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3 results for Proposal Specialist in Livermore, CA
- Sunnyvale, CA
- onsite
- Temporary to Hire
- 26.9135 - 31.163 USD / Hourly
- We are looking for an Account Specialist to join a financial services team in Sunnyvale, California on a contract basis with the potential for a permanent position. This position is well suited for someone who has supported customer accounts in a banking, credit union, or related financial environment and is comfortable managing sensitive financial records with accuracy. The role focuses on deposit-related account support, transactional processing, and document handling while maintaining strong adherence to established policies and compliance standards.<br><br>Responsibilities:<br>• Manage daily account service activities, including updates to customer profiles, maintenance requests, and support for deposit-related products.<br>• Process and review transactions involving IRAs, CDs, wire activity, and other banking services with close attention to accuracy and timeliness.<br>• Maintain organized financial documentation and verify that records meet internal controls and regulatory expectations.<br>• Support account operations by resolving service issues, researching discrepancies, and coordinating follow-up on outstanding items.<br>• Perform account balancing and reconciliation tasks to help ensure transaction integrity and accurate customer records.<br>• Assist with billing, receivable, payable, and related accounting support functions as needed within the scope of the role.<br>• Apply credit union or banking policies consistently when handling account requests, transactions, and documentation.<br>• Partner with internal teams to provide efficient service across deposit operations, personal banking support, and account administration.
- 2026-10-22T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 35 - 50 USD / Hourly
- <p><strong>Help Shape the Employee Experience.</strong></p><p><br></p><p>We're looking for a proactive, hospitality-minded <strong>Workplace Specialist</strong> to help create an exceptional office experience in a fast-growing startup. This role is perfect for someone who enjoys wearing multiple hats, solving problems, and building a workplace where employees feel supported, engaged, and excited to come to work.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Own day-to-day workplace operations and ensure the office runs smoothly</li><li>Deliver a best-in-class employee and guest experience</li><li>Coordinate office logistics, conference rooms, vendors, and workplace services</li><li>Manage office inventory, supplies, food and beverage programs, and deliveries</li><li>Support onboarding, employee events, team gatherings, and culture initiatives</li><li>Partner with facilities, IT, and cross-functional teams on workplace projects</li><li>Identify opportunities to improve processes and enhance the employee experience</li></ul><p><br></p>
- 2026-10-16T00:00:00Z
- Mountain View, CA
- onsite
- Temporary / Contract
- 35 - 45 USD / Hourly
- <p><strong>Create an Exceptional Employee Experience.</strong></p><p>We're seeking a proactive and service-oriented <strong>Workplace Specialist</strong> to help deliver a seamless, welcoming, and productive workplace experience for employees and guests. This role partners across facilities, office operations, and employee experience to ensure the office runs smoothly day-to-day.</p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily workplace and office operations</li><li>Serve as a point of contact for employee and guest requests</li><li>Coordinate conference rooms, office logistics, and workplace services</li><li>Manage vendors, supplies, mail, and office inventory</li><li>Support employee events, meetings, and engagement initiatives</li><li>Conduct office walkthroughs to maintain a clean, organized, and welcoming environment</li></ul><p><br></p>
- 2026-10-16T00:00:00Z