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Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management., • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. Our opportunity: Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at: As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning • Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis., • Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan., • Proactively engage partners to create awareness around our most comprehensive financial planning abilities., • Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner., • Ability to coordinate meetings and presentations with business partners and clients., • Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: • Master’s level or equivalent Financial Planning-related designation, • CFP® designation is required., • Active and valid FINRA Series 7 license required., • Active and valid FINRA Series 63/65 or 66 required, • Bachelor’s degree required., • Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience, • Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients., • Ability to articulate the value and importance of financial planning services., • Knowledge and ability to move clients through complete and complex financial planning cycle., • Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals., • Excellent communication skills and ability to effectively communicate complex topics to clients., • Strong client services skills and ability to anticipate and resolve problems on own initiative., • Embrace an entrepreneurial and self-starter mentality., • Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs., • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines., • Proven work ethic with a high level of integrity to build trust with our clients and internal partners., • Collaborative and relationship-focused work style with demonstrated success in a team-based environment., • Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What’s in it for you: We offer a competitive benefits package that takes care of the whole you – both today and in the future: • Base salary, • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service, • Paid parental leave and family building benefits In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management., • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What’s in it for you: We offer a competitive benefits package that takes care of the whole you – both today and in the future: • Base salary, • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service, • Paid parental leave and family building benefits In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Overview This job posting is anticipated to remain open for 30 days, from 10-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Whether assisting with simple W2 filings, navigating

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community en

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! AVP, SBA Underwriter SUMMARY The SBA Underwriter evaluates loan applications and other financial data and transforms it into a concise, accurate report which can be utilized by the approving authority to make a credit decision on new and renewal SBA loans in accordance with the Bank’s policies and procedures and SBA SOP. Senior SBA Underwriters are expected to be able to handle 70+ deal assignments in a year and possess a higher level of knowledge of financial analysis and SBA/Bank requirements. ESSENTIAL DUTIES AND RESPONSIBILITIES * Ensure loan packages are materially complete. * Review credit and borrower information to determine loan program eligibility. * Contact borrowers to gather and follow up on information needed to assist the underwriting decision. * Interpret and analyze financial information from multiple sources, including reporting services, credit bureaus, credit reports, and other industry data to make informed underwriting decisions. * Review and analyze customer information including leases, rent rolls, business plans etc. to determine impact on credit underwriting. * Review and analyze legal documents, UCC search information, and title reports to determine if additional information is necessary to fully underwrite the loan request. * Review appraisal, environmental and other reports to identify risk areas and recommend mitigating solutions and next steps. * Research, review and analyze industry data, market studies, and competitive information. * Review reporting and administrative covenants, and financial and non-financial covenants to determine impact on the lending request. * Determine financial and repayment analysis with a focus on cash flow, liquidity, leverage, debt service coverage to identify key risks and mitigating factors. * Review and analyze the quality of the financial position for the business and the guarantor(s). * Assess the borrower’s ability to generate income sufficient to repay existing and proposed debt. * Perform financial analysis using business and guarantor financial statements, tax returns, cash flows and projections. * Prepare complex credit memos for review and approval. * Prepare and issue commitment letters. * Demonstrate a satisfactory understanding of and adherence to Bank operational policies and applicable compliance regulations as they relate to the specific job duties assigned. * Demonstrate a satisfactory understanding of your duties and responsibilities as it relates to the Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML), Patriot Act, and Office of Foreign Assets Control Regulations (OFAC). This includes participating in any required training and promptly complying with all reporting requirements. JOB REQUIREMENTS The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelors’ degree or equivalent from a four-year college or university. * 5 years of relevant experience. Experience should consist of financial analysis. * Knowledge of SBA 7(a) and 504 loan programs, appraisal real estate methodology, cash flow and collateral analysis. * Knowledge and understanding of Generally Accepted Accounting Principles (GAAP). * Strong customer service skills with ability to communicate effectively with customers via phone and email * Excellent written and verbal communication skills. * Excellent organizational skills. * Ability to perform detail oriented work with a high degree of accuracy. * Ability to handle multiple priorities and tasks while working in a fast paced department. * Proficiency with personal computers and related software. #LI-Hybrid COMPENSATION: Salary Range: $91,300 - $95,000 plus commissions. Amount is based on relevant experience, skills and competencies. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ___. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click ___. To learn more about the LA County Fair Chance Ordinance, click on this ___ or ___ poster.

Advanced accounting and bookkeeping software experience including Quickbooks and Microsoft Excel. The Bookkeeper works closely with the accounting team to create and analyze financial reports, ensure legal requirements compliance, process accounts payable and receivable, process payroll, and manage

ACCOUNTS RECEIVABLE SPECIALIST.PrideStaff Financial is composed of proven winners, overachievers, cheerleaders, fist-bumpers, and high-fivers.We love working together to bring out the best in every client, associate, and internal relationship! As an example of our spirit, we’ve received ClearlyRat

Applies Underwriting policy, philosophy and procedures to evaluate the acceptability of submitted or existing business. This position will be located under a hybrid work model in our Irvine, CA office, and can be filled at either the Underwriting Specialist or Underwriting Specialist Senior position based on qualifications and experience. What You’ll Do: * Work closely with sales producers to obtain information needed to properly prospect, underwrite and price policies/accounts. * Via established procedures, and information collected underwrite the more complex risks. Refers business outside of authority limit. * Evaluate established underwriting procedures & guidelines for effectiveness and recommends change. * Proactively provide feedback to Underwriting Management regarding trends and issues within their assigned territory, while recommending solutions. * Work closely with other Commercial Lines functions to ensure service and quality objectives are met including rating, general services, audit, safety services, premium accounting, and customer service. * Handle the more difficult bond and reinsurance assignments. * Demonstrate an understanding of the insurance marketplace and emerging industry issues. * May be assigned project work requiring a high level of technical knowledge. May participate in audits or policy construction reviews. * May travel to agency/insured to present issues and opportunities that affect efficient services, profit and growth objective, and the promotion of specific insurance products. * Train other underwriters, give presentations, and conducts training on Underwriting procedures. * Attend sales team meetings to meet and confer with Sales Representatives/Account Managers in pursuing new accounts * Perform other job-related duties requiring the same general knowledge, skills, and degree of responsibility commensurate with assigned level. What it Takes: * Bachelor’s Degree or equivalent work experience * Minimum 5 years of related work experience * Previous insurance underwriting experience * Completion or in the process of taking insurance courses such as IIA and CPCU preferred * Comprehensive knowledge of reinsurance procedures * Effective analytical, human relations, and communication skills * Limited travel What You'll Receive: * At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive. * Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office. * As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. * Meal Subsidy available for associates who report to an office. * 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. * Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program * Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off * Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. * Well-being and Employee Assistance programs * Sentry Foundation gift matching program to encourage charitable giving. * In the state of California, at the Underwriting Specialist level, the salary range for this position is $92,920 - $127,765 annually. * In the state of California, at the Underwriting Specialist Senior level, the salary range for this position is $112,516- $154,709 annually. About Sentry: We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Joe Larsen Senior Talent Acquisition Specialist Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

