Business Development Associate

4 weeks ago


Encino, California, United States PT&C Group LLC Full time
Job Overview

We are seeking a highly skilled and detail-oriented Junior Account Manager to join our team at PT&C Group LLC. As a key member of our Business Management department, you will provide critical support functions and bookkeeping assistance to our Account Managers, ensuring the day-to-day needs of our clients and their families are met.

Key Responsibilities
  • Manage daily client activities, including requests and timely follow-up on all outstanding matters.
  • Analyze contracts and supervise cash receipts and disbursements.
  • Assist in the preparation of meeting packages and attend client meetings regarding financial projections, investments, contracts, insurance analysis, and other matters as directed by management.
  • Monitor credit card activity, fraud alerts, credit score issues, insurance renewals, and claims.
  • Support home and vehicle purchases.
  • Supervise and delegate to assistants.
  • Coordinate with the tax department relative to due dates, supporting documentation, etc.
Requirements
  • Professional Business Management and/or Accounting Firm experience, with the ability to work with high-profile/high-net-worth individuals/clients and top-level management and executives.
  • Excellent computer (Microsoft Office Programs) and typing skills in a setting with many interruptions.
  • Strong knowledge and experience using QuickBooks accounting software.
  • Effective communication skills (written and verbal).
What We Offer
  • Opportunity for advancement within a rapidly growing professional services firm.
  • Ongoing informal and formal training and development.
  • Competitive compensation.
  • 401(k) and medical benefits.
  • Firm-sponsored continuing education.


  • Encino, California, United States Sumitomo Mitsui Financial Group, Inc. Full time

    About the RoleAs a Relationship Manager at SMBC MANUBANK, you will play a key role in developing and managing a portfolio of high-performing commercial relationships. This includes providing a range of services to business clients through active business development and relationship management.Key ResponsibilitiesDevelop and manage relationships with new and...


  • Encino, California, United States SMBC Full time

    About SMBC MANUBANKSMBC MANUBANK is a leading regional business bank that provides specialized financial services to middle-market businesses and professionals in California. Our mission is to establish long-term customer relationships and loyalty by offering superior products and services through a core of highly skilled and seasoned bankers.Job SummaryAs a...


  • Encino, California, United States Premium Merchant Funding Full time

    Job DescriptionAt Premium Merchant Funding, we empower small and medium-sized businesses with transformative financial solutions. Our team is dedicated to providing essential financial services, helping businesses survive and thrive.As a Business Development Representative, you will play a crucial role in supporting small and medium-sized businesses. Your...


  • Encino, California, United States John Macdonald Farmers Insurance Full time

    Job DescriptionJohn Macdonald Farmers Insurance in California is seeking a motivated and dynamic individual to fill the role of Full-Time Commercial Accounts Manager. The ideal candidate will have a passion for delivering excellent customer service and enjoy working in a proactive environment.Key ResponsibilitiesMaintain and handle an existing book of...


  • Encino, California, United States NKSFB Full time

    Job SummaryNKSFB, LLC is seeking a highly skilled Business Operations Manager to join our team. As a key member of our business management team, you will be responsible for managing client relationships, overseeing financial operations, and implementing strategic business plans.Key ResponsibilitiesManage client relationships and develop strategic business...


  • Encino, California, United States MidFirst Bank Full time

    Job SummaryMidFirst Bank is seeking a skilled Relationship Manager Associate to join our team. As a key member of our Relationship Management team, you will be responsible for developing and maintaining strong relationships with clients, identifying business opportunities, and providing exceptional client service.Key ResponsibilitiesEnsure credit portfolio...

  • Physical Therapist

    4 weeks ago


    Encino, California, United States Management Business Solutions Full time

    About the Job:As a Physical Therapist in our Outpatient Department, you will be responsible for providing high-quality physical therapy services to patients. Your primary goal will be to help patients achieve optimal results through the delivery of evidence-based care.Key Responsibilities:Plan, develop, and implement individualized treatment plans for...


