Financial Services Coordinator
3 days ago
At Edward Jones, we're committed to delivering exceptional personalized service to our clients. As a Branch Office Administrator, you'll play a critical role in building and maintaining strong relationships with our clients, helping them achieve their long-term financial goals.
About the Role
As a key member of our branch team, you'll work closely with our financial advisors to provide exceptional client service, identify opportunities to create efficiency, and drive marketing activities. You'll be responsible for delivering personalized service, taking an active role in the annual business planning process, and actively listening for situations that may indicate a need for additional services.
What We Offer
We're proud to offer a comprehensive 6-month training program, a wide support network, and a culture of continuous improvement and professional development. You'll have the opportunity to work independently, but with a team of thousands backing you every step of the way.
Skills and Requirements
To be successful in this role, you'll need to have strong communication and interpersonal skills, be able to work independently, and have a willingness to learn about financial services and markets. You'll also need to be proficient in current and new office technology.
About Us
Edward Jones is a Fortune 500 company where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We're committed to building a place where everyone feels like they belong, and we're proud of our associates' contributions to the firm and the recognitions we have received.
-
Financial Services Coordinator
1 day ago
Monterey, California, United States Edward Jones Full timeTransforming Client RelationshipsAt Edward Jones, we're committed to delivering exceptional personalized service to our clients. As a Branch Office Administrator, you'll play a critical role in building and maintaining strong relationships with our clients, helping them achieve their long-term financial goals.About the RoleYou'll work closely with our...
-
Financial Leader
3 weeks ago
Monterey Park, California, United States Pacifica Services Full timeJob SummaryPacifica Services is seeking a highly skilled Financial Leader to oversee accounting, invoicing, and encumbrance processes and policies. The ideal candidate will have experience managing Project Accountants and Business Analysts, as well as interfacing with District Finance Management and coordinating Bond Fund management and transparency.Key...
-
Financial Administrator
4 weeks ago
Monterey, California, United States Talantage Full timeJob Title: Financial Administrator AnalystJob Summary:Fulfill the function of data entry, tracking, and reporting for financial tracking. The contractor shall not make any budgeting and/or financial determinations.Compile, maintain, and track fiscal information of EAG from ERP and DTS and internal tracing of procurements, prepare financial reports in Excel...
-
Controller - Financial Leadership Position
14 hours ago
Monterey, California, United States Cypress Healthcare Partners Full timeJob OverviewCypress Healthcare Partners is a leading physician practice management company that provides comprehensive administrative services to hospitals and medical groups. We are seeking an experienced Controller to join our executive staff and oversee our accounting team.The ideal candidate will have a strong background in accounting, preferably in a...
-
Financial Advisor
5 days ago
Monterey, California, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial Advisor with Northwestern MutualAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals and build a brighter future. As a Financial Advisor, you'll play a critical role in delivering exceptional service and guidance to our clients, helping them navigate the complexities of personal...
-
Education Coordinator
4 weeks ago
Monterey, California, United States Seneca Holdings LLC Full timeJob Title: Education CoordinatorGreat Hill Solutions is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is the federal government contracting business wholly owned by the Seneca Nation. SNG meets mission-critical needs of federal civilian, defense, and intelligence community customers across a variety of domains. The SNG portfolio receives...
-
Financial Advisor
4 days ago
Monterey, California, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a critical role in building lasting relationships with your clients and helping them navigate the complexities of financial planning.Key Responsibilities:Build a client base by growing...
-
Financial Aid Counselor
2 weeks ago
Monterey, California, United States California State University Montery Bay Full timeAbout the RoleCalifornia State University, Monterey Bay is seeking a highly skilled Financial Aid Counselor to join our team. As a key member of our Student Services department, you will play a vital role in providing exceptional support to our students and their families.Key ResponsibilitiesEvaluate financial aid applications and determine eligibility for...
-
Financial Aid Counselor
3 days ago
Monterey, California, United States California State University Montery Bay Full timeAbout the RoleCalifornia State University, Monterey Bay is seeking a highly skilled and dedicated Financial Aid Counselor to join our team. As a key member of our Student Services department, you will play a vital role in supporting the financial aid needs of our students.Key ResponsibilitiesEvaluate financial aid applications and determine eligibility for...
-
Staff Services Analyst
4 days ago
Monterey, California, United States California Correctional Health Care Services Full timeJob Description and DutiesUnder the direction of Executive Management or an assigned area supervisor, the Staff Services Analyst will independently perform more responsible, varied, and complex technical analytical staff services and assignments such as program evaluation and planning; policy analysis and formulation; systems development; budgeting,...
-
Scheduling Coordinator I
4 days ago
Monterey Park, California, United States AltaMed Health Services Full timeJob Title: Scheduling Coordinator IAt AltaMed Health Services, we are committed to providing exceptional care to our communities. We are seeking a highly skilled Scheduling Coordinator I to join our team.Job Summary:This is a challenging and rewarding role that requires strong organizational and communication skills. The Scheduling Coordinator I will be...
-
Social Services Coordinator
1 day ago
Monterey Park, California, United States WSH Management Full timeJob SummaryWSH Management is seeking a highly skilled and compassionate Social Services Coordinator to join our team at Lions Manor, a 126-unit HUD Section 8 property for seniors in Monterey Park, CA.This is a full-time position requiring 40 hours per week. The successful candidate will be responsible for performing assessments for residents seeking social...
-
Social Services Coordinator
3 days ago
Monterey Park, California, United States WSH Management, Inc. Full timeJob SummaryWSH Management, Inc. is seeking a highly skilled and bilingual Social Services Coordinator to join our team at Lions Manor, a 126-unit HUD Section 8 property for seniors in Monterey Park, CA.This is a full-time position requiring 40 hours per week. The successful candidate will be responsible for performing assessments for residents seeking social...
-
Bilingual Consumer Loan Sales Specialist
3 weeks ago
Monterey Park, California, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Bilingual Consumer Loan Sales Specialist to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for delivering exceptional customer service, building strong relationships with customers, and providing financial solutions that meet their needs.Key...
-
Consumer Loan Sales Specialist
3 weeks ago
Monterey Park, California, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
-
Personal Care Assistant
4 days ago
Monterey, California, United States Maxim Healthcare Services Full timeJob Summary:We are seeking a compassionate and skilled Personal Care Assistant to provide support services to individuals in need of personal, physical mobility, and therapeutic care. As a PCA, you will work closely with clients to assist with daily activities, provide health care tasks, and perform incidental household services.Responsibilities:• Assist...
-
Consumer Loan Sales Specialist
1 week ago
Monterey Park, California, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
-
Consumer Loan Sales Specialist
3 weeks ago
Monterey Park, California, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to make informed financial decisions and achieve their goals.Responsibilities:Deliver exceptional customer service and build...
-
Consumer Loan Sales Specialist
4 weeks ago
Monterey Park, California, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
-
Director of Advancement Services
2 days ago
Monterey, California, United States The California State University Full timeAbout the RoleThe Director of Advancement Services will provide leadership and supervision of gift and pledge processing, database management, prospect research, and advancement information systems. This role will create and implement methods for improving individual and team productivity, performance, and collaboration.Key ResponsibilitiesLeadership:...