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Job Description Title: Accounting Manager Reports to: Director of Accounting Status: Salaried - Exempt Salary Range: Depending on State Wage Structure (Min Salary-TBD) Summary Description The Accounting Manager (AM) is responsible for successfully leading an accounting team to ensure excellent customer service, team accountability, accurate and timely financials to the clients and overall team profitability. Responsibilities include managing the accounting team and client base. The focus is on accountability of deliverables to clients, ensuring customer financials are accurate and customer service is stellar. The responsibility is also to lead your accounting team and ensure the successful completion of accounts payable, payroll and related journal entries, postings to general ledger accounts, period end processing and overall customer satisfaction. Key Responsibilities Client Relationship Management Serve as the primary AS contact for assigned clients, ensuring all AS services are delivered effectively and efficiently. Consult with clients on AS-related matters, including compliance, financial reports, accounting procedures and service improvements. Conduct regular client check-ins and satisfaction reviews, resolving issues and providing solutions proactively. Utilize quality improvement processes to document procedures and to improve procedures. Service Delivery & Operations Oversee AS services such as accounts payable, general ledger, intercompany reconciliations, accounts receivable, treasury services and custom reporting. Ensure AS processes are compliant with GAAP and company policies. Manage the integration of AS systems and partnered platforms, ensuring accurate and timely financial reporting packages for each client. Team Leadership & Management Lead, mentor and develop the AS team members, assign tasks, conduct performance reviews, and set development goals. Ensure the team meets client service-level agreements (SLAs) and maintains high-quality service standards. Participate in the recruitment process of new team members for the AS department. Provide training and guidance on new policies and procedures, ensuring the team is up to date on AS best practices and KPI's are met. Foster a continuous learning environment and professional growth within the team. Compliance & Risk Management Stay informed on changes in federal, state, and local accounting regulations and laws to ensure client compliance. Implement and manage accurate AS processes for clients, including but not limited to audits, reconciliations, year-end filings with CPA, 1099s, and sales tax filings. Address any potential compliance risks and proactively resolve issues. Process Improvement & Strategy Identify opportunities to improve AS service delivery and streamline operations. Lead or participate in AS projects aimed at enhancing client satisfaction and operational efficiency. Collaborate with senior leadership to align AS strategies with company goals. Advise and aim to provide platinum customer service to clients and employees enabling proper utilization and maintenance of standard operating procedures (SOPs). Training & Client Support Conduct training sessions on AS policies, procedures, and compliance for both clients and internal AS staff. Assist with onboarding/offboarding clients to ensure smooth integration into AS services. Provide ongoing support and guidance to clients on AS best practices via weekly client recaps and regularly scheduled partnership meetings. 10095 Mission Gorge Rd. Santee, CA. 92071 Qualifications Education ▪ A Bachelor's degree in Accounting, Business Administration, or a related field required ▪ Experience in or certification in AS programs (SAGE Intacct, Excel, QuickBooks, R365) is a plus. Experience ▪ 5+ years of progressive bookkeeping experience, with at least 2 years in a management or client services role ▪ Strong knowledge of both Federal and State accounting principles and laws. ▪ Experience with auditable ERP, workflows and internal controls. Skills & Competencies ▪ Strong problem-solving and conflict resolution skills ▪ Excellent written and verbal communication ▪ High attention to detail, with analytical and organizational skills ▪ Ability to manage multiple clients and prioritize effectively to meet deadlines ▪ Leadership, mentoring and independent decision-making skills ▪ Proficiency in Microsoft Office applications (Word, PowerPoint, Excel, Outlook) and ERP systems ▪ Ability to follow professional appearance and dress code guidelines Work Environment This position operates in a professional office environment and requires regular use of standard office equipment such as computers, phones, and copy machines. Some travel to client sites may be required. Flexibility in working hours may occasionally be necessary. Physical Requirements Must be able to sit for extended periods and work on a computer. Occasional lifting of up to 15 pounds may be necessary. Benefits Comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and opportunities for professional development. Equal Employment Opportunity FLORES is committed to providing equal employment opportunities to all employees and applicants, regardless of race, color, religion, sex, national origin, age, disability, or any other legally protected status. Important Disclaimer Notice - The job duties, elements, responsibilities, skills, functions, experience, and education factors, and the requirements and conditions listed in this job description are representative only and are not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

