NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)Corona, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
NewAccounts Payable Specialist III JobotAccounts Payable Specialist IIIIrvine, CA$60,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewGlobal Logistics Specialist JobotGlobal Logistics SpecialistSan Clemente, CA$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will work closely with logistics service providers and transportation partners to manage day-to-day operations while also contributing to strategic initiatives such as carrier evaluations, contract discussions, freight optimization, and cost reduction efforts.
NewGlobal Transportation & Logistics Specialist JobotGlobal Transportation & Logistics SpecialistSan Clemente, CA$70,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a hands-on, high-impact individual contributor role where you’ll manage logistics partners, optimize freight spend, and play a key role in improving global transportation processes.
Deskside Support Specialist Reed Smith USDeskside Support SpecialistLos Angeles, Los Angeles$33.25–$39.66Full timeProvide deskside support for various applications, including Microsoft Office Suite, Windows, iManage Worksite, Elite 3E, Internet, Intranet, voicemail/Unified Messaging, email, and proprietary applications. Provide deskside support for various hardware, including desktops, laptops, monitors, printers, telephones, smartphones, dictation devices, and other peripherals.
NewReferrals Specialist JobotReferrals SpecialistRiverside, CA$21–$32 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The specialist will be responsible for receiving, processing, scheduling, and following up on all medical referral requests, including in-house and outside referrals for diagnostic testing, medical specialists, or other providers.
NewReferrals Specialist - Healthcare JobotReferrals Specialist - HealthcareRiverside, CA$25–$34 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Join a compassionate team dedicated to supporting frail and elderly participants in a PACE program as a Referrals Specialist, where you'll coordinate critical care referrals with competitive hourly pay.
NewAccounts Payable Specialist JobotAccounts Payable SpecialistInglewood, CA$60,000–$70,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Managing the full cycle of accounts payable activities including receiving, processing, verifying, and reconciling invoices in an accurate, efficient, and timely manner.
NewProject Billing Specialist JobotProject Billing SpecialistAnaheim, CA$80,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in job cost, Construction Accounting, Project Accounting, T&M, Time & Material, time and material, and experience with Sage, Vista Viewpoint, viewpoint, job costing, AIA billing, and AIA invoicing.
NewGlobal Freight Management Specialist JobotGlobal Freight Management SpecialistSan Clemente, CA$70,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is critical in ensuring efficient, compliant, and cost-effective movement of goods while partnering cross-functionally with internal teams and external logistics providers.
NewInternational Freight Management Specialist JobotInternational Freight Management SpecialistSan Clemente, CA$70,000–$85,000 / yearAs the company continues to expand its international footprint, they are seeking talented professionals who thrive in fast-paced environments, enjoy solving complex logistical challenges, and want to play a key role in supporting global supply chain operations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAccounts Payable Specialist Vaco LLCAccounts Payable SpecialistIrvine, CA$26–$28Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewCollections Specialist Vaco LLCCollections SpecialistSanta Ana, CA$32–$34Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Accounts Receivable Specialist Vaco LLCSenior Accounts Receivable SpecialistIrvine, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSr. Accounts Receivable & Collections Specialist Vaco LLCSr. Accounts Receivable & Collections SpecialistRancho Santa Margarita, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistIrvine, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Payable Specialist (3-4 Month Contract) Costa Mesa, Ca Vaco LLCAccounts Payable Specialist (3-4 Month Contract) Costa Mesa, Cacosta mesa, CA$30–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewEHS Specialist JobotEHS SpecialistGarden Grove, CA$75,000–$105,000 / yearThe team is looking for candidates who are skilled in conducting safety training, hazard analysis, incident investigations, hazardous waste management, environmental reporting, and maintaining compliance documentation, including SDS records, permits, and prevention plans. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewDocumentation Specialist-In Office JobotDocumentation Specialist-In OfficeAnaheim, CA$22–$25 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Quality Support Coordinator Provides administrative and operational support for quality‑related processes, including performance tracking, reporting, and coordination of internal and external feedback.
NewGrievance and Appeals Nurse Specialist (LVN or RN) Kinetic Personnel GroupGrievance and Appeals Nurse Specialist (LVN or RN)Orange, CA$43–$65 / hourTemporaryUtilize computer and appropriate software (e.g., Microsoft Office: Excel, Outlook, PowerPoint, Word) and job-specific applications/systems to produce correspondence, charts, spreadsheets and/or other information applicable to the position assignment. A permanent position does include excellent CalPERS pension, 401a (4% contribution) and excellent government benefits and Holiday/PTO schedule.
