NewReal Estate Paralegal/Legal Assistant JobotReal Estate Paralegal/Legal AssistantIrvine, CA$75,000–$90,000 / yearA privately held real estate investment and development firm is seeking a highly organized Real Estate Paralegal to support its legal, transactions, and asset management functions. 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.
Senior Litigation Attorney - Real Estate & Business G10 Law, APLCSenior Litigation Attorney - Real Estate & BusinessCarlsbad, CA$175,000–$225,000 / yearFull timeThis is an opportunity for a litigator who enjoys taking ownership of cases, working directly with clients, and practicing law at a high level without the pressure and bureaucracy common at larger firms. You'll handle meaningful matters, help shape strategy, and work alongside a collaborative team that values results, professionalism, and balance.
NewAssociate Attorney - Real Estate Vaco LLCAssociate Attorney - Real EstateCosta Mesa, TX$260,000–$390,000Requirements:3-6 years of experience in commercial real estate ("CRE") finance, including advising leading financial institutions and private equity lenders on complex real estate finance matters that include hotels and resorts, industrial and distribution centers, high-rise office buildings, biomedical research complexes, and nursing facilities. Determining 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.
NewAssociate Attorney (5+ years) -- Real Estate Litigation JobotAssociate Attorney (5+ years) -- Real Estate LitigationCerritos, CA$175,000–$250,000 / 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.
NewRelationship Manager I (Commercial Real Estate) JobotRelationship Manager I (Commercial Real Estate)Lakewood, CA$120,000–$160,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. 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.
NewReal Estate Sales Agent Weichert, RealtorsReal Estate Sales AgentLong Beach, CAWhether you’re new to real estate or a seasoned closer, we provide proven sales training, advanced technology, and ongoing support to help you grow your pipeline, close more deals, and maximize your income. Backed by the Weichert® brand, we combine local market expertise with national resources, proven systems, and powerful sales tools to help our agents close more deals and deliver exceptional client experiences.
Senior Accountant â Real Estate Industry Kinetic Personnel GroupSenior Accountant â Real Estate IndustryAnaheim, CA$85,000–$90,000 / yearThis role supports the CFO and Accounting team in financial reporting, maintaining fiscal records, and preparing accurate financial statements. Position Summary: The Senior Accountant is responsible for maintaining accounting practices and internal controls across multiple affiliated entities.
Real Estate Sales Listing Coordinator Team Tackney GMT Real EstateReal Estate Sales Listing CoordinatorGarden Grove, CAp>We are seeking a highly organized, detail-oriented Listing Coordinator to join our growing residential real estate team in West Garden Grove. This is a key support role that ensures our listings are professionally presented, accurately marketed, and seamlessly managed from start to finish.
NewREMOTE Senior Estate Planning Attorney — Established Regional Firm — Up to $300k Total Comp JobotREMOTE Senior Estate Planning Attorney — Established Regional Firm — Up to $300k Total CompIrvine, CARemote$150,000–$225,000 / yearFounded over a century ago and headquartered in Southern California, we are the region's largest and most established law firm — 40+ attorneys, nearly a thousand years of combined experience, and a client base that spans high net worth families, developers, municipalities, and closely held businesses. 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.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)Murrieta, 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.
NewEstate & Trust Attorney Soto Law Group, APCEstate & Trust AttorneyNewport Beach, CA$115,000–$145,000 / yearOur Probate & Trust Litigation Attorney is responsible for handling non contested & contested probate and trust matters, advising clients on fiduciary disputes, and representing beneficiaries, trustees, and executors in litigation proceedings. This role requires strategic case management and the ability to independently manage complex matters while collaborating with the firm’s Estate Trust and administration teams.
Associate Attorney - California Plante Huguenin Launi Kahn LLPAssociate Attorney - CaliforniaIrvine, CA$130,000–$180,000 / yearFull timeThis is an excellent opportunity for an attorney who wants meaningful litigation experience, strong mentorship, direct client interaction, and a long-term growth path with a respected regional firm. We believe good attorneys do their best work when they are supported, respected, and given opportunities to grow.
NewAsset Management Analyst JobotAsset Management AnalystSan Clemente, CA$80,000–$120,000 / yearAs these primary responsibilities are consistently met at a high level, it's expected that your scope of asset management work will expand in future years to include other traditional asset management duties (i.e., lease administration, covenant tracking, insurance, security deposits, etc.) now primarily addressed by others in our department. A publicly traded real estate investment trust headquartered in coastal Southern California, my client specializes in the acquisition, ownership, and leasing of skilled nursing facilities, senior housing, and healthcare-related properties across the U.S. and internationally.