Job DescriptionDescription: SUMMARY: A Practice Manager is responsible for the daily operations of a medical office or clinic, including oversight of optical services, opticians, clinical teams, and front office functions. Duties include managing staff, handling patient interactions, supporting onboarding and training efforts, and ensuring compliance with regulatory requirements. A Practice Manager must demonstrate excellent customer service, strong leadership, organizational skills, and financial acumen. They work collaboratively with physicians, optometrists, and opticians to support high-quality patient care and operational success.Ensures satisfaction among Acuity physicians, optometrists, and optical teams; addresses and resolves concerns promptly. The Practice Manager is also accountable for the performance and customer service delivery of the optical department, including product offerings and inventory management.Develops team through effective leadership, coaching, and mentoring. Manages staff scheduling to ensure adequate coverage across clinical, front office, and optical departments. Responsible for maintaining appropriate clinical and optical inventory, ensuring fiscal responsibility and alignment with company guidelines. Champions company Core Values, initiatives, and a culture of patient-centered care at their location(s). ESSENTIAL FUNCTIONS: To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. • Manages and oversees patient census and clinic flow for assigned office, including optometry schedules and optical department performance., • Monitors and adjusts clinic and optical operations to ensure optimal staffing, performance, and customer experience., • Oversees optical services, including managing opticians, frame inventory, lens ordering processes, product pricing, and vendor relationships., • Prepares and controls the clinic and optical budgets aiming for efficiency and cost-effectiveness., • Utilizes resources to manage KPIs across medical and optical departments; fosters a goal-oriented and results-driven environment., • Implements and maintains budgetary and resource allocation plans, including optical supplies and inventory., • Partners with the Regional Director, doctors (MDs/ODs), and staff to create an accountable environment where patient care—including vision and eyewear needs—comes first., • Manages administrative and operational processes for both medical and optical departments; organizes schedules and assignments to meet office demands., • Participates in HR functions including recruiting and onboarding of opticians and other staff, performance reviews, and timekeeping., • Coaches, develops, and mentors staff, including opticians, to enhance team performance and engagement., • Leads daily huddles and monthly staff meetings to align team on goals and updates across departments., • Supports front office and back office duties, as well as optical functions, to ensure smooth clinic operations as needed., • Conducts compliance audits across the office, including optical inventory control and patient interaction standards., • Ensures strict adherence to state and federal regulations (e.g., OSHA, HIPAA, ADA) across all operational areas including optical services., • Collaborates with the optical team to ensure exceptional customer service, visual product delivery, and satisfaction., • Monitors patient feedback and escalates concerns related to any department—medical or optical—appropriately., • Maintains a professional appearance and demeanor in accordance with Company policies., • Maintains ongoing communication with the Regional Director regarding progress, issues, and milestones., • Performs other duties or ad hoc reporting as assigned by management.Requirements: QUALIFICATION GUIDELINES: REQUIRED:Bachelor’s degree in healthcare management, business, or a related field; minimum 3–5 years of relevant management experience; or an equivalent combination of education and experience. Understanding of retail or medical office operations and team leadership.DESIRABLE:Experience in ophthalmology or optometry office management, including optical services. Familiarity with practice management systems and EHR software. Experience supervising opticians or managing retail eyewear sales is a plus. CERTIFICATES/LICENSES/REGISTRATIONS: • Valid Driver’s LicenseKNOWLEDGE/SKILLS/ABILITIES/TALENTS:, • Knowledge of front office, back office, and optical/retail workflows., • Strong leadership and coaching abilities across multidisciplinary teams (including opticians)., • Customer service focus across medical and optical settings., • Inventory and supply management, especially optical frame/lens stock., • Ability to interpret performance metrics, budgets, and KPIs across service lines., • Effective communicator, motivator, and problem solver., • Strong understanding of clinic and retail optical operations., • Ability to prioritize in a fast-paced, evolving healthcare environment., • Proficient with practice management systems, optical ordering platforms, and Microsoft Office., • Comfortable holding team accountable to service standards and productivity goals.WORK ENVIRONMENT:, • Primarily an office environment with exposure to clinical and optical workspaces., • Moderate noise level with occasional interactions with upset patients or vendors., • Regular movement including sitting, walking, reaching, and lifting items under 20 lbs., • Occasional bending or kneeling.

