• Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. • Prepare all client meeting materials in advance, including retirement projections and income analysis, investment performance and portfolio analysis, financial planning summaries and supporting outputs. • Ensure all materials are accurate, clearly presented, and delivered within established timelines • Maintain and update client planning data within the firm's planning systems and tools • Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions • Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies • Ensure all implementation steps are tracked, confirmed, and communicated appropriately • Capture and manage all post-meeting action items with clear ownership and deadlines • Monitor progress on outstanding items and proactively follow up to ensure timely resolution • Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings • Work closely with the Financial Advisor to ensure alignment across all client workstreams • Communicate proactively on timelines, dependencies, and any issues that may affect delivery • Contribute to continuous improvement of internal processes, templates, and planning workflows

Role Description Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history preferably in the mortgage or real estate industry, to join our team as a Typist. The ideal candidate will enjoy working in a team environment, is detail oriented, able to enter data quickly and accurately, highly capable of proofreading documents for spelling errors, and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE - Review all documents in the write up sheet for accuracy - Enter data provided on the write up sheet into our systems - Perform quality control checks on all completed files - Respond to inquiries from offshore vendors - Maintain updated customer typing procedures Qualifications - High School diploma or equivalent required. - Typing/data entry skills with minimum 45 wpm with 95% accuracy. - Proficiency with personal computers. - Knowledge of real estate terminology. Requirements - Must be able to type 45 wpm with 95% accuracy. - A penchant for excellence with strong attention to detail. - The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for clients. - Good verbal and written communication skills. - Great proofreading skills. - Basic knowledge of Microsoft Office to include but not limited to Word, Excel and Outlook. Responsibilities - Review all documentation for accuracy. - Perform all duties and responsibilities in a timely manner. - Maintain open communication with other team members and supervisor. - Monitor offshore production for the Title Typing Department. - Perform quality control check on completed files. - Proficient with ServiceLink operating systems and internal search engines. - Adhere to company policies and procedures. - Meet minimum production goals and quality requirements as set by management. - Perform all other duties as assigned.

Title: CAAS Commercial Consulting & Advisory Senior Associate Location: Remote Job Description: Join our Team! We work in an environment where everyone’s voice is heard We are one of the largest accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to business, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed in both your personal and professional life. Senior Associate, Consulting & Advisory - CAAS Commercial What you will be doing: Those in CAAS Commercial are primarily involved with ongoing bookkeeping, month-end close and year-end close services for businesses in a variety of industries. Seniors are responsible for complex technical accounting and resolving technical issues, as appropriate. In addition, this role provides supervision to staff and helps train new hires. Seniors work in a collaborative environment with other team members to develop and deliver creative solutions to client needs. This is a client facing role. In this role, you will: - Proficiency in using QuickBooks Online (QBO) for clients with and without payroll. - Ability to work with consolidated QuickBooks companies. - Understanding of cash basis and accrual basis of accounting. - Supervise accounts payable and payroll processing. - Ability to analyze financial data and perform analysis for areas such as accounts receivable, accounts payable, capital assets and long-term liabilities. - Proficiency in preparation of depreciation schedules, debt amortization schedules, and trial balances. - Ability to identify and troubleshoot inconsistencies and variances in account analysis. - Accounting knowledge necessary to propose adjusting entries to correct errors in accounting, when necessary. - Ability to prepare monthly financial reports and present financial data to clients/business owners/board of directors. - Ability to complete information for property tax audits and sales tax audits. - Ability to process and issue IRS Form 1099. - Supervisory responsibilities: - - Supervise staff on their day-to-day activities. - Demonstrated ability to plan and organize projects. - Other duties as assigned. Minimum Job Qualifications: - High School diploma or GED, required. - Bachelor’s degree, preferred. - Minimum of three (3) years professional services firm experience, or a minimum of five (5) years private sector experience, required. - Experience working in a CPA firm, preferred. - Tech savvy – high-level proficiency with Microsoft Office Suite (including Outlook, Word, Excel, PowerPoint and Teams), required - Proficiency within QuickBooks and QuickBooks Online, required. - Effective organization and time management skills, meeting assigned deadlines or budgets, and providing advance notice of problems. - Commitment to the protection of confidential client information. - Analytical, quick learner, self-starter, and ability to take direction well. - Proactive, resourceful and client oriented. - Excellent customer service skills. - Positive attitude, team player, cooperative and responsive to training, supervision, and constructive feedback. - Ability to work independently and take initiative. - Strong work ethic, honest, and patient. - Excellent verbal, written and interpersonal skills. - Travel may be required to LSL offices and client sites, up to 20%. At LSL CPAs, we offer a competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your commitments while staying dedicated to serving our clients. Work Authorization: Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future. Pay Range: $75,000 - $95,000 per year

