<p>Our company is seeking an experienced IT Project Manager with a strong background in healthcare technology environments, specifically Electronic Health Records (EHR). The ideal candidate will have a proven track record in application development, software rollouts, and application implementation. You will play a key role in leading cross-functional teams using agile methodologies to deliver mission-critical solutions for our healthcare partners.</p><p>Responsibilities:</p><ul><li>Lead, plan, and execute EHR and other healthcare application projects from inception through deployment.</li><li>Collaborate with clinical and technical teams to ensure alignment of IT initiatives with healthcare operational needs.</li><li>Manage timelines, budgets, and resources for application development, software rollouts, and related IT projects.</li><li>Oversee vendor relationships and coordinate with stakeholders for successful application implementation.</li><li>Apply agile project management practices, facilitating sprint planning, standups, and retrospectives.</li><li>Identify and mitigate project risks and ensure compliance with healthcare regulations and data security standards.</li></ul><p><br></p>
<p><strong><u>100% ON-SITE </u>in Santa Rosa, CA</strong></p><p>E<strong>st. 4-6 Month CONTRACT Role</strong></p><p>We are looking for an experienced Human Resources (HR) Manager to help support our client in Santa Rosa, California. In this CONTRACT role, you will oversee the full spectrum of HR operations, ensuring compliance, employee satisfaction, and seamless processes. This position offers an exciting opportunity to contribute to a dynamic non-profit organization while managing critical HR functions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily HR operations, ensuring efficiency and alignment with organizational goals.</p><p>• Manage employee relations cases from start to finish, providing guidance and coaching to managers and staff.</p><p>• Process and monitor workers' compensation claims, ensuring compliance and timely resolution.</p><p>• Supervise leave administration processes, including eligibility, compliance, tracking, and return-to-work procedures.</p><p>• Review payroll processes for accuracy and compliance, including handling W2 and non-exempt employee matters.</p><p>• Maintain and manage employee data within HR systems, ensuring accuracy and confidentiality.</p><p>• Lead onboarding, offboarding, and orientation for new team members, ensuring a smooth employee lifecycle experience.</p><p>• Ensure adherence to HR policies, procedures, and compliance standards across the organization.</p><p>• Prepare and maintain detailed HR documentation and reporting as required.</p>
We are looking for a dedicated Customer Service Representative to join our team in Los Angeles, California. In this contract-to-permanent role, you will handle customer inquiries and provide exceptional service through phone and other communication channels. This is an excellent opportunity to contribute to a dynamic team while building strong relationships with customers.<br><br>Responsibilities:<br>• Respond to customer inquiries via phone, email, or other communication platforms in a timely and detail-oriented manner.<br>• Process orders and accurately input data into the system to ensure seamless transactions.<br>• Handle both inbound and outbound calls to address customer needs and provide solutions.<br>• Maintain and update customer records with accurate and detailed information.<br>• Resolve customer complaints by identifying issues and offering appropriate resolutions.<br>• Collaborate with team members to improve service processes and enhance customer satisfaction.<br>• Stay informed about company products and services to effectively assist customers.<br>• Follow up with customers to ensure their concerns are fully addressed and resolved.<br>• Adhere to company policies and procedures while maintaining a high level of attention to detail.
We are looking for a skilled Staff Accountant to join a non-profit organization based in Los Angeles, California. This is a long-term contract position ideal for someone who thrives in fast-paced environments and enjoys problem-solving within the accounting field. The role requires a strong understanding of accounting principles, including debits and credits, and offers the opportunity to contribute to ongoing system improvements.<br><br>Responsibilities:<br>• Prepare and manage corporate tax returns and sales tax filings in compliance with local and federal regulations.<br>• Perform detailed journal entries and maintain accurate records within the general ledger.<br>• Assist with audits, including preparing documentation and supporting the audit process.<br>• Contribute to the implementation and optimization of Sage Intacct, ensuring seamless integration with current systems.<br>• Analyze financial data to identify discrepancies and resolve issues promptly.<br>• Collaborate with internal teams to support accounting processes and ensure adherence to organizational policies.<br>• Maintain a high level of accuracy and attention to detail when managing financial transactions.<br>• Support the month-end and year-end close processes, ensuring timely reporting.<br>• Research and apply applicable tax laws to ensure compliance and mitigate risks.<br>• Provide insights and recommendations to improve accounting workflows and efficiencies.
