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Zurich is seeking an Umbrella Executive Underwriter or AVP underwriting Director to join our Los Angeles team! Excess Casualty/Umbrella is a key business segment within National Accounts, and we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem-solving abilities. As an Umbrella, Executive Underwriter or AVP underwriting you will handle new and renewal Umbrella business. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers across Los Angeles, CA This is an exciting time to join Excess Casualty team at Zurich! The Umbrella is responsible for: • Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs., • Using a disciplined approach to exposure evaluation, risk assessment and pricing, • Using risk insights, data and models to drive informed decisions at point of sale, • Identifying gaps involves and aligning Zurich’s products and value proposition to offer a solution that provides the contract certainty the customer needs, • Demonstrating strong analytical skills and executing as an innovative advisor, • Underwriting, analyzing and generating new and renewal business, • Market facing and production within the growing Umbrella division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships, • Working within broad limits and authorities on highly complex assignments This role will be filled at either the Umbrella Executive Underwriter or AVP underwriting Director . The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Executive Underwriter- Excess: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP- Underwriting Director-Excess: • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Los Angeles, AM - San Francisco Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JJ1 #LI-DIRECTOR #LI-HYBRID

Zurich North America is hiring an Underwriting Account Service Manager I for our Middle Markets team in Los Angeles, CA. While this position will be based out of our LA office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role may require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We’ve been committed to assembling a team of dedicated Middle Market leaders who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. As a member of Zurich’s leadership team, you will have the opportunity to lead, motivate and develop the Underwriting Account Servicing team to develop and deliver customer-specific, value-added services for existing and new Middle Market accounts. In this role, you will be responsible for: • Managing all operational activities associated with high volume, mid-size to large accounts., • Managing a team of 6 Underwriting Associates, end to end and as the point of contact for customers and underwriting leadership, • Ensuring teams meeting key operational performance goals., • Regular performance evaluations., • Managing the workflow and distribution of work amongst team members., • Performing customer service and account management responsibilities, as needed, which may include resolving issues related to billing, making changes to policies and answering policy coverage related questions., • Participating in key account business relationships in person or teleconference with Underwriters, • Providing oversight and leading key check point processes for teams, • Coordinating relevant agenda, communications, and discussion points for regional meetings and trainings Basic Qualifications: • Knowledge of the insurance industry and the legal and regulatory environment Preferred Qualifications: • Insurance certifications, • People management experience, • Experience working in a production and metrics performance environment, • Knowledge of operational budgets, • Knowledge of international insurance programs Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The proposed Salary range for this position is $87,200.00 - $142,800.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Los Angeles Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Description: Join Our Dynamic Team! Exciting Accounts Payable Job Opportunity Available! This is NOT your typical Accounts Payable job. If you're looking for a role where you: • Just key invoices all day, • Don’t interact with other departments At Align Aerospace, Accounts Payable is a critical control point in our supply chain — you are validating transactions tied to real aerospace hardware that supports major OEMs and Tier 1 manufacturers. You’re not just processing invoices. You’re protecting accuracy, cost, and compliance across the entire operation. Why Align Aerospace? We are a global aerospace fastener distributor supporting some of the most advanced companies in the world. But what makes us different? • We move fast — no corporate red tape, • We invest in people — real growth, not empty promises, • We expect high performance — and reward it What You’ll Actually Be Doing You’ll own a high-impact Accounts Payable function in a fast-paced, ERP-driven environment: Control & Accuracy (This is where you stand out) • Execute full-cycle AP using 3-way match (PO, receipt, invoice), • Validate pricing, quantities, and terms tied to real inventory movement Investigate and resolve discrepancies: • Pricing issues, • Short shipments, • Vendor errors, • Support payment runs (check, ACH, wire), • Manage vendor relationships and statement reconciliations, • Use SAP + Excel to analyze trends and improve processes, • Identify inefficiencies and help us operate smarter, • Support audits and month-end close activities Requirements: What We’re Looking For We’re not just hiring experience — we’re hiring ownership and mindset. Must-Have: • 2–4+ years of Accounts Payable or accounting experience in a high-volume environment, • Experience with 3-way match (PO, receipt, invoice), • Strong Excel skills (you know your way around data —not just basic entry), • Experience in aerospace, manufacturing, or distribution, • Exposure to inventory-based environments, • You don’t ignore problems — you solve them, • You don’t wait — you take ownership, • Starting Pay: $50,440 + Annual Bonus, • 401(k) with company match, • Medical, dental, and FREE vision, • Company-paid life insurance + long-term disability, • Paid time off, • Standard schedule OR This role gives you: • Real exposure to supply chain + finance integration, • Experience in a regulated, audit-driven environment (AS9100) If you want: • A role where your work actually matters, • A team that moves fast and expects more, • A company that will challenge you and grow you Apply now! Let’s build something that actually matters. Equal Opportunity Employer We are committed to building a diverse and inclusive workplace. Align Aerospace is an Equal Opportunity and Affirmative Action Employer and does not discriminate on any protected basis under federal, state, or local law. Compensation details: 24-24.5 Hourly Wage PIc874c28375af-26276-40079540

Audit & Advisory Services (A&AS), part of the Office of Ethics, Compliance, and Audit Services, plays a vital role in supporting UCLA’s mission by providing the Board of Regents and university leadership with independent, risk-based, and objective assurance, insight, and foresight. Demonstrated wo

Under the general direction of the Housing Services Assistant Director of Financial Services, the Accounting Analyst is responsible for assisting with the financial reporting of the department. EntityID=38&JDName=Financial%20Services%20Analyst%202%20CX%20(40083511).

Senior Cost Accountant will assist with the maintenance of the cost and general accounting systems. This role includes all inventory balance sheet reconciliations, preparation of journal entries, cost analysis, and audit support. The ideal candidate has excellent analytical skills, advanced Excel skills, and a thorough knowledge of accounting principles.

Headquartered in downtown Los Angeles, AC Martin, Inc. Preparation and analysis of weekly reports relating to budgets, projections, and contract billings, including resolving problems where necessary. Tasks included, but are not limited to: Set up and maintenance of project budgets in accounting dat

In collaboration with seven universities—UCLA, USC, CSULB, CSULA, CSUN, CSUDH, and APU—the Academy provides comprehensive training programs designed to equip LA Department of Children and Family Services (LADCFS) staff at all levels with the skills and knowledge necessary for child welfare servi

EntityID=38&JDName=Financial%20Services%20Analyst%203%20CX%20(TBD_941206). Experience working with financial reports and possess strong understanding of financial reports (Required). Will assess best practices and procedures for the school as it pertains to financial and business activities.

The Operations Accounts Receivable Lead will own the end-to-end receivables lifecycle for all bulk and wholesale matcha transactions, from national accounts to smaller customers. This role is responsible not only for invoicing and collections, but for actively managing cash risk, enforcing contract terms, aligning customer deposits with production and allocation schedules, and ensuring the company is never over-exposed on inventory or shipments. Open to applicants in all 50 states. This individual will design and operate an AR system that ties deposits, allocations, contracts, and shipment releases together, working closely with Sales, Operations, and Import/Export to ensure goods move on time without carrying unnecessary receivable or inventory liability. Responsibilities End-to-End Accounts Receivable Ownership End-to-End Accounts Receivable Ownership • Manage the full AR lifecycle: contract review → deposit requirements → invoicing → collections → reconciliation., • Oversee receivables across all customer segments, including national accounts, distributors, private-label customers, and smaller wholesale buyers., • Ensure all negotiated pricing, freight terms, surcharges, tariffs, and special conditions are accurately entered, tracked, and collected. Contract Enforcement & Risk Management • Audit all customer activity against executed sales contracts to ensure strict adherence to:, • Payment terms, • Deposit requirements, • Allocation schedules, • Shipment release conditions, • Actively push for larger upfront cash deposits and reduced net terms, in coordination with Sales and Finance, to minimize receivables and inventory exposure., • Identify and escalate contract deviations, late payments, or risk patterns early-before inventory is produced or released. Deposit & Allocation AR System Development • Design and maintain an AR framework that:, • Aligns customer advance deposits with production runs and allocation schedules, • Matches deposits against specific lots, SKUs, or contract volumes, • Reduces cash-inventory liability by ensuring inventory is backed by customer funds whenever possible, • Track deposit balances, applications, refunds, and roll-forwards with absolute clarity and auditability. Cross-Functional Coordination (Critical) • Partner closely with:, • Operations & Production – to align customer payments with milling, packing, and release timelines, • Import/Export & Logistics – to ensure payments clear before shipment while avoiding port or vessel delays, • Sales – to structure payment terms that protect cash while remaining commercially viable, • Ensure the rule is enforced: no payment = no release, without causing shipment bottlenecks or customer escalations; for NET term customers ensuring that their account is in good standing before additional goods release and enforcing and correcting any negative credit performance of any NET term customers. Collections Leadership & Execution • Lead and manage the AR/accounting team responsible for:, • Continuous follow-ups, • Structured, timely, and increasingly firm payment nudges, • Clear documentation of customer communications and commitments, • Establish escalation protocols for late or non-responsive customers, including payment holds and shipment freezes. Reporting & Visibility • Provide regular reporting on:, • AR aging by customer and deal, • Deposit coverage vs inventory exposure, • Contract-compliant vs at-risk accounts, • Cash-in vs goods-out timing gaps, • Surface actionable insights to leadership to support credit decisions, allocation planning, and customer prioritization. Qualifications & Experience • 5–10+ years in Accounts Receivable, Credit, or Accounting leadership, preferably in:, • CPG, • Food & beverage, • Import/export or inventory-heavy businesses, • Sales contracts with multiple variables in payment dues (freight, tariffs, goods, price increases, and so on), • Strong experience managing:, • Large wholesale and national accounts, • Contract-driven pricing and payment terms, • Advance deposits and prepayment structures, • Proven ability to enforce payment discipline while working cross-functionally with Sales and Ops., • Experience managing and motivating AR or accounting team members. Skills & Competencies • Exceptional attention to detail with contracts and financial terms, • Strong negotiation and assertive communication skills, • Systems thinker—able to design AR processes, not just execute them, • Comfortable pushing back internally and externally to protect cash, • Highly organized, deadline-driven, and persistent, • ERP/accounting system proficiency (Monday, QuickBooks, Hubspot), • Able to handle the pressure of being responsible ~8-9 figures of AR, annually, • Ability to work within imperfect systems (and to help perfect them), • Loves Matcha (a bonus) Success Metrics (What “Good” Looks Like) • Reduced AR aging and faster cash conversion cycles, • High percentage of inventory backed by customer deposits, • Zero shipment delays caused by payment surprises, • Fewer contract deviations and write-offs, • Clear, predictable cash flow aligned with allocation schedules For interested applicants, please send your resume to: (must cc: ) Email Subject: [Your Name] - Operations AR Lead

