- House of Blues (CA)
- …of focus include accounting for daily and monthly cash and bank reconciliations, intercompany transactions, prepaids, intangibles, leases, loans, investments, and ... + Prepare ad hoc schedules as requested by internal management WHAT YOU NEED TO KNOW (or TECHNICAL SKILLS)...including paid holidays, sick time, and personal days + WEALTH : 401(k) program with company match, stock reimbursement program… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …on LinkedIn for a conversation and apply directly. Join a new and growing wealth management firm focused on building long-term client relationships and an ... operations role within a financial services firm (RIA, broker-dealer, custodian, or bank ) + Strong communication and follow-through with a client-first mindset +… more
- Coinbase (Sacramento, CA)
- …emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets ... team and cross functional teams supporting CaaS - product, account management , solutions architecture, legal, specialty sales * Advocating for partners within… more
- Citigroup (San Francisco, CA)
- …Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management , enabling you to fulfill or provide appropriate ... with Citibank policies, standards and procedures to ensure the security of the bank 's and clients' assets + _This position requires the employee to register as… more
- Carrington (Anaheim, CA)
- …external use. + Analyze results to ensure accuracy. + Prepare and/or process bank transfer requests, including wire, book transfer, and account transfers. + Process ... is a holding company whose primary businesses include asset management , mortgages, real estate transactions and real estate logistics....United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Atria Wealth Solutions (Dublin, CA)
- …training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review ... and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies… more