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Warehouse Traffic Clerk - 2nd Shift (2pm-10:30pm)63846059555971120

Workable

Warehouse Traffic Clerk - 2nd Shift (2pm-10:30pm)

Description Vesta Home is a leader in luxury interior design and furniture staging, serving prestigious markets such as Los Angeles, San Francisco, Florida, and New York. Our team is dedicated to creating iconic spaces that enhance the sale of properties by effectively merging style with functionality. As a Forklift Operator specializing in Cherry Picker equipment, you will play a vital role in optimizing our warehouse operations and contributing to the seamless flow of inventory. You will ensure that all products are handled safely and efficiently while maintaining the organization of our warehouse. Overview We are seeking a detail-oriented and organized Inventory Specialist to join our team. The ideal candidate will play a crucial role in managing inventory levels, ensuring the accuracy of stock records, and supporting supply chain operations with Data entry. This position requires a strong understanding of inventory control processes, warehouse management systems, and demand planning to optimize inventory flow and minimize discrepancies along with data entry and strong commination skills Duties Monitor Projects and coordinate with internal teams and report discrepancies. Conduct regular stock audits and reconcile discrepancies in inventory records. Collaborate with the design ops team and operations team to forecast demand and plan for procurement needs. Utilize warehouse management systems to track inventory movements and ensure proper storage practices. Analyze inventory data using tools like EAMS, INTERNAL to identify trends and improve efficiency. Assist in the development of materials management strategies to optimize picking process. Coordinate with all operation teams to ensure timely delivery of reporting. Implement best practices for inventory control and contribute to continuous improvement initiatives. Requirements Proven experience in inventory control, supply chain management, or warehouse operations is preferred. Familiarity with demand planning processes Proficient in using warehouse management software and other relevant systems. Strong analytical skills with experience in data analysis tools such as Internal and EAMS Excellent organizational skills and attention to detail are essential for success in this role. Ability to work collaboratively within a team environment while managing multiple priorities effectively. Knowledge Luxury Furniture background is a plus. Benefits Benefits: 401(k) 401(k) matching Health insurance Paid time off Schedule: 8 hour shift Monday to Friday

Pico Rivera, CA, USA

Negotiable Salary

Bilingual Business Facilitator (Japanese and English)63393554945411121

Workable

Bilingual Business Facilitator (Japanese and English)

