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The breadth of work will be across financial services regulatory matters generally, and including compliance, sanctions, and investigations. Our client law firm has a superb reputation on acting on some of the largest cross-border cases.
$85,000 - $110,000Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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As a Commission-Only Life Insurance Sales Representative, you will be responsible for promoting and selling life insurance policies to clients, helping them secure their financial future and protect their loved ones.
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Our diverse client base represents a wide range of industries, including technology, telecom, insurance, healthcare, manufacturing, banking & financial services, food & commodities trading and federal organizations.
$18 - $20 an hourExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Role: Your client portfolio will mainly include prestigious companies in the financial services sector and amongst others, you will be working within the banking, mutual funds, hedge funds and unit trusts arenas.
$45,000 - $55,000ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Lincoln Group has partnered with a client in the metal forging fabrication industry in search of an Accounting Manager to join their team on a direct-hire basis! This position will support management with general ledger and bank reconciliations, transactional processing, cost allocations, financial analysis, and implementation of financial and compliance controls.
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Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
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Oversee indirect maintenance activities such as facilitating direct work execution and include work identification, cost estimating and tracking, purchasing and materials management, planning and scheduling, task tracking and monitoring, and maintaining facility, equipment, and financial histories.
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Your day-to-day responsibilities will include: Needs Analysis and Client Education: Conduct detailed insurance sales needs analysis via phone or Zoom with clients. Here’s what you can expect: Client Education and Support : You’ll be the go-to resource for our clients, helping them navigate our simple sales process.
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The role holder must have the technical knowledge and ability to build credibility both within and outside of the businessExperience of risk and compliance within financial services, a solid understanding of the Wealth Management industry and associated client needs as well as working knowledge of trust and company laws.
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The Manager will guide revenue cycle team members supporting registration, pre-registration and overall financial clearance for both scheduled and unscheduled services. Assist Director to provide system level oversight for Optum360 client improvement programs and initiatives related to assigned Patient Access activities, working with the department’s Director, Senior Directors, Regional Patient Registration Directors, Corporate Directors and Managers, and Facility leadership, as warranted.
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Our client is seeking a competent Bookkeeper to manage their financial records, encompassing activities such as purchases, sales, receipts, and payments across various entities. The Bookkeeper will work closely with the team to generate and analyze financial reports, ensure adherence to legal requirements, and handle tasks like processing accounts payable and receivable, managing invoices, and payroll entries.
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Our client is looking for a skilled Bookkeeper to maintain our financial records, including purchases, sales, receipts and payments across entities. This includes working closely within a team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and payroll entries.
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You’ll qualify as a C category person under the Jersey Financial Services Commission guidelines and have a proven track record in client relationship management and handling complex offshore fiduciary issues.
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The Project Executive ensures project success through monitoring the processes, progress and results of the following: Client satisfaction, team effectiveness, employee development, financial goals, quality and schedule.
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client financial jobs in Oxnard, CA
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