Job Description Title: Accounting Manager Reports to: Director of Accounting Status: Salaried – Exempt Salary Range: $70,051.87-$94,776.06 Summary Description The Accounting Manager (AM) is responsible for successfully leading an accounting team to ensure excellent customer service, team accountability, accurate and timely financials to the clients and overall team profitability. Responsibilities include managing the accounting team and client base. The focus is on accountability of deliverables to clients, ensuring customer financials are accurate and customer service is stellar. The responsibility is also to lead your accounting team and ensure the successful completion of accounts payable, payroll and related journal entries, postings to general ledger accounts, period end processing and overall customer satisfaction. Key Responsibilities Client Relationship Management Serve as the primary AS contact for assigned clients, ensuring all AS services are delivered effectively and efficiently. Consult with clients on AS-related matters, including compliance, financial reports, accounting procedures and service improvements. Conduct regular client check-ins and satisfaction reviews, resolving issues and providing solutions proactively. Utilize quality improvement processes to document procedures and to improve procedures. Service Delivery & Operations Oversee AS services such as accounts payable, general ledger, intercompany reconciliations, accounts receivable, treasury services and custom reporting. Ensure AS processes are compliant with GAAP and company policies. Manage the integration of AS systems and partnered platforms, ensuring accurate and timely financial reporting packages for each client. Team Leadership & Management Lead, mentor and develop the AS team members, assign tasks, conduct performance reviews, and set development goals. Ensure the team meets client service-level agreements (SLAs) and maintains high-quality service standards. Participate in the recruitment process of new team members for the AS department. Provide training and guidance on new policies and procedures, ensuring the team is up to date on AS best practices and KPI's are met. Foster a continuous learning environment and professional growth within the team. Compliance & Risk Management Stay informed on changes in federal, state, and local accounting regulations and laws to ensure client compliance. Implement and manage accurate AS processes for clients, including but not limited to audits, reconciliations, year-end filings with CPA, 1099s, and sales tax filings. Address any potential compliance risks and proactively resolve issues. Process Improvement & Strategy Identify opportunities to improve AS service delivery and streamline operations. Lead or participate in AS projects aimed at enhancing client satisfaction and operational efficiency. Collaborate with senior leadership to align AS strategies with company goals. Advise and aim to provide platinum customer service to clients and employees enabling proper utilization and maintenance of standard operating procedures (SOPs). Training & Client Support Conduct training sessions on AS policies, procedures, and compliance for both clients and internal AS staff. Assist with onboarding/offboarding clients to ensure smooth integration into AS services. Provide ongoing support and guidance to clients on AS best practices via weekly client recaps and regularly scheduled partnership meetings. Qualifications Education • A Bachelor's degree in Accounting, Business Administration, or a related field required, • Experience in or certification in AS programs (SAGE Intacct, Excel, QuickBooks, R365) is a Experience • 5+ years of progressive bookkeeping experience, with at least 2 years in a management or client services role, • Strong knowledge of both Federal and State accounting principles and, • Experience with auditable ERP, workflows and internal Skills & Competencies • Strong problem-solving and conflict resolution skills, • Excellent written and verbal communication, • High attention to detail, with analytical and organizational skills, • Ability to manage multiple clients and prioritize effectively to meet deadlines, • Leadership, mentoring and independent decision-making skills, • Proficiency in Microsoft Office applications (Word, PowerPoint, Excel, Outlook) and ERP systems, • Ability to follow professional appearance and dress code guidelines Work Environment This position operates in a professional office environment and requires regular use of standard office equipment such as computers, phones, and copy machines. Some travel to client sites may be required. Flexibility in working hours may occasionally be necessary. Physical Requirements Must be able to sit for extended periods and work on a computer. Occasional lifting of up to 15 pounds may be necessary. Benefits Comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and opportunities for professional development. Equal Employment Opportunity FLORES is committed to providing equal employment opportunities to all employees and applicants, regardless of race, color, religion, sex, national origin, age, disability, or any other legally protected status. Important Disclaimer Notice – The job duties, elements, responsibilities, skills, functions, experience, education factors, and the requirements and conditions listed in this job description are representative only and are not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

Job DescriptionSalary: $85k-$105k AtParadigm Mechanical Corp. (PMC), were more than an HVAC and refrigeration company were builders of people, careers, and community. With a reputation for excelling at the challenging stuff, meeting our deadlines, and doing more than expected, were looking for a Workforce Relations & Development Manager to strengthen our team, support our employees, and shape the future of our workforce. This role is ideal for a hands-on HR leader who thrives on building relationships, solving problems, and developing people. Youll oversee recruiting, onboarding, compliance, and IT coordination, but your impact will go further driving employee engagement, training, and long-term development. What this looks like: Human Resources & Recruiting • Lead recruiting efforts and manage the full employee lifecycle (hire, review, exit)., • Conduct interviews, extend offers, and run onboarding through BambooHR., • Keep job descriptions and employee files accurate and up to date., • Coordinate annual reviews and partner with supervisors for feedback and growth., • Build strong relationships across all levels of the company., • Develop recognition, training, and career growth programs., • Conduct employee engagement surveys and act on feedback., • Serve as the point of contact for employee concerns, safety, and workplace issues., • Manage work comp and vehicle claims, modified duty, and incident investigations., • Keep company policies, safety manuals, and training programs current., • Serve as main contact for our IT vendor., • Set up workstations, logins, and equipment for new hires., • 5+ years of HR, workforce development, or employee relations experience, • Construction or related field experience., • Demonstrated longevity and consistency in past roles., • Knowledge of employment law, compliance, and safety practices., • Strong relationship-builder with excellent communication skills., • Organized, proactive, and able to balance compliance with culture., • Tech-savvy with HRIS (BambooHR preferred) and comfortable managing IT vendors., • Be part of a growing, people-focused company with deep roots in San Diego., • Play a key role in shaping employee experience, engagement, and development., • Work in a collaborative culture where we excel at the challenging stuff, meet our deadlines, and do more than expected.