We are currently seeking a results-driven individual to fill a critical role as an Underwriting Support Associate on our Commercial Lines Service & Operations Team. The Underwriting Support Associates provides support in a variety of underwriting tasks utilizing multiple internal and external systems and reports. This position can be filled in Irvine, CA where the pay range for the role is $24.23 - $33.32 What You’ll Do: * Ensure sufficient information is obtained and forwarded to the underwriter for proper risk evaluation. * Through the use of manuals, established procedures, and information collected, prepare the underwriting file for the underwriter by completing loss summaries, reviewing driver acceptability, following up to obtain missing information and other related tasks. * Process policy change requests within knowledge and authority levels allowing the underwriters to focus on more complex policies and accounts. * Collaborate with other business areas to ensure service and quality objectives are met. * Build and maintains effective working relationships with underwriters, sales agents and brokers. * Maintain privacy and confidentiality requirements as required by legislation. * Perform other job-related duties as assigned from time to time. What it Takes: * Associates degree or equivalent work experience * Minimum of 1 year of related work experience * Insurance courses related to property and casualty insurance, such as IIA and CPCU beneficial. * Effective communication, analytical, and mathematical skills. What You’ll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive. * Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office. * As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. * Meal Subsidy available for associates who report to an office * 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. * Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program * Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off * Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. * Well-being and Employee Assistance programs * Sentry Foundation gift matching program to encourage charitable giving. About Sentry All of us at Sentry—more than 4,000 associates—have various talents, skills, and backgrounds. We work together to deliver on our promises to our policyholders every day. We’re proud to offer a full line of property, casualty, and life insurance products to help protect businesses, cars, homes, lives, and retirement income. Our headquarters is in Stevens Point, Wisconsin, with claims and service offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Get ready to own your future at Sentry. Opportunities await. Thank you for your interest in Sentry! Amelia Sacco Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Job Description Summary The Construction Accounting Clerk plays a crucial role in managing the full-cycle job cost and contract accounting functions for construction and development projects. This includes completing and reviewing all job-related invoices, maintaining detailed project records, and ensuring accurate financial documentation. The role involves direct interaction with customers and vendors via email, internet, and phone, requiring excellent organizational and communication skills. The Construction Accounting Clerk supports both the internal team and external stakeholders to ensure financial accuracy and compliance with company policies and accounting standards. Essential Functions • Review AP invoices, code, and enter, • Maintain project-related records, including contracts and change orders., • Authorize the transfer of expenses into and out of project-related accounts., • Track appropriate Lien Releases for assigned projects., • Create and submit AIA billing to subcontractors., • Work closely with the Project Engineers and Project Managers to ensure financial performance and necessary budget updates., • Assist in investigating, reconciling, and balancing project costs., • Verify the accuracy of invoices and other accounting documents or records., • Reconcile records with internal company employees and management, or external vendors and customers., • Compile data and prepare a variety of reports., • Provide clerical & administrative support and assist with special projects, as directed by the Accounting Supervisor., • General bookkeeping tasks., • Review purchase orders for appropriate documentation and approval prior to posting invoices., • Support daily accounting operations., • Update and maintain customer and vendor databases using Sage & Procore., • Utilize computer tools such as QuickBooks, Word, Excel, Adobe, Sage, Outlook, and Procore, as well as online meeting and collaboration software., • Maintain files and documentation thoroughly and accurately, in accordance with company policy and generally accepted accounting principles (GAAP)., • Participate in the organization and execution of accounting projects as required. Professionally represent the company, and manage and maintain customer relationships through prompt, clear, and consistent communication., • Construction billing experience., • Proficiency in Sage, Procore, QuickBooks, Microsoft Word, Excel, and Outlook., • Strong clerical skills, including effective phone and email communication, document filing, and general computer proficiency., • Professional demeanor with sound judgment, discretion, and maturity in handling confidential information., • Excellent communication skills with the ability to effectively engage with customers, co-workers, and stakeholders., • Office-based role with full-time hours of 8:00 AM to 5:00 PM, Monday through Friday, with potential for overtime as needed., • Ability to occasionally lift and carry up to 25 pounds and move within the office as needed., • Prolonged periods of sitting at a desk and working on a computer., • Ability to maintain focus and attention to detail in a busy office setting with moderate noise levels., • Perform general office functions. Company DescriptionWe are a small, but growing company who's really big on Company Culture, and building lasting relationships with clients & team members alike.We are a small, but growing company who's really big on Company Culture, and building lasting relationships with clients & team members alike.

Job Description Client in Kings county seeking an associate for a 6 week assignment. Individual must have accounts payable experience and background in Microsoft Business Central (Microsoft Dynamics 365). Must be available for 40 hour work week, with 1 weekend day possibly as needed. Company DescriptionAt PrideStaff, we deliver innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! Our Mission: Consistently provide client experiences focused on what they value most.At PrideStaff, we deliver innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! \r\n\r\nOur Mission: Consistently provide client experiences focused on what they value most.

Job Description Responsibilities: Reconcile general accounts (including cash, AR, AP and Inventory) Keep accurate records n accordance with Company Standards Perform required three-way match for accounts payable and inventory Perform all other accounting functions as directed Qualifications Previous general accounting experience in reconciliations and accounts payable Experience in data entry Experience in using Netsuite Accounting Platform Good working knowledge of GAAP Ability to prioritize and multi-task Company DescriptionDynamic Medical Device Distribution Facility - excellent compensation/benefits plan - requires both inventory movement (pallet/forklift required) and some data entry (utilizing Netsuite system)Dynamic Medical Device Distribution Facility - excellent compensation/benefits plan - requires both inventory movement (pallet/forklift required) and some data entry (utilizing Netsuite system)

