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Job Description Job Title: Senior Accountant Location: near Rosemead, CA Compensation: $45-50 per hour Type of Employment: Contract to Hire Benefits: This position is eligible for medical, dental, vision, and 401(k). Summary: This Senior Accountant position with our large Health Care client reports to the Accounting Manager and is responsible for supporting financial reporting and accounting operations. The role will contribute to the accuracy of the company’s financial statements in accordance with U.S. GAAP. Additionally, this position will assist in evaluating complex transactions, providing guidance to management, and supporting audits and regulatory requirements. The ideal candidate will demonstrate strong accounting knowledge, analytical skills, and the ability to communicate complex information clearly to diverse stakeholders. Key Responsibilities: • Support month-end, quarter-end, and year-end financial close processes, ensuring timely and accurate results., • Prepare and review account reconciliations, journal entries, and financial analysis., • Perform fluctuation analysis for balance sheet and income statement accounts., • Review general ledger activity for accuracy, completeness, and proper classification., • Assist with consolidations, including intercompany reconciliations and eliminations., • Prepare schedules and documentation to support internal and external financial reporting., • Conduct technical accounting research and recommend appropriate accounting treatments., • Partner with auditors during financial statement reviews and annual audits., • Monitor and assist in the implementation of new accounting standards., • Collaborate with leadership to provide accounting insight on complex transactions., • Bachelor’s degree in Accounting or related field required., • 3+ years of progressive accounting experience, preferably including public accounting or healthcare industry exposure., • CPA strongly preferred., • Experience with ERP systems (NetSuite, Oracle, SAP, or similar) is a plus., • Strong knowledge of U.S. GAAP and financial reporting., • Proven experience in general ledger including month-end close and reconciliations., • Excellent written and verbal communication skills., • Proficiency with Microsoft Office, especially Excel., • Strong organizational and problem-solving skills with attention to detail., • Team-oriented with a commitment to collaboration and continuous improvement. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request

Job Description An esteemed organization within the luxury consumer goods sector is conducting a confidential search for an accomplished Senior Accountant. This role offers the opportunity to join a highly respected brand recognized for its commitment to craftsmanship, heritage, and innovation. The ideal candidate will bring deep technical expertise, sound strategic judgment, and the ability to lead within a dynamic, evolving business landscape. The Opportunity This position is a key Senior position within the accounting function, reporting directly to executive management and serving as a trusted partner across business units. The successful candidate will be instrumental in enhancing the company’s accounting infrastructure, ensuring compliance, driving operational efficiency, and contributing to long-term strategic initiatives. Key Responsibilities * Lead and manage all aspects of the accounting function, including financial reporting, general ledger oversight, and internal controls * Ensure full compliance with GAAP and regulatory standards across multiple entities and jurisdictions * Oversee month-end and year-end close processes with accuracy, timeliness, and transparency * Collaborate cross-functionally to support strategic planning, forecasting, and business analysis * Prepare executive-level financial reports and insights to inform decision-making * Serve as a key liaison with external auditors, advisors, and tax professionals * Continuously assess and improve accounting systems, policies, and procedures * Mentor and develop a high-performing accounting team Qualifications * Bachelor’s degree in Accounting, Finance, or related field (CPA or equivalent required) * Minimum 10 years of progressive accounting experience, including leadership in a complex, product-based business (luxury or consumer goods preferred) * Strong command of accounting principles, internal controls, and compliance frameworks * Experience with ERP platforms (e.g., SAP, Oracle, or NetSuite) and advanced Excel modeling * Proven ability to lead teams, influence stakeholders, and operate with discretion and integrity * Excellent communication, analytical, and organizational skills What We Offer * A hybrid work environment that balances flexibility with collaboration * A refined and inclusive culture grounded in excellence, creativity, and mutual respect * Comprehensive benefits: health, dental, vision, 401(k) with match, wellness resources, and generous time off * Ongoing leadership development and executive training programs