Job Description Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice has put together a comprehensive package of products and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant. Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered. Demonstrate your passion and sales skills by offering businesses in your local community substantial savings and upgraded state of the art equipment. Get Paid while you learn an exciting new business in merchant services sales, weekly stipend & weekly commissions, monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: · UNCAPPED EARNING POTENTIAL · AGGRESSIVE COMMISSIONS · LARGE DAILY/WEEKLY/MONTHLY BONUSES · LIFETIME RESIDUALS · VARIOUS SELF-SOURCE BONUSES · OUR SUCCESSFUL SALES AGENTS MAKE OVER $100K WITH OUR MULTIPLE REVENUE STREAM COMPENSATION PACKAGE UNMATCHED FEATURES THAT WE OFFER: · IN-DEPTH ONGOING TRAINING · PRE-SET COMPANY APPOINTMENTS (TRUE TRIPLE CONFIRMED LEADS) · PROVEN SALES PROCESS THAT IS RESULTS DRIVEN · FULL SUITE OF PROFESSIONALLY BRANDED MARKETING MATERIALS & PRESENTATION TOOLS · ANYTIME LIVE MANAGER ASSISTANCE · ONLINE TRAINING & DOCUMENTS LIBRARY · E-SIGN APPLICATION OPTION (RAPID & EASY) EXPERIENCE THAT WE ARE LOOKING FOR: · At least 2 years of business-to-business (B2B) sales experience preferred · Excellent verbal, written, interpersonal, relationship building and presentation skills · Strong work ethic with a drive to succeed · Ability to self-source your own leads through a combination of cold calling and networking · Proven outside or field sales experience with a track record of hitting or exceeding sales goals · Experience in the following fields is beneficial, but not essential o Merchant Services o Mortgages Sales o Energy Sales o Insurance Sales o Advertising Sales o Real Estate Sales o B2B / D2D Sales BELOW ARE A PLUS BUT NOT REQUIRED: · Cold calling sales ability, with assertive, positive, persistent style · Bilingual · Motivated self-starter with effective time management skills · Goal-oriented and ambitious with capacity and drive to each and exceed quotas WHAT YOU WILL DO: As a Senior Sales representative with Slice Merchant Services, you will present our most popular and cutting edge Cash Discount Program to merchants offering them a revolutionary way to accept credit/debit cards. This program offers merchants to eliminate their current credit/debit card processing fees once and for all. This provides substantial savings for the merchant and makes it easy for you to make sales daily and reach your goals. • Develop strong business relationships with business owners, by cold calling small to medium-size businesses, • Collaborate with your Sales Manager to prepare and present competitive sales proposals This is a 1099 commision-only role APPLY NOW! Company DescriptionSlice Merchant Services offers innovative payment processing solutions to merchants. We are a leading credit card processing company that has put together a comprehensive package of products and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant.Slice Merchant Services offers innovative payment processing solutions to merchants. We are a leading credit card processing company that has put together a comprehensive package of products and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant.

Job Description Job Title: Hitachi Outside Sales Account Manager Location: El Cajon, CA Job Type: Full-time Salary Range: $45,000 - $75,000 annually + Commission. Great opportunity to make six figures! About Sonsray: Sonsray moves mountains for the construction, transportation, and agriculture industries. We are the West Coast's largest Thermo King & CASE dealership, offering sales, parts, service, rental, and leasing. We are committed to fostering a supportive and dynamic work environment. Why work here? At Sonsray, we value all employees, their contributions, and most importantly, their ideas! We know that the key to moving mountains is teamwork. This is what we offer our team members: • Medical coverage (PPO + HSA options), • Dental, Vision, and Life insurance provided at no cost, • 401K with competitive employer contributions, • 80 hours of annual vacation, increasing with years of service, • Uniforms provided annually, • Annual boot voucher of $125.00, • One full paid day off annually for community volunteer work, • Birthday meal provided by Sonsray, • Privately owned and operated, with decisions made based on core values rather than corporate directives, • Annual Holiday Party, including covered airfare and hotel for employees and a guest, • Emphasis on company growth and employee development, • Manage a customer base consisting of contractors, utilities, corporations, commercial, and industrial organizations within the Sonsray Machinery dealer territory., • Attain new business opportunities, achieving targeted sales volume and gross profit margins., • Maintain accurate and up-to-date marketing and sales information in the CRM system., • Develop and maintain strong business relationships with new and existing customers., • Represent the company in a professional manner during site visits, presentations, and customer interactions., • Drive to customer and prospective client locations regularly as part of an outside sales role., • Collaborate with internal teams to ensure customer satisfaction and operational efficiency., • Highly prefer 5+ years' experience in construction machinery, heavy equipment sales, or heavy truck dealership industry experience., • Experience in construction machinery, heavy equipment sales, or heavy truck dealership industry preferred., • Excellent written and verbal communication skills., • Ability to work effectively in a fast-paced environment., • Strong relationship-building skills with customers and team members., • Proficiency in Google Suite and familiarity with CRM systems., • Must be over 21 years of age and possess a valid driver’s license to drive the company., • Willingness to regularly travel to customer and prospect locations.

