<![CDATA[Career Strategies, Inc.: jobboards - csi4jobs.com]]> http://JOBS.CSI4JOBS.COM/ en-us <![CDATA[Banquet Department Supervisor - Hospitality Industry]]> We seek an experienced Banquet Manager for a position with our client, our client, a first class resort.

The Banquet Manager is responsible for the service and quality of all banquet and meeting functions, guest satisfaction and the recruiting, supervision and continued training of all banquet department staff members. They implement marketing strategies to increase business, coordinate and oversee events held in banquet areas and regularly review staffing performance to determine areas requiring improvement and mentoring.

Our client, a sprawling resort, features a luxury hotel and grandly remodeled golf course. The recipient of multiple industry awards, they are considered one of the top courses on the West Coast, complete with state of the art upgrades. They host numerous charity events, business functions, conventions and entertainment throughout the year. Employees consider this a great place to work and list the lively events, fantastic staff camaraderie and supportive management that combine to provide a fun work atmosphere and career momentum. Their benefits package is comprehensive with many perks, including complimentary meals, use of the facilities (with a semi-private golf club), special partner discounts, employer matched 401k, paid sick and personal days, full health insurance benefits and much more.

The ideal candidate has at least 5+ years of progressively challenging positions in the hospitality industry with specific food and beverage industry management experience. They have a bachelor’s degree in business and current, related TIPS and ServSafe certifications. They excel at troubleshooting and providing patient, helpful support to their colleagues.

About the Role:

  • Plan and manage event timelines
  • Direct staff assignments in banquets, bars and kitchens
  • Interview and hire staff
  • Train and develop all levels of staff
  • Maintain effective communication with all departments including catering, sales, kitchen, AV, engineering, banquet production, purchasing, marketing, accounting, human resources, stewarding and culinary
  • Provide information on all menus, prices, service charges and room capabilities
  • Promote the department to maximize revenue and profit potential
  • Attend meetings
  • Ensure visual appeal of food and beverage displays, carts, buffets and coffee service stations
  • Plan staff schedules to anticipate volume of business
  • Review financial plans and create forecast documents
  • Prepare 14 day food and beverage forecast
  • Review and maintain comprehensive SOPs
  • Regularly review and implement customer service and merchandising improvements
  • Ensure that guests receive services in a clean, safe and enjoyable environment
  • Schedule maintenance, repair and cleaning of equipment and facilities
  • Comply with local fire, health and safety regulations
  • Recruits, provides department orientation, trains and motivates staff
  • Review employee grooming, uniforms and nametags
  • Set and manage budgets
  • Hold monthly departmental meetings
  • Stay current with industry trends and apply worthy changes

May be required to work occasional weekend and holiday hours and may include periods of frequent overtime.

This is not a comprehensive list of duties.

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Fri, 20 Apr 2018 00:00:00 PDT About The Candidate:
  • 3+ years’ experience in Banquet Management experience
  • Knowledge of hotel/conference/resort protocol and procedure (MUST)
  • Bilingual Spanish (PLUS)
  • Flexible scheduling availability (MUST)
  • Certifications: TIPS Alcohol Certification, ServSafe California Food Handler Certification (MUST)
  • Intermediate computer skills in PC environment including: POS systems (ie Micros), MS Office (Word, Outlook, Excel, Powerpoint) and Delphi (MUST)
  • Personality: passionate about the hospitality industry, advanced math, great decision maker, patient, graceful under pressure, excellent customer service, oral and written communication skills, punctual, team leader, supportive
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BENEFITS: include an employer matched 401K, free recreational facility use (Golf Course), complimentary meals, partner pricing discounts, 2 weeks paid vacation, paid sick & personal days, health insurance benefits including dental and vision

Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Director of Food and Beverage at Luxury Resort]]> We seek a Director of Food and Beverage to join our client, a first class resort.

Our client, a sprawling resort, features a luxury hotel and grandly remodeled golf course. The recipient of multiple industry awards, they are considered one of the top courses on the West Coast, complete with state of the art upgrades. They host numerous charity events, business functions, conventions and entertainment throughout the year. Employees consider this a great place to work and list the lively events, fantastic staff camaraderie and supportive management that combine to provide a fun work atmosphere and career momentum. Their benefits package is comprehensive with many perks, including complimentary meals, use of the facilities (with a semi-private golf club), special partner discounts, employer matched 401k, paid sick and personal days, full health insurance benefits and much more.

The Director of Food and Beverage oversees all aspects of the food and beverage department, including the management, budget and operation of catering services, kitchen, room service, banquets, dining and events, ensuring peak performance and customer service. They also serve on the leadership committee with other directors to plan and optimize efforts for the resort as a whole.

The ideal candidate has 10+ years in the hospitality industry, with increasing levels of responsibility, 5+ years at a 5 start hotel as a department director and vast experience supporting and maintaining a happy and productive team in the food and beverage service area. They excel at troubleshooting and providing patient, helpful support to their colleagues.

About the Role:

  • Direct staff assignments, including room service, restaurants, banquets, kitchens and stewards
  • Plan and manage event timelines
  • Interview, train and hire staff
  • Train and develop all levels of staff
  • Perform regular staff reviews
  • Oversee staffing disciplinary actions
  • Process employee grievances and complaints, liaise with HR as required
  • Stay current with industry trends and apply worthy changes
  • Ensure first class presentation and service
  • Regularly review and implement customer service and merchandising improvements
  • Enforce company policy and procedure
  • Prepare 14 day food and beverage forecast
  • Audit scheduled hours for necessary coverage and budgets
  • Ensure overtime approval
  • Identify and implement improvements
  • Reduce payroll costs & expenses
  • Mentor future candidates for management
  • Maintain and reconcile department checkbook
  • Enforces SOPs
  • Oversee employee onboarding, paperwork, training and safety
  • Attend all weekly meetings
  • Stay current with and update liquor liability laws
  • Review financial plans and create forecast documents
  • Update and manage department budget
  • Maintain proper inventory processes (including par level maintenance, FIFO and variances)
  • Lead marketing and special promotions
  • Review sales reports for improved planning and performance
  • Promote the department to maximize revenue and profit potential
  • Enforce action plans for negative variances in margin and expenses, labor, expenses
  • Audit vendor pricing and performance periodically
  • Develop and enforce best practices for checks and balances, bar procedures, storeroom security
  • Monitor productivity
  • Periodically update and maintain menu pricing
  • Develop budgets, forecasts, recipes, menu abstracts, and job descriptions
  • Plan and administer a training and development program
  • Oversee compliance with federal, state and local laws

May be required to work occasional weekend and holiday hours and may include periods of frequent overtime.

This is not a comprehensive list of duties.

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Fri, 20 Apr 2018 00:00:00 PDT About The Candidate:
  • BA+ degree in business or related (PLUS)
  • 4+ years’ experience in Director level role for Food and Beverage operations (MUST)
  • 4+ years’ experience in hospitality / hotel industry (MUST)
  • 5+ years’ experience in with administrative and financial responsibilities (MUST)
  • 3+ years’ experience with food cost, purchasing, inventory & labor control, employee relations and guest satisfaction (MUST)
  • 2+ years’ experience in 3-meal and upscale restaurant organizations (MUST)
  • Knowledge of hotel/conference/resort protocol and procedure (MUST)
  • Bilingual Spanish (PLUS)
  • Certifications: ServSafe, TIPS Alcohol Certification (MUST)
  • Intermediate computer skills in PC environment including: POS systems (ie Micros), MS Office (Word, Outlook, Excel, Powerpoint) and Delphi (MUST)
  • Personality: outstanding communicator – verbal and written, passionate about the hospitality industry, advanced math, great decision maker, patient, graceful under pressure, excellent customer service, oral and written communication skills, punctual, team leader
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BENEFITS: include an employer matched 401K, free recreational facility use (Golf Course), complimentary meals, partner pricing discounts, 2 weeks paid vacation, paid sick & personal days, health insurance benefits including dental and vision

Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[National Accounts-Sales Manager - 5 Star Resort]]> We seek a National Account Manager to join our client’s team in the hospitality industry.

Our client, a sprawling resort, features a luxury hotel and grandly remodeled golf course. The recipient of multiple industry awards, they are considered one of the top courses on the West Coast, complete with state of the art upgrades. They host numerous charity events, business functions, conventions and entertainment throughout the year. Employees consider this a great place to work and list the lively events, fantastic staff camaraderie and supportive management that combine to provide a fun work atmosphere and career momentum. Their benefits package is comprehensive with many perks, including complimentary meals, use of the facilities (with a semi-private golf club), special partner discounts, employer matched 401k, paid sick and personal days, full health insurance benefits and much more.

The National Accounts Manager generates group business from diverse markets throughout California, Oregon and Washington. They work with large organizations, such as State Associations, local and regional business groups, industry associations etc. to sell group related services and venue space. This role comes with quarterly incentives, no maximum payout cap (15% of 100% of goal) and additional year-end incentives.

Ideal candidates come with an extensive hospitality background of at least 5 years’ experience working with diverse clients in “5 Star” resort and conference center space sales and has numerous established relationships with related clients. They enjoy building cohesive sales teams and know the recipe for developing teams that exceed sales goals. They have a special skill at reading clients and their needs and knows how to translate those needs into services offered by our client. Most of all, the ideal candidate loves working in the hospitality space.

About the Role:

  • Assess client needs and suggest service/venue solutions
  • Identify potential customers and build relationships
  • Generate pick up report to present in sales meetings
  • Outside sales calls
  • Develop and submit monthly action plans
  • Contact existing area customers to continually build on relationship
  • Existing customer outreach for new orders
  • Train and mentor new sales associates
  • Perform cold calls (telemarketing) to potential customers
  • Develop cold-hot leads
  • Attend trade shows
  • Host marketing events with multi-department collaboration
  • Represent facility at networking events
  • Maintain customer satisfaction
  • Occasional Saturday sales participation
  • Office visits to feeder cities to extend sales service area
  • Identify and cross-sell meeting space and other hotel resources
  • Attend local events to market services to new contacts
  • Prepare and present reports at weekly revenue meetings
  • Site visits

May be required to work occasional weekend and holiday hours and may include periods of frequent overtime.

This is not a comprehensive list of duties.

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Fri, 20 Apr 2018 00:00:00 PDT About The Candidate:
  • Available for occasional weekend and holiday work hours (MUST)
  • BA+ degree in business or related (PLUS)
  • 2+ years’ experience hotel sales management (MUST)
  • 4+ years’ experience in the hospitality industry (MUST)
  • 5+ years’ experience developing solid relationships with clients in diverse markets (MUST)
  • 1+ years’ experience using Delphi sales and catering software (MUST)
  • Knowledge of hotel/conference/resort protocol and procedure (MUST)
  • Intermediate computer skills in PC environment with MS Office (including Word and Excel) (MUST)
  • Personality & Skills: passionate about the hospitality industry, top negotiator, natural teacher, motivational, outstanding communicator – verbal and written, advanced math, decisive, patient, graceful under pressure, excellent customer service, punctual, team leader, excellent “reader” of needs and translating those needs into sales opportunities
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BENEFITS: include an employer matched 401K, free recreational facility use (Golf Course), complimentary meals, partner pricing discounts, 2 weeks paid vacation, paid sick & personal days, health insurance benefits including dental and vision

Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Junior Investment Advisor Associate]]> Our client is a Century City-based investment advisory firm with over $16.9 billion in assets under management is seeking an exceptional individual to join our Wealth Advisory Group as a Junior Investment Advisor Associate.

Our client provides investment and wealth management solutions to institutions, broker-dealers and high-net-worth individuals throughout the United States with multiple branch offices. They are well-respected among peers and are frequently called upon to share investment insight with national publications and news organizations. In the office, they maintain a culture of accessibility that promotes an open door, open discussion, policy and strive for an atmosphere that facilitates learning and doing great work. They are active in many charitable organizations, including projects dedicated to using sport and scholarship to help learning disabled children.