Job Description Schedule: Monday-Friday 8am-4pm Job Description: Must be familiar with QuickBooks and have basic accounting knowledge. Will work closely with Senior Accountant and import logistics team by handling a variety of accounting support tasks and data entry. Tasks include: • Perform data entry to record business transactions in purchasing, account payables, and account receivables., • Assist with AR collections and reconcile invoice discrepancies as needed., • Verify and ensure accuracy of purchase orders, sales contracts, terms of payment and other charges., • Update data on Excel spreadsheets., • Coordinate with Accounting and Operations teams to finish tasks or other duties assigned in a timely manner., • Knowledge of general accounting principles., • Experience with QuickBooks and Microsoft Office (incl. Excel, Word, Outlook)., • High degree of accuracy and attention to detail., • Highly organized., • Able to problem solve, • Ability to work independently and as a team member., • Health Insurance, • Dental Insurance, • Vision Insurance, • Holiday pay, • Gym Membership to 24 Hour Fitness

Job Description Job Description & Responsibilities: • Independently review and maintain multiple accounting client accounts utilizing cloud-based tools (QuickBooks Online & Desktop, Xero, Bill.com, Hubdoc, etc.), • General bookkeeping, including recording transactions, bank feed, monthly account reconciliations, journal entries, reviewing receipts, etc., • Generate reports from QuickBooks and Excel spreadsheets, • Troubleshoot client bookkeeping issues & QBO & other accounting software Cleanup for cash & accrual accounting, • Communicate with clients to request data, follow up on questions, etc., • Prepare and file supporting documents for the manager’s review and approvals., • Maintains historical records by accurately filing documents physically and electronically, • Prepare W2 & 1099’s at the end of the year for clients, • Prepare various tax returns (individuals, Corporations, partnerships, international, estate planning, etc.), • Understand & Solve problems in all areas of US & International accounting & taxation, • Working successfully in a team environment, • Preparing tax protests and providing support to CPA on IRS audit representations, • Conducting tax and accounting-related research, • Assist with preparing and updating all other business-related licenses, documentation, and fillings, • Contributes to team effort by accomplishing related results as needed, • 2-5 years of working experience in full-cycle bookkeeping using QBO/ Xero / other accounting software, looking to grow accounting & tax career, • 2 -5 years of working experience in using QBO involving troubleshooting data entry errors, • 2-5 years experience in areas of Bookkeeping, Payroll, Sales Tax, and generating Financials for clients in the USA working in different industries, • 2 -5 years of working experience with Strong Computer and technical skills, including Microsoft Office Suite, accounting, and tax software, • 2+ working experience in accurately filing documents physically and electronically, • 2-3 years of CPA Firm / Accounting Firm Experience required, • Working knowledge of Income-tax and accounting standards for business, • 2 -3 years of working experience with tax software Lacerte is required, • Required to take on challenges and learn new skills and software applications, • Bachelor’s degree in accounting, • Licensed CPA / EA or on track, • Ability to work independently and as part of a team, • 2+ years of working experience in Analytical and problem-solving skills, • Excellent written and verbal communications skills, • Interpersonal skills to effectively interact with clients, peers, and other contacts, • High integrity and Sensitive to confidential information individual with strong organizational skills, ability to multi-task on many different projects, • 80 hours of Vacation Time, • 24 hours Sick Time, • Medical Insurance, • Retirement Plans, • Seven Company Paid Holidays AnnuallyCompany DescriptionAt Optimize Accounting Solutions, we want to help our clients and their business be successful and save money. We do this by gaining a clear understanding of their financial situation, and determining how our expertise can best serve their needs. We are a full-service boutique CPA firm in the Bay area, California. We provide Proactive Tax Planning, Advisory, Tax Prep, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals. With more than 15 years experience working with clients, we operate from a high moral and ethical standard, ensuring business owners and professionals are not overpaying on taxes, and therefore are maximizing profits. Our carefully curated tax plans are designed to adapt with the ever-changing rules and regulations, and we work side-by-side with each client to assure the utmost of confidence. Our dedication to staying up-to-date with the latest technology offers clients efficiency and accuracy as we work together to create their financial future. We provide a meaningful career and an environment to our employees that allows a stable work-life balance with the opportunity to grow within the firm. If you enjoy working in a CPA firm environment and are ready to contribute your education and experience in taxation and accounting, then Optimize Accounting Solutions is right for you. In addition, if you enjoy working in a team atmosphere to get projects completed at the highest quality and quantity possible, then the Optimize accounting solutions is the place to grow your career.At Optimize Accounting Solutions, we want to help our clients and their business be successful and save money. We do this by gaining a clear understanding of their financial situation, and determining how our expertise can best serve their needs.\r\n\r\nWe are a full-service boutique CPA firm in the Bay area, California. We provide Proactive Tax Planning, Advisory, Tax Prep, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals.\r\n\r\nWith more than 15 years experience working with clients, we operate from a high moral and ethical standard, ensuring business owners and professionals are not overpaying on taxes, and therefore are maximizing profits. Our carefully curated tax plans are designed to adapt with the ever-changing rules and regulations, and we work side-by-side with each client to assure the utmost of confidence. Our dedication to staying up-to-date with the latest technology offers clients efficiency and accuracy as we work together to create their financial future.\r\n\r\nWe provide a meaningful career and an environment to our employees that allows a stable work-life balance with the opportunity to grow within the firm.\r\n\r\nIf you enjoy working in a CPA firm environment and are ready to contribute your education and experience in taxation and accounting, then Optimize Accounting Solutions is right for you. In addition, if you enjoy working in a team atmosphere to get projects completed at the highest quality and quantity possible, then the Optimize accounting solutions is the place to grow your career.