<p>An entry‑level opportunity as a Case Assistant supporting employment‑based immigration matters. This Case Assistant role is ideal for an early‑career candidate interested in immigration and legal operations, with strong attention to detail and process follow‑through.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with preparation and filing of employment‑based immigration petitions and applications (H‑1B, L‑1, TN, PERM, I‑140, I‑485, EAD, AP)</li><li>Collect, organize, and review supporting documentation from clients, beneficiaries, and employers</li><li>Maintain case files, deadlines, and status updates across multiple matters</li><li>Coordinate filing steps, forms, and supporting evidence under attorney supervision</li><li>Communicate professionally with clients regarding document requests and case progress</li><li>Track expirations, RFEs, and filing receipts using case management systems</li><li>Support attorneys and paralegals with administrative and case‑related tasks</li></ul>
<p>We are partnering with a mission-driven nonprofit organization in La Jolla seeking a motivated Accounts Payable Specialist to join their team on a contract-to-hire basis. This is an excellent opportunity for a detail-oriented professional with around three years of experience who is looking to expand their skill set and grow within a collaborative, purpose-driven environment.</p><p>The ideal candidate is sharp, eager to learn, and enjoys taking ownership of the accounts payable process while contributing to ongoing improvements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support full-cycle accounts payable processing, including invoice review, coding, approvals, and data entry while ensuring accuracy and proper documentation</li><li>Assist with month-end close activities related to accounts payable, including reconciliations and accrual support</li><li>Process employee expense reports and corporate credit card transactions through Concur in alignment with company policies</li><li>Assist with weekly payment runs (checks, ACH, wires), ensuring timely and accurate processing across multiple entities</li><li>Maintain organized AP files and documentation to support audits and internal reviews</li><li>Communicate with vendors and internal teams to resolve discrepancies and ensure smooth operations</li><li>Help troubleshoot system-related issues and support internal users as needed</li><li>Identify opportunities for process improvements and support the implementation of best practices</li><li>Assist in documenting procedures and workflows within the AP function</li><li>Provide general support to the accounting team and assist with ad hoc projects</li></ul><p><br></p>
<p>We are looking for an experienced Personal Banker to join our client's team on a contract basis in Cerritos, California. In this role, you will provide exceptional customer service while assisting clients with their financial needs and transactions. This position requires strong attention to detail, adherence to banking regulations, and the ability to effectively recommend products and services that align with customer goals.</p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service by addressing financial needs and providing tailored solutions.</p><p>• Perform a variety of banking transactions, including deposits, withdrawals, wire transfers, and account openings.</p><p>• Maintain and balance a cash drawer while ensuring all transactions are accurate and secure.</p><p>• Build strong relationships with customers by understanding their financial goals and recommending appropriate products and services.</p><p>• Resolve customer inquiries and issues promptly, ensuring satisfaction and compliance with banking policies.</p><p>• Monitor and manage customer accounts, including overseeing transaction accuracy and fraud prevention.</p><p>• Support branch visibility efforts by participating in sales and marketing activities to meet business objectives.</p><p>• Conduct follow-up calls to assess customer satisfaction and identify opportunities for portfolio growth.</p><p>• Ensure compliance with federal and state banking regulations, including anti-money laundering and customer due diligence requirements.</p><p>• Maintain accurate records and logs related to customer interactions and lead generation.</p>
<p>We are looking for a skilled Accounts Receivable Specialist to join our team in Walnut Creek, California. This is a Contract to permanent role, offering an excellent opportunity to contribute to a dynamic organization while advancing your career. The ideal candidate will bring expertise in full-cycle accounts receivable processes, excel at handling complex invoicing, and possess proficiency in basic Excel functions such as pivot tables and VLOOKUPs.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the full cycle of accounts receivable processes, including collecting monthly program reports, preparing invoices in compliance with contract requirements, and posting transactions to accounting software.</p><p>• Handle incoming deposits by processing, applying, and filing them accurately.</p><p>• Perform monthly reconciliations of assigned accounts receivable and other accounts to the general ledger.</p><p>• Prepare and reconcile quarterly reports for county and state entities, ensuring timely fee disbursements.</p><p>• Maintain thorough and up-to-date documentation of all accounting transactions.</p><p>• Support the Accounting Manager with annual financial statement audits and county audits.</p><p>• Contribute to the financial close process by creating and posting journal entries for operating costs, accruals, allocations, depreciation, and amortization.</p><p>• Conduct a detailed month-end financial review of individual program statements.</p><p>• Take on additional tasks as assigned by management to support the department's goals.</p>
