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JOB NUMBER	1	JOB TITLE	Administrative Assistant, Executive Assistant
JOB TYPE	Temp	HOURS	Full Time
SALARY RANGE	DOE	JOB POSTED	12/15/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	In the current economy timing is everything. History has shown us that companies will retain qualified professionals like you that we initially sent to them as temporary workers about 45% of the time. We are currently accepting resumes for several local Administrative Assistant, Reception, and Executive Assistant opportunities.
ESSENTIAL SKILLS	Our opportunities require at least 3 years of recent, related experience, strong typing and software knowledge including the MS Office Suite, and top-notch interpersonal skills. Email your resume to info@tssjobs.com with the subject AA/EA with a brief cover letter and resume for consideration. We can't wait to hear from you!

JOB NUMBER	12281	JOB TITLE	Data Entry, Corporate Customer Service
JOB TYPE	Temporary Work	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/16/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are currently working with a well known insurance company in their search for Data Entry/Customer Service agents. This position is for a long term temporary assignment located in the Financial District of San Francisco. The successful candidate must have VERY strong Microsoft Excel experience and corporate customer service experience. NO Retail Customer Service ONLY experience. If you feel that you would be a good candidate for this position, please email your resume to info@tssjobs.com for consideration.
ESSENTIAL SKILLS	TBD

JOB NUMBER	1579	JOB TITLE	Commercial Loan Officer
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	$85K + commission DOE	JOB POSTED	12/20/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assisting a well known bank in their search for Commercial Loan Officers for both San Francisco and the East Bay areas. Responsible for the administration operation and profitability of the Commercial Lending Department. Responsible for overseeing the lending relationships handled by the Department as lending officer or by management of the lending officer(s). The primary liaison between the Bankís Commercial Lending relationship(s) and the Bank. Responsible for the product development, marketing and delivery of all banking credit and non-credit services that the Bank offers. Have thorough knowledge of all elements of the sales process, public contact and product(s) as authorized or directed by policy or by upper management. Engages in business development activities by soliciting new accounts in the Bankís geographical area and attending to the needs of current and prospective customers on a variety of matters. Establishes and maintains relationships with current and potential customers in anticipation of increasing deposits and fee income from the sale of financial products. Maintains membership and leadership in civic and volunteer organizations to promote goodwill and develop new business, contacts and networking resources.
ESSENTIAL SKILLS	Candidates must have: . Bachelor's degree required . 5 years experience in commercial real estate lending, C&I Lending, and/or commercial deposit relationships . Must be a self-starter with strong business development skills . Must have thorough understanding of commercial credit policies and loan documentation . Proficiency in Word and Excel . Excellent written and verbal communication skills . Strong financial analysis skills To apply for this position, please submit your resume and cover letter to cynthia@tssjobs.com

JOB NUMBER	8481	JOB TITLE	Collections
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/22/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	Position Summary: Responsible for Collection of client Accounts Receivable following established firm and generally accepted accounting procedures. Position Responsibilities: - Collections, including contacting clients directly for payment of outstanding bills and keeping responsible attorney abreast of potential collection problems. - Research client payment histories and determine if any special payment agreements exist. - Work with client in the management of their accounts. Provide billing and payment advice. - Analyze and prepare historical collection trend analysis. - Monitor payment plans, both under headings of Promissory Notes and informal plans outlining specific payment terms and dates, as well as checking for retainers for new work when so stated in note or plan. - Identify receivables to either write-off or transfer to suspense and gather necessary information to proceed with further collection actions, when warranted. - Refer matters to our Bankruptcy Partner in charge for further collection action. - Obtain approvals for Accounts Receivable write-off and transfers to suspense and process accordingly. - Review payment reconciliations for specific General Ledger accounts when they are required. - Preparation of historical billing and payment schedules for attorneys and clients. - Firm wide training related to collection pages (after switch over to Elite) Other duties as assigned or required.
ESSENTIAL SKILLS	TBD