About the job Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver’s seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You’ll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities. Check out our Day in the Life Video: Learn why our Southern California market is unique: THE OPPORTUNITY • Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they’ve worked so hard to achieve while growing their assets for the future., • Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships., • Develop rapport with clients and foster long-term relationships., • Be knowledgeable about Northwestern Mutual financial products and financial market trends., • Integrating into the #1 district office in the entire company for new advisor growth and development., • Leveraging the strength of our team to address individual client concerns and needs. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO • Nationally ranked training programs to launch your career, • Mentorship and professional development training throughout your entire career, • Development stipends and expense allowance, • Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins), • Leadership opportunities, • Leading industry products and solutions built on an integrated technology platform, • Full heath benefits, group disability, retirement plans and an equity stake, • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards, • A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results DESIRED SKILLS & EXPERIENCE • College-educated, Bachelor’s degree, • Candidate must be an accomplished communicator with strong and written skills, • Prior sales and/or business development experience preferred, • Self-starter mindset preferred We are actively seeking candidates with different backgrounds and work experiences, including but not limited to: • Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience), • Executive leadership, • Community Influencers and Natural People Connectors, • Financial Management, insurance and financial services, • Former athletes, • Military background **NOTE: We are only accepting applicants that reside in the Los Angeles Metropolitan Area

Temp Payroll Specialist Contract 9 months San Francisco & Los Angeles. 3 days Onsite and 2 days remote Job Description RESPONSIBILITIES: Under general direction of the Sr. Payroll Manager and guided by department objectives and priorities, the Payroll Specialist is responsible for the day-to-day and off-cycle payroll operations for assigned pay cycles. The specialist ensures compliance with established procedures for the accurate and timely preparation, documentation, maintenance and disbursement of payroll checks, payroll taxes, vacation, PTO, and leave of absence records for assigned pay cycles. Perform payroll tasks as assigned, which may include assisting and providing backup for other Payroll team members. Responsible for ensuring client satisfaction is achieved throughout all position responsibilities. ESSENTIAL FUNCTIONS Payroll Administration and Compliance: • Verify reasonability of all information received from other teams and systems (e.g., Workday (HCM) Thompson Reuters 3E, WorkForce, etc.), • Update Ascentis payroll database for any changes which are not part of interfaces., • Ensure all appropriate tax related forms (Payroll and Partnership Questionnaire, W-4, etc.) are received, properly completed, and implemented within the payroll system., • Ensure the payroll system reflects the appropriate wage reporting and tax withholding for all personnel (considering visa, citizenship, assignment, work location, pay method, etc.), • Demonstrate in depth understanding of policies and calculations for all pay groups. Communicate and apply said policies., • Ensure overtime hours, expenses, and various benefits, including non-cash benefits are paid and categorized appropriately with the payroll systems according to federal and state wage and hour regulations and Morrison & Foerster’s policies., • Accurately process all components of regular payroll cycle and off cycle checks, including auditing, reporting and filing., • Calculate payments and maintain Leave of Absence tracking for assigned payroll. Understand, apply, and communicate leaves of absences policies which may involve complex calculations and the application of multiple Firm policies., • Demonstrate working knowledge of data, systems integration and process workflows regarding information coming into or out of the Payroll Department., • Demonstrate working knowledge of federal, state, reciprocal, and local taxation including definitions, percentages, limits and when each is applicable., • Demonstrate working knowledge of taxation methods and the appropriate use of each including for employees whose work/home states are different., • Demonstrate working knowledge and understanding of domestic office policies for staff., • Demonstrate working knowledge and understanding of employee benefit deductions, including section 125, retirement plans, short-term disability, leave of absence policies, workers compensation and relocation., • Demonstrate working knowledge of IRS regulations regarding tax treatment of non-cash benefits., • Demonstrate intermediate analytical skills with the ability to identify issues and propose solutions., • Administer complex payroll taxation arrangements. Communication: • Maintain confidentiality of all information communicated to Payroll., • Effectively respond to employee and firm management questions about earnings and tax withholdings, deductions, and other compensation related questions, which may require in-depth analysis and research., • Effectively respond to questions regarding all aspects of leaves of absence and any phase of the payroll process., • Effectively communicate with co-workers within and outside of Payroll., • Ensure all documentation is thorough, accurate, and appropriate. Client Service, Confidentiality, and Safety: • Consistently promote and model the Firm's Client Service Principles in teamwork, work product, and personal interaction., • Ensure compliance with the Firm's Information Handling Policy, including safeguarding confidential and personal information, and reporting any suspected breach appropriately and immediately., • Adhere to the Firm's General Safety Practices and any unique safety practices for department and building. OTHER DUTIES: Other duties as assigned. Education and Experience: • Degree in Accounting, Finance, Business or related field and four years multi-state, global payroll experience. Equivalent work experience may be substituted for degree., • Intermediate knowledge of payroll and related US federal, state, and local regulations, including wage and hour., • Intermediate knowledge of multi-state and remote work tax reporting and withholding requirements. Familiarity with expatriate payroll processing preferred., • APA Fundamental Payroll Certification (FPC) or Certified Payroll Professional (CPP) or other relevant professional certification preferred., • Knowledge of integrated, cross-functional business systems. Experience with Ascentis Payroll, WorkForce Software, and Workday HCM preferred., • Knowledge of GDPR, California, and other relevant data privacy requirements. Teamwork and Applied Skills: • Team oriented and strong interpersonal skills, • Excellent verbal and written communication skills, including the ability to effectively interact with all levels of staff and management., • Demonstrated analytical skills. Ability to prepare accurate, highly detailed work product., • Excellent computer skills, including knowledge of spreadsheet and database applications., • Ability to keep confidential any information, observations or viewpoints regarding firm or personnel matters and perform under high ethical standards., • Ability to take an assignment from inception to completion with general guidance., • Demonstrated ability to be a dependable business partner with a strong motivation to respond to requests quickly., • Ability to multi-task and set priorities to meet business objectives and deadlines required by Payroll, Finance, and other Firm stakeholders., • Ability to perceive, investigate, and analyze problems, and propose possible solutions. Qualifications / Must-Haves: • 3–5 years of payroll experience (5 years preferred), • Experience within a large professional services firm or law firm, • Ability to work effectively in a fast-paced environment, • Strong knowledge of payroll and multi-state taxation (CA and DC metro area preferred), • Familiarity with systems such as ADP, Dayforce, or similar payroll platforms (training provided), • Must be ok with manual process, we are currently transitioning from Acentis to Dayforce, • Experience with manual payroll processes, • Strong research and problem-solving skills, • Dependable, committed, and able to work collaboratively within a team.

