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Job Description Healthcare Services is an award-winning family company in the Greater Los Angeles area providing healthcare services including skilled nursing, assisted living and senior living communities. Compensation & Benefits: • As a growing and essential company, we have many opportunities for growth and development within the medical industry and are committed to providing the resources and training you need., • Pay is market competitive and negotiable based on your experience., • Full-time employees will be eligible for a variety of comprehensive medical, dental, and vision insurance plans., • Full-time employees will be eligible for Tuition Assistance., • 401K. The anticipated pay range for candidates who will work in California is $200K to $250K Anually. The offered pay to a successful candidate will be dependent on several factors that may include but are not limited to years of experience within the job, years of experience within the required industry, education, etc. We are looking for a Regional VPO. Responsibilities: • Demonstrates commitment to company’s mission, values, and standards of ethical behavior., • Models a positive and professional image that emulates the organization's mission and encourages a spirit of cooperation., • Ensures that each resident receives superior care in a manner that maintains or enhances their quality of life, and helps them attain and maintain the highest possible mental and physical functional status, in an environment of kindness, dignity, and respect., • Ensures quality of care and operational effectiveness through open communication with residents and their family and friends, including managing requests, complaints, and recommendations. Visits with residents on admission and frequently throughout their stay; meets with residents and their family members to assure needs are met. Maintains confidentiality of all resident care information., • Ensures that all residents’ rights including fair and equitable treatment, self-determination, individuality, privacy, property, and civil rights, including the right to file complaints, are well established and protected at all times., • Complies with and upholds all company policies and procedures., • Act as the Administrator for a facility when the position is vacant., • Leads team and provides proactive support, removing obstacles, and providing solutions as needed. Fosters a work environment that values and recognizes the contributions of each employee and encourages a spirit of cooperation, communication, and teamwork to achieve organizational goals., • Oversee the recruitment, hiring, training, and ongoing development of facility leadership and staff., • Provide direction and guidance to ensure adherence to internal policies, procedures, and regulatory compliance., • Improve the profitability and operational efficiency of facilities within the assigned region., • Review and analyze financial, clinical, and operational performance indicators., • Ensure a high level of customer service and address resident and family concerns promptly., • Maintain current knowledge of program policies, service, and license compliance requirements., • Oversee the facility’s quality assessment and improvement program., • Make site visits to locations and provides professional development and training to achieve optimum staff performance., • Establish and maintain working relationships with key line, contracts, marketing, and clinical staff to ensure thorough understanding of company products/services., • Ensure location leaders are kept abreast of assigned product lines, programs and services., • Participates in the education of these to frontline caregivers, as directed., • Implement sound fiscal management systems to achieve financial objectives., • Ensure facility funds and resident funds are managed according to strict fiduciary standards., • Lead and motivate facility staff to achieve organizational goals., • Provide professional development and training to staff to achieve optimum performance., • Conduct performance reviews and administer disciplinary actions as needed., • Foster a work environment that values teamwork, communication, and employee contributions., • Identify and pursue opportunities for new markets and initiatives in collaboration with marketing team., • Maintain relationships with medical professionals, referral sources, and community representatives., • Participate in the development of marketing plans and community relations activities., • Comply with applicable legal requirements, standards, policies and procedures including, but not limited to the Compliance Program: Code of Conduct, HIPAA and Documentation Standards., • Ensure a high level of customer service to our patients/clients and each other at all times., • Reports the following in accordance with established facility procedures and regulatory standards: accidents and incidents; resident grievances, complaints, allegations of resident abuse and/or misappropriation of resident property; occupational exposure to blood, body fluids, infectious materials, and hazardous chemicals; concerns and suspected incidences of non-compliance including but not limited to hazardous conditions and equipment., • Adheres to state regulations and company policies and procedures; HIPAA confidentiality standards of resident and facility information; Infection Control, including bloodborne pathogens, standard precautions, contact precautions, hand washing, and common infectious conditions; and established safety precautions and regulations., • Performs other related duties as required. Qualifications: • Must have current nursing home administrator license, • Bachelor’s Degree required; Master’s Degree is preferred, • Minimum of one year as a facility administrator, • Solid understanding of COBRA, Title XXII, DHS regulations, • Able to review profit and loss statements, • Able to review and create operating budgets, • Excellent oral and written skills, • Understanding of disciplinary and corrective action procedures, • Demonstrates knowledge of Quality Assurance program through application of principals in departmental operations, • The ability to work in a fast-paced and highly dynamic environment juggling multiple priorities., • Strong attention to detail and accuracy, the ability to prioritize and organize multiple projects, meet deadlines, analyze issues, think creatively, problem-solve and multi-task, • Excellent interpersonal, conflict resolution and coaching skills including patience and the ability to work well with employees at all levels, • Ability to maintain neutrality and create a safe environment for employees to raise concerns, • Excellent verbal and written communication skills, • Commitment to teamwork and creating a culture that is supportive of employees, • Excellent computer skills required – Word, Excel, Software applications, • Experience working with diverse groups and populations, • Ability to represent Company in an ethical and professional manner, and to maintain accountability, • Ability to interact tactfully, effectively, and professionally with other employees, residents, family members, visitors, government agencies/personnel and the general public, as needed, • Ability to understand and follow applicable regulations, policies and procedures fully and consistently, • Willingness and ability to function as an effective team member through good communication and cooperation to meet departmental goals, • Must successfully pass background check, health exams, and any other pre-employment requirements, • Willing to work beyond normal working hours, weekends, holidays, and/or on other shifts and in other positions, when necessary Submit your application and join our award-winning team! We are an equal opportunity employer and we are committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability, and per the Fair Chance Ordinance will consider qualified applications with criminal histories in a manner consistent with the ordinance. INDHP

Job DescriptionChief Investment Officer Chief Investment Officer Position Overview Based out of Los Angeles, we are a growing, respected Multifamily Real Estate Developer with highly efficient, cost-effective operations throughout Southern California. We are seeking an experienced Chief Investment Officer (CIO) to lead our investment strategy and execution. The CIO will define investment objectives, oversee portfolio construction and risk management, and drive performance across asset classes. This role requires a strategic leader with deep expertise in investments, financial modeling, and advanced Excel skills, and a proven track record of delivering returns while managing risk. Experience in real estate and multifamily investments, portfolio management, and acquisitions is a strong plus. Key Responsibilities • Develop and implement the firms investment strategy, aligning objectives with risk tolerance, liquidity needs, and long-term goals., • Lead portfolio construction and asset allocation decisions, continuously optimizing for risk-adjusted returns., • Oversee investment research and due diligence processes, including valuation, financial modeling, and scenario analysis., • Build, mentor, and manage the investment team; set performance expectations and professional development plans., • Drive investment selection, monitoring, and rebalancing across public and private markets, including real estate and multifamily where applicable., • Manage relationships with external managers, brokers, advisors, and counterparties; negotiate terms and oversee onboarding., • Establish and maintain rigorous risk management frameworks and reporting; ensure compliance with regulatory and fiduciary obligations., • Prepare and present clear investment reports and recommendations to the executive team and board of directors., • Lead acquisition evaluations and integration plans for new assets and portfolios when applicable., • Continuously improve investment processes, tools (including Excel-based models), and governance practices. Qualifications • Bachelors degree in Finance, Economics, Business, or related field required; MBA, CFA, or equivalent advanced degree preferred., • 15+ years of progressive investment experience with demonstrated leadership in portfolio management or investment strategy roles., • Proven expertise in investments, advanced financial modeling, and high-level Excel skills (complex modeling, VBA a plus)., • Strong analytical skills with experience in valuation methodologies, stress testing, and scenario analysis., • Track record of driving performance and managing risk across multi-asset portfolios., • Excellent communication and presentation skills; experience reporting to senior management and boards., • Experience with real estate investments, particularly multifamily assets, and acquisitions is highly desirable., • Demonstrated ability to lead teams, manage external partners, and execute transactions from sourcing through closing., • High ethical standards, fiduciary mindset, and familiarity with regulatory and compliance requirements. Benefits • Competitive salary range of $300,000 - $350,000 depending on experience., • Competitive bonus package, • Health benefits, Medical Dental, FSA, HSA, • Vacation, • Sick time, • Holiday pay, • Ownership of company equity, • Co-investment opportunities into Property Specific Sponsor investments, • 401K Retirement Plan - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 04/13/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Benefits: • 401(k), • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Vision insurance FSB&W is seeking accounting professionals to join our fast-growing team. We are a challenging and rewarding professional environment, where you will have opportunity for advancement and your talent will be respected and developed. FSB&W allows you to be involved in every aspect of client engagements – from workpapers through financials to preparing the tax return. We have a diverse client base, keeping you challenged with assignments that vary by industry sector and service area. You’ll interact regularly with clients, managers and partners, gaining knowledge, responsibility and growing professionally at a fast rate. At FSB&W, we are primarily cloud based, with a hybrid-work environment. We offer 2-3 days on site in our Vernon Hills, Illinois office and 2-3 days remote, affording you the opportunity to work from home or office as needed. Our fun, flexible and innovative culture will allow you to learn and grow with opportunities to work with partners and our professional team. This is a unique opportunity to work from either location with flexibility in scheduling and seasonality in public accounting. Job Duties Include: • Participate in audit planning, fieldwork, workpaper and financial statement preparation as well as client communication, • Conduct accounting compilations and reviews, • Preparation of individual, fiduciary, business tax returns, • Prepare sales and payroll taxes, • Conduct bookkeeping and related functions, • Provide outstanding client service and communication, • Maintain active communications within the firm to manage expectations, safeguard client satisfaction and ensure deadlines are met Successful candidate will have: • Bachelor’s degree with a concentration in Accounting, • CPA strongly preferred, or pursuing, • Minimum 1-3 years’ experience in public accounting preferred, • Knowledge of QuickBooks Software (Desktop and Online), • Highly developed software and Microsoft Suite skills, • Proficient in CCH software a plus Flexible work from home options available. Compensation: $58,000.00 - $85,000.00 per year FSB&W is an innovative accounting firm founded on the premise that culture, communication, collaboration and client service within an organization is crucial to its success. Our team of experienced accountants and tax professionals work together to implement these principles in every aspect of our business. As more and more independent accounting firms consolidate into regional and national firms, it is difficult for individuals and business owners to find a firm that offers personalized attention. It is with that in mind that FSB&W has emerged with a simple: but too often forgotten philosophy. An accounting firm should be large enough to handle high-level client needs but not so large that it is no longer able to provide the individualized service each of its clients require and deserve. FSB&W is committed to engaging with our clients and our personnel to help each reach their personal and professional goals. Fostering a diverse workforce that thrives on the unique experience and personality of our dynamic professionals, FSB&W brings a start-up mentality to a storied industry committed to delivering exceptional accounting, tax, and audit expertise to our clients. We are steadfast in cultivating relationships both in and outside our firm, from developing a personal connection with our clients to ensure they get the service they need, to investing in the professional development of our employees through leadership and growth opportunities. We hire a range of passionate and skilled individuals with a wide range of skill sets that extend the value we provide to our clients and amongst each other. FSB&W prides itself on providing a flexible work environment and mentorship opportunities as emerging leaders look to further their accounting careers. Come Join Our Team

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

About the Company Tamar Securities is hiring a Registered Financial Assistant for our team in Woodland Hills, CA. Potential candidates will be working with our team of Financial Advisers to serve our clients efficiently and effectively within the strict confines of fiduciary duty. Our team takes advantage of the benefits of in-person meetings, which most of our clients prefer. Hence, this position does not come with a remote work option. Training and mentoring are offered. About the Role The Registered Financial Assistant will play a crucial role in supporting Financial Advisers and ensuring client satisfaction through high-quality advisement and planning services. Responsibilities • Ensuring client satisfaction by providing high-quality advisement and planning service, as directed by Financial Advisers., • Assist Financial Advisors in preparing and providing analysis of client portfolios for meetings., • Communicating with clients’ other professional advisors (Lawyers, CPAs, etc.)., • Serve as backup to Financial Adviser., • Work collaboratively with the rest of the team. Qualifications • Bachelor's degree, • Series 63, 65, 66, or 7 certifications, • At least 1 year of relevant work experience in financial advising field, • Hands-on experience with comprehensive financial planning is ideal, • Strong listening and written communication skills., • Strong analytical skills and attention to detail. Required Skills • Strong listening and written communication skills., • Strong analytical skills and attention to detail. Preferred Skills • Hands-on experience with comprehensive financial planning is ideal. Pay range and compensation package • Competitive Salary, • Sign-on Bonus, • Relocation Assistance, • 401K Match, • Medical, Dental, Vision, and Aflac Benefits (w/ Employer contribution), • Education/Licensure Reimbursement, • Chance to enroll in the company’s Executive Benefits Program:, • Target Bonus, • Deferred Compensation Plan, • Phantom Equity Program Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices and encourage all qualified candidates to apply.

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey. At LearnLux, you will build a product that changes lives. Our mission is to empower people to take control of their financial future, whether that means getting out of debt, buying their first home, or preparing for retirement. As a Staff Software Engineer, you’ll shape this mission by setting and executing on the architectural direction of our platform as we scale globally as an enterprise-grade SaaS product. In this role, you’ll tackle complex technical challenges that come with scaling an enterprise platform, including multi-tenancy, cloud infrastructure, distributed systems, data architecture, and AI infrastructure that is thoughtfully integrated into the core platform. Your contributions will be instrumental in creating a scalable, secure, compliant, and operationally sound backend foundation. You will directly influence architecture, execution, and how the engineering organization operates day to day. We are a small, agile engineering team, and this role is intentionally hybrid. You’ll spend meaningful time hands-on in the code and infrastructure while also acting as a backend technical leader and cross-functional partner. You’ll connect backend, data, infrastructure, and AI-enabled systems into a coherent architectural vision, mentor other engineers, and raise the bar for technical decision-making as we grow. If you’re excited by broad architectural ownership, building leverage through automation (including AI-driven systems), and helping shape an engineering organization focused on the future of financial wellness, we’d love to meet you. This role is based in Denver, Colorado. Remote candidates will be evaluated on a case-by-case basis • Lead the architectural design and incremental execution of LearnLux’s transition from single-tenancy to multi-tenancy in an enterprise SaaS environment., • Design and evolve cloud infrastructure for global scale, reliability, and data isolation, primarily on GCP (with AWS experience welcomed)., • Apply a strong security and compliance mindset to system design and operational scale, • Own and improve our infrastructure-as-code approach, using Pulumi (preferred) or Terraform to ensure environments are repeatable, visible, and scalable., • Connect backend services, infrastructure, and data platforms into a cohesive, well-documented system architecture., • Partner closely with engineers, product, and data to translate strategic architectural goals into a prioritized and executable roadmap., • Build and maintain backend services using Node.js and Python, contributing hands-on to critical systems., • Collaborate with data workflows and platforms, including BigQuery and Airflow, ensuring backend systems scale alongside a growing data platform and data lake., • Drive engineering efficiency through automation, including the use of AI-driven or agentic systems to improve developer workflows, operations, and internal tooling., • Mentor and support other engineers, enabling them to ramp quickly and contribute meaningfully., • Uphold global performance, reliability, and operational excellence, leading by example., • Foster clear communication and thoughtful decision-making across backend, frontend, data, and infrastructure domains., • Staff-level backend engineering experience, defined by scope and impact rather than years., • Proven experience designing and evolving large-scale, distributed, enterprise SaaS systems., • Hands-on experience leading or executing major architectural transitions (e.g., multi-tenancy, global scale, platform re-architecture)., • Strong backend development experience with Node.js and/or Python., • Deep experience with cloud infrastructure, GCP preferred (AWS experience acceptable)., • Experience building systems with security and compliance as first-class concerns in enterprise SaaS and global environments., • Experience working with data platforms and pipelines, including data warehousing, Airflow, and SQL/NoSQL databases., • Demonstrated experience using AI-driven or agentic automation to improve engineering systems, workflows, or organizational efficiency (e.g., automating operational processes, developer workflows, infrastructure management, or internal tooling)., • Ability to thoughtfully identify where AI and automation create real leverage and to implement those systems pragmatically in production., • Ability to operate independently, lead through influence, and collaborate effectively across the stack, • Demonstrated ability to mentor engineers and raise the overall effectiveness of an engineering team., • Strong communication skills, especially around architectural tradeoffs and technical decision-making., • Experience scaling teams or platforms through rapid growth phases., • Prior experience in financial technology, regulated, or compliance-heavy enterprise SaaS environments., • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow., • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist., • Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward., • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us., • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here., • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes., • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate., • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture, • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor. Salary Range $120,000 - $175,000 USD

