<p>This role provides an opportunity for a dedicated individual who aspires to begin a solid career in Human Resources. The successful candidate will bring a range of essential skills that will assist our HR department in maintaining their daily operations.</p><p>Responsibilities:</p><ul><li>Support the HR Department's recruitment process by posting job ads, screening resumes, scheduling interviews, and facilitating the onboarding process for new hires.</li><li>Help maintain and manage the company's HR database and employee records.</li><li>Provide administrative support to the HR team, including scheduling meetings, recording minutes, and preparing reports.</li><li>Process employee requests and provide relevant information.</li><li>Coordinate HR projects, meetings, and training seminars.</li><li>Assist in the organization of company events as needed.</li></ul><p><br></p>
<p>We’re seeking an experienced and motivated HR Generalist to support and enhance our human resources functions in the York area. This role is ideal for someone who enjoys wearing many hats, partnering with leadership, and supporting employees throughout the full employment lifecycle.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support all aspects of HR operations, including onboarding, employee relations, and offboarding</li><li>Serve as a point of contact for employee questions regarding policies, benefits, and procedures</li><li>Assist with recruitment, interviews, and hiring processes</li><li>Administer benefits, leave programs, and HRIS updates</li><li>Support performance management and employee development initiatives</li><li>Ensure compliance with federal, state, and local employment laws</li><li>Assist with investigations, documentation, and policy enforcement</li><li>Maintain accurate employee records and HR documentation</li></ul><p><br></p>
<p>We are looking for an experienced Senior Director of Patient Access to lead and oversee all aspects of patient registration, admissions, scheduling, insurance verification, and other front-end revenue cycle operations. Based in Roanoke, Virginia, this role is critical to ensuring operational efficiency, compliance with healthcare regulations, and delivering an exceptional patient experience. The ideal candidate will have a proven track record in healthcare administration and a passion for optimizing processes to support financial health and patient engagement.</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage the operations of the Patient Access department, including registration, admissions, scheduling, insurance verification, and switchboard services.</p><p>• Develop and enforce policies and procedures to ensure accurate patient data collection and adherence to healthcare regulations.</p><p>• Lead training programs, staff development initiatives, and performance evaluations for department staff.</p><p>• Establish and monitor key performance metrics to evaluate patient flow, financial clearance, and customer service standards.</p><p>• Collaborate with revenue cycle, clinical, and IT teams to enhance patient registration processes and improve overall experience.</p><p>• Implement strategies to drive patient engagement and support digital health initiatives, including telemedicine access.</p><p>• Address and resolve escalated patient or provider concerns related to registration and access issues.</p><p>• Oversee departmental budget and resource allocation to optimize efficiency and reduce costs.</p><p>• Ensure compliance with value-based care models, data security protocols, and documentation standards.</p><p>• Prepare and present comprehensive reports on department performance to senior leadership.</p>
<p>Robert Half is looking for a dedicated Attorney/Lawyer to join a reputable law firm in Milwaukee, Wisconsin. This role offers an opportunity to engage in diverse litigation tasks, including both defense and plaintiff work. You will play a key role in supporting legal processes and collaborating with partners throughout various stages of litigation.</p><p><br></p><p>Responsibilities:</p><p>• Conduct and participate in depositions, ensuring thorough preparation and strategic questioning.</p><p>• Draft legal documents such as briefs, pleadings, and discovery materials with precision and attention to detail.</p><p>• Present and argue motions effectively in court, showcasing strong advocacy skills.</p><p>• Provide comprehensive support to partners during all phases of litigation, including trial preparation and strategy.</p><p>• Act as second chair during trials, assisting with case management and courtroom procedures.</p><p>• Handle defense litigation cases and contribute to plaintiff work as needed.</p><p>• Manage case files and ensure timely progression of litigation tasks.</p><p>• Collaborate with colleagues to develop effective legal strategies and solutions.</p><p>• Conduct legal research to support case arguments and motions.</p>
