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.
<p>We are looking for a detail-oriented Sales Support specialist to join our client's team that is based in Chatsworth, California. In this Contract to permanent role, you will assist with various sales processes, ensuring seamless operations and excellent customer service. This is an exciting opportunity to contribute to a dynamic team and grow your career in sales support. Position is 100% remote and must be able to commit to part time schedule - Monday - Friday 9am-2pm. </p><p><strong><em>Candidates based in Nevada are highly preferred but not required. </em></strong></p><p><br></p><p>Responsibilities:</p><p>• Process and manage customer orders with accuracy and efficiency, ensuring timely entry into company databases.</p><p>• Provide support to the sales team by handling inbound and outbound sales inquiries.</p><p>• Assist in maintaining up-to-date records of sales activities and customer interactions.</p><p>• Coordinate with internal departments to ensure smooth order fulfillment and delivery.</p><p>• Address post-sales inquiries and resolve customer concerns to ensure satisfaction.</p><p>• Support inside sales efforts by preparing quotes and proposals for clients.</p><p>• Monitor and follow up on pending orders to ensure deadlines are met.</p><p>• Contribute to the optimization of sales processes by identifying areas for improvement.</p><p>• Generate reports and provide insights to the sales team for better decision-making.</p>
<p>We are looking for a part-time Accounting Assistant to join a team in Santa Barbara, California in a contract-to-permanent capacity. This position supports day-to-day financial operations by handling a range of accounting tasks with accuracy and strong attention to detail. The ideal candidate brings hands-on experience in payables, receivables, reconciliations, and bookkeeping, along with confidence in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, verify coding, and prepare timely payments to maintain accurate accounts payable records.</p><p>• Manage incoming payments, post customer transactions, and follow up on outstanding balances to support accounts receivable activity.</p><p>• Investigate discrepancies to ensure financial records remain complete and accurate.</p><p>• Enter accounting data into Xero and related systems with a high level of precision and consistency.</p><p>• Coordinate wire transfer activity and confirm transactions are properly documented and recorded.</p><p>• Assist with claims payment processing and maintain supporting records for insurance-related financial activity.</p><p>• Support collection efforts by communicating on overdue accounts and tracking payment status.</p><p>• Perform general bookkeeping duties, including maintaining organized records and assisting with routine accounting workflows.</p>
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.