Financial Services Professional

3 weeks ago


Los Angeles, California, United States Clinica Romero Full time
Job Summary
Clinica Romero is seeking an experienced Financial Services Professional to join our team as a Staff Accountant. The ideal candidate will have a strong background in accounting and finance, excellent analytical skills, and the ability to work effectively in a fast-paced environment.

Responsibilities
• Maintain and reconcile general ledger input.
• Provide monthly reports and audit support.
• Recommend improvements to current operations.
• Oversee cash receipts, accounts payable, petty cash, and payroll processing by accounting clerk.
• Responsible for payroll journal entries and payroll allocations.
• Maintain fixed assets worksheets and depreciation schedule.
• Process insurance payment and reconciliations.
• Process monthly bank reconciliations.

Requirements
• Bachelor's degree in Accounting or related field.
• Minimum two years of experience in auditing or general accounting functions, preferably in healthcare or not-for-profit grant management environment.
• Proficient in Accounting software (e.g., FundEz, Quickbooks, Sage).
• Excellent documentation and work presentation skills.
• Good organizational and interpersonal skills.

Salary Range
$68,000 - $76,000 per year.

  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job Overview">As a Financial Advisor Associate with Providence Financial and Insurance Services, Inc., you will play a vital role in helping clients achieve their financial goals. We are seeking a motivated and results-driven professional to join our team.">Salary and Benefits">We offer a competitive base salary of $80,000 per year, plus commission from the...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    **Job Description:**We are seeking a highly skilled Client Service Associate to join our team at Providence Financial and Insurance Services, Inc. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.**Key...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    As a Financial Advisor Associate at Providence Financial and Insurance Services, Inc., you will play a key role in helping us achieve our mission of delivering exceptional service to our clients.You will be responsible for conducting presentations, building rapport with prospects, and creating trusting relationships that drive client acquisition.The role...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OverviewWe are a family-owned financial services firm deeply committed to our clients' success. Our team values education, learning, and long-term relationships.This role is perfect for a licensed financial advisor seeking a challenging opportunity with a strong compensation package.The ideal candidate will have 3+ years of client-facing experience in...


  • Los Angeles, California, United States PNC Financial Services Group Full time

    About PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are united in their passion for helping customers achieve their financial goals. We're seeking a highly skilled professional to join our Corporate Banking...


  • Los Angeles, California, United States Spieldenner Financial Group Full time

    Company OverviewSpieldenner Financial Group is a leading organization in the insurance industry, recognized for its rapid growth and commitment to excellence.We are part of the fastest-growing insurance organization in the country, as listed among the INC 5000s fastest-growing private companies.Voted Top Company Culture by Entrepreneur Magazine, we strive to...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job SummaryProvidence Financial and Insurance Services, Inc. is a dynamic team in the financial services sector. We are seeking an experienced Client Service Associate to join our team.Job DescriptionMain ObjectivesTo provide exceptional client service by communicating directly with clients to understand and service their financial needs.To collaborate with...


  • Los Angeles, California, United States Pls Financial Services, Inc. Full time

    Company OverviewPLS Financial Services, Inc. is a leading retail provider of alternative financial services. The company is headquartered in Chicago and operates over 200 financial service centers across 12 states. PLS provides consumers with convenient financial products and services to manage their day-to-day financial needs.Salary and BenefitsThe...


  • Los Angeles, California, United States Beer Financial Group Full time

    Salary and BenefitsThe estimated salary for this role is $120,000-$150,000 per year, based on performance and experience. Our benefits package includes comprehensive training, ongoing support, and a competitive bonus structure.As a Northwestern Mutual advisor, you'll have access to advanced technology, expert mentoring, and a wide range of resources to help...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OverviewWe are looking for a talented individual to fill the role of Client Service Associate at Providence Financial and Insurance Services, Inc.Estimated Salary: $65,000 per yearKey ResponsibilitiesDevelop and maintain relationships with clients to meet their financial needs.Stay up-to-date on company products and services to provide expert advice.Work...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Company OverviewWe are Providence Financial and Insurance Services, Inc., a dynamic financial advisory firm committed to delivering exceptional service in a positive work environment. Our company culture prioritizes fostering growth opportunities and comprehensive benefits for our employees.We strive to provide a great company culture that encourages...


  • Los Angeles, California, United States Escalate Financial Full time

    Our ValuesAt Escalate Financial, we operate on a set of core values that guide everything we do. These values include:- Innovation: We continuously strive to improve our products and services, staying ahead of the curve in the ever-changing world of finance.- Integrity: We conduct ourselves with honesty, transparency, and accountability, always prioritizing...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Company OverviewProvidence Financial and Insurance Services, Inc. is a thriving financial planning firm that values excellence and growth.We pride ourselves on being a small, privately-owned company that provides top-notch financial services to our clients.


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job Title: Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to join our dynamic team at Providence Financial and Insurance Services, Inc. The ideal candidate will have a proven track record of efficiently opening new accounts for clients while adhering to regulatory standards.The estimated salary range for this...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OverviewWe are seeking a dedicated and results-driven New Account Specialist to join our dynamic financial services team. This role involves efficiently opening new accounts for clients, adhering to all regulatory and compliance standards.Key Responsibilities:Open new accounts for clients in a timely manner, ensuring accuracy and attention to...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    About the Job:Providence Financial and Insurance Services, Inc. is seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will be responsible for providing administrative support to our advisors, maintaining a well-organized office environment, and supporting seminar and webinar setup.Key...

  • Senior Client Advisor

    2 weeks ago


    Los Angeles, California, United States PNC Financial Services Group Full time

    **PNC Financial Services Group Overview**PNC is a leading financial services organization that prides itself on its inclusive and accessible workplace culture. We value our employees' contributions and provide opportunities for growth and development.This role offers a unique opportunity to join our Commercial Banking organization as a Relationship Manager...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Company Overview:Providence Financial and Insurance Services, Inc. is a thriving financial planning and insurance firm that values excellence and growth. Our team is committed to providing top-notch financial services to our clients.Salary and Benefits:Competitive annual salary: $50,000 - $55,000 plus bonusesGenerous benefits package, including paid...


  • Los Angeles, California, United States Edelman Financial Engines Full time

    OverviewThe role of a Financial Services Associate at Edelman Financial Engines is to provide exceptional customer service and support the financial planning process. With a strong focus on building relationships with clients, this position requires excellent communication and problem-solving skills.SalaryThe estimated salary for this role is $55,000 -...


  • Los Angeles, California, United States Bank of America Full time

    Join Bank of America, a leader in the financial services industry, and embark on a rewarding career as a Financial Services Professional. In this role, you will engage with clients to understand their financial needs and provide personalized solutions.As a Client Relationship Manager, you will be responsible for building strong relationships with clients,...