<p>Fantastic and rare opportunity for a Senior Fund Accountant to join a multi-billion dollar asset management firm! Truly rare opportunity as the company takes care of it's employee's and therefore rarely has an opening. If working hybrid, with intelligent people, 4 weeks vacation, and minimum 20% bonus sounds good to you, then send resumes ASAP to Jennifer.Beilin@Roberthalf com.</p><p><br></p><p>The candidate will be primarily responsible for accurate financial reporting, maintaining and reconciling fund accounting records, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>1. Ensure accurate and timely preparation of financial statements in line with regulatory requirements and GAAP.</p><p>2. Oversee accounts reconciliation, balance sheets, and profit and loss statements.</p><p>3. Analysis and interpretation of fund performance data.</p><p>4. Liaise with auditors, administer audit process and review draft financial statements and audit findings.</p><p>5. Monitor cash and capital transactions, including subscriptions, redemptions, distributions and transfers.</p><p>6. Ensure compliance with financial controls, company policies, and procedures.</p><p>7. Monitor and manage operational risk within the accounting process.</p><p><br></p>
<ul><li>Evaluate, develop and implement low-code tools to automate workflows. </li><li>Troubleshoot issues, analyze performance and roll out improvements. </li><li>Gather stakeholder needs and turn them into clear application requirements. </li><li>Manage the tech-stack roadmap from kickoff to decommission, write user guides, train users and integrate third-party platforms. </li><li>Embed software standards and compliance, partnering with Legal, Compliance and Technology to meet firm controls and drive adoption across the department. </li><li>Track progress, flags risks and gives stakeholders clear updates. </li><li>Research new tools to keep the tech stack ahead of the curve and adapts methods from agile to waterfall to foster collaboration and continuous improvement. </li><li>Will be expected to be comfortable with AI considerations.</li></ul>
<p><strong>Family Law Associate Attorney | Lake Forest, IL</strong></p><p>A respected law firm in Lake Forest, IL seeks a skilled Family Law Associate Attorney with 3–6 years of legal experience to join our team. If you have a strong background in family law, a drive for client advocacy, and a desire for robust trial exposure, we want to connect with you.</p><p><br></p><p><strong>What We’re Looking For:</strong></p><p>· Juris Doctor (JD) from an accredited law school and active license to practice in Illinois.</p><p>· 3–6 years of legal experience, with substantial family law background.</p><p>· Prior trial or contested hearing experience highly preferred.</p><p>· Outstanding written and verbal communication skills.</p><p>· Self-motivated, hardworking, and committed to career growth.</p><p>· Embraces a “work hard, play hard” environment within a supportive, collaborative team.</p>
<p><strong>Esteemed company that values it's employees with both work/life balance and $$$$ has a rare opening for a Cash Accountant within it's Stamford, CT office (Hybrid).</strong></p><p><br></p><p><em>For immediate consideration send resumes to Jennifer.Beilin@Roberthalf</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Execute wires and ACH batch transactions</li><li>Perform bank reconciliations</li><li>Manage account openings</li><li>Record journal entries</li></ul><p><br></p><p>Requirements:</p><ul><li>Bachelor's degree in Accounting, Finance, or related field</li><li>1+yr relevant experience related to role</li></ul><p><br></p><p>This is a prime opportunity to join a dynamic company that values its employees and offers a hybrid work environment.</p><p><br></p>
<p>We’re looking for a reliable, detail-oriented Office Assistant to help keep our day-to-day operations running smoothly. If you’re organized, friendly, and enjoy supporting a team, this is a great opportunity to grow your administrative skills in a professional office environment.</p><p><br></p><p>What You’ll Do</p><ul><li>Answer phones and greet visitors with a friendly, professional attitude</li><li>Manage incoming and outgoing mail and deliveries</li><li>Perform data entry, filing, and document management</li><li>Assist with scheduling meetings and maintaining calendars</li><li>Order office supplies and keep common areas organized</li><li>Support administrative tasks for multiple departments as needed</li><li>Help maintain accurate records and basic reports</li></ul><p><br></p>
