Temp to Hire / Full-Time

Compensation Range: $55K - $68K

Location: Orange County, CA / Remote

Core Responsibilities:

• Month-End Support: posting journal entries for accruals and prepaids.
• Inventory Reconciliations: tying subledgers to the GL and resolving variances.
• AP/AR Support: posting bills, processing payments, commissions, collections, and recording deposits.
• Bank Rec. Support: tying deposits and payments to bank statements.
• Fixed Assets: maintaining asset lists and monthly depreciation schedules.
• Allowance for Bad Debt: maintaining schedules and preparing simple entries.

Required Experience / Qualifications / Education:

• Degree in Accounting or Finance
• 0-3 years of experience
• Deep/Strong Excel Proficiency: VLOOKUP/XLOOKUP | SUMIF/SUMIFS | Basic INDEX/MATCH | Accruals | Reconciliations
• Build and refresh Pivot Tables to summarize data.
• Comfortable recording/editing simple macros.
• Open to learning a mid-market ERP quickly – Currently using Epicor Prophet 21, moving to Accumatica. 
• Detail-oriented, good with numbers, and able to follow documented processes.
• Strong communicator in a remote environment (responsive via email/Teams).

Client Service Manager

Location: Walnut Creek, CA.
Hybrid: 3 days onsite

Job Summary

Seeking a detail-oriented and client-focused Client Service Manager to join a Financial Services division. This role is critical in maintaining strong client relationships, ensuring operational accuracy, and proactively managing day-to-day activities to support advisor success. The ideal candidate is highly organized, responsive, and thrives in a fast-paced, client-facing environment. This individual will serve as a key point of contact for clients while acting as a trusted partner to advisors, supporting services such as investment management, retirement planning, tax-efficient planning, estate conservation, insurance solutions, and annuities.

Responsibilities

• Serve as a primary point of contact for client service requests, ensuring timely and accurate responses
• Maintain and update client accounts, documentation, and agreements within internal systems
• Prepare, process, and follow up on client paperwork, including applications and advisory documentation
• Execute and track money movement requests, including ACH, wires, and distributions, ensuring accuracy and completion
• Document all client interactions and activities within the CRM system
• Coordinate and prepare materials for client and prospect meetings, including agendas, reports, and presentations
• Schedule and confirm meetings, ensuring alignment on discussion topics and readiness of all materials
• Assist with proposal preparation and client presentations, as needed
• Support retirement plan services, including scheduling education sessions and handling follow-ups
• Generate and distribute client reports and statements on a periodic basis
• Maintain organized client records and documentation

Qualifications/Requirements

• 3+ years of experience in financial services, wealth management, or investment operations
• Active Series 65 or 66 license required
• Series 6 or 7 preferred/willing to get
• Working knowledge of financial planning and investment concepts preferred
• Strong written and verbal communication skills
• Ability to build and maintain professional relationships with clients and internal stakeholders
• Proficiency in Microsoft Office, including Outlook, Word, and Excel
• Highly organized with strong attention to detail and accuracy
• Professional, proactive, and team-oriented mindset
• Experience supporting high-net-worth clients preferred

Compensation Package

• Competitive salary: $90,000 - $105,000
• Discretionary year-end bonus
• Comprehensive benefits package

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Workers' Compensation Program Specialist (Remote)

Job Summary

Seeking a dedicated and detail-oriented Workers' Compensation Program Specialist to join a team in a fully remote capacity. This professional role is integral to supporting the workers' compensation program, ensuring compliance, and driving process improvements. Reporting directly to the Workers' Compensation Manager, the successful candidate will collaborate with internal and external stakeholders to enhance program efficiency and maintain confidentiality in all aspects of workers' compensation claims management.

Compensation Package

• Salary Range: $60,500 - $84,700 (negotiable based on experience) + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide administrative and operational support for the workers' compensation program.
• Assist in coordinating the workers' compensation claims process.
• Ensure timely reporting of claims and maintain accurate documentation.
• Support local teams with information and guidance on managing claims.
• Collaborate with internal teams (HR, Safety, Operations) and external partners (insurance carriers, TPAs) to identify process improvements and ensure compliance.
• Maintain confidentiality of employee medical and claim information.
• Contribute to the development and enhancement of return-to-work and light-duty programs.
• Prepare and distribute workers' compensation reports as directed.
• Coordinate meetings and training sessions related to workers' compensation.
• Perform additional safety-related administrative tasks as assigned.

Qualifications/Requirements

Required:

• Associate’s degree in Human Resources, Risk Management, Occupational Safety, Business Administration, or a related field (or equivalent work experience).
• 3–5 years of experience in workers' compensation, safety programs, HR, or risk management.
• Knowledge of workers' compensation principles, including incident reporting and return-to-work concepts.
• Experience collaborating with insurance carriers or TPAs.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• High level of discretion and ability to maintain confidentiality.

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Job Title: Office Administrator

Location: Houston, TX
Salary: $55,000 – $65,000 (based on experience)

Position Overview

The Office Administrator plays a key role in ensuring the office operates efficiently and effectively. This individual will manage administrative processes, support internal operations, and serve as a central point of coordination across the team. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys taking ownership of their work.

Key Responsibilities

• Manage and process company bills accurately and on time

• Handle paperwork related to transactions for ownership deals

• Verify titles and ensure all documentation is complete and compliant

• Oversee and manage the titling process

• Serve as the first point of contact for incoming calls, visitors, and general inquiries

• Provide administrative and occasional personal support to leadership as needed

• Maintain organized records and ensure smooth day-to-day office operations

Qualifications

• Highly organized with strong attention to detail

• Self-starter with the ability to take initiative and ownership of responsibilities

• Strong problem-solving skills and the ability to think proactively

• Comfortable working in a dynamic, fast-paced environment

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