JOB NUMBER	41819	JOB TITLE	BSA Compliance
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/27/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	The ideal candidate will be responsible for managing the execution and coordination of the compliance function as it applies to Deposit Servicesí for a Regional Bank. Manages the review and interpretation of new and pending laws and regulations, which potentially affects the business practices for the assigned group. Job Duties-Provides a leadership role in implementing policies, standards and procedures specific to the needs of the Business Units aligned with the Bankís Corporate Compliance program. -Analyzes various processes and products, existing or new, by addressing required processes under the Compliance program framework (risk assessment, to documenting controls, and to implementing testing).-Works with management and staff in areas of the organization affected by alterations in business practices to ensure understanding of Regulation D, BSA and AML practices. Implementation of new policies and procedures.-Collaborate with other Bank units to study and investigate issues and identify and implement solutions.-Develops/amends written policies and procedures related to products and processes-Supervises and/or performs periodic testing to determine effectiveness of unitís compliance to regulatory requirements, internal policies, and best practices.-Directs and assists staff with the development or revision of policies, procedures, contracts and agreements to ensure compliance.
ESSENTIAL SKILLS	Requirements: Bachelorís Degree in Business Administration or related field required Experienceï 10+ yrs combined Compliance/Audit/Risk Management experienceï 5+ yrs managerial/supervisory experienceï Alternative: Combination of education and experience (years /description) Bachelors degree or equivalent combination of training and experience. Administrative/Technical Skills/ Other Informationï Provides primary oversight and supervision to the junior compliance staff and consult with senior management. ï Ability to develop and maintain compliance policies and procedures. ï Ability to liaise with Bank Corporate Compliance Department to address and respond to any and all regulatory inquiries/examinations relating to LENDING. ï Strong knowledge of Reg B, Z, CRA, Flood, HMDA, RESPA. ï Ability to read and interpret regulatory statutes and client guidelinesï Strong Microsoft Excel and Microsoft PowerPoint skillsï Strong written and verbal communication and inter-personal skills Level Supervisedï Will supervise a team of 2 or more Professional Staff

JOB NUMBER	1476	JOB TITLE	Personal Banker
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/27/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are working with a prestigious San Francisco bank in their search for the perfect Personal Banker. The Personal Banker is responsible for providing quality customer service, cross selling banking products and maintaining branch operations along with the management. With a thorough, in-depth knowledge of all of the bankís products, the personal banker will be expected to consistently meet established sales goals. Expected duties include selling all bank products by referring customers to the appropriate person for the most effective cross-sell potential. Establish and main professional relationships with customers to ensure repeat and referral business. Provide excellent customer service to current and potential customers. Process customer transactions and file and maintain bank records in compliance with branch policies and procedures. Prepare and balance daily work, bank deposits, ATM and night depository.
ESSENTIAL SKILLS	To be successful in this position, the Personal Banker must have at least 4 years of experience in banking with strong business development experience, impeccable customer service skills, a proven sales track record, familiarity with new accounts, community outreach and must be computer and operations savvy.

JOB NUMBER	8909	JOB TITLE	Controller
JOB TYPE	Search	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/28/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assistant a leading regional public accounting firm in the San Francisco Bay Area in their search for a Controller. The firm provides a wide variety of financial services to a diversified, prestigious clientele specializing in audit, compliance, estate planning, consulting and litigation support services. The Controller will be an integral part of the Family Office and work with an accounting team consisting of Director, Controller, three Bookkeepers, and File Coordinator. Our ideal candidate will have an extensive and diverse accounting and VC funds background; strong interpersonal skills with an approachable and professional demeanor; excellent verbal and written communication skills; able to handle and respond to multiple client and department demands; thrives in a fast paced and dynamic environment; is a team player but able to work independently. Duties will include, but not be limited to: Responsible for providing multiple clients with day-to-day accounting support including: - Coordinate all accounting functions for high-net worth individuals/family clients and their investment entities - Managing the operational, financial, and reporting aspects of VC funds - Coordinate client's AR, AP and GL entries & maintenance - Responsible for month-end and year-end close of financial statements, account reconciliations, G/L analysis, and annual audits, where applicable - Oversee payroll for client's employees - Create, enforce, and evaluate firm accounting policies and procedures in conjunction with the clients' needs. Recommend process improvements. - Build LB database and infrastructure for document management - Research insurance and payroll related questions - Responsible for managing any ad-hoc projects as needed
ESSENTIAL SKILLS	Minimum Requirements: - Must have 8+ years accounting experience including 3+ years as a Controller - Ideal candidate must have strong background with fund, management company. and partnership accounting. - Experience with fair value calculations among funds and between classes with different preference rights - Proficient with QuickBooks - Experience working for a Venture Capital firm, CPA firm, Family Office, private client banking or professional services firm preferred - CPA preferred - Tax experience/exposure preferred - Problem solver & intellectually curious - High attention to detail - Adhere to the highest level of confidentiality - Must successfully pass a background check

