Customer Service Representative – No Experience Needed! (San Francisco)

Aloha! We are currently looking for an enthusiastic individual who is detailed oriented, works well under pressure and responds promptly to deadlines. If you feel that you have what it takes to be on a great team, then Hele mai, come and apply! Hiring immediately! Duties • Must have knowledge of general accounting and clerical functions to support Supervisor. • Maintaining the accounts receivables/payables. • Responsible for Front Desk income, bank audit and various Income/cash payments. • Post and process owner payments. • Prepare journals entries for owner’s daily cash receipts, miscellaneous income, etc. as transactions occur. • Assist with closing the periodic and annual financial statements by preparing journal entries and reconciliation schedules. • Assist Supervisor with various Accounting Duties. Qualities • Strong attention to detail. • Organized and efficient. • Must be able to prioritize work under pressure. • Must be responsive to deadlines. • Must have knowledge of Microsoft Excel & Word. • Must be able to remain focused and productive in a high-activity setting. • Strong customer service, interpersonal and communication skills. What We Offer: • Medical, Drug, Dental, Vision, 401K, Life Insurance, Employee discount, paid vacation, sick leave, personal leave. • Opportunities for training and professional growth. • Supportive and collaborative work environment. Education/Training: High school diploma required, college degree preferred. Experience: 1-2 Years previous Accounting experience required. Please include a copy of your updated resume or you may also apply in person: The Imperial Hawaii Resort 205 Lewers Street Honolulu, HI 96815 Attn: Human Resources, 2nd Flr Mon-Fri, 8am- 3pm Note: This position description is a summary of essential job functions, responsibilities and qualifications. These essential job functions and responsibilities are not to be considered as detailed descriptions of all duties and responsibilities required by the incumbent to maintain a satisfactory level of work performance. These designations of essential functions are subject to change as needs dictate.

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Team. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our Wealth Management team. This is an in-office role based out of our Eden Prairie Headquarters, with some flexibility to work from home. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Key Responsibilities: Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients. Prepare documents for client meetings. Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members. Execute set-up and transfer of funds for new investment accounts Assist with client account administration functions. Responsible for accurately handling all aspects of client account opening and maintenance. Work directly with custodians to resolve client account issues. Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work. Requirements College Degree Experience working in a client or customer service role Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate  Effective use of technology/software    Flexible to changing circumstances and client needs  Desire to provide concierge quality customer service   Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality. Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset. The salary range is $56,000-$82,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.  Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.  Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits Flexible Working Hours Paid Holidays, PTO, Personal Time Remote & Hybrid Work Arrangements Mentorship Programs Training & Development Programs Extensive Benefits Offerings Open Doors at All Levels Employee Appreciation Activities

Liquid Waste Hauling Company seeking accounts payable clerk. Must be able: Utilize Quickbooks online Knowledge Microsoft Office (Word/Excel) Data entry Monthly reports Reconciliation Some book keeping skills Medical, Dental, Vision, Drug Holiday pay PTO 401k Part time but looking to convert to full time in the future Starting $22 per hour Tuesday, Thursday, Fridays. 20 hours per week. We are located in Kapolei Position is part time but looking to convert to full time. Reply with resume (Mandatory)

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Dallas, TX to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Bookkeeper (On-Site + partial remote) Location: Kunia, Hawaii Schedule: On-site, 3 days per week Employment Type: Part-Time with potential for full time About the Role We’re looking for a dependable and detail-oriented Bookkeeper to manage the financial side of our business. This role is ideal for someone who thrives in a small business setting, enjoys working independently, and is highly proficient in QuickBooks. You’ll be responsible for maintaining accurate financial records, supporting payroll and tax processes, and ensuring our books are always audit-ready. Key Responsibilities • Manage all day-to-day bookkeeping tasks using QuickBooks • Record and categorize financial transactions • Reconcile bank and credit card statements • Process accounts payable and receivable • Track expenses and maintain organized financial records • Prepare monthly, quarterly, and annual financial reports • Assist with budgeting and forecasting • Support payroll processing and ensure timely payments • Prepare documentation for tax filings and liaise with external accountants • Maintain compliance with local, state, and federal financial regulations • Monitor cash flow and alert management to any discrepancies • Collaborate with management to improve financial processes and reporting Requirements • Proven experience as a bookkeeper or in a similar accounting role • Strong proficiency in QuickBooks (Online or Desktop) • Solid understanding of accounting principles and financial reporting • Experience with payroll systems and processing • Familiarity with tax filings and compliance requirements • Excellent attention to detail and organizational skills • Strong communication skills and a collaborative mindset • Ability to work independently and meet deadlines • Must be available to work on-site three days per week • High school diploma required; associate’s or bachelor’s degree in accounting or finance preferred

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Denver, CO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days