✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Los Angeles California Wfh

42 positions found

AP Analyst
✦ New
Salary not disclosed
Monterey Park, CA 8 hours ago

Accounts Payable Specialist

Temporary – Up to 6 Months but could extend

Schedule: Fully onsite

Pay $27 to $30 per hour

 

We’re seeking an experienced Accounts Payable Specialist for a temporary assignment with a well-established company and stable company.

 

Key Responsibilities for the Accounts Payable Specialist:

  • Match and reconcile invoices and statements for pricing, quantities, freight, and discounts
  • Process journal entries, purchase orders, and vouchers accurately
  • Research and resolve vendor inquiries and discrepancies
  • Process checks for all company subsidiaries in a timely manner
  • Support month-end and year-end close activities, including sales/use tax and 1099 reporting
  • Maintain vendor information and company address book accuracy

 

Qualifications for the Accounts Payable Specialist:

  • Minimum 3 years of Accounts Payable experience
  • Strong Excel skills (VLOOKUP, pivot tables required)
  • JD Edwards experience preferred
  • Excellent attention to detail and ability to handle multiple priorities
  • Strong AP audit background

 

If you’re a detail-oriented AP professional looking for your next opportunity, we’d like to hear from you. Apply today.

PandoLogic. Keywords: Accounts Payable / Receivable Analyst, Location: Monterey Park, CA - 91756
permanent
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Bankruptcy Specialist
✦ New
Salary not disclosed
Los Angeles, CA 1 day ago

Bankruptcy Specialist / Trust Associate ***BANRUPTCY EXPERIENCE REQUIRED***


  • Location: Los Angeles, CA
  • In-office / On-site position (100%)
  • Compensation: $130,000 to $160,000 base salary (commensurate with experience) plus bonus potential and benefits


Summary:


Bankruptcy Specialist / Trust Associate will be responsible for handling post-confirmation administration of bankruptcy estates with minimal supervision. Expertise in understanding motions, disclosure statements, and Chapter 11 plans will be essential in ensuring compliance with debtors' continuing bankruptcy obligations, tax responsibilities, and distributions to estate creditors. Selected individual will assist in reviewing Proofs of Claim and drafting various documents, including notice responses and abatement letters related to tax disputes.


Responsibilities of Bankruptcy Specialist / Trust Associate:


  • Manage bankruptcy estates post-confirmation, ensuring adherence to all bankruptcy obligations and tax requirements
  • Oversee and execute distributions to estate creditors following approved Chapter 11 plans
  • Review tax Proofs of Claim and collaborate with tax professionals in first-day valuations for estates
  • Prepare & dispute collection delinquent liabilities with state and federal tax authorities through abatement letters and other legal means
  • Assist in the preparation of monthly operating reports and communicating filing requirements to legal counsel
  • Administrative support in setting up new client information into our management database
  • Effectively communicate with supervising attorneys, co-counsel, clients, and tax professionals
  • Draft correspondence related to bankruptcy proceedings and respond to creditor inquiries
  • Collaborate with tax professionals to limit the risk of liens and fines for trusts, payroll reports, and disbursements of wage claims


Qualifications for Bankruptcy Specialist / Trust Associate:


  • 3+ yeas relevant Bankruptcy experience
  • Familiarity with bankruptcy laws, motions, disclosure statements, and Chapter 11 plans
  • Previous experience in bankruptcy estate administration
  • Familiarity with the US Bankruptcy code
  • Bachelor’s degree and/or Paralegal certificate preferred
  • Excellent research skills and the ability to analyze complex legal documents
  • Proficiency in Microsoft Office applications specifically PowerPoint and Excel
  • Strong writing and communication skills with attention to detail
  • Proficient with financial/data analytics
Not Specified
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Instructional Designer
✦ New
Salary not disclosed
Pasadena, CA 1 day ago

We are working with our client to locate a skilled Instructional Designer to support development of training materials for staff in engineering and other departments representing 500+ employees. Apply your talents in instructional design, training organization and delivery, writing, content development, and communication with subject matter experts.