JOB NUMBER	5464	JOB TITLE	Tax Supervisor
JOB TYPE	Search	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/28/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assistant a leading regional public accounting firm in the San Francisco Bay Area in their search for a Tax Supervisor. The firm provides a wide variety of financial services to a diversified, prestigious clientele specializing in audit, compliance, estate planning, consulting and litigation support services. Currently seeking experienced tax professionals in our Redwood Shores office. Summary: Responsibilities will include tax compliance in the areas of individual, partnership, corporate, trusts, estates and not-for-profit. Industries include real estate, investment companies, professional service companies, hi-tech, manufacturing, distribution and not-for-profit organizations. Minimum Requirements: - Minimum of 5 years of recent public accounting experience - Bachelors degree in Accounting or Masters Degree in Accounting or Tax - CPA preferred - Strong client relationships skills - Strong team management skills - Excellent verbal and written communication skills - Strong project management and analytical skills - Excellent business acumen and appropriate industry knowledge - Ability to work both independently & within a team environment - Must successfully pass a background check
ESSENTIAL SKILLS	Duties will include, but not be limited to: - Manage day-to-day client and team relationships - Work closely with engagement partner and staff to meet client expectations - Seek opportunities to be creative and innovative in serving clients - Keep current on applicable professional standards - Responsible for accurate & timely monthly client billings - Participate in recruitment, business planning and retention initiatives

JOB NUMBER	1477	JOB TITLE	Tax Manager
JOB TYPE	Search	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/28/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assistant a leading regional public accounting firm in the San Francisco Bay Area in their search for a Tax Manager. The firm provides a wide variety of financial services to a diversified, prestigious clientele specializing in audit, compliance, estate planning, consulting and litigation support services. Currently seeking experienced Tax Managers to join our team in the Redwood Shores office Summary: Responsibilities will include a full array of tax services in the areas of individual, partnership, corporate, trusts, estates and not-for-profit organizations and consulting to high net worth entrepreneurs, businesses and family groups. Industries include real estate, investment companies, professional service companies, hi-tech, manufacturing, distribution and not-for-profit organizations. Minimum Requirements: - Minimum of 6-10 years of recent public accounting experience - Bachelors in Accounting or Masters Degree in Accounting or Tax - CPA preferred and/or J.D./LLM in Taxation - Strong technical knowledge and a developing area of expertise - Excellent verbal and written communication skills - Strong project management, organization, and analytical skills - Team management skills including ability to lead, direct and coach - Ability to build & cultivate strong personal relationships with peers in firm and the business community - Excellent business skills and appropriate industry knowledge - Business Development acumen - Must successfully pass a background check
ESSENTIAL SKILLS	Duties will include, but not be limited to: - Manage day-to-day client relationships and maintain positive client satisfaction - Seeks opportunities to be creative and innovative in serving clients - Work closely with engagement partner and staff to meet client expectations - Manage the assignment budgets and profitability in area of responsibility - Keep current on applicable professional standards - Develop new client contacts and relationships beneficial to the firm - Participate in civic, business, community, and philanthropic activities - Understand Seiler's full services and industry capabilities - Role model and mentor to new and existing staff - Keen interest in personal career growth & development - Assist in firm administrative functions as assigned by the partners - Participate in recruitment, business planning and retention initiatives

JOB NUMBER	2487	JOB TITLE	Audit Senior
JOB TYPE	Search	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/28/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assisting a medium sized CPA firm with over 30 professional staff and growing, in the search for an experienced Audit Senior. Requirements: - At least 5 years recent experience performing all phases of audits and reviews for privately held companies, as well as preparing the related entity and individual tax returns. - Strong oral and written communication skills. - Licensed CPA - Solid working knowledge of CCH's Engagement or similar paperless audit software. - Solid understanding of GAAP, audit and review standards - Strong supervisory skills and ability to run multiple engagements If you feel you are an ideal candidate for this position, please submit your resume and cover letter to craig@tssjobs.com with the job title in the subject line.
ESSENTIAL SKILLS	TBD

JOB NUMBER	62891	JOB TITLE	Contract Compliance Project Manager
JOB TYPE	Temp	HOURS	Full Time
SALARY RANGE	$45 - $55/hour	JOB POSTED	12/29/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assisting a well known bank in their search for a Compliance Project Manager. This is a full time contract position that is project based. Must have the following experience and skills. • MUST HAVE EXPERIENCE WITH MANAGING PROJECTS FROM START TO FINISH • MUST HAVE BANKING EXPERIENCE • Strong experience with BSA, ALI and Regulations D as they apply to Deposit Services department • Working knowledge of related Regulations and IRS Guideline for Tax Reporting (1099,1098, B-Notice W8, Non Resident Alien status, etc.) • Experience with IRS Correction filing process • Proven ability to communicate with all levels of staff, from Executive Management to line level support staff, achieving desired results • Hands on AND Management experience in a financial services industry institution, small or mid-size • Experience with Deposit Accounts and Personal Loans from both a working regulatory and system perspective. • Escheat Processing • Requires a minimum of 5 years of Project Management experience • Requires a comprehensive background in banking operations and ancillary solutions
ESSENTIAL SKILLS	To apply for this position, please submit your resume and cover letter to cynthia@tssjobs.com with “Contract Compliance Project Management” + in the subject line.