NewCredit and Collections Specialist Vaco LLCCredit and Collections SpecialistSanta Ana, CA$28–$29Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewGovernment Audit Recovery Specialist IconmaGovernment Audit Recovery SpecialistCosta Mesa, CA$27–$32 / hourResponsible for responding to correspondence from Government Agencies related to Recovery Audit Contractor (RAC), Medicare Administrative Contractor (MAC), Targeted Provider Education (TPE), Comprehensive Error Rate Testing (CERT), Office of Inspector General (OIG), Quality Improvement Organizations (QIO) and other Medicaid, Medi-Cal regulatory auditing body for pre and post payment audits. Experience working on government, Recovery Audit Contractor (RAC), Medicare Administrative Contractor (MAC), Targeted Provider Education (TPE), Comprehensive Error Rate Testing (CERT), Office of Inspector General (OIG), and other Medicaid, Medi-Cal and other regulatory audits.
Project Controls Specialist III Kaygen Inc.Project Controls Specialist IIIMonterey Park,, CA$55–$70 / hourContractorWe specialize in providing high-volume contingent staffing, direct hire staffing and project-based solutions to companies worldwide ranging from startups to Fortune 500 and Managed Service Providers (MSP) across a wide variety of industries. • Allocate and manage Estimates to Complete (ETCs) for projects, including but not limited to change order proposals, task order requests, online vendor portal requests, and PBAs to ensure continued .
NewIncident Response Specialist ECLAROIncident Response SpecialistFountain Valley, CAThis role involves managing and responding to security incidents, performing detailed investigations into breaches, and developing strategies to prevent future infractions. The ideal consultant is a critical thinker with a deep understanding of cyber threats and vulnerabilities, and a strong knowledge of IT systems and security infrastructure.
Business Development Specialist (Sales) Kinetic Personnel GroupBusiness Development Specialist (Sales)Newport Beach, CA$55,000–$70,000 / yearKinetic Personnel Group [KPG] is looking for driven sales professionals who want to grow their careers, increase their earning potential, lead teams, and open new markets. What this role looks like: As a Client Relationship Manager, you will be responsible for driving business development and recruitment efforts across Orange County, California.
NewMarketing Specialist WSH Management, Inc.Marketing SpecialistIrvine, CA$33.65–$38.46 / hourThis position develops and executes marketing campaigns, manages digital content, supports leasing and occupancy goals, coordinates branding efforts, and assists with resident engagement programs. WSH Management has managed senior and multifamily properties since we began operations over 25 years ago and are very experienced in the management of both affordable and market rate apartment communities.
NewInsurance Service Specialist Auto Club Of Southern CalifInsurance Service SpecialistSan Clemente, CA$20.92–$23.01 / hourSee Auto Club Of Southern Calif Privacy Policy at https://careers.ace.aaa.com/us/en/privacy-policy and Terms & Conditions at https://www.ace.aaa.com/legal/terms-of-use.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Insurance Service SpecialistThe Auto Club is seeking a goal oriented, customer service professional to provide insurance service and clerical support to the Auto Club's insurance agents and members in our branch offices.
NewMiddle Market Underwriting Specialist Sentry InsuranceMiddle Market Underwriting SpecialistIrvine, CA$98,900–$148,300 / yearIn the state of California, at an Underwriting Specialist Senior level, based on qualifications and experience the range for annual compensation for this position is between $119,600 - $179,400. In this role, you will: Work closely with agency partners and internal sales partners to obtain information needed to properly underwrite, price, and program individual policies/accounts.
NewCompliance Specialist WSH Management, Inc.Compliance SpecialistIrvine, CA$38.46–$40.87 / hourConduct community audits, review internal screening determinations, complete and review AFHMPs, provide compliance guidance to site staff, and support agency audits, inspections, and corrective actions to maintain ongoing program compliance. • Audits Low Income Housing Tax Credit (LIHTC) and Housing and Urban Development (HUD) move-in and recertification files for all LIHTC and HUD-financed properties.
NewOperations Specialist Air Treatment CorporationOperations SpecialistBrea, CA$60,000–$80,000 / yearOwn the end-to-end lifecycle of service work tickets in the field service management system (Fieldpoint): •Intake & setup: Receive new job information from the Service Managers and create the corresponding job/project ticket in Fieldpoint promptly and accurately. The Operations Specialist serves as the central coordinator for the Service Division, managing service work tickets from intake through invoicing and acting as the primary link between customers and the service team.