Job Description Hours: Monday – Friday 8:00 – 5:00 pm Pay Range: $22 -$25 / hr Location: Fairfield, California We are thrilled to announce that we are seeking a highly organized and experienced Accounts Payable / Receivables professional. The ideal candidate will be a detail-oriented self-starter who can efficiently manage and execute both the payables and receivables cycles, including diligent collections efforts. Core Responsibilities Accounts Payable (A/P) Management (Primary Focus) · Execute the full-cycle Accounts Payable process, including accurate receipt, coding, verification, and timely payment of vendor invoices. · Resolve complex invoice and payment discrepancies directly with vendors and internal teams. · Process weekly check runs, ACH, and wire transfers, ensuring proper authorization and documentation. · Reconcile vendor statements and maintain highly accurate vendor files. · Assist in the preparation and filing of annual 1099 forms. Accounts Receivable (A/R) Management & Collections (Primary Focus) · Manage the full-cycle Accounts Receivable process, including the accurate and timely generation of customer invoices. · Process and apply all customer payments (checks, credit cards, ACH) to the correct accounts and general ledger codes. · Diligently monitor A/R aging reports and execute the full collections process on past-due accounts. This includes making professional, frequent calls and emails, documenting all correspondence, and escalating unresolved issues to management. · Prepare and process daily bank deposits and reconcile cash receipts. General Accounting Support · Perform daily and monthly bank and credit card account reconciliations. · Process and record daily financial transactions and journal entries to the General Ledger. · Assist with month-end closing activities, including preparing supporting documentation and schedules. · Maintain an organized and accessible system for all financial records and documentation. · Support the bookkeeper/controller with ad-hoc projects and reporting needs. Required Qualifications and Skills · 3+ years of progressive experience with a significant focus on both Accounts Payable and Accounts Receivable, including direct experience in business-to-business (B2B) collections. · Demonstrable expert-level proficiency in A/P processes and A/R processes (invoicing, cash application). · Excellent professional written and verbal communication skills with a diplomatic yet firm approach for effective collections and vendor relations. Ability to work independently, manage time effectively, and adhere to strict deadlines. Company DescriptionBenefits of working with PrideStaff: • Medical, Rx, and Wellness Benefits, • Dental and Vision Plan Options, • Short-term Disability, • 401(k) Retirement Plan Join Us. PrideStaff Company Overview PrideStaff is dedicated to helping you succeed! Our team of consultants provides valuable employment market insights and resources to support you on your career journey. We have assisted tens of thousands of individuals in finding exceptional career growth opportunities over the years. At PrideStaff, we prioritize building relationships and advocating for you with our network of employer nationwide. Our recruiters are committed to guiding you with career tools and resources. We are an equal opportunity employer.Benefits of working with PrideStaff:\r\n- Medical, Rx, and Wellness Benefits\r\n- Dental and Vision Plan Options\r\n- Short-term Disability\r\n- 401(k) Retirement Plan\r\n\r\nJoin Us. PrideStaff Company Overview\r\nPrideStaff is dedicated to helping you succeed! Our team of consultants provides valuable employment market insights and resources to support you on your career journey. We have assisted tens of thousands of individuals in finding exceptional career growth opportunities over the years. At PrideStaff, we prioritize building relationships and advocating for you with our network of employer nationwide. Our recruiters are committed to guiding you with career tools and resources. We are an equal opportunity employer.

Job Description Accounts Payable Clerk • Review, verify, and process invoices and expense reports., • Match purchase orders with invoices and receipts., • Ensure timely payment of vendor invoices and maintain accurate records., • Reconcile accounts payable transactions and resolve discrepancies., • Communicate with vendors regarding payment inquiries and issues., • Monitor accounts to ensure payments are up to date., • Collaborate with procurement and other departments to ensure smooth operations. Assignment Schedule: 8AM-5PM, M-F Pay Rate: $20-23 per hour Join our Team Today 559.736.0101 Company DescriptionAt PrideStaff, we deliver innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! Our Mission: Consistently provide client experiences focused on what they value most.At PrideStaff, we deliver innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! \r\n\r\nOur Mission: Consistently provide client experiences focused on what they value most.

Job Description DUTIES AND RESPONSIBILITIES A. Accounts Receivable a. Create customer invoices by reviewing supporting documents and pricing, subsequently forwarding them for approval. b. Send out customer invoices after approval. c. Process check-deposits or electronic payments and upload onto digital document filing system. d. Maintain customer A/R files thoroughly and accurately. e. Communicate with customers regarding open invoices or any discrepancies and send out statements. f. Follow up with customers and correspond with the company’s sales team on outstanding invoices. g. Ensure all accounts receivable transactions are accounted for at month end. h. Maintain bookkeeping databases and spreadsheets, updating information as needed. i. Update customer accounts and/or contact information. j. Create reports as requested. k. Review of the month end inventory report provided by Logistics department. l. Coordinate inventory reporting of receipt and delivery activities B. Accounts Payable a. Perform accounts payable processes including verification of vendor invoices, purchase orders and Bill of Ladings prior to payment. b. Forward vendor invoices to the relevant departments for approval. c. Enter all company bills and post them to the pertaining account in bookkeeping software. d. Process payments for vendors (Checks, ACHs, Wires, International Wires, Etc.) e. Process urgent payments as required for freight forwarder bills. f. Collect and process employee expense report payments. g. Oversee AMEX credit card transactions/statements and obtain supporting documents for payment processing. h. Coordinate/Print supporting documents for state registrations and process check payments i. Monitor accounts to ensure payments are up to date by running aging AP reports and reviewing open invoices. j. Maintain AP files thoroughly and accurately. k. Review and balance Tariff account l. Certify vendor accounts by harmonizing monthly statements and affiliated transactions. m. Reconcile processed work by verifying entries and comparing system reports to balances. n. Ensuring outstanding balances are updated with credit memos that are due. o. Verifying vendor accounts by reconciling monthly statements and related transactions p. Reinforce financial data confidentiality and conduct database backups when necessary. q. Verify company expenses including import duty / tariff, shipping freight, storage charges, etc. C. CA Mill Tax a. Run report on accounting software to file for California Mill Tax (quarterly). b. Calculate the amount of tax due to California state. c. Ensure timely submission of quarterly reports and payments. D. Banking a. Monitor and post daily bank transactions. b. Reconciliation of all bank accounts for month end. c. Process DA’s by reviewing, signing bank documents in a timely manner. d. Pick up OBL documents at the bank. e. Create necessary labels to send out OBOL documents without delay. f. Ensure timely processing of DA’s and OBOL distribution to the freight forwarder. E. Cost Accounting a. Assembly of direct, fixed, variable, and operating costs to help analyze production projects. b. Organize costing initiatives to promote internal information to help the organization maximize savings, utilize funds, and anticipate margins. COMPETENCIES 1. Effectively transfer knowledge to others in the workgroup, solicit feedback, and take appropriate actions., 2. Creative, resourceful and innovative at tackling complex problems within tight timeframes., 3. Able to work under pressure and deliver within deadlines., 4. Possesses broad understanding and perspective., 5. Develops and maintains good working relationships with vendors and all relations involving., 6. Works collaboratively with others., 7. Promotes a team spirit of common effort and results., 8. Actively supports team decisions., 9. Allocate your own time efficiently., 10. Prioritizes and handles multiple demands., 11. Eliminates inefficiencies., 12. Uses technology to enhance productivity., 13. Creative problem solver who is extremely well organized., 14. Maintains confidentiality and always applies ethical standards regarding company’s personal finances., 15. Able to work in a fast-paced production environment, while providing and receiving constructive feedback., 16. Ability to follow all policies and procedures regarding the company and remains compliant with all health and safety standards and regulations. MINIMUM QUALIFICATIONS § Bachelor’s degree in accounting or other related area of study (Preferred) § 5+ years of accounting experience § 5+ years of bookkeeping § Professional and courteous phone skills § Excellent verbal and written communication skills § Knowledge and understanding of A/P functions. § Knowledge of Generally Accepted Accounting Principles § Advanced knowledge in QuickBooks § Advanced level experience Excel including pivot tables § Extremely organized and detail oriented § Dependable and reliable § Knowledge of shipping and importing

