- Clay Lacy Aviation (Van Nuys, CA)
- …automation, impartiality, compliance, and usability. + Serve as a trusted thought partner in financial , legal, and technology matters, shaping systems ... garnishments, and multi-state taxation, among others, with accuracy and discretion. + Partner with internal and external leaders to ensure alignment with all… more
- Charles Schwab (San Francisco, CA)
- …specialty planning like estate and tax planning capabilities, alongside core financial planning services and retirement income. + Foster a culture of ... creative problem solving, helping us "challenge the status quo" and transform the financial services industry together. The Managing Director, Wealth Planning &… more
- TEKsystems (Martinez, CA)
- …Under general supervision, with wide latitude for independent decisions, the Health Services Systems Analyst II, is responsible for the ongoing professional support ... planning, implementing, and organizing activities relating to enterprise-wide health services application selection, deployment and optimization, on multiple hardware… more
- City National Bank (Newport Beach, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active calling...processes * Personal & Small Business Financials - reviewing financial statements / tax returns of both… more
- NTT America, Inc. (Sacramento, CA)
- …business structure. + Experience working in highly regulated industries (eg, financial services , healthcare, technology) is a plus. PHYSICAL REQUIREMENTS ... strategies to safeguard assets and investments. + Ensures organization complies with all financial regulations, accounting standards, and tax laws in the regions… more
- TEKsystems (Pasadena, CA)
- …+ Call center operations + Mortgage lending rPreferred Qualifications: + Experience in financial services or collections call centers + Bilingual in Spanish ... The Customer Experience Specialist I is an entry-level customer service role supporting the Consumer Direct Lending team. This...Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *… more
- K1 (Manhattan Beach, CA)
- …reporting experience at a fund administrator, asset management company, or other related financial services company + CPA preferred + Ability to work in ... our team by hiring an Accountant to oversee day-to-day financial , operational, and compliance functions for the firm located...in daily cash management + Respond to ad-hoc limited partner , internal team member, and portfolio manager requests +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco office. This is a unique opportunity to serve as a trusted financial partner , helping clients align their wealth with their passions and purpose. ... of experience in financial or estate planning, preferably within a professional financial services or wealth management firm + Deep expertise in estate, … more
- Banc of California (San Diego, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Banc of California (Santa Ana, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... management or related fields, particularly in highly regulated industries such as financial , professional services , or government, with expertise in navigating… more