Financial Operations Associate
5 days ago
We are seeking a highly motivated Finance Sales Assistant to join our team in Newport Beach, CA. This is a full-time position with an estimated salary of $78,000 - $88,000 per year.
Main Responsibilities
- Support financial operations, including financial reporting, account management, and setup.
- Assist new clients in rolling over assets, manage client requests, and develop relationships with mutual fund companies.
- Maintain office appearance, prepare conference rooms, and perform administrative tasks.
- Ensure compliance with regulatory requirements, manage logs, and track client gifts.
Required Skills and Qualifications
- 10+ years of experience in a finance support role, preferably in wealth management.
- Possession of a Series 7 license.
- Strong analytical skills, attention to detail, and organizational abilities.
- Excellent communication skills, both written and verbal.
-
Financial Operations Associate WI
4 weeks ago
Deerfield Beach, Florida, United States Creative Financial Staffing Full timeAccounts Receivable Specialist Job DescriptionJob Summary: As a key member of our finance team, the Accounts Receivable Specialist will be responsible for managing financial transactions by processing daily invoices. This role involves receiving, entering, and coding invoices while collaborating with department managers to collect payments in a timely...
-
Financial Operations Associate
6 days ago
Newport Beach, California, United States PIMCO Full timeOverviewPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of...
-
Financial Operations Specialist
4 weeks ago
Newport Beach, California, United States EPIC Brokers Full timeAbout EPIC BrokersEPIC Brokers is a leading global insurance brokerage that empowers professional athletes and entertainers through expert tax and business management services. We foster financial wellbeing and inclusivity, providing comprehensive, personalized wealth management solutions and expert operational support to help our clients manage and...
-
Financial Operations Manager
6 days ago
Newport Beach, United States USA Hotel Group LLC Full timeFinancial Operations ManagerWe are looking for a highly skilled Financial Operations Manager to join our team at the USA Hotel Group LLC. This role will oversee the day-to-day financial activities, ensuring that all financial processes are accurate, efficient, and compliant with regulatory requirements.Key Responsibilities:Develop and implement financial...
-
Financial Operations Coordinator
6 days ago
Newport Beach, United States Revol AV Inc Full timeJob Title: Financial Operations CoordinatorWe are seeking a detail-oriented and proactive Financial Operations Coordinator to handle our daily financial operations and support our administrative needs. This part-time, remote position will focus primarily on bookkeeping, accounts receivable, and accounts payable.Key Responsibilities:Part-time, fully remote...
-
Financial Operations Specialist
1 week ago
Newport Beach, United States USA Hotel Group LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at USA Hotel Group LLC.The ideal candidate will possess strong accounting knowledge, excellent analytical skills, and the ability to work effectively in a fast-paced environment.This role is responsible for executing day-to-day accounting operations, including...
-
Financial Operations Specialist
1 week ago
Newport Beach, United States Revol AV Inc Full timeJob Title: Financial Operations SpecialistDescription:We are seeking a detail-oriented and proactive Bookkeeper to handle our daily financial operations and support our administrative needs.This part-time, remote position will focus primarily on bookkeeping, accounts receivable, and accounts payable. In addition to bookkeeping, the role will also require...
-
Financial Operations Specialist
4 days ago
Newport Beach, California, United States Consultative Search Group Full timeJob 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.
-
Financial Operations Manager
4 weeks ago
Newport Beach, California, United States Lugano Full timeAbout This OpportunityLugano Diamonds seeks a detail-oriented Financial Operations Manager to manage and maintain accurate inventory records, conduct regular reconciliations, and ensure compliance with internal controls. The ideal candidate will have experience managing high-value, complex, customized inventory and possess strong analytical and...
-
Financial Operations Associate
1 week ago
Palm Beach Gardens, United States Ship Sticks Full timeJob OverviewAt Ship Sticks, we are seeking a highly skilled Financial Operations Associate to join our team. This role is responsible for assisting with all aspects of accounting operations within the company.We offer a competitive salary of $65,000 - $75,000 per year, depending on experience, and a comprehensive benefits package.
-
Senior Financial Services Associate
6 days ago
Newport Beach, California, United States Disability Solutions Full timeJob 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.
-
Chief Financial Operations Manager
4 weeks ago
Newport Beach, United States USA Hotel Group LLC Full timeUSA Hotel Group LLCEstimated Annual Salary: $85,000 - $110,000About the OpportunityWe are seeking an experienced Chief Financial Operations Manager to join our team at USA Hotel Group LLC. The successful candidate will be responsible for executing day-to-day accounting operations for our hotel properties.Key Responsibilities:Post journal entries to record...
-
Senior Administrative Associate
3 days ago
Newport Beach, California, United States Raymond James Financial Incorporated Full timeJob 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...
-
Client Service and Operations Specialist
4 days ago
Newport Beach, California, United States Raymond James Financial Incorporated Full timeAbout 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...
-
Senior Financial Operations Manager
6 days ago
Newport Beach, United States USA Hotel Group LLC Full timeAbout the RoleWe are seeking an experienced Senior Staff Accountant to join our team at USA Hotel Group LLC.As a key member of our accounting department, you will be responsible for executing day-to-day accounting operations for our hotel properties.Estimated Salary: $65,000 - $85,000 per year.Key ResponsibilitiesPost journal entries to record...
-
Business Financial Operations Manager
4 days ago
Newport Beach, United States Lugano Full timeAbout the PositionLugano Diamonds seeks a skilled Staff Accountant to manage our financial operations. The ideal candidate will have a strong background in accounting and finance, with experience in staff accountant and/or accounts payable roles. This role involves collaborating with various departments to optimize financial processes and ensuring the...
-
Financial Accountant
4 weeks ago
Newport Beach, California, United States EPIC Brokers Full timeEPIC Brokers: Seeking a Skilled BookkeeperLocation: Newport Beach, CA (In office)About Galway Family OfficeGalway Family Office is a division of Galway Holdings, empowering professional athletes and entertainers through expert tax and business management services. Our goal is to foster financial wellbeing and inclusivity while providing comprehensive,...
-
Newport Beach, United States House of Sillage Full timeJob OverviewWe are seeking an experienced Financial Operations Manager to join our team at House of Sillage, a luxury fragrance brand. As a key member of our financial team, you will be responsible for overseeing the company's financial records and account personnel.Key ResponsibilitiesFinancial Management and Reporting:Oversee the preparation and...
-
Senior Military Financial Consultant
4 weeks ago
Newport, Rhode Island, United States First Command Financial Services, Inc. Full timeAt First Command Financial Services, Inc., we're committed to helping military families achieve their financial goals.About UsWe've been serving the military community since 1958, providing coaching and guidance to help them pursue their dreams. Our mission is to empower individuals to take control of their financial lives.Job OverviewWe're seeking a...
-
Financial Operations Specialist
1 week ago
Newport Beach, California, United States Corient Private Wealth LLC Full timeAbout 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...