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4 results for Proposal Specialist in La Jolla Amago, CA

Planning Specialist

Carlsbad, CA
onsite
Temporary to Hire
20 - 25 USD / Hourly
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-08-04T00:00:00Z

Collections Specialist

Oceanside, CA
onsite
Temporary / Contract
27 - 33 USD / Hourly
A well-established manufacturing company is seeking a Collections Specialist who can balance professionalism with persistence. You'll partner with customers and internal accounting teams to resolve outstanding balances while maintaining positive business relationships.Responsibilities<ul><li>Contact customers regarding past-due invoices</li><li>Review aging reports and prioritize collection efforts</li><li>Research payment discrepancies and resolve billing issues</li><li>Negotiate payment arrangements when appropriate</li><li>Document collection activities within the accounting system</li><li>Partner with Sales and Customer Service to resolve account concerns</li><li>Prepare weekly collection status reports</li></ul>
2026-07-27T00:00:00Z

Billing Specialist

San Diego, CA
onsite
Permanent / Full Time
55000 - 72800 USD / Yearly
We are looking for a detail-oriented Billing Specialist to join a marketing and public relations organization in San Diego, California. This role is ideal for someone who can translate client agreements and project activity into accurate invoices while maintaining strong control over accounts receivable records. The position works closely with project and finance teams to support timely billing, resolve account issues, and contribute to reliable financial reporting. Responsibilities: • Interpret client agreements, statements of work, and payment terms to ensure each invoice reflects the correct billing structure and schedule. • Create and issue client invoices using approved budgets, rate cards, and documented project activity while maintaining a high level of accuracy. • Validate billing information before submission by checking time entries, expenses, rates, and supporting documentation for completeness and consistency. • Coordinate with project managers and internal stakeholders to confirm billed amounts match completed work and contractual expectations. • Reconcile customer accounts, research discrepancies, and help resolve billing or payment issues in partnership with cross-functional teams. • Record incoming payments in the accounting system, apply cash correctly, and maintain organized documentation of billing transactions and client correspondence. • Track open receivables, review aging trends, and assist with outreach related to overdue balances. • Prepare recurring reports on invoice progress, accounts receivable status, and project-level billing performance for finance leadership. • Compare subledger activity to the general ledger, investigate variances, and support month-end and year-end close activities. • Recommend process improvements that strengthen billing accuracy, efficiency, and adherence to internal controls and client requirements.
2026-08-04T00:00:00Z

Legal Billing Specialist

La Jolla, CA
remote
Temporary to Hire
34 - 36 USD / Hourly
We are looking for a detail-oriented Legal Biller to join a legal organization in La Jolla, California in a contract capacity with permanent potential. This position supports the full billing cycle by preparing accurate invoices, coordinating electronic submissions, and addressing billing questions in a timely manner. The ideal candidate brings strong legal billing experience, sound judgment, and the ability to manage a high-volume workload while meeting client-specific requirements. Responsibilities: • Prepare, revise, and finalize prebills based on attorney direction, including tasks such as allocating charges among clients, applying retainer balances, and readying invoices for submission. • Process billable time and related charges for attorneys and paralegals in accordance with client billing instructions and firm standards. • Transmit invoices through electronic billing platforms and investigate submission rejections or technical issues until resolved. • Manage a substantial billing volume each cycle while maintaining accuracy, completeness, and timeliness. • Verify invoice details and supporting records to ensure all billing information is correct before release. • Research billing discrepancies, respond to inquiries, and provide practical solutions to resolve account-related concerns. • Apply client guidelines consistently, including requirements tied to rates, billing schedules, documentation, and cost controls. • Partner with the Billing Manager, billing team, and legal staff to address exceptions, coordinate priorities, and support billing-related projects. • Use billing software effectively, including troubleshooting system issues that affect invoice preparation or submission.
2026-07-29T00:00:00Z