We are looking for an experienced Project Manager with expertise in mergers and acquisitions to lead large-scale banking transformation initiatives. This role will focus on managing complex transactions, including deposit migrations and core banking system transitions, ensuring seamless execution and alignment with strategic goals. As a long-term contract position, this opportunity offers the chance to collaborate with cross-functional teams and drive impactful results in Charlotte, North Carolina.<br><br>Responsibilities:<br>• Manage end-to-end execution of banking transactions, including mergers, acquisitions, and deposit migrations.<br>• Oversee core banking platform conversions and digital banking transitions, ensuring timely completion and stability.<br>• Coordinate cutover activities and command center operations to support go-live events.<br>• Develop and maintain integrated project plans, governance structures, and executive-level reporting.<br>• Partner with stakeholders across business, technology, and lines of defense to ensure project alignment and success.<br>• Facilitate workshops and on-site sessions to address critical aspects of the transaction process.<br>• Provide strategic guidance and anticipate potential impacts of system and operational changes.<br>• Support post-conversion stabilization by monitoring performance and addressing challenges.<br>• Collaborate with data mapping and integration teams to ensure accurate and efficient migrations.<br>• Lead efforts to enhance existing playbooks and improve project execution frameworks.
We are looking for an experienced Project Manager to join our team on a contract basis in Santa Clara, California. In this role, you will oversee smaller projects that contribute to the success of a larger, multi-year campus renovation initiative. This is an onsite position, requiring daily collaboration with stakeholders and vendors to ensure project goals are met efficiently and effectively.<br><br>Responsibilities:<br>• Manage and lead smaller project workstreams within a large-scale campus renovation effort.<br>• Collaborate closely with stakeholders, vendors, and team members to ensure seamless communication and project execution.<br>• Develop detailed project plans and monitor progress, addressing risks and issues proactively.<br>• Oversee project budgets, track expenditures, and provide accurate financial forecasts.<br>• Implement quality control measures to ensure deliverables meet high standards and stakeholder expectations.<br>• Coordinate with architects and technical experts to support the design and execution phases.<br>• Facilitate continuous improvement by identifying opportunities for enhanced project management practices.<br>• Ensure project timelines and milestones are achieved while adhering to budgetary constraints.<br>• Build and maintain strong relationships with clients and stakeholders to foster effective collaboration.<br>• Act as the main point of contact for onsite project activities and ensure alignment with overall objectives.
We are looking for a dedicated and detail-oriented Customer Service Representative to join a dynamic apparel company in Commerce, California. In this Contract to permanent position, you will play a key role in fostering positive customer relationships and ensuring seamless order management for retail and wholesale clients. This opportunity is ideal for individuals who excel in fast-paced environments and are committed to delivering exceptional service.<br><br>Responsibilities:<br>• Manage customer orders, returns, exchanges, and cancellations with precision and efficiency.<br>• Collaborate with internal teams, including warehouse, sales, and production, to ensure timely order fulfillment.<br>• Provide customers with accurate product information, pricing details, and updates on order status.<br>• Address and resolve customer concerns, escalating complex issues when necessary.<br>• Maintain up-to-date and accurate customer records and order details in company systems.<br>• Assist with compliance for retailer orders and support wholesale account management.<br>• Handle inquiries from retail and wholesale clients, ensuring their needs are met promptly and professionally.<br>• Contribute to improving processes and workflows to enhance overall customer satisfaction.
We are looking for a motivated and customer-focused Inside Sales Representative to join our team in Baldwin Park, California. In this role, you will play a key part in driving sales growth and fostering relationships with both new and existing clients, particularly within the food industry. This is a long-term contract position with opportunities for skill development and potential permanent placement based on performance.<br><br>Responsibilities:<br>• Build and nurture strong relationships with clients to enhance customer retention and satisfaction.<br>• Conduct outbound sales calls and follow up on leads to expand the customer base.<br>• Negotiate pricing, product availability, and terms to successfully close sales.<br>• Analyze customer needs and recommend suitable food products to meet their requirements.<br>• Process customer orders with accuracy and ensure timely delivery.<br>• Collaborate with operations and logistics teams to coordinate order fulfillment and delivery schedules.<br>• Stay updated on market trends, pricing changes, and product availability to provide informed recommendations.<br>• Consistently achieve or exceed individual and team sales goals.<br>• Provide exceptional customer service during onboarding and throughout the sales journey.<br>• Identify opportunities to streamline processes and improve customer experiences.