JOB NUMBER	1789	JOB TITLE	Personal Banker/ Business Developement - East Bay
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/29/11
START DATE	TBD	LOCATION	East Bay
JOB DESCRIPTION	Want to take your career to the next level in Banking? Tired of not being able to provide your customers with the service they deserve? Then this is the position for you. We are working with a prestigious San Francisco Bay Area bank in their search for the perfect Personal Banker. The Personal Banker is responsible for providing quality customer service, cross selling banking products and maintaining branch operations along with the management. With a thorough, in-depth knowledge of all of the bank’s products, the personal banker will be expected to consistently meet established sales goals. Expected duties include: -50% of your time will be spent in the field developing new Business Banking relationships in the Tri-Valley area. -Selling all bank products by referring customers to the appropriate person for the most effective cross-sell potential. -Establish and main professional relationships with cus6tomers to ensure repeat and referral business. -Provide excellent customer service to current and potential customers. -Process customer transactions and file and maintain bank records in compliance with branch policies and procedures. -Prepare and balance daily work, bank deposits, ATM and night depository.
ESSENTIAL SKILLS	To be successful in this position, the Personal Banker must have at least 4 years of experience in banking with strong business development experience, impeccable customer service skills, a proven sales track record, familiarity with new accounts, community outreach and must be computer and operations savvy.

JOB NUMBER	1451	JOB TITLE	Commercial Loan Officer
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	12/28/11
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	Currently we are seeking a Commercial Loan Officer. The successful candidate will be responsible for the maintenance and development of an assigned portfolio of loan relationships. Acts as a consultant to clients and a resource to the bank in developing and retaining business. Will underwrite a wide variety of complex secured and unsecured loans and lines of credit. Analyzes financial statements, financial ratios, tax returns, and other documents to evaluate risk exposure and prepares written loan recommendations that are consistent with bank objectives. In complex situations, may work directly with the client and or the account officer to determine the most appropriate financing solution.
ESSENTIAL SKILLS	Requirements: Requires a Bachelor’s degree in Finance or Accounting or related field. Three to Ten years of experience in credit underwriting of commercial loans, with a thorough understanding of commercial lending, loan documentation, real estate secured transactions, valuation methodologies, lending regulations, and financial and credit analysis. Ability to use creativity, knowledge, and experience to structure loans in a manner that is mutually beneficial to the customer and to the bank. Must be able to work autonomously to make sound credit decisions and be able to assume an appropriate level of responsibility commensurate with experience. Outstanding written and verbal communication skills. Attention to detail and accuracy in all aspects of work assignments. Strong Organizational Skills with the ability to set priorities and meet deadlines. Intermediate PC skills with MS Word and Excel.

