Financial advisor assistant jobs in Los Angeles, CaliforniaCreate job alerts

LocumJobsOnline is working with LocumTenens.com to find a qualified Psychiatry MD in California! About The Position This Job at a Glance • Job Reference Id: ORD-203562-MD-CA, • Title: MD, • Dates Needed: ASAP - Ongoing, • Shift Type: Day Shift, • Assignment Type: Outpatient, • Call Required: Negotiable, • Board Certification Required: Negotiable Additional Job Details • Case Load/PPD: 3-5, • Support Staff: No, must be capable of working w/o assistant present or scribe., • Patient Population: Adults, • Location Type: On-Site, • Government: No, • Shift Hours: Part time (8 hours), • Cases Treated: Anxiety, Depression, PTSD, OCD, Adolescent Disorders, Pre- and Post-Partum Depression, Tinnitus, and Suicidal Thoughts, • Med Checks/Follow-up per day: 20-30, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1672318EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. That’s what we do. Every day. We’re LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether you’re looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf. PandoLogic. Category:Healthcare, Keywords:Psychiatrist, Location:Los Angeles, CA-90040

LocumJobsOnline is working with LocumTenens.com to find a qualified Family Practice PA in Covelo, California, 95428! About The Position This Job at a Glance • Job Reference Id: ORD-203698-PA-CA, • Title: PA, • Dates Needed: ASAP - 6 months, potential to extend, • Shift Type: Day Shift, • Assignment Type: Outpatient; Clinic, • Call Required: No, • Board Certification Required: Yes Additional Job Details • Case Load/PPD: 15-20 patients per day, • Support Staff: Full support staff, • Patient Population: All Ages, • Location Type: On-Site, • Prescriptive Authority Required: Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1673609EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. That’s what we do. Every day. We’re LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether you’re looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf. PandoLogic. Category:Healthcare, Keywords:Physician Assistant, Location:Los Angeles, CA-90040

Job Description Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Client Services Representative to join our team in Pasadena, CA! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager. Primary Responsibilities: • Handling customer relation issues to assist in both the retention and acquisition of assets under management., • Prioritizing client/prospect contacts to maximize sales efforts., • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors., • Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services., • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards., • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc. Basic Qualifications: • Education: High school diploma or GED., • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP., • Previous administrative assistance preferably within the financial services industry. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at .

Job Description Registered Sales Assistant Position reference: RIA/Broker Dealer Job Posting: 11/01/2021 Organization A well -established West Los Angeles based financial services firm consisting of two operating entities: an SEC Registered Investment Advisor. We offer investment advice to high net worth and institutional clients, including personal investors, IRA accounts, profit sharing plans, corporations, trusts and foundations. A full-service FINRA registered introducing broker dealer and licensed insurance agency serving retail and institutional clients. Qualifications Series 7, 63/66 licenses required. 2-5 years experience with an RIA or broker-dealer in a back-office capacity including order entry. BS/BA College degree or equivalent experience required. A demonstrated expertise with Advent/Moxy or other portfolio management systems is highly desired. Working knowledge with back office brokerage systems is a must. Proficiency with Microsoft Office (Excel and Word) and Adobe Acrobat necessary. This is a highly visible position. Excellent oral and written communication skills and the ability to work well in a coordinated team environment is essential. Position description This is a fast-paced industry dealing with highly confidential information. The position is two-fold. First, your responsibilities will include assisting the CEO and other registered representatives in servicing their clients on a daily basis. This includes setting up meetings responding to customer inquiries/requests, preparing presentation packages for client meetings. Your responsibilities will also include trade order entry and release, along with other back office operations and office administration. You will help open customer accounts and due data input for the operations area. Communications with customers is also an essential part of your responsibilities, along with other administrative responsibilities. Additional information Locations: Westwood, CA, United States Position starts: Immediate Hours: Full-time Salary range: Based on experience Duration: Permanent Work Types: Regular Contact information To be provided upon interview selection How to apply To apply please e-mail your resume or qualifications to:

ABOUT COOPERATIVE LA Cooperative LA is disrupting the construction management space and growing rapidly — taking on some of the region’s most meaningful civic, cultural, institutional, and development projects ranging from $5m to $2b in value. As a young, diverse, technology-driven and forward-thinking team, we’re redefining what owner representation can be: more rigorous, more creative, more technically-focused, and more impactful. We’re committed to building a truly exceptional group of professionals who share our values and approach: Project First — putting communication, clarity, and forward progress above ego. Progress, Always — staying curious, learning relentlessly, and improving how we work every day. People Focused — building trust, fairness, and strong partnerships across the entire project team. Prosperity Throughout — aligning financial success for clients, partners, and our team, so everyone moves forward together. As we expand quickly, we’re looking for the industry’s top emerging talent — entrepreneurial construction professionals who want to help shape a growing company, elevate the standard of our profession, quantify their impact and help shape the future of owner representation in Los Angeles. We are most interested in self-motivated candidates who understand the importance of urgency, efficiency, time management and prioritization to meet challenging goals. ROLE DESCRIPTION We are seeking a Project Manager with 6–10 years of experience who brings deep technical understanding, strong team leadership, and the ability to guide complex projects from early design through construction. General Contractor or Architect experience is preferred. With oversight and training from a Project Executive or President, the Project Manager will oversee and coordinate all aspects of challenging construction projects, including planning, scheduling, budgeting and managing resources to ensure successful project completion and satisfied clients. The projects include multifamily (including modular), sports arenas, historic, public-private partnerships, utility infrastructure, hospitality, industrial and more. This is a full-time, on-site role based in Los Angeles, CA with offices located in Pasadena and Culver City. Projects are located throughout Los Angeles County. The team is currently working 2-3 days per week in the office and 2-3 days per week from home or project sites. RESPONSIBILITIES True Builder • Manage medium-to-large projects across design, permitting, bidding, contracting and construction., • Quickly identify interdisciplinary conflicts in drawings and consultant deliverables., • Oversee schedule reviews, delay/acceleration planning, and change-order negotiations., • Apply lessons learned and constructability knowledge to guide team decisions., • Maintain strong technical fluency across trades and building systems., • Share construction lessons learned with teammates in monthly staff meeting presentations., • Mentor teammates on specific trade expertise to elevate the company’s overall technical ability. Team Leadership • Assume responsibility for project and team success, including that of external partners., • Lead multidisciplinary consultant and contractor teams with clarity, accountability and a Project First mindset., • Create and update project schedules, permit logs, utility matrices, issues list and any other tools to surface critical issues and focus the team on priorities., • Build strong relationships with clients, public agencies, and project partners., • Navigate and resolve inter-consultant conflicts swiftly and diplomatically., • Push teams toward best practices and elevate the performance of the entire project ecosystem., • Mentor Assistant Project Managers and support their career development., • Represent Cooperative LA with professionalism, authority, and reliability. Meeting Leadership • Lead structured, efficient meetings that produce decisions, commitments, and forward motion., • Properly prepare for meetings and guide discussions toward resolution in meeting or by specific due dates., • Capture and distribute meeting notes within 24 hours that are accurate, action-oriented, and governed by due dates., • Push for clear deadlines informed by project targets and ensure follow-through across all participants., • Create spin-off coordination sessions when technical issues require deeper focus. Quality Deliverables • Produce and oversee high-quality schedules, budgets, reports, logs, risk trackers, and other project documentation., • Tailor deliverables to meet client needs while maintaining firm-wide standards., • Provide detailed feedback and quality control on APM deliverables., • Develop improved tools, templates, GPTs or processes when existing ones aren’t sufficient., • Ensure all reporting surfaces risks and drives