This role is responsible for managing client billing and collecting payments for the firm. The specialist prepares accurate invoices, follows up on unpaid bills, and helps resolve any billing questions. They work closely with attorneys, legal staff, and clients to ensure billing is timely and correct. This position also includes general accounting tasks and requires strong attention to detail, organization, and customer service skills. This is a hybrid role. Qualifications • Strong skills in Microsoft Office, especially Excel; experience with law firm billing software preferred (Aderant Expert Billing and Billblast a plus), • Professional, trustworthy, and able to handle confidential information, • Detail-oriented with a focus on accuracy, • Good communication and interpersonal skills, • Able to manage multiple tasks and prioritize work effectively, • Self-motivated and able to work independently, • Associate degree or coursework in Accounting, Finance, or a related field, • At least 3 years of billing and collections experience in a law firm, • Experience with electronic billing platforms (e.g., Legal Tracker, Tymetrix, CounselLink, Collaborati, Billing Point)

🚀 NOW HIRING: E-Billing Coordinator – LA, Sacramento, or Portland 💡 This role requires real portal experience—if you’ve only emailed invoices or relied on accounting software, this isn’t the job for you. Apply today if you’ve managed full-cycle e-billing hands-on. Our client, a reputable full-service business law firm, is seeking a detail-oriented E-Billing Coordinator to manage the full cycle of legal e-billing. This isn’t just sending invoices from accounting software—candidates must be experienced working directly in client portals, managing submissions, disputes, and deadlines. What You’ll Do: • Upload invoices and pre-bills to client e-billing portals (3E, ADARANT, or others), • Maintain client-specific billing rates and codes, • Monitor deadlines, handle short pays, rejections, and appeals, • Resolve billing discrepancies and respond to client inquiries promptly, • Collaborate with attorneys and Finance team to ensure compliance, • Generate billing summaries and reports for management What You Bring: • 2+ years in accounts receivable, collections, or financial operations, • Hands-on experience with multiple e-billing platforms (3E, ADARANT, or similar), • Strong analytical skills, attention to detail, and compliance knowledge, • Familiarity with LEDES/UTBMS codes and client billing guidelines, • Why You’ll Love It:, • Hybrid role – 2 remote days per week, • Professional, collaborative law firm environment, • Work on high-stakes, impactful legal matters 📩 If you’re interested (or know someone great), message me directly for details. Thanks!

AHP, Associated Health Professionals, Inc., JCAHO Certified, has an exciting opportunity for a Staff Accountant for a 48 year old Healthcare Staffing Agency. Located in Culver City, Ca.. In- House Role, Not Remote. Responsibilities: -Perform all day-to-day accounting functions, including accounts payable, accounts receivable, and the general ledger. -Oversee the payroll and invoicing staff who produces a weekly payroll for medical employees and weekly & Monthly invoices to Hospital clients. -Prepare accurate and timely monthly, quarterly and annual financial statements, including balance sheets and income statements. -Supports accounting and works closely with Owner Requirements: -Experience with Accounting in QuickBooks Pro -Knowledge of Microsoft Access and -Familiarity with Avionte, payroll and invoicing a plus. -In-office position in Culver City, CA. Benefits- Salary negotiable, paid benefits Equal Opportunity Employer: AHP is an equal opportunity employer and values diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. About Associated Health Professionals: AHP is an award-winning staffing company with unwavering commitment to excellence connecting highly qualified job seekers with once in a life time opportunities. We offer contract, temporary and permanent placement solutions for Healthcare in administration, finance and accounting, customer support roles, clinical and non-clinical positions. Company website:

A long-term client of SEP is looking for an experienced Billing Coordinator to join the team in Los Angeles, CA. This is a full-time position within a large law firm that offers high visibility and plenty of options for growth. This position will manage the legal e-billing process and ensure the timely and accurate submission of invoices within the firm. This is a full cycle billing role, and you're typically working with the legal team, clients, and third-party billing systems. This would be an excellent opportunity for someone looking to break into a large and prestigious law firm. Alternatively, this would be a great way to break into the billing department at a law firm if you’re currently in AR and wanting to make the switch. Location: Downtown Los Angeles - 4x/wk onsite Qualifications: • Bachelor's degree, • 18+ months experience in an AR/Billing position, • Prior experience at a law firm

Bacio di Latte, a premier Italian gelato brand known for authentic, fresh-made gelato and a luxurious customer experience, currently operates 250+ stores internationally, including 20+ across Southern & Northern California, with plans to grow to 35 by the end of 2026, expanding in multiple states across the U.S.. We pride ourselves not only on our product but on the passionate people who bring our brand to life every day. We are growing! This exciting growth has created an opportunity for an experienced Payroll Manager to join our dynamic team. We are seeking an experienced Payroll Manager to own the end-to-end payroll function for our multi-state QSR operation, and support our transition to UKG HRIS platform. As the Subject Matter Expert, you will ensure our system configuration mirrors the fast-paced reality of our industry - handling high-volume hourly staff, tip credits, and complex multi-unit labor sharing. Key Responsibilities: • Oversee payroll for all locations across various states ensuring adherence to overtime rules, meal period penalties, and local Predictive Scheduling laws, • Serve as the Payroll Subject Matter Expert for data integrity, ensuring all historical records, tax profiles, and employee demographics are mapped accurately from current systems into UKG, • Lead the migration of historical data from legacy systems, ensuring 100% accuracy in employee records, tax profiles, and year-to-date balances, • Collaborate with HR and Finance to map-out unique needs for tipping, meal-break penalties, and multi-state compliance, • Serve as the internal “Power User”, identifying and deploying UKG feature updates to improve the employee experience, • Ensure seamless data flow between UKG and our current system, • Design and execute the testing strategy, running parallels payrolls to ensure 100% accuracy before live date, • Post-launch: own the end-to-end internal payroll department Requirements: • 6+ years of Payroll Management experience, • Proven track record managing payroll for 500+ employees, primarily non-exempt/hourly, • Deep knowledge of tip credit laws, tip pooling/reporting, and deduction regulations, • Expert-level knowledge of multi-state wage and hour laws (specifically CA, NY, AZ, FL, TX), • Bachelor’s degree in Finance/Accounting or CPP designation, • Technology platforms implementation experience is a PLUS What We Offer: • Opportunity to contribute to the incredible growth of an iconic Italian gelato brand, • Competitive compensation package including full health benefits and PTO, • Be part of a growing company undergoing massive expansion, • Great company culture fostering a friendly, collaborative, and dynamic work environment, • Professional development and career growth opportunities Join Us! If you bring deep payroll expertise and a passion for accuracy, compliance, and supporting teams behind the scenes, we invite you to apply. Contribute to the growth of an iconic Italian gelato brand as we expand across the U.S. — one beautifully run payroll at a time.

Remote role- Applicants must live in Southern California (Ideally Los Angeles) Territory for this role will include: Southern California Business Development Manager Company Introduction PatientFi® is a technology-based, point-of-sale financing company in Irvine, CA that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. The company serves various healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, and medical spas. PatientFi's mission is to expand patient access to elective healthcare treatments by removing the cost barrier and providing patients with a convenient payment option. PatientFi is a Series B company backed by leading venture capital and private equity investors and was recently named #54 on Deloitte’s Fast 500 list. Job Description The Business Development Manager is a pivotal role at PatientFi. Through their efforts, Business Development Managers drive revenue by identifying, qualifying, and selling Practices on the value of the PatientFi platform. Business Development Managers must be able to multitask, self-manage, and operate in a fast-paced, ever-changing startup environment. Responsibilities To perform this job successfully, an individual must be able to perform each essential function at a high degree of proficiency. The requirements listed below are representative, but not all-inclusive, of the knowledge, skills, and/or abilities required to perform successfully in this position. Prospect, qualify, and close elective medical practices (Plastic Surgery, Medical Spa, Dermatology, etc.) on the value of PatientFi’s financing & membership offerings Partner with the Practice Success Team to transition newly enrolled practices and drive rapid usage of the PatientFi platform Collaborate with industry partners to obtain and convert Practice prospects Promptly respond to Practice inquiries and partner questions Update and manage Practice interactions via the PatientFi CRM platform Provide “Voice of the Practice” feedback internally so that PatientFi can align products and sales strategies to market needs. Travel to industry conferences and similar opportunities on an as-needed basis Other duties as needed and assigned Desired Skills/Experience • Thorough understanding of the aesthetic industry and associated treatment plans and product offerings, • 3-5 years of sales-related experience, • Ability to navigate elective medical practices (medical spas, plastic surgery practices, dermatology practices, etc.) and connect with decision-makers, • Strong track record of exceeding sales quotas, top-performer, • Independent worker, proven self-starter, • Excellent interpersonal skills, including the ability to overcome objections, • Strong attention to detail, including tracking sales efforts in Customer Relationship Management systems, • High energy and an eagerness to learn, • Comfortable in a dynamic environment with evolving processes, systems, etc Benefits: Base salary range: $85,000- $115,000 Target Variable Comp $90,000/year Quarterly variable compensation program eligibility Medical, dental, and vision premiums covered at 80% for employees and dependents Unlimited PTO 401(k) Parental leave AD&D policy provided at no cost to employees (NOTE: At this time, PatientFi is unable to sponsor or take over sponsorship of an employment Visa.) • PatientFi provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristics protected by federal, state or local law

