- Robert Half Office Team (San Diego, CA)
- …role serves as a key liaison between the executive team, clients, custodians, and back office , ensuring smooth execution of both daily and strategic tasks. ... Reports to the CEO's Advisory Associate. Key Responsibilities Family Office & Client Administration + Manage household payments (utilities, insurance, etc.) and… more
- PSI Services (Sacramento, CA)
- …Role** The Test Developer applies technical expertise in item editing, item bank management, test creation, and project management to the development of ... a full-time permanent role, with flexible hours around core office availability Monday to Friday. The role can be...and update items and their classifications in the item bank according to established workflows. * Edit and proofread… more
- Cushman & Wakefield (Palo Alto, CA)
- …preparation of bank deposits if processed at on site management office * Responsible for leading regular inspections of properties with janitorial and landscape ... including phone support, typing, reports, filing and distribution of correspondence. Coordinate office supplies in absence of a property administrator * Assist in… more
- Wheeler Accountants LLP (San Jose, CA)
- …are calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named one of the "Best ... What you will do: . Prepare monthly journal entries and support schedules, bank reconciliations, including areas such as accruals, A/R, A/P, payroll journal entries,… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …also provides staff support for a variety of delivery channels such as back office and front-line transactions review/approval, loan processing, new accounts, ... all member requests, Shared Branch transactions, teller transactions such as deposits, back - office transactions, record retention, imaging, as well as Returned… more
- Navy Federal Credit Union (San Diego, CA)
- …+ Independently and proactively make outbound calls to members, wholesalers, and back - office personnel to resolve rejected paperwork issues; schedule, confirm ... + Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or… more
- BMO Financial Group (CA)
- …of improving the risk issues that violate compliance with the Bank 's risk requirements. + Manage data/technology/process improvement initiatives end-to-end through ... + Uses SQL and other tools/technics for data research, preprocessing from various back -end systems and centralized data platforms. + Uses Power BI, Apps and Automate… more
- SMBC (Los Angeles, CA)
- …teamwork and responsibility. + Intermediate knowledge of corporate banking front, middle and back office functions. + Understanding of all aspects of deal/loan ... and external clients. + Utilize cross cultural skills to liaise Japanese customers and Non-Japanese Bank staff to ensure seamless customer service. + Strong sense of… more
- VCA Animal Hospitals (Oroville, CA)
- …occur within the hospitals. 1. Staff Management 2. Client Management 3. Office Management 4. Production Management 5. Financial Management 6. Marketing Management 7. ... person and over the telephone. * Fine motor skills adequate for utilizing office equipment such as facsimile machines, computers, copiers and hospital equipment such… more
- SMBC (Los Angeles, CA)
- …Relationship Manager in order to increase cross-selling opportunities. Collaborate with back - office operations, Deposit & Clearing and Investigations Departments ... and inquiries from customers for record-keeping purposes. Work with our partner bank to set up service products. Provide support to customers for troubleshooting… more