7 jobs found

The Client Service Administrator Excellent dynamic position serving as administrative and operational support to a Financial Advisor. This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment.  It is advisable to include one paragraph cover letter why you would like to work with us.   Primary Duties and Responsibilities Administrative - answer the telephone, make out bound service calls to clients 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   Compliance – follow compliance requirements and maintain complaint office QuickBooks – enter and reconcile accounts   Qualifications Knowledge, Skills and Abilities: AA degree or higher, College degree is preferred. Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects Excellent command of English to be able to speak, read, and write fluently Excellent administrative, time management, and organizational skills 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 “Client comes first” attitude and strong interpersonal skills     Experience:  Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform. Proficiency in the use of computer programs:                                                                                                                 RedTail, a client relationship management (CRM) system “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.    

Travel and Expense Analyst We are SCITON —Our culture and company strength stems from our diverse collection of talented and motivated employees. One word that best describes Sciton is ‘family’ because we treat each member of our team like family. We give our employees the support, recognition, and room to grow their careers on our campus. We empower them to use their creative genius. In fact, we incentivize their innovation. We look for lifelong learners, problem solvers, and individuals who excel in a challenging, team-oriented environment. We hire individuals who want to retire with us. How do you feel about that? Are we the right Pre-IPO company for you? Specifics Duties and Responsibilities: Administer Company Expense Reimbursement Guidelines for all employees Provide expertise and training to employees on features and functions of the Abacus system, promoting a positive experience Monitor travel reimbursement requests for all employees, ensuring that requests are in compliance with Company Guidelines Manage and resolve employee inquiries on expense report payment policies, procedures and practices in a timely manner Serve as the Company’s Administrator of the Abacus system Maintain and routinely monitoring the quality and integrity the Abacus system Serve as the Company’s Administrator of auto allowance reimbursement Serve as the Company’s Administrator of Enterprise Auto Lease program Assist with drafting new procedures for the company, and continue to add value by making suggestions in the overall T&E process for improvements Assist with fraud or expense audits/investigations Provide Leadership with reporting on expenses Work with VP of Finance to identify and recommend opportunities to continue to drive operating costs down Assist Accounting/Finance and HR Departments with administrative and reporting requests Minimum Qualifications : Bachelor’s Degree and minimum 4 years of prior relevant experience. Graduate Degree and a minimum of 2 years of prior related experience in Accounts Payable, Travel Reimbursement or General Accounting If interested, please email resume to jobs(at)sciton.com. Sciton provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status (including pregnancy, childbirth, or related medical conditions), protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.    

Job Description County of Santa Clara Class Title:  Financial Analyst II – EH Type: Temporary (6 months) Under direction, to perform moderately complex financial analysis and conduct studies that requires the integration of multi-disciplinary principles (accounting, auditing, finance, marketing, business law, computer science, and information system management). Typical Tasks Plans, organizes and directs the work of an assigned project or program; Conducts a variety of moderately complex financial, analytical, cost and feasibility studies; Prepares and presents a variety of budgetary, informational and statistical reports and makes recommendations in written, graphic and oral presentations; Develops and prepares revenue and expenditure projections for one or multiple budgets; compiles figures, prepares justifications and participates in the annual budget development process; Performs variance analysis; identifies financial program issues, determines appropriate action and makes recommendations for problem resolution; assists in the implementation of program enhancements and improvements; Responds to a variety of information requests from both inside and outside the agency; Assists in the development of strategic initiatives to improve and enhance performance and services; Coordinates with other departments, outside vendors and service providers to achieve financial program goals; Provides financial management for individuals and contractors that include external payroll services; Prepares documents that include financial and income statements, balance sheets, and statements of cash flow; Develops and participates in cost allocations, and indirect cost rate proposals; Prepares and analyzes contract payment reconciliations based on cost reports and payment documentation; Prepares and presents cost reports, coordinates audits, cost reimbursement settlement claims for government payers and agencies and responds to related requests for information from auditors; Defines financial reporting and information needs and coordinates any systems modifications with Information Services; Negotiates and monitors financial contracts with outside service providers and business partners; Analyzes and interprets existing, new and proposed legislation for cost and program impacts; Administers numerous receivable and payable funds; Uses a variety of information applications and databases to develop schedules and special reports; May train and provide technical assistance to lower level staff; May be assigned as a Disaster Service Worker, as required; Performs other duties as assigned. Employment Standards Sufficient education and experience which directly demonstrates the possession and application of the following knowledge and abilities: Experience Note:  The knowledge and abilities listed below are acquired through possession of a Bachelor's Degree in Accounting, Finance, Business Administration, or a closely related field -AND- Three (3) years of increasingly responsible professional level financial analysis experience. Work experience should include analyzing, evaluating and making recommendations onvarious financial programs and services and conducting a variety of analytical studies and surveys. -OR- Possession of a Bachelor's Degree in any field, of which the equivalent of fifteen (15)semester units are in finance-related courses -AND- Five (5) years of professional level financial analysis experience as specified above. -OR- Completion of sixty (60)semester or ninety (90) quarter college units, of which the equivalent of fifteen (15) semester units are in finance-related courses -AND- Seven (7) years of professional level financial analytical experience as specified above. A Master's Degree may substitute for up to one (1) year of the required experience. Some positions may require possession of a valid California driver's license prior to appointment and the ability to qualify and maintain a County Driver's Permit. Knowledge of: Local government financial and fiscal procedures and systems; Principles and practices of financial management, including both expense and reimbursement requirements; Methods of report preparation, writing and presentation; Statistical research and analysis techniques and procedures; Principles and practices of training; Local, state and federal regulatory requirements; Personal computers, common office applications and financial and database software; Contracts and negotiation skills; General accounting principles and procedures; Project management and reporting requirements. Ability to: Formulate, gather, analyze and present complex financial, informational and statistical data; Analyze information and reach valid conclusions; Analyze policies and procedures and make recommendations to management; Develop financial program enhancement recommendations based on revenue and cost analysis; Prepare and present clear and concise reports; Maintain cooperative working relationships with departmental personnel, other county departments and the general public; Represent the department on assigned committees and with outside agencies; Utilize computers and advanced computer software to analyze information; Make recommendations for program and procedural modifications based on financial performance, regulatory and or legislative changes; Train and provide technical assistance; Communicate clearly and effectively with members of the public and agency staff at various levels of authority.     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.    