Position Summary As a new team member of 33 USA Inc., you will take on the role of Bilingual Business Facilitator. This crucial position bridges the communication gap between our Japanese leadership team and English-speaking staff, while facilitating smooth interactions with our diverse clientele. Leveraging your deep understanding of the entertainment industry, particularly in film and anime marketing, along with your exceptional Japanese-English interpretation and translation skills, you will contribute significantly to the organization's success. Requirements Essential Job Functions & Responsibilities: Interpretation: - Provide real-time interpretation for internal communications across all departments (Business Development Div, PR Div, Social Media Marketing Div) - Facilitate communication between clients and internal staff through accurate and culturally nuanced interpretation - Offer interpretation support during business development and sales activities - Provide interpretation services at various events and conventions Translation: - Translate Japanese materials from clients into English for internal teams (Business Development Div, PR Div, Social Media Marketing Div) - Translate English documents from native-speaking internal teams into Japanese (Business Development Div, PR Div, Social Media Marketing Div) - Ensure consistency and accuracy in all translated materials Cultural Mediation: - Act as a cultural liaison, providing context and explaining cultural nuances to both Japanese and English-speaking team members - Assist in adapting marketing strategies to suit different cultural contexts Quality Assurance: - Maintain high standards of accuracy and professionalism in all communications - Develop and maintain a glossary of industry-specific terms and company-specific expressions Social Media Account Management: - Directly manage social media accounts for the company's public relations activities - Plan, create, and schedule post content - Translate and optimize content for multilingual audiences - Engage with followers (respond to comments, handle messages, etc.) - Create social media analytics reports and propose improvements for performance enhancement Executive Communication Support: - Provide comprehensive English communication support for the CEO and COO in their daily lives in Los Angeles - Assist executives with verbal and written communications in various non-business settings (e.g., healthcare, real estate, local services) - Offer cultural context and guidance to help executives navigate local customs and practices - Accompany executives to important personal appointments when language assistance is required - Ensure confidentiality and discretion in all matters related to executives' personal affairs Education and Experience Requirements: Required: - Native-level proficiency in both Japanese and English - Professional experience in interpretation and translation (preferably in the entertainment or marketing industry) - Degree in Translation, Interpretation, Communications, or a related field - Knowledge of the film and anime industries - Excellent verbal and written communication skills in both languages - Deep understanding of cultural differences between Japan and the United States - Ability to work under pressure and manage multiple priorities - Proficiency in Microsoft Office Suite and familiarity with translation support tools Desired Skills and Abilities: - Experience in marketing, PR, and social media management is a plus - Experience in operating major social media platforms (Twitter, Facebook, Instagram, etc.) - Familiarity with entertainment industry terminology and trends - Strong interpersonal skills and ability to work effectively in a multicultural environment - Adaptability and quick learning ability to keep up with rapidly changing industry trends - Attention to detail and commitment to delivering high-quality work - Time management skills and ability to meet deadlines consistently - Discretion in handling confidential information - Passion for film, anime, and pop culture Benefits A number of programs cover all employees in the manner prescribed by law. Additionally, 33 USA Inc. provides several Company-designated benefit programs. Health Care Plan (Medical, Dental & Vision) Paid Time Off (Vacation, Sick & Public Holidays) Typical office work environment conditions. May be asked to work on evenings and weekends as necessary.

Los Angeles, CA, USA

Negotiable Salary

Clerical Support Assistant Diamond Bar, CA63392067554051122

Workable

Clerical Support Assistant Diamond Bar, CA

What you’ll do: Completes a broad variety of administrative tasks for the District Manager and team. Assist with operational support. Researches, prioritizes, and follows up on incoming issues and concerns, including those of a sensitive or confidential nature. Assists in managing special projects. Project management skills necessary. Produces information by formatting, inputting, editing, retrieving, copying, and transmitting text, data and graphics. Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with tight deadlines approaching. Provides a variety of reports to location managers. Other duties as assigned. Requirements High school diploma (or equivalent). Minimum of two years’ experience in general office experience. Must be able to communicate clearly, accurately, and effectively both orally and in writing. Must be able to interact professionally with all levels of management. Payroll and other administrative or secretarial education/experience a plus. Ability to multi-task in a fast-paced environment. Self-motivated, requiring little direct supervision. Proficient in Microsoft Office and other basic computer programs Demonstrated ability to learn new tasks and responsibilities. Benefits Full Time Benefits Include: Vacation Time (After 1 Year) 401k With Match(After 1 Year) Medical Benefits (Medical, Dental, Vision 90 days) Sick Time(After 1 Year) Personal Days(After 1 Year) Company Paid Holidays