Job Description Summary We are seeking a dynamic and detail-oriented Staff Accountant to join our accounting team. The ideal candidate will play a key role in executing accounting processes such as Cash Receipts and Accounts Receivables. The Staff Accountant will collaborate with other team members, assist in the execution of accounting procedures, and contribute to the overall success of our accounting team. Key Responsibilities Daily · Prepare, verify, and process cash receipts for industry specific services and settlements. · Notify Senior Management of daily bank balances. · Track and distribute check deposit and wire log to team members. · Create outgoing wire transfers as needed. · Post intercompany wire transfers as needed. · Enter customer payments into the general ledger/accounting system. Weekly · Complete weekly bank deposits. · Enter and Post cash transactions in D365 Cash Receipts System. · Apply cash receipts to Accounts Receivable accounts. · Update the accounts receivable report for Management Fees. · Collections upkeep by sending invoice reminders and communicating with customers. Monthly · Reconcile Balance Sheet General Ledger Accounts. · Prepare Adjusting Journal entries as needed. · Create and send Management Fee Revenue Invoices. · Report past due items and unresolved issues to management. · Other duties as assigned. Other: · Candidate will be required to train in other areas outside of their core responsibilities to support other team members. · Must perform duties in an efficient, timely and accurate manner. · Ensure monthly proper general ledger coding · Prepare deposits that may require research to obtain proper general ledger coding. · Verify the validity of account discrepancies by obtaining and investigating information. · Maintain accuracy of accounts receivable accounts and General Ledger coding. · Generate monthly, quarterly, or annual reports detailing accounts receivable activity. · Protect organization’s value by keeping confidential information. · Keeps accurate records of payments received from customers · Maintains filing system current (Paper and/or online server) Ideal Candidate: · Bachelor’ degree in accounting or related field. Minimum of 5 years’ accounting experience. · Minimum 2-5 years of related cash receipts and/or accounts receivable experience. · Demonstrates a sense of urgency and ability to meet deadlines. Able to perform in a fast-paced environment. · Self-starter and resourceful. · Strong work ethic · Knowledge of generally accepted accounting and record keeping procedures (GAAP) · Balance Sheet Account Analysis experience required. · Journal entry preparation experience required · Accounting software such Dynamics 365 Busines Central helpful · Proficient in Microsoft Office. · Intermediate to advance level of Excel · Ability to perform a variety of complex accounting and clerical duties with the highest degree of accuracy and organization. · Excellent analytical and problem-solving skills · Ability to work independently and as a team member · Ability to establish and maintain cooperative working relationships with all contacted in the scope of employment · Ability to work with a diverse group of people · Excellent customer service skills · Exceptional oral and written English communication skills

Job DescriptionDescription: SUMMARY: The Accounts Payable Clerk is responsible for prompt and accurate processing and accounting of vendor invoices in accordance with company policies and procedures. The Accounts Payable Clerk also provides day-to-day support to the Accounting/Finance department, including handling incoming department mail, email, office supply inventories, and other clerical duties as assigned. ESSENTIAL FUNCTIONS: To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. The requirements listed below are representative, but not all inclusive, of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. • Sets up invoices in current Accounting System, assisting with payment posting and Rent Rolls., • Audits and verifies applicable supporting documents before processing invoices., • Answers vendor, employee, and contractor payment inquiries., • Verifies proper GL coding for all invoices being processed., • Performs filing and maintains organized files and records according to company process., • Reviews and audits employee expense reports for accuracy., • Receives, opens, sorts, distributes and picks up accounting mail., • Sorts, scans and uploads vendor invoices into Tipalti., • Cultivates vendor relationships to ensure accurate invoices collection and payment., • Orders stock and maintains inventory of office supplies., • Processes outgoing checks for US Mail and pick up., • Maintains an appropriate professional appearance and demeanor in accordance with Company policies., • Keep commitments and keep direct supervisor informed of work progress, timetables, and issues., • Maintain strict compliance with State, Federal and other regulations (e.g., OSHA, WC, HIPAA, ADA, FEHA, DOL, HR policies and practices). REQUIRED: • At least one or more years of related work experience. Equivalent to high school diploma or general education degree (GED). DESIRABLE: • Associates or Bachelor’s Degree in Accounting or Finance., • Knowledge of Word and Excel., • Knowledge of Care Cloud application., • Working knowledge of explanation of benefits (EOBs), electronic fund transfers (EFTs) and electronic remittance advices (ERAs)., • Strong typing and data entry skills by touch; 10-key skills by touch., • Results Oriented (Energetic self-starter; sets realistic goals; meets commitments; persistent, prioritizes daily to achieve results)., • Ability to work independently and within a team environment., • Customer Service Advocate (flexible and adaptive; empathetic; passionate; ethical)., • Detailed; organized and structured; comprehensive knowledge of all operational processes; computer proficient., • Ability to respond to common inquiries from customers, staff, vendors, or other members of the community., • Ability to draw valid conclusions, apply sound judgment in making decisions, and to make decisions under pressure; ability to interpret and apply policies and procedures., • Must address others professionally and respectfully by actions, words and deeds., • Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature., • Ability to multitask effectively and work in a fast paced and sometimes ambiguous environment, without compromising quality of work. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. • This is primarily an office classification. Temperature conditions are controlled with limited direct exposure to hazardous physical substances. The noise level in the work environment is usually low to moderate., • While performing the duties of this job, the employee is regularly required to sit, stand, walk, keyboard, to finger, handle, or feel, reach with hands and arms, see, talk and hear. The employee will frequently lift and/or carry reports, records and other materials that typically weigh less than 20 pounds. The employee is occasionally required to stoop, kneel, bend, or crouch.

