Financial Operations Associate

Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our dynamic team at Consultative Search Group. In this role, you will play a crucial part in maintaining accurate financial records, assisting with monthly financial reports, and ensuring compliance with accounting standards and firm policies.

Job OverviewThe Private Bank Client Services Associate provides high-quality financial services to clients in accordance with bank rules, regulations, and guidelines. This role involves reviewing and processing various customer service transactions.

Job DescriptionWe are seeking a Senior Administrative Associate to join our team at Raymond James in Newport Beach, CA. This role will involve providing high-level administrative support to Financial Advisors, their clients, and branch staff members. The ideal candidate will have excellent communication skills, be detail-oriented, and possess the ability to...

About UsRaymond James Financial Incorporated is a leading financial services company with over 60 years of history. We value client-first, integrity, independence, and a conservative, long-term view.About the RoleThis Registered Client Service Associate role requires strong communication and organizational skills, with experience in client relationship...

About the RoleWe are looking for a skilled and detail-oriented individual to join our Client Services team as a Call Center Representative. In this role, you will be responsible for handling high-volume inbound phone calls from clients and stakeholders, providing exceptional support and resolving complex queries in a timely manner.Key Accountabilities-...

About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving over 10,000 clients and managing more than $100 billion of assets across the country. Our boutique's personal service, creativity, and objective advice are combined with the extensive resources and intellectual capital of an...

Position DescriptionWe are looking for a highly organized and detail-oriented Accounts Payable Clerk to join our team at Olson Urban Housing. As a key member of our financial operations team, you will be responsible for managing the full cycle of accounts payable, including G&A and project-specific invoices.Key Responsibilities:Receive and process daily...

We are seeking a talented Legal Operations Associate to join our team at AGG Legal Staffing. The ideal candidate will have a strong background in law office administration, with experience in areas such as document preparation, calendar management, and data entry.The Legal Operations Associate will be responsible for preparing and processing various...

Our MissionPIMCO aims to be a trusted advisor to our clients by providing innovative solutions for their investment needs. We achieve this through our expertise in active fixed income, leveraging our experience in complex debt markets to deliver strong risk-adjusted returns.About Our CultureWe celebrate diverse thinking and invest in our people to create a...

Key ResponsibilitiesRespond to client inquiries via phone, email, and/or other contact methodsMonitor daily custodial alerts and resolve accordinglyRecord client inquiries in CRM and prepare meeting presentation materialsMeet regularly with relationship managers and associate wealth advisors to prioritize workload and provide timely updatesWe offer a...

The Chief Financial Officer will be a key member of the team at Prodigy Search Group, responsible for managing the financial operations of the company. Based in Santa Ana and Newport Beach, CA, this is a high-profile position that requires exceptional leadership skills.This role involves leading a talented team of 9-12 staff members, with direct oversight of...

About the RoleWe are seeking a skilled Financial Analyst to join our dynamic team at Consultative Search Group. This is an exciting opportunity for a motivated individual to play a key role in the financial operations of our prestigious professional services organization.

Job Description:We are seeking a highly skilled Cheap Financial Strategist to join our team at Alliance Resource Group in Newport Beach.About the Role:The Chief Financial Strategist will oversee the financial operations of a dynamic professional services firm specializing in project and construction management. The ideal candidate will be responsible for...

About PIMCOPIMCO is a global leader in active fixed income, dedicated to helping our clients achieve their financial goals through innovative investment solutions and exceptional service. With decades of experience navigating complex debt markets, we have established ourselves as one of the world's largest providers of traditional and non-traditional...

About the PositionWe are looking for a skilled Corporate Controller to join our team at Platinum Storage Group in Newport Beach, CA.The successful candidate will be responsible for overseeing accounting operations, preparing financial statements, and analyzing financial data.ResponsibilitiesSupervise accounting staff and ensure accurate financial...

About the RoleAs an Accountant II, you will play a key role in Pacific Life's growth and long-term success by participating in the financial close of Corporate PL and PL&A business units along with their affiliated subsidiaries. This encompasses performing thorough analyses of financial statements, conducting reconciliations, preparing entries, and reports...

Job Description:This is a full-time on-site role for a Corporate Controller at Platinum Storage Group located in Newport Beach, CA. The primary focus of this position includes overseeing accounting staff, preparing internal and external financial statements and reports, managing month-end and year-end reporting, communicating with owners (TIC) &...

Job SummaryJadestone Consulting seeks an Operations Coordinator to join our team. This role involves providing administrative support, including managing cash flow, processing bills, and performing bank reconciliations. The ideal candidate should have strong organizational skills, basic accounting knowledge, and proficiency in Microsoft Office.Duties and...

At Balboa Bay Resort & Club, we are seeking a highly skilled Night Audit Coordinator to join our team.The Night Audit Coordinator will be responsible for auditing, balancing, and reporting on various areas of the hotel, including food and beverage outlets, rooms/front desk, gift shop, etc.Key responsibilities include auditing and balancing cash and credit...

Job DescriptionThe Financial Operations Manager will be responsible for overseeing the accounting and financial operations of the organization. This includes ensuring the accuracy and completeness of financial records, preparing financial reports, and analyzing financial data.Key Responsibilities:Overseeing the accounting and financial operations of the...