Senior Legal Counsel – AI, Broker‑Dealer & RIA Cetera is seeking a Senior Legal Counsel to support the firm’s use of AI and emerging technology across our broker‑dealer and RIA businesses. This role is focused on contracts, vendor risk, data usage, privacy and regulatory alignment. You will serve as a trusted legal partner as Cetera evaluates, contracts for, and deploys AI‑enabled tools used by advisors, supervision, operations, compliance, and corporate teams. Your role is to help the business move forward confidently while ensuring we meet our obligations as a FINRA‑regulated broker‑dealer and SEC‑registered investment adviser and data privacy laws. This is a practical, business‑oriented role for a lawyer who understands how technology decisions intersect with supervision, fiduciary standards, privacy, and recordkeeping and who can translate that into clear guidance without slowing progress. Responsibilities: • Serve as primary legal counsel for AI‑enabled and technology vendor agreements supporting both the broker‑dealer and RIA businesses, • Draft, review, and negotiate commercial, SaaS, data, and technology contracts with a strong focus on:, • Client and advisor data protection, • Data ownership and permitted use (including AI training considerations), • IP rights and use of AI‑generated outputs, • Regulatory, supervision, and recordkeeping risk, • Advise the business on legal and regulatory considerations related to AI use in:, • Advisor tools and platforms, • Supervision, surveillance, and monitoring, • Client communications and content, • Operations and support functions, • Partner closely with cross functional teams to assess AI tools prior to adoption, • Partner with the Cetera AI council to help establish and maintain clear, practical AI usage standards that align with BD and RIA regulatory requirements, data privacy and Cetera’s risk appetite, • Translate evolving regulatory guidance into actionable advice for business leaders, • Support vendor diligence and assessments related to AI capabilities, data handling, outsourcing, and regulatory exposure, • Build repeatable legal processes that fit into existing procurement, risk review, and approval workflows Qualifications: • A strong commercial lawyer with a broker‑dealer and/or RIA mindset, • 5–10+ years of legal experience with working knowledge of AI, automation, and data use in financial services, ideally with data privacy experience., • Deep experience negotiating commercial and technology agreements, • Understanding of BD and RIA regulatory expectations, including supervision, recordkeeping, privacy, and fiduciary considerations is preferred. Prior experience at a BD, RIA or law firm regulatory practice a plus., • Sound judgment and comfort operating in evolving regulatory areas, • Ability to communicate legal risk clearly to business and technology leaders Practical, collaborative, and solutions‑oriented

Round Hill Search is partnering with a highly respected, top-tier trusts & estates firm in Los Angeles to identify an experienced litigation attorney ready to step into a key leadership role. This is a rare opportunity to join a premier practice in the trusts & estates space, known for representing high-net-worth individuals and families in complex, high-stakes matters. The firm has built a stellar reputation over decades, with a long-standing, collaborative team and a culture that values professionalism, mentorship, and excellence. Highlights of this role: • Highly Regarded Practice – Widely recognized for excellence in trusts & estates and fiduciary litigation, • Sophisticated Client Base – Work with high-net-worth individuals, families, and fiduciaries on complex and sensitive disputes, • Collegial, Stable Environment – A genuinely supportive, long-tenured team with strong internal collaboration, • Leadership Opportunity – Play a central role in mentoring associates and helping lead the litigation group, • Meaningful, High-Impact Work – Handle matters that require both legal skill and emotional intelligence The firm is seeking a Trusts & Estates Litigation Attorney with strong experience and leadership instincts to join its growing litigation team. This role offers the opportunity to take ownership of complex matters while also guiding and developing junior attorneys. You will work alongside highly respected practitioners in a firm environment that emphasizes quality over volume and collaboration over competition. Key Responsibilities: • Manage trust and estate litigation matters from inception through resolution or trial, • Represent trustees, beneficiaries, executors, and institutions in complex disputes, • Handle will contests, breach of fiduciary duty claims, undue influence matters, and related litigation, • Develop case strategy, oversee discovery, and take/defend depositions, • Appear in court, argue motions, and participate in mediations and settlement negotiations, • Collaborate with estate planning and administration teams on integrated client strategies, • Mentor and train junior associates, providing hands-on guidance and feedback, • Contribute to the leadership and continued growth of the litigation practice Qualifications: • 7+ years of trust & estates litigation experience, • Strong litigation skills, including motion practice, depositions, and court appearances, • Experience handling high-value, complex matters independently, • Ability to navigate sensitive client dynamics with professionalism and discretion, • Demonstrated interest in mentoring and developing junior attorneys, • California Bar admission required Additional Information: • Leadership role within a highly respected practice, • Sophisticated, high-stakes work with an elite client base, • Collaborative, team-oriented culture with long-term stability, • Clear opportunity to make a lasting impact on both the team and the practice, • Billable Hours: 1800, • Compensation: $225,000 – $300,000 (DOE) How to apply: Please submit your resume as a WORD document for immediate review and consideration. About Round Hill Search: Round Hill Search is a leading boutique legal staffing, placement, and consulting firm headquartered in Los Angeles, California. Our founding principles, Excellence, Service, and Integrity, are woven through every aspect of our business, resulting in an unparalleled level of service for our candidates and clients. Visit us at _.

General Business Litigator – Downtown Los Angeles, CA A highly respected boutique litigation firm in downtown Los Angeles is seeking an experienced General Business Litigator with at least 5 years of litigation experience. This is an excellent opportunity for an attorney who wants to handle complex, high‑impact matters within a close‑knit team of seasoned trial lawyers. Position Overview The ideal candidate will have the ability to manage cases independently from initial strategy through resolution. Strong writing, analytical, and courtroom skills are essential. Practice Areas • Civil Litigation, • General Business Litigation, • Commercial disputes, • Breach of contract and fiduciary duty matters, • Fraud, unfair competition, and related claims, • Real property and professional liability disputes Compensation $180,000 – $230,000, depending on experience. Billable Hours 1,750 hours annually Work Structure • Onsite preferred initially for training and integration, • Hybrid schedule may be available once established Interview Process • Conducted via Zoom or Microsoft Teams, • Meetings with 2–3 partners About the Environment The firm is a selective boutique practice known for handling sophisticated litigation typically seen at much larger firms, while offering a collaborative setting and strong mentorship. Attorneys at the firm have extensive trial experience and work directly on complex, impactful matters for a diverse client base.

About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations. **This role does not require a portable book of established business. There are clients ready for you to work with and expand upon! Key Responsibilities • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service., • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues., • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals., • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions., • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice., • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow. Ideal Candidate Profile • Education: Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred., • Experience: 10-15+ years in wealth management., • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills., • New Business Development Experience: We’re looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families., • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence. What We Offer • A collaborative, supportive environment with a strong focus on client success., • Opportunities to work with an exclusive clientele and expand your professional network., • The ability to make a tangible impact on clients’ long-term financial legacies.

Our client's office at Los Angeles is seeking an associate with 4 or more years of broad-based litigation experience to join their Litigation Department. • Candidates should have excellent research, analytical and drafting skills, consistent attention to detail, and strong verbal and interpersonal skills., • The ideal candidate will also have experience arguing motions, taking and defending depositions, and preparing cases for trial., • Candidates should also have specific litigation experience on commercial litigation issues, including breach of contract, tortious interference with contract, and/or breach of fiduciary duty. Additional experience in real estate, land use, trusts and estates, and intellectual property litigation is highly desirable., • A strong academic record and admission to the California Bar are required. .

Trusts & Estates Paralegal Location: Century City, Los Angeles, CA Salary Range and Benefits: $130,000 to $145,000 per year, along with comprehensive benefits such as medical, dental, vision, etc. Position Type: Full-time, Hybrid (3 Days Onsite), Direct Hire LHH is partnering with a prestigious law firm specializing in high-wealth, high-profile trusts & estates and probate matters, in seeking an experienced and empathetic Trusts & Estates Paralegal. The ideal candidate should have a minimum of five years' experience in trust & estate law and possess exceptional organizational and interpersonal skills. As a Trusts & Estates Paralegal you will play a crucial role in servicing our high-wealth, high-profile clients. Your responsibilities will include: Responsibilities: • Client Interaction: Meet with clients, trustees, family members, and communicate with beneficiaries to provide support and guidance., • Tax Compliance: Prepare estate and gift tax returns to ensure compliance with relevant tax laws., • Document Preparation: Draft and prepare a variety of legal documents, including deeds, asset spreadsheets, probate pleadings, and fiduciary accountings., • Estate Administration: Assist in the administration of probate estates and trusts, including asset allocation, asset transfers, and the sale of assets., • Legal Support: Draft trusts, wills, and related documents as needed to support our clients' needs., • Financial Coordination: Work closely with financial institutions, accountants, and appraisers to collect estate assets and financial information., • Guardianship and Conservatorship: Prepare and file petitions, accountings, and reports related to guardianship and conservatorship proceedings., • General Support: Perform other duties as assigned by attorneys to support our clients effectively. Qualifications: • Experience: Minimum of five years' experience as a trust & estates paralegal., • Education: Bachelor's degree and a paralegal certificate or equivalent., • Detail-Oriented: Strong attention to detail, proactive, dependable, and highly organized., • Technical Skills: Excellent math and computer skills, including proficiency with legal software., • Analytical Skills: Strong problem-solving and analytical skills., • Communication: Clear and concise communication skills, both written and verbal., • Legal Knowledge: Familiarity with probate processes, rules, and judicial council forms., • Location: Ability to work in the Los Angeles office four times a week. 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

Litigation Attorney, LA County About the Company Handle defense-side civil litigation matters including professional liability defense, insurance coverage, business litigation, employment defense, real estate litigation, and construction defect cases. Responsibilities • Run depositions and take matters through mediation, arbitration, and trial preparation., • Represent attorneys, law firms, accounting firms, business managers, directors and officers, brokers, and fiduciaries in complex defense matters., • Work closely with senior attorneys and partners on sophisticated litigation involving legal malpractice, breach of fiduciary duty, fraud, insurance bad faith, and complex commercial disputes.

We are seeking a highly organized and detail-oriented Executive Assistant to provide administrative support to our Chief Operating Officer and executive team. The ideal candidate will have excellent communication skills, be able to multitask and prioritize effectively, and have a strong attention to detail, a proactive problem-solver and a strong work ethic. We are an established non-profit organization that provides outstanding health and pension benefits with amazing work/life balance. Our benefits include medical, prescription, dental and vision coverage with NO PREMIUM for employee and low monthly cost to cover dependents. We offer generous paid time off, including vacation, sick time and holidays. We also offer two pension plans and a 401(k). Responsibilities • Assist Chief Operating Officer in all facets of her position to ensure efficient operation., • Assist Chief Operating Officer with Communications, IT, Benefits Analysis and Operations & Demographics-based projects, as may be necessary to meet the Plans’ objectives., • Manage all aspects of the administrative function in preparation for the quarterly Benefits Committee meetings, including communication with the Committee Co‑chairs and Trustees, the Plans’ Health and Pension consultants, counsel and staff as necessary. Use independent discretion and judgment to accomplish work, including the following related-tasks:, • Send all Benefits Committee notices/agenda items and circulation of all meeting materials in a timely manner., • Attend quarterly Benefits Committee meetings, or other Board meetings as may be assigned, and prepare meeting minutes., • Assist COO with preparation and follow up of action item lists following trustee meetings through the SharePoint tools to ensure all pending action items are completed timely., • Maintain all insurance policies for the Plans (i.e., cyber liability, fiduciary liability, Employment Practices, Fidelity Bond, Errors & Omission, Commercial Package, Earthquake, and Workers Compensation), including the following:, • Ensuring all insurance policies are up-to-date;, • Prepare applications for annual renewals and binding; and, • Issue invoices for the waiver of recourse premiums for the fiduciary liability coverage, • Assist with the preparation of the annual Health Fair events in Los Angeles and New York, including maintaining the flu shot reservations and sending out raffle prizes., • Provide support to other Executive Assistants on day-to-day operations, as required., • Manage content and all records retention for the Plans’ library and Executive Office files., • Field and record incoming telephone calls for the COO, and as necessary for the CEO, using independent discretion and judgment as to the course of action for callers., • Manage/schedule meetings and maintain COO’s calendar., • Compose correspondence for the COO., • Assist with any projects that may arise from other departments (i.e., Pension, Eligibility, Claims, Accounting and Contributions & Compliance) as assigned by the COO., • Perform other duties involved with the administration of the Executive Office, including handling mail, scheduling travel arrangements, managing expense reports, and tidying the Executive File and Conference Rooms., • Handle other responsibilities as assigned by the COO. Skills • Excellent verbal and written communication, • Strong phone and customer service skills, • Advance Proficiency in Microsoft Outlook, Word, Excel and PowerPoint, • Type 65-70 wpm, • Ability to communicate across all levels efficiently., • Excellent organizational skills and attention to detail, • Ability to proofread for accuracy in grammar and writing, • Ability to prioritize multiple tasks and meet deadlines Experience • Proven experience as an executive assistant or personal assistant supporting senior executives in a fast-paced office environment., • Demonstrated proficiency in office management software such as Microsoft Office Suite (Word, Excel, PowerPoint), Google Workspace (Docs, Sheets), and Microsoft Outlook Calendar., • Strong organizational skills with the ability to prioritize tasks effectively while managing multiple projects simultaneously., • Experience with event planning, project coordination, bookkeeping (QuickBooks preferred), and data entry., • Familiarity with transcription, proofreading, filing systems, and clerical procedures to ensure accuracy and efficiency., • Ability to handle sensitive information discreetly while maintaining a high level of professionalism at all times. Join our team as we drive operational excellence through dedicated support for our leadership!

Job Description Probate Litigation Paralegal Position Type: Temp-to-Hire Location: On-site (in office) A well-established law firm is seeking an experienced Probate Litigation Paralegal to join their team on a temp-to-hire basis. This is an excellent opportunity for a paralegal who thrives in a fast-paced litigation environment and enjoys meaningful client interaction. About the Role The Probate Litigation Paralegal will play a key role supporting attorneys through all phases of probate and trust litigation, including will contests, trust disputes, fiduciary matters, and estate administration disputes. The ideal candidate is organized, detail-oriented, and comfortable working directly with clients. Key Responsibilities: • Draft and prepare probate petitions, accountings, inventories, and related court filings, • Manage case files from intake through resolution, including calendaring and deadline tracking, • Conduct legal research on probate, trust, and estate-related matters, • Draft discovery requests, responses, and correspondence, • Prepare for hearings, mediations, and depositions, including assembling exhibits and binders, • Communicate directly with clients to gather information, provide case updates, and coordinate next steps, • Coordinate with courts, opposing counsel, financial institutions, and third parties, • Assist with trial preparation, including witness coordination and exhibit organization, • Support attorneys with day-to-day case management and administrative tasks What We're Looking For: • Experience: Minimum 3 years of paralegal experience, with a focus on probate litigation, trust litigation, or estate disputes, • Certification: Paralegal certification required (valid certificate must be provided prior to hire), • Legal Knowledge: Strong working knowledge of probate code, court procedures, and probate-specific filing requirements, • Client-Facing Skills: Excellent communication skills with a professional, client-focused demeanor, • Technical Skills: Proficiency with case management software, e-filing systems, Microsoft Office, and legal research platforms (Westlaw or LexisNexis), • Work Style: Self-starter who thrives in a deadline-driven environment and works well both independently and as part of a team, • Attention to Detail: Strong written and verbal communication skills with an eye for accuracy

Job Description About Halbert Hargrove Halbert Hargrove is a fee-only firm who provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. About the Position The Associate Client Service Manager is responsible for maintaining our clients’ accounts, including oversight of administrative and client documentation systems and ensuring that we continue to follow best practices as a fiduciary. The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all regulatory paperwork and guarantees client requests and needs are attended to. Work Location This position is eligible for a hybrid work schedule reporting from the office in Downtown Long Beach twice a week. Additional in-office days may be required for urgent support, events, meetings, etc. Compensation & Benefits The compensation for this position is $60,500. This position is also eligible for an annual discretionary bonus of up to $8,500. Benefits include: • Medical insurance, • Dental and vision insurance, • Retirement plan, • Unlimited responsible paid time off, • Paid sick leave, • Paid holidays, • Profit sharing, • Childcare match, • Professional development budget for continuing education credits, conferences and training, • Health and wellness reimbursement, • 529 plan match Essential Position Responsibilities Include: Client Service • Provide “wow” service to clients and prospects over the phone and by email., • Manage and schedule all client meetings, • Track all tasks, keep track of all client meetings and keep detailed notes about client relationships. Custodians • Draft new account paperwork for clients and prospects and account maintenance requests for clients., • Queue up disbursements from clients’ accounts on custodial platforms and send eSign documents., • Act as the team’s primary liaison with our multiple custodians., • Maintain accurate and up to date client information. Team Support • Attend weekly team meetings and keep team agenda up to date., • Keep team informed of all timelines and workload., • Provide support, respond to, and follow up on team requests in a timely and accurate manner., • Additional responsibilities as assigned. Qualifications: • Excellent interpersonal, verbal and written communication skills., • Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines., • Present a welcoming demeanor with the ability to develop and maintain client relationships., • High level of integrity and the ability to keep information confidential., • Bachelor’s Degree, preferred. How to Apply Thank you for your interest in the Associate Client Service Manager opportunity with Halbert Hargrove! Please submit your resume and cover letter for consideration. We are unable to accept direct inquiries about this position (i.e. phone calls, emails).

