Client Finance Assistant Jobs in Buena Park

Essential Functions : · Manage client needs in all aspects of service including brokerage ... · Assist clients on rollover paperwork when moving funds from an outside retirement account such .....

... service delivery model in the Western region and nationally. The successful candidate will be a ... The officer has an assistant and together has total administrative responsibility for a book ..

Established Financial Advisor in Irvine, CA seeks a self-starter with industry experience. Working ... client rapport; overseeing appointment prep; setting up details for seminars throughout the year .....

... FM Financial is a small corporate benefits consulting firm in Old Town Pasadena, predominantly ... We approach each client engagement uniquely and with a strong emphasis on service. Our goal ..

Trinity Financial Services is a growing private equity firm in need of an Executive Assistant ... client service and response * Forward looking thinker, who actively seeks opportunities and .....

Westlake Financial Services believes in PEOPLE with the PURPOSE and PASSION to assist our more than ... current client and potential client relationships within the independent franchise dealer .....

Help to implement human resources programs by providing human resources services, including ... Envision has offices in Owings Mills, Maryland, Denver and Bangalore, India providing client .....

Client Service Associate / Administrative Assistant - March 2018 We are a growing, service focused Financial Planning and Wealth Management firm located near John Wayne International Airport in .....

Financial Services company looking for a sales assistant to join our team! Responsibilities ... Assist in preparing customized client meeting materials * Troubleshoot and resolve product issues .....

Company Description Located in Pasadena, California, Taylor Insurance and Financial Services is a ... Client relationships and integrity are central to our core values..

This position will assist in the coordination of financial reporting and analysis. Ensure company ... service and value to each client..

... and client portal -Assist with administration, integration, and reporting needs of HRIS system ... Supporting users in a regulated financial services environment Marketing Automation Platform .....

Thrivent Financial is a faith-based, not-for-profit financial services organization with ... You will be answering calls and scheduling and confirming client appointmentsYou will greet clients .....

Westlake Financial Services believes in PEOPLE with the PURPOSE and PASSION to assist our more than ... Develop and maintain current client and potential client relationships within the independent .....

Additionally, a keen understanding of Japanese business and non-business customs will assist the ... Company Description Global Financial Services Corporation..

... services, consulting, or a research-based industry ... Daily projects include drafting and proofing client correspondence, processing documentation .....

Atlantic-Pacific Processing Systems, Inc. is a financial services company located in Fountain ... Assist merchants with authorization and settlement inquires * Prepare and send out new merchant .....

Financial Services Firm in Los Angeles is seeking a skilled Administrative Assistant to join their team on the Westside. Candidates need to be proactive and resourceful, with an engaging and .....

Supporting Finance Manager with Special Projects SKILLS, EXPERIENCE & COMPETENCIES * Bachelor ... service and value to each client..

... finance team. Responsibilities: * Prepare and lead weekly program management calls with clients ... Receive and resolve client inquiries as part of the service team * Maintain accurate records of ..