Job Description Accounts Receivable/Collections ClerkLocation: El MontePaying: $23-25/hour, based on experienceContract to Hire Position SummaryWe’re looking for an Accounts Receivable and Collections Clerk to assist with variety office tasks. This role is ideal for someone who is detail-focused, dependable, and enjoys working in both financial and administrative responsibilities. Responsibilities * Assist with Accounts Receivable by contacting customers regarding outstanding balances, researching payment issues, posting customer payments, and processing credit card transactions. * Prepare and record daily bank deposits accurately. * Provide office support such as scanning, copying, filing, and managing email correspondence. * Work closely with customers and internal staff to resolve billing questions and maintain positive relationships. * Ensure accuracy and confidentiality when handling financial and client information. Qualifications * At least 2 years of hands-on experience in Accounts Receivable or Collections. * Comfortable with computer systems and accurate in data entry. * Strong organizational abilities with excellent attention to detail. * Professional communication skills and the ability to multitask. * Dependable and able to work well both independently and in a team setting. * Schedule: Monday through Friday, 7:00 AM – 3:30 PM (40 hours per week) Pay Details: $23.00 to $25.00 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 Description Job description About the Duties • Prepare timely tax returns for Individuals, C & S corporations, partnerships, multi-state, high net worth individuals and trusts, • Keep current on trends, tax issues, and changes in tax law, • Perform other duties as assigned, • Degree in accounting is required, • CPA license preferred or in progress, • Proficient with QuickBooks for small to medium sized clients., • Experience working with software such as Lacerte Tax and Checkpoint Research tax software, • Advanced Excel skills, • Excellent communication skills

Job Description John Moran Auctioneers brings together buyers and sellers of decorative and fine art, jewelry, and fine furnishings. We operate from core principles of approachability, transparency, and honesty in words and deeds. We strive to treat every consignment as our own and offer a customizable, boutique approach toward consignment, estate liquidation, and valuation services. We are looking for Customer Care / Accounts Receivable Representative to join our team This position is responsible for working with the Customer Care team to act as the first point of contact for John Moran Auctioneers’ valued customers always providing outstanding customer service. Manage phones, general email box and online bidding platforms responding to client questions / concerns. Review appraisal requests ensuring complete information is delivered to appraisers in a timely manner. Provide pre-sale, sale day and post-sale support. Act as the main point of contact for Accounts Receivable; take payments, report on, and follow up with unpaid invoices. In addition to the above, the individual must have the skills and qualifications to successfully achieve the following goals: Customer Care • Act as the first point of customer contact by answering phones, general email and online platform inquiries, • Greet customers at the front door ensuring initial contact is warm and inviting, • Assist customers during preview and appraisal events, • Open and closing duties Accounts Receivable • Ensure accurate Cashiering and Accounts Receivable reporting, • Receive payments and check out successful bidders during and after the auction ensuring company paperwork and guidelines are followed, • Balance payments and create daybooks for payments received, • Daily / Weekly / Monthly follow up with outstanding invoices, • Follow up on aging open invoices; and create aging invoice reports Auction Support • Manage and approve bidders on all online platforms following established company guidelines; provide reports on bidders who do not meet approval criteria prior to auction day QUALIFICATIONS: • Prior auction house, museum or gallery experience preferred, • 1-year cash handling experience required, • Outstanding organization, communication and problem-solving skills, • Detail oriented and accurate, • Experience working with high call volumes, • Ability to work under pressure and handle multiple deadlines, • Ability to work diplomatically with a variety of personalities, • Ability to work independently and within groups to see a project through to competition, • Ability to assess a situation and understand it needs to be escalated, • PC literate in MS Office applications Excel, Word and Outlook. The ability to adapt to new programs as required, • Experience working with art objects a plus, • Second language a plus

Job Description About Us We are a stable, fast-growing import & distribution company with over 20 years in the industry. Our team is friendly, hardworking, and highly collaborative. We’re looking for a proactive and detail-oriented Accounting Specialist to join us and grow with our company. Responsibilities * • Manage Accounts Receivable (AR) and Accounts Payable (AP) transactions * • Issue invoices and credit memos * • Monitor customer payments and assist with collections * • Prepare daily cash flow reports (by 9:30 AM) * • Perform bank reconciliations * • Review and verify sales & purchase orders before approval * • Support month-end closing (AR, AP, inventory, bank reports) * • Coordinate with the warehouse on RMA paperwork and vendor follow-ups * • Scan and organize reports Qualifications * • 2+ years of accounting or bookkeeping experience * • Proficient in QuickBooks Desktop and Microsoft Excel * • Organized, dependable, detail-oriented * • Good communication and follow-up skills * • Experience in wholesale, import/export, or small business accounting preferred * • Bilingual (English & Chinese) is a plus (not required) Compensation & Benefits * • $55,000–$65,000/year (depending on experience) * • Paid holidays & PTO * • Supportive, long-term work environment * • Friendly, team-oriented culture *