About the Company Tamar Securities is an SEC & FINRA-registered wealth management firm located in Woodland Hills, CA. About the Role The Compliance Officer supports the firm’s compliance program in partnership with an external Chief Compliance Officer (CCO). This role is responsible for executing day-to-day compliance activities, coordinating regulatory obligations, and serving as the internal point of contact for compliance matters. The position also plays a key role in M&A transactions by leading compliance due diligence and supporting post-acquisition integration efforts. Responsibilities Compliance Program Execution (in partnership with External CCO) • Act as the primary internal liaison to the external CCO, ensuring effective communication and implementation of compliance initiatives., • Support the development, maintenance, and execution of the firm’s compliance policies and procedures., • Assist in administering the Code of Ethics, personal trading monitoring, and employee compliance certifications., • Coordinate and support regulatory filings (e.g., Form ADV updates, amendments, and state notices)., • Prepare materials and documentation for annual reviews conducted by the external CCO. Regulatory Coordination & Exams • Serve as the internal point of contact for regulatory examinations and information requests., • Coordinate document gathering, responses, and follow-ups with the external CCO and regulators., • Track and remediate compliance issues identified through exams or internal reviews. M&A Due Diligence & Integration • Lead compliance due diligence efforts for prospective acquisitions, including:, • Review of policies and procedures, Form ADV, client agreements, and compliance history, • Identification of regulatory risks, conflicts, and potential liabilities, • Partner with legal, finance, and deal teams to support transaction execution., • Coordinate with the external CCO to assess compliance implications of transactions., • Support post-close integration, including:, • Aligning acquired firms with the existing compliance framework, • Updating disclosures, policies, and regulatory filings, • Assisting with onboarding and training of acquired personnel Monitoring & Testing • Execute compliance testing and monitoring activities as directed by the external CCO., • Review marketing materials, communications, and advisory practices for regulatory compliance., • Track and escalate compliance risks, conflicts of interest, and policy exceptions. Training & Internal Support • Deliver compliance training to employees and newly onboarded teams from acquisitions., • Serve as a day-to-day resource for employees on compliance-related questions and issues., • Promote a culture of compliance and accountability across the firm. Recordkeeping & Reporting • Maintain required books and records in accordance with SEC and state regulations., • Prepare internal compliance reports and assist the external CCO with formal reporting. Qualifications • Juris Doctor (JD) required from an accredited law school., • Active bar membership in good standing strongly preferred; candidates currently practicing law (e.g., in-house or at a law firm) are highly desirable., • At least two years of experience in investment adviser compliance, securities law, or related legal/regulatory roles., • Demonstrated experience supporting mergers and acquisitions, including compliance/legal due diligence and post-transaction integration., • Strong working knowledge of the Investment Advisers Act of 1940, SEC regulations, and fiduciary obligations applicable to RIAs., • Strong foundation in investment adviser compliance within SEC-registered environments, with the ability to operationalize regulatory requirements into practical policies and procedures., • Serves as a key internal liaison to external compliance leadership, coordinating filings (incl. Form ADV), annual reviews, and ongoing program execution., • Experience supporting M&A transactions, leading compliance due diligence and assisting with post-close integration across acquired advisory platforms., • Handles regulatory exams and inquiries end-to-end, including document coordination, regulator interaction, and remediation tracking., • Trusted compliance partner with strong interpersonal instincts-advises on day-to-day issues, delivers training, and promotes a firm-wide culture of compliance., • Experience working with or alongside an external/outsourced Chief Compliance Officer (CCO) preferred., • Familiarity with Form ADV, regulatory filings, compliance testing, and SEC/state examination processes., • Prior experience in a law firm, regulatory agency, or in-house legal/compliance role within wealth management or asset management is a plus., • High Social Intelligence skills., • Clean U-4 required., • Series 7, 63, or 65 required. Key Skills & Competencies • Strong execution and project management skills, • Ability to translate regulatory guidance into operational processes, • Experience coordinating across internal teams and external advisors, • Detail-oriented with strong organizational abilities, • Effective communicator with the ability to escalate issues appropriately Reporting Structure Reports to Chief Operating Officer (COO) with a dotted-line/functional reporting relationship to the external Chief Compliance Officer (CCO). Pay range and compensation package Attractive base salary plus bonuses, including a 401K match, discretionary profit sharing, health care coverage, vision, dental, and life insurance.

JOB SUMMARY Under minimal supervision and following established policies and procedures, responsible for loan servicing of portfolio loans (CRE, C&I, MFR and participation loans) in LA, Chicago, New York and others. The position is to provide support to department manager and Portfolio Department. Complies with all regulations within apply within the scope of the position, including Bank Secrecy Act. DUTIES • Serve as an ongoing point of contact for clients, helping them collect required information and complete any necessary documents throughout the loan process, • Collect, organize, and verify financial documents to ensure loan applications are complete., • Perform general office administration duties., • Performs various data analysis involved in the support of client lending activities, • Coordinate with Portfolio Department on loan administrative tasks such as auto debit/ACH set up, pay down transaction, and pay off requests., • Prepare weekly/monthly reports for the internal department and upper management., • Follow up on past due payment/loan maturities/ tax delinquencies with borrowers., • Follow up on any loan exceptions., • Request insurance certificate from borrower or insurance agent., • Prepare verification of deposit / mortgage., • Assist the Portfolio Manager/Loan Portfolio Specialist in requesting financial report and other required documents from borrower per loan agreement., • Perform other duties as assigned. QUALIFICATIONS • EDUCATION: College degree in accounting or business preferred but not mandatory. Bachelor’s degree in accounting, finance, economics, and international development studies is a plus., • EXPERIENCE: Minimum 1 – 2 years in customer service experience. Loan administration preferably in commercial lending and real estate loan. SKILLS AND ABILITIES • PC proficient in Word and Excel, • Excellent verbal and written communication skills, • Organized and detail-oriented with the ability to function in a team environment, • Able to work in a fast pace environment while maintaining a high level of accuracy, • Bilingual (English/Mandarin or Cantonese) is a plus. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: • Medical insurance, • Vision insurance, • Dental insurance, • 401(k), • Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Pointwealth Capital Management – Receptionist This position is for a Receptionist for a boutique wealth management firm located in Encino. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. This role will be 100% in the office. Personal qualities you should have: · Great team attitude · Strong ethical character · Organized and detail-oriented · High level of accuracy · Excel at multi-tasking and prioritization · Great communication skills · Being coachable and having a “no task is too small” mentality Responsibilities: · Calendar management and scheduling meetings with clients and outside vendors · Order lunch, office supplies, snacks, Christmas gifts, and other items when needed · Talk with and provide a high level of hospitality with clients when they are in the office · Send birthday cards to clients · Plan 2-3 large events per year Requirements: • Ability to work in a fast-paced environment with high attention to detail, • Superior communications skills, both oral and written; effective interpersonal skills, • Ability to work well independently and within a team environment Job Type: Full-time Pay: Hourly from $19+/hour Schedule: • Los Angeles, CA 91436: Relocate before starting work (Required), • Work Location: In person

Our client is hiring for a highly personable and skilled Internal Recruiter to join their Talent Acquisition Team! Recruiter Salary: $75,000–$85,000 base + commission + amazing benefits Schedule: Fully onsite, 5 days/week Location: West Los Angeles We’re looking for a driven and relationship-focused Recruiter to join our team onsite in Los Angeles. This role is perfect for someone who loves matching talent with opportunity, thrives in a fast-paced environment, and enjoys building meaningful connections with candidates and hiring managers alike. As a Recruiter, you’ll manage the full hiring lifecycle—from sourcing and screening to offer negotiation and onboarding—while representing our brand with enthusiasm and professionalism. You’ll play a key role in shaping the team, improving hiring processes, and ensuring every candidate has a standout experience. What You’ll Do • Manage full cycle recruiting for a range of roles, ensuring a smooth and thoughtful process from first outreach to final offer., • Partner closely with hiring managers to understand hiring needs, craft job strategies, and keep searches on track., • Source, screen, and interview candidates using creative, proactive methods (we love a good hustle)., • Maintain strong candidate pipelines and build relationships with passive and active talent., • Coordinate interviews, gather feedback, and guide decision-making with clarity and speed., • Present offers, negotiate compensation details, and manage the handoff into onboarding., • Represent the company culture as an internal ambassador and candidate champion., • Track recruiting metrics, maintain clean ATS data, and contribute to broader talent initiatives., • Support employer branding, networking events, and other talent outreach efforts. What You Bring • 2–5+ years of recruiting experience (ideally agency!), • Strong communication skills and a natural ability to build rapport with candidates and stakeholders., • A sharp eye for talent and intuition for matching the right people with the right roles., • Comfort working onsite in a collaborative office environment Monday through Friday., • Ability to juggle multiple searches at once without losing your cool., • Familiarity with ATS systems, LinkedIn Recruiter, and sourcing tools., • A proactive, positive attitude—and the confidence to own your search strategies. Perks & Benefits • Competitive base salary ($70–80K) + commission, • Amazing benefits package (medical, dental, vision, etc.), • Generous PTO and paid holidays, • Growth opportunities within a fast-moving team, • Collaborative, upbeat office culture, • Daily in-person mentorship, support, and community (no lonely remote days!) Please submit your resume for consideration! We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