<p>Jennifer Fukuma with Robert Half Finance and Accounting is partnering with a growth equity firm based in San Francisco is seeking a <strong>Vice President of Fund Accounting</strong> to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities.</p><p> </p><p>This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance.</p><p> </p><p>If you are interested in learning more about the firm, please message <strong>Jennifer Fukumae with Robert Half on LinkedIn</strong> for quickest consideration.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul><p> </p>
<p>We are looking for an experienced Assistant Controller to oversee the Accounts Payable and Procure-to-Pay functions within a dynamic, multi-brand organization. This role offers an exciting opportunity to lead a critical shared services function, drive operational efficiency, and make impactful contributions in a fast-paced, private equity-backed environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage end-to-end Accounts Payable operations, including invoice processing and payment workflows, across multiple entities.</p><p>• Lead and mentor both onshore and offshore AP teams to ensure high performance and attention to detail in their development.</p><p>• Identify inefficiencies and implement process improvements, automation, and scalable solutions.</p><p>• Collaborate with departments such as operations, procurement, treasury, and senior leadership to align organizational goals.</p><p>• Strengthen internal controls and ensure compliance with regulatory standards while preparing for audits.</p><p>• Support month-end close activities, including accruals, reporting, and analytics.</p><p>• Ensure readiness for financial audits and maintain accurate records for compliance purposes.</p><p>• Contribute to the development of reporting tools and dashboards to enhance decision-making.</p><p>• Participate in cross-functional initiatives aimed at enhancing financial systems and processes.</p><p>• Drive the transformation and optimization of shared services functions to support organizational growth.</p>
<p><strong>Accounts Receivable Specialist </strong></p><p><strong>Employment Type:</strong> Full-Time | Contract-to-Hire </p><p><strong>Compensation:</strong> $25 - $32 </p><p> </p><p><strong>About the Role</strong></p><p>Are you an experienced <strong>Accounts Receivable Specialist</strong> with a background in <strong>construction accounting</strong>? Robert Half is partnering with a top-tier construction company in the Livermore area to find a skilled and talented accounts receivable specialist to join their team. This is your opportunity to bring your talents to a dynamic, fast-paced environment and support projects that shape local communities.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the accounts receivable process, including invoicing, collections, and cash application to ensure timely and accurate processing.</li><li>Monitor accounts for discrepancies, research client account issues, and resolve billing inquiries.</li><li>Reconcile client accounts, including project-based billing for construction contracts and retained earnings.</li><li>Prepare AR aging reports and track outstanding payments to maintain company cash flow targets.</li><li>Partner with the project management and accounting teams to verify compliance with construction contracts, lien waivers, and retainage requirements.</li><li>Ensure adherence to GAAP and construction accounting standards in AR functions.</li></ul><p><br></p>
<p><strong>Accounts Payable Specialist </strong></p><p><strong>Employment Type:</strong> Full-Time | Contract | Contract-to-Hire </p><p><strong>Compensation:</strong> $25 - $32</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced and detail-oriented <strong>Accounts Payable Specialist</strong> to join a growing construction company. In this role, you’ll manage the accounts payable processes specific to a fast-paced, project-based environment. This opportunity offers a chance to grow your skills while contributing to the success of complex construction projects in an engaging, team-oriented setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As an <strong>Accounts Payable Specialist</strong>, you will:</p><ul><li>Process invoices and payments for subcontractors, suppliers, and vendors.</li><li>Verify invoice details, including purchase orders, job codes, and cost allocations.</li><li>Handle lien waivers and ensure compliance with construction industry regulations.</li><li>Perform regular reconciliation of accounts payable and resolve discrepancies.</li><li>Manage vendor relationships and respond to payment inquiries in a timely manner.</li><li>Assist with financial statement preparation and cash flow analysis related to project costs.</li><li>Maintain organized records of project-specific payables and vendor documentation.</li><li>Collaborate closely with project managers and accounting teams to ensure accuracy.</li></ul><p><br></p>