Job DescriptionDescription: Position: Member Service Representative III (Bank Teller) Pay Range: $24.00 to $25.50 per hour FLSA Classification: Non-Exempt Join the Team That Puts Community First! Foothill Credit Union isn’t just a financial institution—we’re a trusted partner proudly rooted in the heart of the San Gabriel Valley. For decades, we’ve been serving educators, healthcare professionals, municipal employees, families, and more than 250 local businesses with one mission: to improve our members' financial health. Our commitment to excellence speaks for itself: • Five-Star Rating from Bauer Financial—placing us among the best in the industry., • Recognized by America's Credit Union with Diamond Awards in 2025 and 2026 for marketing excellence., • #1 in California for Q4 2025 in the overall return of value to members among peer credit unions ($700MM–$1B), according to Callahan & Associates. But we’re more than numbers—we’re a community advocate. Through partnerships, events, sponsorships, and fundraising, we give back to the people and organizations that make the San Gabriel Valley thrive. When you join Foothill, you’re not just building a career—you’re making a difference. Ready to be part of something bigger? Apply today and help us continue to raise the bar for service, innovation, and community impact! Benefits and Perks: • 100% covered Medical/Dental/Vision for Team Members, • 401(k) plan with match, • Profit-Sharing Plan, • Loan Discounts, • Paid Holidays, • Paid Time-Off, • And more! What You’ll Do: As a Member Services Representative, you’ll be at the heart of creating exceptional experiences that truly make a difference in our members’ financial journeys. Guided by our mission of “Exceeding Members’ Expectations,” you’ll build meaningful relationships through every interaction—delivering service that is not only professional and efficient, but genuinely warm and helpful. In this dynamic role, you’ll have the opportunity to connect members with the right products and services by understanding their needs, all while achieving—and surpassing—sales goals that reflect your impact. In this senior teller position, you’ll play a vital part in advancing organizational initiatives and promotions, all while maintaining top-tier service standards. If you’re driven, people-focused, and eager to grow, you’ll thrive as you continuously expand your knowledge of credit union offerings, operations, and compliance, with access to ongoing training that supports your professional development and success. Essential Duties and Responsibilities: The requirements below represent the knowledge, skill, and/or ability required, but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. • Assist in the coordination of daily scheduling of lunch and break times for branch staff, • Analyze, research, and resolve problems and members’ issues with limited assistance, • Deliver an outstanding member experience by adhering to the sales and service standards of the credit union, • Process deposits and withdrawals for Individual Retirement Accounts (IRAs), • Receive and disburse funds, and accurately process transactions such as deposits, withdrawals, loan payments, account transfers, and updates to account signers, • Process loan advances from credit card or line of credit accounts, • Issue cashier's checks according to credit union policies and procedures, • Maintain an accurate and balanced cash drawer on a daily basis, • Assist members with opening new accounts, including checking, savings, IRAs, certificates, trust, custodial, fiduciary, and organizational accounts, • Complete all necessary documentation for new accounts, ensuring compliance with applicable regulations and policies, • Identify and promote products and services aligned with member needs to meet or exceed cross-selling goals, • Serve as a leader in cross-selling efforts, consistently driving team success in product and service adoption, • Support team members by providing assistance during out-of-balance situations and resolving complex member issues, • Maintain daily vault cash balance and place currency orders to ensure adequate branch cash levels, • Efficiently scan checks to support daily balancing and branch reconciliation, • Assist at different branches as needed, • Assist with transaction overrides in accordance with authority limits and internal policies, • Effectively resolve complex or sensitive member concerns through sound judgment and problem-solvingRequirements: Experience/Education Requirements: • High school diploma or equivalent, plus three (3) years of credit union/banking experience., • At least three (3) years of cash handling experience and understanding of the check processing payment process, • Must have a complete understanding of credit union and banking 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

Job Description Senior Tax Manager We are seeking an experienced Senior Tax Manager to join our clients team. As a Senior Tax Manager, you will play a key role in leading their tax department and providing expert guidance on various tax-related matters. Responsibilities: • Provide technical expertise and leadership in tax planning, compliance, and consulting, • Manage and oversee the preparation of tax returns, including individual, corporate, partnership, and fiduciary returns, • Develop and implement tax strategies to minimize risk and optimize financial performance, • Collaborate with cross-functional teams to ensure seamless delivery of services, • Serve as a subject matter expert and provide guidance on complex tax issues Requirements: • Minimum 8-10 years of public accounting experience, • Strong knowledge of accounting and tax principles, including corporate, partnership, and fiduciary tax, • Minimum 3 years of manager experience, • Excellent communication and interpersonal skills, • Ability to work in a fast-paced environment and manage multiple priorities What We Offer: • Opportunity to work with a dynamic team and contribute to the growth and success of our organization, • Professional development and growth opportunities, • Collaborative and supportive work environment If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Job Description Do you have experience providing exceptional service at a credit union or bank, while handling transactions on the platform side, including new accounts? We’d like to welcome a Member Care Representative III responsible for delivering an excellent Member experience to current and potential Members. They provide a high level of personal service by consistently delivering an extraordinary experience through our signature service, FACES (Friendly, Accurate, Courteous = Excellent Service). The designation of the title Member Care Representative III has been established for an Employee who is knowledgeable at the MCR 1 and 2 levels and is proficient in the practice and processes of new memberships, fiduciary accounts, IRA accounts, loan & account services as requested by Members. This Employee is also able to assist Members with the completion of fraud, dispute claims and IRA requests. This position also supports vault, operations and concierge responsibilities. This position will also have exposure to understanding Loan Product Knowledge. This role will also be called upon to process LBS account transactions for Members waiting for service at the Teller line as needed. REQUIREMENTS & RESPONSIBILITIES The Member Care Representative III (MCR) is responsible for educating our Members on a variety of products and services the credit union offers. In addition to this, the MCR III will perform the following essential job functions as described within the MCR III Job Functions and Responsibilities. You will be working with Members and your teammates to meet and exceed individual and Credit Union goals. The suitable candidate has a high level of ethics, good judgement, and common sense, while understanding the importance of following credit union policies and procedures. You must enjoy a fast-paced work environment and thrive on delivering quality customer service! QUALIFICATIONS • Provides assistance to Members in all areas relating to their financial needs (questions, transaction requests, disputes) while assisting them in the selection of appropriate products and services., • Exercises strong oral and written communication skills to explain Credit Union policies and to resolve Member concerns in a professional and reasonable manner., • Able to escalate situations to the Branch Leadership Team, as needed, and delivers excellent service during all Member interactions., • Achieves established goals as measured by the Employee Scorecard., • Participates actively in Branch Meetings and MCR Meetings, • Maintains up to date knowledge of all compliance regulations related to loans, new accounts and operations., • Dependability is important and must have predictable attendance and adhere to the LBS standards for attendance and punctuality., • Ability to work in a fast-paced team environment., • Previous experience providing product recommendations and referrals., • Ability to handle multiple priorities simultaneously with a calm, friendly demeanor., • Demonstrate detail orientation., • Consistently demonstrates professional manner and attire., • Ability to learn new systems, policies and processes quickly., • Previous experience with cash handling and balancing a cash drawer., • Requires a high school diploma or equivalent., • Requires a minimum of one-year platform sales and loan experience, within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications. BENEFITS & TOTAL REWARDS: • Medical, Dental, and Vision 100% employee-only plans paid by LBS, • 12 Paid Holidays, 3 weeks PTO, and Sick Time, • Defined Benefit Pension Plan, • 401(k) and Roth(k) Retirement Plans, • Insurance: Life, AD&D, LTD, • Critical Illness, Accident Insurance, and Hospital Indemnity, • Educational Reimbursement, • Paid Volunteer hours, • Loan discounts and free branch services, • Discount entertainment: movie tickets, travel, car rentals, and much more PAY RANGE: In accordance with California’s Pay Transparency Act, the expected salary range for this position is between: $22.46 - $26.68 Actual pay will be determined based on a candidate’s specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law. Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include: • Employment Verifications - Employment Dates & Job Titles, • Credit Report, • Criminal Records Search, • Social Security Search, • Governmental Registries Search Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk. For additional information about our Credit Union and to apply for this opportunity, please visit our website at www.lbsfcu.org/careers. EOE Monday - Friday 9:00 Am - 5:00 PM Full-Time (40 hours/Week)

About the Company Tamar Securities is hiring a Registered Financial Assistant for our team in Woodland Hills, CA. Potential candidates will be working with our team of Financial Advisers to serve our clients efficiently and effectively within the strict confines of fiduciary duty. Our team takes advantage of the benefits of in-person meetings, which most of our clients prefer. Hence, this position does not come with a remote work option. Training and mentoring are offered. About the Role The Registered Financial Assistant will play a crucial role in supporting Financial Advisers and ensuring client satisfaction through high-quality advisement and planning services. Responsibilities • Ensuring client satisfaction by providing high-quality advisement and planning service, as directed by Financial Advisers., • Assist Financial Advisors in preparing and providing analysis of client portfolios for meetings., • Communicating with clients’ other professional advisors (Lawyers, CPAs, etc.)., • Serve as backup to Financial Adviser., • Work collaboratively with the rest of the team. Qualifications • Bachelor's degree, • Series 63, 65, 66, or 7 certifications, • At least 1 year of relevant work experience in financial advising field, • Hands-on experience with comprehensive financial planning is ideal, • Strong listening and written communication skills., • Strong analytical skills and attention to detail. Required Skills • Strong listening and written communication skills., • Strong analytical skills and attention to detail. Preferred Skills • Hands-on experience with comprehensive financial planning is ideal. Pay range and compensation package • Competitive Salary, • Sign-on Bonus, • Relocation Assistance, • 401K Match, • Medical, Dental, Vision, and Aflac Benefits (w/ Employer contribution), • Education/Licensure Reimbursement, • Chance to enroll in the company’s Executive Benefits Program:, • Target Bonus, • Deferred Compensation Plan, • Phantom Equity Program Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices and encourage all qualified candidates to apply.

Job DescriptionTrust & Estate Litigation Associate – Mid to Senior Level 5+ Years | High-Stakes Fiduciary & Probate Disputes Portland, OR • Los Angeles • Orange County Direct Counsel is partnering with a respected, full-service law firm to add a mid- to senior-level Associate to its Trust & Estate Litigation practice. This is a standout opportunity for an attorney who thrives in complex, emotionally charged disputes and wants meaningful courtroom exposure across sophisticated probate and fiduciary matters. About the Practice This group is deeply experienced in representing individual, professional, and corporate fiduciaries, as well as beneficiaries, in the full spectrum of contested trust and estate matters. The work is nuanced, fast-moving, and highly strategic—ideal for litigators who want to sharpen their advocacy skills in a specialized, high-impact practice. What You’ll Do Handle all phases of trust and estate litigation, including: Drafting petitions and pleadings Managing discovery and motion practice Taking and defending depositions Making court appearances Preparing for and participating in trial Litigate matters involving trusts, estates, conservatorships, guardianships, and elder abuse Appear before Oregon circuit courts with probate jurisdiction and California probate courts Collaborate closely with partners and clients on complex fiduciary disputes Leverage related experience in trust and estate planning or administration (if applicable) Who They’re Looking For 5+ years of focused experience in trust & estate litigation Significant experience litigating probate and trust disputes in Oregon and/or California courts Active Oregon Bar admission (required) California Bar admission strongly preferred given the bi-state nature of the practice Strong writing, analytical, and courtroom skills Confidence handling matters with a high degree of independence Compensation & Benefits Base Salary Range: $160,000 – $230,000 Bonus Potential: Up to $106,000 Competitive bonus structure Unlimited PTO 401(k) Comprehensive benefits package Why This Opportunity Stands Out This role offers the chance to join a growing, sophisticated trust & estate litigation practice where senior associates are trusted with meaningful responsibility, client contact, and real courtroom work—within a supportive, collaborative environment. About Direct Counsel Direct Counsel partners with leading law firms and in-house legal departments nationwide to connect talented attorneys with outstanding opportunities. We take pride in matching professionals with roles that align with their expertise, values, and long-term career goals. Apply confidentially by sending your resume to sagan@directcounsel.net

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are seeking an experienced Assistant Account Manager/Bookkeeper to become an integral part of our Business Management team. A successful candidate will be trustworthy, professional, analytical, detail-oriented, computer-savvy (Excel and Word), organized and service-oriented with two or more years of accounting and bookkeeping experience in the Business Management industry. We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization. Essential Job Functions for this role include: • General ledger coding, • Account receivable and accounts payable, • Bank account reconciliations, • Document management, • Payroll processing, • Research & special projects, • Client and vendor liaison, • Various tasks as needed Knowledge, Skills, and Abilities: Critical Success Personal Attributes and Strengths • Excellent organizational skills with a bias towards efficiency, • Excellent judgment, poise, and professionalism, • Keen ability to work independently, show initiative, and take ownership while understanding the importance of collaboration & teaming, • Practices superior time management. Able to re-prioritize tasks and support teams based on frequently changing needs, • Demonstrates winning Social Customer Service techniques such as empathy, patience, advocacy, and conflict resolutionQualification Requirements:, • Minimum two years' Bookkeeping experience within Business Management, • Must have experience using Datafaction/DF Imaging and/or AgilLink, • Knowledge and understanding of A/R and A/P functions, • College Degree a plus, • Proficiency in Microsoft Office and data management software. Experience with TEAMS is preferred, • Strong organizational and administrative skills, • Detail-oriented with strong analytical and problem solving, critical thinking, interpersonal, and verbal and written communication skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $31—$36 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description What we're looking for: We need motivated civil litigators with 1-20 years of post-bar experience who are ready to roll up their sleeves and do real, meaningful work. Whether you're a junior associate eager to take depositions and own matters from day one, or a seasoned litigator who still loves the hands-on practice of law, we want to hear from you. Direct professional liability defense experience is a plus, but we're open to civil litigators from any practice area who are willing to move into the space. What you'll do: • Handle defense-side civil litigation matters including professional liability defense, insurance coverage, business litigation, employment defense, real estate litigation, and construction defect cases, • Take ownership of your caseload — draft pleadings, manage discovery, prepare and argue motions, and drive cases through to resolution, • Run depositions and take matters through mediation, arbitration, and trial preparation, • Represent attorneys, law firms, accounting firms, business managers, directors and officers, brokers, and fiduciaries in complex defense matters, • Work closely with senior attorneys and partners on sophisticated litigation involving legal malpractice, breach of fiduciary duty, fraud, insurance bad faith, and complex commercial disputes, • Contribute to a firm responsible for 58 published opinions, including decisions at the U.S. Supreme Court, Ninth Circuit, and California Supreme Court

