Jobs | NOVA Job Board

$37.72 - $44.31 hourly

City of Sunnyvale Sunnyvale, CA, USA

The current opening supports the City’s business license tax program in the Finance Department. Job responsibilities include data entry, calculation of tax, penalties and interest in accordance with the Municipal Code, maintenance of the business license database, posting daily cash receipts, creating journal vouchers, reviewing account adjustments, account reconciliation, and researching and resolving discrepancies. This position will be responsible for the City’s business tax audit program, and the ideal candidate will possess strong data analysis and customer service skills. This position is very fast paced, and requires a high level of interaction with other departments and external customers. Excellent verbal and written customer service skills are required. A high level of attention to detail is imperative for success in this position. Under general direction, performs complex clerical duties related to major or specialized areas such as accounting, reconciliation, billing, auditing, and/or collections support functions; performs tasks related to the day-to-day operations of the assigned area including verifying and coding financial data, processing and tracking data, and answering questions; and performs related work as required. Requires: Graduation from high school or tested equivalent; AND Three years of progressively responsible technical accounting support experience, with at least two years specific to assigned functional area, including automated financial systems. If you are interested in this opportunity, please submit a City of Sunnyvale employment application and responses to the supplemental questions to the Department of Human Resources no later than 5:00 p.m. on Monday, January 6, 2020 (postmarks or faxes are not accepted). If interested in this position, you should apply as soon as possible as only the first 100 qualified and complete applications will be considered. The City of Sunnyvale provides an excellent benefits package. A complete application consists of a City application and responses to the supplemental questionnaire. The position opens Monday, December 9, 2019 and final filing date is Monday, January 6, 2020 at 5:00 pm . For complete information regarding this current opportunity, please visit: Sunnyvale.ca.gov and click on JOBS. Salary $37.7195 - $44.3117 Hourly When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.

Jan 06, 2020

Full time

Paraplanner & Licensed Assistant

$45,000 - $60,000 yearly

Solutions Wealth Management San Jose, CA, USA

Paraplanner & Licensed Assistant This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and transition to an advisor role. Ideal candidate would have a college degree in finance/ accounting and experience working in professional environment. Securities license is preferred but not required. It is advisable to include one paragraph cover letter why you would like to work with us. Requirements for consideration for the Paraplanner role are: Bachelor's degree from an accredited college or university CFP coursework is a plus Able to pass FINRA Background Series 7/65 license or coursework toward it is preferred Qualifications Knowledge in financial field Ability to multitask and stay focused Dedication to detail and accuracy, strong organizational skills Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself Experience: Client service at a financial industry supporting financial advisor for at least 2 years is preferred or recently graduate from a financial planning program. Primary Duties and Responsibilities Financial planning - create reports, data entry into Emoney financial planning system and run scenarios QuickBooks – enter and reconcile accounts, Research financial solutions, stock option analysis, NUA analysis, insurance needs, and any other financial analysis needed for pre-meeting support for Financial Planners Portfolio Administration - Trade processing: placing and confirming trades, rebalancing accounts and updating proprietary investment models Administrative - Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process Financial planning - create reports, data entry into Emoney financial planning system Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives Proficiency in the use of computer programs: RedTail, a client relationship management (CRM) system ClientWorks – LPL Financial platform is a desired skill “Emoney Advisor” financial planning software Microsoft Office Suite (Word, Outlook, Excel, PPT) QuickBooks When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.

Dec 23, 2019

Full time

2 jobs found

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