Job Description • Order Management: Input and process orders and quote requests, handle cash. Coordinate deliveries as required working with manufacturing, sales, distribution and outside vendors as required. Monitor scheduled shipment dates to ensure timely delivery and expedite as needed, • Superior Customer Service: Whether at the counter, on the phone or through email or fax, the CSR handles customers’ needs by finding out what they need, answering questions, creating solutions and ensuring a smooth and quick sales process. Partner with region Territory Sales Managers to help drive territory coverage and maintain positive dealer relationships. Work as part of a team to make Dealers aware of upcoming training, literature availability and ensuring they are happy with the products and services. Recommend alternate products based on cost, availability or specifications as needed. Educate customers about product terminology, features and benefits in order to improve sales and customer satisfaction., • Sales: Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices and new products sales and or discounts via outbound calls and in house counter discussions. Conduct outbound calls of existing and lost customer accounts., • Conflict Resolution: Handles customer issues including warranties and returns. Under the direction of the Branch Manager, determines best method to resolve problems to ensure customer satisfaction and adherence to the organization’s policies. Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of issues. Follows up, either verbally or in writing, to ensure customer satisfaction. Must be knowledgeable of the organization’s policies, procedures, practices, products and services., • Order Management: Input and process orders and quote requests, handle cash. Coordinate deliveries as required working with manufacturing, sales, distribution and outside vendors as required. Monitor scheduled shipment dates to ensure timely delivery and expedite as needed., • Relationship Management: Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible., • Inventory Management: Provide accurate information regarding availability of in-stock items. Conduct cycle counts as required. Replenish the show room stock as needed., • Other tasks as assigned including assisting in the warehouse, loading and unloading product using the forklift., • Receive and enter all eHUB & RNC Orders., • Communicate to eHUB & RNC customers inventory stock checks and status., • Coordinate with warehouse all will call, deliveries, and 3rd part ship outs., • Process all credits for eHUB and RNC Customers., • Process all approved warranty claims for unit exchanges and parts, • Maintain customer records such as PO’s, requests, and questions through email system., • Pull, package, and process all parcel shipments (Equipment & LTL shipments done by warehouse), • Responsible for ordering all shipping supplies for eHUB orders, • Enter and maintain all large, ongoing job orders for all customers Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States. The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.

Job Description Job Title: Client Service Manager Location: La Mesa, CA Status: Part-time HYBRID Flexible hours (20-25 hours/week) Compensation: $35/hr-$45/hr We are a tight knit wealth management team dedicated to helping individuals, families, professionals and business owners meet their individual financial goals. We provide honest, objective, and intelligent advice based on a comprehensive planning process with customized tools. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. We work on a referral-only basis. Sound appealing? We operate with a set of shared values: hard work, humility, optimism, responsiveness, and doing whatever needs to be done. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Client Service Manager to the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service. The attributes that we are looking for in a teammate include: • Unwavering attention to detail and accuracy, • Client first attitude, • Strong relationship management skills, • Ability to anticipate needs and think strategically, • Natural problem-solving instincts with proposed solutions in hand, • Passion for caring for and serving others, • Self-motivated, organized, and deadline-oriented, • Exceptional verbal and written communication skills, • Professional integrity and discretion in handling confidential matters, • Complete paperwork to a high degree of accuracy and in a timely manner (open new accounts, generate and process paper and electronic documents, use DocuSign), • Process account transfers (follow up to ensure assets fully transfer), • Document rationale for recommendations for IRA's, • 529 Plan accounts (open new accounts, service existing accounts, monthly automatic contributions, address changes, etc.), • Process account maintenance requests (SWP/PIP, contribution requests, ICP), • Monitor and encourage establishment of Trusted Contact record by clients (prepare and process paperwork, generate and mail introductory trusted contact letters), • Confirm client and prospect meetings (request documentation), • Attend client/prospect meetings with the Advisor, • Assist with the financial planning process (develop and execute retirement planning for clients, enter data into MoneyGuidePro, maintain plan data over time), • Monitor the firm's social media presence (create annual social media plan, recommend social media campaigns, lead social media outreach efforts), • Strong computer skills, including proficiency with CRM and MS Office Suite (Word, PowerPoint and Excel), • Strong knowledge of financial plans and financial planning software, • Attention to detail, • Possesses excellent organization and time management skills, • Superior verbal communication skills, • Works well collaboratively and independently, • Enjoy interacting with people face-to-face and over the telephone, • Handle multiple tasks/prioritize and operate under tight deadlines, • Demonstrated ability to work in a fast-paced environment, • Cultivate an amazing attitude and extraordinary client service As a Client Service Manager, you'll work alongside driven, caring professionals helping successful individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives — and you'll grow personally and professionally along the way. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Job Description Member Experience Specialist - La Mesa, CA US-CA-La Mesa Job ID: 2025-1739 Type: Regular Full-Time of Openings: 1 Category: Retail (Branches) La Mesa Branch Overview Responsible for the daily oversight of the branch operations under the general leadership of Branch Management. Responsible for daily coordination and administration of credit union operations and supports sales efforts while helping to create an unbeatable service experience. Performs a wide variety of complex duties related to the handling of member transactions. Under the direction of the designated manager is responsible for establishing and maintaining member relationships in order to meet the members’ financial needs, provide extra-ordinary service, and create loyal members while meeting Branch and Corporate objectives. Responsible for originating and funding consumer loans (Credit Cards, Auto Loans, Other Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals) to meet consumer loan sales objectives. Responsibilities Identifies, acquires and grows new and existing consumer relationships, including deposit and loan portfolio. Utilizes the Deep Dive to meet each member’s perceived and unperceived financial needs. Initiates and participates in relationship building events including proactive activities such as visiting members on-site and attending community events. Initiates proactive service calls to members, including internal lists. Establishes new memberships, checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking, etc. Performs appropriate on-boarding activities for all new and existing members, possibly including follow-up calls. Performs a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members. Coordinates the application process between the member, third parties and internal loan operations group, ensuring extra-ordinary service for the member. Cross-sells all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals. Initiates referrals and identifies opportunities for new referral relationships and new members. Supports daily sales efforts of service center staff and facilitates referrals of credit union products and services, including assisting teammates in sales development. Maintains the required knowledge of products, services, policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions. Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals. Utilizes skills from Service Standard and other programs as directed by management. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices. Is member focused and models the following attributes: leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the company’s core strategy, strategic objectives, brand promise, vision and value proposition. In accordance with approved credit union objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations. Maintains operations procedures ensuring compliance with approved credit union policies and procedures, therein delivering a high level of member service and operational quality in the credit union. Ensures compliance of credit union employees with established security, operations, regulatory compliance, audit, and recordkeeping policies, procedures and practices. Responsible for and participates as necessary in branch audit functions, and prepares reports as needed, including but not limited to various branch certifications, fraud control, reconciliations, negotiable control, and monthly/quarterly audits. Works closely with teammates to ensure that operational standards are met, and that operational issues are escalated and resolved in timely manner. Mentors branch staff, and provides hands on training and development to ensure new and existing staff have the requisite knowledge and skills. Provides coaching to aid with increasing understanding and ensure consistent application of policies and procedures. At the direction of the Retail Network Management, reviews records and reports to insure completeness, accuracy, and timeliness. Offers guidance and instructs branch operations staff in their daily functions, including assisting with scheduling, assigning work, coordinating activities, answering questions, solving problems, helping with complex transactions and explaining policies and procedures to tellers and members. Responsible for credit union operations, including opening, closing, and/or operating the branch on an occasional basis, in absence of on-site management. Approves transactions and authorizes fee reversals in accordance with established authority levels. Operates a cash drawer when needed, and processes cash and check deposits, withdrawal requests, loan payments, and general ledger transactions in accordance to credit union policies and procedures. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices. Solves member inquiries and/or complaints. Establishes new memberships, including checking and savings accounts, term accounts, IRA’s, online banking, insurance products and loans. Provides an unbeatable service experience and adheres to the credit union’s quality service standards, including solving member issues and complaints, and assisting tellers in mediating member situations. Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations. SUPERVISORY RESPONSIBILITIES Coordinates work for others and may provide direction in absence of Branch Management. Provides support with interviewing, coaching and training employees; planning, assigning, and directing work. Position will require some supervisory responsibilities with prior approval from AVP, Branch Experience in the absence of a manager. This includes opening/closing procedures as well as override authority within assigned limits. Qualifications EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); and two years in a financial instutuion required. Minimum of six months related experience such as branch opening/closing, coordination of work (in absence of management) & experience handling member escalations is required. Supervisory experience in a financial institution/credit union, a plus. Must have sales experience and/or training. To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use. BluPeak Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 24-29 Hourly Wage PIc885323b01e2-25405-38388433

Job DescriptionBevMo! by Gopuff is seeking a Sales Floor Leader for our Retail Operations team.As a Sales Floor Leader, you will support the Store Manager in creating an excellent customer experience while driving sales and delivering on business goals. Lead daily operations, including the motivation of the team to achieve store goals while providing an excellent customer experience. Help the Store Manager to analyze sales trends, and develop action plans to drive top line sales. Provide a strong leadership presence while enforcing all company policies and procedures, and ensuring compliance with regulatory requirements. Responsibilities: • Consistently create a welcoming environment for the customer by greeting, assisting and selling; as well as quickly responding to customer inquiries and needs., • Provide a strong leadership presence and control on the sales floor while ensuring that all customers receive exceptional service and all their needs are met., • Manage day-to-day store operations on the sales floor, including opening and closing procedures, cash handling, and POS system management., • Achieve sales targets and maximize profitability through effective selling and merchandising, using promotional and upselling techniques to help our customers in making purchase decisions across multiple categories., • Partner