Savvital

Bookkeeper

• Maintain precise, up-to-date financial records within QuickBooks Online
• Record, categorize, and reconcile all bank accounts and credit card transactions
• Prepare monthly financial statements, management reports, and general ledger reconciliations
• Monitor accounts payable (AP) and accounts receivable (AR), investigating and resolving any financial discrepancies
• Manage and reconcile attorney trust accounts (IOLTA) in strict compliance with legal accounting regulations
• Meticulously track client retainers, trust fund deposits, and trust disbursements
• Calculate employee wages, bonuses, commissions, and incentive structures
• Generate accurate client invoices and coordinate with attorneys on complex billing matters
• Prepare comprehensive year-end financial reports

Staff Accountant / Full Charge Bookkeeper

Insurance

• Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers
• Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance
• Assist with policy endorsements, renewals, cancellations, and general servicing requests
• Support agents with documentation, follow-ups, and policy-related inquiries
• Maintain and update client records in CRM systems, ensuring data accuracy and completeness
• Track policy statuses, renewals, and follow-up activities to ensure timely servicing
• Communicate with insurance carriers for quotes, policy updates, and clarifications
• Navigate carrier portals to retrieve documents and submit required information
• Act as a point of contact for routine client communications via email and internal systems
• Ensure timely, professional, and clear communication aligned with client and compliance standards
• Organize insurance documents, proposals, and policy files
• Support internal teams with reporting, data entry, and workflow management

Insurance Associate

Payroll

• Ensure compliance with applicable US or Canadian employment laws and internal HR policies
• Maintain accurate and up-to-date employee records and documentation
• Support onboarding, employee lifecycle management, and HR operations processes
• Assist in internal audits and ensure compliance readiness at all times
• Collaborate closely with payroll and finance teams for timely and accurate processing

HR & Payroll Compliance Specialist

Artificial Intelligence

• Design, build, and deploy AI-driven systems rapidly across the Actionstep (CRM), Microsoft 365, and QuickBooks ecosystems.
• Identify and eliminate inefficiencies by designing end-to-end workflows (Intake → Drafting → Signing → Funding).
• Utilize APIs, low-code/no-code tools (Zapier, Make), and custom scripting to connect disparate platforms.
• Implement human-in-the-loop validation systems to ensure legal accuracy, compliance, and ethical standards while reducing AI hallucinations.
• Develop real-time dashboards for leadership to track KPIs such as revenue, conversion likelihood, and marketing ROI.
• Partner with attorneys, paralegals, and marketing teams to translate operational needs into technical solutions.

AI Systems & Automation Strategist

Client Services Representative

• Proactively engage with clients to build and nurture relationships
• Conduct outbound sales calls to prospects and identify opportunities for collaboration
• Provide regular updates on sales activities, progress, and challenges
• Cultivate enduring client relationships, acting as a trusted advisor
• Craft and deliver persuasive sales presentations, effectively communicating the value proposition

Staff Accountant / Full Charge Bookkeeper

Insurance Associate

HR & Payroll Compliance Specialist

AI Systems & Automation Strategist

Sales Associate – Client Services