- 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 ... online access + Conduct quarterly reviews and upload K-1s Tax Coordination + Distribute tax documents to...Bilingual Spanish/English MUST. * Ability to work with very senior level partners and clients. * Excellent communication skills,… more
- Bank of America (San Diego, CA)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- General Dynamics Information Technology (San Diego, CA)
- …instruction and performance/scenario-based shipboard laboratory training. As a Training Specialist Advisor , the candidate would serve as a Senior Instructor ... experience **US Citizenship Required:** Yes **Job Description:** Training Specialist Advisor - **SSDS Tactical Action Officer/Air Defense Warfare Coordinator… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- WTW (Los Angeles, CA)
- …clients. **Performance Objectives:** **Financial** + Partner with Compliance & Audit senior colleagues to support the delivery of Compliance solutions and services ... deliverables to be reviewed and delivered by mid and senior level colleagues + You will partner with client...partner with client service teams to become a trusted advisor for clients + You will research various health… more
- Bank of America (Los Angeles, CA)
- …the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development… more
- Disney Entertainment (Glendale, CA)
- …and review of the Station's quarterly financial statements + Act as a business advisor and key business partner for the Station's management team and support them in ... business planning around revenue generating events + Partner with Tax department on local Property and Sales Use ...and community + Ability to build strong relationships with senior station executives and be a trusted and reliable… more
- Omni Hotels (Los Angeles, CA)
- …Pavilion, MOCA and numerous other entertainment destinations. Currently ranked #1 by Trip Advisor for Best Downtown Hotels in Los Angeles, the Omni Los Angeles ... + Prepare timely and accurate sales, use and occupancy tax returns as well as any other external reports...have experience as an Assistant Controller or Public Accounting Senior /Management + Full general ledger experience and month end… more
- City National Bank (Newport Beach, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...& Small Business Financials - reviewing financial statements / tax returns of both individuals and businesses to be… more
- Kelly Services (Tarzana, CA)
- …Late Development Oncology, you will use your excellent organizational skills to enable Senior Leaders to focus on science to deliver medicines to patients. Working ... providing high-quality project coordination and 1:1 support to our Senior Leaders, teams and key business processes. You will...Rent Payment - Monthly payment of rent and property tax per site through SimplePay * Utility Bill Payment… more