Job DescriptionDescription: PMP is seeking a motivated, detailed, communicative, and personable professional to join our team as Building Engineer Manager, The Harland, West Hollywood. Who We Are Property Management Professionals LLC. (PMP) is an industry-leading Association management firm providing extraordinary services to common interest developments throughout Southern California, Arizona, Utah, and Texas. PMP delivers a boutique-style level of service only a local management partner can, with the depth and breadth of support and training only seen at much larger management firms. PMP is one of the fastest-growing management firms in each of our respective submarkets, providing our team members with a unique opportunity to develop and grow their careers. Our people-centric culture attracts and retains the industry’s top talent and has served as one of our competitive advantages, driving our growth and success over the past decade and a half. To learn more about PMP and our unique company culture, we invite you to visit our social media platforms below: °ree; Instagram/pmpmanage °ree; Facebook/pmpmanage °ree; Linkedin/company/pmpmanagement Who We Are Looking For PMP is looking for energetic, passionate, personable, and detail-oriented professionals to join our growing team. The right candidate will embrace change, celebrate innovation, and have an unwavering passion for providing extraordinary customer service to our valuable clients. Position Description: The Building Engineer Manager oversees all maintenance operations at The Harland West Hollywood, including common areas such as fitness centers, pools, community centers, and landscaping. This leadership role involves directing a team of technicians, developing maintenance strategies, ensuring regulatory compliance, and maintaining the property's high standards of safety, functionality, and aesthetic appeal in a contemporary urban environment. The Building Engineer Manager will report directly to the On-Site General Manager and collaborate with property management, vendors, and the Association Board of Directors to align maintenance efforts with overall community goals, minimizing costs for repairs and replacements while addressing routine and emergency needs. Duties & Responsibilities: • Lead and supervise a team of maintenance technicians, including scheduling, performance evaluations, training, and fostering a collaborative work environment to ensure efficient operations and minimize larger maintenance needs., • Develop and implement comprehensive preventative, routine, and corrective maintenance programs for building systems, including mechanical, electrical, plumbing, HVAC, structural components, sustainable features, IT systems, and access control to multiple buildings., • Oversee daily inspections and proactive issue resolution, prioritizing tasks to minimize disruptions and uphold luxury standards for residents., • Manage vendor and contractor relationships, including gathering proposals, presenting plans, bidding processes, contract negotiations, and quality assurance for specialized repairs or large-scale capital projects., • Prepare and monitor maintenance budgets, track expenses, inventory supplies, and optimize resource allocation to support cost-effective operations and minimize repair/replacement costs., • Maintain detailed records using digital systems for work orders, compliance documentation (including permits and records), incident reports, and performance metrics., • Coordinate emergency response protocols, including on-call rotations and after-hours support for critical issues such as leaks, outages, or security concerns., • Ensure full compliance with local building codes, California-specific regulations (e.g., fire safety, environmental standards, and homeowner association guidelines), and industry best practices., • Collaborate on property-wide initiatives, such as sustainability enhancements, energy efficiency audits, technology integrations (e.g., smart building systems), seasonal preparations, and community asset maintenance (e.g., pools, fitness centers, landscaping)., • Analyze maintenance data to identify trends, recommend improvements, and contribute to long-term asset management strategies., • Facilitate unit turnovers and move-ins by overseeing inspections, repairs, and enhancements to meet high-end expectations., • Promote a culture of safety through regular training, risk assessments, and adherence to OSHA and EPA guidelines., • Regularly prepare and present formal updates with detailed information to the Association Board of Directors and residents in meetings., • Perform or oversee minor electrical, plumbing, painting, carpentry, and masonry work as needed, using appropriate tools and ensuring tasks align with cost-minimization goals., • Work directly with the management company, on-site staff, vendors, and the Association Board of Directors to provide support and guidance for operational obligations and fiduciary duties., • Provide extraordinary service to all residents, addressing matters in a timely and professional manner. Required Qualifications: • Associate's degree or higher in facilities management, engineering, or a related field; technical or vocational training in building systems preferred., • 5+ years of experience in building maintenance, with at least 3 years in a supervisory or managerial role within luxury residential properties, condominiums, or homeowner associations., • Advanced certifications, such as Certified Facility Manager (CFM), EPA Universal Certification for HVAC, OSHA 30-hour safety training, or relevant trade licenses (e.g., electrical or plumbing); a certificate in building maintenance or a relevant field is a plus., • Demonstrated expertise in mechanical, electrical, plumbing, HVAC, hydraulic, and other systems, with a track record of managing complex repairs and installations., • Information Technology knowledge, including computer systems and access control systems., • Ability to lift and carry items up to 50 lbs., climb ladders, and work in various physical conditions, including confined spaces, while delegating hands-on tasks as appropriate; good physical condition and strength with willingness to work overtime if needed., • Valid driver's license and reliable transportation for on-site oversight and occasional off-site coordination., • Proven leadership in customer service, with discretion and professionalism in high-end resident interactions., • Proficiency in maintenance management software (e.g., Yardi, AppFolio), budgeting tools, and diagnostic equipment., • Flexibility to work occasional evenings, weekends, or on-call shifts for emergencies and team support., • Commitment to ethical practices, safety, and fostering an inclusive team environment. Requirements and Demands – Common Physical / Mental Activities • Advanced problem-solving and analytical skills to diagnose issues, forecast needs, and implement strategic solutions independently or with the team., • Strong leadership and interpersonal abilities to motivate staff, communicate effectively with residents, executives, and vendors in a luxury context, and resolve conflicts diplomatically., • Expertise in time management and prioritization to handle multiple projects in a dynamic environment while maintaining precision and quality., • In-depth knowledge of building maintenance best practices, including emerging technologies like IoT-enabled systems, energy management software, and sustainable practices aligned with California's green building standards (e.g., Title 24 energy codes)., • Proficiency with advanced tools, equipment, and software for maintenance planning, such as CMMS (Computerized Maintenance Management Systems), BIM (Building Information Modeling), and data analytics platforms., • Ability to interpret complex blueprints, schematics, technical manuals, and regulatory documents for accurate oversight of repairs, upgrades, and compliance., • Robust physical stamina and manual dexterity for occasional hands-on involvement, combined with strategic oversight to ensure team efficiency; includes standing, walking, sitting, reading, stooping, climbing ladders, crawling in low spaces, heavy lifting/moving, and operating computers/heavy equipment., • Exceptional reliability and attendance to maintain seamless operations and respond to urgent needs., • Financial acumen for budget development, cost control, and ROI analysis on maintenance investments., • Conflict resolution and negotiation skills to manage resident expectations, vendor disputes, and team dynamics effectively., • Comprehensive familiarity with California-specific regulations, including property maintenance codes, seismic safety requirements, ADA compliance, and environmental sustainability mandates., • Strong management skills to effectively lead a team, along with clerical, basic math, analytical, judgment, problem-solving, and decision-making abilities., • Ability to present detailed information to large groups in formal Board meeting settings., • Working knowledge of tools, common appliances, devices, maintenance processes, schedules, and methods., • Clear speech, hearing/listening, reading, and writing skills for effective communication. What we offer: • Health insurance, • Dental insurance, • Vision insurance, • Life insurance, • Paid time off (vacation, holiday, sick, birthday, community service), • 401(k) availableRequirements: Prior experience in Engineering Management and oversight experience HOA or Luxury high-rise CMCA or AMS designation desired

Job Description We offer a hybrid work environment. Most US-based positions can also be performed remotely (any exceptions will be noted in the Minimum Qualifications below.) Our Mission: To actively connect people to their next great opportunity. Who We Are: ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, the company actively connects millions of all-sized businesses and job seekers through innovative mobile, web, and email services, as well as through partnerships with the best job boards on the web. ZipRecruiter has the #1 rated job search app on iOS & Android. Summary: We are looking for a highly motivated, collaborative go-getter who likes to work and play hard! The ideal Sr. National Account Advisor, Staffing candidate will have 7+ plus years experience selling into top 100 Staffing Firms. You are driven, well-organized, passionate, love to win and have previous success building strong relationships with executives at staffing firms in a fast paced environment. This role is 100% remote. Key Focuses: • Contract negotiations and closing, • Aggressively prospect, identify, qualify, and develop a sales pipeline, • Quickly build strong and effective relationships with V and C levels, • Conduct face to face visits, live product demonstrations and webinars when appropriate, • Meet and exceed quarterly goals, • Cold calling new and potential staffing accounts, • Manage relationship with existing accounts to retain and grow revenue, • Prepare sales material, presentations, and demonstrations for key accounts and prospective customers, • Up to 50% travel, • Have a Hunter mentality, • Other duties as assigned, • This role is 100% remote Minimum Requirements: • Bachelor degree or equivalent experience, • 7+ years working with staffing companies in an enterprise role, • Experience working with SalesForce or a similar CRM, • B2B, B2C sales experience preferred, • Track record of meeting, exceeding goals, quotas, • High need for achievement and competition, loves to compete and win Preferred Qualifications: • Flexible and open to change in a fast paced environment, • Proven track record of hitting and exceeding quota, • Successful experience closing new logo accounts and grow existing business, • Self-motivated with a strong ability to solve business issues and work independently as well as within a team, • Excellent communication, organizational and time management skills, • Passion to sell pay-for-performance solutions and subscriptions in a competitive marketplace, • Out-going and dynamic personality with the ability to easily build rapport and establish relationships, • Has a fiduciary responsibility to the organization and can be trusted to always represent the company in a professional manner, • Exceptional written, verbal, phone and presentation skills As part of our team you'll enjoy: • Competitive salary, • Exceptional benefits package, • Flexible Vacation & Paid Time Off, • Employer-matched 401(k) plan, • A fun environment where work-life balance is valued #LI-Remote The US base salary for this full-time position is $90,000.00 USD plus eligible commission. Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits. ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or genetics. Privacy Notice: For information about ZipRecruiter's collection and processing of job applicant personal data for this job, please see our Privacy Notice at: https://www.ziprecruiter.com/careers/job-applicant-privacy-notice

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job DescriptionCompany Description You may know us as FIJI Water, POM Wonderful, Justin Wine, Teleflora and Halos Citrus, but we’re all Wonderful – and we have a great opportunity for a Sr. Director, Health Plan and Benefits. We’re looking to make the world a healthier place through an uncompromising commitment to the well-being of our employees and their families. We foster a collaborative workforce that encourages an entrepreneurial spirit and openness to change. The Sr. Director, Health Plan and Benefits serves as the strategic leader responsible for the design, delivery, governance, and continuous improvement of The Wonderful Company’s benefits and wellness programs, including a large, complex self funded health plan covering more than 10,000 members as well global policies for employees in 25+ countries. We operate an innovative model for employees and families in California’s Central Valley built around a network of integrated primary care clinics and are constantly evaluating ways to further expand this model. This leader ensures programs are financially sustainable, market competitive, operationally excellent, and aligned with business goals, employee needs, and organizational values. This role drives strategy across a diverse set of businesses and acts as a trusted advisor to executives. The Sr. Director partners closely with the Chief Medical Officer, Total Rewards leadership, HR, IT, Payroll, and external partners to optimize plan performance, enhance employee experience, and strengthen our ability to attract and retain top talent. This position will be based at our West Los Angeles, CA office. We work a hybrid schedule with an in-office requirement Monday-Wednesday and the option to work remotely on Thursday and Friday. Job Description Benefits Strategy & Program Leadership • Lead strategy, design, implementation, and ongoing management of all employee benefit programs, including medical, dental, vision, pharmacy, life, disability, wellness, and other ancillary benefits., • Drive innovation in healthcare delivery and benefits offerings, including evaluating and implementing direct contracting opportunities with providers in key regions., • Develop and execute a multi‑year benefits strategy that aligns with organizational goals, cost‑management strategies, and employee value propositions., • Manage global benefits for our international employees in 25+ countries, • Partner with the Chief Medical Officer to evaluate population health trends and make data‑driven recommendations. Financial Management & Cost Stewardship • Own the financial strategy and performance of the self‑funded health plans, including budgeting, forecasting, reserve analysis, and annual rate setting., • Conduct financial modeling for health plan initiatives, wellness programs, vendor proposals, and plan design changes., • Evaluate and recommend funding strategies such as stop‑loss optimization, captives, and alternative risk arrangements. Governance, Compliance & Risk Management • Lead fiduciary oversight activities and adherence to ERISA requirements., • Manage plan documentation, including Summary Plan Descriptions, amendments, SBCs, 1095‑C reporting, and annual Form 5500 filings., • Oversee compliance with federal, state, and local benefits laws (such as: ACA, HIPAA, COBRA, FMLA, Section 125, MHPAEA, etc.)., • Maintain audit readiness and mitigate compliance risks through proactive monitoring and internal controls. Vendor, Broker & Partner Management • Lead vendor strategy, including selection, negotiation, performance management, and continuous improvement across carriers, TPAs, PBMs, wellness vendors, and consultants., • Conduct and manage RFPs for major programs ensuring service quality, cost competitiveness, and alignment with benefit strategy., • Establish and monitor vendor SLAs, KPIs, and scorecards to ensure high‑quality service delivery. Benefits Technology & Operations • Oversee benefits administration platforms, HRIS integrations, and related systems to ensure accurate, efficient, and user‑friendly employee experience., • Lead the Open Enrollment process, including system configuration, testing, communications, and post‑implementation analysis., • Evaluate and implement new technologies. Employee Experience, Communications & Change Management • Lead comprehensive benefits communication strategies that ensure clarity, accessibility, and high engagement across diverse employee populations., • Develop manager and employee training, educational materials, and year‑round communication campaigns., • Ensure programs support health equity, inclusion, and accessibility. Wellness & Population Health Management • Develop and execute wellness strategies that improve preventive care, chronic condition management, mental health accessibility, and behavioral health support., • Partner with the Chief Medical Officer and data teams to monitor health trends and improve population outcomes. Leadership & Team Development • Lead, develop, and manage a high‑performing team with a focus on coaching, talent development, and organizational effectiveness., • Foster a culture of collaboration, continuous improvement, and operational excellence.Qualifications, • 10–15+ years of progressive experience in benefits, including at least 5+ years leading a benefits function for an organization with 5,000+ employees., • Experience overseeing a self‑funded health plan is required., • Experience with direct contracting with hospitals is required., • Bachelor’s degree in Human Resources, Business, Finance, or a related discipline preferred., • Advanced certifications (CEBS, CBP, SPHR) a plus., • Experience leading benefits programs through large‑scale change, technology implementations, or M&A strongly preferred., • Deep expertise in benefits design, self‑funded plan management, ERISA, ACA, and other regulatory frameworks., • Strong financial acumen with the ability to model scenarios, manage large budgets, and interpret complex healthcare data., • Executive presence with ability to influence senior leadership and drive enterprise‑wide decisions., • Proven capability to negotiate complex vendor contracts and manage high‑value vendor relationships., • Highly collaborative, with strong communication and interpersonal skills across diverse teams., • Strategic thinker who can operate both at the vision level and with hands‑on execution., • Ability to thrive in a fast‑paced, dynamic environment with changing priorities., • Ability to attract and recruit top talent, motivate the team, delegate effectively, celebrate diversity within the team, and manage performance; widely viewed as a strong developer of others., • A leader who is self-reflective and aware of their own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement by being open to feedback and self-improvement. Salary: $220,000-$260,000 and may include a discretionary bonus. Final compensation will be dependent upon skills & experience. Additional Information • Thriving Wellness Community: Access to top-notch medical coverage comprehensive vision and dental plans, and a 401k with match eligibility to secure your financial future and including:, • 24/7 online physician consultations, • virtual mental health resources, • life coaching, • engaging employee community groups, • cash rewards for healthy habits and fitness reimbursements, • library of on-demand fitness videos, • Career Advancement Opportunities: Unlock your potential with clear paths for career progression and internal mobility across our diverse family of brands and business units., • Focused Learning and Development: Grow as a leader with our dedicated Learning and Organizational Development department, offering extensive resources like People Manager and leadership training, webinars, and eLearning courses., • Empowering Mentorship Program: Connect with colleagues through our company-wide mentorship program to share goals, overcome challenges, and drive your career forward., • Continuous Improvement Training: Participate in training that empowers all employees to learn and implement concepts that drive significant, positive change in the workplace., • Building a Healthy Society: To date, our co-Founders Lynda and Stewart Resnick, through their foundations and The Wonderful Company, have invested more than $2.5 billion in education, health and wellness, community development, and sustainability initiatives across California’s Central Valley, Fiji, and the world. In 2025, Wonderful ranked as #1 in PEOPLE’s “100 Companies That Care” list and was named one of Fortune magazine’s 100 Best Companies to Work For. To learn more about our corporate social responsibility efforts, visit csr.wonderful.com., • Giving Back to the Community: Make a difference with Wonderful Giving, allowing you to allocate company-provided funds to up to three charities of your choice, and join Wonderful Neighbor to contribute to group service projects within our local communities. Headquartered in Los Angeles, The Wonderful Company is a privately held $6 billion company dedicated to harvesting health around the world through its iconic consumer brands. The company’s 10,000 employees worldwide are committed to bringing consumers everywhere the freshest, most wholesome pistachios, citrus and pomegranates; bottling the finest water and wines; and creating colorful bouquets that are sure to touch the heart. This commitment is reflected in the company’s market share: Wonderful Pistachios® is America’s No. 1 tree nut and America’s fastest-growing snack; Wonderful® Halos® is the No. 1 mandarin orange in America; POM Wonderful® is the No. 1 100% pomegranate brand in America; FIJI® Water is America’s No. 1 premium imported bottled water brand; JUSTIN® Wine has the No. 1 Cabernet Sauvignon in California; and Teleflora® is the world’s leading floral delivery service. The Wonderful Company’s connection to consumers has health at its heart and giving back at its core. The company has a long-standing commitment to corporate social responsibility, including more than $1 billion invested in environmental sustainability; $65 million in charitable giving, education initiatives, and innovative health and wellness programs each year; and $143 million toward the construction of two charter school campuses in California’s Central Valley. To view the current Corporate Social Responsibility report, visit www.wonderful.com/csr. To learn more about The Wonderful Company, its products and its core values, visit www.wonderful.com, or follow us on Facebook, Twitter and Instagram. The Wonderful Company is an Equality Opportunity Employer that provides opportunities for advancement. We are committed to creating a diverse workforce that embodies a deep culture of acceptance, equity, and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories. #LI-Hybrid EEO is the law - click here for more information