NewProject Manager JobotProject ManagerNewport Beach, CA$130,000–$150,000 / 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. Whether it is office space upgrades, or technical infrastructure rework, our reliable and highly skilled team is able to provide fast and quality support.
NewEscrow Assistant JobotEscrow AssistantOrange, CA$30–$30 / 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. If interested, apply directly, and also feel free to email your latest resume and your desired base salary requirements to https://jobot.com/apply/escrow-assistant/1181958114?utm_source=Monster.
NewAppraisal Manager (CRE) JobotAppraisal Manager (CRE)Lakewood, CA$150,000–$170,000 / yearThe Appraisal Manager oversees third-party appraisers and appraisal reviewers, manages the Bank’s appraisal management system, supports lending teams through expert guidance, and serves as a key risk partner to the Chief Risk Officer. 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.
NewSenior Accountant Vaco LLCSenior AccountantIrvine, CA$45–$51Determining 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 Litigation Attorney JobotSenior Litigation AttorneyMission Viejo, CA$220,000–$250,000 / 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.
NewTax Director JobotTax DirectorIrvine, CA$225,000–$300,000 / 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 an excellent opportunity for Tax Senior Manager or Director who has high career aspirations and wants to be on a leadership path with a tax team doing over $10M in annual revenue!
NewCommercial Litigation Attorney — $180k to $275k + Bonus — Hybrid Remote — Regional Firm JobotCommercial Litigation Attorney — $180k to $275k + Bonus — Hybrid Remote — Regional FirmCosta Mesa, CARemote$180,000–$275,000 / yearThe Business Litigation Group handles complex commercial disputes across state and federal courts and domestic and international arbitration — representing publicly traded companies, closely held businesses, non-profits, and LLCs across construction, financial services, technology, media, real estate, transportation, oil and gas, and professional services. The Business Litigation Group has been preeminent in California for decades, with a long track record of success across jury trials, bench trials, arbitrations, and appeals in complex, high-exposure matters.
NewSenior Tax Manager JobotSenior Tax ManagerAnaheim, CA$200,000–$275,000 / 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. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewSenior Property Accountant Vaco LLCSenior Property AccountantIrvine, CA$50–$55Determining 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.
NewPurchasing Coordinator Vaco LLCPurchasing CoordinatorIrvine, CA$29–$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.
NewEmployment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — California JobotEmployment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — CaliforniaCosta Mesa, CARemote$180,000–$275,000 / yearThe Labor & Employment Group carries a national reputation for landmark victories before courts, administrative agencies, and in the legislative forum, with attorneys directly responsible for key changes to the California Labor Code and Industrial Welfare Commission Wage Orders. The Labor & Employment Group carries a national reputation defending employers in complex litigation, administrative proceedings, and the legislative forum — representing clients across manufacturing, healthcare, construction, transportation, entertainment, and financial services.
NewLitigation Partner -- Business & Commercial, Labor & Employment ($500K+ book required) JobotLitigation Partner -- Business & Commercial, Labor & Employment ($500K+ book required)Artesia, CA$300,000–$500,000 / 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.
NewCorporate Partner Attorney -- M&A, Financing, Venture Capital ($500K+ book required) JobotCorporate Partner Attorney -- M&A, Financing, Venture Capital ($500K+ book required)Irvine, CA$275,000–$450,000 / 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.
NewTrust & Estates Tax Manager JobotTrust & Estates Tax ManagerIrvine, CA$140,000–$180,000 / 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. We team up with ambitious, closely held companies and family-owned businesses, whether they’re just getting started or generating up to $250M in revenue, who are ready for more than what a traditional firm can offer.
NewREMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesOrange, CARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
NewAssociate Attorney JobotAssociate AttorneyIrvine, CA$180,000–$240,000 / 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. Repeatedly ranked by Chambers USA, we are known for our comprehensive legal services in construction, suretyship, government and construction contracts, real estate, and bankruptcy.
NewLegal Secretary JobotLegal SecretaryIrvine, CA$80,000–$100,000 / 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. Repeatedly ranked by Chambers USA, we are known for our comprehensive legal services in construction, suretyship, government and construction contracts, real estate, and bankruptcy.
NewAccounts Receivable Vaco LLCAccounts ReceivableIrvine, CA$25–$30Determining 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.
NewAssistant Maintenance Supervisor Sares-Regis GroupAssistant Maintenance SupervisorAliso Viejo, CA$27–$29 / hourSares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. The Assistant Maintenance Supervisor is responsible for the supervision and coordinating of employee activities and outside contractors engaged in maintaining and repairing physical structures of buildings and maintaining grounds.