Start Date: ASAP

Duration: 6+ months

Hours: up to 40 hours per week

Location: Fully on-site in Pasadena or Costa Mesa, CA


Experience Required:

  • 5+ years of experience or 2 years of experience and a Bachelors in instructional design, instructional or educational technology, curriculum development, or related field
  • Demonstrated system and ability in gathering information from subject matter experts
  • Prior video editing experience preferred but not required (such as Camtasia, Final Cut Pro, Premier Pro)
  • Experience using motion graphic editing software preferred but not required (such as Adobe After Effects)
  • Experience working with software that outputs SCORM files is preferred but not required
  • Excellent verbal and written communication skills
  • Ability to work individually with limited oversight, as well as part of a highly collaborative team
  • Strong organizational skills, attention to detail, and the ability to prioritize and multi-task
  • Demonstrated instructional design skills, including audience analysis, needs analysis, development of scope, design specifications, performance-based objectives, assessments, and curriculum development


The pay range for this is $50.00 to $65.00 per hour. Individual pay is determined by a number of factors, including but not limited to skill set, depth of experience, relevant education, certifications and specific work location.


Clarity Consultants is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, orientation, gender identity, disability or protected veteran status.


About Us:

Clarity Consultants helps you take Talent Development objectives from vision to reality. Our elite L&D consultants deliver game-changing strategies and training. The world’s most forward-thinking companies trust Clarity to design, develop, and deploy learning programs that create more engaged and future-ready employees. For over 30 years, we’ve provided consulting talent for every element of learning and talent development including Needs Assessments, Learning Strategy & Planning, Instructional Design & eLearning Development, Training Facilitation & Delivery, Learning Technology Strategy & Support, Organizational Development & Change Management.


If the above opportunity is not a good fit for you and you are a learning and development or creative professional, visit to join our talent network.

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Loan Sales Specialist
Salary not disclosed
Glendale, CA 2 days ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role  

- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:    

- High School Diploma or GED     

Preferred: 

- Sales, Collections or Customer Service experience   
- Bilingual - Spanish   

Location: On site   
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.    
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. 
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.  
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. 
Key Word Tags   
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee  
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Mortgage Servicing Specialist
Salary not disclosed
Los Angeles, CA 2 days ago

JOB SUMMARY

Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.


DUTIES

  • Performs new account system maintenance including but not limited to manual boarding of loans in the system
  • Monitors escrow payments and track delinquencies through the life of the loan
  • Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies
  • Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority.
  • Processes payments, disbursements, and other transactions
  • Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions
  • Ensures compliance with all applicable government, investor, and bank regulations
  • Investor Accounting
  • Performs other duties as assigned


QUALIFICATIONS

  • EDUCATION: AA degree or equivalent
  • EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience.


SKILLS/ABILITIES

  • Strong interpersonal and customer service skills
  • Positive attitude
  • PC proficient in Microsoft Office
  • Detail-oriented and follow- through skills


Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.


WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:


  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance


Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Not Specified
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Trust Associate
🏢 Blue Coral Staffing Corp.
Salary not disclosed
Los Angeles, CA 2 days ago

Trust Associate /Bankruptcy Specialist

***BANRUPTCY EXPERIENCE REQUIRED***


  • Location: Los Angeles, CA
  • In-office / On-site position (100%)
  • Compensation: $130,000 to $160,000 base salary (commensurate with experience) plus bonus potential and benefits


Summary:


Trust Associate / Bankruptcy Specialist will be responsible for handling post-confirmation administration of bankruptcy estates with minimal supervision. Expertise in understanding motions, disclosure statements, and Chapter 11 plans will be essential in ensuring compliance with debtors' continuing bankruptcy obligations, tax responsibilities, and distributions to estate creditors. Selected individual will assist in reviewing Proofs of Claim and drafting various documents, including notice responses and abatement letters related to tax disputes.


Responsibilities of Bankruptcy Specialist / Trust Associate:


  • Manage bankruptcy estates post-confirmation, ensuring adherence to all bankruptcy obligations and tax requirements
  • Oversee and execute distributions to estate creditors following approved Chapter 11 plans
  • Review tax Proofs of Claim and collaborate with tax professionals in first-day valuations for estates
  • Prepare & dispute collection delinquent liabilities with state and federal tax authorities through abatement letters and other legal means
  • Assist in the preparation of monthly operating reports and communicating filing requirements to legal counsel
  • Administrative support in setting up new client information into our management database
  • Effectively communicate with supervising attorneys, co-counsel, clients, and tax professionals
  • Draft correspondence related to bankruptcy proceedings and respond to creditor inquiries
  • Collaborate with tax professionals to limit the risk of liens and fines for trusts, payroll reports, and disbursements of wage claims


Qualifications for Bankruptcy Specialist / Trust Associate:


  • 3+ yeas relevant Bankruptcy experience
  • Familiarity with bankruptcy laws, motions, disclosure statements, and Chapter 11 plans
  • Previous experience in bankruptcy estate administration
  • Familiarity with the US Bankruptcy code
  • Bachelor’s degree and/or Paralegal certificate preferred
  • Excellent research skills and the ability to analyze complex legal documents
  • Proficiency in Microsoft Office applications specifically PowerPoint and Excel
  • Strong writing and communication skills with attention to detail
  • Proficient with financial/data analytics
Not Specified
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Account Specialist
Salary not disclosed
Los Angeles, CA 2 days ago

Client Summary:

Our client builds financial technology for real life. Their technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. They offer a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 25,000 service locations, including 1 in 2 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected.


Included on the 2022 Inc. 5000 list, a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights!


  • With proven product to market fit and rapid success across thousands of merchants and millions of customers, we are expanding its Account Management team. This is a unique opportunity to join a high-performance, high-growth company that’s redefining how patients pay for care—and helping providers deliver more of it.


The Role:

We are looking for a self-motivated, outgoing individual to join the Remote Activations Team. The Account Specialist will join our fast-growing team and manage SMB accounts (focusing on single stores). This role plays a key part in onboarding single stores and groups for activation day, conducting onboardings, training, and managing accounts within their first 30 days post-activation. The goal is to promote maximum usage of the product while supporting company growth (activations).


What You’ll Own:

  • Execute day-to-day responsibilities associated with Remote Activation Accounts
  • Meet weekly and monthly activation and usage targets as designated by the leadership team
  • Manage onboarding and activation for single store locations
  • Review account performance and revenue data; develop and implement strategies to increase usage and ROI
  • Identify gaps within processes and resolve them efficiently and in a timely manner
  • Ensure compliance with company standards and procedures
  • Take on variable, rotating duties as assigned


Requirements

What You'll Bring:

  • Excellent verbal & written communication and facilitation skills
  • Experience in leading and training accounts
  • Strong interpersonal skills and a proven ability to work collaboratively with others
  • Intelligent, go getter, ambitious, self-motivated individual who is hungry for success
  • Highly efficient and organized
  • Proven experience in putting together business plans and data analysis
  • Proficient in Google Suite and Salesforce
  • Sales experience a plus


The Perks:

  • Mission driven + empowered + collaborative
  • Competitive pay and stock options
  • Unlimited PTO
  • Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
  • Newly added HSA and Pet Insurance
  • 401K Plan with Matching
  • Cell Phone Stipend
  • Casual Dress
  • Team based strategic planning + Team owned deliverables


Cultural Competencies for Success:

  • Serve others before self - Service oriented mindset
  • Own the impact - Maintain and build our relationships with our teams
  • Connect genuinely - Be a proud ambassador
  • Act fast - Respond to internal team members in a timely manner
  • Include always - Work closely with team and actively welcome peers within the organization
  • Innovate for good - Help our current and prospective merchants utilize our innovative technology to help patients and customers alike
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Insurance Fraud Investigator (LOS ANGELES)
🏢 Usaa
Salary not disclosed
Los angeles, CA 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.

This position is remote eligible. However, you must currently live in California.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • Minimum High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.

  • Strong multi-line SIU experience

  •  Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Expert Consultant, CFO Excellence
Salary not disclosed

Locations: Atlanta | Austin | Boston | Brooklyn | Chicago | Dallas | Denver | Detroit | Durham | Houston | Los Angeles | Miami | Minneapolis | Nashville | New York | Philadelphia | Pittsburgh | San Diego | San Francisco | Seattle | Summit | Washington

Who We Are

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.

To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures - and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.

Practice Area

The Corporate Finance & Strategy Practice (CFS) combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value-add for BCG clients. Our team provides extensive experience in planning and implementing corporate transactions including merger & acquisition deals and divestitures. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Taking swift action in turning around and restructuring a business for long-term survival is also part of our offering.

What You'll Do

BCG is looking for an Expert Consultant to join our CFO Excellence team. Our CFOx team partners with CFOs to tackle their most pressing challenges - reimagining finance operating models for peak efficiency, unlocking the power of advanced analytics and AI, and driving transformative value across the organization. With unmatched experience across industries, our team helps finance leaders modernize systems, enhance transparency, and position their finance functions as catalysts for strategic success. Join us to shape the future of finance and make a lasting impact.

