- Robert Half Finance & Accounting (Orinda, CA)
- …$500 million in assets under management is seeking a Financial Planning Associate to join its collaborative and client-focused team. Known for its people-first ... in Microsoft Word and Excel. + Experience with MoneyGuidePro or MoneyGuideElite preferred . + Familiarity with CRM systems (Tamarac CRM strongly preferred ).… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …client meetings, follow-ups, and service updates. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Maintain accurate ... services, with 5+ years advising clients directly. + Series 65 license preferred . + Proficiency in Microsoft Office; experience with CRM, portfolio management, and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …firm with several hundred million dollars under management is seeking an Associate Financial Planner to join its collaborative and client-centered team. Known for ... and written communication skills. + Experience with financial planning software (MoneyGuidePro preferred ). + Familiarity with CRM systems a plus. + Proficiency in… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and high-performing team. With over three decades ... + Experience in financial services and knowledge of AI tools for investment writing preferred Excited about this role? We'd love to hear from you! Apply today and… more
- PayJunction (Santa Barbara, CA)
- …approvals and performing 2- or 3-way matching + Associate degree in Accounting , Finance, or a related field preferred (or equivalent professional experience) ... We are seeking an Accounts Payable Associate . This position reports to our Accounting...processing (100+ payments/month) + 3+ years of experience using accounting software; QuickBooks strongly preferred + 1+… more
- Renaissance (Sacramento, CA)
- …and the broader accounting organization. **In this role as Senior Tax Associate , you will be responsible to:** + Assist with the preparation of quarterly and ... Senior Tax Associate , you should have:** + Bachelor's degree in accounting from an accredited institution + Certified Public Accountant (CPA) certification +… more
- HUB International (Riverside, CA)
- …application will be considered for opportunities across all our Insurance Accounting Teams: **Direct Bill, Premium Payables, Cash Application, and Accounts Payable** ... processed according to established procedures. As an **Accounts Payable Associate ,** you'll contribute to the core functions that keep...payments, and is looking to grow their career in accounting or finance. **What you'll do:** . Accurately apply… more
- Robert Half Accountemps (Vista, CA)
- …manage multiple priorities. + High school diploma required; associate 's degree in Accounting or Business preferred . Robert Half is the world's first and ... billing. + Familiarity with construction or service industry billing practices is preferred . + Strong communication and negotiation skills. + Proficiency in … more
- LACI (Los Angeles, CA)
- …impact of more than $573 million. Learn more at laci.org Position Summary: The HR Associate plays an essential part of the People & Culture department at LACI by ... closely with other departments in Operations such as the Accounting and Compliance teams, and represents the Human Resources...job done. This means you have: + Bachelor's degree preferred or relevant experience in Human Resources as a… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible… more