We seek a savvy, junior level, investment professional to learn from and work with a growth-focused advisory team that provides exceptional client service to investors. This is an amazing opportunity to gain hands-on education in investment, private wealth and personal financial management.

About this Position:

  • Provide support to investors and advisors (CPAs, business managers, attorneys)
  • Act as primary administrative contact for high-net worth investors and advisors
  • Process investment deposits
  • Open new accounts and monitor activity
  • Calculate withdrawals
  • Provide cashiering services
  • Facilitate tax trading
  • Arrange charitable gifting
  • Manage required minimum distributions
  • Re-register accounts
  • Set up cost basis details
  • Provide custom, ad hoc reporting
  • Terminate accounts
  • Allocate and monitor assets (as per advisor recommendations)
  • Schedule Advisor-Client meetings
  • Prepare portfolio materials
  • Attend in house or off site meetings or events
  • Maintain client files accurately
  • Assist with continuous improvement of practices and procedures
  • Special projects, as requested

 

This is not a comprehensive list of duties.

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Fri, 20 Apr 2018 00:00:00 PDT About the Candidate:
  • BA degree (MUST)
  • 1+ years’ experience working in a financial industry role (MUST)
  • Keen interest in learning about financial markets and services on the job (MUST)
  • Intermediate computer skills including MS Office with Word and Excel (MUST)
  • Personality, Characteristics and Skills: customer service oriented, advanced written and verbal communication skills, professional, excellent follow through, detail oriented, positive attitude, able to multi-task and work independently, organized, team player, critical thinker, honest
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BENEFITS: Health & Dental Insurance, 401k plan, Meals provided daily, Potential for bonus participation

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Cost Accountant for Amazing Northern California Employer]]> We are currently interviewing Associate Cost Accountants for our client, a well-established multi-family property management company.

This Job Cost Accountant provides accounting services for multifamily development projects and managed properties. This includes preparing monthly financial statements and property management reports and working directly with 3rd party vendors (such as lenders) to track and provide draw requests. They are responsible for property accounting records, rectifying variances and updating journal entries. Cost accountants also plays a crucial part in preparing the monthly, quarterly and annual tax documents and compliance audits as well as performing regular analysis for portfolio cash management.

Our client is a large, privately held owner and manager of multi-family properties throughout Northern California and Oregon who specialize in acquisition and development or residential and commercial space. They embody the philosophy of “home” at their communities and commercial spaces… as well as in their work environment. They care about their team, and it shows. Employees love working here and are vocal about how their culture stands apart from other industry leaders, or employers in general. Our client also has an extensive community outreach program that promotes volunteering as a team. Their focus charities change each year (selected by the employees) and create projects following clever themes that make “making a difference” fun.

The ideal candidate brings a dynamic, team oriented spirit and works well forging their own path… although they prefer the camaraderie of a tight group. They come from commercial development (or property management) accounting roles and have a Bachelor’s degree in business. They excel at cost accounting software and have 2+ years’ extensive experience using Sage 300. Most of all, they welcome an opportunity to learn more and move up the ladder with our client.

Responsibilities:

  • Input and analyze data using Sage 300 software
  • Review and prepare GC draw requests
  • Track job costs
  • Monitor contracts for compliance
  • Review and approve invoices
  • Prepare and review bank draw requests
  • Prepare property management reports
  • Present findings in development team meetings
  • Maintain accurate accounting records
  • Record journal entries
  • Manage the revenue side of assets
  • Reconcile balance sheets
  • Prepare monthly financial statements
  • Explain and reconcile budget variances
  • Analyze portfolio cash management and suggest improvements
  • Reconcile bank accounts
  • Monitor property management cash balance
  • Prepare wire transfers
  • Review year-end and quarterly tax documents
  • Prepare fixed asset capitalization worksheets
  • Liaise with the acquisitions and development teams regarding future developments
  • Coordinate lender and third-party requirements
  • Assure compliance with corporate standards, rules and regulations
  • Present information and respond to questions from clients, residents and internal teams

This is not a comprehensive list of duties.

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Thu, 19 Apr 2018 00:00:00 PDT About The Candidate:
  • BA in finance, economics or business (MUST)
  • 2+ years’ experience in multifamily, real estate or construction accounting (MUST)
  • 1+ year revenue management experience with Yieldstar, LRO, OneSite or other (MUST)
  • 2+ years’ experience using Sage 300 (MUST)
  • Characteristics of the perfect candidate: a proactive written and verbal communicator and effective listener, well-organized with high level planning skills, works well under pressure or tight deadlines, loves working with all personality types, team player, takes ownership of work and believes in accountability, has high level of integrity, needs no management to begin and complete projects in a timely manner, analytical.
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Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with local and federal Hiring Ordinance.

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<![CDATA[Desktop & Infrastructure Support for Nutritional Product Company]]> We seek an Infrastructure Support Administrator to join our client, a leading supplier of nutritional supplements.

Desktop and Infrastructure support team members provide the first line of support for hardware and software issues for colleagues so we are looking for people who can explain tech to anyone regardless of that person’s lack of technical expertise. Candidates should be friendly, outgoing and able to put a smile on their face for every call they answer.

Our client is a manufacturer and supplier of health supplements and distributes throughout the United States, Mexico and Canada. Their products include vitamins and minerals, probiotics, herbal concentrates and enteral nutrition products. They maintain an active presence monitoring regulatory matters related to their industry and promote free access to dietary supplements, affordable and "cutting edge" formulations and optimal health as we age. They support numerous studies around the world to regularly asses the effect of nutritional products on the body, so that their products offer the best, most effective formulas to customers. They regularly donate their supplements to organizations around the world if their effort to provide life-saving nutritional aids. Recipients to date include the AIDS Project Los Angeles (dedicated to improving the lives of people affected by HIV disease), Enduring Freedom K.I.A. Fund (providing financial assistance to the families of fallen American soldiers) and Feeding America (domestic hunger-relief). They encourage community involvement and offer a fantastic and supportive environment to thrive!

The ideal candidate offers a wide range of technical capabilities that reach beyond common support desk. They bring a Bachelors in computer science with 5+ years of hands on work in a wide range of operating systems, Active Directory administration, SQL database management and security protocols. They excel at troubleshooting and providing patient, helpful support to their colleagues.

About the Position:

  • Provide front line support for hardware and software issues
  • Triage calls to higher support teams as needed using a support portal
  • Monitor support tickets
  • Respond to help queue tickets
  • Maintain user assignment profiles and access controls in VOIP
  • Explain technical concepts to customers with varying levels of technological skill
  • Explain complex technical concepts in easy to understand language
  • Support Active Directory, DNS and DHCP
  • Create user accounts
  • Manage Windows operating systems, MAC OSX and Linux
  • Maintain network and authentication protocols (TCP/IP, NAT, VPN, MS Active Directory, NAS, NFS)
  • Link workstations to Active Directory
  • Manage and monitor firewall
  • Update MS exchange as needed (adds, deletes, size changes, distribution list creation & modification)
  • Maintain security for server, desktop, mobile device, and network
  • Manage virtual hardware techniques
  • Manage backup procedure and technology
  • Troubleshoot connectivity, MS Office, general computer hardware issues
  • Plan and implement Disaster Recovery procedures
  • Plan, test, tune and configure of MS Exchange architecture
  • Provide support for related email applications (Outlook, Entourage, smart phone email, etc.)
  • Monito performance and system usage
  • Offer a first class customer support, customer first, attitude
  • Maintain MS SQL server

This is not a comprehensive list of duties.

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Wed, 18 Apr 2018 00:00:00 PDT About The Candidate:
  • AA degree in Computer Science, Business Administration with MIS concentration or related (MUST)
  • BA+ degree in Computer Science (PLUS)
  • 4+ years’ experience with help desk support (MUST)
  • 2+ years’ experience with Windows 2003 and 2008 servers, Active Directory customization and Storage Appliances (MUST)
  • 2+ years’ experience with Microsoft SQL Server, Microsoft Dynamics, VOIP phones, Cisco Networking (MUST)
  • 2+ years’ experience with networking security concepts, ie TCP/IP networking, routing, switching, VLANS, WIFI (MUST)
  • 2+ years’ experience with Disaster Recovery Plan (DRP), backup systems (MUST)
  • 2+ years’ experience with High Availability architectures with Work Load Management and Clustering (MUST)
  • 2+ years’ experience with administrating enterprise Windows environments (MUST)
  • 2+ years’ experience with systems administration experience (MUST)
  • 1+ years’ experience working with VOIP phone system (MUST)
  • Personality, Characteristics and Skills: strategic thinking, strong work ethic, collaborative, positive outlook, reliable, excellent written and verbal communication, self-motivated, organized, detail oriented, analytical, problem-solver, leader, curious, flexible
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Benefits: Full health, dental, 401K, twice a week paid lunch

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[VP Relationship Manager at Privately Held Finance Co]]> Our client, one of the largest privately held financial institutions in the United States, seeks a Vice President of Relationship Management to establish and build upon business relationships in the local community.

Operating from the Westside, our client’s customer service philosophy is based on “partnership”. As Los Angeles’ top  influencers and decision makers, this institution customers expect and receive a collaborative experience to determine and arrive at the financial strategies that will best represent each customer’s values, needs and demands.

Candidates for this opportunity should be offer over 10 years of progressive experience in financial investing, analysis and commercial lending. A major part of this role includes analyzing commercial lending opportunities as related to a specific customer’s current portfolio to determine the best, custom solution that exceeds their needs and desires.

 

Responsibilities:

  • Seek and establish new relationships in the community
  • Develop increasingly stronger partnerships with existing customers
  • Analyze commercial lending opportunities
  • Understand and explain working capital lines of credit, business and owner-occupied real estate loans loan terms
  • Determine loan eligibility of borrowers
  • Prepare investment analysis as well as credit packages to review with customers and management
  • Provide continued and regular analysis to ensure customers have the best current financial solutions
  • Analyze financial statements, balance sheets, tax returns and cash flow for borrowers and guarantors
  • Manage financial ticklers
  • Work with loan administrators and legal counsel to process and close credit facilities
  • Stay ahead of market trends
  • Develop a network of referral sources
  • Other duties as assigned

 

This is not a comprehensive list of duties. Occasional overtime is required.

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Wed, 18 Apr 2018 00:00:00 PDT About the Candidates:
  • BA degree in Finance or related (MUST)
  • 8+ years’ progressive experience in commercial lending, valuation, and financial analysis (MUST)
  • 2+ years’ experience with loan documentation, collateral analysis, financial statements (MUST)
  • Experience using Moody’s analysis systems (MUST)
  • Strong business development skills (MUST)
  • Advanced computer skills including Microsoft Suite: Excel, Word, Argus (MUST)
  • Personality, Characteristics and Skills: solution oriented mindset, solid interpersonal skills, works well with any personality, advanced written and verbal communication, team player, strong work ethic, ability to achieve set goals easily, excellent writing skills
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Personal Banking Officer with Lending Experience]]> We seek a Personal Banking Officer for our client, one of the largest privately held financial institutions in the United States.

Personal Banking Officers assist with loan documentation and servicing, customer service, personal banking and general administrative support to finance colleagues.

Operating from the Westside, our client’s customer service philosophy is based on “partnership”. As Los Angeles’ top  influencers and decision makers, this institution’s customers expect and receive a collaborative experience to determine and arrive at the financial strategies that will best represent each customer’s values, needs and demands.

The ideal candidate brings 4+ years’ experience as a personal banker from a reputable banking establishment, 3+ years’ experience assisting with loan applications and lending products and a strong desire to help every customer whether the task is easy or complex.

About this Position:

  • Process customer deposits and related activities
  • Answer phones and distribute calls or assist customers
  • Open new customer accounts
  • Collect documents and financial information as requested
  • Accurately perform wire and account transfers
  • Administrative tasks associated with accounts and other banking activities
  • Assist customers with loan preparation, processing and funding
  • Order title reports
  • Submit FCC filings
  • Filing and file maintenance
  • Prepare loan documents
  • Call and email customers to provide customer support
  • Review borrowing base levels
  • Prepare monthly monitoring reports
  • Provide consultative expertise to clients and prospects to determine their best solutions
  • Explain services offered and make recommendations based on client needs analysis
  • Provide suggestions that support the overall goals, objectives and budgets of clients
  • Maintain up-to-date knowledge of competitor’s products and pricing in the market
  • Identify and cross sell other client banking needs

This is not a comprehensive list of duties. Occasional overtime is required.

