Since founding PEAR in 2003, our vision to support the multi-faceted goals of our clients, with the highest level of confidence, competence and results, led us to create a niche human capital management and business consulting company.  

Our core competencies include:

HR Management & Support
COVID-19 Resources & Support
Performance Coaching & Development for Leaders & Individuals
Sexual Harassment Training & Independent Workplace Investigations
Behavioral Assessments
Strategic Planning
Talent Acquisition & Retention Strategies
Morale & Culture Barometer

We enjoy working with clients large and small, across industries.  And, the best of all, our entire client base has been built on referrals.

PEAR Core Solutions, Inc.

Paralegal

Join a NYC firm as a Trusts and Estates Paralegal.

• Collaborate with attorneys on legal documents
• Conduct legal research
• Assist with estate administration tasks
• Communicate with clients and third parties
• Manage case files and correspondence
• Coordinate meetings and provide administrative support

Trusts and Estates Paralegal

Executive Assistant

Executive Assistant at Cotronics supporting the President in a manufacturing company.

• Manage the President's calendar, schedule appointments, and coordinate meetings.
• Maintain and update itineraries for internal meetings.
• Screen and prioritize incoming emails, calls, and correspondence.
• Prepare and edit documents, reports, and presentations as needed.
• Prepare (or assist with) meeting agendas, attend meetings and record minutes.
• Ensure the President is well-prepared for all meetings with necessary notes/materials/information.
• Follow up on action items resulting from meetings.
• Act as a liaison between the President and internal team members and selected external vendors and/or clients.
• Coordinate and organize special projects as directed by the President.
• Prepare correspondence to internal team and to outside clients/vendors as needed and directed.
• Keep the President organized by proactively staying ahead of (and anticipating) what is coming due (projects/meetings/etc.).
• Maintain confidentiality and handle sensitive information with discretion.
• Organize and maintain electronic and hardcopy files for the President.
• Conduct research and compile data to assist the President with projects that require detailed analysis.

Customer Success

Client Service Associate for Financial Services client in wealth management.

• A Client Service Associate role is now available for our Financial Services client.
• Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.
• Facilitate account opening and maintenance for existing financial planning clients.
• Ensure full transfer of assets where applicable.
• Facilitate alternative investments as well as annuities, life insurance and 529 investments.
• Work directly with account custodians and investment platform providers as necessary.
• Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.
• Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.

Client Services Associate

Financial Planning and Analysis

• Support Accounts Payable process including but not limited to: invoice processing and verification
• Update and maintain accounting databases and spreadsheets
• Assist in the preparation of financial reports

Finance Assistant

Account Manager

• Ensure exceptional client experience
• Serve as primary client contact
• Partner with Advisory Team and Client Service Team
• Ensure lead financial advisors have administrative resources

Financial Services Relationship Manager

• Primary administrator of Opal Investment Models with oversight and execution
• Resource for alternatives investments including subscriptions and document gathering
• Support investment committee in the Investment Process
• Assist in monitoring and maintaining approved investment compliance list
• Support in structuring and rollout of firm procedures
• Assistance in financial planning efforts at Opal Wealth Management

Financial Analyst

• Provide personalized support to the executive, assisting with her home decor, repairs, calendar & meetings, bills, social events, and other personal needs
• Also assist with tasks related to the nonprofit work
• Ensure the executive's needs are met in a timely and well-organized manner
• Strong interpersonal communication skills, both verbally and in writing
• Ability to work in a calm and measured manner, even in busy situations

Personal Assistant to Executive

Human Resources

• Assist with servicing clients in HR areas
• Support benefits administration, talent acquisition, onboarding, talent retention, morale and culture, payroll, and more
• Opportunity to learn and grow in HR field
• 100% remote position

Human Resources Assistant

• HR Recordkeeping
• Setup and maintain employee files
• Prepare and set up for new employee onboarding
• Examine employee files to find answers to inquiries
• Compile and prepare reports and documents
• Provide assistance in administering employee benefit programs and worker's compensation plans
• Search and review resumes
• Conduct behavioral based interviews
• Collaborate with hiring managers
• Manage the HR email inboxes and phones
• Ensure high levels of service and accurate information

PEAR Core Solutions, Inc. Jobs in New York City