- Robert Half Finance & Accounting (San Jose, CA)
- …client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its ... client transactions efficiently + Support client meetings with performance reports and investment data + Maintain accurate and confidential client records + Ensure… more
- Robert Half Management Resources (Eagle Rock, CA)
- …corporate policies. Responsibilities: * Analyze and manage daily cash and investment positions to optimize financial performance. * Approve outgoing wire ... and fraud prevention measures. * Familiarity with managing daily cash flows and investment positions. * Ability to oversee and review financial data with a high… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you'll guide ... and relationship management. + Review portfolios and deliver tailored investment recommendations. + Prepare comprehensive meeting materials, including cash flow… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 30C Alternative… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year + An excellent ... insights through business capability modeling and process mapping to inform investment decisions and drive business outcomes across the product lifecycle. **Process… more
- Robert Half Accountemps (Beverly Hills, CA)
- …role, you will play a key part in managing partnership accounting, investment bookkeeping, and day-to-day financial operations for a property management firm. This ... Responsibilities: * Record partnership and trust data, including K-1s and investment account information, into accounting systems. * Prepare and organize financial… more
- Deloitte (Los Angeles, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- JPMorgan Chase (Los Angeles, CA)
- …billion. **Job Responsibilities:** + Act as a primary interface with our Mid-Cap Investment Banking Team + Acquire new clients and maintaining and deepening a ... + Deep local connections and market knowledge + Corporate finance expertise and strong transaction execution skills + FINRA...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across ... a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison… more