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Competitive salary, • Free food & snacks, • Health insurance, • Opportunity for advancement, • Paid time off Responsibilities: • Prepare and maintain accurate financial statements and reports., • Assist with month-end and year-end closing processes., • Reconcile bank statements and general ledger accounts., • Manage accounts payable and receivable functions., • Ensure compliance with accounting policies and regulations., • Support budgeting and forecasting activities., • Collaborate with external auditors during audits., • Identify areas for process improvement and implement solutions.Requirements:, • Bachelor's degree, • Proficient in accounting software and Microsoft Excel., • Excellent analytical and problem-solving skills., • Detail-oriented with strong organizational abilities., • Effective communication skills, both written and verbal.

Job Description Accounting Clerk (AP/AR) – Contract to Hire Location: City of Industry, CA (Fully Onsite) Pay: $23-28/hour (Based on Experience) We are seeking a detail-oriented Accounting Clerk to join our team in City of Industry, CA. This contract-to-hire role offers an opportunity to contribute to both Accounts Payable (AP) and Accounts Receivable (AR) functions while assisting with month-end close processes. The ideal candidate will have experience handling high-volume transactions, reconciling accounts, and ensuring financial accuracy. Responsibilities: • Process accounts payable, including invoice coding, approvals, and payment runs (checks, ACH, wires)., • Manage accounts receivable functions, including invoicing, payment posting, and collections follow-ups., • Reconcile vendor statements and resolve discrepancies in a timely manner., • Assist with month-end close tasks, including journal entries and account reconciliations., • Maintain accurate financial records and ensure compliance with company policies., • Support internal audits by providing necessary documentation and reports.Qualifications:, • 2+ years of experience in accounting, specifically AP & AR., • Knowledge of accounting principles and month-end close processes., • Proficiency in accounting software and Microsoft Excel., • Strong attention to detail and organizational skills., • Ability to work in a fast-paced, team-oriented environment. Pay Details: $23.00 to $28.00 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 Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR LDvphnjPc8

Job DescriptionWe are looking for a dedicated and detail-oriented Bank Teller to join our team on a contract basis in Hacienda Heights, California. This role is ideal for professionals with strong customer service skills and experience in handling banking transactions. You will play a key part in assisting customers with their financial needs and ensuring efficient operations within a fast-paced environment. Responsibilities: • Handle daily banking transactions, including deposits, withdrawals, and payments with accuracy and professionalism., • Respond to inbound customer calls, providing clear and helpful information regarding account inquiries and banking services., • Assist customers with scheduling appointments and resolving any issues related to their accounts., • Process data entry tasks efficiently to maintain accurate records of transactions and customer interactions., • Utilize Microsoft Excel and Word to generate reports and organize information as needed., • Manage email correspondence to address customer inquiries and provide timely responses., • Support inbound and outbound communication efforts to ensure customers receive the assistance they need., • Execute order entry tasks with attention to detail and adherence to established procedures., • Uphold high levels of customer satisfaction by delivering friendly and effective service in every interaction., • Collaborate with team members to improve operational workflows and enhance service quality.• Minimum of 1 year of experience in a customer service or banking-related role., • Proficiency in handling inbound and outbound calls with a focus on customer satisfaction., • Strong skills in data entry and maintaining accurate records., • Familiarity with Microsoft Excel and Word for reporting and organizational tasks., • Ability to manage email correspondence professionally and efficiently., • Experience in scheduling appointments and coordinating with customers., • Knowledge of banking transactions and processes., • Excellent communication and interpersonal skills to build positive customer relationships.