timely decision-making. Integrity • Serve as a trusted advisor to clients and a stabilizing force for the team., • Communicate difficult truths with diplomacy and professionalism., • Hold yourself and others to high ethical standards., • Practice authenticity and courage with sharing ideas, stating limitations and flagging concerns., • Diligently and urgently protect the client’s budget and schedule as if it was your money., • Demonstrate humility, fairness, and accountability, especially under pressure., • Model Cooperative LA’s values in every interaction. Technologies • We use Smartsheet, OpenAI, Bluebeam, Procore, Primavera, EOS, Pipedrive, Microsoft Suite and more., • Those with a curiosity around new technologies and finding better ways to work do exceptionally well here. What We’re Looking For • 6–10 years of experience in development, construction management, architecture, engineering, or similar fields. General Contractor or Architect experience is preferred., • Strong technical expertise across major trades and building systems., • Proven ability to lead interdisciplinary teams and manage complex workflows., • Excellent communication, meeting leadership, and conflict-resolution skills., • Ability to mentor junior staff, organize large efforts, and deliver high-quality work under tight timelines., • Alignment with Cooperative LA’s values and commitment to excellence., • Experience managing projects in Los Angeles is preferred., • Ability to work three times a week at our main office in Pasadena. Salary & Benefits • The annual salary range for this role is $145,000 to $162,000., • Annual performance based bonuses., • Clarity and support for upward mobility using C.LA's Competency Ladders., • Remote workdays 2 days a week., • AI training and immersion., • 6% 401k Employer Match., • 100% medical coverage for employees on base plans., • Profit Interest Units (PIUs) Program Eligibility., • Flexible PTO Policy., • Professional development allowances for ULI, AIA, etc., • Weekly lunches and quarterly team building events., • Beautiful offices in Pasadena and Culver City working alongside AEC & Development firms as co-tenants. How to Apply

Job Description K2 Space is building large, high-powered spacecraft for the next generation of space development. Backed by Lightspeed Venture Partners, Altimeter Capital, and many others ($200M raised to date), we intend to mass produce the highest-powered satellite platforms ever built for missions across LEO to Deep Space. The rise of launch vehicles like Falcon 9 and Starship enables the move from an era of mass constraint to one of mass abundance. We believe this new era requires spacecraft with a fundamentally different design in order to fully utilize the massive rockets coming to market. We're a team that believes the future lies in building large, high-powered satellites that can handle multiple orbits. This is a necessity if we ever want to develop the solar system, and become a Kardashev Type II (K2) civilization. If you are a motivated individual who thrives in a fast-paced environment and you're excited about contributing to the success of a groundbreaking Series B space startup, we'd love for you to apply. The Role The Accounting Manager oversees the month-end close process and other business processes such as procure to pay, fixed assets, inventory, and revenue & receivables. This role involves working with team members across the organization, establishing controls throughout business processes, maintaining compliance with company policies and financial regulations, identifying opportunities to further enhance business processes. The ideal candidate is detail-oriented, self-starter, and skilled in leadership and process improvement. This role will report to the Assistant Controller. Responsibilities • Lead the month-end close process to ensure complete, accurate, and timely reporting and accelerating the month-end close timeline., • Oversee the daily accounting operations across procure to pay, fixed assets, inventory, and revenue & receivables processes., • Review general ledger coding for invoices, PO's, and other time tracking mechanisms to ensure appropriate classification and accounting of daily transactions., • Prepare and review journal entries and account reconciliations including identifying trends and discrepancies and ensuring retention of supporting documentation., • Collaborate with other departments (operations, supply chain, engineering, production, etc.) to identify improvements in cost tracking processes and develop costing methodologies., • Establish internal controls throughout business processes and ensure adherence to Company policies, including identifying improvements to existing Company policies., • Improve the Company's existing financial systems across business processes to ensure they scale as the Company continues to grow., • Support various ad-hoc finance and other accounting activities as needed., • Research, document and review technical accounting memos as needed., • Bachelor's degree in