Job DescriptionSalary: $22 -$25 Job Title: Accounting Clerk Job Type: Full-Time Job Summary: Elite Rooter is seeking a detail-oriented and organized Payroll Clerk to join our dynamic team. The Payroll Clerk will be responsible for ensuring accurate and timely processing of payroll, maintaining payroll records, and providing excellent customer service to employees. Key Responsibilities: • Process payroll for all company employees accurately and on time, • Maintain payroll information by collecting, calculating, and entering data, • Update payroll records by entering changes in exemptions, insurance coverage, savings deductions, and job title and department/division transfers, • Prepare reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages, • Resolve payroll discrepancies by collecting and analyzing information, • Provide payroll information by answering questions and requests, • Maintain employee confidence and protect payroll operations by keeping information confidential, • Assist in payroll audits and provide necessary documentation as required, • Stay informed about changes in payroll laws and regulations Qualifications: • High school diploma or equivalent; Associate's degree in Accounting, Business Administration, or related field preferred, • Proven experience as a Payroll Clerk or in a similar role, • Strong knowledge of payroll procedures and related laws, • Proficiency in Microsoft Office Suite, particularly Excel, • Experience with payroll software (e.g., ADP, Paychex) is highly desirable, • Excellent organizational skills and attention to detail, • Strong analytical and problem-solving skills, • Ability to handle sensitive information with confidentiality, • Excellent communication and interpersonal skills Benefits: • Competitive salary, • Paid holidays, • Opportunities for professional development

Job DescriptionJob Summary We are seeking an on-siteAccounts Payable Clerk to join our team in Santa Ana, CA. In this role, you will manage the companys bills and ensure all invoices are paid in a timely manner. Responsibilities will include receiving and preparing accounts payable invoices, handling expense reports, and assisting with audits. The ideal candidate is detail-oriented, computer savvy, and has a strong understanding of accounting, payments, and budgets. Responsibilities • Maintaining accounts payable records, • Preparing accounts payable invoices, • Making payments promptly, • Maintaining accurate general ledger journal entries, • Collaborating with other departments to handle account issues, • Preparing expense reports, • Providing support for audits, • Reconciling credit card and bank statements, • Assisting with special projects, as necessary*The company reserves the right to add or change duties at any time Qualifications / Skills • Bachelors degree in accounting, finance, or a related field, • Related work experience 2-5 years, • Strong understanding of accounting principles and best practices, • Advanced knowledge of Excel and accounting software, • Experience with Yardi software (preferred, but not required), • Familiarity with Microsoft Word, Outlook, and PowerPoint, • Excellent problem-solving and research skills, • Strong written and verbal communication skills, • Commitment to accuracy and attention to detail, • Apt learner and self starter, • Bilingual English/Spanish (preferred, but not required)

Job DescriptionDescription: • Review all grower charges and confirm that all charges are categorized appropriately, • Follow precisely the procedures set forth by management for settlement of grower accounts, • Track grower returns to provide management with key metrics to the success of Homegrown’s sales and marketing programs, • Provide new insights and ideas for improving our grower relationships within the parameters of grower accounting-How can we better service our growers?, • Process final settlements for account sales structured accounting, • Process final settlements for pooled sales structured accounting, • Assist in accounts payable and other accounting operations, • Prepare and process accounts payable checks, wire transfers and ACH payments Requirements: • Knowledge of general accounting procedures, • Proficient in Word, Excel, Outlook, • FAMOUS software experience is a benefit, • Proficient in data entry and management, • 1-3 years accounts payable and general accounting experience, • Organizing and prioritizing, • Attention to detail and accuracy, • Confidentiality, • Good judgement, • Strong communication skills, both verbal and written, • Information management skills, • Problem solving skills, • High School diploma, • Some college work preferred

Job DescriptionWe're hiring a data-driven accountant for an integral position on our team. You’ll keep our general ledger up-to-date, ensure the accuracy of our financial information, and use QuickBooks for tracking. Candidates should be experienced problem-solvers, well-organized, detail-oriented, and time-efficient.Compensation: 56000 Responsibilities: • Record day-to-day financial transactions and complete the posting process, • Manage payroll duties to ensure employees are paid on time, • Ensure all books reconcile with bank statements and prepare financial statements, • Bookkeeping: Enter data, maintain records and produce financial reports, • Make sure accounts payable/accounts receivable are processed efficientlyQualifications:, • Bachelor's degree in accounting or related field, • Strong knowledge of QuickBooks, Excel, and basic accounting systems, • Must be well-versed in general accepted accounting principles (GAAP), • At least 2 years of work experience at an accounting firm or as a cost accountant, management accountant, bookkeeper, or related position, • Must exhibit exemplary problem-solving, communication, and time management skillsAbout Company At Alt Financial Network, we pride ourselves on providing the type of service you'd extend to a loved one: patience, understanding, and the desire to go above and beyond. Whether it's a Loan Officer or client, Alt Financial Network strives to create an environment that educates and empowers its business partners to grow in their mortgage and real estate-related endeavors.

Job DescriptionSalary: As the Accounting Assistant at our Cherry Packing Facility, you will play a vital role in supporting the accounting department. Your primary responsibilities will include data entry, providing excellent customer service to visitors and callers, and organizing incoming visitors. The ideal candidate will have strong organizational skills, attention to detail, and a friendly demeanor to effectively manage both accounting support tasks and receptionist duties. Key Responsibilities: Data Entry: • Input financial data, invoices, and other accounting records into the company's accounting software with accuracy and efficiency., • Ensure that all data entry tasks are completed in a timely manner and in accordance with established procedures and deadlines. Providing friendly and professional assistance. • Respond to inquiries, provide information, and address customer concerns or direct them to the appropriate department or personnel for assistance. Administrative Support: • Assist with general administrative tasks such as filing, copying, scanning, and mail distribution as needed to support accounting and administrative functions., • Collaborate with other departments to provide administrative support and ensure seamless communication and coordination across the organization., • Previous experience in accounting support, data entry, receptionist, or customer service roles preferred., • Proficiency in basic accounting principles and experience with accounting software (e.g., QuickBooks, SAP, or similar)., • Strong computer skills, including proficiency in Microsoft Office Suite (Word, Excel, Outlook)., • Excellent communication and interpersonal skills, with the ability to interact effectively with diverse individuals., • Strong organizational skills and attention to detail, with the ability to prioritize tasks and manage multiple responsibilities simultaneously., • Professional demeanor and customer-focused attitude, with a commitment to providing exceptional service.

