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• Fidelity Investments

  

  Financial Consultant - Thousand Oaks, CA

  3 days ago

  Moorpark

  Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You Bring, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

• Eagle Professional Construction & Associates Inc.

  

  Billing Coordinator Assistant

  12 days ago

  Moorpark

  Job DescriptionBenefits: Key Responsibilities: • Assist with creating and processing invoices accurately and on time., • Communicate with customers to collect outstanding payments and resolve billing issues., • Answer and direct phone calls in a professional manner., • Maintain billing records in Workday and QuickBooks., • Support the accounting team with month-end and year-end processes., • Ensure compliance with company policies and procedures. Qualifications: • Previous experience in billing or office administrator, • Strong organizational skills and attention to detail., • Excellent communication and customer service skills., • Ability to prioritize tasks and meet deadlines.

• Robert Half

  

  Accounts Payable Specialist

  1 day ago

  Moorpark

  Job DescriptionWe are looking for a detail-oriented Accounts Payable Specialist to join our team in Moorpark, California. In this Contract-to-permanent position, you will play a key role in ensuring accurate and efficient processing of invoices and vendor payments. This opportunity is ideal for professionals with strong organizational skills and a passion for maintaining financial accuracy. Responsibilities: • Process a high volume of invoices, averaging approximately 300 per week, with precision and efficiency., • Maintain and nurture vendor relationships while addressing store-level accounts payable needs., • Perform comprehensive reconciliations of vendor statements and resolve any discrepancies promptly., • Apply intermediate Excel skills, such as creating pivot tables and conducting data analysis, to streamline workflows., • Handle invoice coding and ensure proper account allocations for all payments., • Facilitate Automated Clearing House (ACH) transactions and oversee check runs to ensure timely processing., • Collaborate with internal teams to address payment inquiries and support financial reporting., • Monitor accounts payable processes to ensure compliance with company policies and regulations.• Minimum of 2 years of experience in an accounts payable role or similar financial position., • Proficiency in handling high-volume invoice processing with attention to detail., • Strong skills in account coding and invoice management., • Familiarity with Automated Clearing House (ACH) transactions and check runs., • Intermediate knowledge of Excel, including the ability to create pivot tables and analyze data., • Excellent communication and problem-solving abilities for managing vendor relationships., • Strong organizational skills and ability to work independently in a fast-paced environment., • Commitment to maintaining accuracy and adhering to financial procedures.

• Solvency Now Bookkeeping

  

  Bookkeeper (Full-Time)

  5 days ago

  Moorpark

  Accounting Clerk/ Fully Remote] - Anywhere in U. FT Position (40 hours per week) - As a Bookkeeper at Solvency Now Bookkeeping, you will: Manage financial records accurately and efficiently; Analyze and reconcile bank statements and transactions; Prepare and process invoices and payments; Maintain a

• Nira Medical

  

  FT Collections and Payments Specialist - Work From Home

  5 days ago

  Moorpark

  Billing / Remote] - Anywhere in U.

• Belay

  

  Virtual Bookkeeper (100% Remote)

  5 days ago

  Moorpark

  Accounting Clerk / Remote] - Competitive Pay ($20$25 per hour) / Flexible Hours / 1099 Contractor Role / Work with Multiple Industries - As a Bookkeeper at Belay, you will: Maintain accurate financial records by recording all transactions, including purchases, sales, receipts, and payments; Utilize

• SpecialtyCare

  

  Accounts Receivable Representative - Work From Home

  5 days ago

  Moorpark

  Billing / Remote] - Anywhere in U.Up to $22 per hour / Health, dental & vision / 401k match / PTO - As an Accounts Receivable Representative at SpecialtyCare, you will: Research and resolve overpayment requests and credit balances; Identify billing errors to be corrected by coding team; Research ins

• Burkland

  

  FT Bookkeeper - Work From Home

  5 days ago

  Moorpark

  Accounting & Finance Support / Remote] - Anywhere in U. K+ per year / Flexible schedule / Medical, dental & vision / 401k match / PTO / Home office reimbursement - As a Bookkeeper at Burkland, you will: Perform bookkeeping and general accounting services for clients; Maintain accurate and up-to-date