- 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
- City National Bank (Los Angeles, CA)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry… 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
- Robert Half Office Team (Yuba City, CA)
- …detail. + Customer-focused mindset with problem-solving skills. + Valid real estate broker 's license in California (required for activities like leasing and rent ... collection). + Certifications such as Certified Property Manager (CPM) or Accredited Residential Manager (ARM) from the Institute of Real Estate Management (IREM) are a plus. TalentMatch(R) Robert Half is the world's first and largest specialized talent… more
- Evolent (Sacramento, CA)
- …using advanced MS SQL Server tools, including SSIS, SSAS, XML, and Service Broker . + Conduct deep data analysis using SQL, proprietary applications, Azure App ... Insights, Data Dog logs, and JIRA. + Participate in QA and UAT, ensuring readiness and success for every deployment. + Identify and implement process improvements, contributing to operational excellence. + Collaborate on PIRs and RCAs, driving accountability… more
- Sedgwick (Concord, CA)
- …+ Communicates claim action/processing with insured, client, and agent or broker when appropriate. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other ... duties as assigned. + Supports the organization's quality program(s). + Travels as required. **QUALIFICATIONS** **Education & Licensing** Bachelor's degree from an accredited college or university preferred. Professional certification as applicable to line of… more
- ReSource Pro (Bakersfield, CA)
- …process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for ... over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in… more