As an Expert Consultant, you will be integrated into a BCG team to leverage your deep expertise on projects that reshape finance functions. You will be given end-to-end responsibility for a workstream within a BCG project. You will work closely with clients to understand their issues, create strategies for change, and win buy-in for your recommendations, while also collaborating with colleagues on complex client issues. You will provide deep expertise and insight to clients and help build your expertise area within BCG. A majority of your time will be focused on supporting and executing case work.

The Expert Consulting Track (ECT) is vital to BCG's ability to successfully meet our clients' demand for deep expertise and advanced technical capabilities. Experts deliver next-level impact for BCG's most complex and cutting-edge client challenges. Experts focus on developing BCG's thought leadership, commercial capabilities, and intellectual property assets; and their work is essential to our delivery model. Working alongside our traditional and specialty consultants to bring the 'best of BCG' to our clients, Experts come from diverse backgrounds, with expertise often gained outside of BCG in industry, academia, or specialized consulting. Consulting work is varied and rigorous, much of it performed at our client sites. Projects can vary in length, size, and location, depending on the client's challenge. Because our clients operate all over the world, you may travel internationally.

What You'll Bring

  • 5+ years of experience in finance across topics such as finance function effectiveness, CFO advisory, FP&A, process and policy, technology, operations, organizational structure and strategy, and/or transformation .
  • Previous consulting experience is required.
  • Proven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning.
  • Experience in finance technology stacks, process optimization, and data architecture to deliver scalable and efficient solutions.
  • Strong consulting skill set with a demonstrated willingness to learn and grow.
  • Entrepreneurial, driven, and proactive mindset with a strong work ethic.
  • Collaborative working style with a proven ability to team effectively across BCG and with clients.
  • Ability to build trust and rapport with clients by deeply understanding their business and challenges.
  • Advanced degree in a related field (preferred).

Additional info

What We Offer:

At BCG, we care about our people, and offer best in class benefits to support you personally and professionally including:

  • An opportunity to work organically across disciplines and across BCG, we offer a unified and unrivaled opportunity that combines strategic thinking with hands-on applications.
  • A unique experience to work alongside a team of passionate and driven problem-solvers with a mission to deliver innovative and valuable digital solutions in a supportive environment.

For U.S. Applicants:

The base compensation for this role is $190,000 in USD.

In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below.

At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members.* That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage:

  • Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children.
  • $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs.
  • Dental coverage, including up to $5,000 (USD) in orthodontia benefits.
  • Vision insurance with coverage for both glasses and contact lenses annually.
  • Reimbursement for gym memberships and other fitness activities.
  • Fully vested retirement contributions made annually, whether you contribute or not.
  • Generous paid time off including vacation, holidays, and annual office closure between Christmas and New Years.
  • Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement.

*Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.

To learn more about our employee benefit please check our Benefits page.

Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.
BCG is an E - Verify Employer. Click here for more information on E-Verify.

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Controller
🏢 Advantex Professional Services
Salary not disclosed
Norwalk, CA 4 days ago

Controller

Location: North Orange County, CA | Fully Onsite

Compensation: $150,000–$160,000 base + bonus

 

Must hold active CPA in California

 

We are partnering with a stable, profitable manufacturing company to hire a hands-on Controller. This role works closely with a long-tenured CFO and leads all accounting operations across multiple facilities.

 

Key Responsibilities

  • Lead monthly, quarterly, and annual close in full GAAP compliance
  • Maintain strong internal controls and oversee audits and tax compliance
  • Manage manufacturing cost accounting, inventory, and variance analysis
  • Support budgeting, forecasting, and financial analysis
  • Partner with operations to improve margins and processes
  • Lead and develop an accounting team (3–5 direct reports)
  • Support ERP systems and continuous improvement initiatives

 

Required Qualifications

  • Active CPA license in California (required)
  • Bachelor’s degree in Accounting or Finance
  • Strong GAAP accounting and internal controls experience
  • Manufacturing industry background (highly preferred)
  • Proven team leadership and management experience
  • Stable job history with long-term tenure
  • ERP experience (NetSuite, SAP, Oracle, or similar)
  • Comfortable wearing many hats in a hands-on environment

 

Why This Role

  • Long-term leadership opportunity
  • Stable and profitable manufacturing environment
  • High visibility role working directly with the CFO
  • Competitive base salary, bonus, and full benefits
PandoLogic. Keywords: Financial Controller, Location: Norwalk, CA - 90651
permanent
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Inside Sales Representative
Salary not disclosed
Los Angeles, CA 5 days ago

Inside Sales Representative

Location: Hallandale, FL | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture


Drive Your Success with Big Think Capital

You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.