<p><strong>Join a top-tier firm where employees love working and are well taken care of! </strong></p><p><em>For immediate consideration send resumes to Jennifer.Beilin@Roberthalf com</em></p><p><br></p><p><strong>Position Summary:</strong></p><p>We're seeking an experienced Accounts Payable Associate with demonstrated expertise in high-volume AP out of the real estate industry. The ideal candidate will handle daily accounts payable activities, support vendor management, and ensure timely bill payments and reconciliations. This position requires strong organizational skills, attention to detail, and a commitment to process accuracy in a dynamic, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter, review, and reconcile AP transactions within the General Ledger; maintain up-to-date vendor records and ensure proper GL coding for all expenses.</li><li>Process payments and maintain recurring disbursements.</li><li>Track bi-monthly expense entries and confirm fund transfers.</li><li>Prepare account and vendor analyses.</li><li>Support vendor onboarding with appropriate approvals and verify payment details</li><li>Assist with ad hoc projects and additional assignments as needed.</li></ul><p><br></p><p><strong>Must have Qualifications:</strong></p><ul><li>4+ yrs of recent & relevant AP experience within real estate industry</li><li>Strong, relevant working knowledge of Excel (lookups, pivots, etc)</li></ul><p><br></p>
<p>We are looking for a dedicated and detail-oriented Assistant Controller to join our team in Honolulu, Hawaii. This position offers the opportunity to contribute to financial oversight and management within a dynamic retail environment. The ideal candidate will play a vital role in maintaining compliance, supporting strategic financial decisions, and improving accounting practices. If you are interested in this role, please contact Melissa T at <strong>808.452.0254</strong></p><p>Responsibilities:</p><p>• Assist in the preparation of accurate financial reports and statements, ensuring compliance with regulations and company policies.</p><p>• Support the development and implementation of financial policies and systems to align with organizational strategies.</p><p>• Collaborate in budget planning and ongoing management of financial resources.</p><p>• Conduct audits, review general ledger entries, and ensure the accuracy of financial data.</p><p>• Monitor accounting department operations and contribute to optimizing its organizational structure.</p><p>• Participate in tax audits and ensure adherence to local, state, and federal financial and legal requirements.</p><p>• Analyze financial discrepancies and implement corrective measures to prevent future issues.</p><p>• Provide oversight for accounts payable, accounts receivable, and other accounting functions.</p><p>• Utilize accounting software and tools to streamline financial processes and reporting.</p><p>• Contribute to forecasting and data analysis to inform strategic decision-making.</p>
<p>New opportunity for an Accounting Clerk- HYBRID Role with free parking. 2 days in office, 3 days' work from home.</p><p>We are looking for an organized and detail-oriented Accounting Clerk to join our team in Honolulu, Hawaii. This role involves maintaining accurate financial records, supporting the Finance Manager, and contributing to the success of our annual conference. The ideal candidate will bring a positive attitude, strong organizational skills, and a commitment to accuracy in their work. If you are interested in this role, please contact Melissa T directly at 808.452.0254</p><p><br></p><p>Responsibilities:</p><p>• Record and manage accounts payable, including coding invoices, entering data, issuing checks, and organizing files.</p><p>• Handle accounts receivable tasks such as generating invoices, logging receipts, processing card transactions, and maintaining batch records.</p><p>• Collaborate on special projects and perform additional duties as assigned.</p><p>• Ensure financial records are accurate, organized, and up-to-date.</p><p>• Maintain confidentiality while handling sensitive financial information.</p><p>• Work effectively as part of a team and independently to meet deadlines.</p><p>• Utilize accounting software and Microsoft 365 applications proficiently to complete tasks efficiently.</p><p>• Assist in resolving discrepancies and solving problems related to financial processes.</p><p>• Establish priorities to manage multiple tasks simultaneously.</p>
We are looking for an experienced Accounts Payable Clerk to join our team in Santa Monica, California. This is a contract position offering an excellent opportunity to contribute to essential financial operations. The ideal candidate will possess strong attention to detail and excel in handling invoice processing, coding, and payment procedures.<br><br>Responsibilities:<br>• Process and verify invoices to ensure accuracy and proper documentation.<br>• Apply correct coding to invoices to enable accurate financial reporting.<br>• Conduct regular check runs to facilitate timely payments.<br>• Review and reconcile accounts payable transactions to maintain error-free records.<br>• Collaborate with vendors and internal teams to resolve payment discrepancies.<br>• Maintain detailed records of all accounts payable activities for audits and reporting.<br>• Monitor invoice processing timelines to ensure compliance with company policies.<br>• Assist in preparing reports related to accounts payable performance.<br>• Support the finance team with additional tasks as needed to maintain workflow efficiency.
