- City National Bank (Los Angeles, CA)
- …related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income , Retirement Accounts, CDARS, 529 Plans, and CNS Advisory ... representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …to support financial statements and records. + Manage bank reconciliations, rental income tracking, and expense accruals. + Oversee fixed assets, depreciation ... key operational and strategic insights within the real estate management space. You'll collaborate with asset managers...real estate management space. You'll collaborate with asset managers and contribute to investor reporting while honing… more
- Robert Half Accountemps (San Luis Obispo, CA)
- …of capital lease and monthly payment schedules. * Maintenance of the fixed asset ledger, depreciation, and reconciliation. * Conducting in-depth month-end ... and payroll. * Preparation of monthly balance sheet and income statement analyses for management reporting. *...balance sheet and income statement analyses for management reporting. * Assistance in the month-end, quarter-end, and… more
- City National Bank (Beverly Hills, CA)
- …* Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and ... with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data using various… more