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2 results for Auditassurance Services Associate in Ventura, CA

Client Services Associate

Santa Barbara, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service experience by coordinating account activity, handling inquiries with care, and partnering with advisors to deliver responsive, high-quality assistance. This position is well suited to someone who communicates clearly, stays organized under changing priorities, and brings a strong client-first mindset to wealth management support. Responsibilities: • Respond to client questions and requests with accurate information, thoughtful follow-up, and a high standard of service. • Support the new client setup process by gathering required information, preparing documentation, and helping ensure a smooth onboarding experience. • Process and review account-related activity such as deposits, withdrawals, required minimum distributions, wire transfers, and other funds movement requests. • Work closely with advisors and internal partners to resolve service matters efficiently and improve the overall client experience. • Maintain accurate client records by updating documentation, entering data carefully, and confirming that files remain complete and current. • Monitor accounts, agreements, and related paperwork to help ensure transactions and documentation align with applicable requirements. • Build working knowledge of firm offerings and wealth management services in order to provide informed support to clients. • Contribute ideas that strengthen service delivery, streamline client interactions, and support long-term relationship management.
2026-06-16T00:00:00Z

Accounting Assistant

Santa Barbara, CA
onsite
Temporary / Contract
19.7885 - 22.913 USD / Hourly
We are looking for an Accounting Assistant to support day-to-day financial operations for a Contract position based in Santa Barbara, California. This role is well suited to someone who is organized, detail-oriented, and comfortable handling both payables and receivables in a fast-paced environment. The ideal candidate will help maintain accurate financial records, process transactions efficiently, and contribute to smooth accounting workflows using Workday and Excel. Responsibilities:• Process vendor invoices, verify supporting documentation, and prepare items for approval before payment is issued.• Perform bank and account reconciliations to ensure financial records remain accurate and up to date.• Enter and code invoices correctly within the accounting system while maintaining organized documentation for audit readiness.• Review employee expense submissions for accuracy, completeness, and policy compliance before reimbursement processing.• Use Excel to record reconciliations, financial activity, update reports, and assist with routine accounting analysis.• Support month-end accounting tasks by identifying discrepancies, researching variances, and helping resolve issues promptly.
2026-06-15T00:00:00Z