NewTax Specialist I-Audit Hinderliter de Llamas & AssociatesTax Specialist I-AuditBrea, CA$24–$28 / hourThe HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
Equipment Rental Specialist Sunbelt RentalsEquipment Rental SpecialistWhittier, CA$24.58–$29.19 / hourRelated experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training, Skilled Craftsman, Brand Ambassador. A criminal history may have a direct, adverse, and negative relationship with your employment potentially resulting in the withdrawal of a conditional offer of employment for roles that involve direct contact with the public, handling sensitive customer and financial information, or operating vehicles and/or heavy machinery.
Child Life Specialist - FT Days - Pediatrics and PICU - Westminster Lehigh Valley Health NetworkChild Life Specialist - FT Days - Pediatrics and PICU - WestminsterWestminster, CAFinally, Lehigh Valley Hospital - Cedar Crest, Lehigh Valley Hospital - Muhlenberg, Lehigh Valley Hospital- Hazleton, and Lehigh Valley Hospital - Pocono each received an 'A' grade on the Hospital Safety Grade from The Leapfrog Group in 2020, the highest grade in patient safety. We're a Magnet(tm) Hospital, having been honored five times with the American Nurses Credentialing Center's prestigious distinction for nursing excellence and quality patient outcomes in our Lehigh Valley region.
NewQuality Engineering Specialist B. Braun US Pharmaceutical Manufacturing LLCQuality Engineering SpecialistIrvine, CA$101,167–$126,459 / yearThe targeted range for this role takes into account a range of factors that are considered when making compensation and hiring decisions; included but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. Provide Quality Engineering leadership to production for quality activities and maintain oversight of manufacturing activities for quality compliance, while assuring that products and process continue to operate in accordance with company policies and procedures.
NewHubspot Growth Marketing Specialist Bedrosians Tile & StoneHubspot Growth Marketing SpecialistTustin, CA$40–$50 / hourThis is a rare ownership role for someone early in their career, but already dangerous with HubSpot — you'll architect the segmentation, write the outreach, build the workflows, and run the automation that wins new customers and brings lapsed ones back. Jump in on the hands-on admin that keeps the engine running when needed — list pulls, data entry, reporting requests, and ad hoc support for the sales team and leadership.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistLos Angeles, CA$300,000–$400,000 / yearFull timeBuyer and seller allocation of purchase price as, for example, an asset or 338 transaction; IRC Section 1060; GAAP treatment related to structuring and purchase price allocation; Section 1231 gains such as: goodwill, land, and other assets with fair market values higher than original tax cost; Section 197 issues such as: short-lived assets including machinery and equipment, inventory, prepaid expenses, etc. • Post-Transaction Filing Elections and Requirement such as: Adjusting or selecting different tax elections and accounting periods and methods; Year-end conformity with affiliated companies' year-ends and "short-period" returns; Responsibility for the pre- and post-acquisition income tax, payroll tax, property tax and other filings.
NewEquipment Specialist United Site ServicesEquipment SpecialistLos Angeles, CA$18.23–$24.62About USS: United Site Services is the industry leader in comprehensive site services, committed to creating partnerships that help enable our customers’ project and event success. All candidates for positions which require secure site access and/or domestic air travel must possess an acceptable form of identification to comply with state and federal regulations, such as REAL ID-compliant driver’s license or state ID, or U.S. passport.
Litigation Specialist EclaroLitigation SpecialistPasadena, CAFull timeThe ideal consultant should have thorough knowledge of liability coverages, basic reinsurance, technical coding, and possess the ability to negotiate claim settlements efficiently, including using structured settlements when appropriate. Responsibilities:In this role, the individual will handle litigated or complex claims—such as cases involving severe damages, coverage issues, sensitive matters, and declaratory relief actions.
Specialist, Cost and Rates Planning L3Harris Technologies IncSpecialist, Cost and Rates PlanningYorba Linda, CA$76,500–$141,500 / yearJob Description: This role partners closely with Program Management, Pricing, Business Development, FP&A, Engineering and Operations to establish compliant, competitive, and strategically aligned indirect rates, forward pricing rate proposals (FPRPs), and cost estimating structures that support long-term growth and profitability. To help spot these scams, remember that during our formal recruitment process, L3Harris will NOT (1) ask you for money; (2) offer to send you a check before doing any work; (3) require you to provide sensitive personal information early in the process or sensitive information about your previous employer; (4) send you emails from free commercial services (e.g.
