

In partnership with health plans; providers; hospitals; and pharmaceutical and medical device companies, ILS provides managed long-term support services aimed at improving health outcomes while rebalancing costs. The Company’s integrated offering, powered by eCare Central, ILS’ award winning technology platform, provides assistance beyond the clinical realm at every stage of care – from acute hospitalization through experiences with chronic illness, to personalized care management for the long term including nutritional support.

Job Description

We are seeking to add a Legal Counsel to our Legal Department with a focus on healthcare regulatory and transactional matters and HIPAA. The ideal candidate within our legal department will practice in a multiple disciplined fashion and charged with providing legal counsel on matters related to ILS’ businesses and operations,  including commercial contracts, transactions, Federal and state healthcare regulatory requirements, and managed care. Counsel will be responsible for drafting, reviewing, and negotiating contracts, including but not limited to provider contracts, managed care contracts, and other transactional documents.  The position may involve some human resource issues, real estate and intellectual property issues.


Desired Skills and Experience

The ideal candidate will possess the following attributes;

  • Must have demonstrated at least 3 years of health care law experience, including responsibility for regulatory research and advice on significant compliance and privacy matters.
  • Have knowledge of Medicare and Medicaid fraud and abuse laws, including Stark and Anti-Kickback law issues.
  • Must have knowledge of HIPPA and HITECH.
  • Experience working with healthcare industry contracts including provider service agreements, confidentiality and business associate agreements, managed care contracts, and master services agreements.
  • Law Degree and preferably licensed to practice in Florida.
  • Legal experience in the healthcare industry or experience providing legal services to health care clients.
  • Demonstrated ability to manage multiple projects.
  • Excellent communication skills, both written and oral, with ability to synthesize complex legal issues to essential elements for clients throughout the organization with different abilities and responsibilities.

Accountant, Business Valuation

We are looking for a manager/senior manager with business valuation experience for our Boca office.  The candidate must have experience in writing business valuation reports.  Testimony experience is not necessary. 


We are also looking for litigation support professionals with 2-5 years of experience for both Miami and Boca. CPA and/or CFE is preferred.  Bi-lingual in Spanish or Portuguese is a plus.


We pay market rates and competitive benefits.



1.       Experienced bookkeeper;


2.       Especially in a law firm;  and is familiar with


3.       Our software, Tabs 3.  Tabs 3 integrates with our client management software, which is known as PracticeMaster.


I spoke to Jane about using a search firm, specifically the person you mentioned.  Jane is willing to pay the fee, if we can find the right person.


Our Tabs3/PracticeMaster consultant, Sandy Adams, offered to help us interview any prospects.  We will want to take advantage of that offer.


I want to note also that, during our discussion this morning, Ron said that it appears to him that the bookkeeping position at our firm is a full-time job.  Greg observed that we are not looking for a CFO type, and I agreed with that.