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i3 Verticals, Inc.
San Diego, CA, United States
JOB TITLE: Accounting and Operations Associate DEPARTMENT: POS REPORTS TO: i3 POS Director of Finance SUPERVISORY RESPONSIBILITIES: No JOB LOCATION: San Diego, CA Office SUMMARY OF POSITION: This position is responsible for supporting the administrative needs of the company. The position will have an emphasis in accounting and be cross trained to s
Job Source: i3 Verticals, Inc.ACL Digital
San Diego, CA, United States
Duration:0-6 month(s) Description/Comment:SCOPE: Ensures the performance of a network through monitoring of traffic, performance, and network configuration. Identifies network problems and oversees resolution of issues. At higher levels, determines the strategic direction of the network system. Selects, develops, and evaluates personnel to ensure
Job Source: ACL DigitalThe Rinks Foundation
Poway, CA, United States
A great experience starts with you! The Rinks aims to provide a great experience for employees and guests alike! Join the team and become part of an industry-leading sports and entertainment organization. Once you've had a chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress i
Job Source: The Rinks FoundationSephora
San Diego, CA, United States
Job ID: 246919 Store Name/Number: CA-La Jolla Village (1402) Address: 8800 Villa La Jolla Dr, Space #8827, San Diego, CA 92037, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Flex Position Type: Regular Operations Associate It takes a lot of behind-the-scenes effort to make sure our stores have the right product
Job Source: SephoraMoney Fit by DRS
Del Mar, CA, United States
SUMMARY JMI Sports is seeking a professional sales executive to sell conceptual corporate sponsorship packages along with local radio, television, print and digital media to represent the Athletic Department of University of California at San Diego. Must have a proven ability to solve marketing problems, develop and present creative proposals t
Job Source: Money Fit by DRSCrate and Barrel
San Diego, CA, United States
We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home fu
Job Source: Crate and BarrelChandler Asset Management Inc
San Diego, CA, United States
Job DescriptionJob Description Who are we? We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We manage over $34 billion in assets and believe in the philosophy of creating value
Job Source: Chandler Asset Management IncLVMH Group
San Diego, CA, United States
Job ID: 246637 Store Name/Number: CA-Fashion Valley (0036) Address: 7007 Friars Road, Suite 314, San Diego, CA 92108, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Flex Position Type: Regular Operations Associate It takes a lot of behind-the-scenes effort to make sure our stores have the right products in the r
Job Source: LVMH GroupSan Diego, CA, United States
Are you detail-oriented and thrive in roles requiring meticulous attention and a commitment to excellence? Join us as a New Accounts Associate at IPG! This role offers the unique opportunity to support our international clientele through critical onboarding processes, ensuring a seamless introduction to our wealth management services. If youre eager to make an impactful contribution in a dynamic environment, we want you on our team.
About Us:
IPG is a premier wealth management firm dedicated to providing exceptional financial services to our predominantly High-Net worth Latin clientele residing outside the U.S. Our commitment to excellence, integrity, and personalized client service sets us apart in the industry. Joining our team means being part of a supportive and dynamic environment, where every associate plays a critical role in our mission.
Role Summary:
The New Accounts Associate is pivotal in facilitating our client's journey from the initial account opening to ongoing account maintenance. This role, which is part operations and part compliance, demands a meticulous and reliable individual who thrives in a fast-paced environment. The ideal candidate is bilingual, fluent in both English and Spanish, should be a superstar in administrative capabilities, eager to apply their skills in a new domain where detailed compliance and operational management are key. We are committed to training the right individual who can grow into this role, providing them with all the tools necessary for success.
Key Responsibilities:
Assist in the account opening process, ensuring accuracy and compliance with regulatory standards.
Distinguish between different account types and apply appropriate procedures.
Manage client onboarding, including data entry and documentation collection, within set timeframes.
Review and verify documentation for new advisory and brokerage accounts.
Serve as a primary contact for operational inquiries, providing timely and accurate assistance.
Maintain strict adherence to security protocols and regulatory compliance.
Engage in mandatory training programs to enhance expertise in relevant areas.
Required Skills and Qualifications:
? At least 2 years of proven administrative experience, with a strong ability to manage multiple tasks efficiently.
Fluent in English and Spanish, with excellent verbal and written communication skills.
Strong organizational skills, with the ability to multitask and work independently under pressure.
Proficient in Microsoft Office Suite, Adobe Pro, and client onboarding platforms.
Demonstrates a proactive approach to problem-solving and detail-oriented work ethic.
Some college education preferred; Bachelors degree a plus.
FINRA SIE Certification and FINRA Series 99 preferred or must obtain within 6 months of employment.
Benefits:
401(k) matching
Health, Dental, Vision, Life insurance
Paid time off, Sick time off
Paid Federal Holidays
1 Day - Remote Work (after 90 days)
Job Type: Full-time
Pay: $50,328.27 - $55,406.09 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Experience level:
3 years
Shift:
8 hour shift
Weekly day range:
Monday to Friday
Work setting:
In-person
Office
Ability to Commute:
San Diego, CA 92101 (Required)
Work Location: In person
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New Accounts Associate (Admin/Operations) jobs in San Diego, CA, United States
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