6-Month Temporary Administrative Assistant-Downtown Los Angeles (On site) Pay: $41/hour Schedule: Monday – Friday (fully in office in Downtown LA) Hours: 8AM to 5PM Global Financial Services Firm in Downtown Los Angeles is hiring a temporary Administrative Assistant to work with their investment team. Responsibilities: Provide administrative support to the team, including managing heavy calendars, travel planning, scheduling appointments, and coordinating meetings. Assist with logistics, prepare attendance reports, coordinate accommodations, transportation, and other responsibilities as needed. Assist in maintaining organized and up-to-date filing systems, both physical and digital. Process and prepare routine correspondence, reports, and documents. Assist with research projects (venues, logistics, and vendors). Qualifications: Proven experience as an administrative assistant within a fast-paced corporate environment. Advanced skills in Microsoft Office Suite Excellent organizational and time management skills. Strong attention to detail and accuracy. Effective communication skills, both written and verbal. Ability to work independently and collaboratively in a team environment. We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring

**6-12 month contract (Monday-Thursday onsite in LA; Friday remote) **Must technical/governance experience within Brand Management **Ideally need Financial Services experience As a Brand Manager onBrand Management team, you will steward and operationalize our global brand system across digital, marketing, and business touchpoints. This role sits on the technical and governance side of brand management—focused on implementation, enablement, and consistency at scale. You will partner closely with marketing, web, design, compliance, and business teams to ensure our brand systems are applied correctly and efficiently, supporting brand-led growth and alignment with firm priorities. . Key Responsibilities • Own and steward brand system, including visual identity, verbal identity, messaging frameworks, and tone of voice—ensuring clear standards and correct application across channels., • Lead brand-related projects end to end, managing timelines, stakeholders, dependencies, and approvals across multiple teams and workstreams., • Apply brand governance across digital and web experiences, partnering with web, UX, and digital delivery teams to ensure brand compliance within design systems, templates, and content frameworks., • Operationalize brand governance, including the development, maintenance, and rollout of brand guidelines, templates, tools, and self-serve resources., • Support brand adoption and enablement, including training, FAQs, documentation, and advisory support for internal teams., • Monitor and track brand health and usage, identifying risks, gaps, or areas of inconsistency and recommending corrective actions., • Partner with marketing, creative, and communications teams to ensure brand consistency across campaigns, content, and experiences globally., • Manage agency and vendor partners to deliver high-quality brand assets, ensuring adherence to standards and efficient workflows. Qualifications • An experienced brand manager with 6+ years of experience, ideally within financial services or another complex, regulated, or enterprise-scale environment., • A strong project manager, able to manage multiple workstreams, prioritize effectively, and drive work forward in a matrixed organization., • Deeply experienced on the technical side of brand, including brand governance, systems, templates, and operational execution—not just campaigns., • Comfortable working closely with web and digital teams, with an understanding of web platforms, design systems, content templates, and scalable digital implementation.

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, Exempt, • Position can be on-site, hybrid, or remote, • Reports to the CEO Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Manage and transition an existing book of business of a minimum $20M in AUM, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, total compensation will vary based on individual performance. Compensation consists of a draw and incentive-based earnings, with no cap on total compensation potential. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Unlimited PTO, • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Job Description We’re looking for a high-energy, people-loving Front Desk Receptionist to be the welcoming face of our company. In our fast-paced entertainment environment, this role sets the tone for every client, artist, and guest who walks through our doors. If you naturally bring warmth, enthusiasm, and a positive presence into every room, we’d love to meet you. Duties and Responsibilities • Greet visitors warmly and professionally, ensuring they feel welcomed and attended to promptly, • Ensuring that facilities are in proper order, including daily office inspection/rounds, • Order, organize, and stock office and kitchen supplies as required, • Manage multi-line phone systems, directing calls efficiently and courteously using proper phone etiquette, • Manage calendars and schedule meetings, • Event preparation and cleanup, • Errands, as requested (this includes travel to the post office, grocery store, or lunch pickup) Skills and Qualifications • Able to create a welcoming, upbeat first impression, • Must be able to work in a team environment and anticipate needs, • Ability to communicate effectively with diverse individuals, and calmly handle situations ranging from routine to emergency, • Ability to maintain confidential information, • Valid CA Driver’s License and Auto Insurance coverage, • Ability to lift heavy materials up to 50 lbs

Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their Los Angeles, CA location. About the Role We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels. The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging. Key Responsibilities • Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning, • Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency, • Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content, • Clearly communicate investment philosophy, strategy, and differentiators, • Maintain and enhance standard content language within RFP systems (e.g., Responsive), • Support process improvement initiatives, workflow automation, and content governance efforts Required • Bachelor’s degree required, • Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred), • Strong writing, editing, and verbal communication skills, • Ability to distill complex investment concepts into concise messaging, • Proven ability to manage competing priorities in a deadline-driven environment, • Proficiency in Microsoft Office Suite, • Experience with RFP software (e.g., Responsive) strongly preferred, • Familiarity with institutional and intermediary distribution channels is a plus Professional Competencies • Highly organized, detail-oriented, and proactive, • Bachelor’s degree in Finance, Business, Economics, or related field preferred, • Strong critical thinking and synthesis skills (qualitative and quantitative information), • Ability to work independently and collaboratively across departments and seniority levels, • Comfortable facilitating discussions and driving content development in support of sales initiatives, • Strong interpersonal and time management skills, • Adaptable to evolving technology platforms and process improvements

Finturf is actively seeking a dynamic and experienced Product Manager to join our team. If you have a proven track record of successfully managing Fintech products for at least 2 years, from concept to launch, and are ready to take on the next challenge, we want to hear from you. As a Product Manager at Finturf, you'll play a pivotal role in driving product initiatives that align with our strategic objectives and meet the needs of our users. Note: KNOWLEDGE OF RUSSIAN LANGUAGE IS REQUIRED. This position is ON-SITE in Glendale, CA. What You'll Do: • Take charge of product initiatives, ensuring they are in line with our strategic goals and effectively address user requirements., • Collaborate closely with various departments to facilitate seamless development, launch, and ongoing improvement of our products., • Develop and communicate a compelling product vision and roadmap, keeping stakeholders informed and aligned., • Engage directly with customers and stakeholders to gather valuable feedback and insights for product enhancement., • Experience in software development, quality assurance, or solutions engineering., • Knowledge of performance marketing, particularly in lead generation or distribution within the fintech or home improvement sectors.

Capstone Partners is seeking an organized and service-oriented Administrative Assistant & Front Desk Coordinator to join our Playa District office. As the first point of contact for clients, visitors, and team members, this role is essential in creating a welcoming, professional, and highly efficient office environment. This position goes beyond traditional front desk responsibilities, playing a key role in office operations, administrative support, and cross-departmental coordination. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced environment while managing multiple priorities with professionalism and discretion. Key Responsibilities • Serve as the first point of contact, greeting clients and visitors with a warm, professional presence, • Answer, screen, and route incoming calls efficiently, • Manage visitor flow, including identifying needs and directing or escorting guests appropriately, • Maintain a clean, organized, and polished reception and common areas, • Coordinate meetings, conference rooms, and Zoom sessions across teams, • Support internal scheduling needs and ensure seamless meeting execution, • Troubleshoot basic meeting and Zoom technology as needed, • Manage incoming and outgoing mail, packages, and deliveries, • Oversee day-to-day front-of-house operations to ensure smooth office functionality, • Support general office management needs and logistics, • Provide administrative support including data entry, document preparation, filing, etc., • Assist with special projects and cross-functional initiatives, • Support various departments as needed Qualifications & Skills • Bachelor’s degree or equivalent professional experience, • 1–3+ years of experience in an administrative, receptionist, or office support role preferred, • Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint), • Advanced Excel skills preferred, • Experience with Salesforce or similar CRM platforms preferred, • Data management experience strongly preferred, • Exceptional organizational and time-management skills with the ability to multitask, • Strong written and verbal communication skills, • High level of professionalism, discretion, and confidentiality, • Friendly, polished, and client-service-oriented demeanor, • Self-starter with a strong willingness to learn and grow, • Ability to pass a background check Physical Requirements • Prolonged periods of sitting at a desk and working on a computer., • Ability to lift up to 30 pounds as needed. Salary & Benefits • Medical, dental, vision, and life insurance, • Company-paid short-term and long-term disability, • 401(k) with 5% company match