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Thu, 12 Apr 2018 00:00:00 PDT About the Candidate:
  • BA degree or some college (PLUS)
  • 4+ years’ experience in banking (MUST)
  • 3+ years’ experience in loan processing or servicing (MUST)
  • 1+ years’ experience in commercial loan documentation (MUST)
  • Able to educate customers by explaining the value and differences between products (MUST)
  • Intermediate computer skills including Microsoft Suite: MS Excel, MS Word, Outlook (MUST)
  • Personality, Characteristics and Skills: solution oriented mindset, excellent interpersonal skills, works well with any personality, advanced written and verbal communication, team player, strong work ethic, goal oriented, ability to achieve set goals easily
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Accounts Receivable Specialist at Fresh Food Company]]> We seek a sharp Accounts Receivable professional to provide A/R support for the phenomenal team for our client, a fresh snack manufacturer and distributor.

The ideal candidate welcomes the opportunity to provide short to long term support, with a possibility to go permanent if the fit is awesome! They bring an accounting BA with at least 2 years in an accounts receivable role.

If this opportunity isn’t the right fit for you, other clients need your help and would love to meet you!

About the Job - May Include the following Duties:

  • General accounts receivable (A/R)
  • Reconcile receivables
  • Update account records with cash applications and chargebacks
  • Create invoices
  • Write correspondence using excellent grammar and spelling
  • Provide customer service for distributors (including UNFI and DOT)
  • Audit status of invoices and follow up
  • Collect and allocate payments
  • Research and resolve customer issues
  • Process billing
  • ACH posting
  • Create RMA’s
  • Verify and post account transactions
  • Review and maintain accounting records
  • Update records about invoices, payments and correspondence
  • Generate reports with specific deadlines
  • Enter accurate financial transactions
  • Audit payment history on vendor records
  • Reconcile invoice discrepancies
  • Monitor customer accounts for non-payments or other irregularities
  • Communicate customers by phone and email
  • Match Purchase orders to invoices
  • Prepare monthly and ad hoc reports
  • Special tasks or projects as requested

This is not a comprehensive list of duties.

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Thu, 12 Apr 2018 00:00:00 PDT About the Candidate:
  • Bachelor’s Degree (PLUS)
  • 3+ years’ experience in accounts receivable (MUST)
  • 2+ years’ experience working in consumer products (MUST)
  • 2+ years’ experience working with big box retailer (PLUS)
  • 1+ years’ experience working with UNFI and DOT distribution companies (PLUS)
  • Intermediate computer skills with MS Office, including Word and Excel (MUST)
  • Personality and skills: analytical, strong math skills, organizational skills, proofreading and editing skills, accuracy in grammar, spelling and punctuation, motivated and self-starter, attention to detail, strong verbal and written communication, time management, dependable, customer service oriented, ability to multi-task
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Office Service Associate at Finance Firm]]> We seek a savvy Office Services support position for our client, a Century City based investment advisory firm. This is a Direct Hire or Temp to Hire opportunity paying $45-50k once hired permanently.

This office support position assist with reception, accounting and human resources. Some duties include producing client presentations, implementing changes to office procedures, generating written correspondence, supporting office management needs and data entry for records management.

Our client provides investment and wealth management solutions to institutions, broker-dealers and high-net-worth individuals throughout the United States with multiple branch offices. They are well-respected among peers and frequently called upon to share investment insight with national publications and news organizations. In the office, they maintain a culture of accessibility that promotes an open door, open discussion, policy and strive for an atmosphere that facilitates learning and doing great work. They are active in many charitable organizations, including projects dedicated to using sport and scholarship to help learning disabled children.

The ideal candidate has worked in a professional, finance industry environment in an assistant role and using Salesforce software for at least 3 years. They have excellent PC skills and like the multidisciplinary duties that come with this type of role. They also have excellent attention to detail and writing skills.

About this Position:

  • Create and maintain client presentation books
  • Implement and train on new procedures to office staff
  • Distribute information to colleagues or clients
  • Special projects as assigned my management
  • Draft, proofread and edit documents, correspondence, reports and presentations
  • Provide backup to other administrative support staff
  • Greet clients and visitors
  • Data entry into Salesforce records
  • Cover reception as needed
  • Answer telephones and distribute incoming calls
  • Stock office and kitchen supplies
  • Plan meetings and special events
  • Schedule meetings and appointments
  • Maintain an organized, paper and electronic, filing system
  • Uphold a strict level of confidentiality
  • Assist with Accounts Payable
  • Special projects, as assigned
  • Available for flexible hours and/or overtime as needed

This is not a comprehensive list of duties. Occasional overtime is required.

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Thu, 12 Apr 2018 00:00:00 PDT About the Candidate:
  • BA+ degree (PLUS)
  • 3+ years’ experience as an office assistant in a professional environment (MUST)
  • 1+ years’ experience assisting in a financial/investment firm (PLUS)
  • 1+ years’ using Salesforce software (PLUS)
  • Advanced PC skills with MS Office including Outlook, Word, Excel, Powerpoint (MUST)
  • Consistent longevity at former positions/companies (MUST)
  • Personality, Characteristics and Skills: “can-do” attitude, professional, excellent follow through, friendly, advanced written and verbal communication, able to multi-task and work independently, organized, excellent time management, critical thinker, honest, detail oriented
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Senior Data Scientist]]> We seek a Senior Data Scientist to join our client, a leading data analytics provider in California.

Senior Data Scientists combine their multidisciplinary skillset to provide quantifiable data that guides the development of new business solutions, products and services.

Our client is an e-commerce data provider that uses cutting edge technology to provide analytical marketing data that targets the correct audience for their clients’ brands, markets and products. Using that data, they guide marketing strategy to drive ad performance and audience placement ensuring that marketing dollars are well spent. They maintain a relatively small team of top professionals that bring value and culture fit and provide a fantastic work environment with the perks and benefits that make working there a pleasure. They encourage community involvement and maintaining a rich personal life so that each team member achieves work / life balance. Their dynamic and fun environment is a great place to work and realize your potential today!

The ideal candidate offers a wide range of coding capabilities that reach beyond common stack environments as well as a Masters+ in statistics, social sciences or computational biology. They have dynamic personality which works well with all personality types and thrive for challenges to design the next “best” product.

About the Position:

  • Build analytic frameworks that translate business challenges into quantifiable data
  • Apply data operations and machine learning methods to large data sets
  • Research and design analytic solutions
  • Prototype scalable solutions to determine efficacy
  • Design tools to evaluate, monitor and optimize data
  • Build prototypes quickly to determine and demonstrate value
  • Improve prototypes based on audience and testing feedback
  • Use Python, Java, C++ and similar to build tools for customers
  • Use Linux, shell tools, scripting
  • Design "big data" systems that are scalable linearly
  • Scope, plan, design, implement and test new products
  • Use best practice engineering standards
  • Execute product requests
  • Produce functional specifications, feasibility assessments, time estimates and value assessments
  • Design solutions with scalability, availability, reliability, stability, security and performance in mind
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Thu, 12 Apr 2018 00:00:00 PDT About The Candidate:
  • MS degree + in statistics, operations, computer science, engineering, social sciences or similar (MUST)
  • 3+ years’ experience as a statistician, computational biologist, data scientist or similar (MUST)
  • 3+ years’ experience in linear or stochastic models, multivariate analysis, sampling methods (MUST)
  • 2+ years’ experience in machine learning, data mining & statistical methods for complex data sets (MUST)
  • 2+ years’ experience in full modeling life cycle: data exploration, models, evaluation (MUST)
  • 2+ years’ experience using big data tools: Map/Reduce, Hadoop, Hive, Spark, etc. (MUST)
  • 3+ years’ experience using Python, R, Scala, Java, C, C++ or similar (MUST)
  • 2+ years’ experience using Linux including shell tools and scripting (MUST)
  • Personality, Characteristics and Skills: strong work ethic, collaborative, positive outlook, reliable, excellent written and verbal communication, self-motivated, organized, detail oriented, analytical, problem-solver, leader, curious
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Benefits: competitive pay, 401(k), highly subsidized insurance plans, continued education and training, ten days PTO annually, free lunch/drinks/snacks every day, wellness rewards, flexible time off, employee recognition programs, opportunities for community outreach.

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Director of Production Accounting]]> We seek a Director of Accounting with Entertainment Industry specific experience for our client, a major production studio in Los Angeles.

 

This is a Direct Hire OR Temp to Hire opportunity to start immediately. Salary for Direct Hire is $140-150k depending on experience or for Temp to Hire at $70/hour.

The Director of Accounting (Production) provides executive level oversight for budgetary and cost reporting, production accounting, systems efficiency and guidance to production accounting teams.

Our client is a multi-billion dollar entertainment company heavily immersed in motion picture and television production, digital and international distribution, entertainment innovation and is home to many of the top shows and movies today. They have a rich history in community involvement, human rights advocacy and philanthropy and actively contribute time and money to many important causes. They encourage employees to pursue their own charitable interests and offer a fantastic work culture that employees enjoy and numerous career growth opportunities.

The ideal candidate brings 6+ years of high level accounting management experience, a Masters in accounting or finance and comes from a major studio environment with specific experience in live scripted TV production. This candidate is a high energy individual who works well with and effectively directs any level employee, is known for their great communication skills and respectful approach to management and has the financial abilities to provide detailed and accurate analysis of financial and operating budget reports.

About the Position:

  • Analyze budgets and cost reports
  • Manage production accounting teams for all shows
  • Oversee and troubleshoot weekly cost reporting
  • Oversee and troubleshoot daily hot costs
  • Prepare in-house budgets
  • Oversee budgeting for contractors and 3rd party vendors
  • Create new project accounts for payroll and in accounting records
  • Onboard new production accountants
  • Analyze and report on financials for special projects
  • Liaise between all departments and clients
  • Assist with monthly, quarterly and annual closes
  • Provide analytical support
  • Design an organizational structure that achieves the department’s objectives
  • Enforce a documented system of policies, procedures and controls
  • Maintain orderly accounting files
  • Train staff on proper procedures
  • Determine best practices
  • Other duties as assigned

This is not a comprehensive list of duties.

 

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Thu, 12 Apr 2018 00:00:00 PDT About the Candidate:
  • BA degree (Bachelor’s degree) in accounting, finance or economics (MUST)
  • 6+ years’ experience in television production accounting (MUST)
  • 3+ years’ experience in a Major Studio environment (MUST)
  • 2+ years’ experience working with Union & Guild Requirements (MUST)
  • 2+ years’ experience in live scripted TV (MUST)
  • 2+ years’ experience using EP Movie Magic Budgeting & Scheduling software (MUST)
  • Intermediate + computer / software skills including advanced Excel and Word (MUST)
  • Personality and Strengths: self-motivated, critical thinker, problem-solver, advanced written and verbal communication, exceptional math skills, leadership abilities, multi-tasker, critical thinker, highly organized analytical, detail oriented
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Customer Service Representative]]> Two of our clients seek customer service representatives for temporary/contract assignments that could lead to permanent hire opportunities in the San Fernando Valley.

Our clients, a growing financial services company and a sporting goods manufacturer, offer friendly work environments with a great corporate culture and full benefits once hired permanently. This is a great opportunity in a warm and supportive work environment, with full training and plenty of forward career momentum for those eager to grow at the company.

Ideal candidates have solid inbound call, SAP and Inventory experience. Varying levels of experience determine which role is suited. Send us your resume for immediate customer service roles!

