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2 results for Proposal Specialist in San Diego, 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
- Oceanside, CA
- onsite
- Temporary / Contract
- 24 - 30 USD / Hourly
- <p>Robert Half is partnering with a well-established North County San Diego company seeking an experienced Billing Specialist to support its growing accounting operations. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with customers and internal stakeholders, and takes pride in ensuring billing accuracy. The organization offers a positive team culture, stable leadership, and opportunities for advancement within the accounting and finance department.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and process customer invoices</li><li>Review billing documentation for completeness and accuracy</li><li>Research and resolve billing discrepancies</li><li>Communicate with customers regarding invoice questions</li><li>Maintain billing records and supporting documentation</li><li>Assist with accounts receivable collections activities</li><li>Process billing adjustments and credit memos</li><li>Reconcile customer accounts</li><li>Generate billing reports for management review</li><li>Support month-end close related billing activities</li></ul>
- 2026-07-08T00:00:00Z