Accounting, Finance, or Business, • 6+ years of progressive accounting/finance experience, • Experience in a start-up or manufacturing environment strongly preferred, • Proficiency with accounting software (e.g., NetSuite or similar, Ramp, Bill.com, Carta), • Strong understanding of US GAAP, financial reporting, and internal controls, • Hands-on and detail-oriented, with willingness to handle transactional tasks as well as strategic projects, • Prior experience in aerospace, satellite, manufacturing, telecommunications, or defense industries, • Start-up or fast-paced environment experience, • Cost accounting experience, • Base salary range for this role is $110,000 - $155,000 and equity in the company, • Salary will be based on several factors including, but not limited to: knowledge and skills, education, and experience level If you need a reasonable accommodation as part of your application for employment or interviews with us, please let us know. Export Compliance As defined in the ITAR, "U.S. Persons" include U.S. citizens, lawful permanent residents (i.e., Green Card holders), and certain protected individuals (e.g., refugees/asylees, American Samoans). Please consult with a knowledgeable advisor if you are unsure whether you are a "U.S. Person." The person hired for this role will have access to information and items controlled by U.S. export control regulations, including the export control regulations outlined in the International Traffic in Arms Regulation (ITAR). The person hired for this role must therefore either be a "U.S. person" as defined by 22 C.F.R. § 120.15 or otherwise eligible for a federally issued export control license. Equal Opportunity K2 Space is an Equal Opportunity Employer; employment with K2 Space is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.

Job Description We all face challenges and transitions in our lives, and when we do, we must be able to count on the strength of community for support. For the people of Los Angeles, Jewish Family Service LA (JFSLA) is that trusted source of support. We are a comprehensive network of services that welcomes individuals and families of all ages and identities to our full spectrum of care. Our highly trained staff and volunteers work closely with individuals and their loved ones to problem-solve and guide them on their paths to safety, security, wellness, and fulfillment. JFSLA staff share in our mission and work towards our goals with the highest level of responsibility, professionalism, and integrity. JFS demonstrates our commitment to our staff by offering a comprehensive benefits package and a nurturing environment. JFSLA is committed to cultivating and preserving a culture of inclusion and connectedness. In recruiting for our team, we seek the unique contributions that individuals can bring from all backgrounds. We strive for a diverse team in order to better serve our clients and ensure our excellence as an organization in identifying, designing and delivering solutions. Be part of our commitment and join our family. For more information on our philosophy and services, please tour our website The Controller serves as the organization’s senior accounting officer, reporting to the Chief Financial Officer (CFO). This role is responsible for ensuring the integrity of financial reporting, overseeing accounting operations, and maintaining compliance with GAAP, nonprofit accounting standards, and federal/state regulations. The Controller provides strategic support to the CFO, supervises the Assistant Controller and Senior Accountant, and partners across the organization to strengthen financial systems, internal controls, and operational efficiency. Qualifications: • Personal qualities of integrity, credibility, and commitment to JFS’ mission; a proactive, hands-on strategic thinker and team-player who will own the responsibility for the financials of the organization., • Minimum of a BA in Accounting; MBA and/or CPA preferred but not required., • 5 years of increasingly responsible management experience, a portion of which includes oversight and development of staff., • Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments., • Commitment to recruiting, mentoring, training, and retaining the team; the foresight and ability to delegate accordingly., • A track record in grants management, as it relates to compliance and reporting of government, corporate and foundation grants., • Keen analytical and problem-solving skills which allow for strategic data interpretation vs. simple reporting., • Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, board and/or outside partners. Outstanding oral and written communication skills., • Excellent organizational skills with a focus on attention to detail., • An independent strategic thinker with good judgment, sensitivity and common sense., • Technology savvy with advanced knowledge and/or the ability to rapidly learn accounting and reporting software; exceptional Microsoft Office (Excel, PowerPoint, etc.) skills., • Ability and desire to translate complex