Job DescriptionJob Description: Dealership Accounting Clerk Victory Automotive Group is family owned and operated since 1997 with over 50 locations across the United States. We provide the best opportunities for all employees, customers, communities and each manufacturer we represent. Our continued commitment is to improve our dealerships and services to satisfy our customer’s wants and needs 100 percent of the time and always provide a pleasant, informative and professional experience. Victory Automotive Group is always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application! Victory Automotive Group is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Job Description The Dealership Accounting Clerk ensures the validity and accuracy of accounting functions on a weekly, monthly, and annual basis. He or she works to ensure a timely transfer of all information that affects accounting and payroll. He or she handles financial records, taxes, bank reconciliations, etc. and working in our Dealer Management Systems. This person posts vehicle transfers, reconciles and pays off vehicles, as well as reconciling and paying vendors for vehicle related products. This position assists customers and banks with refunds and cancellations. In addition, this person provides administrative support such as answering phones, typing, filing, data entry and record keeping, and other duties as assigned. The ideal candidate has dealership experience with an emphasis on office functions, as well as Reynolds and Reynolds experience is a plus. He or she must be detail-oriented and good with numbers and skilled in Microsoft Office applications (Word, Excel, and Outlook). This job description summary outlines core aspects of this position, but additional duties may be required on a routine basis. This job description does not constitute the complete responsibilities for this position. Responsibilities Receives, reconciles, and processes vendor invoices Prepares customer invoices and credit batches Reconciliation of daily cash deposits Prepares accounts payable checks and posts all open items in accounts payable on a daily basis Reconciles statement and ledger and ensures payments are consistent with set schedules Maintains petty cash systems Assisting customers and banks with refunds and cancellations Complies with local, state, and federal reporting requirements and tax filings Maintains updated files for accounts receivable and payable Ensures that all accounting transactions comply with financial policies and procedures Provides administrative assistance as needed Attends all staff meetings, trainings, and educational classes as required Performs other duties as assigned Job Requirement: Dealership and Reynolds and Reynolds experience a plus Strong computer and internet skills Able to deal with confidential information appropriately Strong attention to detail and interest in accuracy Experience with business applications and accounting software a plus Communication skills, verbal and written Problem solving and analytical skills Data entry and time management skills Professional and dependable Compensation Competitive Pay Based on Experience Medical Benefits Paid Vacation Holidays Professional Workplace Non-Smoking Workplace Drug Free Workplace Opportunity for Advancement Direct Deposit 401(k) with Company Match The above statements are intended to describe the general nature and level of the work being performed by people assigned to this position. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary. We are an Equal Opportunity Employer and a drug free workplace. It’s time to make the most important move of your career! Apply Now!

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. As Accounting Clerk, under limited supervision, process moderately complex accounting and bookkeeping tasks within assigned functional area as follows: • Reconciles and certifies various reconcilement and correspondent bank accounts., • Clears and resolves outstanding differences or exception items with branches and departments., • Reviews transmittal letters and official items for compliance to authorized signing limits., • Monitors and updates the bank's signing authority list, reviewing list, reviewing requests and integrating approvals., • Provides backup on A/P system for balancing and clearing of paid items., • Performs various filing duties. EOE Westamerica Bank's Privacy Policy may be found at:

Job Description Accounting Specialist (Contract) Location: Riverside, CA Schedule: Fully Onsite Pay: $24 – $26/hour (depending on experience) Contract Length: 3–5 months About the Role: We are seeking an Accounting Specialist to join our team on a contract basis. This role will support daily accounting operations and assist with financial reporting while providing hands-on support to the accounting department. The ideal candidate will have strong attention to detail, organizational skills, and the ability to work independently in a fast-paced environment. Key Responsibilities: * Process accounts payable and accounts receivable transactions with accuracy and timeliness * Assist with month-end close activities, including reconciliations and journal entries * Review and verify invoices, expense reports, and supporting documentation * Reconcile bank and credit card accounts regularly * Maintain organized and accurate financial records (digital and paper) * Support the accounting team with reporting and other projects as needed Qualifications: * 2+ years of accounting experience (AP/AR required) * Strong knowledge of basic accounting principles and practices * Proficiency with Excel and accounting software (QuickBooks, NetSuite, or similar preferred) * Excellent communication and organizational skills * Ability to work onsite in Riverside, CA for the full duration of the contract Pay Details: $24.00 to $26.00 per hour Search managed by: Allison Lau Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionThe Accounting Clerk provides essential support to the Accounting Manager by performing a variety of accounting and financial tasks to maintain accurate and compliant records. This role is responsible for preparing and reconciling financial data, generating reports, and assisting with month-end and year-end closing activities. Key responsibilities include processing journal entries, maintaining fixed asset and prepaid expense schedules, reconciling general ledger accounts, and managing sales tax filings for multiple states. The Accounting Clerk also supports audit preparation, financial reporting, and variance analysis, ensuring accuracy in accordance with GAAP and internal policies. This position requires strong attention to detail, organizational skills, and the ability to work collaboratively within a dynamic accounting team. Apply Today! Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1038 Company DescriptionThis company offers growth and a great group of people to work with.This company offers growth and a great group of people to work with.

Job Description We are looking for a detail-oriented and tech-savvy Accounting Assistant to join our team on a contract basis in San Francisco, California. In this role, you will support our accounting operations by performing tasks such as data entry, accounts payable processing, and corporate credit card management. This is a part-time position, offering flexible hours, with the potential for extension beyond the end of December. This is a part-time (24 hours) onsite position in San Francisco, CA. Responsibilities: • Accurately enter financial data into accounting systems to ensure records are up-to-date., • Process accounts payable transactions, including coding invoices and managing payments using Bill.com., • Handle corporate credit card maintenance and resolve chargeback issues efficiently., • Assist with accounts receivable tasks, including reconciling incoming payments., • Perform regular bank reconciliations to ensure financial accuracy., • Collaborate with team members to support overall accounting operations., • Maintain organized and accurate financial documentation for auditing purposes., • Utilize Sage Intacct and other accounting software to streamline processes., • 1+ years experience in Accounting or would like to learn accounting, • Proficiency in accounts payable and accounts receivable processes., • Familiarity with accounting software such as Sage Intacct, Bill.com, and QuickBooks., • Strong attention to detail and accuracy in data entry and financial recordkeeping., • Excellent communication skills with a positive and detail-focused attitude., • Ability to adapt quickly to new technologies and tools., • Strong organizational skills and the ability to manage multiple tasks effectively.