NewJr. Staff Accountant Vaco LLCJr. Staff AccountantIrvine, CA$25–$30Determining 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.
NewTraining Content Creator Vaco LLCTraining Content CreatorIrvine, 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. 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.
NewTax Manager Vaco LLCTax ManagerIrvine, CA$123,000–$153,000Determining 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.
NewAdministrative Assistant Vaco LLCAdministrative AssistantIrvine, CA$25–$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.
NewTrademark Associate Attorney Vaco LLCTrademark Associate AttorneyCosta Mesa, TX$310,000–$420,000Determining 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.
NewMortgage Loan Officer (Irvine, CA) ZillowMortgage Loan Officer (Irvine, CA)Irvine, CA$12–$25These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Zillow was named one of FORTUNE 100 Best Companies to Work For® in 2025, and included on the PEOPLE Companies That Care® 2025list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
NewInternet Sales Coordinator Lennar CorporationInternet Sales CoordinatorIrvine, CALennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
NewOutside Sales Representative Pacific Coast Cleaning, Inc.Outside Sales RepresentativeAnaheim, CA$85,000–$110,000 / yearOver the past decade, we’ve developed sparkling relationships with clients by enhancing the appearance, viability, longevity, and overall value of their properties – while always delivering on schedule. You will also be the key contributor in the continued refinement and deployment of our strategic marketing plan, sales strategies, customer relations, and new business acquisition processes.
NewFacility Workplace Coordinator *US AMR-Jones Lang LaSalle Americas, Inc.Facility Workplace CoordinatorCosta Mesa, CA$28–$35 / hourWhether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. You'll serve as the frontline problem-solver and operational backbone for your assigned sites, supporting seamless business operations while directly impacting workplace experience and satisfaction.
NewSales Executive Marriott Vacations WorldwideSales ExecutiveNewport Coast, CAAs a Sales Executive Trainee, you will assist in providing our Owners/guests with experiences and events to make memorable vacation memories, where meaningful moments are made together. Reach overhead and below the knees, perform bending, twisting, pulling, and stooping, and be able to stand, sit, or walk for an extended period of time.
NewSales Executive FTB Marriott Vacations WorldwideSales Executive FTBNewport Coast, CADevising Sales Approaches and Solutions - Trying different and novel ways to deal with sales challenges and opportunities; taking courses of action or developing sales solutions that appropriately consider available facts, constraints, competitive circumstances, and probable consequences. Problem Solving and Decision Making - Identifying and understanding issues, problems, and opportunities; obtaining and comparing information from different sources to draw conclusions, develop and evaluate alternatives and solutions, solve problems, and choose a course of action.
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.
NewFamily Law Attorney The Grey Legal Group, APCFamily Law AttorneyMurrieta, CA$100,000–$180,000 / yearHard-working TEAM player responsible for all aspects of a client's case, including communicating with clients and other counsel, drafting pleadings, conducting discovery, preparing for and attending court hearings, settlement conferences, performing legal research, and preparing for and attending trials. If you enjoy navigating sensitive legal issues of family law, including child custody and domestic violence, but also find business law and tax law interesting, we might be a great fit for you!
NewFacilities Coordinator *US AMR-Jones Lang LaSalle Americas, Inc.Facilities CoordinatorCosta Mesa, CA$28–$35Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. You'll serve as the frontline problem-solver and operational backbone for your assigned sites, supporting seamless business operations while directly impacting workplace experience and satisfaction.
NewStrategic Real Estate Anduril IndustriesStrategic Real EstateCosta Mesa, CA$165,000–$220,000 / yearWith approximately 8,000 employees worldwide and a diverse real estate portfolio spanning over 3 million square feet-including modern office spaces, cutting-edge R&D facilities, and high-capacity manufacturing sites-we are committed to operational excellence, strategic growth, and cost-effective resource management. Real Estate Portfolio Optimization: Pioneer portfolio transformations-strategic expansions, developments, and acquisitions -leveraging divisional geo strategies and analytics to align real estate plans with workforce dynamics, supply chain resilience, and market opportunities.
NewCommercial Real Estate- Real Estate Banking Program Analyst JPMorgan Chase & CoCommercial Real Estate- Real Estate Banking Program AnalystIrvine, CAYou will gain hands-on exposure by working directly with team members, participating in projects, and learning the end-to-end sales process across Sales/Originations, Credit/Risk, Treasury Services, and Portfolio Management. As a Real Estate Banking Analyst within the Commercial Real Estate (CRE) group, you… support national and regional real estate clients by helping develop customized financial solutions and transaction support.