About LourdMurray LourdMurray is a boutique financial advisory practice headquartered in Los Angeles managing approximately $8 billion in assets for high-net-worth and ultra-high-net-worth clientele. We operate within a highly disciplined, high-performance culture and deliver boutique client experience rooted in discretion, trust, and long-term relationships. Our results have come from years of experience operating as independent-minded advisors and focusing on our client’s outcomes and experience. The Role We are seeking an accomplished Chief Operating Officer to work alongside the Founder and Managing Partners in driving the practice’s strategic, operational, and cultural direction. This is a senior leadership role with practice-wide influence and responsibility. The ideal candidate has broad RIA experience, deep operational acumen, and a demonstrated ability to build and lead teams that excel in new client acquisition, retention, and service quality. Key Responsibilities Strategic & Organizational Leadership · Partner with executive leadership on long-term strategy, business planning, and operational execution. · Build and refine scalable operating frameworks that support sustainable growth while preserving the practice’s boutique client experience. · Lead practice-wide initiatives to strengthen competitive positioning and operational excellence. Client Acquisition, Retention & Service Excellence · Develop and oversee a comprehensive, high-standards client service model with clear expectations, workflows, and accountability. · Drive continuous improvement in new client acquisition, ensuring a seamless and personalized experience. · Implement programs, metrics, and feedback that enhance client retention and deepen existing relationships. · Establish and monitor KPIs to ensure consistently high performance across the client experience lifecycle. Leadership, Talent Development & Culture · Lead, coach, and develop advisors, wealth managers, and operational teams to ensure consistent execution of the practice’s service and engagement standards. · Cultivate a high-performance culture characterized by accountability, excellence, and proactive client engagement. · Oversee training and development programs that elevate advisor capability and reinforce practice-wide client-centric behaviors. · Design and implement client service systems and retention protocols that meet the expectations of an ultra-high-net-worth clientele. Drive Operational Management · Direct the practice’s day-to-day operations, including workflow optimization, process redesign, technology implementation, and compliance coordination. · Manage vendor relationships and third-party platforms to ensure operational efficiency and scalability. · Identify operational risks and implement solutions that enhance reliability, performance, and client satisfaction. Financial & Business Management · Lead financial planning, forecasting, and business analytics, including oversight of practice-level P&L and cost structures. · Provide partners with insights and key metrics to support strategic decisions. What We’re Looking For · Direct RIA experience is required — you must understand how registered investment advisory practices operate, from compliance to client service to advisor operations. · Demonstrated success leading teams and organizations in client acquisition, retention, and service excellence. · Demonstrated ability to develop advisors and managers, with measurable improvements in performance and client outcomes. · Strong financial acumen, comfortable and experienced with practice-level business planning, cost structures and P&L management. · Outstanding communication skills with executive presence and credibility among senior partners and UHNW clients. · Familiarity with the Los Angeles market preferred. · High integrity, high accountability, and low ego. Compensation Competitive and commensurate with experience. Submit your resume and a summary of your RIA leadership experience to AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. • Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Role Description This is a full-time, on-site role for an Operations Manager located in Woodland Hills, CA. The Operations Manager will oversee daily operations, lead teams to drive efficiency, and implement strategies to support company goals. Responsibilities include improving workflows, monitoring performance, ensuring compliance with operational policies, and collaborating cross-functionally to align operations. What You’ll Do • Oversee and optimize daily operations across key business functions, • Identify inefficiencies and implement scalable process improvements, • Lead, mentor, and develop team members while driving performance accountability, • Monitor key metrics and use data to inform decisions, • Ensure compliance with operational policies and industry standards, • Collaborate cross-functionally to support company objectives Qualifications • 3–7+ years of experience in operations, business management, or similar role, • Strong skills in operations management, process improvement, and team leadership, • Experience in project coordination, strategic planning, and workflow optimization, • Proficient in data analysis, performance measurement, and reporting, • Effective communication, problem-solving, and conflict resolution skills, • Proficiency in tools and technologies relevant to operations management, • Bachelor's degree in Business Administration, Operations Management, or a related field, • Proven ability to lead teams, improve processes, and deliver measurable results in a fast-paced environment, • Ability to manage multiple priorities, • Detail-oriented with a proactive mindset Benefits • 401(k), • 401(k) matching, • Health insurance, • Paid time off, • Dental, • Vision Why Join Hubwallet • Fast-growing company in a booming fintech space, • High-impact role with visibility to leadership, • Opportunity to build and scale operations, • Collaborative, entrepreneurial team environment Salary Range: $90,000 – $110,000 per year

Role Overview This is a full-time on-site role for a Partner Relations & Onboarding Associate, located in Woodland Hills, CA. The Associate will be responsible for onboarding new partners, managing relationships with existing partners, and ensuring a seamless onboarding experience. Qualifications • Excellent communication, relationship-building, and client service skills, • Strong organizational, multitasking, and time-management abilities, • Proficiency in onboarding and training processes, with attention to detail, • Problem-solving skills and the ability to work collaboratively with cross-functional teams, • Experience in payment solutions or related industry is a plus, • Bachelor’s degree or equivalent experience in Business, Marketing, or a related field, • Proficiency in CRM software and other relevant tools is beneficial, • Must be fluent in Spanish, • Occasional travel may be required, • Experience in customer service, onboarding, or partner support roles preferred What You'll Do • Manage partner onboarding from kickoff through completion, • Serve as a primary point of contact for partner and customer inquiries, • Build and maintain strong relationships with partners, • Coordinate cross-functionally with internal teams to support partner needs, • Provide training and guidance to new partners, • Track onboarding progress and ensure timely completion, • Identify and resolve issues to improve partner and customer experience Benefits • 401(k), • 401(k) matching, • Health insurance, • Paid time off, • Dental, • Vision Why Join Hubwallet • Fast-growing company in a booming fintech space, • High-impact role with visibility to leadership, • Opportunity to build and scale operations, • Collaborative, entrepreneurial team environment Hourly Rate: $27 – $29 per hour (Non-Exempt)

POSITION SUMMARY: Primary Function of this role the supervision of branch staff to ensure the branch exceeds customer expectations in terms of speed, efficiency, courtesy and professionalism. This includes the review of all new account opening documentation to ensure compliance with the bank’s policies and procedures as well as government regulations. In addition the role will assist in the improvement of branch operations efficiency while developing, managing, and expanding customer relationships, selling the full range of consumer & commercial products to clients & providing service levels that exceed customer’s expectations. Finally coordinate with Branch Managers to respond to and manage all audit related issues and supervise the branch operation team activities to ensure compliance with the Bank’s policies and procedures and governing laws and regulations. ESSENTIAL FUNCTIONS: Branch Banking Operations (60%) • Manage and supervise the branch’s operations activities ensuring compliance with the bank’s policies and procedures and government regulations., • Ensure branch receives a satisfactory rating on internal audits., • Supervise branch daily activities and staff to ensure operating losses are minimized., • Attend required monthly/quarterly operations meeting with Retail Support Department and inform Branch Manager and branch employees of the up-to-date policies, procedures, and system applications., • Assist Branch Manager in allocating manpower and other resources, and to analyze activities of the branch to develop optimum efficiency and productivity in the operation processes and customer service., • Support Branch Manager to maintain operating, personnel, and other expense within budget., • Provide recommendations for improvement of branch operations., • Ensure that the branch premises are secure and branch assets are protected., • Ensure branch appearance is maintained in accordance with Bank standards., • Ensure all branch staff successfully complete all mandatory training assigned in a timely manner., • Coach the branch staff on operating procedures, customer service, technical and product knowledge Customer Service Management (40%) • Supervise branch staff to ensure the branch exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism., • Ensure that customer problems and complaints are managed professionally and effectively, responded to in a timely manner and maintained at a minimum level. OTHER RESPONSIBILITIES: • Perform related duties, as required, for the training and development purpose., • Perform all assigned duties under Bank’s compliance programs and related laws & regulations., • Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner. Education, Experience and Skills Required: • 5+ years of customer services experience in the branch banking industry or related environment, which including 3+ years of branch operations experience is preferable., • Thorough knowledge of Branch Banking-related information technology., • Thorough knowledge of banking regulations and procedures., • Knowledge of financial reports, branch banking operations, branch efficiency and productivity, audit procedures, and Bank’s laws and regulations in operation areas., • Basic PC skills and Microsoft Word and Excel competency., • Bachelor’s degree in business or related field is required., • Fluent in English and Chinese (mandarin preferred) is a major plus PHYSICAL DEMANDS: • Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less COMMUNICATION DEMANDS: • Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff. WORK ENVIRONMENT: The base pay range for this position is USD $70,000.00/Yr. - USD $85,000.00/Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location. CTBC Bank is an Equal Opportunity, Affirmative Action Employer. Minorities, women, and individuals with disabilities are encouraged to apply. We provide equal opportunity in all employment matters without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, genetic information, veteran status or any other characteristic protected by federal, state, or local law, for all qualified applicants and CTBC Bank employees.