JOB NUMBER	849819	JOB TITLE	Tax Manager
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	$120K - $140K DOE	JOB POSTED	12/29/11
START DATE	TBD	LOCATION	San Francisco & East Bay
JOB DESCRIPTION	MANAGER General • Consistently performs all Supervisor-level proficiencies well. • Minimum of 6 years experience and often 7 or more • Attest CPA certification • May have advanced accounting or taxation degree Specific 1. Technical Knowledge a. Highly skilled in all areas of tax and audit. b. Highly proficient in tax research c. Consistently identifies and effectively deals with all minor and most major issues with minimal input from partners d. Can find the answer to nearly all questions either through RIAiBNA research, Web resources or partner or other professional contacts' input e. Sufficient technical knowledge to supervise senior accountants in both audit and tax f. Instructs and helps develop content for firm training sessions 2. Work Product a. Work product is fit to be delivered to a client. 3. Project Management a. Effectively manages multiple projects/engagements including scheduling, staffing, supervision and partner schedules to deliver work product within client requirements b. Plans for future project demands, and negotiates with other BCO team members to use BCO resources effectively and reduce overtime demands c. Recognizes opportunities to provide additional services to existing clients 4. Managerial Development a. Invests time in staff advancement, and demonstrates ability to develop staff through to promotion b. Supervises others' preparation of work on nearly all projects and provides timely and constructive feedback c. Communicates effectively with team members and clients to handle difficult situations with grace and tact. d. Has demonstrated ability to motivate, mentor and teach staff e. Participates in development of new clients 5. Client Complexity & Variety a. Continues to develop in multiple areas of expertise (client type and industry)
ESSENTIAL SKILLS	SUPERVISOR General • Minimum of 5 years experience and often 6 or more • Demonstrates effective project management and staff supervision • Delegates work effectively • Substantial progress towards attest CPA certification Specific 1. Technical Knowledge a. Proficiency in all areas of taxation b. Highly proficient with research tools - RIA & BNA for complex tax, accounting, and audit questions. c. Consistently identifies nearly all complex issues in tax returns and audits/reviews d. Obtain answers to all questions identified - either through research or asking team members e. Stays current on new GAAP and SAS pronouncements f. Thorough understanding of generally accepted auditing standards and multiple auditing procedures and techniques i. Understands the risks associated with all balance sheet accounts and transaction classes ii. Can effectively apply a variety of audit techniques to gain comfort over the accounts and transaction classes. g. Applies and shares technical skills gained through continuing education. 2. Work Product a. Awareness of AICP A standards in workpaper preparation (meeting the "reperformance" standard). b. Work product is delivered to reviewer in a manner that would be fit to deliver to a client. c. Work papers are complete and thorough with minimal changes needed from reviewer - major issues will have already been identified and discussed with reviewer. 3. Project Management a. Serves as primary client contact on a number of projects/engagements, and clients are generally pleased to discuss issues with the supervisor when the partner is not available. b. Supervises staff on all tax and financial statement engagements, and effectively manages work to develop staff and complete projects within budget. c. Communicates progress of projects to all members of team timely 4. Managerial Development a. Effectively delegates work to other team members to manage engagement/project budget and keep staff busy b. Demonstrates desire to develop staff through to promotion c. Leads implementation of firm initiatives 5. Client Complexity & Variety a. Recurring work on all types of tax entities - corporate, partnership, LLC, S corporation, trusts b. Demonstrates understanding of major issues for clients they are assigned to (including industry specific issues). c. Consistently identifies and effectively handles multiple significant transactions - mergers, tax deferred exchanges, succession planning, etc. d. Demonstrates consistent proficiency in completing all returns in an area of expertise (including very complex returns) e. Consistently identifies and effectively handles complex audit/review issues with minimal need of partner guidance. f. Frequently serves as initiator of IRS/FTB correspondence.

JOB NUMBER	12623	JOB TITLE	Commercial Credit Administrator
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	$105K - $115K DOE	JOB POSTED	12/29/11
START DATE	TBD	LOCATION	Marin County
JOB DESCRIPTION	We are assisting a local community bank in their search for a VP/Commercial Credit Administrator. Summary: Manage the safe growth of the Bank’s loan portfolio, with emphasis on Commercial Loans. In a team-oriented environment, maintain a high degree of customer service while also maintaining the integrity of the credit management process by ensuring credit presentations are accurate and thorough, risk grades are accurate and timely, and loan structures are appropriate to manage risk. Support ongoing improvement in the credit process by recommending and implementing policy and procedures modifications as necessary to meet market and regulatory changes. Provide ongoing guidance and training to promote staff professionalism and growth. Essential Duties: Independently: • Maintain integrity of credit management process by enforcing Bank policies and procedures. • Assist management of problem loans. • Approve within delegated authority Credit Recommendations and Special Action Credit Report forms for complex credits. • Review documentation for accuracy and consistency with approvals. • Using analytical abilities accurately interpret and evaluate financial reporting documents, including cash flow, balance sheet metrics (e.g. working capital, leverage, etc.) as it pertains to repayment sources. • Accurately risk grade credits. • Identify and accurately assess key credit risks, and the factors that mitigate these risks sufficient to approve loan commitments for complex credit actions. • Recommend or approve credit structures that monitor and mitigate key credit risk factors. • Using published underwriting guidelines, accurately underwrite and approve complex personal and business credits and commercial real estate loans. • Accurately evaluate title research documents such as UCC filings, preliminary title reports, to gauge priority of liens and collateral strength. • Interpret credit background information such as Equifax, D&B reports, to evaluate strength of sources of repayment. • Prepare for customer and prospect calls, to support account officer activities. • Provide training support to credit analysts. • Monitor covenant compliance process. • Propose new or modifications to existing lending policies and procedures as necessary.
ESSENTIAL SKILLS	Required Skills:Must have 5 years of credit experience. C&I Lending experience • Excellent accounting knowledge (college coursework or equivalent work experience) as applied to credit underwriting. • Computer skills including, at a minimum, proficiency with Microsoft Word and Excel. • Proficient in Bank loan and deposit accounting systems. This position reports to the Chief Credit Officer.

