Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Our client is seeking a Accounts Coordinator to join their team on a temp-to-hire basis. The ideal candidate will be responsible for explaining billing statements, processing payments, and resolving account issues. You'll also collaborate with various internal departments to ensure timely resolution of enrollee matters. Strong communication skills and a commitment to customer service are essential for success in this role.Responsibilities:Serve as the prim
Our client is seeking a Accounts Coordinator to join their team on a temp-to-hire basis. The ideal candidate will be responsible for explaining billing statements, processing payments, and resolving account issues. You'll also collaborate with various internal departments to ensure timely resolution of enrollee matters. Strong communication skills and a commitment to customer service are essential for success in this role.Responsibilities:Serve as the prim
Are you an experienced administrative or accounting professional, eager to find immediate full-time work with a government agency in the Goleta area? If so, this could be the opportunity you've been waiting for!Our client, a municipality in Santa Barbara County, is in immediate need of an experienced administrator with accounting experience to join the team in office on a full-time basis for the next 3-6 months.Responsibilities:Under general supervision, p
Are you an experienced administrative or accounting professional, eager to find immediate full-time work with a government agency in the Goleta area? If so, this could be the opportunity you've been waiting for!Our client, a municipality in Santa Barbara County, is in immediate need of an experienced administrator with accounting experience to join the team in office on a full-time basis for the next 3-6 months.Responsibilities:Under general supervision, p
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