Application Deadline: 09/05/2025 Address: 19005 Colima Rd. Job Family Group: Retail Banking Sales & Service Bilingual in Mandarin and English is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities., • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions)., • Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast., • Supports customer transactions needs based on customer traffic., • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community., • Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes., • Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines., • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures., • Acts as a key member of a collaborative and versatile branch and market team., • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice., • Organizes work information to ensure accuracy and completeness., • Takes the initiative to find creative approaches that make each customer’s experience feel personal., • Looks for ways to contribute to the ongoing improvement of the overall customer experience., • Contributes to business results and the overall experience delivered., • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts., • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest., • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry., • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations., • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering., • Complies with legal and regulatory requirements for the jurisdiction., • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements., • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees., • Analyzes issues and determines next steps., • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience., • Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction., • Appropriate lending qualifications and designations., • Working knowledge of personal and small business customer needs and solutions., • Working knowledge of retail investments and lending products., • Experience in financial services is an asset., • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications., • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience., • Passionate commitment to helping our customers., • Drive to deliver a personal customer experience., • A focus on results and the ability to thrive in a consultative sales and team-based environment., • Resourceful self-starter with courage and confidence to approach customers., • Readiness to collaborate and work in different capacities as part of a team., • Strong interpersonal skills, including the ability to build rapport and connections with customers., • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges., • Specialized knowledge., • Verbal & written communication skills - Good., • Organization skills - Good., • Collaboration & team skills - Good., • Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate. * Client Relationship Consultant Requirements • 1 or more years of Client Relationship Consultant experience or similar experience required, • NMLS registration or ability to obtain required, • A passion for providing superior client service, • Ability to analyze client needs and make appropriate recommendations based on financial data, • Effective communication and advisory ability Our Process • Complete a simple application and answer a few questions, • Take a quick assessment that gives us a little more insight on your work style, • Have a phone interview with the manager or recruiter, • Have an on-site interview with the manager and another key member or two of the team, • Get an offer if it’s the right fit for you and Banner, • Start working after a background check and kick-off an amazing career Compensation & Benefits • Targeted starting hourly range (based on experience): $19.56 - $___, • Targeted starting hourly range (based on experience): $19.56 - $, • Incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement, • Get more information at: ___, • Get more information at:

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred., • Bilingual Spanish preferred.

Job DescriptionBenefits: • 401(k) matching, • Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Associate - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Maintain a strong work ethic with a total commitment to success each and every day.As an Agent Team Member, you will receive..., • Hourly pay plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Excellent interpersonal skills, • People-oriented, • Self-motivated, • Ability to work in a team environment, • Ability to effectively relate to a customerIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionDescription: Position: Member Service Representative II (Bank Teller) Salary Range: $19.00 to $25.39 Status: Full-time, some Saturdays Location: Glendora, CA Founded in 1958, Foothill is a not-for-profit, member-owned, $720 million-strong cooperative financial institution serving more than 30,000 members. We focus on providing quality member service to our 300+ SEGs, including six hospitals, 14 school districts, two colleges, 17 private schools, businesses, and municipalities in the San Gabriel Valley. Foothill Credit Union is a community advocate and strives to partner with other businesses and organizations dedicated to community involvement. We often participate in events and fundraising efforts benefiting the schools and organizations we serve to give back to our members and community. Benefits: We offer a competitive compensation package that includes benefits such as health, dental, and vision insurance, vacation time off, retirement plans, and professional development opportunities. Health Insurance Coverage (Medical, Dental, and Vision) 401(k) Plan with dollar-for-dollar match (up to 6%) Profit-Sharing Plan Flexible Spending Account Life and AD&D Insurance Paid Time-Off Program Educational Reimbursement Program Paid Holidays Special Recognition Programs Referral Program Summary: We are excited to announce the opportunity for a dedicated and customer-oriented professional to join our team as a Member Services Representative II. In this vital role, you will be the face of our organization, providing exceptional service to our members and ensuring their needs are met with efficiency and care. Your commitment to excellence will not only enhance our members' experiences but also contribute to the overall success of our dynamic team. Essential Duties and Responsibilities: The job duties, responsibilities, and requirements represent the required knowledge, skill, and/or ability but may not be all-inclusive. · Perform tasks independently, analyze research, and resolve problems and members’ issues with minimal supervision · Consistently adhere to sales and service guidelines to provide an exceptional member service experience · Receive and disburses funds, posts deposits, loan payments, transfers, withdrawals, addition, and deletion of authorized account signers · Process loan advances from credit card or line of credit accounts · Issue cashier's checks · Balance cash drawer daily · Operate computer terminals and maintains records of various transactions · Conduct limited activities associated with opening new accounts · Assist members with complex requests · Create a welcoming, friendly, professional environment when interacting with the public · Support and actively promote all marketing campaigns · Consistently achieve cross-sell goals by promoting and selling products and services to fit the member's needs · Scan and balance checks in preparation for check processing · Assist in processing school bags and in balancing the cash vault · Assist in the training of new team members Requirements: Experience/Education Requirements: · High school diploma or equivalent · 1-3 years of credit union/banking experience · Previous teller or equivalent experience serving customers · Knowledge of banking and/or credit union regulations and statutes Desired certifications in the following areas: · None Other Skills and Abilities: · Strong interpersonal skills, a positive attitude, and a willingness to assist others. · Ability to identify members’ opportunities for financial improvement, communicate recommendations, and provide support. · Effective verbal and written communication skills. · Reliable attendance and good judgment. · Basic math skills and organizational ability. · Projects a professional image. · Bilingual (Spanish/English) proficiency preferred. Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

The Finance Manager is responsible for meeting customer needs for finance, leasing, extended service contracts service, and insurance products. The Finance Manager will ensure every deal is handled ethically. Two or more years of Automotive Finance Experience.