About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.

  • Named Top Business Lending Firm of 2024 by Financial Services Review
  • #1 Finance Broker on Trustpilot
  • Certified Great Place to Work
  • A culture of collaboration, accountability, and growth


The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.


What You’ll Do

  • Engage and convert warm inbound leads from business owners nationwide
  • Build relationships, identify funding needs, and present tailored financial solutions
  • Manage a full sales pipeline and close deals efficiently and ethically
  • Deliver consultative sales experiences that build trust and long-term relationships
  • Collaborate with leadership and peers to enhance performance and process
  • Consistently meet and exceed performance goals


What We’re Looking For

  • 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
  • Proven ability to meet or exceed sales targets in a fast-paced environment
  • Exceptional communication, negotiation, and relationship-building skills
  • Self-motivated, entrepreneurial, and goal-driven mindset
  • Team player who thrives in a collaborative, performance-driven culture
  • Familiarity with financial products or B2B sales is a plus


What You’ll Get

  • Uncapped commission — you control your income
  • Competitive base salary plus aggressive commission structure
  • Warm inbound leads and curated prospecting lists
  • Full benefits package — medical, dental, vision, PTO, 401(k), and more
  • Continuous training, mentorship, and professional development
  • Modern office environment with advanced CRM tools and sales technology
  • Clear path to advancement into senior and leadership roles


Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.


Apply today and take your career to the next level with Big Think Capital.

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MLO/Wholesale Account Executive
🏢 Royal Business Bank
Salary not disclosed
Los Angeles, CA 6 days ago

JOB SUMMARY

Responsible for business development from the wholesale channel and mortgage brokers. The Wholesale Account Executive will be responsible for the residential loan production in the western region for the State of California.


DUTIES

  • Responsible for business development from external partners and mortgage brokers (Wholesale Lending) to generate new mortgage loans.
  • Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
  • Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
  • Provide complete loan applications to processing personnel.
  • Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
  • Coordinate and review loan documentation for loan closing.
  • Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
  • Cross sell other bank products and services.
  • Provides leadership, training and support to less experienced staff members in the department.
  • Perform other duties as assigned.


QUALIFICATIONS

  • EDUCATION: College degree preferred.
  • EXPERIENCE: Minimum 3 years of experience in originating mortgage loans with a track record of business development.


SKILLS/ABILITIES

  • Extensive knowledge of mortgage loan and government lending guidelines
  • strong business development skills
  • PC proficient in Word and Excel and Encompass
  • Excellent verbal and written communication skills
  • Bilingual in Mandarin is required.


Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.


WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance


Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

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Loan Servicing Associate
🏢 Royal Business Bank
Salary not disclosed
Los Angeles, CA 1 week ago

JOB SUMMARY

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.


DUTIES

  • Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
  • Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
  • Assist customers and staff with loan-related inquiries;
  • Perform loan account maintenance;
  • Ensure compliance with all applicable government, investors, and bank regulations;
  • Perform other duties as assigned


QUALIFICATIONS

  • EDUCATION: AA degree or equivalent
  • EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus


SKILLS/ABILITES

  • Strong interpersonal and customer service skills
  • Positive attitude
  • PC proficiency in Microsoft Office
  • Detail-oriented and follow-through skills.


Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.


WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance


Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

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Director of Learning
🏢 Ernest
Salary not disclosed
Los Angeles, CA 1 week ago

Director of Learning


Purpose of the Role

The Director of Learning is responsible for defining, tracking, and implementing high-absorption learning experiences that advance Ernest’s most critical business initiatives.


Within the Learning function, this role represents the content creation segment of the alignment model. The Director translates identified business needs into well-designed learning objects and partners with stakeholders downstream to plan for execution, reinforcement, and sustained integration of learning into day-to-day behaviors.


This role reports to our SVP of Learning and provides direct leadership to the Learning Architect team, which is responsible for building learning experiences that drive real adoption and measurable behavior change.