Job Description Courtroom Champion Wanted! Location: Orange County Ready to dominate the courtroom? We're seeking a fearless Litigation Associate who lives for the thrill of legal combat and knows how to win when everything's on the line! Your Legal Arsenal We need a courtroom warrior with: 4+ years of broad-based litigation experience Research & analytical superpowers - you find what others miss Drafting excellence - your briefs are works of art Meticulous attention to detail - perfection is your standard Verbal communication mastery - you command the room California Bar admission (absolutely required) Outstanding academic record (your law review days prepared you well!) Battle-Tested Skills: • Motion practice expertise (you argue like a champion!), • Deposition mastery (taking AND defending like a pro), • Trial preparation excellence (ready for the big stage) Bonus Experience: • Large law firm background preferredYour Litigation Battlefield Prepare to excel in high-stakes Commercial Litigation including: Breach of Contract Wars - When deals go wrong, you make it right Tortious Interference Claims - Protect business relationships Fiduciary Duty Battles - Defend trust and loyalty Complex Business Disputes - Navigate corporate conflicts High-Value Settlements - Negotiate outcomes that win Discovery Warfare - Uncover the smoking guns Why This Role is Your Victory Lap Diverse Case Portfolio - Every day brings new challenges Intellectual Combat - Match wits with the best attorneys Courtroom Action - Where your skills truly shine Career Fast-Track - Accelerate your path to litigation stardom Client Relationships - Build trust when stakes are highest Win-Loss Record - Build a reputation that precedes you Orange County Advantage Work where business meets paradise! Orange County offers: • Thriving business community with Fortune 500 companies, • World-class quality of life (beach breaks between depositions!), • Dynamic economy spanning tech, real estate, and entertainment, • Sophisticated legal market with complex, high-value casesThe Compensation Victory Base Salary Range: $250,000 - $275,000 annually Total Compensation Potential: $385,000 - $425,000+ (For associates meeting performance standards including 1,900+ billable hours) Champion Rewards: • Performance bonuses that scale with your wins, • Business development bonuses for rainmakers, • Merit-based advancement opportunities Ready to Enter the Arena? This isn't just another litigation job - it's your chance to become a courtroom legend! You'll face the most challenging commercial disputes, craft arguments that change outcomes, and stand before judges knowing you're prepared for battle. Your Days Will Include: • Drafting motions that opposing counsel fears, • Taking depositions that crack cases wide open, • Arguing before judges who respect your preparation, • Conducting discovery that uncovers hidden truths, • Negotiating settlements that protect your clients, • Preparing for trials that could change everything You'll Handle Cases Involving: • Multi-million dollar contract disputes, • Corporate betrayals and fiduciary breaches, • Business relationship interference claims, • Complex commercial conflicts that make headlines If you're ready to: • Dominate in high-stakes commercial litigation, • Develop cutting-edge legal strategies, • Build a reputation as a fearless advocate, • Fast-track your litigation career Then step into the ring and show us what you've got! To apply for this position, please send your resume and cover letter to [email protected]

Job Description Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, every day is an opportunity to make a difference in someone's life. Whether it is helping residents call one of our communities home, providing excellence in customer service, or championing our workforce, we are committed to creating an unforgettable experience as a great place to live, work, and be. The Role: This Senior Community Manager role oversees the community in an efficient and profitable manner through fostering an environment of satisfaction and well-being by residents and associates, consistent with the goals and objectives of the company and community owners. The incumbent in this role must possess a high degree of professionalism and positive engagement for our residents and the workforce. • An Aptitude for Connecting - Must possess a strong sense for creating a sense of community, as well as the drive to go the extra mile to create a positive experience for all residents and staff. Your success and purpose are driven by the relationships that you build within your communities including vendor partners and regulatory and social services partnerships. This includes adopting a collaborative approach to create consistently favorable circumstances that foster success and effectiveness for the Organization and the communities., • An Authentic Attitude - Consistently demonstrate an open and professional attitude and approach when accessing and resolving resident and staff concerns. This Includes, but Is not limited to, seeking resources throughout the organization via the organizations' support services and senior leadership., • An Approach that is positive and Professional - Consistently demonstrate an approach of active listening and understand that your participation and support are integral to the success of Avanath, ensuring that each resident and staff feel seen, heard and valued as you and the staff work to resolve challenges. Qualifications • LIHTC/Tax Credit program experience required, • 5–7 years of experience in the property management industry, • 5–7 years of experience as a Senior Community Manager/Property Manager, preferably with multi-site or regional-level exposure, • Demonstrated ability to effectively resolve resident concerns and prevent escalation, • Proven leadership experience with the ability to manage, mentor, and support teams, • Strong interpersonal, verbal, and written communication skills, • Ability to interact professionally with senior leadership, • Strong time management skills with the ability to work under pressure and meet deadlines, • Professional presentation and demeanor, • Proficiency in Microsoft Office (Word, Excel, PowerPoint), internet, and email Key Accountabilities • Resident Relations + Customer Service, • Ensure a positive experience for the entire resident life-cycle - from move-in to move-out., • Implement system for providing all necessary services to residents, including the immediate acknowledgement and prompt action to correct complaints., • Serve as advocate for residents by effectively communicating concerns to senior leadership., • Function as a resource center for residents on all things that affect and may disturb their community-living experience., • Responsible for all resident events and retention programs, • Refer residents as necessary to appropriate services and agencies that offer assistance., • Maintain a secure confidential file for each resident., • Fiduciary, • At all times, must understand the current financial health of assigned community by regularly reviewing community budget comparison., • Produce financial growth or gains for the community through marketing and leasing new and turnover residential units, as well as additional lines of revenue., • Manage and execute all budgets, rent rolls, projections and occupancy goals., • Implement a system to achieve 0% rent delinquency., • Prepare and produce monthly reports and financials in an accurate and timely fashion., • With Regional Manager, prepare Property Annual Operating Budget, • Prepare and submit subsidy vouchers (when applicable), • Oversee large capital projects and communicate between multiple departments (when applicable), • Staff Leadership, • Challenge all team members to achieve higher levels of performance by establishing and communicating immediate and long-term goals., • Coordinate and oversee on-site operations including budget implementation, compliance matters, vendor relationships, contractor workmanship, rent collections, accounts payable, etc. to ensure smooth operations of the property., • Promote high-performing team execution through regular feedback, training and development., • Empower collaboration and inclusivity, building trust and transparency., • Demonstrate effective communication skills and help ensure active communication with residents, community, agencies, owners and team members., • Regularly assess employee performance through on-the-spot feedback and the performance review process, • Recognize team members when performance has met or exceeded company expectations; manage poor performing team members by establishing clear expectations., • Respond to any team member's concern, maintenance condition, resident problem, breach of security, and/or emergency., • Create and supervise the schedules of all personnel to ensure maximum operational efficiency., • Ensure the community's curb appeal is immaculate at all times., • Adherence to Property Management Rules, Regulations and Guidelines, • Conduct all business in accordance with company policies and procedures, Fair Housing, Americans with Disabilities Act, and all other laws pertaining to the apartment industry., • Meet compliance and eligibility requirements as established by the appropriate local, state and/or federal agencies., • Ensure proper procedures are followed as detailed in the employee and management handbooks., • Respond to any potential housing violations and liability concerns regarding the community., • Seek approval and guidance from the Regional Manager within specified parameters. Physical Demands & Working Conditions • The incumbent in this is classified as essential staff and is expected to report to work and adhere to all safety and business protocols., • Frequent sitting and walking., • Travel within the region and to other business offices and events via airline, trains and automobiles., • Repetitive use of computer, keyboard, mouse, and phone., • Reading, comprehending, writing, performing calculations, communicating verbally., • May work in an elevated site, may walk on uneven ground., • Occasional squatting, bending neck/waist, twisting neck/waist, pushing, and pulling. How Avanath Supports You We know that our teams are the heart of our success and growth, and we are committed to showing our appreciation. We offer: • Culture Built on Purpose and Core Values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement., • Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more!, • Retention Bonus – $7,000 paid upon successful completion of 12 months of employment., • Growth that is based on achievement and an emphasis on promoting from within our ranks versus just external candidates., • Development – a commitment to creating opportunities to learn and expand your knowledge in the industry from online training platforms to training classes to one-on-one coaching. Diversity & Inclusion Avanath Capital is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Our human capital is the most valuable asset we have, and Diversity, equity, and inclusion ("DEI") are at the very core of Avanath's operating and investment philosophy. We believe that bringing together people with diverse thoughts, backgrounds, talents, and experiences at all levels of our organization, including the executive team, enables us to proactively and creatively achieve our mission to enable opportunities for hard-working American families. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent that our employees invest in their work represents a significant part our culture, our reputation and our achievements. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Our organization's diversity initiatives include—but are not limited to—our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions; transfers; and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces: + Respectful communication and cooperation between all employees. + Teamwork and employee participation, permitting the representation of all groups and employee perspectives. + Work/life balance through flexible work schedules to accommodate employees' varying needs. + Employer and employee contributions to the communities we serve to promote a greater understanding and respect for diversity. Compensation Range Compensation Range$110,000—$110,000 USD

Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what you do best: meeting with clients, analyzing their situation, and delivering thoughtful, high-level advice? We are a growing, retirement-focused financial firm looking for a licensed advisor to step into an established client base and provide exceptional service, planning, and guidance to our clients. What We Will Do For You: • Provide you with an existing client base—no need to build from scratch, • Eliminate the need for cold prospecting, • Offer a steady flow of client meetings and engagement opportunities, • Provide a clear compensation structure that rewards both client service and growth through referrals, • Give you the support of a full team (marketing, operations, leadership), • Provide systems, processes, and tools to help you succeed, • Allow you to focus on advice, relationships, and long-term planning Compensation: • $90,000 – $110,000 base salary (depending on experience and qualifications) plus commission, • 401(k) matching What You Will Do For Us: • Proactively reach out to clients and schedule meetings (phone, Zoom, in-person), • Conduct in-depth financial reviews to fully understand each client’s situation, • Identify gaps, risks, and opportunities within their retirement plan, • Deliver clear, thoughtful recommendations aligned with client goals, • Educate clients on strategies related to retirement income, risk, and planning, • Build strong relationships that lead to long-term trust and retention, • Maintain accurate notes and follow-up within our CRM Referral Expectations (Core Part of the Role): • Consistently ask for referrals as part of your client meetings and ongoing relationships, • Identify opportunities to expand relationships within existing households, • Treat referral generation as a primary responsibility, not a secondary activity, • Contribute directly to firm growth through client introductions, • Be compensated for successful referrals and relationship expansion, • (We have a structured and proven referral program in place that makes generating referrals natural and easy) What You Bring: • Active licensing required: Series 7 and 66, OR Series 65, OR otherwise qualified to act in a fiduciary capacity as an Investment Advisor Representative (IAR), • Strong understanding of retirement planning and investment fundamentals, • Confidence in leading client conversations and presenting recommendations, • Ability to analyze financial situations and translate into actionable advice, • A client-first mindset with a high level of professionalism, • Strong communication and relationship-building skills Who This Role Is Perfect For: • Advisors who enjoy servicing and advising, not cold prospecting, • Advisors who want to work with existing clients rather than build from zero, • Advisors who are comfortable being proactive about referrals, • Advisors who want to grow their income by deepening relationships, • Advisors who value stability, structure, and supportCompany DescriptionIf you’d enjoy working in a fast-paced yet supportive environment at a small privately owned firm, we’d love to talk to you about joining our team!If you’d enjoy working in a fast-paced yet supportive environment at a small privately owned firm, we’d love to talk to you about joining our team!

Job Description PROGRAM OFFICER, YOUNG ADULTS FORWARD FUND WHITTIER TRUST ABOUT YOUNG ADULTS FORWARD FUND Whittier Trust is a leading multi-family office dedicated to providing investment management, fiduciary services, and philanthropic advisory services to individuals and families committed to long-term impact. Through its Philanthropic Services division, Whittier Trust partners with donor families to design, implement, and manage strategic giving that drives measurable social change. The Young Adults Forward Fund (YAFF) is a philanthropic initiative focused on improving outcomes for young adults ages 18–30 in Los Angeles County, particularly those transitioning from child welfare and criminal justice systems. The Fund advances housing stability, economic mobility, and mental wellness through a combination of grants, program-related investments, partnerships, and research. Its work is grounded in the belief that all young adults deserve the opportunity to thrive. Guided by values of collaboration, innovation, and integrity, the Fund works with nonprofit organizations, public agencies, and community partners to create scalable solutions that expand affordable housing, strengthen workforce pathways, and increase access to mental health support. POSITION OVERVIEW The Program Officer plays a central role in advancing the strategy and operations of the Young Adults Forward Fund. This role is responsible for identifying, evaluating, and managing a dynamic portfolio of grants and program-related investments that expand housing opportunities and economic pathways for transition-age youth (TAY). The Program Officer will actively source innovative and high-impact projects, particularly those that create or preserve affordable housing opportunities for young adults experiencing or at risk of homelessness. The ideal candidate brings strong familiarity with the affordable housing ecosystem and is comfortable engaging with financial concepts such as capital stacks, development budgets, and project feasibility. Reporting to the Vice President of Philanthropic Services, the Program Officer will manage a complex portfolio of grantees and investments while cultivating new partnerships and opportunities that advance the Fund's mission. The role requires strong financial acumen, rigorous due diligence skills, and the ability to manage multiple priorities in a responsive, fast-paced environment. This position is well-suited for a candidate who combines analytical rigor with sound judgment and initiative, someone who enjoys identifying promising ideas, building partnerships across sectors, and translating strategy into tangible impact. The successful candidate will be organized, detail-oriented, and passionate about mission-driven work that improves outcomes for young adults across Los Angeles County. ROLES & RESPONSIBILITIES Strategic Leadership & Portfolio Development • Consistently source and cultivate new investment and grantmaking opportunities that expand affordable housing and supportive services for transition-age youth., • Identify innovative projects, partnerships, and organizations that align with the Fund's mission and have potential for meaningful scale and impact., • Maintain deep expertise in the affordable housing development landscape, including understanding financing structures, development timelines, and key stakeholders., • Build and manage a diverse portfolio of grants and program-related investments, ensuring alignment with strategic objectives and measurable outcomes., • Communicate portfolio progress, emerging opportunities, and strategic insights to the Philanthropic Services team and donor partners. Grantmaking & Philanthropic Investment Management • Conduct rigorous due diligence on funding opportunities, including reviewing proposals, financial statements, capital structures, and organizational sustainability., • Apply financial analysis and sound judgment to evaluate projects, including program-related investments and philanthropic loans., • Develop clear and compelling funding recommendations supported by financial and programmatic analysis., • Oversee grant agreements, reporting requirements, and payment processes while maintaining strong relationships with grantee partners., • Monitor multiple grants, investments, and strategic initiatives simultaneously while ensuring strong oversight, compliance, and performance tracking. Strategy Development & Implementation • Support the implementation of the Young Adults Forward Fund's mission and strategic priorities., • Track portfolio performance against defined outcomes and contribute insights that inform ongoing strategy refinement., • Conduct research and market analysis to identify emerging trends and opportunities in affordable housing, workforce development, and youth-serving systems., • Translate research and sector insights into actionable strategies that inform the Fund's grantmaking and investment decisions. Partner Relations & Community Engagement • Build and maintain strong relationships with nonprofit organizations, housing developers, community development financial institutions (CDFIs), funders, and government partners., • Engage with sector leaders and community stakeholders to identify promising projects and strengthen the broader ecosystem supporting young adults., • Represent the Fund in collaborative initiatives, convenings, and community events., • Serve as a trusted thought partner to grantees and partners working at the intersection of housing, economic mobility, and youth services., • Engage partners with professionalism and thoughtful inquiry, balancing relationship-building with careful assessment of programs and impact. Research, Convening & Special Projects • Conduct and manage research initiatives that support the Fund's strategic priorities., • Design and facilitate convenings that bring together stakeholders across sectors to advance collective solutions., • Lead special initiatives that support innovation and systems-level change., • Support knowledge sharing across the philanthropic and nonprofit sectors. QUALIFICATIONS • Bachelor's degree required, master's degree in public policy, nonprofit management, urban planning, finance, social work, or a related field preferred., • A minimum of 5 –7 years of experience managing mission-driven programs, investments, or strategic initiatives within philanthropy, housing, community development, or related sectors., • Demonstrated experience sourcing and evaluating projects related to affordable housing or homelessness solutions., • Proactive and opportunity-oriented, with the ability to identify and cultivate promising initiatives., • Experience working with or alongside housing developers, community development organizations, or CDFIs strongly preferred., • Familiarity with housing finance, capital stacks, program-related investments, or philanthropic lending is highly valued, as is an understanding of the systems that impact housing access and homelessness among transition-age youth., • Strong financial analysis skills, including the ability to evaluate nonprofit financial statements, project budgets, and investment opportunities., • Experience assessing risk and impact within complex funding structures., • Highly organized with the ability to manage multiple grants, investments, and projects simultaneously while maintaining attention to detail., • Passionate about mission-driven work that improves housing stability, economic mobility, and well-being for young adults., • Commitment to collaboration, innovation, and equity., • Strong written and verbal communication skills. COMPENSATION & BENEFITS The salary range for this role is $130,000 - $165,000 with a up to 15% bonus based on firm and individual performance As a Whittier Trust employee, you receive a generous benefits package including: • Comprehensive Health Coverage: Medical (PPO & HSA options), dental, and vision plans to fit your needs, • Employer-Paid Benefits: Company-paid life insurance, AD&D coverage, and long-term disability, • Tax-Advantaged Savings: Health Savings Account (with employer contributions), Flexible Spending Accounts, and commuter benefits, • Mental Health & Wellness: Access to counseling, therapy, wellness coaching, and virtual care resources, • Additional Protection Options: Voluntary benefits, including supplemental life, accident, critical illness, and legal services, • Work-Life Balance: Generous paid time off, sick leave, and up to 12 weeks of paid parental leave, • Professional Development: Tuition reimbursement, mentorship programs, and access to on-demand learning Young Adults Forward Fund is an Equal Opportunity Employer and encourages applications from qualified individuals regardless of race, religion, national origin, sexual orientation or different ability. Envision Consulting was retained by Young Adults Forward Fund to conduct the search for their incoming Program Officer. Envision Consulting was retained by Young Adults Forward Fund to conduct the search for their incoming Program Officer. Applicants needing accommodation for any part of the application process may contact Envision Consulting at 626.889.7905 to request and arrange for assistance.