Position: Office Manager Location: 10250 Constellation Blvd., Los Angeles, CA 90067 Contract Length: 12‑month contract with potential extensions Start Date: April 13 Pay Rate: $40-50/hour Qualifications: • 3-5 years of office or executive management experience, • Strong experience with billing and invoicing, • Proven ability to support senior executives with professionalism and discretion, • High level of comfort handling confidential information, • Proficiency with:, • Microsoft Teams, • Microsoft Office Suite (Excel, Outlook, Word), • Email and phone monitoring Qualifications: • Banking or financial services industry experience, • Advanced experience with expense reporting and calendar management Role Overview: Our client is seeking an Executive Office Manager to provide senior‑level administrative and operational support to five senior leaders within U.S. Wealth Management. This role requires strong executive presence, discretion, and the ability to manage office operations, administrative staff, and sensitive information in a fast‑paced environment. Key Responsibilities • Provide senior‑level administrative and operational support to one or more senior executives and their direct reports, • Manage calendars, schedule meetings, book conference rooms, and coordinate resources to ensure seamless meeting execution, • Monitor executive email inboxes and central phone lines; respond to, resolve, or appropriately escalate inquiries, • Lead planning and coordination of department meetings and events, • Process invoices, billing, and vendor payments in accordance with internal guidelines, • Prepare, submit, and track departmental expense reports and budgets, • Identify and recommend process improvements and cost‑saving opportunities, • Build strong relationships with internal and external stakeholders, • Oversee administrative processes, reception best practices, and ensure consistent adoption across the office, • Supervise and support administrative staff, including workload coordination and day‑to‑day oversight, • Track staff vacations, absences, overtime, and availability in alignment with divisional guidelines, • Maintain organized filing systems and ensure documentation is accurate and readily accessible, • Support internal communications, including drafting, editing, and distributing correspondence and presentations, • Coordinate office logistics, including onboarding/offboarding, relocations, space planning, and vendor coordination, • Manage office supplies, inventory, and ordering, • Assist with travel arrangements as needed (flights, hotels, logistics), • Support training coordination and scheduling for staff, • Resolve escalated administrative or operational issues independently using sound judgment

Administrative Assistant (Onsite – Full Time) Our client is seeking a highly motivated Administrative Assistant to support a fast-paced, professional services team. This is an exciting opportunity for an early-career administrative professional who enjoys being a trusted partner, thrives in a collaborative environment, and takes pride in delivering high-touch service and operational support. Who You’ll Work With You’ll work closely with senior professionals and internal stakeholders, serving as a key point of contact and helping drive efficiency, organization, and exceptional client service. This role offers meaningful exposure to business operations and the chance to grow alongside experienced professionals. What You’ll Do • Provide day-to-day administrative support to multiple senior team members, • Manage calendars, schedule meetings, and coordinate logistics with attention to priorities and deadlines, • Prepare presentations, reports, and meeting materials, • Support on-site client meetings with a hospitality-focused mindset, • Serve as a primary contact for administrative requests and client inquiries, • Communicate proactively with team members to stay aligned on priorities and updates, • Coordinate travel arrangements and assist with expense reporting, • Support office operations including supplies, facilities needs, and general upkeep, • Assist with event coordination, including planning, outreach, and logistics, • Maintain databases, track information, and support internal initiatives, • Handle phones, correspondence, and general office administration, • 2–4 years of administrative or executive support experience in a professional or corporate environment, • Strong organizational and time-management skills with the ability to juggle multiple priorities, • Excellent written and verbal communication skills, • High attention to detail and a proactive, service-oriented mindset, • Ability to work independently while also being a strong team player, • Comfort working in a fast-paced, deadline-driven environment, • Onsite, Monday–Friday This is a great opportunity for a junior administrative professional looking to deepen their experience, build strong professional relationships, and grow within a stable, team-oriented environment.

Title: Compliance Associate Location: Los Angeles, CA Compensation Range: Competitive; commensurate with experience Job Overview: A leading investment management firm with over $20B in AUM is seeking a Compliance Associate to support the administration and enhancement of its regulatory compliance program. This role will work closely with the compliance team to support the firm’s SEC-registered investment adviser obligations and ensure adherence to regulatory requirements across the organization. The position offers broad exposure to compliance operations including Code of Ethics administration, marketing review, regulatory filings, and internal testing within a collaborative and fast-paced investment environment. Highlights: • Work closely with compliance leadership and cross-functional teams, • Hands-on experience with Code of Ethics administration and marketing rule compliance, • Opportunity to help enhance compliance technology and processes, • Collaborative environment with strong internal partnerships, • Firm is huge on internal mobility/promotions Key Responsibilities: • Administer the firm’s Code of Ethics, including personal trading approvals, reporting, and restricted list management, • Assist with the review and approval of marketing and branding materials, • Support oversight of third-party compliance vendors and technology platforms, • Assist with annual compliance reviews, mock examinations, and focused testing, • Support preparation of regulatory filings and documentation, • Conduct compliance research and assist with internal projects, • Develop compliance training materials and internal communications, • Maintain organized compliance documentation and records, • Monitor regulatory developments and industry best practices, • Identify potential improvements to compliance processes and tools, • Assist with ESG-related compliance initiatives and special projects Qualifications: • Bachelor’s degree required, • 2–3 years of compliance experience at an SEC-registered investment adviser preferred, • Familiarity with the Investment Advisers Act of 1940 and related rules (including Rule 206(4)-1), • Strong written and verbal communication skills, • Highly detail-oriented with strong organizational and analytical skills, • Ability to manage multiple priorities in a fast-paced environment, • Proficiency in Microsoft Excel, Word, and PowerPoint, • Experience with compliance platforms such as ComplySci, Red Oak, Global Relay, or similar systems is a plus

SUMMARY: The Client Service Associate (CSA) supports the advisory team with account management and client service needs. As a member of an advisory team, each member works together to service clients. This will involve assistance in every aspect from introduction with a prospect, to onboarding a client and servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: • Manage portfolio review process both clients and prospects., • Answering the main service phone line while responding to requests over the phone., • Replying to client and advisor emails., • Reviewing and submitting account opening paperwork in a timely manner., • Responsible for account maintenance (opening new accounts, transfers, managing transactions, address changes, etc.)., • Prepare paperwork, letters, client reports, and other client communication., • Maintain client and practice management data., • Schedule client meetings and follow up in Outlook., • Performs other related duties as assigned by management. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university., • Preferred FINRA licenses Series 7 and 66., • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software. BENEFITS AND CENTURY CITY OFFICE PERKS: • Employee medical: With SEIA and employee contributions., • Employee dental, vision and life insurance: Fully paid by SEIA., • Dependent medical, dental and vision: Employee paid options., • Paid Time Off (PTO)., • Holiday Pay., • 401k with generous match and immediate full vesting., • Employee Assistance Program (EAP) and discounts., • Onsite gym access., • Paid parking by SEIA., • Reserved parking, valet, onsite car wash service and dry cleaning at employee cost., • Snacks and drink options daily, occasional meal catering., • Opportunity to work and grow with a collaborative and entrepreneurial team.

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Partner — Private Advisory · Select Global Markets THE FIRM Ladd & Co. is a private advisory practice serving entrepreneurs, principals, and multi-generational families across transactions, capital strategy, structuring, and the management of sensitive matters across jurisdictions. The firm advises on M&A, capital placement, co-investment, international structuring, and the resolution of complex cross-border matters. Clients include ultra-high-net-worth families, single and multi-family offices, private holding companies, and institutional investors. The firm operates across New York, Palm Beach, George Town, London, Zürich, Dubai, Singapore, Hong Kong, and Sydney. THE OPPORTUNITY We are selectively appointing Partners in key markets to originate and lead client relationships on behalf of the firm. This is a principal-level arrangement for experienced professionals with established networks among business owners, family offices, and private institutions. Partners operate under the Ladd & Co. brand with full platform support — deal infrastructure, execution capability, global coordination, and institutional-quality materials. In return, they bring relationships, commercial judgment, and the ability to identify and develop high-quality advisory engagements. This is not a salaried position. Partners participate directly and meaningfully in the economics of the engagements they originate. The economics of a single successful engagement at this level are significant — this is a principal-level arrangement, not a commission role. COMPENSATION Partners earn a substantial share of advisory fees on mandates they originate. There is no base salary or retainer. The structure is designed for individuals who have the network to generate significant mandates and prefer to be compensated based on what they produce. Specific terms are discussed directly with qualified candidates. PROFILE — Established network among business owners, family offices, institutional investors, or referral professionals (private bankers, trust and estate lawyers, accounting firm partners) — Direct experience in M&A advisory, capital placement, investment banking, private banking, or a related discipline — Credibility and presence to represent the firm at the most senior level — Based in or deeply connected to your city/region, with broader international connectivity valued — Commercially driven, self-directed, and motivated by building something within a serious, independent platform Apply at laddco.com/careers All enquiries are treated in strict confidence.