financial concepts to individuals at all levels including finance and non-finance staff., • Culturally sensitive and able to work with a multicultural customer population; ability to work in a non-judgmental manner and foster positive professional outcomes; able to work as part of a team and maintain professional boundaries., • Must pass a criminal background check (Live Scan fingerprinting) prior to beginning employment. Responsibilities/Essential Functions: • Oversee preparation of accurate and timely monthly, quarterly, and annual financial statements in accordance with GAAP and nonprofit fund accounting standards., • Ensure compliance with all regulatory reporting requirements, including IRS Form 990, state charitable filings, and grant reporting., • Partner with Development and Program teams to ensure donor restrictions and grant funds are properly recorded, monitored, and reported., • Supervise and provide direction to the Assistant Controller and accounting staff, ensuring high-quality execution of general ledger, payroll, accounts payable/receivable, and cash management., • Manage the month-end and year-end close processes, including reconciliations and variance analysis., • Oversee maintenance of chart of accounts and financial system integrity; identify opportunities to streamline processes and leverage technology (ERP, grant management systems, etc.)., • Design, implement, and monitor internal control policies to safeguard assets and ensure compliance with nonprofit accounting best practices., • Lead annual audit and serve as primary liaison with external auditors, including preparation of audit schedules and responses., • Monitor compliance with restricted fund usage, grant agreements, and debt covenants (if applicable)., • Supervise, mentor, and evaluate the Assistant Controller and other finance staff, fostering professional growth and a culture of accountability., • Partner cross-functionally with HR, IT, Facilities, and Program leaders to integrate financial considerations into organizational decision-making., • Serve as a trusted advisor to the CFO, leadership team, and Board Finance/Audit Committees, • Other duties as assigned. Jewish Family Service is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, national or ethnic origin, age, disability or status as a veteran. This position reports to the CFO *cb

Job Description STUDENT SUPPORT SPECIALIST A Day in the Life: The Student Support Specialist collaborates with students to help them become well-rounded, informed citizens who can live independent and self-sufficient lives as well as navigate the community. The specialist may work simultaneously in multiple functional areas depending upon center requirements and individual development goals. As such, the Student Support Specialist will familiarize themselves with handbooks and other relevant job content for additional functions as they are given assignments there. The Student Support Specialist is an onsite full-time non-exempt position located in Long Beach, CA who reports to the Life Skills and Wellness Coordinator. This position operates in a highly scheduled environment but may require longer hours and occasional weekend work and minimal travel as job duties demand. The Student Support Specialist position involves a moderate physical demand. The College Internship Program (CIP) is a full-year private young adult transition program for individuals 18-26 with autism, ADHD, and other learning differences offering comprehensive and specialized services. CIP’s programs uniquely address the needs of adolescents and young adults with high-functioning autism, ADHD, and other learning differences by providing a comprehensive curriculum, expert staffing, and a structured weekly schedule. We believe that a learning disability is a learning difference, and our expert staff understand and meet our young adults enrolled in the program where they are at. Our programs focus on the generalization of specialized skills specifically for autism and learning differences. CIP students live with a close-knit community of peers within a supported apartment living setting and fully access the community around them. Each student’s unique needs are met individually as they prepare for success in independent living, college, and employment. CIP is the result of strategies we have developed over 40 years working with hundreds of young people who learn differently and have exceptionalities, helping develop the self-knowledge and skills to live happy and productive lives. All the Responsibilities We’ll Trust You With: * Assist students in transition and adjustment to independent living through the delivery of Life Skills curriculum. * Collaborate closely with program staff to deliver services in other key functional areas as dictated by student needs (e.g., academic, career, social, etc.). * Assist with Person Centered Planning and Semi-Annual Progress reports. * Respond to problems, policy violations, and other issues that might arise and escalate as appropriate. * Assist students