What Success Looks Like

  • Creating clear expectations and alignment with internal clients and business leaders
  • Delivering learning initiatives on time and within defined scope
  • Leveraging the right mix of internal and external resources to execute effectively
  • Accurately forecasting development and delivery hours
  • Achieving high adoption and sustained use of learning content
  • Ensuring every learning experience follows a Beginning–Middle–End–Interconnection mindset
  • Maintaining strong stakeholder alignment throughout development

Core Responsibilities

  • Translate business needs into scalable, high-impact learning experiences
  • Manage learning projects end-to-end
  • Lead, coach, and develop the Learning Architect team
  • Serve as Editor-in-Chief for all learning materials
  • Create and execute communication strategies for learning launches
  • Track adoption, effectiveness, and continuous improvement


Required Capabilities

  • Experience editing and producing high-quality e-learning
  • Creative thinking and comfort with ambiguity
  • Learning project management and development experience
  • Strong communication and stakeholder partnership skills
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VP, Treasury Management Product Manager
Salary not disclosed
Los Angeles, CA 1 week ago

The VP, Treasury Management (TM) Product Manager serves as the strategic and operational owner of assigned Treasury Management products, providing full lifecycle leadership and direction. This role drives product strategy based on bank objectives, client needs, market insights, and innovative thinking. The position emphasizes new product development and roadmap execution while also overseeing day‑to‑day product management activities.


Responsibilities:

  • Manage FX product capabilities activities
  • Establish required processes, assess inherited risks, and develop policies, procedures and controls to mitigate risks
  • Implement and provide ongoing management and monitoring of the FX Ops and processes
  • Demonstrate deep knowledge of FX products including SPOT, derivatives (Forwards, Windows, NDFs, SWAPs, Vanilla Options), FX deposits, interbank trading, international payments, settlement processes, and risk mitigation
  • Lead day-to-day FX operations activities to meet established goals and appropriate turnaround time to meet regulatory requirements for time sensitive activities
  • Monitor productivity and proactively implement process improvements to ensure service quality, service level agreements and Operational Excellence
  • Establish and implement KRI and KPI metrics for tracking operational efficiency improvement
  • Implement processes to ensure that FX Operations complies with all federal, state, local laws and internal Bank policies
  • Perform periodic review of all processes including 3rd party vendor processing and audit of their process
  • Respond to internal and external audit requests and findings and implement remediation actions to any identified noncompliant processes or areas of concern
  • Perform all project duties as assigned by management
  • Participate and assist in new FX department initiatives involving technology, new products and improving client delivery of services
  • Perform other duties as assigned



Qualifications:

  • Bachelor’s degree in finance, Accounting, Business Administration, or Economics
  • CTP certification, preferred
  • Minimum of 5 years’ exposure to FX Operations and all FX related products
  • Advance knowledge of Foreign Exchange products and transactions and Deposit Account regulatory and compliance requirements
  • Strong FX Operations knowledge
  • Strong analytical and process improvement capabilities with accomplishment of efficiency gains/cost savings
  • Exceptional written and verbal communication skills - Ability to effectively interact with all levels of the organization including senior management
  • Excellent decision-making, problem solving and organizational skills with the ability to multi-task in a fast-paced environment
  • Ability to build effective relationships internally with multiple business units
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Regional Branch Administrator Manager
🏢 Sigma
Salary not disclosed
Vernon, California 1 week ago

POSITION SUMMARY

Responsible and accountable for the management, operation and training of the administration, warehouse and fleet function within Hispanic Brand operations including but are not limited to: petty cash, invoicing, credit, collections, customer payments, money orders, sales route settlement, inventory controls, fixed asset tracking, fleet and warehouse equipment maintenance, order documentation, maintenance of permits to comply with regulatory requirements, organization and rotation of product, physical inventories, cycle counts and safety. The Regional Administrator may function as administrator of the branch where they are based.

ESSENTIAL JOB FUNCTIONS:

  • Manage the office administrator accounts receivable responsibilities, such as collections and application of all funds, including cash, checks, ACH, and money orders. Support the office administrator to ensure proper documentation is provided and approved by sales management for all promotions, credit memos, and inventory/order returns. Assists in the conversion of customers to lockbox/ACH payments.
  • Manage and audit office administrator to ensure accounts receivable, route settlements, accounts payable, expense reimbursements, petty cash account, weekly bank reconciliations, fix assets, fleet, DOT, FMCSA, licenses, and permits to ensure they are up to Sigma standards.
  • Manage and oversee warehouse operations, including receiving, staging, picking orders, finished goods warehouse inventory reconciliations and controls, accurate inventory entries in SAP, cleanliness of the facility, proper food safety measures, and route inventory controls. Ensure department coverage during vacations and critical business periods.
  • Manage and oversee warehouse material handling equipment maintenance, rentals, replacement plans, and timely processing of invoices. Responsible for refrigerated warehouse maintenance and breakdown repairs with service providers. Responsible to maintain warehouse's temperature range of temperatures and following up with management when the threshold exceeds 40F.
  • Maintain weekly or daily communication with sales team members on current A/R status, inventory discrepancies, code dates, or other process issues. Maintain frequent communication with Talent and Culture to manage employees' topics. Provide accurate reporting of accidents or injuries to management, safety, Talent, and culture.
  • Manage KPI objectives, including but not limited to Days Sales Outstanding (DSO), Cases per Man Hour (CPMH); provide recommendations to ensure KPIs are achieved; prepare and audit internal fixed asset disposal form (D1)
  • Develop and maintain a culture with a strong focus on administrative responsibilities and controls that are independent of the Sales Department.
  • Manage and supervise processes and procedures,s and escalate any issue to management that will impact financial results, the safety of the public or company employees, the law, or company policy.
  • Manage internal and external audit requirements and findings to ensure action plans are developed, approved, and executed.
  • Train, coach, and develop team members, including the administrative and warehouse team.
  • Holds weekly meetings with direct reports and attends a weekly meeting with Director of Hispanic Brand Administration and Warehouse.
  • Regional Branch administrators that do not have office administrators in the assigned CEDI will have all Office Administrator responsibilities on top of this Job Description.
  • Other duties as assigned

MINIMUM QUALIFICATIONS:

  • High school diploma, GED or equivalent.
  • Four (4) years of progressive management and supervisory experience.
  • Four (4) years of experience in bookkeeping, Accounts Receivable, Accounts Payable, route cash settlement, inventory controls, and fleet controls.
  • Experience in SAP ERP modules Finance (FI) Controlling (CO) and Material Management (MM).
  • Advanced skills with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  • Stable job history.

License/Certifications

  • Valid Driver's License and MVR.

Preferred Qualifications

  • Bachelor's degree in accounting, business, finance, logistics or operations.
  • SAP experience in Plant Maintenance (PM) for fleet management.
  • Bilingual fluency in English and Spanish, reading, writing & speaking.

Federal Motor Carrier Administration (FMCSA) & Department of Transportation (DOT)

KNOWLEDGE, SKILLS & ABILITIES (KSA's):

  • Proficient with Microsoft office, including skills with Outlook, Word, and Excel

ENVIRONMENTAL/WORKING CONDITIONS

  • Ability to travel up to 40% of the time.

PHYSICAL REQUIREMENTS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing.
  • Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices such as the telephone.
  • While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; talk and/or hear.
  • Specific vision abilities required by this job include close vision and the ability to adjust focus.
  • The employee must occasionally lift or move office products and supplies, up to 50 pounds, stand for extended periods, and work in warehouse dry, refrigerated, and freezer conditions.
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Professional Liability Attorney
Salary not disclosed
Los Angeles, California 1 week ago

Immediate Opening – Experienced Litigation Attorney

Miller Waxler LLP is seeking a Professional Liability Attorney with experience in handling business litigation. The candidate would be joining a growing, dynamic firm of eleven attorneys that prioritize teamwork and the delivery of high-quality legal representation to the firm's clients.

Responsibilities will depend on the candidate, but will ideally include the management of a full litigation caseload and working cases from inception through resolution, including communicating with clients and providing status reports, taking and defending depositions, and participating in trials. The candidate will handle a wide array of professional liability matters, including malpractice cases and claims against attorneys, insurance agents/brokers, accountants, architects, and engineers.

The ideal candidate is a self-starter, able to multi-task, and comfortable working with litigation deadlines. Professional Liability defense, State and Federal court experience, discovery, deposition, law and motion, independent case handling and trial experience are preferred. The firm is looking for candidates with 6 or more years of California litigation experience.

Location is flexible. The firm has offices in Downtown Los Angeles and Brentwood. Hybrid and remote work are also options.

Salary will be commensurate with experience. Target hiring range is $180,000 - $225,000.

Successful candidates will have access to exceptional career development opportunities and a competitive total rewards package, including the potential to earn performance-based bonuses.

Qualifications and Skills:

  • Business litigation experience, preferably including professional liability, legal malpractice and/or accounting malpractice experience
  • J.D. from an ABA accredited law school
  • Admitted in CA
  • Superior academic credentials
  • Excellent written and oral communication skills
  • Solid foundation/experience in direct handling of all aspects of civil litigation, particularly discovery and sophisticated law and motion work
  • Experience drafting and arguing dispositive motions, responses and various other pleadings
  • Taking and defending depositions
  • Proficiency with Microsoft Office products, Adobe, WestLaw, etc.