  • Encino, California, United States AssetMark Full time

    Job Description:AssetMark is a leading provider of innovative investment and consulting solutions serving independent financial advisors. Our platform empowers advisors to provide the highest level of service possible to their clients.The Role:We are seeking a highly skilled Business Systems Analyst to join our team. As a Business Systems Analyst, you will...


  • Encino, California, United States AssetMark Full time

    Job Description:AssetMark is a leading provider of innovative investment and consulting solutions serving financial advisors. We offer a comprehensive suite of investment solutions, consulting services, and technology that empowers advisors to provide exceptional client experiences.The Role:We are seeking a highly skilled Business Systems Analyst to join our...


  • Encino, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Business Banking Portfolio Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for managing a portfolio of business banking relationships, providing exceptional customer service, and driving business growth.Key Responsibilities:Manage a portfolio of...


  • Encino, California, United States AssetMark Full time

    Job Description:AssetMark is a leading provider of innovative investment and consulting solutions serving independent financial advisors. Our platform empowers advisors to provide the highest level of service possible to their clients.The Role:We are seeking a highly skilled Business Systems Analyst to join our team. As a Business Systems Analyst, you will...


  • Encino, California, United States City National Bank Full time

    Job Summary We are seeking a highly skilled Business Banking Portfolio Manager to join our team at City National Bank. As a key member of our commercial lending team, you will be responsible for managing a portfolio of diverse and complex business banking relationships. Key Responsibilities Develop and manage a large portfolio of business banking...


  • Encino, California, United States AssetMark Full time

    Job Description:AssetMark is a leading provider of innovative investment and consulting solutions serving independent financial advisors. Our platform empowers advisors to provide the highest level of service possible to their clients.The Role:We are seeking a highly skilled Business Systems Analyst to join our team. As a Business Systems Analyst, you will...

  • Tax Supervisor

    4 weeks ago


    Encino, California, United States Consultative Search Group Full time

    Job DescriptionA prestigious business management firm seeks a highly skilled Tax Supervisor to contribute to their dynamic team. The ideal candidate will have strong tax preparation and research skills, with a focus on business management, entertainment industry, real estate, high net worth individuals, and multi-jurisdictional planning.Key...

  • Merchandise Associate

    4 weeks ago


    Encino, California, United States Marshalls Full time

    Job Title: Merchandise AssociateJoin the dynamic team at Marshalls, where you'll have the opportunity to work in a fast-paced retail environment. As a Merchandise Associate, you'll play a crucial role in delivering an exceptional customer experience by providing excellent service, maintaining a clean and organized store environment, and adhering to...


  • Encino, California, United States gpac Full time

    Job OpportunityWe are seeking a highly skilled Senior Associate Attorney to join our team in complex litigation. Our client, a nationwide leader in the industry, is looking for a dedicated professional with 5+ years of experience handling complex litigation cases. If you have a strong background in plaintiff or defense litigation and are passionate about...


  • Encino, California, United States Bank of America Full time

    Job SummaryAs a Business Banking Relationship Manager/Senior Relationship Manager at Bank of America, you will be responsible for providing expert financial guidance and solutions to complex business clients and prospects. This role requires a deep understanding of the bank's products and services, as well as the ability to identify cross-selling...


  • Encino, California, United States Bank of America Full time

    Job Title: Business Banking Relationship Manager/Senior Relationship ManagerJob Summary:As a Business Banking Relationship Manager/Senior Relationship Manager at Bank of America, you will be responsible for providing expert advice and financial solutions to complex Business Banking clients and prospects. Your primary goal will be to acquire, deepen, and...


  • Encino, California, United States gpac Full time

    Job OpportunityWe are seeking a skilled Senior Associate Attorney to join our team in complex litigation. Our client is a well-established nationwide firm with a strong reputation for excellence. The ideal candidate will have 5+ years of experience handling complex litigation, both plaintiff and defense, and a strong academic background. Key qualifications...


  • Encino, California, United States CRE Recruiting Full time

    Job Title: Director of OperationsWe are seeking a strategic Director of Operations to help improve execution, develop and implement growth strategies, and provide necessary leverage to scale our successful business.Key Responsibilities:Work collaboratively with the team on client pitches, meetings, and strategic events to win, execute, and close new...