City of Industry, CA, USA

Negotiable Salary

Client Care Coordinator63499845786753123

Workable

Client Care Coordinator

We at Krista Care believe in a client first approach. We are looking for compassionate people to work with Krista Care. We are more than just a team as we treat each other as family. If you are looking for a company that will treat you like family, then Krista Care is for you! The core of this position is the coordination of caregivers and client’s schedules, ensuring the client’s needs are met in a professional and timely manner. This position will also maintain employee records for compliance purposes, while working together with a small team. 1 – Maintain Patient Assignment Lists 2 – Manage Administration records with all insurance carriers 3 – Guide and coach Caregivers on best practices 4 – Provide Performance Appraisals for Caregivers at specified intervals 5 – Assign the best Caregiver for each client, filling all open shifts, while provide consistent quality care, and providing reports to upper management. 6 – Oversee the following: · Quality Insurance · Inquiry Calls · Assessments · Performs annual performance reviews for office employees and/or caregivers · Participate in on-call rotation to answer inbound calls 7 - Participate in hiring, coaching, and assessing the performance of administrative and direct care employees 8 – Develop, in collaboration with the CEO, a Marketing and Sales Plan to include strategies for maintaining and growing the local markets in the Los Angeles, San Bernardino County, Riverside County and Orange County 9- Recruiting: Sourcing and Screening: Identifying potential candidates through various channels, including job boards, social media, databases, and referrals. Interviewing: Conducting initial and follow-up interviews to assess candidates' qualifications, skills, and fit. Onboarding: Assisting with the onboarding process for new hires. Legal Compliance: Ensuring that all recruiting activities comply with relevant laws and regulations. About Krista Care LLC: Krista Care LLC is a home care agency based in Arcadia, California, dedicated to enhancing the quality of life and promoting maximum independence for seniors, individuals with disabilities, and those requiring in-home assistance. Their mission centers on providing compassionate, personalized care that allows clients to remain safely and comfortably in their own homes. Requirements 1 – Must have one year of Client Care Coordinator or office experience 2 – Bilingual in English/Spanish is required. 3 – Four Year College is required. 4- Home Care experience is PREFERABL., But not required. Benefits Krista Care offers : 1- Paid Time off 2- Medical Insurance 3- 401 K 4- Paid Holidays

Arcadia, CA, USA

Negotiable Salary

Case Manager Assistant - Personal Injury Law Firm, Los Angeles, CA63392051162113124

Workable

Case Manager Assistant - Personal Injury Law Firm, Los Angeles, CA

******* You will be evaluated for this position based on your ability to follow instructions. In order to apply, DO NOT apply through Workables. Please call 213-289-0619, and listen to the message for further instructions.******* Case Manager - Assistant This is a full-time, Downtown LA-based, In office role. The ideal candidate will be highly organized, proactive, and possess a positive, solution seeking demeanor. The role requires a comprehensive understanding of the pre-litigation process in personal injury cases, including the ability to effectively manage case files, communicate with clients, and handle medical and billing records. Responsibilities: Assist in managing pre-litigation personal injury cases, ensuring all necessary tasks are completed in a timely manner. Request and obtain medical and billing records for personal injury cases, ensuring all documentation is accurate and up to date. Communicate with clients regularly to provide updates on their cases, gather necessary information, and answer questions. Manage treatment schedules and coordinate with healthcare providers to ensure clients receive appropriate care. Handle and manage liens associated with cases, including negotiating or resolving them as necessary. Prepare cases for demand. Conduct intakes on potential new clients, including evaluating and documenting potential cases, and eventually signing up said cases Maintain and organize case files, ensuring all documents are properly accessible. Collaborate with the legal team to ensure all aspects of the case are handled efficiently. Ensure timely communication with clients, medical providers, and the legal team, providing a high level of customer service throughout the process. Requirements Requirements: Experience in Personal Injury pre-litigation, with a strong understanding of the process and relevant tasks. Proven ability to request and manage medical and billing records, treatment coordination, and handling liens. Fluency in English and Spanish, preferred Exceptional organizational skills, with a keen attention to detail. Strong communication skills, both verbal and written. Must be able to maintain a positive approach and a high level of professionalism at all times. Ability to work independently and as part of a collaborative team. Assist as needed Work Conditions: Full-time, In Office, Koreatown LA position. Must be proactive and able to manage multiple cases/priorities simultaneously. Fast paced, critical accuracy, thorough completion of workload Benefits Growing Firm - opportunities abound Medical Dental 401K Parking Team, Culture events Professional Training & Development

Los Angeles, CA, USA

Negotiable Salary

Legal Assistant (3-15+)63500034876675125

Workable

Legal Assistant (3-15+)