Job Description Direct Counsel is seeking a Commercial Litigation Associate to join a distinguished Los Angeles law firm. Job Title: Litigation Associate Location: Los Angeles, CA Practice Area: Litigation Job Type: Associate Experience Level: 4+ years Bar Requirement: Admission to the California Bar Position Overview: Direct Counsel is representing a respected law firm in Los Angeles seeking an experienced Litigation Associate with at least 4 years of broad-based litigation experience. The ideal candidate will have strong research, analytical, and drafting skills, along with experience in all aspects of litigation, including motion practice, depositions, and trial preparation. Responsibilities: Handling a diverse caseload involving commercial litigation, including matters related to breach of contract, tortious interference with contract, and breach of fiduciary duty. Arguing motions, taking and defending depositions, and preparing cases for trial. Collaborating with senior attorneys and clients to develop and execute effective litigation strategies. Managing all stages of litigation, from pre-trial discovery through to trial and appeal. Working on intellectual property-related litigation is a plus. Qualifications: At least 4 years of broad-based litigation experience. Strong experience in commercial litigation, including breach of contract, tortious interference with contract, and breach of fiduciary duty. Experience in intellectual property litigation is desirable. Excellent research, writing, and analytical skills. Strong verbal and interpersonal communication skills. Admission to the California Bar. A strong academic record is required. Compensation: The expected base salary for this position ranges from $250,000 to $275,000 annually, depending on qualifications and experience. Associates who meet the firm’s performance standards (including billing at least 1,900 hours) can expect total compensation (base salary plus a discretionary bonus) ranging from $385,000 to $425,000. The discretionary bonus may increase based on hours billed and collected in excess of 1,900 hours. Additionally, the firm provides an extra bonus for work originated by associates.

Job Description Overview Avanath is proud to be named one of the top property management companies that provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, every day is an opportunity to make a difference in someone's life. Whether it is helping residents call one of our communities home, providing excellence in customer service, or championing our workforce, we are committed to creating an unforgettable experience as a great place to live, work, and be. The Role: This role is responsible for assisting in all operational duties of the Community Manager, including reporting, rent processing, leasing, marketing, and overseeing the community and associates in the Community Manager's absence. The incumbent in this role must possess a high degree of professionalism and positive engagement for our residents and the workforce. • An Aptitude for Connecting - Must possess a strong sense for creating a sense of community, as well as the drive to go the extra mile to create a positive experience for all residents and staff. Your success and purpose are driven by the relationships that you build within your communities, including vendor partners, regulatory, and social services partnerships. This includes adopting a collaborative approach to create consistent, favorable circumstances that foster success and effectiveness for the Organization and the communities., • An Authentic Attitude - Consistently demonstrate an open and professional attitude and approach when accessing and resolving resident and staff concerns. This includes, but is not limited to, seeking resources throughout the organization via the organization's support services and senior leadership., • An Approach that is positive and Professional - Consistently demonstrate an approach of active listening and understand that your participation and support are integral to the success of Avanath, ensuring that each resident and staff member feels seen, heard, and valued as you and the staff work to resolve challenges. Qualifications • 2+ years' experience as an Assistant Community Manager., • LIHTC/Tax Credit Program Knowledge required., • Equipped with excellent communication skills and an unmatched dedication to customer service., • Solid track record of bookkeeping and rent collection., • Thorough understanding of landlord/tenant law., • Strong Understanding of Fair Housing Laws., • Superior interpersonal skills: ability to get along with diverse personalities; tactful; mature, flexible., • Resourceful and organized., • Solid computer knowledge, Windows (Word, Excel), internet, and e-mail., • Working knowledge of Yardi Voyager Property Management software. Key Accountabilities + Resident Relations + Customer Service • At all times, regardless, provides A+ customer service., • Manages and promotes resident satisfaction and retention by responding to complaints, questions, and requests in a timely manner, and taking appropriate action to resolve and address service issues., • Functions as a resource center for residents on all things that affect and may disturb their community-living experience and ability to make timely rent payments., • Organizes and executes resident appreciation and retention events., • Maintains a secure, confidential file for each resident., • Answering phones, greeting walk-ins, and handling foot traffic., • Assist with leasing job duties, including touring prospective residents. + Fiduciary • Handles all the monies of the property. Collects, posts, and deposits rents/security deposits and other community income., • Reviews resident files and ledger records to determine unpaid and/or late fees owed, communicates with residents regarding outstanding balances, implements procedures for collecting on delinquencies, and enforces the lease agreements., • Assist with Monthly Projection Reporting, inspect vacancies, make-ready apartments, and models. Inspects the property for community policy violations, needed repairs, and overall landscaping., • Meets regularly with Community Manager and Regional Manager to discuss community performance., • Other duties as assigned by Community Manager. + Staff Leadership • Maintains a service-oriented environment by always exhibiting a professional appearance and attitude., • Oversees property operations and staff in Community Manager's absence., • Support Leasing Consultants in the leasing of apartments and ensure that Fair Housing guidelines are followed., • Under the direction of the Compliance department and the Community Manager, manages compliance file maintenance, where applicable. + Adherence to Property Management Rules, Regulations, and Guidelines • Conduct all business in accordance with company policies and procedures, Fair Housing, Americans with Disabilities Act, and all other laws pertaining to the apartment industry., • Under the direction of the Compliance department and the Community Manager, manages compliance file maintenance, where applicable., • Follows the Company's established procedures related to evictions by following proper notice requirements, evicting residents, and representing the property as required in court hearings and eviction proceedings. Physical Demands & Working Conditions • The incumbent in this position is classified as essential staff and is expected to report to work and adhere to all safety and business protocols., • Frequent sitting and walking., • Repetitive use of the computer, keyboard, mouse, and phone., • Reading, comprehending, writing, performing calculations, and communicating verbally., • May work in an elevated site, may walk on uneven ground., • Occasional squatting, bending neck/waist, twisting neck/waist, pushing, and pulling. How Avanath Supports You We know that our teams are the heart of our success and growth, and we are committed to showing our appreciation. We offer: • Culture Built on Purpose and Core Values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement., • Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more!, • Growth that is based on achievement and an emphasis on promoting from within our ranks versus just external candidates., • Development – a commitment to creating opportunities to learn and expand your knowledge in the industry, from online training platforms to training classes to one-on-one coaching. Diversity & Inclusion Avanath Capital is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Our human capital is the most valuable asset we have, and Diversity, equity, and inclusion ("DEI") are at the very core of Avanath's operating and investment philosophy. We believe that bringing together people with diverse thoughts, backgrounds, talents, and experiences at all levels of our organization, including the executive team, enables us to proactively and creatively achieve our mission to enable opportunities for hard-working American families. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent that our employees invest in their work represents a significant part of our culture, our reputation, and our achievements. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Our organization's diversity initiatives include—but are not limited to—our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions; transfers; and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces: + Respectful communication and cooperation between all employees. + Teamwork and employee participation, permitting the representation of all groups and employee perspectives. + Work/life balance through flexible work schedules to accommodate employees' varying needs. + Employer and employee contributions to the communities we serve to promote a greater understanding and respect for diversity. Compensation Range Compensation Range$26—$28 USD

Job DescriptionInterim ControllerWe are seeking an experienced Interim Controller to provide leadership and oversight of financial operations for a dynamic, mission-driven university.Key Responsibilities: • Oversee all financial functions, including GAAP financial reporting, month-end/year-end closings, audit preparation, tax filings (e.g., 990s), and external reporting., • Manage accounts payable/receivable, payroll, general ledger, fund management, and investment accounting. Act as liaison to insurance companies and investment consultants., • Partner with the VP of Administration and Finance to support treasury activities, including cash management and investment reporting., • Prepare materials for Board Committees (Audit, Finance, Investment)., • Oversee departmental and institutional budgets., • Serve as fiduciary and voting member of the University’s Retirement Plans Committee.Qualifications:, • BA/BS in Finance, Accounting, or related field required, • 5–10 years of progressive experience in financial management, reporting, and fund accounting. Controller-level experience highly preferred., • Strong knowledge of GAAP, non-profit accounting, financial systems, and reporting tools. Experience with Colleague/Prophix and ADP a plus., • Proven ability to lead, mentor, and collaborate with diverse teams across multiple departments., • Excellent analytical, organizational, and communication skills.#GHJSS We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Are you a person who believes in providing great care? Do you believe in having a positive impact on other people's lives? Are you a team-player, quick-thinker, and ready to be a part of an organization that supports your growth? WHAT WE'RE ABOUT We believe care goes beyond a medical chart. With kindness and integrity as our guide, we strive for excellence in every interaction. Requirements: • You care. Position Summary: Under direction of the Director of Case Management, the Social Services Specialist (formerly titled as Discharge Planner) assists each resident and family in planning discharge for post-SNF stay in order to maintain the highest practicable level of functioning in accordance with current federal and state regulations, as well as Company policies and procedures. Duties and Responsibilities: • Provides assistance to residents and families in finding and utilizing financial and other community resources to assist in the discharge process., • Participates in resident and family council meetings as requested., • Develops a working knowledge of federal and state regulations, as related to position, and reimbursement (Medicare, Medicaid and commercial) and provides support with applications and eligibility information requests., • May perform documentation duties in accordance with Company charting and documentation policies and procedures and government regulations. Ensures documentation is accurate, clear, informative and descriptive of resident's condition, care provided and residents' response to care., • Arrangement of transfers to other facilities and post discharge plan of care, as well as orientation for resident and family regarding discharge., • Provides support to Admissions by participating in the referral and admission process, as directed., • Assists other facility staff with fiduciary matters, to enable payment for resident's stay., • Communicates with residents' families and other staff as to resident needs., • Participates in and assists in departmental studies and projects as required., • May perform administrative duties such as completing forms, reports, etc., and submit to the Supervisor as necessary., • Reports the following in accordance with established facility procedures and regulatory standards: accidents and incidents; resident grievances, complaints, allegations of resident abuse and/or misappropriation of resident property; occupational exposure to blood, body fluids, infectious materials, and hazardous chemicals; concerns and suspected incidences of non-compliance including but not limited to hazardous conditions and equipment., • Adheres to state and federal regulations and company policies and procedures; HIPAA confidentiality standards of resident and facility information; Infection Control, Universal Precautions, OSHA and safety standards; and established safety precautions and regulations (including use of mechanical lifts when lifting or moving heavy individuals or objects) in the performance of tasks and the use of equipment and supplies. Qualifications: • Previous experience with geriatric population or in long-term care setting strongly preferred, • High school diploma or equivalent required; AA or Bachelor's degree preferred, • Commitment to the company mission to consistently deliver high quality, person-centered care with dignity, respect, compassion and integrity, and to enrich every life we touch. Embracing the company values of care & compassion, community, honesty & integrity, teamwork, innovation and safety. Benefits: • Medical insurance with Rx benefits, • Dental insurance, • Vision care, • Paid vacation

Job DescriptionDescription: Set your sights on a career with one of the nation’s fastest-growing auction houses, that focuses on treasured collectibles from Sports, Entertainment to Luxury Handbags and Fine Art. Headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. For almost 50 years, Heritage Auctions has been the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more. SUMMARY: The West Coast Director for Heritage Auctions will represent Trusts & Estates services from the Beverly Hills office and throughout the West Coast. This key role is part of a national T&E network at Heritage and works closely with consignment directors (specialists) and leadership in the Beverly Hills office and our Dallas headquarters. The charismatic and experienced individual in this position will foster strong relationships throughout the regional T&E community, promote understanding of the complete portfolio of Heritage T&E capabilities and expand business from estate consignments to appraisal services. LOCATION: This full-time position is based in Beverly Hills, CA with limited travel required for T&E conferences. BENEFITS: • Medical, Dental, Vision coverage, • Paid time off, • 401k savings plans COMPENSATION: $175,000 - $225,000. Commensurate based on experience DUTIES & RESPONSIBILITIES: • Develop and implement a strategic plan to maintain and expand client relationships and the Heritage Auctions T&E database., • Pursue new business in the T&E landscape and successfully close deals and consignments., • Establish networking relationships with key stakeholders, including advisors, insurance companies, lawyers, bankers, wealth managers, appraisers, and more., • Represent Heritage Auctions T&E services at industry meetings, events and conferences and report results., • Foster business opportunities and stay abreast of industry developments., • Travel as required to support opportunities Requirements: EXPERIENCE: • Deep understanding of T&E services including the unique roles and needs of wealth managers, attorneys and tax advisors., • Ten-plus years' experience in T&E-related field, such as legal, tax, fiduciary or T&E business development., • Bachelor’s degree required; those with professional degrees such as J.D. or CPA with related T&E applications preferred. About Heritage Trusts & Estates Services: Heritage Auctions provides estate planning assistance, auction services, and private treaty sales. Individuals and collectors, as well as trustees, executors, and fiduciaries responsible for estate tangible property, rely on Heritage for a complete suite of estate services. Heritage Auctions Appraisal Services, Inc, a separate company, provides USPAP-compliant appraisals for estate, insurance, equitable division, and other needs. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