in building independent living skills and other functional competencies and routines to help them achieve their goals. * Engage students in productively exploring and connecting within the CIP and external community. * Track coordination of student goals through their achievement in CIP programming. * Administrative duties associated with the position include, but are not limited to: * Communication with fellow staff * Regular monitoring of student progress * Writing or updating student reports * Recording student attendance * Completing weekly student assessment form * Supporting students with schedule planning and goal-setting * *Other Duties as Assigned * Qualities You Possess: * The Student Support Specialist will possess exceptional communication skills, precise attention to detail, superior organization and prioritization skills, and self-motivation in managing tasks to completion. They will have genuine empathy and awareness of the needs and sensitivities of prospective families, students, and staff. Your Areas of Knowledge and Expertise: * Bachelor’s Degree from an accredited institution in a related field is highly preferred. * At least two years of related experience and/or training is required. * A strong special education background, particularly at the higher education level is required. * Experience in the field of autism and/or learning differences is highly preferred. * Proficient with computer software for office tasks and in learning new company computer software programs is required. * An active Driver’s License is required. Why Join CIP? * Vacation Time - 15 days full time only * Paid Holidays - 13 days full time only;Holiday premium pay for part time only * Paid Sick Days and Personal Days accrued * Medical, Dental and Vision Insurance * Voluntary Benefits: Short and Long-term Disability, Additional Life, Child Life and Spousal Life * Dependent Care Flexible Spending Account * Flexible Spending Accounts * 401(K) - We offer a Traditional 401(K) and a Roth 401(K) employer match up to 4% * Financial Wellness Advisor Services * Tuition and continued education reimbursement up to $3,000 annually for full time and up to $1,000 for part time * Wellness reimbursement of $200 per year for full time and $100 per year for part time * Employee Assistance Program: child care and parenting, senior care and aging, emotional health, health and wellness, legal and financial, access to discounts * A health advocate to assist with our insurance & healthcare challenges * Ongoing monthly training and professional development opportunities * Supportive and Collaborative Culture *Please note that the benefits listed may change based on business needs, regulatory requirements or other factors This role may also be of interest to candidates searching for positions or skills related to case management, student success, behavioral health, mental health counseling, disability services, special education, autism support, vocational counseling, higher education, social work, peer mentor, human services, therapy, school counseling, internship support, college readiness, residential life, crisis response, student engagement, transition services, behavior technician, substitute teacher, college advising, working with people with autism, wraparound services, camp counselor, marriage and family therapy, executive functioning, peer coach, emotional regulation, resource specialist, neurodiversity support, crisis intervention, working with people with developmental disabilities, student involvement, cognitive behavioral therapy, trauma informed care, campus life, paraprofessionals, clinical therapist, psychologist, coping skills, alternative education, youth services, private practice, individual/group counseling, inclusion workforce development, student affairs, student assistant, school experience, instructional assistant, IEP, social-emotional learning, autism advocacy, working with high schoolers, holistic wellness, career services, student life, academic planning, peer support, crisis prevention intervention, student services, working with people with disabilities, first year experience, college success, postsecondary support, inclusive teaching, mental health advocacy, college transition, academic advising, adaptive learning, paraeducators, psychology, individualized support, mindfulness, learning disabilities, accessibility services, disability studies, cognitive science, sociology, social and behavioral sciences, and education. Accommodations Disabilities Act Statement Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job position. Affirmative Action Plan (AAP)/Equal Employment Opportunity (EEO) Statement College Internship Program (CIP) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This job description is intended to provide a general overview of the responsibilities and qualifications associated with this position. It is not an exhaustive list of all duties, responsibilities, and qualifications required. Team members may be assigned additional responsibilities as necessary.

