Financial Advisor Assistant Client Support & Admin Pro
Sackett Financial Group
Sackett Financial Group in Brea, California is looking for an experienced Financial Advisor Assistant to support our advisory team. This role involves providing operational support, client interaction, and managing paperwork. Candidates should bring two years of financial services experience and strong skills in customer service. The position offers a full benefits package, including medical and a 401K plan with matching. With a great office culture, this role is ideal for motivated individuals seeking growth in their finance careers. #J-18808-Ljbffr
$70k - $100k
...We are seeking an experienced Financial Advisor Assistant to join our independent Registered Investment... ...our advisory team in assisting our clients meet their objectives. The financial... ...providing administrative and operational support to financial advisors in a fast-paced...SuggestedCasual workWork at officeMonday to Friday- An established industry player is seeking a detail-oriented Payroll Coordinator to manage payroll functions efficiently. This role involves processing payroll, maintaining employee records, and ensuring compliance with time and attendance policies. The ideal candidate ...Suggested
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- ...Lot Associates in La Habra, California. In this role, you will assist customers with loading their vehicles and ensure a sufficient supply... ...This position requires maintaining a welcoming environment and supporting customers’ needs as they enter or leave the store. Join The...
$70.3k - $75k
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...Financial Services Assistant – State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable...Base plus commissionFor contractorsWork at officeMonday to FridayWeekend work- ...A leading financial services firm is seeking a Financial Consultant in California to provide clients with financial guidance and wealth management services. You'll build lasting relationships while navigating a supportive and innovative work environment. This role requires...
- ...This role at CU SoCal in Financial Services would allow you to join... ...Management team as a Financial Advisor associated with LPL Financial... ...arrangement, with on-site support at local branches to service... ...of business development and client-facing sales experience in the...Local areaRemote workMonday to FridayFlexible hoursAfternoon shift
- ...Hope International University is seeking a Director of Student Financial Services to counsel students on financial aid programs and... ...strong communication and counseling skills. The role is vital to supporting students in navigating financial aid processes. #J-18808-Ljbffr...Full time
$63.3k - $117.2k
...Provides financial and investment planning and advice in collaboration... ...interest of the customer. Determines client needs and provides solutions... ...to business partners. Supports the achievement of sales and performance... ...for part-time roles will be pro-rated based on number of hours...Contract workPart timeLocal area- ...Representative. This full-time role requires excellent communication and customer service skills, along with two years of experience in a financial institution. Responsibilities include handling member inquiries, processing transactions, and opening accounts. Benefits include...Full timeFlexible hours
$50k - $65k
Financial Services Assistant - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified... ...customer relationships, educate clients on insurance options using a needs‑... ...work toward meeting sales goals in a supportive team environment. Responsibilities...Base plus commissionFor contractorsWork at officeMonday to Friday- ...Join a dynamic team as a Financial Services Assistant where you'll play a crucial role in enhancing customer relationships and providing valuable... ...health, dental, and vision insurance. You'll thrive in a supportive environment that values growth and professional...
$24 - $26 per hour
...Finance Specialist to manage accounts receivable and payable functions. The role involves maintaining accuracy in financial tasks, providing executive assistance, and ensuring compliance with accounting policies. Candidates should have a high school diploma, knowledge in...Hourly payFull time$34 - $44 per hour
...This full-time, in-office role involves managing accounts receivable and payable, administering QuickBooks Online, and generating financial reports. The ideal candidate will have over 3 years of experience in accounting roles and strong skills in Excel and QuickBooks. Candidates...Hourly payFull timeWork at office- ...card and bank statements · Mails payment checks · Runs errands (i.e. to the post office, to the CPA, etc.) · Provides administrative support to Finance Manager and CFO · Greet and guide a visitor(s) to a meeting room(s) · Clean and organize meeting room after a meeting...InternshipWork at office
$16.9 - $24 per hour
...Opt For Healthy Living is seeking a Student Assistant for on-site support in Waste Management at CSUF. The ideal candidate will perform general office tasks and assist with various functions on campus. Candidates must be current CSUF students in good academic standing,...Hourly payWork at office- ...Loan Support Clerk - $32.68/hr Brea, CA - onsite 12 months+ Summary: Provides administrative and clerical assistance to the loan processing team by maintaining accurate records,... .... Skills: Experience in a financial or administrative support role....Work at office
- Daiso USA is seeking a Retail Store Sales Associate in Whittier, California. In this position, you will engage customers, offer product insights, and help maintain a welcoming store environment. Ideal candidates demonstrate strong communication skills and a passion for ...
$23.19 - $28.35 per hour
...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe... ...from Day One. Responsibilities Client Relationship Consultants build relationships... ...products and services to assist with meeting their financial...Hourly payTemporary work$30.9 - $37.76 per hour
...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe... ...all from Day One. Job Description Client Relationship Consultants build... ...digital products and services to assist with meeting their financial...Temporary workLocal area- Holiday Inn & Suites Anaheim seeks a Night Auditor responsible for balancing revenue and settling accounts nightly, along with other Guest Service Agent tasks. The role requires bookkeeping activities and responding to guest inquiries, ensuring high guest satisfaction. ...Daily paidNight shift
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$27.22 - $33.26 per hour
...Job Description Client Relationship Consultants build relationships... ...and learning about their financial needs, and banking channel preferences... ...products and services to assist with meeting their financial... ...policies, procedures and support systems Thorough knowledge of...Temporary workLocal area$20.88 per hour
...Loan Support Clerk - Loan Servicing Genesis10 is currently seeking... ...onsite position with a major financial institution located in Brea,... ...administrative and clerical assistance to the loan processing team... ...roles. With more than 300 active clients, Genesis10 provides access to...Permanent employmentContract workWork at office- ...A health organization is looking for a payroll professional to assist with payroll functions and ensure timely processing for all associated... ...payroll discrepancies, data entry tasks in Kronos, and supporting HR with payroll inquiries. Competitive role with potential for...
$90.7k - $136.1k
...per week in the Brea office to support collaboration and business needs. As the Sr. Financial Analyst, you will drive the organization... ...news, and equity markets. Assist in investor targeting, tracking... ...standards and serve as a trusted advisor by providing fact‑based,...Contract workWork at office$75k - $85k
...seeking a highly organized and proactive Sales Coordinator to support a fast‑paced sales team within an established home décor and lifestyle... ...orders, shipment updates, product availability, and timelines Assist with preparing sales materials, reports, presentations, and...Full timeWork at office
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