- The Walt Disney Company (Rancho Mirage, CA)
- …Club memberships. As a **licensed Assistant** , the individual will provide administrative and customer support for a Sales Agent, contributing to licensed ... agent must determine final compliance. + Maintain a CRM system (eg, Salesforce ) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** +… more
- CVS Health (Sacramento, CA)
- …issuance of prospective and existing business quotations and proposals. Including administrative fee pricing, stop loss, RFP questionnaire responses, and plan ... customer needs and negotiating using tact and diplomacy + Proficiency in Excel, Salesforce , and Microsoft Office. + Ability to work independently and manage multiple… more
- Joni and Friends (Agoura Hills, CA)
- …with volunteers, team leaders and in-country partners + Collaborate with Administrative Analyst and Projects Administrator to assist in financial reconciliation of ... material to in-country partners + Input post-event statistics in Salesforce to maintain project records + Travel for 1-3...with a competent, working knowledge of Windows, Microsoft Office, Salesforce or other CRM platform, and the Internet +… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …+ Familiarity with custodial systems, policies, and procedures. + Database administration or data management experience. + Proficiency in Microsoft Office and ... CRM systems ( Salesforce preferred). + Experience creating and documenting workflows. Preferred...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to… more
- CVS Health (Sacramento, CA)
- …team that is responsible for the ongoing serving and day to day administration of marquee clients within the National Account segment. **Key Responsibilities:** + ... contact, key point of contact for service and oversee resolution of administrative issues, manage Key meetings, and follow up (reporting, quarterly meetings,… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …experience + Experience in securities trading, investment operations, or portfolio administration + Familiarity with custodial platforms and CRM systems ( ... Salesforce preferred) + Strong analytical skills and attention to...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …experience + Experience in securities trading, investment operations, or portfolio administration + Familiarity with custodial platforms and CRM systems ( ... Salesforce preferred) + Strong attention to detail and data...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to… more
- Sysco (San Francisco, CA)
- …including but not limited to customer-facing reporting tool + Perform administrative duties, such as preparing sales budgets and reports, maintaining sales ... School education required. Bachelor's degree in a related field (eg business administration ) or equivalent educational level preferred. **Minimum Experience** + 5 or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part ... attention to detail + Familiarity with systems like Addepar, Salesforce , and Asana a plus Why work here? +...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to… more
- Robert Half Accountemps (Del Mar, CA)
- …required; associate's or bachelor's degree in Accounting, Finance, or Business Administration preferred. + Experience with accounting or ERP systems (eg, QuickBooks, ... SAP, Salesforce , NetSuite). + Proficient in Microsoft Office, especially Excel...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to… more