O’Hagan Meyer LLC, a litigation law firm, has an opening for a full-time Legal Assistant in its Orange County office. Candidates must have a minimum of 3 – 15 years of experience and must be familiar with Labor & Employment Law. Duties include but are not limited to drafting correspondence, editing, and filing pleadings with State and Federal courts, scheduling depositions, file maintenance, travel arrangements, research, expense reports, time entry and maintaining attorney calendars. Ideal candidate should have a very strong understanding of State and Federal court rules and procedures, excellent computer skills with knowledge of Excel and MS Office, including Outlook; experience with Adobe Acrobat or Juris Suite is a plus; excellent oral and written communication skills; exceptional attention to detail; able to work independently as well as with the team; exceptional organizational skills. O’Hagan Meyer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Requirements Position is full time, M-F with the possibility of some overtime. Salary based on experience and included exceptional benefit package. Salary: $60K-$95K Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays)

Newport Beach, CA, USA

$60,000-95,000/year

Law Clerk - 25hrs/wk Learn Discovery in a Personal Injury Law Firm (In office)63392018266627126

Workable

Law Clerk - 25hrs/wk Learn Discovery in a Personal Injury Law Firm (In office)

Sepulveda Sanchez Law is a leading personal injury law firm dedicated to advocating for the rights of injured individuals. We are currently seeking a motivated and detail-oriented Law Clerk to join our team on a part-time basis (25 hours per week) and assist with discovery in personal injury cases. This is an excellent opportunity for someone interested in gaining hands-on experience in a high-volume law firm environment. This position is in our offices, not remote. To apply for this position, please email your resume and cover letter to careers@sepulvedalawgroup.com. In the subject line of the email, please write "Law Clerk Position". Responsibilities: Assist attorneys with the drafting and preparation of discovery documents, including interrogatories, requests for production of documents, and requests for admissions Review and analyze discovery responses received from opposing parties Conduct legal research on relevant case law and statutes Assist with trial preparation, including preparing exhibits and witness files Organize and maintain case files and documents Assist with general administrative tasks as needed Requirements Currently enrolled in an accredited law school Strong interest in personal injury law Excellent research and writing skills Detail-oriented and highly organized Ability to work independently and meet deadlines Proficiency in Microsoft Office suite Strong communication skills, both written and verbal Prior experience with discovery in personal injury cases is a plus

Los Angeles, CA, USA

Negotiable Salary

Project Management Assistant - Hybrid63499932210305127

Workable

Project Management Assistant - Hybrid

The position is based in Pomona with two days (Tuesday and Wednesday) working at the office. Company Overview: PM2CM, Inc., is a professional services company dedicated to providing Program, Project and Construction Management, Scheduling, Cost Controls and Claims avoidance and Mitigation services to our clients. Our goal is simple: To offer and deliver the “best in class” project management, construction management and project controls services that allow our clients to build with confidence! To achieve these objectives, we will strive to hire the best qualified professionals, provide training and mentoring to our budding professionals, have a sound and complete understanding of our client’s corporate and project needs and provide our services with integrity and stellar professionalism. Position Overview: As a Project Management Support, you will play a crucial role in assisting our project managers in planning, executing, and monitoring various projects. Your exceptional organizational skills, attention to detail, and ability to collaborate with cross-functional teams will be key in ensuring the successful delivery of projects within deadlines and budget constraints. This position is an excellent opportunity for someone looking to develop their project management skills in a fast-paced and rewarding environment. Key Responsibilities: Project Planning: Collaborate with project managers to develop comprehensive project plans, defining project scope, goals, deliverables, resources, and timelines. Documentation Management: Maintain accurate and up-to-date project documentation, including project schedules, meeting minutes, action items, and project reports. Communication: Facilitate clear and effective communication among team members, stakeholders, and project managers, ensuring all parties are informed of project progress, changes, and potential risks. Task Coordination: Assist in coordinating tasks and activities between team members, monitoring progress, and addressing any roadblocks to ensure timely completion of project milestones. Resource Management: Help allocate resources efficiently and effectively, ensuring the right personnel and materials are available for each project phase. Risk Identification: Collaborate in identifying potential project risks and assist in developing mitigation plans to minimize their impact on project outcomes. Quality Assurance: Support project managers in ensuring that deliverables meet quality standards and align with client expectations. Budget Tracking: Assist in monitoring project budgets, tracking expenses, and reporting financial status to project managers and relevant stakeholders. Post-Project Evaluation: Participate in post-project evaluations, gathering feedback, analyzing results, and identifying areas for improvement. Continuous Improvement: Contribute to the enhancement of project management processes and best practices, promoting efficiency and effectiveness across the organization. Requirements Qualifications: Bachelor's degree with 3 years or more experience as a project management support. Proven experience in project coordination, administration, or a similar support role is advantageous. Strong organizational skills with a keen eye for detail and the ability to manage multiple tasks simultaneously. Excellent written and verbal communication skills to foster effective team collaboration and stakeholder engagement.