Job Description The Assistant Director of Student Engagement, House System assists in overseeing and coordinating the school's efforts to create and maintain a fully inclusive environment in student government, leadership, activities and events, clubs, and the House System. While being passionate about our Catholic, Marianist values, the Assistant Director of Student Engagement, House System must be energetic, dynamic, and have strong communication, leadership, collaborative, strategic, and organizational skills. The position will be a .6 FTE and require a teaching assignment of two classes (.4). The position is a 12 month position. The Assistant Director of Student Engagement, House System will report to the Director of Student Engagement and will need to interact within and across departmental lines and be able to network and communicate among the constituents of Chaminade College Preparatory to oversee the following: House Leads; Advisory Mentors; and Student House Senate. The Assistant Director of Student Engagement, House System is responsible for the following: Assist in directing the Office of Student Engagement and its work: • Contribute ideas and active leadership across all areas of the Office of Student Engagement, including student government, activities, events, clubs, and the House System, to support a cohesive student life experience., • Participate in bi-monthly meetings with the Student Engagement Office to plan, assess, and execute robust programming in student government, activities, events, diversity, clubs, and the House System, advising on key questions related to strategy and practice., • Provide collaborative and collegial leadership and exercise strong administrative and communication skills to supervise the House Leads and Advisory Mentors., • Collaborate with campus administration to ensure House Leads and Advisory Mentors are supported and empowered to fulfill their responsibilities in the House System., • Collaborate with the Director of Student Engagement and Assistant Director of Student Engagement to mentor Student Government (Commissioners and House Senate)., • Co-teach with the Director of Student Engagement and Assistant Director of Activities, a weekly class of student commissioner leaders and House Senate to ensure focused schoolwide planning and implementation of events, activities, and leadership development., • Utilize technology and digital platforms as essential tools for communication, programming, event facilitation, and data management., • Collect, analyze, and reflect on data to evaluate the effectiveness of House System programming, inform decision-making, and continuously improve the student life experience., • Approach all interactions with students with a pastoral presence, remaining accessible, responsive, and committed to forming and serving the whole person. Assist in managing the House System budget: In collaboration with the Director of Student Engagement, • Plan and maintain a sustainable budget to execute House System activities and events., • Be responsible for the supervision and disbursement of funds., • Collaborate with the Vice President of Finance and Operations and Director of Student Engagement to ensure proper fiduciary responsibility of the House System budget. Oversee the House Leads & Advisory Mentors: In collaboration with the Director of Student Engagement, • Ensure proper strategies and efforts are in place to manage and direct the House System in ways that promote and reflect our Catholic, Marianist tradition., • Cultivate an environment of accountability, a spirit of excellence, and healthy competition across all Houses., • Oversee the operations of the House System, which includes-, • House makeup-, • Oversee the operations of the House System, which includes-, • House makeup-, • 8 House Leads, • 165-170 members (students of all grade levels, faculty, and staff) per House., • Student Advisory (Mentor Groups)- Each house comprises 6 Mentor Groups with 25-26 students of all grade levels and an assigned Advisory Mentor (faculty/staff member)., • Direct and lead meetings with House Leads, Advisory Mentors, and Student House Senate to plan, execute, and assess activities, events, contests, Mentor Groups, and leadership., • Foster a culture of belonging and community within the House System, actively working to strengthen family spirit across all Houses., • Cultivate partnerships with other departments and offices across campus to enrich House System programming and the broader student life experience., • Collaborate with the Deans of Discipline to discern and elevate strategies for disciplinary improvement within the Houses., • Provide ongoing coaching and leadership development opportunities for House Leads, Advisory Mentors, and Student Leaders., • Lead the efforts with Campus Administration, House Leads, and Student House Senate to develop and sustain House identity, including names, crests, and branding., • Lead the coordination of student placement into Houses and Mentor Groups, ensuring balanced and equitable distribution and maintaining accurate and up-to-date records across all relevant systems and platforms., • Manage the House Cup, maintain an accurate log of House points, and oversee House rewards and incentives Develop and manage Mentor Group curriculum and programming: In collaboration with the Director of Student Engagement, • Develop and manage a purposeful and varied Mentor Group curriculum grounded in clear educational and developmental goals and rooted in our Catholic, Marianist tradition., • Collaborate with House Leads and other departments across campus in the development and implementation of Mentor Group programming., • Create and distribute session materials and implementation guides to Advisory Mentors in advance of each session., • Gather feedback from Advisory Mentors and students to assess and continuously improve Mentor Group programming. Benefits: Chaminade employees enjoy a competitive employee benefits program including medical, dental and vision coverages, life insurance, long-term disability insurance, flexible spending accounts, 403b retirement plan with matching contributions starting day one, and voluntary supplemental life insurance. Application Process: Interested applicants may apply online through our employment webpage at: https://www.chaminade.org/about/careers. Any applicant who needs help or needs accommodation in order to apply for any position should contact the human resources office at (818) 366-9284. About Chaminade Founded in 1952, Chaminade College Preparatory is a coed Catholic, independent school in the Archdiocese of Los Angeles, sponsored by the Society of Mary (The Marianists). For more than seven decades, Chaminade has been a community where students are known personally, challenged intellectually, and inspired spiritually to become the men and women God calls them to be, leading lives of purpose and compassion. Rooted in the Catholic faith and animated by the Marianist educational tradition, Chaminade is committed to the formation of the whole person-mind, body, and spirit. We accompany young people as they grow in faith, pursue academic excellence, and develop the moral courage, confidence, and compassion needed to lead lives of purpose and service. Chaminade is one school with two campuses: • Middle School (Grades 6–8) in Chatsworth, • High School (Grades 9–12) in West Hills Across both campuses, students experience a unified Catholic, Marianist vision of education that fosters faith-filled learning communities, encourages academic rigor, and prepares graduates to lead with integrity, empathy, and hope in a complex and changing world. Our Mission: We inspire young people to love, learn, and lead through our Catholic and Marianist traditions of a living faith, academic excellence, and moral responsibility. Our Vision: Chaminade College Preparatory graduates are prepared, inspired, and equipped to: • Share God's love by caring for others and seeking justice and peace., • Learn, adapt, and grow with the world around them., • Become servant leaders and positive contributors to society. Core Values: Rooted in our Marianist tradition, uniting us in purpose and action: • Love of God, • Discipleship of Jesus, • Mary as a Model, • Service to Others, • Student-Centered, • Inclusivity, • Leadership, • Innovation Chaminade's Commitment to Diversity, Equity, Inclusion, and Belonging As a Catholic, Marianist school, Chaminade affirms the inherent dignity of every person, created in the image and likeness of God. In fidelity to the Gospel and Catholic social teaching, we believe education has the power to transform hearts and minds and to form students who act with empathy, courage, and moral clarity. Guided by our mission to inspire young people to love, learn, and lead, we are committed to fostering a community where all members feel welcomed, valued, and called to contribute. We challenge students to engage thoughtfully with the world, to stand for human dignity, and to work for justice and peace as reflective citizens and faith-filled leaders. Equal Employment Opportunity Chaminade College Preparatory is an equal opportunity employer. Applicants for employment are considered without regard to an individual's race, color, sex (including pregnancy), national origin, age (40 or older), physical or mental disability and genetic information (including family medical history), military or veteran status, or any other characteristic protected by federal, state or local laws. 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Job Description Probate, Trust, & Estate Attorney Career Consulting Partners has partnered with a nationally recognized firm in the probate, trust, and estate space. They have been recognized as a leader in Private Wealth Disputes in the "Chambers and Partners" High Net Worth Guide, which ranks top lawyers and law firms from over 55 countries worldwide. They represent Trustees, Beneficiaries, Heirs, Conservators/Guardians, Creditors, and Surviving Spouses. We are seeking a highly motivated Mid-Level Attorney with experience in probate, trust, and estate litigation to join our team in Pasadena, California. The ideal candidate will have a strong background in California probate law, trust administration, and estate disputes, with a proven ability to manage cases from inception to resolution. This role offers an excellent opportunity to work on complex and challenging cases while advancing your career in a dynamic and supportive environment. Duties/Responsibilities: Handle a diverse caseload of probate, trust, and estate litigation matters, including will contests, trust disputes, fiduciary litigation, and related issues. Conduct legal research, draft pleadings, motions, and other legal documents. Represent clients in court appearances, mediation, and settlement negotiations. Provide legal advice and guidance to clients, keeping them informed of case progress and developments. Collaborate with senior attorneys and other team members to develop case strategies and achieve favorable outcomes. Maintain up-to-date knowledge of relevant California laws and regulations, ensuring compliance and effective case management. Participate in firm meetings, continuing legal education (CLE) programs, and other professional development activities. Qualifications: Juris Doctor (JD) degree from an accredited law school. Active membership in good standing with the California State Bar. Minimum of 1 year of experience in trust and estate disputes in California. Strong knowledge of California probate law, trust administration, and estate planning. Strong legal writing and analytical skills, paired with a strategic, detail-oriented approach to litigation. Ability to meet an annual goal of 1,800 quality billable hours. Proven ability to manage cases independently and as part of a team. Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships. Detail-oriented with strong organizational and time-management abilities. Compensation & Benefits: Base Salary $130,000 - $230,000 Plus, a yearly bonus based on firm/employee performance. Dedicated marketing Top 100 - Trust and Estate Litigation Super Lawyers 2017 - 2024 Comprehensive health, dental, and vision insurance. 401(k) Generous paid time off (PTO) and holidays. Professional development opportunities, including CLE programs and bar association memberships. A supportive and collaborative work environment with opportunities for advancement. Location: Pasadena, California On-Site *Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward*

Job Description Position Available: Nonprofit Board Member Overview: We are seeking passionate, skilled, and dedicated individuals to serve on the boards of various nonprofit organizations. Our mission is to match potential board members with nonprofits that align with their expertise, experience, and interests. Serving on a nonprofit board is an opportunity to use your professional skills for social good, providing strategic direction, fiduciary oversight, and fundraising support to organizations making a real difference in the community. Role and Responsibilities: • Strategic Leadership: Contribute to the development and implementation of strategic goals and objectives., • Fiduciary Oversight: Ensure the financial health and sustainability of the organization through sound financial management and oversight., • Fundraising and Development: Actively participate in fundraising efforts, leveraging personal networks or contributing directly to support the organization's mission., • Commitment: Devote time to board meetings, committee work, and preparation for engagements., • Ambassadorship: Serve as a passionate advocate for the organization, helping to raise its profile and broaden its network of supporters. Ideal Candidate: • Has professional expertise and management experience relevant to nonprofit leadership., • Possesses lived experience or a strong connection to the cause the nonprofit supports., • Demonstrates a commitment to community service and social impact., • Is willing to engage in fundraising and development activities., • Can commit to at least the organization's term of service. Benefits of Serving: • Make a meaningful impact on issues and causes you care about., • Develop and refine leadership skills in a board setting., • Expand your professional network by connecting with like-minded individuals., • Gain valuable experience in nonprofit governance and strategic planning. Get Started: By filling out our application, you'll help us understand your interests and qualifications, ensuring a match with a nonprofit organization that can benefit most from your involvement. Join us in empowering nonprofit organizations and making a lasting difference in our community. Your skills and passion can help shape the future of numerous causes. Let's get started on this rewarding journey together. Please ensure your resume is uploaded. Thank you

Job Description CHIEF ADVANCEMENT & EXTERNAL AFFAIRS OFFICER ABOUT LOS ANGELES JEWISH HEALTH Los Angeles Jewish Health (LAJH) is the largest nonprofit, single-source provider of comprehensive senior healthcare in the Greater Los Angeles area. Founded in 1912, the organization has provided compassionate, high-quality care to older adults for more than a century. What began as a small neighborhood effort to shelter seniors has grown into a nationally recognized continuum of care serving thousands of individuals annually through residential living, skilled nursing, rehabilitation, memory care, behavioral health, hospice, and community-based services. Rooted in Jewish values and guided by a deep commitment to dignity, compassion, and excellence, Los Angeles Jewish Health serves seniors of all backgrounds while honoring a legacy of trusted care. With multiple campuses, a broad range of services, and a strong tradition of philanthropy and volunteer engagement, the organization is positioned for continued growth and innovation in senior wellness, healthcare delivery, and community impact. ABOUT THE POSITION Reporting to the President & CEO and serving as a core member of the Executive Leadership Team, the Chief Advancement & External Affairs Officer (CAEAO) will lead a fully integrated advancement and external engagement strategy that advances LAJH's long-term sustainability, including a $150M capital campaign, brand leadership, and community impact. This executive will unify philanthropy, marketing, communications, board engagement, government relations, and strategic partnerships under a cohesive growth framework. The CAEAO will elevate LAJH's regional profile, expand diversified revenue streams, and position the organization as a leading voice in aging services and senior healthcare. This is a transformational leadership role requiring strategic vision, executive presence, healthcare fluency, and demonstrated success driving large-scale philanthropic growth within complex and mission-driven systems. This role represents a significant opportunity to transform LAJH's advancement function into a best-in-class, nationally recognized program. ROLES & RESPONSIBILITIES Strategic Leadership • Partner with the CEO to develop and execute a multi-year advancement and external relations strategy aligned with organizational priorities., • Work closely with the Board and the executive team to strengthen and diversify the LAJH philanthropic base., • Establish clear revenue targets, performance metrics, and accountability systems across fundraising channels., • Participate in executive leadership planning, budgeting, and strategic initiatives., • Strengthen forecasting models and reporting tools to monitor performance for philanthropy and communications., • Foster a culture of philanthropy and collaboration across the organization., • Engage with program and clinical leadership (including a close collaboration with physicians, program leaders, and operational teams) to develop compelling philanthropic opportunities tied to programmatic priorities and patient impact. Leadership & Team Management • Lead and inspire a high-performing advancement and communications team, providing mentorship, professional development, and clear performance expectations., • Foster a respectful, collaborative, hard-working, and accountable culture that emphasizes excellence, creativity, belonging, and tangible results., • Drive performance accountability by establishing, monitoring, and evaluating staff performance metrics and fundraising effectiveness, ensuring goals are met and progress is clearly reported to leadership. Capital Campaign Leadership • Lead the launch and execution of a multi-year $150M capital campaign, currently in the early leadership phase., • Develop campaign case statements, donor engagement strategies, and prospect pipelines., • Personally cultivate, solicit, and steward leadership-level and principal gift prospects., • Partner with the executive leadership team and Board leadership to secure major philanthropic commitments. Annual Campaign and Fundraising • Provide strategic oversight and accountability for the $16M annual fundraising goal, setting comprehensive revenue strategies aligned with organizational priorities, defining measurable performance benchmarks, and building a strong culture of accountability., • Oversee diversified revenue streams, including major gifts, mid-level giving, planned giving, and special initiatives., • Identify opportunities across institutional grants, government funding, corporate partnerships, and strategic alliances that support long-term organizational sustainability., • Ensure strong donor lifecycle management, stewardship, and retention strategies., • Utilize data analytics and CRM systems to optimize performance and donor engagement., • Lead the planning, execution, and successful completion of the organization's endowment campaign, including prospect strategy, major donor engagement, volunteer leadership management, and performance tracking., • Strengthen advancement systems and reporting tools, using data-driven insights to guide donor strategy and measure fundraising performance. Marketing and Communications • Ensure that marketing, communications, and brand messaging support philanthropic growth, donor engagement and the broader visibility of LAJH., • Ensure consistent messaging and brand positioning across all communications platforms., • Lead development of campaign materials, digital content, and donor communications., • Partner with the CEO and communications team to shape external positioning, coordinating messaging, digital outreach, media relations, and campaign communications so they effectively support fundraising while strengthening the organization's overall reputation., • Elevate LAJH's brand and position the organization as a leader in senior healthcare, PACE, aging services, and behavioral health. Board Relations and Governance Partnership • Strengthen board engagement in philanthropy, ensuring active participation in fundraising, donor cultivation, and campaign leadership., • Partner closely with the CEO and Board leadership to shape organizational strategy, align priorities, and support high-impact decision-making across governance and executive functions., • Working with the CEO, ensure compliance with fiduciary duties, bylaws, and 501(c)(3) regulatory requirements, including board orientation, governance education, and external engagement strategies., • Assess board composition and lead recruitment to address skills gaps and advance long-term strategic goals., • Build a high-performing Board with strong fundraising capacity and ambassadorial leadership. External Affairs and Government Relations • Oversee external affairs strategy, including community engagement and government relations., • Represent the organization with public officials and at networking events., • Identify and pursue government funding opportunities aligned with senior care priorities., • Strengthen relationships across philanthropic and healthcare communities., • Strengthen institutional messaging to shape how LAJH is perceived among donors, partners, and the broader healthcare community., • Cultivate relationships with strategic partners to build awareness of and commitment to the mission. QUALIFICATIONS • Bachelor's degree in business administration, communications, nonprofit management, or a related field required, advanced degree preferred., • Minimum of ten years of progressive leadership experience in advancement, fundraising, or external growth roles, preferably within a nonprofit, healthcare, or mission-driven organization., • Proven experience leading major capital campaigns, including planning, feasibility and execution., • Demonstrated success in personally securing six and seven-figure philanthropic commitments, with a strong track record in major gifts, institutional fundraising, and revenue growth aligned to strategic objectives., • Proven executive leadership experience, including building and mentoring high-performing development teams, partnering strategically with CEOs and Boards, and influencing cross-functional stakeholders., • Deep expertise in donor cultivation and stewardship strategies, advancement operations, and data-informed fundraising practices, with the ability to translate organizational vision into compelling philanthropic investment opportunities., • Proven track record of overseeing integrated marketing and communications strategies that support revenue growth., • Ability to manage and lead legislative advocacy, regulatory engagement, and coalition-building to advance organizational policy priorities at the local, state, and federal levels., • Proven track record of developing strong connections within a philanthropic community, maintaining a dynamic presence with excellent relationship-building skills, and the ability to engage diverse stakeholders as an innovative and collaborative thought partner., • Genuine and compelling enthusiasm for LAJH's mission and alignment with its Jewish values. COMPENSATION & BENEFITS The salary range is $300,000 – $350,000. Benefits include: • Comprehensive health coverage, including medical, dental, and vision plans, • Employer-paid life insurance plus optional disability, accident, and critical illness coverage, • Flexible Spending Accounts (FSA) and retirement savings plan (403(b)) with employer match, • Generous paid time off, holidays, and employee assistance/wellness programs, • Career development opportunities, employee discounts, and additional perks like free parking Los Angeles Jewish Health (LAJH) is an Equal Opportunity Employer, committed to fostering diversity and inclusion. LAJH promotes equal opportunity for all employees and applicants. In doing so, we comply with local, state, and federal laws and regulations to ensure an equal employment opportunity for everyone. We don't discriminate in employment opportunities or practices based on race, ancestry, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, age, disability, citizenship, military service obligation, veteran status or any other basis protected by federal, state or local laws. Our policies and personnel practices are intended to ensure that all of us are treated equally with regard to recruiting, hiring, and advancement, and our decisions on employment are made to further the principle of equal employment opportunities for employees. Envision Consulting was retained by Los Angeles Jewish Health to search for its Chief Advancement & External Affairs Officer. Applicants needing accommodation for any part of the application process may contact Envision Consulting at 626.714.7577 to request and arrange for assistance.

Job DescriptionDescription: JOB SUMMARY: Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Provide AMAZING customer experience to all branch clients., • Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals., • Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction., • Participate in daily supervision activities of the branch as assigned, including the following:, • Approve higher dollar amount client transactions, • Complete daily report checklist for operational activities, • Independently complete the review and or callback of branch activities including new accounts opened and branch certifications, • Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions:, • Client transaction processing, • Debit card ordering and servicing, • Online banking setup and servicing (as applicable), • Printed check orders, • Branch cash ordering and shipping (as applicable), • Branch Certifications (as assigned), • Stop payments, • Holds, • Reg. E Claims, • Safe Deposit Box opening, closing and servicing (as assigned), • Demonstrate proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank:, • Bank Secrecy Act, • Customer Information Program, • Beneficial Ownership, • Office of Foreign Asset Control, • Trust Account documentation, • Fiduciary Account documentation, • Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits., • Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations., • Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations., • Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required., • Ensure the office is operating in a safe and effective manner., • Reliable and regular attendance on the job., • Other duties as assigned.Requirements: REQUIRED SKILLS AND ABILITIES: • Computer skills to include use of Microsoft Office products and other programs as required., • Strong mathematical ability., • Strong analytical skills., • Excellent oral and written communication skills., • Outstanding interpersonal skills., • Effective time management and organizational skills., • Attention to detail and follow through., • Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback., • Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base., • Thorough understanding of banking rules and regulations especially BSA., • Ability to count cash accurately. Education/Licenses/Work Experience: • High school diploma or GED equivalent required., • One to three years branch banking experience preferred. Work Environment • Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. • Prolonged periods sitting at a desk and working on a computer., • Remain in a stationary position for sustained periods of time., • Occasionally move about inside the office to access filing cabinets and/or other office machinery., • Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery., • Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer., • Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers., • Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading., • Regularly required to communicate verbally with employees, clients, and vendors.Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledPay range may vary based on skills, experience, and location.