JOB NUMBER	12625	JOB TITLE	Financial Advisor
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	Commission	JOB POSTED	01/03/12
START DATE	TBD	LOCATION	Peninsula
JOB DESCRIPTION	We are assisting a well known financial services firm in their search for a Series 7 Financial Advisor. They are a forward thinking and progressive firm that believes in a positive work culture as well as a firm belief that a company should stand behind and support their advisors. If you are looking for the autonomy to be an independent advisor with the support of being part of a wirehouse, this is the firm for you. They offer a comprehensive transition process with everything from transferring licenses to your office setup. Below are the duties and responsibilities as well as the required qualifications for this position. Duties and Responsibilities - Giving the most ideal advice to a client depending on their short or long term financial goal - Stocks Bonds, Retirement Plans, Annuities and Mutual Funds - Offering the best possible asset management advice - May undertake retirement planning for clients - Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved - Helps the client balance the acquisition of assets against the need to have liquid cash to meet his day to day expenses
ESSENTIAL SKILLS	Education and Qualifications - Current book of business of $150K to $300K - A minimum of a bachelor’s degree in Financial Accounting - An MBA and/or a CPA will be a great advantage - FINRA Series 7 and 63 licensing required in addition to meeting FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License - Series 65 and/or 66 license preferred (If you do not currently hold these licenses, you will be required to obtain them) - At least four years of financial service sales experience (phone-based sales a plus) - Excellent communication and organizational skills - Acceptable compliance record in prior position(s) - Investment sales, insurance and financial planning experience - Track record that demonstrates exceptional sales production If you feel you are an ideal candidate for this position, please email your cover letter and resume to cynthia@tssjobs.com for consideration.

JOB NUMBER	12626	JOB TITLE	District Manager
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	$48K + Bonus	JOB POSTED	01/03/12
START DATE	TBD	LOCATION	Peninsula
JOB DESCRIPTION	We are assisting a well known financial services firm in their search for a District Manager. They are a forward thinking and progressive firm that believes in a positive work culture as well as a firm belief that a company should stand behind and support their advisors. If you are looking for the autonomy to be an independent advisor with the support of being part of a wirehouse, this is the firm for you. They offer many benefits, one of which is the ability to transfer to any location companywide after one year of managing an office. Primary Duties and Responsibilities: Provide leadership to the division thereby ensuring growth in sales, number of financial advisors, new client acquisition, assets under management and advisor productivity. - Target, recruit, select and license new advisors. - Provide professional development and leadership to advisors, district supervisors, and staff. - Increase sales volume. - Increase number of new clients and assets under management (AUM). - Support compliance practices in accordance with FINRA and corporate supervisory procedures. - Support corporate initiatives as defined by company management. If you are interested in joining a firm with an unmatched advisor-focused and client-centered culture, we invite you to contact us today.
ESSENTIAL SKILLS	Requirements: Demonstrated track record of success as a Sales Manager in the Financial Services Industry. - Minimum of 2 years sales experience in the investment, insurance and/or financial planning arena. - Minimum of 1 year financial services sales management experience, including recruiting and developing advisors. - Series 7, Life & Health License. - Demonstrated leadership skills and documented pattern of success. - Effective communication skills. - Adherence to all compliance regulations and directives. - Commitment to a financial planning philosophy and superior client service.

JOB NUMBER	189198	JOB TITLE	RMS/Teller Systems Support Specialist
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	01/03/12
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	The RMS/Teller Support Specialist is responsible for providing professional and knowledgeable assistance to the banking offices, via phone and email communications. This includes, but is not limited to: procedural, technical, regulatory and functional guidance; ability to identify potential banking concerns and working with management to implement documented solutions. Position supports application testing, upgrades, and roll-outs. Requires minimal scheduled availability during evening, weekend, and holiday hours. Responsibilities include the following: 1) adhering to and complying with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc). 2) adhering to Bank policies and procedures. 3) completing required training. 4) identifying and reporting suspicious activity to the AML Officer. 5) knowing and verifying the identity of any customer(s) that enter into a relationship with the Bank.
ESSENTIAL SKILLS	Candidate should: - Be very detail oriented - Be very flexible (projects are added all the time) - Be a strong team player with demonstrated enthusiasm - Be comfortable with computer systems (MS Excel, Word required and MS Access experience a plus) - Be self-driven and comfortable working with minimal direct supervision - Have some active project participation/project management experience - Must have banking experience, preferably as a Teller and Personal Banker.