Los Angeles, CA, USA

Negotiable Salary

Workable

Program Coordinator

Company Overview: PM2CM is a leading project management company that specializes in providing outstanding project management services. We work with clients across various industries to successfully plan, execute, and deliver their projects on time and within budget. Position Overview: We are currently seeking a dedicated Project Assistant to join our team. As a Project Assistant, you will play a vital role in supporting our project managers in all aspects of project coordination and administration. You will be responsible for maintaining project documentation, coordinating project tasks and schedules, assisting in the preparation of project reports, and providing general administrative support to the project team. Responsibilities: Assist project managers in developing and maintaining project plans, including defining project scope, deliverables, and timelines. Maintain accurate and up-to-date project documentation, including project schedules, meeting minutes, and action items. Coordinate project tasks and schedules, ensuring timely completion of project milestones. Facilitate effective communication among project team members, stakeholders, and clients. Assist in the preparation of project reports, including progress reports, status updates, and budget tracking. Provide general administrative support to project team members, including scheduling meetings, managing calendars, and organizing project-related documents. Assist in identifying project risks and developing mitigation strategies. Support the project team in ensuring project deliverables meet quality standards and client expectations. Contribute to continuous improvement initiatives by identifying opportunities to optimize project processes and procedures. Requirements Requirements: 1-3 years of experience relevant to the position description. Knowledgeable of standard contract terms and conditions. Proficient with Microsoft Excel, Word, and Adobe Acrobat. Demonstrate a reliable, responsive and positive work ethic with the highest degree of integrity. Must be detail-oriented and organized. Must be a fast learner and logical thinker. Must be focused on quality and accuracy. Excellent communications skills, both written and verbal. Ability to accurately track and report status when managing concurrently running projects. Assoicate's degree in a relevant field or equivalent work experience. Proven experience in project coordination or a similar role. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in project management software and tools. Ability to work effectively in a team environment. Attention to detail and a high level of accuracy. Ability to prioritize tasks and meet deadlines. Benefits 100% paid health insurance by employer, dental insurance, vision insurance, 401k match and profit sharing.