<p><strong>Bookkeeper / Office Manager – Construction Experience</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent </p><p><strong>Compensation:</strong> $34 - $40 per hour</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking a versatile Bookkeeper / Office Manager to oversee both financial and administrative operations for a respected organization in the construction industry. The ideal candidate will manage bookkeeping functions and ensure seamless office operations. This is a great opportunity for an organized, detail-oriented professional who thrives in collaborative, multi-faceted environments.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all bookkeeping duties, including general ledger entries, account reconciliations, and preparation of financial statements.</li><li>Oversee accounts receivable (AR), accounts payable (AP), and payroll processes.</li><li>Handle expense reports, budget tracking, and assist with financial forecasting.</li><li>Organize vendor invoices, purchase orders, and client billing.</li><li>Maintain electronic and paper-based records for accessibility and reporting.</li><li>Coordinate office operations, supplies, and vendor relationships.</li><li>Support employee onboarding and ensure accurate HR documentation.</li><li>Serve as a liaison between leadership and staff to facilitate communication and operational efficiency.</li><li>Provide administrative support as needed, including calendar management, facilities coordination, and event planning.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Credit Specialist to join our client's team in Brea, California. In this position, you will play a key part in managing financial records, resolving customer chargebacks, and ensuring timely payments. This position offers the opportunity to collaborate with internal teams and contribute to the efficiency of the Credit and Collections Department.</p><p><br></p><p>Responsibilities:</p><ul><li>Perform detailed reconciliation of customer chargebacks on assigned accounts, negotiating and proposing solutions to resolve issues effectively.</li><li>Monitor timely customer payments for outstanding invoices, investigating and resolving delays as needed.</li><li>Approve customer orders for shipment based on account status.</li><li>Prepare and submit periodic reports to the Credit Manager, including cash forecasting and past-due account updates.</li><li>Assist in training other credit department employees as directed.</li><li>Provide limited support for Credit Supervisor responsibilities during their absence.</li><li>Develop and maintain strong working relationships with internal teams such as Sales, Sales Support, and Accounting.</li><li>Perform other duties as required to support the department's goals.</li></ul><p><br></p>
<p><strong>Payroll Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $28 - $35 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an organized and detail-oriented <strong>Payroll Clerk</strong> to assist with payroll processing and administrative support for a dynamic and growing organization. This role is perfect for someone who thrives in a fast-paced environment and values accuracy and confidentiality. If you’re ready to contribute your skills to a collaborative team, we’d love to hear from you!</p><p> </p><p><strong>Key Responsibilities</strong></p><p> </p><p>As a <strong>Payroll Clerk</strong>, you will:</p><ul><li>Collect and verify employee timecards and data for payroll processing.</li><li>Enter and maintain payroll data in the payroll system with a high level of accuracy.</li><li>Prepare and distribute paychecks and manage direct deposits.</li><li>Review and reconcile payroll reports to ensure compliance with company policies and regulations.</li><li>Assist with employee inquiries regarding payroll, deductions, benefits, or other related matters.</li><li>Support payroll audits, including collecting and organizing relevant documentation.</li><li>Stay current with federal, state, and local payroll regulations.</li><li>Perform general administrative tasks to support the HR and finance departments.</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p> Seeking a Senior Fraud Analyst (contract) to support issuer-side fraud decisioning for a card portfolio. This role focuses on real-time monitoring, rule optimization, and data-driven fraud strategy in a fast-paced environment.</p><p><strong>Responsibilities:</strong></p><p>• Review transactions and make real-time authorization decisions</p><p> • Build and refine fraud rules (velocity, spend patterns, MCCs)</p><p> • Analyze data to identify fraud trends and improve controls</p><p> • Balance fraud prevention with false-positive rates</p><p> • Partner with Product, Risk, and Operations teams</p><p> • Leverage tools like Falcon, Forter, Sardine, or similar</p>
<p>We are looking for an entry level AML investigators to join our team in Wayne, Pennsylvania. In this role, you will play a critical part in safeguarding the financial system by analyzing and monitoring transactions for compliance with anti-money laundering and counter-terrorist financing regulations. This is a long-term contract position that offers an excellent opportunity for professionals with a background in legal, business, or financial compliance.</p><p><br></p><p>Applicants must be available to start May 26th for consideration. Interviews taking place week of April 20th. </p><p><br></p><p>Responsibilities:</p><p>• Investigate transaction alerts to identify unusual patterns or suspicious activity.</p><p>• Analyze client transactional behavior to ensure alignment with expected norms and identify inconsistencies.</p><p>• Conduct due diligence on flagged transactions to verify legitimacy.</p><p>• Prepare detailed documentation of findings for review by senior compliance staff and regulatory agencies.</p><p>• Collaborate with various departments to gather information for customer and enhanced due diligence processes.</p><p>• Stay informed about current anti-money laundering regulations and apply them effectively in daily operations.</p><p>• Participate in ongoing training to remain updated on regulatory changes and compliance best practices.</p><p>• Ensure adherence to industry standards and internal policies during all investigations and reviews.</p><p>• Assist in improving compliance procedures by identifying areas for enhancement.</p>