About the Job:

  • Enter data provided by customers
  • Update existing records
  • Follow organization’s data entry techniques and procedures
  • Take customer service calls
  • Refer to manual binder for answers to common questions
  • Follow call policies and manual
  • Build strong customer relationships
  • Answer questions and resolve problems
  • Provide “World Class” customer service
  • Maintain call logs
  • Respond to calls, emails, and live chats from customers
  • Graciously resolve customer concerns
  • Prioritize consumer issues and identify when immediate attention is required
  • Provide customers with product and order info
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Thu, 12 Apr 2018 00:00:00 PDT About The Candidate:
  • High School Diploma or GED (MUST)
  • 2+ years’ experience customer service experience (MUST)
  • 1+ years’ experience using multiline telephone system (PLUS)
  • 1+ years’ experience heavy phones (PLUS)
  • 1+ years’ experience SAP software (PLUS)
  • 1+ years’ experience Inventory (PLUS)
  • Intermediate computer skills including MS Office (MUST)
  • Personality and characteristics: telephone, communication, ability to recognize and solve issues, planning, organization, and ability to work independently, professionalism, courteous
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[IT Recruiter for Nationwide Staffing Company]]> We are currently interviewing for a Full Desk Internal IT Recruiter opportunity with career Strategies.

Career Strategies Inc provides temporary and direct hire staffing services. For 30 years, we’ve helped thousands of talented candidates find fulfilling careers in a variety of industries including technology, entertainment, marketing, real estate, finance and accounting. We are passionate about our business and believe our strength lies in our employees! CSI offers you the chance to love your new job as an IT Recruiter in our Los Angeles branch office.

Full Desk Recruiters work closely with prospective candidates and business partners by managing both sides of the staffing opportunity… both expanding client base and soliciting job orders as well as seeking high quality candidates who not only surpass the job requirements but also fit for the client culture.

Our Tech Division focuses on top Software Engineers, Data Scientists, Data Engineers and Executives/Leaders in the tech world - and as such, work with some amazing companies. We focus on being highly selective with whom we work on both sides of the recruiting space, resulting in an incredibly successful business model.

Our full time recruiting opportunities vary and offer a variety of salary options from combinations of salary, draw and commission… all include comprehensive benefits. Base salary typically begins at $40-45K with generous commission plans.

Prior experience in tech recruitment is preferable for this Senior Staff level position. If you have sales experience, a degree and a genuine interest in tech recruiting… we are anxious to speak with you.

Responsibilities:

Business Development:

  • Sell recruiting services to existing, new and prospective clients
  • Provide detailed information and quotes on staffing services
  • Coordinate business contracts
  • Develop detailed job orders
  • Coordinate offer packages
  • Coordinate meetings

Candidate Sourcing:

  • Source job seekers found using online resources
  • Write and manage job posts on internal and external job boards
  • Develop professional relationships with colleges, placement offices, employment headhunters, outside recruiters and 3rd party vendors
  • Attend job/career fairs
  • Provide information on company, its operations and job opportunities
  • Schedule interviews with prospective employees
  • Screen candidates by phone to obtain work history, education, training, skills and salary requirements
  • Conduct phone, Skype and in person interviews
  • Conduct reference and background checks
  • Update candidate data, activity and feedback in applicant tracking system
  • Provide information on client opportunities and their company dynamics to find the right fit

This is not a comprehensive list of duties

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Thu, 12 Apr 2018 00:00:00 PDT About The Candidate:
  • Provide a resume (MUST)
  • BA (bachelor’s) degree (MUST)
  • 2+ years’ experience in sales (MUST)
  • 2+ years’ experience in IT recruiting (PLUS)
  • 2+ years’ experience in the tech industry (PLUS)
  • Intermediate computer skills with MS Office (Word, Excel, Outlook) (MUST)
  • Personality and skills: sense of humor, honest, humble, intelligent, outgoing, friendly, fearless, go-getter, strong interpersonal skills, self-disciplined, motivated and enthusiastic, polished verbal and written communication, high energy, able to prioritize multiple projects and multitask, excellent organizational skills
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Experienced Temp Staffing Recruiter]]> WE WANT YOUR STAFFING and SALES experience!

Our Los Angeles offices (Miracle Mile, Woodland Hills and Burbank) seek dynamic Full Desk staffing professionals to join our team and weave energy and enthusiasm into everyday tasks. Staffing and Sales Recruiters create new business leads in a variety of industries including non-clinical healthcare, accounting and finance, customer service, and insurance.

The ideal candidate has a tenacious spirit, proven sales strategies and an appetite for success. Success is driven by a keen ability to listen to client needs and match those needs with the right temporary employee.

Full desk recruiters generate new business opportunities, manage existing customers and staffs temporary orders.

Career Strategies, founded in 1989, offers temporary and direct hire services in a wide array of industries including: technology, entertainment, marketing, real estate, finance, accounting, and many more! We’re passionate about people, dedicated to our clients, committed to our core values… and we reap the rewards of that mindset. We also laugh, form lifelong friendships and enjoy lots of sales incentives!

Our full time recruiting opportunities vary with possible combinations of salary, draw, commission and comprehensive benefits. Base salary begins at $30-35K with aggressive/generous commission plans.

Responsibilities:

Business Development:

  • Sell recruiting services to existing, new and prospective clients
  • Provide detailed information and quotes on staffing services
  • Coordinate business contracts
  • Develop detailed job orders

Candidate Sourcing:

  • Write and manage job posts on internal and external job boards
  • Provide information on company, its operations and job opportunities
  • Schedule interviews with prospective employees
  • Conduct phone, Skype and in person interviews
  • Update candidate data, activity and feedback in applicant tracking system
  • Place employees on temporary assignments
  • Review and approve time cards

This is not a comprehensive list of duties

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Thu, 12 Apr 2018 00:00:00 PDT About The Candidate:
  • Provide a resume (MUST)
  • 2+ years’ staffing industry experience (MUST)
  • 2+ years’ experience of business-to-business sales (MUST)
  • 2+ years’ experience managing a complete sales cycle, from cold calls to close (MUST)
  • Intermediate computer skills with MS Office (Word, Excel, Outlook) (MUST)
  • BA (Bachelor’s) degree (PLUS)
  • Personality and skills: sense of humor, honest, humble, intelligent, outgoing, friendly, fearless, go-getter, strong interpersonal skills, self-disciplined, motivated and enthusiastic, polished verbal and written communication, high energy, able to prioritize multiple projects and multitask, excellent organizational skills
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Participant Services Representative for Group Benefits Provider]]> We are currently interviewing candidates for a Member Services Support Representative, Temp-to-Hire position, with our client’s busy group health benefits provider for members of the entertainment industry.

Our client provides vision, dental, psychiatric, medical and other healthcare benefits to members (and their dependents) of creative industries, including motion picture, television and commercial production. They are known for far reaching efforts that contribute to the general health and well-being of all its members. Our client also has a long history of charitable involvement in the community and encourages employees to volunteer time to their own special interests or those supported by the organization (such as The Actors Fund and Alzheimer’s research).

This role offers an exciting opportunity for motion picture and production aficionados to make a contribution to the industry they love by providing top customer support to the creative community seeking assistance with member services. Our client offers forward career momentum to those eager to grow with this company.

Ideal candidates bring 2+ years of benefits and healthcare customer support, 2+ years’ experience in claims processing and are known for their upbeat and helpful personality.

About the Position:

  • Answer benefits questions from plan members
  • Provide information to providers
  • Process medical, dental and vision claims
  • Manage the Express Scripts prescription program
  • Verify benefit coverage and status
  • Process vacation overrides and medication authorizations
  • Contact 3rd party vendors to facilitate support requests (pharmacies, providers)
  • Assist with claims payment issues
  • Research issues relating to payments, claims, benefits
  • Fax or reissue explanation of benefits to plan members
  • Provide updated information to claim examiners
  • Determine claims coverage using plan descriptions, medical reference books, guidelines
  • Data entry
  • Provide Claims and Eligibility forms
  • Provide information using digital systems (CRT)
  • Special projects as requested
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Mon, 09 Apr 2018 00:00:00 PDT About The Candidate:
  • 1+ years’ experience with group health insurance (PLUS)
  • 2+ years’ of college (PLUS)
  • 2+ years’ experience processing health claims (PLUS)
  • Intermediate computer skills including Word, Excel, Outlook (MUST)
  • Personality and Characteristics: great math skills, punctuality, "can-do" attitude, strong organizational skills, analytical, multi-tasker, interpersonal skills, team player, ability to prioritize, able to meet deadlines, able to work in fast paced environment, solid customer service skills
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Recruiting and Development Coordinator]]> We seek a Recruitment and Development Coordinator for our client, a leading California law firm, to provide recruiting support to 6 branch offices.

Our client is a large legal firm specializing in public education. They have 6 branch offices and represent over 400 of California’s busiest educational institutions, from school districts to community colleges, county offices to elementary schools. They excel at providing specialized legal services and are proud to explain that many employees began their careers in public education. Their passion for education extends beyond legal counsel into efforts that support community potential. Their philanthropy team and volunteers have instituted multiple charitable programs aimed at encouraging K-12 students to welcome diversity and collaboration through creative competitions (such as art, essay and photography contests), supporting renewable energy usage in schools through green challenges and hosting tech summits that bring professionals from both worlds together to discuss and develop strategies to integrate technological improvements in the public education system.

Recruitment Coordinators assist a company’s recruiting and training efforts by finding, interviewing and hiring fantastic candidates to join the team. They work closely with prospective candidates, external recruiters and other departments to plan for upcoming hiring needs and source candidates using passive and active resources for open positions. This role also assists in the implementation of programs that aim to attract, measure, and develop employees.

The ideal candidate brings at least 2 years of recruiting and human resources experience, a BA degree in business administration, prior experience at a law firm and has a solid grasp on finding and determining excellent future employees for the company. With their dynamic personality, they get along well with all personality types, take confidentiality seriously and are passionate about education.

Responsibilities:

  • Write and manage job posts on internal and external job boards
  • Review applicant resumes
  • Schedule interviews with prospective employees
  • Screen candidates by phone or skype to obtain work history, education, skills and suitability
  • Coordinate follow up meetings
  • Provide information on company, its operations and job opportunities
  • Conduct reference and background checks
  • Develop professional relationships with colleges, placement offices, employment headhunters, outside recruiters and 3rd party vendors
  • Attend job/career fairs
  • Source job seekers found using online resources
  • Determine and assess training needs
  • Update candidate data, activity and feedback in applicant tracking system (ATS)
  • Track interview feedback
  • Act as point person for inquiries
  • Coordinate offer packages and training
  • Develop training programs and support materials
  • Develop and coordinate basic and continued education programs
  • Regularly assess and improve hiring, onboarding and training procedures and materials
  • Provide information on client opportunities and their company dynamics to find the right fit
  • Special assignments

This is not a comprehensive list of duties.

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Mon, 09 Apr 2018 00:00:00 PDT About The Candidate:
  • BA+ degree in Accounting, Business Administration or Human Resources (MUST)
  • 3+ years’ experience in general recruiting (MUST)
  • 2+ years’ experience in law firms (PLUS)
  • 1+ years’ experience in human resources role (MUST)
  • 1+ years’ experience/knowledge of local and federal hiring laws and required reporting (MUST)
  • Intermediate+ computer skills including MS Office (MUST)
  • 1+ years’ experience using Document Managing Systems (PLUS)
  • 1+ years’ experience using ATS - Applicant Tracking Systems (PLUS)
  • Personality, Characteristics and Skills: advanced written and oral communication, able to multi-task, able to work independently, organized, detail oriented, positive attitude, customer service oriented, friendly, leadership, ability to write clearly and concisely, excellent grammar, ability to anticipate needs and problems, analyze and prioritize issues, conflict resolution
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

Full benefits and perks: Company cell and laptop, paid vacation, casual office attire, flexible work-from-home options and more

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<![CDATA[Real Estate Assistant]]> We seek a Real Estate Assistant for our client, a property management firm in Northern California.

The Real Estate Assistant provides support to leasing and development teams performing various duties such as data entry, building tours, marketing material preparation, community outreach, written correspondence, report preparation, listing management and marketing.