Job DescriptionWe are looking for an organized and detail-oriented Accounting Clerk to join our team in Irvine, California. In this role, you will handle a variety of financial tasks, including accounts payable and receivable, payroll processing, and tax filings. The ideal candidate will have strong analytical skills and the ability to work collaboratively across departments. Responsibilities: • Manage accounts payable and accounts receivable processes, including verifying invoices, journal entries, and deposits., • Review purchase order requests and accurately enter information into the accounting system., • Process semi-monthly check runs and prepare bi-weekly payroll., • Perform bank reconciliations and assist in closing monthly accounts and preparing financial statements., • Maintain inventory records within the accounting system and ensure data accuracy., • Collaborate with cross-departmental teams and international affiliates on accounting matters., • Gather and review data for state sales tax returns, ensuring compliance and data integrity., • Conduct customer credit checks and vendor credit references as needed., • Assist with filing annual property tax returns, quarterly sales tax returns, and year-end 1099s., • Provide support for insurance renewals, audits, and other administrative accounting tasks.• Proficiency in managing accounts payable and accounts receivable processes., • Experience with QuickBooks and other accounting software., • Strong data entry and invoice processing skills., • Knowledge of payroll preparation and bank reconciliation., • Familiarity with tax filings, including sales tax and property tax returns., • Ability to collaborate effectively with cross-functional teams., • Excellent organizational and time management skills., • Strong attention to detail and ability to maintain accuracy in financial records.

Job DescriptionWe are looking for a detail-oriented Accounts Payable Clerk to join our team on a contract basis in Novato, California. This role involves managing invoice processing, handling company credit cards, and ensuring accurate financial postings in Sage 300. The ideal candidate will have a strong background in accounts payable, general ledger tasks, and tax compliance. Responsibilities: • Code and post accounts payable invoices, including producer invoices with foreign currency conversions and general AP invoices., • Manage recurring payments such as owner health insurance, office rent, and employee expense reports., • Review, reconcile, and post company credit card statements, including statements for multiple cards., • Conduct weekly check runs, generate payment batches, and upload Positive Pay files to the bank., • Perform daily cash transaction reviews, post miscellaneous debits, and process accounts receivable refunds when necessary., • Maintain and reconcile the cash receipts log in coordination with the accounts receivable accountant., • Complete monthly bank reconciliations and prepare various journal entries for accruals, interest expenses, and other items., • Handle tax returns, including California sales/use taxes, beer/wine taxes, and property tax filings., • Ensure compliance with business licenses and other regulatory filings., • Post weekly payments to EU suppliers and assist with general ledger account analysis.• A minimum of 3 years of experience in accounts payable or a related field., • Proficiency in Sage 300 for financial postings and reconciliations., • Strong skills in coding and processing invoices, including handling foreign currency transactions., • Experience managing check runs and reconciling credit card statements., • Familiarity with preparing and filing various tax returns, including sales/use taxes and property taxes., • Ability to perform general ledger tasks such as journal entries and account analysis., • Exceptional attention to detail and organizational skills., • Strong understanding of cash management and reconciliation processes.

Job Description Job: Accounting Clerk Pay: $22 - $27/hr Location: Rocklin, CA Schedule: M-F 7a - 3:3p or 4p Full-Time, Temporary Accounting Clerk Job Description: PrideStaff Financial is working with a local business who is looking for an Accounting Clerk. The Accounting Clerk will support the Accounting team, verify financial reports and Accounting records are entered correctly utilizing Quickbooks and Accounting Software accurately. The ideal Accounting Clerk demonstrates an excellent understanding of QuickBooks, Accounting principles (GAAP) and has excellent computer and Excel skills. The Accounting Clerk position is a full time, 3 month temporary position in Rocklin, CA. Accounting Clerk Duties & Responsibilities: * Support The Accounting Team * Enter Accounting Data into the QuickBooks system * Verify Financial Reports & Accounting Records For Accuracy * Utilize Quickbooks & Excel to Perform Accounting Functions * Reconcile Invoices & Statements * Enter, Verify & Code Vendor & Customer Invoices * Report to The Accounting Manager Accounting Clerk Requirements & Qualifications: * High School Diploma or Equivalent Required * AA or BS in Accounting Preferred But Not Required * 2+ Years of Quickbooks Experience Required * Excellent Analytical & Organizational Skills * Must be Able to Work Independently, Prioritize & Manage Tasks to Meet Deadlines With Minimal Supervision PrideStaff Hiring Requirements: * Must be 18+ Years Old * Must be Willing to Submit to a Pre-Employment Background Check * Must be Willing to Submit to a Drug Screen * Must be Able to Provide Proof of Eligibility to Work in The U.S. Enhance your career with a full-time job, with a great company, competitive wages, and let PrideStaff Financial support you in your future employment endeavors. Your future starts with PrideStaff Financial!

Job Description We are seeking an Accounting Clerk to become an integral part of our team! You will compile data, compute charges, and prepare invoices. Responsibilities: • Calculate costs of goods and services, • Track and record deliveries to customers, • Distribute invoices for sales review, • Keep accurate records in accordance with company standards, • Previous experience in billing, finance, or other related fields, • Experience in data entry, • Knowledge of standard accounting procedures

Job Description Our company is currently seeking an Accounts Payable Accountant to join our team! You will be responsible for preparing and examining invoicing and billing records for our company. Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-oriented

Job Description Responsibilities: • Coordinate the approval process for all loans and lines of credit, • Oversee the flow of cash and financial investments, • Analyze information to assess current and future financial statuses, • Review costs for optimal budget planning, • Evaluate reporting systems and collection procedures, • Payroll Processing, • Previous experience in financial branch management, financial services, or other related fields, • Knowledge of common banking practices, • Strong leadership qualities, • Ability to work under pressureCompany DescriptionHeritage Hotel Group. As sales associate, your responsibility will be to help market and book group bookings throughout out chain of hotels.Heritage Hotel Group. As sales associate, your responsibility will be to help market and book group bookings throughout out chain of hotels.