JOB NUMBER	19819	JOB TITLE	Audit Supervisor
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD DOE	JOB POSTED	01/04/12
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assisting a well known CPA firm in their search for an Audit Supervisor. The Audit role will be responsible for a full array of audit & consulting services for our privately held company clients in a variety of industries including but not limited to real estate, investment/private equity, professional services, distribution companies, and not-for-profit organizations. In this highly visible and responsible role the supervisor will have frequent interaction with client teams, partners and staff. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for the professional development of staff. They must thrive in a fast paced environment while effectively managing their time to meet deliverables with the highest level of professionalism and accountability. Essential job duties will include, but not limited to: - Responsible for performing and supervising field work for client audits and staff engagement teams - Understand engagement partner/manager’s expectations of the engagement and deliverables - Work closely with engagement partner, manager, and staff to meet client expectations and deliverables - Be able to balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints - Communicate effectively with clients and client’s staff to provide the highest quality of client service - Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members - Keep current on applicable audit and accounting professional standards - Develop an understanding of client’s business and industry and routinely seek information from the client regarding their needs and concerns - Proficient with technology related to audit/accounting and research software - Be able to manage and prioritize to meet expectations in a deadline driven, fast paced environment - Be able to travel and commute to client sites - Be able to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations
ESSENTIAL SKILLS	Minimum Requirements: - Must have 5 years of public accounting experience in a professional services firm - Must hold a Bachelor’s degree in Accounting, Business Administration or Economics - Strong accounting background and able to deal with complex accounting issues - Strong technical knowledge with a thorough understanding of generally accepted accounting and audit standards, procedures and techniques - Experience working with privately held companies, investment/private equity, professional services, distributions companies, and/or non-profit organizations a plus - Must be committed to best practices of the firm and consistently demonstrate ethical behavior - Must have excellent project and time management skills - Must be extremely detail-oriented - Must be able to be flexible in a variety of situations and be a team-player - Excellent verbal and written communication skills - Licensed CPA preferred - Must successfully pass a background check - Must possess effective personnel management skills, including being able to effectively supervise, train and manage team members and/or subordinates.

JOB NUMBER	298198	JOB TITLE	Executive Assistant
JOB TYPE	Temp to Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	01/04/12
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	Basic Skills and Experience Required: Experience working for a C-level Executive 5+ years working in a fast paced environment Advanced Outlook, Microsoft Office and PowerPoint skills Microsoft Access a plus Ability to juggle multiple priorities and take initiative Detail Oriented and flexible Proactive and tenacious work ethic Results-oriented Able to work as a team player to help the team reach their goals Responsible self-starter who enjoys keeping busy and can work independently

JOB NUMBER	11141	JOB TITLE	Senior Business Analyst Project Manager
JOB TYPE	Temp	HOURS	Full Time
SALARY RANGE	$30 - $50 per hour	JOB POSTED	01/05/12
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are assisting a well known San Francisco bank in their search for a Senior Business Analyst Project Manager. This role will require self-direction for creative solutions and execution of all levels of project tasks. Primary responsibility for developing, documenting and communicating a strong process to implement a new check processing application, nationwide, that meets Federal and State regulatory requirements and adheres to the bank's existing policy and procedures. This individual will work across business units on multiple processes within various departments.
ESSENTIAL SKILLS	The ideal candidate will have the following skills: - Significant business systems analysis experience on project that uses established project development methodology - Strong hands-on business system analysis experience and development of work products such as business requirement documentation, workflow diagrams and related tools to communicate business solutions - Accountability for identifying and executing all tasks needed for assigned deliverables - Project Management skills, PMP Certification a plus. - Extensive knowledge of Federal and State regulations relating but not limited to: - Check 21 - Reg CC - Item Processing and forward collections - Attention to detail with high degree of accuracy. - Proven experience developing creative solutions - Ability to identify, communicate, analyze and mitigate risk exposure. - Excellent communication skills, written and oral. - Strong working knowledge of Word, Excel and Outlook. - Full understanding of professional, ethical and legal standards (including confidentiality) and can maintain these standards while working under maintain these standards while working under pressure. - Outstanding organizational and time management skills. - Ability to be effective team player and to think and work independently - Flexible work schedule. - Some travel may be required To apply for this position, please submit your resume and cover letter with “Sr. Biz Analyst” in the subject line of your email. Submissions not following these instructions will not be considered.