Title: Library Services Coordinator Location: Australia Job Description: The Details: - Permanent Full Time | 9 day fortnight - $129,747 - $146,832 pa + 12% super (level 8) - 72.5 hour fortnight - Hybrid, flexible working environment, including some work from home days. - Location: Option of Redcliffe, Caboolture or North Lakes Join City of Moreton Bay as a Library Services Coordinator, and help shape and enhance our communities for today and tomorrow. Reporting to the Library Services Manager, this role offers the opportunity to shape the future of library services across the City of Moreton Bay. You'll lead and coordinate the delivery of engaging, contemporary, and consistent library services across a diverse network of sites, ensuring our libraries remain vibrant, welcoming community spaces. You'll contribute expert insight to the development of library strategies, budgets, and reporting, ensuring decisions are informed, evidence-based, and focused on enhancing customer outcomes. You will: - Partner with your Library Services Coordinator colleague to plan and deliver library facility improvement projects, transforming buildings and spaces to better meet community needs, as a key member of the Senior Library Leadership Team - Lead the coordination of the library network's customer experience function, addressing service issues, managing escalated matters, and reporting on outcomes and insights. - Develop and oversee library service delivery through effective workforce planning and management initiatives. - Inspire and support library teams to build a strong, customer‑centred culture grounded in innovation, learning, and continuous improvement. This is a rare opportunity to make a lasting impact - leading people, shaping services, and contributing to the future of public libraries in a growing and diverse community. Click here for Position Description Please note that this role includes participation in an on‑call roster to support operational requirements. About you You're passionate about the role libraries play in connecting people, culture, and community and you bring the leadership capability to turn that passion into meaningful outcomes. You are a confident and experienced leader with a proven ability to guide large, geographically dispersed teams. You bring strong knowledge of delivering high‑volume, contemporary services within a complex public library network and understand how to balance consistency with local community needs. With a strong commitment to customer experience excellence, you lead with empathy, clarity, and impact. Your highly developed interpersonal skills enable you to build trusted relationships and foster a leadership culture that puts the community at the centre of every decision. You'll ideally hold a degree in Library and Information Management or a related discipline, and you will hold or be willing to obtain a Working with Children Check (Blue Card). Why City of Moreton Bay? What you do with your life matters. It's the same with your career. We're the third-largest council in Australia and one of the fastest-growing areas. As Australia's newest city, we're building something that's never been done before: a new kind of city, inspired and empowered by a new kind of council. This is your opportunity to develop skills and experience in a truly unique place, at a truly unique point in time. At City of Moreton Bay, we're focused on the vital work we do today. But we're also focused on the future. On what can be - for our city, our Council and your career. Here's what you'll love about a career with us: - See it. To build a city of the future, first, you have to see it. The polycentric city we're building will bring greater prosperity, sustainability and affordability to our city. This is your chance to contribute to something that's never been done before. - Shape it. You'll get hands-on in a rewarding career, serving and strengthening our communities for today and tomorrow. Our work is diverse, interesting and it matters - and it's yours to shape and own. - Live it. Contribute to the city you and your family want to live in and enjoy the lifestyle you deserve. And if you don't live here, you'll still find pride and connection in so many ways with our successful, resilient team. You'll also enjoy a range of other benefits: - Find a better work-life balance with a nine-day (72.5-hour) fortnight, plus a hybrid, flexible working environment with some work-from-home days. - Negotiated salary increases locked in through our EBA - 4% in July 2026 and a further 4% in July 2027 (or CPI capped at 4.5%, whichever is greater). - Advance your skills and career through our Study, Training And Research Scheme (STARS). - Make your pay go further with salary packaging options on novated leases, superannuation payments, smartphones and devices. - Prioritise your health and wellbeing with discounted health insurance, free annual flu vaccinations and our Fitness Passport Program. - Get support when you and your family need it most with our 24/7 confidential counselling service, leader support hotline and Mates in Construction program. Ready for a career that matters? Join City of Moreton Bay, and help shape our city of the future. Click on the 'Apply Now' button below to complete your online application. Please upload a current resume that demonstrates how you meet the requirements for this role. You will also have the option to add a cover letter should you wish.