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Addition Financial Jobs in California (NOW HIRING)

Financial Analysis

Santa Clara, CA · On-site

$133K - $183K/yr

SPG FP&A Analyst We are looking for a FP&A Analyst to help drive forecast and close cycles ... In addition to a comprehensive benefits package, candidates may be eligible for other forms of ...

SPG FP&A Analyst We are looking for a FP&A Analyst to help drive forecast and close cycles ... In addition to a comprehensive benefits package, candidates may be eligible for other forms of ...

Financial Engineer Location: CA - Westlake Village What you'll do: As a Financial Engineer, you ... In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We ...

Financial Analyst

San Diego, CA · On-site

$39.84 - $49.63/hr

Prepare monthly financial reports, forecasts, and budget analyses * Perform variance analysis and ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Financial Analyst LHH Detroit, Michigan, United States (Hybrid) Save Apply LHH Recruitment ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

In addition to our awesome culture, we offer a comprehensive benefits package designed to support ... and financial services. For more details, feel free to inquire during the interview process.

In addition to our awesome culture, we offer a comprehensive benefits package designed to support ... and financial services. For more details, feel free to inquire during the interview process.

Financial Analyst

San Jose, CA · On-site

$35 - $45/hr

The Financial Analyst supports the credit union's financial planning, reporting, forecasting, and ... addition to competitive salary: * Medical, Dental, Vision, Life, and Long-Term Disability ...

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Addition Financial information

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need a solid grounding in finance, investment strategies, and personal financial planning, typically backed by a relevant degree and licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, active listening, and trust-building abilities help financial advisors connect with clients and tailor solutions to their goals. These competencies are crucial for building client relationships, providing sound advice, and ensuring regulatory compliance in a competitive financial services environment.

What is Addition Financial?

Addition Financial is a credit union based in Central Florida that provides a range of financial services including savings and checking accounts, loans, credit cards, and investment products. Unlike traditional banks, Addition Financial is a not-for-profit cooperative owned by its members, which allows it to offer competitive rates and lower fees. The credit union primarily serves individuals who live, work, worship, or attend school in select counties in Florida. Membership is also open to employees and students of certain educational institutions. Addition Financial is committed to supporting financial wellness and education in the communities it serves.

What is the difference between Addition Financial vs Loan Officer?

AspectAddition FinancialLoan Officer
CredentialsTypically requires a high school diploma or equivalent; some roles may need financial certificationsRequires a mortgage license, state-specific licensing, and sometimes certifications like NMLS
Work EnvironmentBank branches, credit unions, or financial institutionsLoan offices, banks, mortgage companies, often client-facing
Industry UsageFinancial services, credit unions, bankingMortgage lending, banking, real estate finance

While Addition Financial is a credit union offering various financial services, a Loan Officer specializes in evaluating and approving loan applications, often working within banks or mortgage companies. Both roles involve financial knowledge, but Loan Officers focus more on lending processes, whereas Addition Financial provides broader banking services.

What are the most rewarding aspects of working at Addition Financial, and how does the company support professional growth?

One of the most rewarding aspects of working at Addition Financial is the opportunity to contribute directly to members' financial well-being while working in a collaborative, supportive environment. The company offers robust training programs, mentorship opportunities, and clear pathways for advancement, encouraging employees to pursue both personal and professional goals. Team members regularly collaborate across departments, fostering a community-focused atmosphere and diverse skill development. Additionally, Addition Financial is known for promoting from within, providing employees with the chance to grow their careers in the financial services industry.
What are popular job titles related to Addition Financial jobs in California? For Addition Financial jobs in California, the most frequently searched job titles are:
What job categories do people searching Addition Financial jobs in California look for? The top searched job categories for Addition Financial jobs in California are:
Infographic showing various Addition Financial job openings in California as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.
Front Office II (ADDITION)

Front Office II (ADDITION)

Beacon Oral Specialists

Whittier, CA • On-site

$16.50 - $20.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago


Beacon Oral Specialists rating

6.6

Company rating: 6.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

311th of 487 rated business services


Job description

Job Title: Front Office II
Job Location: Whittier Surgical Arts, Whittier, CA
Job Type: Fulltime
Your new career awaits you...
We are an oral surgery office looking for a Front Office II professional with excellent organizational and administrative skills.
Job Description
We are looking to hire a front office professional that is compassionate and discrete with superb time management and record-keeping skills. To ensure success, front office receptionists should be confident and professional administrators with fantastic communication and interpersonal skills that will contribute to the efficient day-to-day administration of the healthcare facility. Top candidates will work comfortably under pressure while multi-tasking in a fast-paced environment and can effectively react to patient emergencies.
Responsibilities:
  • Patient Reception: Greet patients with a warm and friendly demeanor, ensuring they feel welcomed and comfortable upon arrival. Handle patient registration, verify insurance information, and assist with any necessary paperwork.
  • Scheduling: Manage the appointment calendar efficiently to ensure optimal scheduling of patient visits. Coordinate with the oral surgeons and clinical staff to optimize appointment availability and minimize waiting times.
  • Telephone and Email Correspondence: Answer incoming phone calls and respond to email inquiries promptly and professionally. Provide accurate information about services, appointments and general office policies.
  • Patient Records: Maintain and update patient records with accuracy and confidentiality. Ensure all necessary documentation is complete and organized for easy access by the clinical team.
  • Insurance: Collaborate with patients to verify insurance coverage to include prior authorizations and pre-determination. Assist patients in understanding their insurance benefits and financial responsibilities.
  • Office Coordination: Assist in the coordination of administrative tasks to maintain the smooth operation of the office. This includes ordering office supplies, managing mail, and coordinating with vendors as needed.
  • Patient Care and Satisfaction: Strive to deliver a five-star experience with exceptional customer service to all patients, addressing their concerns and resolving any issues that may arise. Ensure a positive patient experience from check-in to check-out.
  • Adherence to Policies and Procedures: Comply with all office policies, procedures, and protocols to maintain a safe and efficient working environment. Maintain confidentiality of all doctors, staff, and patient information.
  • Treatment Coordination Experience REQUIRED!: Ensures patients receive timely, accurate, and seamless coordination of care by managing treatment planning, insurance verification, pre-authorizations, scheduling, financial arrangements, and communication between the patient, provider, and supporting facilities.

Required Qualifications:
  • High school diploma or equivalent is required.
  • Proven experience as a Front Office Administrator, Receptionist, or similar role in a healthcare or dental setting is required.
  • Proficiency in computer software applications.
  • Strong organizational skills and attention to detail to handle patient records, scheduling, and administrative tasks efficiently.
  • Professional language and customer service mindset
  • Effective written and verbal communication skills
  • Ability to use discretion while working with sensitive information.
  • Excellent documentation, communication, and Microsoft Office skills
  • Passionate about healthcare excellence.
  • Treatment Coordination Experience REQUIRED!

Schedule:
  • Monday to Friday, 8 hour shift

Benefits:
  • 401(k) Matching
  • Dental Insurance
  • Health Insurance
  • Vision Insurance
  • Life Insurance
  • Referral Program

Special Requirements:
  • Working on-site is essential to the function of this position.
  • Physical requirements include sitting, stooping, turning, standing, bending, walking, hearing, reading, writing, and keyboarding, may lift up to 25 lbs.
  • This is not an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. Management may require that other or different tasks be performed as assigned.

Beacon Oral Specialists Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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