- Cushman & Wakefield (Los Angeles, CA)
- …**Work Environment & Reporting:** This is a full-time, in-office position. The Brokerage Coordinator will report directly to the Operations Manager while ... **Job Title** Brokerage Coordinator **Job Description Summary** We are seeking...work. This role is essential in maintaining smooth day-to-day operations and enhancing broker productivity and client service **Job… more
- AIG (Los Angeles, CA)
- …Identify and maintain regular collaborative dialogue with key business influencers at major brokerage operations Internal Management + Champion new and ... Director in the West Zone. The responsibilities will involve management of key client relationships focused on client retention...an exciting time to join us - across our operations , we are thinking in new and innovative ways… more
- Anywhere Real Estate (Riverside, CA)
- …mission, should you choose to accept it, involves streamlining brokerage operations , making compliance and commission management a breeze, and empowering ... choose to accept it, involves streamlining brokerage operations , making compliance and commission management a...brokerage operations , making compliance and commission management a breeze, and empowering brokers to run their… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time ... They offer a wide range of investment solutions, including advisory services, 401(k) management , insurance, and brokerage accounts-all delivered with a focus on… more
- Anywhere Real Estate (Walnut Creek, CA)
- Deal Operations Specialist **Responsibilities:** + Responsible for reviewing and auditing documentation for proper placement in the system + Enter information, ... deadlines and time constraints. + Outstanding organizational and file management skills; emphasis on attention to detail + Customer-focused, delivery-oriented,… more
- City National Bank (Los Angeles, CA)
- …general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in advising registered ... experience supporting traditional wealth management business lines, including investment management , brokerage , and custody within a bank, advisory firm, or… more
- CH Robinson (Long Beach, CA)
- …trusted advisor, transitioning from the day-to-day data entry fundamentals to true customs brokerage account management of your clients. + Analyze and validate ... careers with us in Global Compliance, Sales or Account Management , which makes this role a terrific introduction to...evening and weekend shifts as needed to support business operations . If this all sounds good, let's talk more… more
- Robert Half Accountemps (San Ramon, CA)
- …Requirements * Proven experience in accounting roles, preferably within the insurance brokerage industry. * Proficiency in agency management systems, with ... a vital part in managing financial processes for a national insurance brokerage company specializing in commercial lines, personal lines, and employee benefits… more
- Robert Half Management Resources (San Jose, CA)
- …to support accurate cash flow management . * Collaborate with banking and brokerage teams to ensure seamless financial operations . * Support retail banking ... skills in account and bank reconciliations. * Familiarity with financial operations in banking, brokerage , or retail banking. * Advanced proficiency in Excel for… more
- Cushman & Wakefield (Los Angeles, CA)
- …("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman ... & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types....diligence aspects of team assignments + Oversee the day-to-day operations of the CMFA Hub including supervisionof direct reports… more