We are looking for a detail-oriented and adaptable Sales/Partner Development Assistant to join our team in Carpinteria, California. In this contract role, you will play a pivotal part in supporting recruitment operations and partner development efforts through event coordination, system management, and collaborative teamwork. If you excel in organization and enjoy blending administrative tasks with strategic execution, this position offers an excellent opportunity to contribute to a dynamic environment.<br><br>Responsibilities:<br>• Coordinate and manage recruitment events, webinars, and seminars, ensuring smooth execution and engagement.<br>• Maintain and update organizational systems, pipelines, and reporting tools to support recruitment and partner development.<br>• Assist in onboarding processes for advisors, ensuring a seamless transition.<br>• Conduct LinkedIn prospecting and provide sales support to identify and connect with potential partners.<br>• Collaborate with cross-functional teams, including marketing and transitions, to align efforts and achieve goals.<br>• Manage administrative office tasks, such as ordering and maintaining supplies, and performing receptionist duties.<br>• Oversee accounts payable functions and ensure accurate financial tracking.<br>• Utilize Salesforce for integration tasks and implementations to streamline workflows.<br>• Leverage AI tools, such as ChatGPT, to enhance efficiency and productivity in daily operations.<br>• Provide general office management support to ensure a well-organized and functional workspace.
We are looking for a detail-oriented Accounting Assistant to join our team in Santa Barbara, California. This long-term contract role is perfect for someone with a strong foundation in accounting principles and an aptitude for managing financial transactions. You will play a key role in supporting our accounting operations and ensuring the accuracy of financial records.<br><br>Responsibilities:<br>• Process and manage accounts payable (AP) and accounts receivable (AR) transactions with precision.<br>• Perform bank reconciliations to ensure accurate financial reporting and resolve discrepancies.<br>• Utilize QuickBooks to maintain and update financial records consistently.<br>• Code invoices and verify their accuracy before processing payments.<br>• Assist in preparing financial reports and summaries as needed.<br>• Support month-end and year-end financial closing processes.<br>• Communicate effectively with vendors and internal teams to address and resolve billing issues.<br>• Maintain organized records of all financial documents and transactions.<br>• Ensure compliance with company policies and accounting regulations.