Aob consulting group is a Accounting and Business consulting company located in Arcadia California. We specialize in providing consulting services, helping businesses optimize their accounting and operations functions and improve overall efficiency. Role Description This is a contract role for an Office Assistant located on-site in Arcadia, CA. The Administrative Assistant will be responsible for performing a variety of administrative and clerical tasks, managing phone communications for multiple sister companies, supporting executive staff, and ensuring smooth office operations, helping to keep work flow organized, assisting on bookkeeping client tasks, and predominantly data entry. Day-to-day tasks will include scheduling appointments, Preparing payroll, Invoicing clients, managing bill payments, liaison between AOB and property rentals for needed tasks, organizing files including office as a whole, managing correspondences with clients, and providing general office support to enhance the efficiency of the workplace. Qualifications • Skills in Administrative Assistance and Clerical Tasks, • Bookkeeping experience Quickbooks or other, • Proficient Phone Etiquette and Communication skills, • Experience in Executive Administrative Assistance, • Strong organizational and multitasking abilities, • Excellent written and verbal communication skills, • Ability to work independently on-site, • Proficiency in Microsoft Office Suite or similar software Required, • High school diploma or equivalent; further education or certification is a plus Starting Pay $23 - $25 an hour pending experience + yearly bonus and merit raises Contract role Monday - Friday Hours are flexible Serious Long Term Applicants only

One of Insight Global's top employers within the financial services industry is looking for a 6-month contract to permanent hire Service Delivery Representative to sit hybrid in San Dimas, CA. Job duties include supporting the risk compliance group and will examine, assess, and combine data to provide information for their clients. They will provide administrative procedures and oversee all client's payrolls, working alongside banks. Must-Haves: • 2+ years of experience within call center, • Proficient within Excel (VLOOKUPs, Formulas, Macros), • Tech-savvy (type well, Microsoft Office Suite background), • Clear communication (write well / talk well), • HS Diploma Compensation: $20/hr Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Current Emanate Health Employees - Please Log Into Your Workday Account To Apply.Everyone at Emanate Health plays a vital role in the care we deliver.No matter what department you belong to, the work you do at Emanate Health affects lives.When you join Emanate Health, you become part of a team that

Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Works collaboratively within the branch and through various channels with BM

Epic Application Analyst II, Dorothy Home Care Billing & Claims. Epic Application Analyst III, Dorothy Home Care Billing & Claims. Determination for the Epic Application Analyst (I, II or III), Dorothy Home Care Billing & Claims roles will be based on experience and qualifications.

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success.We believe people are our most valuable asset and we proudly foster growth and development empowering y

Bank of America Financial Center Associate.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being

Current Emanate Health Employees - Please Log Into Your Workday Account To Apply.Everyone at Emanate Health plays a vital role in the care we deliver.No matter what department you belong to, the work you do at Emanate Health affects lives.When you join Emanate Health, you become part of a team that

Manager, Accounting (Restaurant A/R). The Manager, Accounting is responsible for managing all A/R accounting functions related to domestic and international franchised, licensed, and non-traditional company-owned restaurant locations. The Manager, Accounting also supports the balance sheet reconcil

PIH Health internal applicants or Altera employees (working at PIH Health as of May 2025), Epic certification in the required application/module must be obtained within 120 days of hire or transfer into the position. Certification, experience, or proficiency in one or more of the following Epic modu

As a key member of the Corporate FP&A team, the Senior Financial Analyst (Sales/Marketing) is responsible for providing analytical support to Operations and Marketing leadership, contributing insights to the company's sales performance and marketing programs. Build, manage and reports daily sales, t