New Business Planning Senior Specialist Edison InternationalNew Business Planning Senior SpecialistFullerton, CASupports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities. The ideal candidate combines strong customer service, technical planning, and project management skills to deliver safe, efficient, and timely solutions that support operational and customer goals.
District Planning Senior Specialist Edison InternationalDistrict Planning Senior SpecialistMonterey Park, CAIn this job, you'll support the regulatory requirements of Southern California Edison's electrical distribution system by developing and designing plans, identifying necessary resources, providing cost estimates and options for the construction of distribution facilities. Supports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities.
NewNew Business Planning Senior Specialist Southern California EdisonNew Business Planning Senior SpecialistFullerton, CASupports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities. The ideal candidate combines strong customer service, technical planning, and project management skills to deliver safe, efficient, and timely solutions that support operational and customer goals.
NewDistrict Planning Senior Specialist Southern California EdisonDistrict Planning Senior SpecialistCompton, CAIn this job, you'll support the regulatory requirements of Southern California Edison's electrical distribution system by developing and designing plans, identifying necessary resources, providing cost estimates and options for the construction of distribution facilities. + Supports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities.
Events Planning Franchise Specialist - Remote - California (Pacific Time Zone) Anywhere Real Estate IncEvents Planning Franchise Specialist - Remote - California (Pacific Time Zone)CARemoteHome to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby''s International Realty , we fulfill our purpose to empower everyone''s next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. This position supports the strategy, planning and delivery of experiential events for Century 21, Coldwell Banker, Coldwell Banker Commercial, Coldwell Banker Realty, Compass, Better Homes & Gardens Real Estate, and ERA Real Estate.
Design Contractor Senior Planning Specialist Edison InternationalDesign Contractor Senior Planning SpecialistPomona, CASupports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities. Manages various large design projects from inception to construction completion with follow- through on policies, procedures, rules, rates, completion dates, and ensuring compliance of electrical designs.
New Business Planning Specialist Edison InternationalNew Business Planning SpecialistSanta Ana, CADevelops and prepares construction plans, drawings, and/or circuit maps; develops and designs electrical distribution plans, identifying necessary resources and providing cost estimates and follow through on policies, procedures, rules, rates, completion dates, and ensuring compliance of electrical designs. Manages multiple projects with project management principles, tools, and techniques effectively under tight time constraints, shifting priorities, and making critical decisions with minimal supervision.
District Planning Specialist Edison InternationalDistrict Planning SpecialistFullerton, CADevelops and prepares construction plans, drawings, and/or circuit maps; develops and designs electrical distribution plans, identifying necessary resources and providing cost estimates and follow through on policies, procedures, rules, rates, completion dates, and ensuring compliance of electrical designs. The ideal candidate combines strong customer service, technical planning, and project management skills to deliver safe, efficient, and timely solutions that support operational and customer goals.
Principal Supply Chain Planning Specialist Northrop Grumman CorpPrincipal Supply Chain Planning SpecialistCommerce, CA$94,200–$141,200 / yearThe Principal Supply Chain Planning Analyst is responsible for representing Supply Chain within an IPT with Program Management, Operations, Quality and Engineering for the Commerce, CA facility within the Mission Enabling Products Business Unit in the Payload and Ground Division within the Space Systems sector. Primary Responsibilities: Represent supply chain onsite as the focal point for coordinating and communicating supply chain management functions and status to and working with internal groups to ensure requirements are met in accordance with internal customer needs.
Education & Plan Conversion Specialist (Retirement Plans) Hub International LtdEducation & Plan Conversion Specialist (Retirement Plans)Pasadena, CA$80,000–$110,000 / yearwithdrawal requests, website access, allocation changes, QDRO's, etc.) • Pro-actively engages/communicates with retirement plan clients on general follow-ups • Participates with a team in conducting plan reviews • Provides email summarizing the meetings and next steps to Firm Partners • Completes Executive Summaries (meeting minutes) • Creates and manages fund change processes with record-keepers and review fund changes for accuracy • Jointly works with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500's, fee disclosures, etc. WHAT YOU BRING TO THE TABLE: • A bachelor's degree or five (5) years of relevant experience • Series 65 or 66 required • Highly proficient at PowerPoint and Word, basic to moderate Excel skills • Previous experience providing training to plan participants • Previous experience responding to and following up on participant requests • Ability to work in a fast-paced environment • Demonstrated experience working with record-keepers and TPA's in plan builds, audits and customer service • Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization • Ability to work collaboratively in a team environment.