JOB NUMBER	5418	JOB TITLE	Relationship Manager
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	01/06/12
START DATE	TBD	LOCATION	Peninsula
JOB DESCRIPTION	Relationship Managers are responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, deposits, and investment management assets. The individual will acquire clients and build relationships by providing superior client service to achieve financial objectives within a team environment with an uncapped incentive compensation plan and competitive benefits.
ESSENTIAL SKILLS	Requirements: The successful candidate must be highly self-motivated, entrepreneurial and passionate about growing a business in a team environment. Qualifications include a bachelor’s degree plus a minimum of five to ten years lending experience with proven credit skills and an existing private client base. This is a position for the person who loves acquiring clients and managing relationships.

JOB NUMBER	28949	JOB TITLE	Associate - Lending
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	01/06/12
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	The objective of the Associate position is to learn all the skills required to become a successful Relationship Manager who can build and maintain a relationship-based client portfolio and who can identify lead product opportunities, as well as cross-sell a diversified product portfolio to a sophisticated high net-worth client base. This includes developing and maintaining private client, professional and business banking relationships which will include the generation of deposit accounts, investment advisory accounts, loans and lines-of-credit, trust, and brokerage referrals. Successfully complete a 3-6 month training program (depending on experience) that includes a rotation through core bank functions including credit, deposit operations, business banking, Trust, marketing, investments, brokerage, and information technology (to develop customer data bases and other support functions ) Successfully complete a 1-2 year apprenticeship under a successful senior relationship manager, learning every component of the business including loan processing, customer service, sales skills, building long-term relationships, and client networking. Initially service existing clients by preparing and maintaining loan documentation, maintain customer transactions by phone, mail, email, or direct meetings. Learn to explore opportunities to expand existing relationships through careful identification of customers’ total financial profile. Attend sales calls in the office and in the field with senior relationship manager to learn the process of exploring client needs. Following an initial approximately 18-24 month apprenticeship, assume full responsibility for servicing a diverse client base. Continue to learn the full scope of bank products in lending, deposits, business banking, investment management, brokerage services, and trust services. Willingness to perform whatever duties are required to provide superior service to clients and maintain long-term relationships. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor.
ESSENTIAL SKILLS	College undergraduate degree in business administration is desired 1-2 years prior work experience in banking or financial services preferred Strong analytical skills Very strong customer service, sales, and networking skills Position requires strong desire to develop and perfect sales skills Position will require a securities license (Series 7 & 63) within first 18-24 months

JOB NUMBER	5168519	JOB TITLE	Branch Manager
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	TBD	JOB POSTED	01/06/12
START DATE	TBD	LOCATION	East Bay & Peninsula
JOB DESCRIPTION	We are currently assisting a prestigious Bay Area bank in the search for a responsible Bank Manager for the Contra Costa County area and the Peninsula. In this role, the Bank Manager is responsible for the administration and daily operations of their branch. The branch requires an aggressive sales and service manager to drive its growth, develop new deposit and loan business, and guide and motivate staff to meet branch goals. The successful candidate must be a good role model, able to provide a superior level of customer service and meet personal sales goals while fostering the employee-focused sales and service culture of the bank.
ESSENTIAL SKILLS	At least 3 years of recent Bank Management experience Strong leadership skills Training and supervisory skills Deep knowledge of bank operations, lending, product sales, customer service, and security & safety protocols The ideal candidate is a community member with a proven sales record.

JOB NUMBER	12657	JOB TITLE	Executive Assistant - Investment Banking
JOB TYPE	Direct Hire	HOURS	Full Time
SALARY RANGE	$60K - $70K DOE	JOB POSTED	01/11/12
START DATE	TBD	LOCATION	San Francisco
JOB DESCRIPTION	We are currently assisting a well known investment banking firm in their search for an Executive Assistant. The position responsibilities include but aren’t limited to: Supporting 2 Managing Directors, 1 Sr. VP & 1 Analyst. Prepare reports using Excel and presentations. Coordinate all travel including itineraries. Coordinate both on & off-site meetings using Outlook. Communication with clients.
ESSENTIAL SKILLS	Requirements: Must have a minimum of 3 years of Executive Administrative Assistant experience. Must have worked for an Investment Banking firm. Highly organized to maintain 4 busy executives’ days. Excellent written and verbal communication skills. Health & Technology division is the fastest growing group within the firm. This would be a great growth opportunity. If you feel you are a good fit for this position, please submit your resume and cover letter to info@tssjobs.com with “Executive Investment Assistant” in the subject line. All submission not adhering to these directions will not be considered.