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. Youll also present tailored solutions that meet the clients specific financial needs or refer clients to other lines of business as appropriate. * Client Relationship Consultant Requirements • 1 or more years ofClient Relationship Consultant experience or similar experience required, • NMLS registration or ability to obtain required, • A passion for providing superior client service, • Ability to analyze client needs and make appropriate recommendations based on financial data, • Effective communication and advisory ability Our Process • Complete a simple application and answer a few questions, • Take a quick assessment that gives us a little more insight on your work style, • Have a phone interview with the manager or recruiter, • Have an on-site interview with the manager and another key member or two of the team, • Get an offer if its the right fit for you and Banner, • Start working after a background check and kick-off an amazing career Compensation & Benefits • Targeted starting hourly range (based on experience): $19.56 - $___, • Targeted starting hourly range (based on experience): $19.56 - $, • Incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement, • Get more information at: ___, • Get more information at:

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. Youll also present tailored solutions that meet the clients specific financial needs or refer clients to other lines of business as appropriate. * Client Relationship Consultant Requirements • 1 or more years ofClient Relationship Consultant experience or similar experience required, • NMLS registration or ability to obtain required, • A passion for providing superior client service, • Ability to analyze client needs and make appropriate recommendations based on financial data, • Effective communication and advisory ability Our Process • Complete a simple application and answer a few questions, • Take a quick assessment that gives us a little more insight on your work style, • Have a phone interview with the manager or recruiter, • Have an on-site interview with the manager and another key member or two of the team, • Get an offer if its the right fit for you and Banner, • Start working after a background check and kick-off an amazing career Compensation & Benefits • Targeted starting hourly range (based on experience): $19.56 - $___, • Targeted starting hourly range (based on experience): $19.56 - $, • Incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement, • Get more information at: ___, • Get more information at:

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Free food & snacks, • Opportunity for advancement State Farm Insurance Agent located in South El Monte, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for ben tran - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day.As an Agent Team Member, you will receive..., • Hourly pay plus commission/bonus, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Excellent communication skills - written, verbal and listening, • Self-motivated, • Detail oriented, • Proactive in problem solving, • Dedicated to customer service, • Ability to work in a team environment, • Ability to effectively relate to a customer, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain)If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU? · Do you enjoy helping people? · Are you goal oriented and independent? · Are you competitive and leadership driven? · Would your peers say you are coachable? · Can you build trusting relationships with clients? · Are you tired of Corporate America? If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you. As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Through the Cetera and Strategic Fortune Wealth Management relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and one half year paid training program aims to provide you with the skills and support and necessary to build a thriving book of business, which you will personally own. As a Financial Advisor at Strategic Fortune Wealth Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can: · Help people and businesses become financially secure. Make an impact by inspiring others to take action. · Earn unlimited income. There are no caps on how much you can make at Strategic Fortune Wealth Management. · Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule. · Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry. · Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss. Strategic Fortune Wealth Management advisers have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®). Who we are seeking: · Someone with excellent interpersonal skills and sales abilities · Someone who believes in financial products and services · Someone who demonstrates determination and commitment · An entrepreneur who takes pride in his or her work Preferred: (but not required) · Prior sales success · Leadership experience · Solid understanding of the financial planning process and needs analysis · FINRA Series 7 & 66 registrations · State Insurance License – Life and Health · We cater to each individual and will customize a package based on experience. FOR EXPERIENCED ADVISORS: · Competitive payouts · Dedicated transition support · Vast array of products & investment advisory platforms · Succession planning FOR INEXPERIENCED ADVISORS: · Training which includes: · Subsidized training period · Mentor relationships · Product specialist support Strategic Fortune Wealth Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our leadership team at 626-514-9944, to learn more. Becoming a Financial Advisor at Strategic Fortune Wealth Management is not just another job; it’s a rewarding, lifelong career. COMPANY DESCRIPTION: Under the leadership of Shaquawn D. Schasa, Strategic Fortune Wealth Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in West Covina, CA and services all of the Southern CA area. We’re everything you want your financial services company to be. As an independent firm, we provide you with sound, comprehensive financial solutions for your unique situation. Our firm has over a combined 30+ years servicing our client, so you can rest assured knowing that you are receiving quality financial advice and services from our group of experts. · Our mission is to build relationships that last a lifetime · Our vision is to be recognized and respected as a premier financial planning firm by providing professional advice, quality products and excellent service · Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated. 1000 Lakes Drive, Ste 340, West Covina, CA 91790. 3480878 DOFU 03/2021

