- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Fund Accounting Manager / Senior Manager - Credit Fund A leading investment firm focused on healthcare is seeking an experienced Fund Accounting ... to join its Finance team. This role will oversee accounting and operations for a newly launched royalty income...allocations, and cash forecasting. + Collaborate with Treasury on investment funding, expense allocation, and fair valuation. + Review… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service ... Specialist to join their growing team. This role is...days in-office), WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client Service Specialist to ... experience + Must have prior experience in wealth management, brokerage, or investment advisory. + Strong understanding of financial operations (eg, ACAT, ACH, RMD).… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... We're Looking For + 3+ years in wealth management, brokerage, or investment advisory. + Bachelor's degree strongly preferred. + Familiarity with custodians (Schwab,… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- Position Objective, Typical Duties and Responsibilities We're currently seeking a Compliance Specialist to support the firm's Compliance Program. You will report to ... in resolving issues involving new accounts set up with Operations and Accounting departments. + Monitor general department email inboxes and/or department ticketing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... Accounting is partnering with a long-established, boutique wealth management...boutique wealth management firm to hire a Client Service Specialist . This team supports ~700 client families with highly… more
- Warner Bros. Discovery (Burbank, CA)
- …New Role ** The Warner Bros. Discovery (WBD) Strategic Sourcing Specialist for Production Technology Procurement supports category strategy development and ... sourcing support for may include software for production finance / accounting activities, production and post production software and/or hardware for production… more
- Cushman & Wakefield (Irvine, CA)
- **Job Title** Brokerage Specialist **Job Description Summary** We are seeking a Brokerage Specialist to support a market leading team of Brokers at a top global ... content creation for marketing deliverables (graphic design, property specific investment highlights, market overviews, mapping, etc.) Attend strategy sessions with… more
- Oracle (Sacramento, CA)
- …through continuous learning. **Minimum Qualifications** + Bachelor Degree in Computer Science/ Accounting /Finance + 8+ years of experience in EPM consulting and ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Bank of America (San Francisco, CA)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more