Our client is a privately held owner and manager of properties distributed throughout the Western United States. Their buildings are mixed and include multi-family communities, office space, retail units and industrial properties in California, Alaska and Washington. They have remodeled and rebranded 30 properties in the Western US and currently manage almost 70 properties. Our client offers plenty of forward career momentum within their company to those eager to grow with this company.

Ideal candidates have experience with commercial real estate, are available Monday through Friday 8:30-5:30 and have at least 2 years’ experience using Yardi. They are forward-thinking and creative, with strong customer service and computer skills.

Responsibilities:

  • Leasing assistance
  • Update property and client records in Yardi
  • Develop & maintain marketing plans
  • Update listings on Loopnet and websites
  • Update flyers and promo material using creative software programs
  • Assist with tenant complaints and questions
  • Prepare reports and spreadsheets
  • Prepare property presentations
  • Perform general clerical and administrative tasks
  • Work with outside vendors, procure bids for authorized work
  • Place advertising posts for vacancies
  • Physically inspect and walk the property
  • Correspond with Regional Manager regarding any issues at the property
  • Create and maintain reports on a daily, weekly, monthly and annual basis
  • Show office, industrial, and commercial space available for lease
  • Prepare all new and renewal lease documents
  • Implement timelines
  • Enforce policies and procedures
  • Develop productive and sustainable workflows and protocols
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Mon, 09 Apr 2018 00:00:00 PDT About The Candidate:
  • AA+ degree in Business Administration, Marketing or similar (MUST)
  • 3+ years’ experience in administrative assistant roles (MUST)
  • 2+ years’ experience in real estate industry (MUST)
  • Advanced computer skills including MS Office – Powerpoint, Excel, Word, Outlook (MUST)
  • 2+ years’ experience using Yardi (Must)
  • 2+ years’ experience using Adobe CC programs, such as photoshop and illustrator (MUST)
  • Personality, Characteristics and Skills: advanced written and oral communication, able to multi-task, able to work independently, organized, detail oriented, positive attitude, customer service oriented, friendly, leadership, ability to write clearly and concisely, excellent grammar, ability to anticipate needs and problems, analyze and prioritize issues, conflict resolution
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[General Clerk/Administrative Support for Entertainment Benefits]]> We are currently interviewing General Clerks for a Temp to Hire opportunity with our client, a busy group health care and benefits provider for members of the entertainment industry. Our client offers plenty of forward career momentum to those eager to grow with this company.

Our client provides vision, dental, psychiatric, medical and other health care benefits to members (and their dependents) of creative industries, including motion picture, television and commercial production. They are known for far reaching efforts that contribute to the general health and well-being of all its members. Our client also has a long history of charitable involvement in the community and encourages employees to volunteer time to their own special interests or those supported by the organization (such as The Actors Fund and Alzheimer’s research).

This role offers an exciting opportunity for motion picture and production aficionados to make a contribution to the industry they love by providing the top administrative support necessary to keep this amazing organization functioning at their best.

Ideal candidates already have administrative experience in the entertainment landscape.

About the Position:

  • Clerical duties
  • Data entry
  • Filing (alphabetically, chronologically, and numerically)
  • Use microfiche equipment
  • Complete complex copy assignments
  • Cover reception as needed using switchboard
  • Prepare and scan documents
  • Complete errands off site using car
  • Create labels and update logs
  • Complete simple calculations using 10-key calculator
  • Inform management of issues related to office maintenance, visual appearance, etc
  • Office messenger
  • Order and restock supplies for kitchens and coffee bars each day
  • Copy and bind agendas for Board Meetings and special projects
  • Prepare Claims and Eligibility forms, pension checks, etc for mailing
  • Provide information using digital systems (CRT)
  • Prepare and send mail using postage scale and meter
  • Prepare informational packets using fold/insert and binding machines
  • Maintain copier machine (clear jams, add toner, etc)
  • Maintain organized paper and electronic files
  • Prepare, sort, and distribute mail and courier deliveries
  • Answer and distribute phone calls
  • Input and manage in-house database
  • Special projects as requested
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Mon, 09 Apr 2018 00:00:00 PDT About The Candidate:
  • 1+ years’ experience working in administrative support roles (MUST)
  • Able to operate a vehicle (MUST)
  • 1+ years’ experience with equipment: postage machines, 10 key, binding machine (PLUS)
  • Intermediate computer skills including Word, Excel, Outlook (MUST)
  • Personality and Characteristics: punctuality, "can-do" attitude, strong organizational skills, multi-tasker, interpersonal skills, team player, ability to prioritize, able to meet deadlines, able to work in fast paced environment, solid customer service skills
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Payroll Specialist - Internal]]> Prominent, nationwide employment agency is seeking an energetic Payroll Specialist to join our team.

This role, based at our Burbank Corporate office, will assist with weekly and semi-monthly payroll preparation (and benefits by updating records) and tasks include processing payroll. The ideal candidate has at least 2 years’ experience on a busy payroll team and a strong work ethic with a focus on accuracy.

Responsibilities:

  • Process weekly and semi-weekly payroll
  • Audit employee time and attendance
  • Enter payroll for multiple branches/states each week
  • Liaise between accounting team and branches
  • Ensure payroll policy compliance
  • Educate branches about payroll tasks, when needed
  • Process a high volume of payroll inquiries
  • Correct paycheck and time errors
  • Reissue paychecks
  • Process payroll forms and direct deposits requests
  • Prepare paychecks for mail and branch offices as per employee preferences
  • Distribute a high volume of paychecks
  • Prepare assigned reports
  • Verify sick pay accruals
  • Review and correct returned ACH payments
  • Work with HR team on minimum wage requirements
  • Assist with income withholding records
  • Scan and upload payroll documents (W-4’s, E-Pay, Paystub Opt Out, etc.)
  • Provide data and documents for internal and external auditors
  • Provide customer service support to employees

 

This is not a comprehensive list of duties

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Mon, 09 Apr 2018 00:00:00 PDT About The Candidate:
  • BA degree – or some college (PLUS)
  • 3+ years’ experience in payroll (MUST)
  • 2+ years’ experience with time calculations, payroll taxes and processing (MUST)
  • 2+ years’ experience with multi-state and payroll tax reporting (PLUS)
  • Knowledge of Federal and State compliance (PLUS)
  • Intermediate computer skills, including MS Office - Excel (MUST)
  • Personality: excellent time management, self-starter, organized, diligent, detail orientated, analytical, excellent communication skills (both written and verbal), team player, works well with groups, ethical, discrete, excellent customer service, friendly, helpful, patient
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Stocking/Inventory Help for 7-10 Day Assignment]]> We are currently seeking 6 detail oriented clerks for a temporary, 7-10 day project for our client, a casual menswear company, at their warehouse in Compton and begins on Monday 4/16.

Candidates must be able to work the entire project term: Monday 4/16-Tuesday 4/24 (additional days TBD), from 7:30 am – 4:30 pm (Saturday and Sunday off).

Team members will add new price labels to packages of t-shirts and undergarments that are previously labeled. Attention to detail is key as the new prices must entirely cover the old. This role requires sitting and completing detail work for long hours.

Responsibilities:

  • Match clothing items to correct price labels
  • Carefully place new labels over old price labels
  • Appropriately organize newly labeled items
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Mon, 09 Apr 2018 00:00:00 PDT About The Candidate:
  • Attention to Detail (MUST)
  • Able to complete entire assignment term: April 16-24 (extra days TBD), 7:30am – 4:30pm (Saturday and Sunday off) (MUST)
  • Personality and Characteristics: punctuality, "can-do" attitude, strong organizational skills, team player, friendly, ability to prioritize
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Accounting Operations Assistant]]> We seek a sharp Accounting Operations Assistant for our client’s Westside hedge fund firm, operating with over $10B in assets.

Accounting Operations Assistants perform general accounting tasks to support the team while working under the Operations division to regularly assess and ensure efficient systems and accounting practices.

Our client is a multi-billion dollar investment manager whose clients include some of the largest public and corporate pension funds and endowments throughout the US and Europe. Currently, they sit among the 75 largest hedge funds in the world and are known by employees for their collaborative environment and terrific work culture.

The ideal candidate has an accounting or finance degree, has managed wire transfer and fund releases at large financial institutions and is highly “system-oriented”. They appreciate following a routine, excel at managing time and assignments and constantly seek ways to improve their team’s success and efficiency. Our client prefers dynamic, self-starters with integrity and a commitment to delivering quality results.

About the Position:

  • General accounting tasks
  • Support operations team
  • Prepare billing notices and invoices
  • Manage wire transfers into client accounts
  • Manage release of funds after appropriate protocols are met
  • Prepare reports as assigned
  • Coordinate with 3rd party / system vendors
  • Liaise between all departments and clients
  • Confirm receipt of funds prior to payroll and/or wire release
  • Respond to client questions and requests in a timely manner
  • Use sound judgement to appropriately escalate concerns or questions to management
  • Provide superior customer service to clients
  • Protect client confidentiality
  • Assist with monthly, quarterly and annual closes
  • Assist with monthly, quarterly and annual corporate financial statements
  • Provide analytical support
  • Coordinate internal audits
  • Audit and reinforce internal controls
  • Other duties as assigned

This is not a comprehensive list of duties.

]]>
Fri, 06 Apr 2018 00:00:00 PDT About the Candidate:
  • BA degree (Bachelor’s degree) in accounting, finance or economics (MUST)
  • 2+ years’ experience in financial investment organizations (MUST)
  • 2+ years’ experience assessing systems and implementing change (MUST)
  • Intermediate + computer / software skills including MS Office and web portals (MUST)
  • Personality and Strengths: systems-oriented, positive attitude, team player, punctual, self-motivated, critical thinker, problem-solver, able to learn new tasks and software efficiently and quickly, great communicator, organized, detail oriented
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Payroll and Benefits Coordinator]]> We seek a Payroll and Benefits Coordinator for our client, a leading California law firm to provide Human Resources support to 6 branch offices.

Our client is a large legal firm specializing in public education. They have 6 branch offices and represent over 400 of California’s busiest educational institutions, from school districts to community colleges, county offices to elementary schools. They excel at providing specialized legal services and are proud to explain that many employees began their careers in public education. Their passion for education extends beyond legal counsel into efforts that support community potential. Their philanthropy team and volunteers have instituted multiple charitable programs aimed at encouraging K-12 students to welcome diversity and collaboration through creative competitions (such as art, essay and photography contests), supporting renewable energy usage in schools through green challenges and hosting tech summits that bring professionals from both worlds together to discuss and develop strategies to integrate technological improvements in the public education system.

This role liaises with employees, management and 3rd party vendors to effectively communicate important information about employee relations, training, benefits and performance management to all parties with a high standard of confidentiality. They administer plans in accordance with federal and state regulations and process weekly payroll, benefits and leave administration.

The ideal candidate brings at least 2 years of payroll experience at a law firm and has a solid grasp on managing payroll and benefits programs. With their dynamic personality, they get along well with all personality types, take confidentiality seriously and are passionate about education.

Responsibilities:

  • Process weekly and semi-monthly payroll
  • Process manual checks and reconciliations
  • Perform audits of employee time and attendance
  • Coordinate timesheet approvals and resolve discrepencies
  • Update payroll journal entries
  • Manage information in Human Resources Information Systems (HRIS) and paper files
  • Administer benefits and Leave of Absence (LOA)
  • Explain benefits policies and programs, legal rights, eligibility and requirements
  • Respond to inquiries about benefits, retirement plans, vacation/sick time, leaves of absence
  • Accurately apply health benefit deductions
  • Enroll employees into group health insurance plans
  • Regularly review and reconcile vendor invoices
  • Complete verification of employment requests
  • Process claims for unemployment insurance and worker's compensation
  • Liaise with 3rd party vendors and resolve benefits issues and claims
  • Process state compliance forms
  • Ensure compliance with local, state and federal labor laws and requirements
  • Ensure compliance with OSHA filings/postings
  • Ensure Affordable Care Act (ACA) compliance
  • Ensure compliance with benefits policies and regulations
  • Oversee on-boarding of new hires, including orientations
  • Oversee terminations (including final paychecks, exit interviews, HRIS updates, etc)
  • Maintain HR intranet web pages

This is not a comprehensive list of duties.