Job DescriptionWe are looking for a meticulous and dedicated Jr. Accountant to join our team in S. El Monte, California. In this role, you will focus on managing accounts payable processes, assisting with bank reconciliations, and supporting accounts receivable tasks as needed. The ideal candidate will bring expertise in construction accounting and demonstrate a proactive approach to problem-solving. Responsibilities: • Process and review invoices, purchase orders, and payment requests with accuracy and efficiency, managing a high volume of transactions weekly., • Reconcile vendor statements, resolve discrepancies, and ensure proper allocation of costs to specific jobs., • Assist with preparing and issuing payments, including checks and other forms of disbursement., • Perform monthly bank reconciliations by verifying transactions and addressing discrepancies promptly., • Support accounts receivable functions by creating invoices, tracking payments, and following up on outstanding balances when required., • Maintain compliance with construction-specific requirements, such as lien waivers, retention payments, and subcontractor agreements., • Ensure accurate record-keeping for all financial transactions and client accounts., • Collaborate with team members to improve accounting processes and maintain efficiency in a fast-paced environment.• At least 2 years of experience in accounts payable, with familiarity in bank reconciliations and accounts receivable processes., • Proficiency in accounting software such as QuickBooks, Sage, or Viewpoint Vista, particularly in a construction industry setting., • Strong organizational skills and attention to detail to ensure accuracy in financial data., • Ability to manage multiple priorities effectively, meeting deadlines in a dynamic work environment., • Fluency in Spanish is a plus, enabling effective communication with diverse team members and clients., • Associate degree in accounting, finance, or a related field preferred, though equivalent work experience is acceptable., • Knowledge of construction accounting practices, including job costing and compliance requirements, is essential.

Job Description Join Our Team, Shape Your Future At New Omni Bank, we believe in the power of talent and innovation to drive success. As a dynamic and forward-thinking financial institution, we’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact. About New Omni Bank We were founded in 1980 on a simple idea of helping our neighbors—a community of immigrants in Los Angeles, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs. Creativity, innovative thinking, and above all – attentiveness, are the hallmarks of our services. Coupled with our extensive network and on-the-ground expertise, we’ve been the catalyst for countless clients, guiding them to grow and thrive in California, across the Pacific, and at every twist and turn. Our legacy of empowerment is proven by continuous recognitions, like a 5-Star Rating from BauerFinancial, Inc. for over 40 quarters. Personal Banker Position Summary Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their financial service needs. Each Senior Personal Banker is knowledgeable about banking solutions and provides excellent customer service by opening accounts, processing clients transactions, and servicing requests efficiently. Essential Job Functions and Responsibilities (Duties not limited to those provided here) • Present bank products and services with in-depth knowledge to internal and external customers., • Provide banking services to new and existing customers including customer transactions, opening accounts, and account maintenance in accordance with standard procedures and excellent customer experience standards., • Introduce and demonstrate digital and self-service options to customers., • Establish, maintain, deepen, and broaden customer relationships by providing personalized financial service by following up with customers on a regular basis., • Listen to and communicate with customers to understand and meet individual customer needs. Optimize positive relationships with customers, prospective customers, and co- workers., • Maintain and control the security of a cash drawer. Balance cash drawer and transactions processing in accordance with Bank procedures., • Obtain a notary license on behalf of the institution and act as a notary for customer documents., • May be responsible for bank opening and/or closing procedures., • Review assigned operations reports, certification, and other transaction activities., • Work as a team and contribute to the overall achievement of the bank’s objectives., • Meet expectations for attendance and punctuality., • Comply with Bank policy and procedures and banking regulations., • Participate in on-going training, • Comply with and adhere to all applicable regulatory requirements, policies, and procedures., • College degree required., • Previous experience in financial service required., • Notary license preferred. Alternatively, willingness to obtain notary license required., • Bilingual required. Mandarin preferred., • Excellent customer service skills, attentive and professional in dealing with both customers and co- workers., • Effective selling, cross-selling, and referral skills., • Strong mathematical skills., • Strong communication and organization skills., • Detail oriented. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to walk, stand, sit, climb, or balance, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other locations of the Bank. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. New Omni Bank, National Association commits to following compliance and adherence to all applicable regulatory requirements, policies, and procedures. New Omni Bank, National Association’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Irvine Seniority Level: Mid-Level Employment Type: Full Time Salary: $45,000 to $65,000.00 a year. Exact compensation may vary based on experience, skills, knowledge, and education. Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, and holidays, 401(k) company matching, potential for discretionary bonus.

Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “Table Stakes” for this career. We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Meet Strategic Fortune Wealth Management Strategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team. Responsibilities • Develop your client base by building lasting, meaningful relationships., • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals., • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives., • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives., • Master the fundamentals of financial planning, risk management, and investment management services., • Utilize your firm’s team of specialists to successfully run your practice. Desired Characteristics, Skills, & Experience · Bachelor’s degree · Licensure & Registrations (Life, Accident & Health, Series 7 & 66) · Leadership and demonstrated track record of success · Great communication skills (verbal, written, body language/empathy) · Team player (inter-dependent) · Strong market/well connected · Very high ego drive and confidence · Service orientation and strong code of personal ethics · Committed to and appreciation for improving technical skills · Stable financial background