with store support teams to increase sales, drive/promote merchandise categories, and expand markets., • Support the Store Manager in helping manage store expenses and budgets, including labor costs, supplies, and operational expenses., • Utilize company tools to diagnose opportunities and develop action plans to improve store performance., • Monitor inventory levels and participate in inventory management activities to minimize out-of-stock situations and overstocking., • Support the store manager in training store staff, including providing feedback, coaching, and providing input on performance evaluations., • Ensures all pricing, signage, and displays are correct at all times., • Receive regular vendor deliveries and stock sales floor in a timely manner., • Responsible for controlling inventory stock levels and reordering as necessary within budget., • Enforce all company policies and procedures, including health, safety, and security., • Maintain a clean, organized, and welcoming store environmentSkills Required:, • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results., • Problem Solving & Decision Quality: Able to use rigorous logic and methods to solve problems with effective solutions., • Relationship Management: Able to build constructive and effective relationships., • Ability to influence at all levels, as well as a demonstrated ability to work effectively within a team and be assertive in driving successful management strategies., • Influencing and Negotiation: Can present ideas and directions that lead others to action., • Planning and Priority Setting: Demonstrate an ability to set objectives and goals and organize work appropriately to meet and exceed goals. Possess strong organizational and time management skills., • Demonstrates strong listening, written and oral communication skillsQualifications:, • 3+ years of management experience, • Retail or Hospitality management experience (preferred), • Wine, Spirits & Beer product knowledge (preferred), • Ability to work full-time employment as business requires (nights, weekends and holidays), • Understanding of regulatory requirements related to the sale of alcohol, • Possesses strong interpersonal skills to communicate with confidence to customers and team, • Possesses strong organizational and time management skills, • High school diploma or equivalent, • Ability to lift up to 49 poundsPay Range:, • Gopuff pays employees based on market pricing and pay may vary depending on your location. Compensation for U.S. locations is based on a cost of labor index for that geographic area., • Santee, CA: $18-$27.56

Job DescriptionCompany Description Monro, Inc. Monro, Inc. is one of the nation’s largest auto service companies and major tire retailer. We own and operate more than 1,200 stores in 32 states and our stock trades on the Nasdaq (MNRO). The Monro family of brands includes some the most recognizable names in the industry—Monro Auto Service and Tire Centers, Mr. Tire, Tire Choice, amongst many more regional chains. Our dominance is driven by teammates who strive to provide a five-star experience and deliver consistent value to our guests and shareholders. At Monro, we understand that a 5-star guest experience begins with a 5-star teammate experience. In fact, we’re currently investing more than $100 million in store improvements, new technology, and career development through our own Monro University training platform. Destination Monro – Your Career is Here! Do you have what it takes to shape a better future for yourself and the automotive service industry? Our vision is to be America’s leading auto and tire centers, trusted by consumers as the best place in our neighborhoods for quality automotive maintenance and repairs. We’re looking for motivated individuals at every stage in their career who share our vision. Positions are available in our retail locations across our many brands, in field management, and in store operations at our Store Support Center in Rochester, New York. If you like helping others, as much as you like working on cars; if you enjoy being part of a team, solving problems, and building guest relationships; if you value honesty and integrity - we have a Destination for you at Monro. Contact us to learn more. Destination Monro! – Your career is here. Job Description About the Role: The Store Manager position is a salaried role. The Store Manager provides daily leadership to all positions within the store to include General Service Technicians, Technicians, Guest Care Specialists, and Assistant Store Manager. Reporting to the District Manager, the Store Manager is responsible for providing the day-to-day leadership to the store and teammates, including selecting, coaching, and developing store teammates. This position supports Monro’s vision to be America’s leading auto and service tire service centers, trusted by our guests as the best place in their neighborhoods for quality automotive service and tires by promoting products and services to guests. Salary Range: $65,000 - $85,000 annually based on experience. This role includes achievable Store Management Incentive Plans including 2 monthly sales and contributions components and Quarterly Store Contribution Bonus Payouts. Potential Monthly Bonus payout of up to $1,600! Responsibilities: • Develop sales and technical teammates to produce a consistent 5-star Guest experience., • Ensure sales goals are achieved by assisting in the development and implementation of sales plans, thorough knowledge of services and products and the automotive industry., • Introduce tire and service products to guests to maximize sales and guest satisfaction and loyalty., • Support teammates in establishing and maintaining a productive sales environment by training and developing teammates on all shop operations and guest services., • Provide direction and oversight to other technicians and assist where needed with services/repairs., • Ensure the store is effectively staffed by managing the recruiting, hiring, training, scheduling, evaluating, performance management, and development of teammates., • Ensure expense control through the management of payroll, telephone usage, store maintenance and repairs, supplies, utilities, and other controllable expenses., • Responsible for inventory management to include pulling tires and parts, unloading and stocking inventory., • Audit courtesy inspections performed by teammates., • Ensure store is in excellent condition and maintained to Monro standards for cleanliness and consistently in guest ready condition., • Schedule guest appointments and assign teammates according to their skill level for efficient and timely completion of vehicle services/repairs., • Achieve Monro’s sales goals by properly informing and recommending tire and service products and sales promotions., • Attend to all guest needs in areas of sales, service, complaints, and adjustments., • Build guest relationships to maximize customer satisfaction, loyalty, and