Client Service Associate

Do you have a passion for sales, investing, or helping people grow their money? Stock Sage (https://www.stocksagesoftware.com) is a powerful new software tool that identifies fundamentally sound companies trading at their annual low price. We’re looking for motivated salespeople to help us introduce Stock Sage to investors, traders, and financial enthusiasts. What you’ll do: • Promote Stock Sage to retail investors, traders, and professionals • Share how the app helps users find undervalued stocks with strong fundamentals • Work independently with flexible hours What we offer: • Generous commission structure • A product with strong demand in the investing community • Training & marketing materials provided • Remote-friendly opportunity You should be: • Comfortable talking about money & investing concepts • Self-motivated and goal-oriented • Experienced in sales, finance, or software promotion (a plus, but not required) 👉 Interested? Reply or email info@stocksagesofware.com with your name, experience, and why you’d be a great fit.

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

With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team! Pay Rate: 18.50 an hour Job Description As Cash Management Services Teller, you work with your team to ensure the safe and secure preparation and processing of cash, coin, and check deposits for our Loomis customers.  Responsibilities Conduct deposit verification and/or change order preparation using specialized counting equipment and procedures Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination Prepare currency and/or coin change orders by denomination for each customer assigned Requirements Ability to read, count, add, subtract, write and record numbers Ability to perform simple computer data entry Ability to use calculator by touch Working Conditions Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts Work is performed in a room or work area within a vault with little or no exposure to outside light Work is performed from a sitting position (on a stool with back support) or standing position (in front of a 3.5 – 4 foot high counter) Essential Functions/Job Qualifications As part of the qualification process for the Cash Management Services Teller position, a Human Performance Evaluation (HPE) is required. This evaluation requires successful completion of testing in the following areas: Lift: - 2lbs vertical lift from 36 inches to 52 inches from the floor (15X) - 25lbs vertical lift from 8 inches to 33 inches from the floor (1X) - 18lbs vertical lift from 1 inch to 36 inches from the floor (5X) - 2lbs vertical lift from 7 inches to 54 inches from the floor (17X) Lift-Carry: - 30lbs vertical lift from 8 inches to 40 inches from the floor, and horizontally transfer 10ft (1X) Push-Pull: - Horizontally transfer 90lbs of force on a sled (single, non-dominant arm), a distance of 1ft (1X) Repetitive Coupling: - Squeeze Jamar Hand Dynamometer requiring forces up to 30lbs / both right & left hands (17X each) Benefits Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: Vacation and Sick Time (PTO) as well as Paid Holidays Health & Dental Insurance Vision Insurance 401(k) Plan Basic Life Insurance Plan Voluntary Life Insurance Plan Flexible Spending and Health Savings Account Dependent Care Account Industry leading Training and Development Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status or disability.