Monterey Park, CA, USA

Negotiable Salary

Project Coordinator -Labor Compliance Analyst63500027660931129

Workable

Project Coordinator -Labor Compliance Analyst

Position Overview: As a Project Coordinator - Labor Compliance Analyst, you will be responsible for ensuring that all project-related activities comply with labor laws and regulations. This role involves coordinating, monitoring, and reporting on labor compliance aspects of various construction projects while working closely with project managers, contractors, and stakeholders to foster a safe and equitable work environment. This position is crucial in supporting the successful execution of projects while upholding the highest standards of labor compliance and integrity. Key Responsibilities: Labor Compliance Monitoring: Oversee and ensure compliance with federal, state, and local labor laws related to construction projects. Documentation Review: Review project documentation, contracts, and payroll records to verify compliance with prevailing wage laws and other labor standards. Reporting: Prepare regular compliance reports for project management and stakeholders, highlighting any issues, discrepancies, or areas of concern. Training and Support: Conduct training sessions for project personnel regarding labor compliance regulations and best practices. Collaboration: Work closely with project managers, HR teams, and contractors to address labor compliance issues and provide guidance on corrective actions. Audits and Inspections: Participate in internal audits and inspections related to labor compliance, ensuring that all project activities are documented accurately. Issue Resolution: Identify potential labor compliance issues proactively and collaborate with the project team to develop effective solutions. Policy Implementation: Assist in developing and implementing policies and procedures to enhance labor compliance on projects. Stakeholder Communication: Maintain open lines of communication with all stakeholders to ensure transparency and address any labor compliance inquiries. Requirements Qualifications: Associate or bachelor's degree in a relevant field (e.g., Business Administration, Human Resources, Labor Relations). 2+ years of experience in labor compliance, project coordination, or a related role, preferably in the construction industry. Strong understanding of federal, state, and local labor laws and regulations. Excellent analytical skills, with the ability to interpret and apply complex regulations effectively. Proficient in using project management software and tools. Strong verbal and written communication skills, with the ability to present complex information clearly. Detail-oriented and highly organized, with a focus on accuracy and thoroughness. Benefits Medical, Dental, Vision, and 401K.

Monterey Park, CA, USA

Negotiable Salary

Workable

Office Clerk

Krista Care LLC is looking for a detailed-oriented and organized Office Clerk to support our administrative team. The ideal candidate will handle various clerical tasks that aid in the operation of our office, including managing communications, maintaining files, and ensuring that our office runs smoothly. Responsibilities: Answering phone calls and responding to inquiries. Managing and organizing office files and documentation. Processing incoming and outgoing mail. Scheduling appointments and meetings. Assisting with payroll and employee records management. Data entry and maintaining databases. Performing general office duties as needed. Salary: From $18-$20 per hour Benefits: Paid time off Flexible schedule Supportive work environment Schedule: Monday to Friday Full-time or part-time hours available Application Question(s): Do you have experience with office software and technology? Work Location: In person Requirements Qualifications: High school diploma or equivalent required. Proficient in Microsoft Office Suite (Word, Excel, Outlook). Strong organizational and multitasking abilities. Excellent verbal and written communication skills. Previous office experience is a plus, but not mandatory. Experience in customer service is required. Spanish language skills are preferred. Benefits Perks Paid vacation time Competitive compensation based on experience Paid Sick Time Flexible Schedules Holiday Pay Bi-Weekly Pay Direct Deposit Job Types: Part-time, Full-time #ZR

