- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably within wealth management or financial services. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. + Strong ... communication skills and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly organized with strong attention to detail. + Ability to multitask, prioritize, and manage client needs efficiently. +… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- HUB International (Newport Beach, CA)
- …support for the Account Management Team. + Setup, maintain and update Broker Management System. + Process enrollments, changes and termination requests as needed. ... + Request carrier renewals, documents and invoices. + Support printing and shipping needs. + Assist with value add invoicing processing. + Assist with managing intake process. + Assist with researching enrollment and billing requests. + Provide high quality of… more
- CBRE (San Diego, CA)
- …when listings are complete, expense reports, and submittals. Track and complete broker pipeline report to assist in managed brokerage. **What You'll Need:** To ... perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals… more
- Aston Carter (Sacramento, CA)
- …Ensure accurate invoicing of products shipped, including correct payment of broker commissions. + Oversee compliance with documentation and customs requirements for ... domestic and international shipments. + Ensure compliance with customer, governmental, and food safety regulations. + Partner with the Quality Assurance department to support complaint investigation and arrange returns and replacement products as appropriate.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …client service or operations role within a financial services firm (RIA, broker -dealer, custodian, or bank) + Strong communication and follow-through with a ... client-first mindset + High attention to detail and comfort working across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is a plus + Eagerness to learn, take initiative, and grow within a… more
- Sedgwick (Sacramento, CA)
- …entries. + Coordinates with Pool investment managers and reconciles with broker statements. + Prepares financial statements. + Assists with PowerPoint development ... and presentation of material. + Reconciles various accounts. + Assist with day-to-day operations of accounting department or special projects as assigned by the Finance Manager or Director. + Process account collections/receivables. + Reconcile claims activity… more
- Vylla Home (CA)
- …agent websites, marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated resources from Vylla ... and Carrington's family of companies (including lending, title and settlement services along with superior customer service from our headquarters in Aliso Viejo, California) + Back office support including dedicated transaction coordinators and an agent… more
- Deloitte (Sacramento, CA)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week + Bachelor's degree in Accounting, Finance, or other business-related field + 5+ years'… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more