]]>
Fri, 06 Apr 2018 00:00:00 PDT About The Candidate:
  • AA/BA/BS degree in Accounting, Business Administration or Human Resources (MUST)
  • 3+ years’ experience in benefits administration, LOA, and human resources (MUST)
  • 1+ years’ experience payroll (MUST)
  • 1+ years’ experience at law firm (PLUS)
  • Advanced computer skills including MS Office, document management (MUST)
  • Intermediate software skills using DP and HRIS Sage software (PLUS)
  • Experience/Knowledge: federal and state benefits regulations affecting employee, benefit programs including ERISA, COBRA, HIPAA and Section 125 (MUST)
  • Personality, Characteristics and Skills: advanced written and oral communication, able to multi-task, able to work independently, organized, detail oriented, positive attitude, customer service oriented, friendly, leadership, ability to write clearly and concisely, excellent grammar, ability to anticipate needs and problems, analyze and prioritize issues, conflict resolution
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

Full benefits and perks: Company cell and laptop, paid vacation, casual office attire, flexible work-from-home options and more

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1
<![CDATA[AR Accounting Assistant / Accountant ]]> We seek a highly organized Accounting Assistant (Accountant) with an accounting degree to join our client’s property management accounting team in West LA.

This role prepares invoices, assists with tenant billing and receivables, regularly communicates with property management clients, prepares reports on general accounting topics, updates digital records using Yardi software and manages general accounting records for their assigned properties.

Our client is a leader in the commercial real estate arena. They own, operate and rebrand properties throughout the United States, have a keen interest in the revitalization of many communities across the US and encourage their team to actively support local charitable opportunities in an effort to give back to the community. One of their favorite annual activities is a fun, outdoor family event that allows them to interact with and support low-income families with disadvantaged children.

The ideal candidate has an accounting degree, has assisted with general property management accounting in past roles using Yardi software and works well managing their own time and assignments. Our client prefers dynamic, self-starters with integrity and a commitment to delivering quality results.

About the Position:

  • General accounting tasks for assigned properties
  • Prepare billing notices and invoices
  • Sending tenant statements
  • Post leases and receipts
  • Prepare waivers (late fees and reversal of charges)
  • Prepare bill backs to tenants
  • Process tenant move-outs
  • Update rent rolls
  • Update certificates of insurance (COI)
  • Assist tenants and property management companies
  • Collect delinquent monies
  • Prepare sales tax forms
  • Submit tax payments
  • Prepare reports as assigned
  • Coordinate with 3rd party / system vendors
  • Liaise between all departments and clients
  • Other duties as assigned

This is not a comprehensive list of duties.

]]>
Mon, 02 Apr 2018 00:00:00 PDT About The Candidate:
  • BA degree in Accounting (MUST)
  • 2+ years’ experience in general accounting (MUST)
  • 2+ years’ experience in real estate related accounting (PLUS)
  • 1+ years’ experience using Yardi software (PLUS)
  • Intermediate computer skills: MS Office, Excel, Word, Outlook (MUST)
  • Personality: self-motivated, strong work ethic, multi-tasker, organized, detail orientated, excellent communication skills (both written and verbal), team player, ethical, able to effectively engage with personnel at all levels, polished professional demeanor
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Audit Manager at Accounting Firm]]> Our client, a multi-location accounting firm servicing the Western United States, seeks an experienced accounting professional to fill their Audit Manager role.

The Audit Manager liaises between the Partner, client and professional staff and manages multiple auditing and accounting projects, client engagements, schedules, staff and workflow in addition to developing staff and new business for the Firm.

Primary Responsibilities

  • Responsible for all phases of an audit, compilation, or review engagement
  • Manage client accounts (communicates progress of engagements and issues)
  • Liaise between partners and clients
  • Advise clients
  • Plan, schedule and staff engagements
  • Review and approve staff assignments
  • Prepare engagement letters
  • Evaluate internal controls and work programs
  • Adheres to engagement time budgets
  • Supervise staff (review and approve documents prepared) and provide on-the-job training
  • Analyze and recommend solutions to potential issues
  • Review financial statements, reviews and other deliverables for professional and firm compliance
  • Works to develop responsible, trained staff by assisting in performance evaluations
  • Prepare client invoices and assist in collections as needed
  • Assist with recruiting, developing training aids and instruction in professional development programs
  • Special assignments and reports
  • Develop, coach and train senior, semi-seniors and staff accountants
  • Assist with performance reviews and evaluations

Working Conditions:

  • Frequent same day travel for in office work, meetings, and seminars
  • Occasional out-of-town travel
  • Occasional to heavy overtime work depending on time of year
  • 40+ years of continuing professional education per year to maintain and develop skills
]]>
Tue, 27 Mar 2018 00:00:00 PDT About You:
  • 5+ years’ experience in public accounting showing progression in complexity
  • 2+ years’ experience in a management position
  • BA degree (or higher) in accounting
  • CPA license (current and valid)
  • SEC experience (PLUS)
  • Advanced computer skills and accounting/audit software
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

]]>
1
<![CDATA[Senior Audit Accountant for Busy Los Angeles Accounting Firm]]> We’re interviewing Senior Accountants for our client, a service provider for accounting and management consulting in a wide array of industries, which include construction, media and entertainment, real estate, and technology. Known for unparalleled services such as business valuations, litigation support, tax preparation and risk assessment.

About the Position:

  • Responsible for all phases of an audit, compilation, or review engagement
  • Manage client accounts (communicates progress of engagements and issues)
  • Liaise between partners and clients
  • Plan, schedule and staff engagements
  • Review and approve staff assignments
  • Prepare engagement letters
  • Evaluate internal controls and work programs
  • Adheres to engagement time budgets
  • Supervise staff (review and approve documents prepared) and provide on-the-job training
  • Analyze and recommend solutions to potential issues
  • Review financial statements, reviews and other deliverables for professional and firm compliance
  • Assist with performance evaluations of team members
  • Prepare client invoices and assist in collections as needed
  • Assist with recruiting, developing training aids and instruction in professional development programs
  • Develop, coach and train senior, semi-seniors and staff accountants
  • Assist with performance reviews and evaluations
  • Plan and attend client meetings, sometimes on site
  • Oversee work of assistants
  • Audit files to verify accuracy of client’s financial statements
  • Develop an auditing process
  • Prepare and index working papers
  • Prepare complicated tax returns
  • Prepare dissolution and liquidation returns
  • Suggest tax planning ideas management team and partner
  • Draft client correspondence for approval by Partner
  • Review and suggest corrections to management letters
  • Drafts reports with footnotes
  • Manage projects from start to completion
  • Prepare ad hoc reports, projects and duties
  • Enter time and expenses daily
  • Develop referral sources including community outreach and local organizations
  • Build knowledge and practice services
  • Attend meetings, seminars and client visits
  • Complete 40+ hours of continuing education each year

Travel and Work Commitment:

  • Frequent same day travel
  • Occasional out-of-town travel
  • Occasional overtime required (seasonal)
]]>
Tue, 27 Mar 2018 00:00:00 PDT About The Candidate:
  • BA degree (or higher) in accounting (MUST)
  • 3+ years’ experience in public accounting showing progression in complexity (MUST)
  • 2+ years’ experience in auditing and accounting tasks and tax knowledge (MUST)
  • Well rounded knowledge of accounting practices and principles (MUST)
  • Advanced computer skills and accounting/audit/tax software (MUST)
  • CPA license (current and valid) or working toward obtaining (PLUS)
  • Member in good standing with the AICPA if licensed (MUST)
  • Personality and skills: motivated and enthusiastic, detail oriented, strong verbal and written communication, follow instructions well, time management, multi-task, highly organizes, meticulous, clear communicator, proactive
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

]]>
1
<![CDATA[Senior Tax Accountant at Busy Firm]]> We’re interviewing Senior Accountants for our client, a service provider for accounting and management consulting in a wide array of industries, which include construction, media and entertainment, real estate, and technology. Known for unparalleled services such as business valuations, litigation support, tax preparation and risk assessment.

About the Position:

  • Provide bookkeeping services (including journal entries and bank reconciliations)
  • Maintain financial records, disseminating information as needed and authorized
  • Prepare and review employment documents, financial statements, general ledgers, etc.
  • Analyze investments, insurance, purchases, contracts, etc.
  • Accounting, auditing, and tax assignments
  • Plan and schedule client meetings
  • Oversee work of assistants
  • Audit files to verify accuracy of client’s financial statements
  • Develop an auditing process
  • Test audit process with sample transaction
  • Prepare and index working papers
  • Prepare complicated tax returns
  • Prepare dissolution and liquidation returns
  • Suggest tax planning ideas management team and partner
  • Draft client correspondence for approval by Partner
  • Review and suggest corrections to management letters
  • Drafts reports with footnotes
  • Manage projects from start to completion
  • Prepare ad hoc reports, projects and duties
  • Enter time and expenses daily
  • Develop referral sources including community outreach and local organizations
  • Build knowledge and practice services
  • Manage client accounts (communicates progress of engagements and issues)
  • Liaise between partners and clients
  • Advise clients
  • Supervise staff (review and approve documents prepared) and provide on-the-job training
  • Analyze and recommend solutions to potential issues
  • Review financial statements, reviews and other deliverables for professional and firm compliance
  • Works to develop responsible, trained staff by assisting in performance evaluations
  • Attend meetings, seminars and client visits
  • Complete 40+ hours of continuing education each year

Travel and Work Commitment:

  • Frequent same day travel
  • Occasional out-of-town travel
  • Occasional overtime required (seasonal)
]]>
Tue, 27 Mar 2018 00:00:00 PDT About The Candidate:
  • BA degree (or higher) in accounting (MUST)
  • 3+ years’ experience in public accounting showing progression in complexity (MUST)
  • 2+ years’ experience in auditing and accounting tasks and tax knowledge (MUST)
  • Well rounded knowledge of accounting practices and principles (MUST)
  • Advanced computer skills and accounting/audit/tax software (MUST)
  • CPA license (current and valid) or working toward obtaining (PLUS)
  • Member in good standing with the AICPA if licensed (MUST)
  • Personality and skills: motivated and enthusiastic, detail oriented, strong verbal and written communication, follow instructions well, time management, multi-task, highly organizes, meticulous, clear communicator, proactive
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Senior Audit Accountant for Busy Irvine Accounting Firm]]> We’re interviewing Senior Accountants for our client, a service provider for accounting and management consulting in a wide array of industries, which include construction, media and entertainment, real estate, and technology. Known for unparalleled services such as business valuations, litigation support, tax preparation and risk assessment.