Arcadia, CA, USA

$18-20/hour

Management Assistant - Hybrid634997779317791211

Workable

Management Assistant - Hybrid

The position is based in Pomona with two days (Tuesday and Wednesday) working at the office. Company Overview: PM2CM, Inc., is a professional services company dedicated to providing Program, Project and Construction Management, Scheduling, Cost Controls and Claims avoidance and Mitigation services to our clients. Our goal is simple: To offer and deliver the “best in class” project management, construction management and project controls services that allow our clients to build with confidence! To achieve these objectives, we will strive to hire the best qualified professionals, provide training and mentoring to our budding professionals, have a sound and complete understanding of our client’s corporate and project needs and provide our services with integrity and stellar professionalism. Position Overview: As a Project Management Support, you will play a crucial role in assisting our project managers in planning, executing, and monitoring various projects. Your exceptional organizational skills, attention to detail, and ability to collaborate with cross-functional teams will be key in ensuring the successful delivery of projects within deadlines and budget constraints. This position is an excellent opportunity for someone looking to develop their project management skills in a fast-paced and rewarding environment. Key Responsibilities: Project Planning: Collaborate with project managers to develop comprehensive project plans, defining project scope, goals, deliverables, resources, and timelines. Documentation Management: Maintain accurate and up-to-date project documentation, including project schedules, meeting minutes, action items, and project reports. Communication: Facilitate clear and effective communication among team members, stakeholders, and project managers, ensuring all parties are informed of project progress, changes, and potential risks. Task Coordination: Assist in coordinating tasks and activities between team members, monitoring progress, and addressing any roadblocks to ensure timely completion of project milestones. Resource Management: Help allocate resources efficiently and effectively, ensuring the right personnel and materials are available for each project phase. Risk Identification: Collaborate in identifying potential project risks and assist in developing mitigation plans to minimize their impact on project outcomes. Quality Assurance: Support project managers in ensuring that deliverables meet quality standards and align with client expectations. Budget Tracking: Assist in monitoring project budgets, tracking expenses, and reporting financial status to project managers and relevant stakeholders. Post-Project Evaluation: Participate in post-project evaluations, gathering feedback, analyzing results, and identifying areas for improvement. Continuous Improvement: Contribute to the enhancement of project management processes and best practices, promoting efficiency and effectiveness across the organization. Requirements Qualifications: Bachelor's degree with 3 years or more experience as a project management support. Proven experience in project coordination, administration, or a similar support role is advantageous. Strong organizational skills with a keen eye for detail and the ability to manage multiple tasks simultaneously. Excellent written and verbal communication skills to foster effective team collaboration and stakeholder engagement.

Anaheim, CA, USA

Negotiable Salary

Client Experience Specialist634999807294731212

Workable

Client Experience Specialist

Client Experience Specialist Probitas Financial Newport Beach, CA 92660 | In-Office | Part-Time or Full-Time Opportunity About Probitas Financial Probitas Financial is a boutique wealth management firm based in Newport Beach, committed to serving affluent executives, business owners, and their families with concierge-level service. We offer a highly personalized, comprehensive approach to financial planning that supports our clients’ goals across every aspect of their lives. About the Role We are seeking a Client Experience Specialist to join our team. This in-office role supports the firm’s president and senior advisor and plays a key part in delivering an exceptional client experience. The ideal candidate will bring prior experience in financial services—especially in client service and operational business processing. Marketing knowledge is a plus but not required. Key Responsibilities The Client Experience Specialist supports firm operations across client service, administration, and marketing. This role requires excellent communication, a can-do attitude, and the ability to stay organized while juggling multiple priorities. Serve as the main point of contact for client service requests and account support Manage account servicing needs, follow up on client inquiries, and ensure prompt resolution Participate in client meetings and assist with follow-up actions as needed Coordinate and execute marketing campaigns using automated tools Maintain and update the firm's website Provide general administrative and operational support Requirements What Success Looks Like Ensure smooth daily operations and boost overall efficiency Deliver a consistently high-quality client experience through proactive communication and service Accurately process client paperwork and maintain well-organized records Create capacity for leadership by taking ownership of day-to-day responsibilities Qualifications 3+ years of experience in the financial services industry 2+ years in a client service or operational role Strong organizational skills, attention to detail, and ability to prioritize effectively Confident communicator with excellent written and verbal skills Proficiency in Mac OS and comfort with technology Professional, positive, and proactive mindset Ability to maintain confidentiality and exercise sound judgment Self-starter who thrives in a collaborative, high-integrity environment Benefits Why Join Probitas? Competitive compensation ($25 - $32/hr), commensurate with experience Paid holidays Paid vacation Health Insurance allowance Applicable Licensing fees Opportunities for professional growth and advancement Flexible schedule (25–40 hours per week) to support work-life balance A collegial and professional in-office environment *Note: Waiting periods may apply for certain benefits. Ready to Apply? If this role resonates with you, we’d love to hear from you. Please submit your resume and a brief note sharing why you’re interested. No agencies or direct inquiries, please. We appreciate your interest and will contact candidates who best meet the firm’s needs.

Newport Beach, CA, USA

$25-32