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2 results for Proposal Specialist in Murrieta, 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.
- 2026-07-22T00:00:00Z
- Irvine, CA
- onsite
- Permanent / Full Time
- 125000 - 170000 USD / Yearly
- <p><strong>Stable Corporate Environment Seeks Senior Contracts Counsel $155,000 - $170,000 + Bonus</strong></p><p><br></p><p>About Firm & Position:</p><p>A corporate legal team is seeking a Contracts Manager to join its collaborative and tenured group. This organization operates on a national scale and is known for its structured yet dynamic legal department supporting complex customer-facing agreements. The Contracts Manager will work closely with internal stakeholders and report directly to senior leadership within the legal function.</p><p><br></p><p>Contracts Manager Responsibilities:</p><ul><li>Review, analyze, and negotiate a high volume of customized customer contracts, including complex commercial agreements</li><li>Serve as the primary point of contact for internal teams regarding contract terms, including data security, compliance, and risk allocation</li><li>Address initial inquiries related to contract distribution, obligations, and execution processes</li><li>Draft and revise contract language with a focus on Data Protection Addendums and evolving AI-related provisions</li></ul><p>Hours:</p><ul><li>Salaried position</li><li>Primarily remote; quarterly in-person trainings/meetings (2 consecutive days in Orange County, CA--expenses covered) + 1 day/month in Irvine = 3 days total/month onsite!</li></ul><p>Perks:</p><ul><li>Highly stable company with strong internal infrastructure</li><li>We have placed multiple corporate legal team members with this team who remain long-term and value the professional, tenured environment</li><li>Substantive, non-template work — no “contract mill” environment</li><li>Exposure to sophisticated agreements, including emerging AI and data privacy terms</li><li>Collaborative and low-turnover legal team</li></ul><p>Salary:</p><ul><li>$155,000 - $170,000<strong> </strong>base salary (DOE) + 10-15% year-end bonus</li></ul><p>Benefits:</p><ul><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) plan</li></ul>
- 2026-07-24T00:00:00Z