Anticipated Duties and Responsibilities:

  • Analyze client files and evaluate complex cases with attention to detail
  • Draft pleadings and motions; including summary judgment motions in both State and Federal Courts
  • Propound and respond to written discovery
  • Prepare for and take depositions
  • Court appearances
  • Legal research
  • Manage relations with clients
  • Trial preparation
  • Participate in trials as Second Chair on appropriate cases

Please note that the stated salary range is an estimate and does not guarantee a specific offer. Actual compensation will be determined based on the candidate's experience, skills, and job-related qualifications. Base salary represents just one component of the comprehensive total rewards package offered by Miller Waxler LLP, which also includes a discretionary bonus program and a competitive benefits offering for full-time employees.

All qualified applicants will receive consideration for employment at Miller Waxler LLP without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. Miller Waxler LLP is proud to be an equal opportunity employer.

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Attorney - Mergers and Acquisitions (M&A)
Salary not disclosed
Los Angeles, California 1 week ago

A highly respected boutique law firm is seeking a mid-level Corporate / M&A Attorney to join its growing transactional practice. This firm is known for delivering sophisticated legal services typically associated with large national firms while maintaining a collaborative boutique environment. The attorneys represent companies, investors, entrepreneurs, and high-net-worth individuals in complex corporate transactions across a wide range of industries. The firm has received multiple recognitions for its exceptional workplace culture and collaborative environment, making it an attractive platform for attorneys seeking high-level work without the bureaucracy of large institutions.

Responsibilities

  • Drafting, reviewing, and revising transactional documents such as stock and asset purchase agreements, ancillary acquisition agreements, employment agreements, NDAs, limited liability company agreements, stockholder agreements, and other corporate governance documents
  • Managing and supporting mergers and acquisitions transactions from inception through closing
  • Coordinating with colleagues, clients, and opposing counsel to ensure deadlines and transaction milestones are met
  • Advising clients on corporate governance and transactional strategy
  • Working closely with partners and clients on sophisticated transactional matters

Qualifications

  • 2+ years of experience handling mergers and acquisitions transactions
  • Strong drafting and negotiation skills
  • Excellent communication and interpersonal skills with the ability to interact directly with clients
  • Ability to thrive in a fast-paced environment while managing multiple matters simultaneously
  • Positive, collaborative mindset and team-oriented approach

Salary and Other Compensation:

The annual salary for this position is between $200,000 – $350,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

  • medical insurance
  • dental insurance
  • vision insurance
  • 401(k) retirement plan
  • 10 paid holidays annually
  • generous vacation policy
  • paid sick leave
  • life insurance
  • short-term disability insurance
  • long-term disability insurance
  • AD&D insurance
  • business development budget
  • hybrid work flexibility (up to 3 days per week remote)
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Consumer Financial Services, Data & Technology Associate Attorney
Salary not disclosed
Los Angeles, California 1 week ago

The Los Angeles office of Akerman LLP seeks an Associate with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of the California State Bar.

Annual base salary: $195,000 - $250,000

(Akerman LLP is not a lock-step firm. The exact amount of salary for this position is dependent on a variety of factors). In addition to base salary, Akerman offers an annual discretionary bonus, paid time off, professional and client development allowance, medical insurance, dental insurance, vision insurance, life insurance, disability insurance, 401k Profit Sharing Plan (employee-only contribution plan), and a parking benefit.

About the Firm

Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions

  • Top 100 U.S. Law Firms (The American Lawyer)
  • Among the Most Innovative Law Firms (Financial Times)
  • Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
  • Ranked among the Top Large Law Firms for Diversity (Law360)
  • Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
  • Leadership Council on Legal Diversity, 2023 Top Performer

Equal Employment Opportunity Policy

We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.

Note to Search Firms

Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.

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Financial Services Representative – Work From Home
Salary not disclosed
Atlanta, WFH 1 week ago
Our nationwide financial services company is expanding and currently has openings for motivated individuals who are looking to grow and advance within the company.

As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.

No prior experience is required.

If selected, you will receive full training and mentorship to help you succeed.

We are looking for individuals who: • Have strong customer service skills • Are motivated and growth-oriented • Enjoy working with people and helping others • Are interested in professional and personal development This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.

1.

Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.

2.

Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.

3.

Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.

4.

Complies with all the company's risk and regulatory standards, policies, and controls.
Remote working/work at home options are available for this role.
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