Job DescriptionFull-time Accounting SpecialistAbout Us Our organization is a leading non-profit dedicated to making a positive impact in our community. We are seeking a skilled and experienced Accounting Specialist to join our finance team and help us maintain financial accuracy, compliance, and transparency in our operations. Job Overview We are looking for a detail-oriented and highly organized Accounting Specialist with expertise in non-profit accounting, grant financial reporting, and government billing. The ideal candidate will play a crucial role in maintaining our financial records, preparing reports, and ensuring compliance with regulatory requirements and accounting standards. Key Responsibilities • Non-profit Accounting:, • Maintain accurate and up-to-date financial records for the organization, • Process accounts payable and accounts receivable transactions, • Reconcile bank and credit card statements, • Assist in the preparation of monthly, quarterly, and annual financial statements, • Ensure compliance with GAAP and non-profit accounting standards, • Participate in annual audit preparation and support external auditors, • Monitor and maintain the chart of accounts, • Assist in budget preparation and tracking, • Grant Financial Reporting:, • Manage financial aspects of grants, including budgeting, tracking, and reporting, • Prepare accurate and timely financial reports for grantors, • Monitor grant expenditures to ensure compliance with grant agreements and budgets, • Collaborate with program staff to gather necessary information for grant reporting, • Maintain detailed records of grant-related financial transactions, • Assist in the preparation of grant proposals by providing financial information, • Ensure proper allocation of expenses to appropriate grants and programs, • Government Billing:, • Prepare and submit accurate invoices to government agencies for services rendered, • Ensure compliance with government billing regulations and requirements, • Monitor accounts receivable related to government contracts, • Follow up on outstanding payments and resolve billing discrepancies, • Maintain detailed records of all government billing transactions, • Collaborate with program staff to gather necessary information for billing, • Stay up-to-date with changes in government billing procedures and regulations, • General Accounting Tasks:, • Assist in month-end and year-end closing procedures, • Perform account analysis and reconciliations, • Maintain fixed asset records and calculate depreciation, • Assist in the preparation of tax returns and other regulatory filings, • Support the development and implementation of accounting policies and procedures, • Contribute to process improvement initiatives within the finance department Qualifications • Bachelor's degree in Accounting, Finance, or related field, • Minimum of 3-5 years of experience in accounting, preferably in a non-profit setting

Job Description Qualifications: • Must be at least 18 years old, • Valid Driver's License, • Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future., • High school diploma or GED preferred., • Helpful attitude and friendly demeanor, • Able to carefully deal with confidential information., • Professional and dependable, • Computer and internet skills, including Microsoft Office suite, • Extremely detail oriented, • Excellent customer service skills, • Positive attitude, • Quick learner, • High school Diploma or equivalent Time Keeping Requirements: • This position is expected to clock in and out for each work shift. There is also an expectation to take a minimum of 30 minutes unpaid meal break before the 5th hour of each shift. If working more than 12 hours in a day, an additional 30-minute unpaid meal break when working more than 12 hours in a day. The second meal break must be taken before the 10th hour in each 12-hour shift. Physical Requirements: Essential Duties and Responsibilities: • Receipt in all AR checks daily, • Prioritize aging receivable follow ups, • Review COD vendors, • Review with service and parts manager weekly on COD vendors for assistance in collecting, • Mail out AR statements by 1st of each month, • Send 90+ day vendors to collections, • Work closely with AP for past due vendors to net payment, • Daily bank deposits and reconciliation, • Post daily parts and miscellaneous invoices, • Two-day month end parts statement reconciliation, • Post daily new and used inventory, • Process dealer trade/wholesale transfers paperwork, • Weekly inventory audit, • Month end inventory count and AR report STATUS: Full-Time, Regular CLASSIFICATION: Hourly; FLSA Non-Exempt WORK HOURS: Varies According to Business Need REPORTS TO: Office Manager PAY RATE: $19/HR-$22/HR Powered by JazzHR IQMRQMTkAQ

Job DescriptionWe are currently seeking an Accounting Clerk for a temporary position located in Tustin. Great opportunity for someone with 1+ years of experience working in a corporate accounting department. Position will be onsite Monday - Friday and pay is $22-23 per hour. Responsibilities for the Accounting Clerk: • Will handle the daily mail, scanning and the weekly processing of cash disbursements, • Assist with the check runs, scanning of invoices and refunds, • Handle deposits, reconciliations and assist with stale dated checks, • Assist with year-end 1099 and provide support to the AP teamRequirements for the Accounting Clerk:, • High School Diploma, • 1+ years of accounts payable experience, • Strong customer service skills, • Intermediate Excel skill, • Strong attention to detail and ability to work well in a fast-paced environment PandoLogic. Keywords: Finance Clerk, Location: Tustin, CA - 92781 , PL: 601173902

Job Description We are seeking a highly skilled and detail-oriented Accounting Specialist to join our growing team. This role is vital to our organization, managing critical Payroll, Accounts Receivable (AR), and Accounts Payable (AP) functions across a dynamic field team. Candidates with experience in union payroll, client billing and construction-related accounting will be strongly preferred. The ideal candidate excels in multi-tasking, thrives on attention to detail, and has a solid understanding of progress billing, job costing, and compliance. If you’re looking for a collaborative environment where you can make an immediate impact, we’d love for you to apply! Key Responsibilities: Payroll (Union Payroll Experience Preferred): • Process payroll accurately and efficiently for a 25-person field workforce, ensuring compliance with union policies and agreements., • Manage payroll reporting, deductions, and tax filings while adhering to all federal, state, and local labor regulations., • Handle client billing processes with expertise in accounting software., • Generate and manage various types of billing, including progress billing, lump sum, and time and materials billing., • Complete 702/703 billing forms with precision, typically processing 5-10 forms per day., • Analyze and process incoming invoices with accuracy and efficiency, typically processing 10-15 invoices per day., • Reconcile vendor statements and resolve billing discrepancies promptly., • Ensure timely and accurate payments, maintaining compliance with company policy and legal regulations.• At least 3 years of experience in accounting roles, including payroll, accounts receivable, and accounts payable. • Proficiency with union payroll systems and processes., • Experience with client billing systems such as Pro Contractor or older versions of American Contractor., • Strong understanding of progress billing, lump sum billing, and time-and-materials billing., • Ability to complete 702/703 billing forms with accuracy and efficiency., • Solid analytical skills for processing and reviewing invoices., • Familiarity with accounting software and tools., • Excellent organizational and communication skills to support diverse accounting functions.