About the Position:

  • Responsible for all phases of an audit, compilation, or review engagement
  • Manage client accounts (communicates progress of engagements and issues)
  • Liaise between partners and clients
  • Plan, schedule and staff engagements
  • Review and approve staff assignments
  • Prepare engagement letters
  • Evaluate internal controls and work programs
  • Adheres to engagement time budgets
  • Supervise staff (review and approve documents prepared) and provide on-the-job training
  • Analyze and recommend solutions to potential issues
  • Review financial statements, reviews and other deliverables for professional and firm compliance
  • Assist with performance evaluations of team members
  • Prepare client invoices and assist in collections as needed
  • Assist with recruiting, developing training aids and instruction in professional development programs
  • Develop, coach and train senior, semi-seniors and staff accountants
  • Assist with performance reviews and evaluations
  • Plan and attend client meetings, sometimes on site
  • Oversee work of assistants
  • Audit files to verify accuracy of client’s financial statements
  • Develop an auditing process
  • Prepare and index working papers
  • Prepare complicated tax returns
  • Prepare dissolution and liquidation returns
  • Suggest tax planning ideas management team and partner
  • Draft client correspondence for approval by Partner
  • Review and suggest corrections to management letters
  • Drafts reports with footnotes
  • Manage projects from start to completion
  • Prepare ad hoc reports, projects and duties
  • Enter time and expenses daily
  • Develop referral sources including community outreach and local organizations
  • Build knowledge and practice services
  • Attend meetings, seminars and client visits
  • Complete 40+ hours of continuing education each year

Travel and Work Commitment:

  • Frequent same day travel
  • Occasional out-of-town travel
  • Occasional overtime required (seasonal)
]]>
Tue, 27 Mar 2018 00:00:00 PDT About The Candidate:
  • BA degree (or higher) in accounting (MUST)
  • 3+ years’ experience in public accounting showing progression in complexity (MUST)
  • 2+ years’ experience in auditing and accounting tasks and tax knowledge (MUST)
  • Well rounded knowledge of accounting practices and principles (MUST)
  • Advanced computer skills and accounting/audit/tax software (MUST)
  • CPA license (current and valid) or working toward obtaining (PLUS)
  • Member in good standing with the AICPA if licensed (MUST)
  • Personality and skills: motivated and enthusiastic, detail oriented, strong verbal and written communication, follow instructions well, time management, multi-task, highly organizes, meticulous, clear communicator, proactive
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Accounting Manager at Real Estate Management Company]]> We seek an Accounting Manager with experience training teams and improving internal systems for a great opportunity with our commercial real estate client in West LA.

This role oversees a team that provides general accounting support, prepares weekly payroll, audits and improves internal processes and provides guidance to junior accounting professionals. They also assist with compliance, external audit activities and provide supervisory oversight to the firm.

Our client is a leader in the commercial real estate arena. They own, operate and rebrand properties throughout the United States, have a keen interest in the revitalization of many communities across the US and encourage their team to actively support local charitable opportunities in an effort to give back to the community. One of their favorite annual activities is a fun, outdoor family event that allows them to interact with and support low-income families with disadvantaged children.

The ideal candidate has an Accounting degree and either and MBA or CPA license, has several years’ experience providing payroll services using Paychex, has used Yardi and worked in commercial real estate for at least 2 years and excels at building supportive and efficient team environments. Our client seeks dynamic, self-starters with integrity and a commitment to delivering quality results.

Primary Responsibilities

  • Review financial statements and supporting documents
  • Review vendor invoices
  • Generate and discuss billing reports
  • Audit and reinforce internal controls
  • Design, develop, and implement internal process, policy and control improvements
  • Coordinate internal audits
  • Process payroll
  • Assist HR team as appropriate and requested 
  • Plan and provide accounting process training
  • Provide assistance and documents to 3rd party tax preparers
  • Manage delinquencies
  • Assist with activities supporting acquisition, disposition and lending
  • Assist with monthly, quarterly and annual closes
  • Assist with monthly, quarterly and annual corporate financial statements
  • Provide analytical support
  • Prepare lender reports
  • Ad hoc projects and assignments

 

This is not a comprehensive list of duties.

]]>
Tue, 27 Mar 2018 00:00:00 PDT About the Candidate:
  • BA degree in Accounting (MUST)
  • MBA degree (PLUS)
  • CPA license (PLUS)
  • 5+ years’ experience in public accounting (MUST)
  • 2+ years’ experience in a supervisory position (MUST)
  • 2+ years’ experience in real estate related accounting (PLUS)
  • 2+ years’ experience in preparing payroll (PLUS)
  • 1+ years’ experience using Yardi software (PLUS)
  • 1+ years’ experience using Paychex software (PLUS)
  • Intermediate computer skills, specifically MS Office, Excel, Word, Outlook (MUST)
  • Personality: highly motivated, strong work ethic, multi-tasker, organized, detail orientated, excellent communication skills (both written and verbal), team player, ethical, able to effectively engage with personnel at all levels, polished professional demeanor
]]>
Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Accounts Receivable at PM Company]]> We seek a sharp Accounts Receivable professional to join our client’s very customer service oriented property management team.

The ideal candidate has an accounting BA, at least 2 years in accounts receivable positions at a property management firm, an upbeat personality and an avid interest in philanthropy.

Our client is a national property management firm catering to both residential and commercial properties throughout the United States. They take pride in their hands on involvement with multiple charitable organizations, primarily those focused on children, education and encouraging young adults to change the world for the better. This company makes a profound difference in the community!

About This Role:

  • General accounts receivable (A/R)
  • Collect and allocate tenant rents and other payment types
  • Assist tenants with questions, issues and disputes
  • Post and reconcile payments and chargebacks
  • Create invoices
  • Audit status of invoices (aging report) weekly and follow up
  • CAM review
  • Create and distribute default notices (insta-serves, 5 & 10 day grace periods)
  • Generate delinquency reports
  • Prepare and distribute rent statements each month
  • Charge interest and late fees
  • Review and maintain accounting records
  • Assist with annual CAM and property tax reconciliations
  • Update Yardi records about invoices, payments and correspondence
  • Reconcile invoice discrepancies
  • Post updates to ledger
  • Provide back-up to other departments as needed
  • Professionally handle complicated collection issues
  • Process move-outs and refunds
  • Monitor accounts for non-payments or other irregularities
  • Communicate with internal and external customers by phone and email
  • Prepare account documents and reports for the legal team
  • Prepare delinquent accounts for collections vendor
  • Prepare tenant W9s
  • Prepare monthly and ad hoc reports
  • Special tasks or projects as requested

This is not a comprehensive list of duties.

]]>
Thu, 22 Mar 2018 00:00:00 PDT About The Candidates:
  • Bachelor’s Degree (PLUS)
  • 2+ years’ experience in accounts receivable or collections roles (MUST)
  • 2+ years’ experience using Yardi (MUST)
  • 1+ years’ experience in real estate and/or property management accounting (PLUS)
  • 1+ years’ experience using computerized phone system (PLUS)
  • Intermediate computer skills with MS Office, including Word and Excel (MUST)
  • Personality and skills: strong math skills, organized, accuracy in grammar, spelling and punctuation, motivated, attention to detail, strong verbal and written communication, follow instructions well, time management, dependable, smart, customer service oriented, able to multi-task
]]>
Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Experienced National Sales Manager within Powersports Industry]]> Our client, a multinational powersports industry corporation, seeks a National Sales Manager based at their Orange County office. This well-known industry leader operates in a fast-paced, busy work environment and is known for its above average employee-friendly efforts and programs. If you share a passion for delivering excellent customer service and working for a company that takes pride in their workmanship, this is an amazing opportunity to join a top-notch team!

This role drives the trajectory for retail and wholesale sales and programs for the motorcycle, scooter, and ATV division.

About the Position:

  • Create retail programs to generate increased sales of motorcycles, scooters and ATVs
  • Make recommendations for current or future marketing and sales activities
  • Plan wholesale motorcycle and ATV sales events in conjunction with product and seasonal launches
  • Determine regional and district sales goals for management teams
  • Mentor national field sales team members
  • Coach and develop the Regional Sales Managers
  • Liaise with Communications Department to maintain consistent messaging across printed and digital marketing materials
  • Strategize with Accessory development team to add features to motorcycle and ATV accessories
  • Lead the dealer development team to reach sales objectives and to present a strong image
  • Direct recruiting goals and development education program
  • Motivate team members to reach personal and team sales goals
  • Ensure timely and accurate sales performance reports, programs, policies, bulletins and projects
  • Liaise with other departments to reduce costs while maintaining excellent dealer support
  • Work with Finance, SEP and Order Desk to ensure top support for retail programs and dealers
  • Attend offsite meetings
  • Travel nationally and internationally
]]>
Mon, 19 Mar 2018 00:00:00 PDT About The Candidate:
  • 5+ outside sales experience (MUST)
  • 3+ retail sales in Motorcycle/ATV or related industry (MUST)
  • 2+ Motorcycle dealership experience (PLUS)
  • Able to operate motorcycle and ATV products (MUST)
  • Intermediate + computer skills. Microsoft Word, Excel and Access (MUST)
  • Adobe creative suite or similar (PLUS)
  • Able to lift/carry 50 lbs (MUST)
  • Able to travel extensively nationally and internationally (MUST)
  • Personality, Characteristics and Skills: honest, reliable, presenting in front of large groups, advanced written and oral communication, able to multi-task, able to work independently, self-motivated, organized, efficient, team player, detail oriented, analytical, positive attitude, customer service oriented, friendly
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Senior Software Engineer]]> Talented Senior Software Architects experienced in diverse software stacks with scalable platforms!

We’re interviewing experience software engineers to find the right fit for our client, an e-commerce data provider that uses cutting edge technology and places high value in creative solutions from team members to provide unparalleled products that shape the industry standard. Their dynamic and fun environment is a great place to work and realize your potential today!

Ideal candidates offer a wide range of coding capabilities that reach beyond common stack environments and thrive for the challenge to design the next “best” feature or product.

About the Position:

  • Lead architecture, design and development of applications and services
  • Design "big data" systems that are scalable linearly
  • Act as technical lead during development life cycle
  • Lead team of engineers on multiple projects
  • Scope, plan, design, implement and test new products
  • Use best practice engineering standards
  • Develop core technology
  • Refine existing code and suggest improvements
  • Execute product requests
  • Write design and programming specifications
  • Develop and maintain applications written in a Java/J2EE platform environment
  • Guide engineering teams operating on Linux platforms
  • Produce functional specifications, feasibility assessments, time estimates and value assessments
  • Assess new technologies for inclusion in development process
  • Code most difficult and complex software modules
  • Determine technical and business approaches to integrate into projects
  • Develop new technical tools
  • Evangelize new ideas and technologies
  • Use NoSQL and scalable platforms to produce new data driven products
  • Design solutions with scalability, availability, reliability, stability, security and performance in mind
]]>
Wed, 07 Feb 2018 00:00:00 PST About The Candidate:
  • 10+ years engineering experience (MUST)
  • 8+ years of experience in object oriented software engineering (MUST)
  • 5+ years of working on "big data" projects (MUST)
  • 3+ years’ experience in data modeling (MUST)
  • 5+ years’ experience with scalable SQL, NoSQL, and distributed solutions (Redshift, Hbase, Redis, Spark, Impala) (MUST)
  • 5+ years’ experience in cloud and on site deployments (MUST)
  • 5+ years’ experience with a broad range of systems, API's, protocols, and standards (MUST)
  • Experience with Web Services architecture (MUST)
  • Expert in programming languages and frameworks including Java/J2EE, Spring, Scala ++ (MUST)
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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1
<![CDATA[Sales Manager - Hospitality Industry]]> We are currently interviewing sales professionals with management experience for several positions with our client, a first class hotel that features a sprawling golf course and has been the recipient of multiple industry awards.

The Sales Manager position is responsible for identifying and soliciting new local business (focus: northwestern area and other accounts as assigned). This is an entry level role and training will be provided if needed.

Responsibilities:

  • Identify and build relationships with new group customers
  • Site visits
  • Sales calls / cold calls / telemarketing
  • Trade show attendance
  • Host events
  • Maintain client satisfaction
  • Identify and cross-sell meeting space and other hotel resources
  • Networking at local events
  • Prepare and present reports at weekly revenue meetings
  • Exceed sales goals
  • Flexibility for occasional weekend and holiday work hours is required
  • Hours are based on prime selling time and events booked
]]>
Wed, 07 Feb 2018 00:00:00 PST About The Candidate:
  • 3+ years’ experience Sales (MUST)
  • 2+ years’ experience in the Hospitality industry (MUST)
  • Intermediate computer skills in PC environment with MS Office (including Word and Excel) (MUST) and Delphi (PLUS)
  • Must have knowledge: mapping, hospitality industry, sales, assessing and delivering client needs, closing sales deals, client management.
  • Personality: passionate about the hospitality industry, top negotiator, sales superstar, high-energy, results driven, self-starter, high level communicator
]]>
Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[National Account Manager - Hospitality Industry]]> Career Strategies is a national staffing firm that offers excellent Direct Hire and Contract opportunities at outstanding firms across the United States. Our client, a first class hotel that features a sprawling golf course, is searching for a new National Sales Manager to identify and develop new business across the national market, working directly with clients while also developing a growing sales team.