Job Description Job description: Are you looking to join a financial planning firm that is focused on making a meaningful difference? Doesn't just talk about doing comprehensive planning, but actually achieves it for clients? If so, we want to meet you! We were recently ranked in FORBES as Best-In-State and Top Financial Security Professional categories and are eager to find a passionate team player to join our fast-growing firm. Lead by women, and focused on women, we are looking for an energetic, driven, and knowledgeable individual who enjoys handling various administrative responsibilities and who is highly organized. We are a group of hard-working, fun, and diverse people who value teamwork and an open, communicative culture. Our LA based women-focused wealth management firm is rapidly growing and the purpose of this position is to ensure smooth daily operations of the practice by managing all of the miscellaneous office responsibilities and calendar management. Additionally, the position will include answering the phones and managing appointment setting of existing clients. Position will require employee to perform general administrative tasks, including but not limited to ordering and managing supplies, mailing out envelopes and packages, scanning documents, calling and emailing various companies and vendors as needed, and assisting the marketing coordinator with company events. Other duties include: • Welcome leads and clients to the office, • Reaching out to new leads received from various marketing strategies, • Assist financial advisor and operations personnel with tasks related to file prep and customer service, • Implementation and follow thru on new marketing ideas Knowledge, Skills, and Requirements: • Prior experience working in financial industry preferred, • Highly organized with strong follow-through, • Process driven while completing tasks, • Ability to prioritize day-to-day tasks/projects and manage time, • Resourceful in problem resolution, • Thrives in a fast-paced environment, • Ability to learn quickly and adapt to change, • Task oriented and enjoys potentially tedious tasks, • Proficiency across all basic software and computer programs (Word, Excel, Microsoft Suite, OneDrive, Adobe/PDFs), • Strong data entry and organizational skills, • Attention to detail and being meticulous is a MUST, • Results driven, • Consistent follow-through, • Command of the English language and grammar, • Ability to follow company policies, • Ability to work both independently and on a team, • Experience with CRM software, excel, and DocuSign, • Ability to type a minimum of 40 WPM with accuracy, • Ability to motivate prospects to set appointments (no cold calling, only prospects that have contacted our firm) Schedule: • Monday to Friday, • Occasional evenings/weekends for events Ability to commute/relocate: • Los Angeles, CA 90004: Reliably commute or planning to relocate before starting work (Required) Application Question(s): • Have you worked in the financial services or banking industry? Education: • High school or equivalent (Required), • Bachelor’s degree (Preferred) Experience: • Customer service: 2 years (Required), • Administrative Assistant: 1 year (Required) Work Location: In person, no remote or hybrid opportunities Job Type: Full-time Salary: $65,000 to $75,000 per year DOE Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Vision insurance Education: • Bachelor's (Preferred) Experience: • Customer service: 2 years (Required), • Administrative: 1 year (Required), • Financial services: 1 year (Preferred) Ability to Relocate: • Los Angeles, CA 90004: Relocate before starting work (Required)

Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor needs. This is a dynamic role and every day will be different. The assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a top financial advisor and planner. If you have experience or/and licenses, and the desire to be a producing financial advisor, you may be given some of the large book of clients to manage. Personal qualities you should have: · Great team attitude · Strong ethical character · Desire to help clients achieve financial comfort · Organized and detail-oriented · Outgoing, personable and engaging · High level of accuracy · Excel at multi-tasking and prioritization · Great communication skills · Commitment to the company's growth, as well as professional and personal growth Responsibilities: · Prioritize daily tasks, track progress of projects and deadlines · Service client requests (wires, checks, journals, etc.) and maintain necessary records for compliance · Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts · If licensed with some experience, manage and advise lower tier clients · Perform additional duties and special projects as assigned or needed Requirements: • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.), • Ability to work in a fast-paced environment with high attention to detail, • Superior communications skills, both oral and written; effective interpersonal skills, • Ability to work well independently and within a team environment Salary: $55,000.00 - $85,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Schedule: • 8 hour shift Supplemental pay types: • Bonus pay COVID-19 considerations: vaccination required. Education: • Bachelor's (Preferred) Experience: • Customer service: 2 years (Preferred) License/Certification: • Series 7 (Preferred) Work Location: In person Company Description