Fiscal Coordinator - Authorizations Salary Range: $47,618 - $57,141 Annually GGRC is currently hiring for a Fiscal Coordinator - Authorizations. This role reviews POS, setup source of funds for residential Purchase of Services (POSs), process Supplemental Security Income (SSI) Rate Change; prepare cash receipts and other miscellaneous administrative functions in the Accounting unit. This is a hybrid schedule role offering the opportunity to work in the community, from any of our offices located in San Francisco and from the comfort of your own home. What you’ll Do: Authorization Functions Review and process all POS requests. Generate and distribute POS authorizations to vendors. Process payment adjustments due to POS Change Requests. Process retro rate change. Respond to and provide assistance to help to resolve POS Authorization questions with all customers as appropriate. Match dental invoices with existing authorizations and code invoices with applicable Schedule of Maximum Allowance (SMA) rates. Assist with year-end rollover/rollback process. Prepare/analyze reports if needed. Perform filing, filing maintenance, and file purging duties. Gather and compile requested information for internal audit and state audits. Administrative Functions Setup Source of Funds for new residential POSs. Process SSI Rate Change. Prepare cash receipts for all funds and deposit to the appropriate bank accounts. Process loan repayment through AS400 Cash Receipts Menu. Forward memorandums upon completion of deposits to the appropriate unit. Prepare loan analysis to assist Social Workers to collect existing loan balance. Miscellaneous Functions Cross train and work in numerous functions within the department as needed. Participate in special projects and assist with additional duties or tasks as assigned Provide analysis for and compile information for required reports. Work successfully within the agency and across departments to maintain high quality services and implement the goals of the regional center. Who You Are Ability to convey complex information and ideas in a clear, concise and professional manner in writing and verbally to wide audience Strong customer service and problem -solving skills Ability to work with and problem solve all levels within the organization Ability to operate basic office equipment, including scanners, copiers, faxes, phones Basic familiarity with MS Word®, MS Excel®, MS PowerPoint®, MS Outlook® or similar software applications Knowledge of accounting principles Requirements 2+ years post-secondary education Bachelor's Degree or equivalent may be substituted for two years work experience 2+ years professional experience in accounting or related field Benefits What are the benefits to working with GGRC? We offer a comprehensive benefits package including Medical and Dental benefits with a generous employer contribution and additional employer paid Life, Disability and Vision coverage 10% employer contribution to a 403(b) retirement account to help you save for the future! GENEROUS TIME OFF BENEFITS!!! No really, we mean generous: 13 vacation days, 15 sick days, 11 paid holidays, 6 personal holidays and up to 5 paid days for continuing education What makes GGRC so special? GGRC values diversity, we believe in creating an environment where people of all backgrounds can collaborate to find solutions to complex problems. We are community minded and passionate. GGRC values each person as a full, robust, and unique individual and interacts with each person in a manner that is respectful and responsive. We endeavor to place each person at the center of his, her or their own life. We approach each person as an expert on his, her or their own life and identity with a clear and attentive inquiry into what is important to, as well as important for, that one person (whether coworker or person-served, family member or other stakeholder). How to apply: GGRC values diversity; people of all backgrounds are encouraged to apply. Please complete the application and submit your most recent resume. If you feel that the questions do not accurately capture what you have to offer Golden Gate Regional Center, you are also welcome to attach a cover letter. Applications are being reviewed on a rolling basis so we encourage you to submit yours soon. We look forward to reading your application. Golden Gate Regional Center is an Equal Opportunity Employer.

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

About the Role: The Inventory Control Specialist is responsible for maintaining accurate inventory records and supporting the integrity of the inventory and procurement systems. Reporting to the Accounting Services Manager, this role ensures that inventory transactions are appropriately recorded and that variances are investigated and resolved in a timely manner.  A strong attention to detail, solid analytical skills, and the ability to collaborate across departments are essential in this position. Position Responsibilities: Schedule, perform and/or supervise all monthly physical inventory counts and coordinate with the Warehouse Manager and outlet managers to ensure accuracy and completeness Oversee open purchase orders and receivers for the F&B outlets, ensuring timely resolution of any that exceeds established timelines Assist General Ledger staff in identifying causes for monthly cost percentage anomalies Assist Inventory Control team as needed with invoice processing which includes data entry and filing Review completed invoices for accuracy in pricing, quantities, and yields; address F&B vendor issues when escalated Responsible for the resolution of cost transfer and inventory transfer processes and recording of monthly journal entries Complete inventory adjustment requests Investigate and resolve discrepancies between physical counts and system records to ensure accuracy in reporting Prepare the food & beverage cost report and various other analysis Ensure accuracy of check packages and related documentation Perform AD Hoc duties/analysis as assigned   Essential Functions: Maintain accurate inventory records through attention to detail & process consistency Resolve inventory related issues quickly & effectively through strong problem-solving skills Strong organizational skills and ability to manage multiple tasks simultaneously Collaborate cross-functionally with internal teams and external vendors Proficiency with inventory control/accounting software and systems Requirements Previous experience in Food & Beverage inventory control position preferred Ability to stand for multiple hours during physical inventory and be able to lift/push/pull up to 50 pounds Flexibility in shifts for several days each month Ability to bend, reach & climb ladders as needed Ability to work in varying warehouses or storage environments including temperature fluctuations and space. Strong communication skills with the ability to present clear, actionable data Prior experience with purchasing/accounting software systems a plus Proficient in Microsoft Office products including Word and Outlook and especially Excel.  Experience in Stratton Warren IP and Great Plains preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development Our anticipated salary range for this position is $16.92 -$21.97 however final salary offer will be determined based on experience.