Ideal candidates come with an extensive hospitality background of at least 5 years’ experience working with corporate clients in hotel and meeting space sales. They enjoy building cohesive sales teams and know the recipe for developing teams that exceed sales goals.

Responsibilities:

  • Identify potential customers and build relationships
  • Generate pick up report to present in sales meetings
  • Develop and submit monthly action plans
  • Contact existing area customers for relationship building and new order outreach
  • Train and mentor new sales associates
  • Perform cold calls (telemarketing) to potential customers to develop leads
  • Attend trade shows
  • Host marketing events with multi-department collaboration
  • Maintain customer satisfaction
  • Occasional Saturday sales participation
  • Office visits to feeder cities to extend sales service area
  • Identify and cross-sell meeting space and other hotel resources
  • Attend local events to market services to new contacts
  • Prepare and present reports at weekly revenue meetings
  • Site visits
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Wed, 07 Feb 2018 00:00:00 PST About The Candidate:

Must be available for occasional weekend and holiday work hours.

  • 4+ years’ experience hotel sales management (MUST)
  • 2+ years’ experience in the hospitality industry (MUST)
  • 2+ years’ experience working in corporate markets (MUST)
  • 1+ years’ experience with RFP processes, consortium rates and GDS systems
  • Intermediate computer skills in PC environment with MS Office (including Word and Excel) (MUST) and Delphi (PLUS)
  • Personality & Skills: passionate about the hospitality industry, top negotiator, sales superstar, high-energy, results driven, self-starter, excellent oral and written communicator, inspirational, natural teacher, motivational
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Administrative Assistant]]> Seeking a full time Administrative Assistant for our busy Westside, financial services client NOW!

Our client is a dynamic and friendly Santa Monica based investment management firm, seeking an energetic, detail oriented and hardworking individual to support the investment team in an administrative assistant capacity.

The ideal candidate has a strong work ethic, positive attitude, is able to balance a variety of tasks. The role will primarily be focused on administrative support for the investing team with some additional office manager duties as described below.

WORK HOURS:  Monday through Friday-9:00am- 6:00pm.

About the Position:

  • Answer phones and direct calls using multi-line phone system
  • Provide general service information
  • Distribute incoming mail
  • Coordinate deliveries to and from office (newspapers, mail, FedEx)
  • Basic filing
  • Maintain office appointment calendar
  • Schedule appointments and arrange meetings
  • Organize domestic and international travel and itineraries for multiple travelers
  • Process expense reports
  • Create and proofread correspondence routine memos, emails and meeting minutes
  • Order office and other supplies monthly
  • Maintain office with building management and 3rd party vendors
  • Special projects and database entry
  • Assist in planning luncheons, seminars and other team social events
  • Exercising good judgment on all matters
  • Recommend procedural improvements to improve efficiency or cost-savings

 

Benefits:

 

  • Competitive base salary for administrative positions, based on experience
  • Company also offers a wide range of other benefits
  • Three week paid vacation
  • Medical and dental Benefits
  • Generous 401-k matching
  • Breakfast foods and snacks provided for employees

 

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Wed, 10 Jan 2018 00:00:00 PST About the Candidate:
  • 1+ years’ office administration experience (MUST)
  • 1+ years’ experience in financial / investment firm (PLUS)
  • Experience using multi-line phone system (MUST)
  • Intermediate computer skills & comfortable using MS Office Suite including Excel (MUST)
  • BA degree (PLUS)
  • Desired Characteristics / Personality: Pleasant and friendly demeanor, superior organization, STRONG phone skills, polished, articulate telephone etiquette, team player, punctual, high level ethics, attention to detail, thrives in fast paced environment, acts with integrity
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Payroll Coordinator to Provide Entertainment Payroll Services]]> We seek a sharp Payroll Coordinator for our client’s positive and customer-centric environment.

Payroll Coordinators are responsible for timely and accurate client payrolls.

Our client is a dynamic and growing payroll firm that offers full-service, 3rd party payroll and benefits administration to the Los Angeles entertainment industry. Employees enjoy excellent benefits and tremendous opportunity for growth.

About the Position:

  • Ensure timely payroll approval based on scheduled due dates
  • Prepare, process and complete payroll for entertainment clients
  • Use knowledge of federal and state wage laws and union contracts
  • Process adjustments, deductions and handling fees
  • Manually calculate handling fees as needed
  • Confirm receipt of funds prior to payroll and/or wire release
  • Perform quality check on payrolls for accuracy
  • Use shared Google Docs tools to oversee payroll
  • Respond to client questions and requests in a timely manner
  • Use sound judgement to appropriately escalate concerns or questions to management
  • General duties typical for Data Entry Clerk, Payroll Clerk and Processing Associate
  • Special tasks or assignments as assigned
  • Provide superior customer service to clients
  • Protect client confidentiality
  • Develop relationships with existing and new clients

 

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Fri, 15 Dec 2017 00:00:00 PST About the Candidate:
  • 3+ years’ experience in payroll processing and accounting (MUST)
  • 2+ years’ experience performing typical duties of Data Entry / Payroll Clerk and Payroll Processing Associate (MUST)
  • Experience in Entertainment Production payroll and accounting (PLUS)
  • BA degree (Bachelor’s degree) or higher (MUST)
  • Knowledge of federal / state wage laws (MUST)
  • Knowledge of union contracts as they relate to payroll (PLUS)
  • Intermediate + computer / software skills including MS Office and Google Docs (MUST)
  • Personality and Strengths: positive attitude, team player, punctual, self-motivated, critical thinker, problem-solver, able to learn new tasks and software efficiently and quickly, great communicator, organized
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[C-Level Executive Assistant at Financial Services Firm]]> We are currently interviewing experienced, C Level, Executive Assistants for our client, a global financial services firm specializing in sales and trading, investment and wealth management, hedge funds and more. This is a client facing role partnering with a busy C Suite Executive who will take ownership over scheduling, travel planning, meeting preparation and project management.

Successful candidates are detail-oriented and take great pride in the quality of their work. They are used to managing their own work load and prioritizing tasks in corporate environments. Effective communication with anyone at any level - from executives, to investors, to team members - is a comfortable part of their day to day.

About this Position:

  • Coordinate executive communications
  • Organize a complex calendar precisely and accurately
  • Schedule meetings and appointments
  • Prioritize projects and meetings
  • Act as the gatekeeper for their C-Level partner
  • Run errands
  • Coordinate travel accommodations and event reservations
  • Manage travel itineraries
  • Interact with clients and manage client relationships
  • Assist with bookkeeping
  • Administrative duties
  • Liaise with other departments, outside agencies, high-level executives and team members
  • Act with discretion when handling confidential information
  • Assist in research
  • Prepare presentations
  • Respond to 200-300 emails per day
  • Answer telephones and distribute incoming calls
  • Prepare corporate documents
  • Develop and maintain a high level of professionalism
  • Greet clients and visitors
  • Special projects, as assigned
  • Maintain an organized, paper and electronic, filing system
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Wed, 29 Nov 2017 00:00:00 PST About the Candidate:
  • 6+ years’ experience as a C level Executive Assistant (MUST)
  • Advanced computer skills including MS Office with Word and Excel (MUST)
  • Ability to prioritize and coordinate work to meet deadlines (MUST)
  • Ability to manage workflow by leveraging Office Services and Global Word Processing (MUST)
  • Personality, Characteristics and Skills:  critical thinker, friendly, professional, honest, reliable, excellent interpersonal communication, advanced written and oral communication, able to multi-task, independent worker, highly organized, efficient, team player, meticulous, detail oriented, analytical, positive attitude, able to delegate, “can-do” attitude, problem solver, excellent follow through
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Senior Vice President Investments and Private Wealth Management]]> Seeking experienced with a background in for a Full Time opportunity with our client’s West Los Angeles office.

Our client is a highly successful financial planning company who take pride in providing objective and trustworthy investment advice and management. With an ongoing effort to remain ahead of the industry, they develop and provide forward thinking, innovative solutions to clients. Recently they launched a digital investment platform to expand their ability to address client needs, offer user friendly solutions and build on their culture of transparency.

Clients include private individuals, corporations and charitable organizations. Portfolios are built using a variety of diverse investment strategies that pass an extensive review process prior to implementation.

The Senior VP builds company productivity by expanding relationships, discovering new clients and building productive relationships with clients with greater than $1M assets that can be invested.

Candidates should have a proven and recognizable level of success in business development within high value companies or in an advisory capacity for affluent clients.

Responsibilities:

  • Research and solicit new prospects
  • Provide exceptional client service
  • Business development
  • Discover and bring new clients by outreach and networking efforts
  • Converting existing and new leads into active clients
  • Review client investments, insurance, tax planning, estate planning, etc. to ensure they meet the needs of each client
  • Expand current client assets and services
  • Financial planning
  • Create and maintain financial plans for current and prospective clients
  • Work with team of relationship managers to maintain client relationships
  • Identify client needs and suggest solutions
  • Clearly explain pros and cons of investment solutions to clients
  • Own all actions and responsibilities
  • Sales
  • Marketing
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Wed, 30 Aug 2017 00:00:00 PDT About the Candidates:
  • BA degree (MUST)
  • BA degree in Business or Marketing (PLUS)
  • CFP or equivalent and Series 65 license (MUST)
  • 7+ years’ experience in related business with a high net worth or advisory position for clients with high net worth (MUST)
  • Expertise in financial service & wealth management industry and practices (MUST)
  • Expertise in available investment products (MUST)
  • Able to educate customers by explaining the value and differences between each (MUST)
  • Demonstrated record of success in investment sales (MUST)
  • Strong business development skills (MUST)
  • Intermediate computer skills including Microsoft Suite: MS Excel, MS Word, Outlook (MUST)
  • Personality, Characteristics and Skills: solution oriented mindset, excellent interpersonal skills, works well with any personality, advanced written and verbal communication, team player, strong work ethic, goal oriented, ability to achieve set goals easily
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Finance, lending, executive, investment, investments, insurance, non-profit, wealth, retirement, money, estate, estates, real estate, services, products, sales, marketing

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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<![CDATA[Trust Administration Officer]]> We are interviewing experienced professionals with experience in trust administration for our client, a fast growing trust administration company in Los Angeles. They combine the best qualities of a private trustee, including personalized service, attention to detail and a focus on their clients’ well-being along with the security and continuity of a regulated financial institution. 

Responsibilities:

  • Ensure trusts follow applicable laws, regulations, and terms of the governing instrument
  • Manage on-boarding protocol for new trusts
  • Review, interpret related documents and set up
  • Identity and correct potential issues
  • Prepare internal forms for trust creation
  • Adhere to California Probate Code as applicable to trust administration
  • Stay current of tax implications and knowledge regarding all trust types
  • Establish and manage client relationships
  • Determine beneficiary distribution amounts and frequency
  • Present distributions for approval
  • Perform annual reviews
  • Evaluate the performance of investment advisers
  • Maintain relationships with 3rd party vendors such as attorneys, CPA's and other professional advisers

Related: Taxes, Trusts, Wills, Regulatory Affairs, Government, Finance, Legal, Retirement,Family Trusts, Charitable Trusts, Private Foundations, Post Death Administration, Employee Stock Ownership Plans, Court-Appointed "Neutral" Trustee

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Wed, 07 Jun 2017 00:00:00 PDT About the Candidates
  • Strong technical and analytical background
  • Possess a thorough knowledge of trusts and their tax consequences

Experience in:

  • Preparing regulatory documents and submissions for the FDA, EU and other authorities
  • 5+ years experience administering Trusts
  • BS/BA, college degree preferred and/or JD or Paralegal certification
  • Prior legal/paralegal or CPA experience and/or training, preferably in the Trust field
  • Strong knowledge of the principles of trust administration
  • Superior organizational skills
  • Ability to multiple task with a high level of quality and accuracy
  • Strong analytical, problem-solving, and relationship management skills
  • Excellent interpersonal and communications skills
  • Highly motivated, self-starter
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Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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