We are looking for a skilled Help Desk/Desktop Support Analyst to join our dynamic manufacturing team in Grand Rapids, Michigan. This role is essential in ensuring smooth operations by providing technical support and troubleshooting for a variety of software and hardware systems. The ideal candidate will excel in problem-solving, communication, and delivering exceptional service to end users.<br><br>Responsibilities:<br>• Provide first-line technical support to resolve issues related to hardware, software, and applications.<br>• Manage service desk tickets, ensuring timely resolution and documentation of solutions.<br>• Troubleshoot and resolve problems with Microsoft Windows 10 and Office 365 applications.<br>• Administer Active Directory and Azure Active Directory accounts, including configurations and updates.<br>• Support ERP systems, particularly Epicor, by addressing user concerns and performing routine maintenance.<br>• Collaborate with team members to improve application functionality and system performance.<br>• Conduct basic troubleshooting for network connectivity and SQL Server-related issues.<br>• Assist with the deployment and configuration of new software applications and updates.<br>• Maintain accurate records of technical support activities and provide reports to management.<br>• Offer training and guidance to end users on system usage and best practices.
<p>Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p><br></p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p><br></p><p><strong>For quickest consideration, please send a message to Jennifer Fukumae on Linkedin!</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning & Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations & Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance & Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p><br></p><p><strong>Responsibilities </strong></p><ul><li>Oversee the general ledger for both Funds and the GP, including booking quarterly expenses, accruals, intercompany balances, and investment activity, along with allocations to LPs</li><li>Produce quarterly and annual financial reporting packages</li><li>Partner with the finance leadership team to support timely and accurate audit and tax deliverables by liaising with external providers, researching accounting guidance when needed, and assisting throughout the audit/tax cycle</li><li>Track and manage cash balances across assigned funds</li><li>Calculate and process capital activity, including capital calls and distributions at both the fund and investment level</li><li>Review deliverables from fund administrators, including investor reporting, capital activity, financial statements, and ad hoc LP requests</li><li>Collaborate with Investor Relations to address and resolve limited partner inquiries</li></ul><p> </p><p><strong>Qualifications</strong></p><ul><li>5+ years of relevant experience within public accounting and/or an investment firm environment (VC, PE, or similar preferred)</li><li>Solid understanding of partnership accounting, particularly within investment funds</li><li>Advanced proficiency in Excel</li><li>Familiarity with systems such as AltaReturn or Microsoft Dynamics NAV is a plus</li><li>Highly motivated with strong organizational and time management capabilities</li></ul><p> </p><p><strong>What’s Offered</strong></p><ul><li>Comprehensive benefits package including 100% employer-paid medical, dental, vision, and life insurance, plus a 401(k) with profit sharing</li><li>Competitive base compensation with performance-based bonus</li><li>Complimentary meals and a well-stocked office on in-office days</li><li>Team-oriented, collaborative culture that emphasizes collective success over individual contribution</li></ul><p><br></p>
<p>Our client, in the manufacturing industry, is in need for an Accounting Specialist to join their team on a temp-to-hire basis here in Tucson! The Accounting Specialist manages invoice processing, payments, deposits, and sales tax reporting across multiple sites in a fast-paced, high-volume environment. The clerk works closely with departments and vendors to resolve discrepancies and ensure accurate, timely transactions.</p><p><br></p><ul><li>Process accounts payable and receivable (full cycle, 3-point matching)</li><li>Enter and reconcile vendor invoices/statements</li><li>Support retail stores with accounting inquiries</li><li>Prepare and post routine ledger entries</li><li>Manage cash transactions, receipts, and bank deposits</li><li>Maintain accurate financial records and reports</li><li>Assist with department supplies and inventories</li></ul><p><br></p>