retention., • Assist teammates in conveying repair and service needs to guests., • Understand and adhere to company policies and procedures, Governmental standards including environmental codes, and ASNI/OSHA standards. Consistent use of all required safety standards set forth in training and policies and procedures., • Maintain technical knowledge and capabilities to ensure proficiency through the timely completion of all required Monro University training courses and modules., • Operate, utilize, and maintain all equipment in a safe manner in accordance with Monro and equipment manufacturer guidelines including but not limited to lifts, welders, brake lathes, etc., • Perform other duties as assigned and required. Qualifications Qualifications: • High School Diploma or equivalent., • Demonstrated leadership experience in a retail/sales environment., • Proven ability to manage, drive and deliver financial results while controlling costs., • Ability to influence and motivate a team to achieve set goals and objectives., • Ability to problem solve, manage inventory, merchandising, and customer service., • Communications skills to effectively communicate with teammates and guests., • Complete all Monro required training with the guidelines and timing provided., • Must possess a current valid driver’s license and have a satisfactory Motor Vehicle Report (MVR) and have the ability to operate customer’s vehicles to conduct test drives. Profile Summary: • Guest and team focused mindset with extensive experience in customer-facing, customer-centric environments, • Excellent verbal and written communication skills with the ability to convey technical issues and write routine reports., • Business mentality with the drive to exceed established goals., • Possess basic math skills to calculate figures and amounts such as discounts, interest, and percentages., • Proactive with demonstrated proficiency in multi-tasking within a fast-paced environment., • Ability to take initiative in identifying problems, collecting data, and establishing facts to produce practical decisions and solutions., • Ability to effectively mentor, coach and develop teammates., • Ability to problem solve and resolve customer complaints. Work Environment & Physical Requirements: This job operates in an automotive shop environment. The job will have exposure to a moderate noise level, adverse weather conditions, chemicals, odors, dirt and dust. Store Managers must be able to complete the following but not limited to: • Ability to work flexible hours, days, evenings, weekends, and holidays., • Must be able to lift, carry and stock merchandise and supplies up to 50 lbs. without assistance., • Frequent standing and walking for long periods of time., • Frequent reaching overhead and below the knees, including squatting, bending, stooping, kneeling, twisting. Additional Information Benefits * Health Insurance * Dental Insurance * 401K Retirement Plan with Company Match * Paid vacation * Paid Holidays * Employee Discounts * Career Development * Benefits: • Performance based incentives, • Paid vacation and holidays, • Reimbursement for ASE Certifications, • Reimbursement for State Inspection Licenses, where applicable, • 401k eligibility immediately upon hire, • Direct Deposit, • Employee Discounts, • Healthcare, Vision, and Dental This summary is not an all-inclusive description of job duties. Other job duties and responsibilities may also be assigned by the incumbent’s supervisor at any time based upon the Company’s needs. Monro conducts criminal background checks for those positions with security and/or financial responsibilities. All background checks are conducted in accordance with applicable federal, state and local law, including but not limited to the Fair Credit Reporting Act. No applicant will be automatically disqualified because of a criminal record. Rather, the Company will consider the nature of the crime(s), when it occurred, the applicant’s explanation, and the relationship to the position sought in making its determination. Monro Inc. is proud to be an Equal Employment Opportunity / Affirmative Action employer. It is our policy to consider for employment all individuals regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, gender, sex, sexual orientation, gender identity and/or expression, genetic information, veteran status, or any other characteristic protected by federal, state, or local law. • Employee Access Perks, • Career Advancement Opportunities Your next Destination! Growth Opportunity: At Monro we’re committed to helping our teammates grow their career through the combination of coursework, demonstrating leadership skills and open opportunities. Our teammates receive on-the-job training, company sponsored certifications, as well as course curriculum in Monro University that empowers them to advance to the next level of their careers. Monro, Inc. is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Project Manager El Cajon, CA | Full-Time | On-Site $55k to $60k plus commission About the Role Transition Staffing Group has partnered with a growing manufacturing and construction organization in San Diego. This is an incredible opportunity for a Project Manager who thrives in a fast-paced environment and loves seeing their work come to life across commercial spaces, corporate campuses, and national brand locations. Our client is expanding their team and looking for a detail-oriented, hands-on Project Manager who can take full ownership of projects from concept through completion, managing multiple stakeholders, tight timelines, and visible results. Key Responsibilities • Oversee 40–50 active projects simultaneously from client handoff through installation., • Serve as the primary liaison between clients, vendors, and internal departments., • Coordinate permitting, site surveys, schedules, and installation logistics., • Monitor budgets, timelines, and quality standards, • Track and report on project profitability while identifying opportunities for cost savings., • Foster strong relationships with clients through proactive communication and reliable execution. Qualifications • 2+ years of experience in project management, • Experience in the manufacturing, construction space preferred but not required., • Exceptional organizational skills and ability to manage multiple moving parts., • Strong communication and relationship management abilities., • Experience coordinating with cross-functional teams and external partners., • College degree preferred; equivalent experience considered., • Reliable transportation Schedule • Full-time, Monday through Friday., • On-site position based in El Cajon, CA. If you’re looking for a career where you can take ownership, see tangible results, and grow with a well-established organization, we’d love to connect. Company DescriptionTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/tempTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp

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