JOB SUMMARY Performs routine commercial loan servicing functions. Ensures compliance with established Company and Bank lending policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. DUTIES • Perform loan servicing duties not limited to loan payment processing, customer service, delinquency monitoring, and tax and insurance compliance., • Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority, • Provides support to the team where assistance is needed, acts as a backup for various loan servicing functions, • Assist customers and staff with loan or audit-related inquiries., • Perform loan information maintenance., • Perform other duties as assigned. QUALIFICATIONS • EDUCATION: AA degree or equivalent., • EXPERIENCE: Minimum 1-3 years of commercial servicing experience or related banking experience. SKILLS/ABILITIES • Strong interpersonal and customer service skills, • Positive attitude, • PC proficiency in Microsoft Office, • Detail-oriented and follow-through skills., • Bilingual (English/Mandarin or Cantonese) is a plus. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: • Medical insurance, • Vision insurance, • Dental insurance, • 401(k), • Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

A national non-profit is currently seeking to hire an HR Paylocity Administrator. The HR Paylocity & Payroll Administrator partners with the HR team, Finance team, and Development to integrate three systems Paylocity, Financial Edge and Raisers Edge. This individual must have experience working in a non-profit setting and must have multi-state payroll experience. Responsibilities: • Maintain Paylocity and utilize the system to its highest capacity on a daily basis, • Lead the implementation and schedule of module rollout of Paylocity – Data Insights, Learning, Recruiting, Surveys, Workflows and Documents, etc., • Solve issues as they arise and reduce roadblocks team has faced in the first year of implementation., • HR lead for Year-End and Contract Audits, • Builds project plans, and ensures adherence to project schedules, • Maintains a systems orientation and can work effectively with peers to set technology priorities and conduct long-term planning., • Develop and host effective and digestible training to ensure team members across network are trained including new hires and semi-annual refresher courses., • Develop user procedures, guidelines, best practices and documentation., • Coordinate backend configuration for Paylocity to integrate with our other systems (Financial Edge and Raisers Edge) to utilize efficiency. Document process and results., • Provides production support, including researching and resolving HRIS problems, unexpected results or process flaws; performing scheduled activities; recommending solutions or alternate methods to meet requirements., • Manage biweekly payroll processing. Includes documenting payroll updates, updating/confirming deductions, reviewing timecard data, and processing/submitting in Paylocity. Manage garnishment setup & follow-up., • Manage Performance Review process in Paylocity (goals, mid-year and end-of-year reviews, and merit increase letters)., • HR lead/support for Finance audit, 403(b) audit, Workers Comp audit., • Conduct regular audits of the system. Qualifications: • Must have multi-state payroll experience, • Must have non-profit industry experience, • 4-6 years HRIS experience preferred, • Multi-state payroll experience preferred, • Significant Paylocity experience preferred, • Bachelor’s Degree HR or related field and experience, • Intermediate level of proficiency in Excel.

Job Title: Sr. Payroll Analyst Client: Leader in the medical device manufacturing industry Location: Brea, CA 92821 Position Overview: The Sr. Payroll Analyst is responsible for overseeing and executing payroll functions to ensure timely and accurate payment to associates. This role includes leading payroll operations, ensuring compliance with all applicable laws, and driving process improvements. The ideal candidate will have strong leadership skills, deep payroll expertise, and the ability to manage complex payroll issues with accuracy and confidentiality. Key Responsibilities: • Process payroll accurately and on time, including salaries, bonuses, benefits, and deductions, • Ensure compliance with federal, state, and local payroll laws through regular audits, • Develop and enhance payroll policies, procedures, and systems for improved efficiency, • Collaborate with HR and Finance to resolve payroll-related inquiries and issues, • Prepare and distribute payroll reports, including year-end W-2 forms and filings, • Lead and support payroll operations while maintaining data accuracy and confidentiality Qualifications: • Minimum 5+ years of progressive payroll experience, including leadership responsibilities, • Strong experience with ADP, eTime, and Workday, • In-depth knowledge of payroll laws and regulations (federal, state, and local), • Strong analytical and problem-solving skills, • Bachelor’s degree in Accounting, Finance, Business Administration, or equivalent experience, • Proficiency in Microsoft Office Suite, especially Excel, • Excellent communication and interpersonal skills, • CPP certification preferred

SecureSplit is the workflow platform for divorce financial professionals -- attorneys, CDFAs, and mediators. We handle 50-state child support and spousal support calculations, court-ready reports, and compliance infrastructure built specifically for this market. We launched recently, we're generating early revenue, and California is our primary growth market. We're looking for a California-based Account Executive who knows how to open doors and close deals with legal and financial professionals. This is a commission-only, remote role for someone who is motivated by uncapped earning potential and wants to own a territory in a market with no dominant national competitor. The Role You'll be our boots on the ground in California. Your job is to get SecureSplit in front of family law attorneys, CDFAs, and mediators -- and convert them into paying customers. You'll work directly with our Director of Sales, and have the tools, support, and product to back you up. What You'll Do • Prospect and qualify leads across California: family law attorneys, CDFAs, and mediators, • Drive the full sales cycle from first outreach through close, • Book and run product demos with qualified prospects, • Build relationships within the family law and divorce financial planning community, • Represent SecureSplit at local bar association events, CDFA chapter meetings, and professional networking opportunities, • Provide field-level feedback to help shape ongoing strategy What We're Looking For • Experience selling to attorneys, financial professionals, or other professional services audiences, • Familiarity with the family law or divorce financial planning space is a strong plus, • Comfort with a commission-only structure -- you are motivated by what you close, • Existing relationships within the California family law or CDFA community preferred, • Self-starter who can manage their own pipeline and activity without hand-holding, • California-based required Compensation This is a commission-only role with uncapped earning potential. Commission structure and rates will be shared during the interview process. This is an ideal role for someone with an existing network in the California family law space who can hit the ground running. SecureSplit is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply.

Client Summary: Our client builds financial technology for real life. Their technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. They offer a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 25,000 service locations, including 1 in 2 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected. Included on the 2022 Inc. 5000 list, a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights! The Role As we grow our organization, we're seeking a highly motivated and customer-centric Key Account Specialist to join our fast-growing Dental vertical. This role will manage a portfolio (book of business) of 300-400 Key Accounts focusing on Large DSOs, to drive expansion and growth of usage. The ideal candidate will work directly with dental practices at all levels to identify opportunities and engage remotely to drive usage, with a goal of growing into the #1 patient financing solution for dental practices across the US. What You'll Own: • Identify growth opportunities, assess market trends, and align business objectives with partner needs, • Cultivate strong relationships with key stakeholders within dental practices at all levels, such as Drs., decision-makers, influencers, office managers and treatment coordinators. Understand their goals, challenges, and pain points to effectively position products and services, • Track key performance indicators (KPIs) and metrics to measure account health, identify potential risks, and take corrective actions when Serve as a trusted advisor to partners, providing guidance and support throughout their journey. Proactively address any issues or concerns and ensure timely resolution, thereby fostering partner satisfaction and retention, • Collaborate with internal teams to develop and implement account-specific strategies to drive growth, • Connect and engage with partners virtually to build relationships and drive growth What You'll Bring: • Experience in Sales/ Customer Success, preferably in the fintech/ tech/ startup experience, • Track record of coaching teams and building processes from the ground up on technology products, • Conduct business and financial analysis to evaluate performance, determine and prioritize opportunities, and drive successful execution, • Proven track record of achieving quarterly quota, • Excellent verbal and written communication skills, • Mastery of Microsoft tools (PowerPoint, Excel, Word) and project management skills, • Intelligent, go-getter, ambitious and self-motivated who wouldn’t hesitate to roll up their sleeves to achieve overall company success, • Great time management skills with ability to self-manage The Perks: • Join one of LA’s fastest growing startups (2022), A Most Loved Workplace, and #306 on the 2022 Inc 5000 list, #161 on Deloitte Technology Fast 500 list, • Mission driven + empowered + collaborative, • Competitive pay and stock options, • Unlimited PTO, • Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave, • Newly added HSA and Pet Insurance, • 401K Plan with Matching, • Cell Phone Stipend, • Casual Dress, • Open door policy / Open office floor plan, • Team based strategic planning + Team owned deliverables

SENIOR ACCOUNT EXECUTIVE Compensation: $250,000.00 - $1,000,000.00 per year Job description: Endorsed by Laura Trump and Wayne Allyn Root, along with our visibility on News Max, Fox News and many others. Our Sr. Account Executives get their own pod with openers along with NEW leads for their pod EVERYDAY and get access to tens of thousands of leads that contacted us regarding buying physical gold and silver! Come on in and see our buzzing sales floor! We provide our team with the best leads in the industry and a custom CRM that makes your day as efficient as possible. Free coffee, food, soft drinks, for all staff. Top Closer (Tori) made $141k in commissions recently!!! Overview We are seeking a dynamic and results-driven Senior Account Executive to join our team. In this pivotal role, you will be responsible for driving business development and managing key client accounts. Your expertise in Precious Metal IRA sales, negotiation, and technical sales will be essential in fostering strong relationships with clients and achieving sales targets. Responsibilities ● Cultivate and maintain strong relationships with existing clients while identifying opportunities for up-selling and cross-selling. ● Collaborate with marketing teams to align sales strategies with promotional campaigns and market trends. ● Lead negotiations with clients to secure favorable terms while ensuring satisfaction and retention. ● Provide technical expertise during the sales process, addressing client inquiries and demonstrating product capabilities. ● Analyze market trends and competitor activities to inform strategic decision-making. ● Mentor junior team members, fostering a collaborative environment that encourages professional growth. Experience ● A minimum of 3 years of experience in closing Precious Metals IRAs. ● Proven track record of success in negotiation, business development, and achieving sales goals. ● Strong leadership skills with the ability to inspire and guide team members toward shared objectives. ● Excellent communication skills, both verbal and written, with an emphasis on building rapport with clients. ● Demonstrated analytical skills for evaluating sales data and market trends to drive informed decisions. ● If you are a motivated professional eager to make a significant impact in a fast-paced environment, we encourage you to apply today. Join us as we strive for excellence in client service and innovative solutions! Job Type: Full-time Benefits: 401(k), Dental Insurance, Health Insurance