The Payroll Specialist prepares and processes the US, semi-monthly Payroll for exempt and non-exempt employees following APA guidelines.  Additional duties may include Accounts Receivable, Accounts Payable and Credit and Collections. This position works closely with Human Resources in regards to compensation, benefits and Leaves of Absences.   Essential Duties and Responsibilities:   Payroll Prepare and process semi-monthly full cycle US exempt and non-exempt payroll using ADP Workforce Now 2.0 software; including but not limited to, garnishments (set-up to termination), New Hires (set-up) benefits, weighted average, taxes and off-cycle requests while ensuring compliance with Federal, State and local regulations Portal Administration, update ADP Workforce Now, re-set passwords, set up and maintain user rights on system Ensure the accuracy of payroll, including but not limited to: base pay, commissions, payroll taxes, employee changes, weighted averages, new hire set up, 401K, medical, garnishments, Section 125 and other deductions Establish/maintain employee records; ensure employee changes are entered correctly and made on a timely basis; review changes for proper authorization and adherence to APA guideline including compliance with federal/state/local regulations Monitor the administration of the electronic timekeeping system. Setup each employee, validate employee's charges, and adherence to FLSA; monitor submissions of approved timesheets, ensure valid data content to/from payroll service Partner with Human Resources on all matters involving employees compensation, benefits and disability payments. Understand proper taxation of employer paid benefits, including 401(k) contributions and funding Create PR Journal entries with G/L infolink, prepare and enter monthly P/R journal into G/L. Set up and maintain Section 125 Flex Spending accounts and reporting with 3rd party vendor Prepare and monthly/yearly sales commission. Provide payroll information by answering questions and requests. Resolve payroll discrepancies by collecting and analyzing information Maintain GL mapping table of pay codes and deduction codes Create payroll related reports Prepare and audit Workers Comp. report Maintain employee confidence and protect payroll operations by keeping information confidential Perform other duties as necessary  Accounts Receivable/ Credit and Collections Qualify distributors and customers, establish credit lines based on Dunn & Bradstreet credit sources and financial statements Invoice International and Domestic sales for product and allergy testing services in Microsoft AX Approve daily sales orders for shipment Monitor customer account details for non-payments, delayed payments and other irregularities, place holds on accounts beyond terms Prepare bank deposits and process credit card payments and post to accounts Investigate and resolve customer queries and process adjustments Prepare Monthly Sales Reports to reconcile to G/L and other billing software Prepare Monthly commission reports for the Sales group  Sales Tax Reporting Set up and maintain sales tax for direct customers in Account Receivable. Prepare monthly/quarterly sales taxes and reconcile the sales tax accounts.   Position Requirements (Knowledge, skills and abilities required to perform satisfactorily in the position): Working knowledge of ADP Workforce Now 2.0 software Working knowledge of APA principles including compliance with federal/state/local regulations Working knowledge of Microsoft AX Dynamics (preferred) and Microsoft Office (Word, Excel, Outlook) Working knowledge of FLSA and proper taxation of employer paid benefits, including 401(k) contributions and funding Ability to read, write and communicate in English Ability to meet timelines, accurately process payroll, prioritize responsibilities and self-check own work Detail oriented, problem solving and critical thinking skills   Education and Experience: ・BA degree in Accounting (preferred) or Certified Payroll Professional (CPP) ・A minimum of two (2) recent years of working experience in processing payroll with ADP Workforce Now.   Supervisory Responsibility: This position has no supervisory responsibilities.   Work Environment: This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax   Physical Demands: ・Long periods of sitting (continuously up to 2 hours at a time and up to 7.5 hours total in a day) ・Frequent use of hands (mouse, keyboard, writing) up to 2 hours at a time and up to 7.5 hours total in a day ・Frequent viewing of computer screen up to 2 hours at a time and up to 7.5 hours total in a day ・Ability to lift files, open filing cabinets and bend or stand on a stool as necessary   Position type and expected hours of work: Full-time.    Travel Demands: None   Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.   Affirmative action plan/equal employer opportunity (AAP/EEO) statement: Hitachi Chemical Diagnostics, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Hitachi Chemical Diagnostics, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.   Disclaimer The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Hitachi management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. 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.