- Robert Half Finance & Accounting (Orinda, CA)
- …in the best interest of its clients. Position Overview The Financial Planning Associate will support advisors in delivering high-quality financial plans and ... Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a… more
- UMB Bank (Sacramento, CA)
- …services. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a ... Services prospects and clients. + You will provide an appropriate level of support to internal teams such as Implementation and Client Experience, as prospects… more
- Columbia Bank (Los Angeles, CA)
- …for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because ... needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue… more
- TEKsystems (Fresno, CA)
- …for and track financial assistance and patient aid programs + Maximize financial support for patients based on coverage needs + Educate patients on insurance ... advocacy skills + Proficiency in Microsoft Word, PowerPoint, and Excel + Associate 's degree or equivalent combination of education and experience + Flexibility to… more
- TEKsystems (Moorpark, CA)
- …and chat + Monitor work queues and intervene as needed to maintain workflow + Support loan closing and funding processes + Perform other related duties as assigned + ... Skills: + Customer service + Data entry + Administrative support + Loan operations and mortgage processing + Banking...regulations + Title experience is a plus Qualifications: + Associate 's degree or equivalent work experience + Proficiency in… more
- Actalent (San Marcos, CA)
- …+ Track and log RFIs, submittals, and approvals through to completion. + Support permit application and closeout processes with jurisdictions and clients. + Serve as ... + Ensure subcontractor compliance with contractual requirements and safety documentation. + Support the punch list and closeout processes by gathering all final… more
- US Tech Solutions (Milpitas, CA)
- …reconciling reports, collaborating with cross-functional teams, and providing excellent support to employees regarding payroll inquiries. + The ideal candidate ... data. + Ensure compliance with all applicable wage and hour laws, tax regulations, and company policies. + Maintain and update employee payroll records… more
- Ferguson Enterprises, LLC. (Van Nuys, CA)
- …customers with questions/problems on their account + Perform routine clerical support for functional groups such as copying, distributing mail, performing simple ... checks + Research/resolve credit card charge backs + Approve tax exempt forms and issue tax credits...a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our… more
- IHG (Los Angeles, CA)
- …& Catering, Front Office, and Reservations to resolve billing disputes and support smooth financial operations. System knowledge, especially OPERA V5, is essential. ... and disputes promptly. + Prepare adjustments related to sales tax and hotel occupancy tax . + Maintain...**QUALIFICATIONS & REQUIREMENTS:** + High school diploma or equivalent; associate degree or coursework in accounting preferred. + Minimum… more
- Marriott (Newport Beach, CA)
- …to staff and contractors. Strives to increase both guest and associate satisfaction through effective communications and training. **CANDIDATE PROFILE** Education ... Resources Activities** + Interviews, selects and trains associates.. + Appraises associate 's productivity and efficiency for the purpose of recommending promotions… more