Job Description Job Description: The Trust Officer is responsible for supporting and facilitating the growth and ongoing success of Parallel Advisors. This position reports directly to the Trust Director. As a Trust Officer, you will serve as the primary fiduciary lead for a portfolio of complex trust and estate relationships. This role sits at the intersection of sophisticated estate planning, fiduciary governance, and high-touch client service. You will bridge the gap between the legal structure of trusts and the day-to-day execution of fiduciary administration, ensuring that the intentions of grantors are carried out with precision while maintaining the firm’s gold-standard compliance, documentation, and service standards. The Trust Officer acts as the central coordinator among beneficiaries, attorneys, accountants, and investment advisors, ensuring that every trust relationship is administered prudently, transparently, and in accordance with applicable fiduciary law. This position is a hybrid position (in-office 3x/ week) in our Beverly Hills, CA office or our San Francisco, CA office. Responsibilities: Fiduciary Administration: • Lead the onboarding and ongoing administration of diverse trust structures, including: Revocable and Irrevocable Trusts, post-death administration accounts, Charitable Remainder Trusts (CRTs), Grantor Retained Annuity Trusts (GRATs), Dynasty and generation-skipping trusts, • Interpreting trust instruments and amendments, ensuring adherence to fiduciary duties of loyalty, prudence, and impartiality, • Administering trusts in accordance with applicable state law and governing documents, • Overseeing trust account setup, asset transfers, and ongoing recordkeeping, • Ensuring documentation and fiduciary decision-making processes meet regulatory standards, • When serving as trustee or co-trustee following a settlor’s death, lead the administration process, including: gathering and valuing trust assets, coordinating with attorneys and CPAs on estate settlement matters, overseeing payment of debts, expenses, and taxes, managing real estate or closely held business interests, and supervising distributions to beneficiaries and funding of subtrusts Client & Beneficiary Relationship Management • Act as the primary fiduciary contact for high-net-worth families and beneficiaries, including interpreting trust provisions for beneficiaries and advisors, explaining distribution policies, managing beneficiary requests and expectations, maintaining neutrality among competing beneficiary interests. navigating complex family dynamics with professionalism and discretion, • Evaluate beneficiary distribution requests and fiduciary decisions involving discretionary authority, including reviewing requests related to health, education, maintenance, and support (HEMS), preparing internal discretionary distribution memoranda, presenting recommendations to the Trust Committee, balancing current beneficiary needs with preservation of remainder interests, and ensuring all discretionary decisions are thoroughly documented and defensible, • Coordinate with investment professionals to ensure trust portfolios are managed prudently by monitoring portfolio allocations for compliance with the Uniform Prudent Investor Act (UPIA), coordinating liquidity needs for distributions or expenses, supervising management of illiquid assets such as real estate or private investments, and reviewing investment performance and risk exposure Compliance, Risk Management, & Cross-Functional Collaboration • Partner with external tax and legal professionals to ensure accurate and compliant administration by coordinating trust income tax filings (Form 1041), reviewing beneficiary K-1 allocations, working with CPAs on estimated tax payments and tax elections, collaborating with estate attorneys on trust interpretation and legal matters, and ensuring adherence to California-specific trust and probate code requirements, • Managing trust assets, including conducting annual fiduciary administrative reviews (Reg 9 style), ensuring accounts remain compliant with internal policies and regulatory expectations, maintaining documentation supporting discretionary decisions and fiduciary actions, preparing materials for internal fiduciary committees and audits, and identifying and escalating potential conflicts or litigation risks, • Maintaining exceptional documentation and providing proactive risk management to protect both the Firm and its clients. Qualifications: • Bachelor’s degree required, • 7 - 10+ years of trust administration experience within a trust company, private bakn, or a high-growth RIA with trust services, • Experience administering complex, multi-generational trusts is strongly preferred, • Deep fluency in California Trust & Probate Law, fiduciary standards and discretionary distribution frameworks, federal estate and gift tax rules, trust income taxation, and community property rules and base adjustments, • Strong organizational, analytical, communication, and interpersonal skills, • Strong project management and data analysis skills, • Ability to work effectively in a fast-paced and deadline-oriented environment, • Capability to manage multiple demands and competing priorities, • JD (Juris Doctor) or CTFA (Certified Trust and Fiduciary Advisor) strongly preferred Salary and Benefits: • Salary based upon experience (Salary range $150,000 - $160,000), • Opportunity for discretionary, semi-annual incentive awards (15% of base salary), • Benefits including health care, dental, vision, and 401k plans, • Opportunity for support of professional accreditation and continuing education requirements and other professional development Company: Parallel Advisors, LLC • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients, • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum of 1-3 years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Moderate tax code knowledge and general accounting skills, • Obtained or in the process of obtaining CPA and/or EA preferred, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $79,900—$94,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Tax Partner – Estate & Trust Full-Time | Hybrid Schedule Southern California (Long Beach | Los Angeles | Irvine) About Us: We are a nationally recognized, growth-oriented public accounting and advisory firm with a premier estate and trust practice serving ultra-high-net-worth individuals, families, and closely held entities. Our team delivers sophisticated tax planning and fiduciary advisory services across wealth transfer, charitable giving, and trust administration. With deep technical expertise and a collaborative, cross-functional environment spanning nonprofit, international, and business advisory services, we provide clients with forward-thinking, relationship-driven solutions. Our culture emphasizes mentorship, innovation, and long-term career growth within a high-performing, team-oriented environment. The Position: We are seeking a Tax Partner – Estate & Trust to lead and expand a sophisticated fiduciary tax practice across Southern California. This is a high-impact leadership role for a seasoned advisor with deep technical expertise and strong relationship-building capabilities. You will oversee complex client engagements, drive strategic estate and trust planning initiatives, and play a key role in firm growth, while mentoring teams and collaborating across service lines. What You’ll Do • Serve as a trusted advisor to ultra-high-net-worth individuals, families, trustees, and executors on complex estate, gift, and fiduciary tax matters, • Lead advanced tax planning strategies focused on wealth transfer, estate preservation, charitable giving, and multi-generational planning, • Oversee and review complex tax filings, including Forms 1041, 706, and 709, ensuring accuracy and compliance, • Interpret estate planning documents and advise on tax implications and planning opportunities, • Manage and lead client service teams across consulting, compliance, and tax controversy engagements, • Represent clients in IRS audits, appeals, and other tax authority matters, • Drive business development through networking, thought leadership, and relationship cultivation to expand revenue and market presence, • Collaborate with partners and cross-functional teams (nonprofit, international, and advisory) to deliver integrated client solutions, • Mentor, coach, and develop high-performing tax professionals, building the next generation of leaders, • Stay ahead of legislative and regulatory changes impacting estate, gift, and trust taxation What You Need (Qualifications) • 12+ years of experience in estate, gift, and fiduciary taxation within a public accounting or a law firm environment, • Bachelor’s degree in Accounting, Finance, or related field required; advanced degree (JD, MST, MBT, or LLM) preferred, • Active CPA or JD required, • Deep technical expertise in fiduciary accounting, estate planning strategies, and federal/state tax regulations, • Proven leadership experience managing complex client engagements and developing high-performing teams, • Strong business development track record with the ability to grow client relationships and generate revenue, • Excellent communication, analytical, and interpersonal skills with the ability to influence clients and internal stakeholders, • Entrepreneurial mindset with demonstrated collaboration across service lines and innovation in service delivery What’s Offered (Competitive Full Package – National) • Salary: $300,000 – $350,000 (DOE), • Equity ownership opportunity, • Annual and performance-based bonus opportunities, • Comprehensive Full Benefits: Medical, Dental, Vision, • 401(k) with company match, • Generous PTO, holidays, and personal time, • Flexible hybrid work schedule, • Professional development, continuing education, and licensure support, • Collaborative, nationally recognized firm with strong growth trajectory and leadership opportunities Apply Today: Apply directly to this posting with your updated resume, then email it to ian.kerr@BancroftSP.com for prompt review and confidential consideration. Follow BSP to Explore More: Visit BancroftSP.com/careers/ to review more active opportunities. Follow Bancroft Staffing Partners (BSP) via LinkedIn for real-time updates on new roles, market insights, and hiring trends. Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity & are committed to creating an inclusive environment for all employees & candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description Mission Recruiting is conducting a confidential search for a Civil and Probate Litigation Attorney to join a collaborative litigation practice with offices in Torrance and Orange County. This opportunity offers a balanced mix of civil litigation and trust and estate disputes within a trial-oriented environment that values thoughtful strategy, strong writing, and professional growth. The attorney will take ownership of meaningful case segments while working alongside experienced litigators. Responsibilities include drafting dispositive and nondispositive motions, managing discovery, taking and defending depositions, and participating in trial preparation. The practice includes general liability defense, professional liability, business disputes, and probate litigation involving will contests, fiduciary claims, and administration disputes. Client interaction and strategic input are expected. The platform provides mentorship, accessible leadership, and a collaborative team dynamic. Attorneys are encouraged to develop litigation strategy, refine advocacy skills, and build courtroom experience. Workflow is steady, matters are substantive, and the environment supports both independence and team coordination. Hybrid flexibility allows remote work with in-office presence for hearings, collaboration, and training. Compensation includes a base salary starting at $150,000- $210,000 depending on experience. Bonus eligibility is tied to performance and billable contribution. Benefits include medical, dental, and vision coverage, retirement plan access, paid time off, CLE support, and professional expense coverage. • Civil and probate litigation with substantive responsibility, • Motion practice, depositions, and trial preparation exposure, • Collaborative team with accessible mentorship, • Hybrid flexibility across Torrance or Orange County, • Direct client interaction and strategic involvement, • Stable workflow with sophisticated matters, • Bonus opportunity tied to performance, • Strong compensation and benefits platform This is a confidential search conducted by Mission Recruiting. Apply for confidential consideration. Salary Range: $150,000 - $210,000 Reference: 147866 #IND1

Job Description Job: Tax Manager (Trust/Estate/Gift & HNW Team) Location: Greater Los Angeles (Multiple Offices + Remote Flex) Compensation: Competitive Salary ($140k-185k+) & Strong Bonuses Benefits: • 401k Match, Profit Sharing, and Company-Paid Benefits, • Remote Flexibility with equipment provided, • Lower Busy Season Hours (Max 50-55/week), • Offering a Clear Partner Track (or Director) About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with multiple locations in CA (HQs based here) & across the U.S. For over 20+ years, we've made a name for ourselves in California but also nationwide, with offices in several other states. We're also recognized multiple times by Inside Public Accounting for national awards such as a "Best Place to Work" and "Top in Workplace and Culture". But what makes us really stand out? We are proud to be an independent, privately owned regional firm that is focused on more than just the bottom line. Not getting involved with Private Equity investors has allowed us to continue to operate with the freedom and culture that makes us successful. Due to organic growth and our book of business, we are looking to add a new Tax Manager to our EG&T / High-Net-Worth team. In this role, the majority of your time will be spent handling Fiduciary Tax returns along with associated HNWIs/1040s, but we are still able to tailor this role to your strong suits. We are also able to offer a clear path for growth (up to Director or Partner) depending on your career goals. Why Work with Us: • Top 100 CPA Firm in the U.S. for 2025, • One of the largest, independent firms in the U.S., fostering a strong culture, • Busy Season Perks - Limited busy season hours, massages, wellness programs, and more, • Clear & Set-Up Partner Track Program for those that want to pursue this route in their career, • Working on the High-Net-Worth & Estate/Trust team so you can focus on the type of work you enjoy! What We Are Looking For: • Active CPA (will also consider EA), • Minimum 5-7+ years of Public Accounting & Tax Exp., • Must have current Tax Management Exp. (Reviewing returns), • Strong knowledge of Trusts, Estates, Gift, and HNW/1040 returns What We Can Offer: • Salary Ranges ($140k-185k+), • Bonus Structure (Competitive & Paid out Annually), • Full Health Benefits (Medical, Dental, Vision) - portion paid by employer, • 401k Match + Profit Sharing Plan, • Unlimited PTO Model, • True Partner Track (or Director track if not interested in Partner) What's Next? If looking to change your career for the better in this niche EG&T / HNW space please apply today as we just started actively interviewing for this position - for immediate consideration you can also email your resume to belle.arriaga@levelociti.com To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards., • Manage service workflows and client touchpoints to ensure timely and accurate execution., • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery., • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented., • Other duties as assigned. Advisor Partnership & Practice Management • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning., • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols., • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends., • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement., • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients., • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: • Strong understanding of wealth management processes and service models., • Proven ability to manage complex client relationships and resolve issues effectively., • Leadership and mentoring experience within a team environment., • Excellent communication, organizational, and problem-solving skills., • Proficiency in CRM systems and workflow management tools., • Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $89,250—$105,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionSalary: The Academy of Magical Arts is a California 501(c)(7) nonprofit social and recreational organization dedicated to advancing, preserving, and celebrating the art of magic. Through education, programming, awards, scholarship, and community building, the Academy supports excellence in magical performance while safeguarding the history, traditions, and future of the craft. As a member driven organization, the Academy exists to serve and inspire magicians around the world, foster fellowship, and steward one of the most respected institutions in the global magic community. Position Summary The Managing Director serves as the senior administrative and operational leader of the Academy and as a steward of its mission to advance, preserve, and elevate the art of magic. Reporting directly to the Board of Directors, this role guides the organizations day to day operations, programs, and administrative functions during an important post transition period, while protecting the Academys culture, legacy, and long term sustainability. Working in close partnership with the Board, the Managing Director translates evolving priorities into practical, compliant, and mission aligned operations that enhance the membership experience and strengthen the Academys reputation as the leading organization dedicated to the magical arts. This leader oversees core Academy functions including the AMA Awards, Library, Committees and Volunteers, Magic Programming, Education, and Magic University, ensuring each area reflects the Academys commitment to artistic excellence, education, and community service. The role also maintains a professional and collaborative relationship with Magic Castle Enterprises to ensure the Academys programs operate smoothly within the shared clubhouse environment. This is an evolving leadership role that requires flexibility, sound judgment, and a deep respect for both nonprofit governance and the traditions of the magic community. Key Responsibilities Strategic and Organizational Leadership • Partner with the Board to shape and implement strategic priorities, • Provide operational continuity, institutional knowledge, and risk awareness, • Balance long range planning with near term stability Program and Event Oversight • Oversee the AMA Awards Show and supervise the show producer, • Ensure fair and compliant awards election processes, • Lead Magic Programming, Education, and Magic University initiatives, • Maintain high quality, mission aligned educational and artistic offerings Operational Management • Direct day to day administrative and programmatic operations, • Ensure efficient service delivery within the shared use clubhouse environment, • Develop systems, processes, and documentation to support clarity and accountability Board, Staff, and Volunteer Relations • Serve as primary staff liaison to the Board, • Provide clear and timely reporting on operations and risks, • Support committees and volunteers with coordination and follow through, • Foster a respectful, collaborative culture Membership and External Relations • Maintain open communication with membership, • Address concerns and ideas constructively, • Maintain a strong professional partnership with Magic Castle Enterprises Financial and Administrative Oversight • Partner with Administrative Director on budget development and management, • Ensure strong internal controls and fiduciary stewardship, • Meet Board approved financial targets Staff and Project Leadership • Lead and support a lean staff structure, • Appoint and guide project leads, • Encourage volunteer engagement and initiative ownership Qualifications • Senior leadership experience in a nonprofit, arts, cultural, or member driven organization, • Experience working closely with boards and governance bodies, • Demonstrated success translating strategy into operations, • Strong financial acumen and budget management experience, • Comfort operating with shared authority and evolving priorities, • Excellent communication and relationship building skills, • Passion for and understanding of magic as a performing art, • Experience with fundraising or foundations preferred, • Connections within the magic community preferred, • Membership or familiarity with the Academy a plus What Success Looks Like Within the first year, the Managing Director will: • Establish strong Board alignment and reporting rhythms, • Deliver a successful and well managed AMA Awards program, • Improve operational clarity and documentation, • Strengthen volunteer engagement and committee effectiveness, • Maintain positive membership sentiment and external relationships Additional Information Equal Opportunity Employer The Academy of Magical Arts is an equal opportunity employer committed to an inclusive and respectful workplace. Employment decisions are made without regard to race, color, religion, creed, sex, gender, gender identity or expression, sexual orientation, marital status, national origin, ancestry, age, disability, medical condition, genetic information, military or veteran status, or any other status protected by federal, state, or local law. Reasonable Accommodations Reasonable accommodations are available for qualified individuals with disabilities and for applicants who need assistance during the application or interview process. Background Check Final candidates may be subject to a background check consistent with applicable law. Work Authorization Applicants must be legally authorized to work in the United States at the time of hire. The Academy does not sponsor employment visas for this position. Employment Status Employment with the Academy of Magical Arts is at will and may be terminated by either the employee or the Academy at any time, with or without cause or notice, subject to applicable law.