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3 results for Proposal Specialist in Laguna Niguel, CA
- 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.<br><br>Responsibilities:<br>• Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings.<br>• Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information.<br>• Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers.<br>• Update and manage activities, tasks, and workflows using CRM systems, such as Redtail.<br>• Assist clients with policy modifications, account updates, and follow-through on administrative tasks.<br>• Compile planning materials into high-quality, client-ready packages for advisor review and presentation.<br>• Ensure the confidentiality, accuracy, and quality of all financial documents and processes.<br>• Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges.<br>• Collaborate effectively with team members to ensure seamless communication and workflow.
- 2026-07-29T00:00:00Z
- Los Angeles, CA
- onsite
- Temporary / Contract
- 25 - 40 USD / Hourly
- <p>Robert Half is seeking a detail-oriented <strong>Grant Specialist</strong> to support organizations in the pursuit and management of grant funding opportunities. The ideal candidate will have strong research, writing, organizational, and communication skills, with prior experience in grant application processes, compliance, and reporting. This role is perfect for someone who thrives in a team environment and is passionate about bringing funding resources to life. If you combine dynamic communication skills with a positive attitude, then you may thrive in this position. If this sounds like you, please call our office 213.629.4602.</p><p> </p><p><strong>Key Responsibilities</strong>:</p><p> </p><ul><li>Research and identify grant funding opportunities that align with organizational objectives. </li><li>Assist in preparing detailed and persuasive grant proposals, budgets, and application packages. </li><li>Track and monitor grant applications to ensure timely submission and compliance with funding agency requirements. </li><li>Collaborate with internal departments (such as finance, program management, and leadership) to prepare accurate budgets and narratives. </li><li>Maintain detailed records of grant-related activities, deadlines, and obligations. </li><li>Support post-award administration, including grant reporting, financial tracking, and amendments. </li><li>Develop strategies to enhance grant acquisition and improve efficiency in the application process. </li><li>Provide training to staff on regulations and compliance requirements for grant administration.</li></ul><p> </p><p><br></p>
- 2026-07-20T00:00:00Z
- Oceanside, CA
- onsite
- Temporary / Contract
- 27 - 33 USD / Hourly
- <p>A well-established manufacturing company is seeking a <strong>Collections Specialist</strong> who can balance professionalism with persistence. You'll partner with customers and internal accounting teams to resolve outstanding balances while maintaining positive business relationships.</p><p><strong>Responsibilities</strong></p><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