Administrative Assistant, Finance Salary at Bennett & Bennett BETA

**TRUST OFFICER II CUSTODY & RETIREMENT SERVICES** **WHAT IS THE OPPORTUNITY?** This position is responsible for the administration of custody, business escrow, defined benefit and defined contribution plans, ESOPs, other employee benefit trust, agency and custodial accounts using third party record keepers and Individual Retirement Accounts (IRA's) where CNB is acting as Trustee, Trustee and Investment Manager, Directed Trustee or custodian. This position ensures that the administration of the trust is in accordance with the trust document and applicable laws where CNB acts as Trustee. Achieves compliance with Bank policies and procedures as well as regulatory requirements. Interfaces with colleagues, clients, third-party administrators and outside investment management firms regarding accounts. **What you will do** + Administer Custody, Business Escrow, defined benefit and defined contributions plans, ESOPS and other employee benefit trusts for account opening, periodic account admin

Job Description Job Description Accounting Clerk Summary: Under the supervision of the Controller/Accounting Administrator, the Accounting Clerk is responsible for maintaining the general ledger, maintaining financial records and reports, performing account reconciliations, assisting with budget and close processes, conducting internal audits, maintaining documentation, and responding to information requests by management and for auditing purposes. This position is responsible for ensuring compliance with various accounting principles and regulations to include, but not limited to: Generally Accepted Accounting Principles (GAAP), Office of Management (OMB) cost principles, and the Code of Federal Regulations (CFR). Salary: $20.00 - $22.00 per hour (Non-Exempt) Essential Duties: Provide accounting and clerical support to the accounting department. Record Accounts Payable invoices in MIP accounting system. Prepare bank deposits as needed. Reconcile daily cash transactions to bank activit

GoSaaS is an Oracle partner specializing in the implementation of Oracle Fusion Cloud solutions. We are headquartered in the USA with additional offices in Canada and Malaysia as well as a strong presence in South Asia. Our consistent ranking among the USA's fastest-growing companies and Fortune 5000 recognition for three consecutive years attest to our commitment to innovation and customer satisfaction. We specialize in configurations of Oracle based SCM, ERP, PLM and HCM for medium to large enterprises in the life sciences, semiconductor, and high-tech manufacturing industries. Job Title: Administrative Assistant Location: Irvine, CA (On-Site) GoSaaS is seeking a proactive and detail-oriented Administrative Assistant with 3-5 years of experience to join our dynamic team. This role provides essential support across various departments-including HR, Marketing, Legal, and Finance-to ensure seamless operations and effective coordination. If you thrive in a fast-paced environment and enjo

Benefits: 401(k) Opportunity for advancement Paid time off WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE We partner with National & International prime contractors to provide them with qualified talent they can trust. We accomplish this by sourcing & vetting high level career seeking candidates in the industry and match them with our partners current open roles. Our objective is to help our general contractor partners build out project teams for high level infrastructure projects across the US. We aspire to partner with candidates who are eager to learn, grow, and progress in their career path while deepening their knowledge in their given field. We deeply value our partnerships and place great emphasis on maintaining strong relationships and long term hires.This is reflective in our competitive offerings to our hires including: Ongoing HR support Competitive benefits packages including- Health, Dental, Vision & Life insurance Our very own JLM Rewards incentive program THE ID

Job Description: We are seeking a highly organized and proactive part-time Administrative Assistant/ Personal Assistant to join our company to provide support in the day-to-day operations of our recruitment agency and individual assistance to the President of the company. You will be responsible for overseeing various office functions and facilitating effective communication both within the company and with external stakeholders. Your organizational skills, attention to detail, and ability to multitask will be essential in maintaining efficient operations and supporting the success of our various business ventures. This is ideal for someone in the Encinitas area seeking part-time employment with flexible hours. This person can typically make their own hours. We need about 3 to 5 hours a day. Ideal for someone with kids they need to drop off and pick up. Responsibilities Might Include: Calendar & Schedule Management: Coordinate and prioritize the President’s calendar, scheduling meeting

Job Description Job Description Administrative Assistant CPA FIRM has an immediate opening for an energetic, tech-savvy, and exceptional Administrative Assistant to join our CPA and wealth management firm. Our Administrative Assistant has several important functions in our firm. The effective Admin Assistant will combine comprehensive experience, skills, and knowledge in organizational policies and procedures of a financial services business and work closely with the lead financial administration person. Responsibilities: Develop an understanding of the firm's services. Review the firm's workflow and develop knowledge of the systems so that he/she can perform the process efficiently and effectively. Act as a liaison between team members to facilitate productive workflow and meet our objectives collaboratively. Understand the project and client management process and ensure compliance with time. Provide superior customer service and build relationships with our clients Understand and ut

Job Description Job Description Who We Are Looking For: As a smaller company with a lean office team, we thrive in a fast-paced environment. We're seeking someone who is adaptable, eager to learn, and willing to wear multiple hats as needed to support the business. If you're a proactive problem-solver who enjoys a dynamic, fast-paced workplace, we encourage you to apply. Position Summary: As our Office Manager, you'll become part of the central hub for our in-office operations and field team, ensuring smooth communication and efficient processes. You'll assist with financial transactions within QuickBooks Online and provide admin management to keep our daily operations running smoothly. Key Responsibilities: Financial Administration: Process transactions in QuickBooks Online, including invoices, payments, purchase orders, and accounts receivable/payable. Communication & Collaboration: Act as a liaison between the office and field teams, facilitating information flow and addressing any

About D.M. Brenner, Inc. is a Registered Investment Advisor located in Solana Beach, California that provides comprehensive financial planning for families, small businesses, and professional practices. We work closely with our clients’ tax and legal advisors to ensure an integrated approach to planning their financial future. Visit www.dmbrenner.com for more information. Position Summary The Paraplanner is primarily responsible for the financial planning process and providing the lead advisor with support. Additional responsibilities may include but are not limited to developing and improving systems to ensure team members are operating effectively and efficiently, preparing, and implementing client planning objectives as well as monitoring the plans. The firm has a reputation for thorough, attentive, and personal service to each client. We pride ourselves on providing excellent financial planning advice and services. The firm maintains high professional standards in a relaxed, small