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>global private equity firm</strong> that is expanding its finance team. This is an exciting opportunity for professionals with a <strong>public accounting background</strong> to transition into <strong>investment accounting</strong>, take on immediate responsibility, and build a career with <strong>strong growth potential</strong>.</p><p>The firm is known for its <strong>supportive, career-focused culture</strong>, offering mentorship, advancement opportunities, and generous rewards for high-quality work.</p><p><strong>What You’ll Do</strong></p><ul><li>Manage <strong>Fund and General Partner ledgers</strong>, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review <strong>quarterly and annual financial statements</strong>.</li><li>Support <strong>annual audits and tax filings</strong>.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process <strong>capital calls and distributions</strong> for funds and investments.</li><li>Partner with <strong>Investor Relations</strong> to respond to limited partner inquiries.</li><li>Prepare and deliver <strong>ad-hoc analyses and reports</strong> to support decision-making.</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></p>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<p>We are looking for a Senior Accountant to join our team on a long-term contract basis in Honolulu, Hawaii. In this role, you will play a key part in managing financial processes, ensuring accuracy in reporting, and maintaining compliance with accounting standards. This position offers an opportunity to contribute to month-end close processes, reconcile accounts, and support overall financial operations. If interested in this role, please call us at 808-531-8056. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and post journal entries to ensure accurate and timely financial reporting.</p><p>• Conduct detailed account analysis and reconciliation to maintain data integrity.</p><p>• Assist in month-end close activities, including preparing financial statements and reports.</p><p>• Perform bank reconciliations to ensure all transactions are accurately recorded.</p><p>• Utilize accounting systems such as Sage or similar platforms to manage financial data.</p><p>• Identify and resolve discrepancies in general ledger accounts.</p><p>• Collaborate with team members to streamline processes and enhance efficiency.</p><p>• Provide training on accounts payable procedures to ensure seamless integration.</p><p>• Maintain compliance with accounting standards and organizational policies.</p>
<p>We are looking for an experienced Accountant to join a dynamic team in Honolulu, Hawaii. This role offers the opportunity to contribute to a respected non-profit organization, providing essential financial expertise and ensuring accurate reporting. As a Contract to permanent position, it provides a path for long-term employment while delivering immediate impact on accounting operations. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements. Please call us at 808-531-8056. </p><p><br></p><p>Responsibilities:</p><p>• Reconcile general ledger accounts to ensure accurate financial records.</p><p>• Prepare bank reconciliations and maintain supporting documentation.</p><p>• Create and input journal entries into accounting software.</p><p>• Manage accounts payable and accounts receivable processes.</p><p>• Generate monthly billings for state agencies and private organizations.</p><p>• Review payroll data and submit information to the payroll processing company.</p><p>• Assist in audit preparation by organizing required documentation.</p><p>• Compile and present various financial reports as needed.</p><p>• Support the Controller with additional duties and projects as assigned.</p>
<p>We are looking for an experienced HRIS Manager to oversee and optimize human resource information systems for our organization. This role involves managing system implementations, ensuring data accuracy, and improving HR processes through system analysis. Based in Ewa Beach, Hawaii, this position offers an opportunity to contribute to the growth and efficiency of our HR operations. If interested in this role, please call Erica Huggins at 808.452.0256. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation and customization of HRIS systems to meet organizational needs.</p><p>• Conduct regular system analyses to identify areas for improvement and ensure optimal performance.</p><p>• Oversee data management processes, ensuring accuracy, security, and compliance within the HRIS.</p><p>• Collaborate with HR and IT teams to streamline workflows and integrate systems effectively.</p><p>• Provide training and support to HR staff on the use of HRIS tools and features.</p><p>• Monitor system updates and upgrades, ensuring minimal disruption to operations.</p><p>• Develop reports and dashboards to support decision-making and track HR metrics.</p><p>• Troubleshoot system issues and coordinate with vendors to resolve technical challenges.</p><p>• Ensure alignment of HRIS functionality with organizational goals and regulatory requirements.</p>
<p>We are looking for an experienced Controller to join our team in Honolulu, Hawaii. In this pivotal role, you will provide strategic financial leadership, guide investment and planning decisions, and implement policies to protect company assets. This position involves collaborating with executive leadership, preparing detailed financial reports, and ensuring compliance with all regulatory requirements. To apply for this role, please call Erica Huggins at 808.452.0256. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Lead financial planning, budgeting, forecasting, and investment activities to align with organizational goals.</p><p>• Analyze financial data to support decision-making in areas such as capital investments, pricing strategies, and contract negotiations.</p><p>• Develop and oversee financial policies and procedures to achieve both short-term and long-term objectives.</p><p>• Monitor financial performance, identifying opportunities for cost optimization, revenue enhancement, and operational improvements.</p><p>• Supervise the preparation of accurate financial statements, reports, and forecasts to ensure timely delivery.</p><p>• Ensure compliance with federal, state, and local regulations, as well as organizational standards.</p><p>• Collaborate with external auditors to facilitate annual audits and provide necessary documentation.</p><p>• Present financial reports and insights to the Board of Directors during quarterly meetings.</p><p>• Lead and mentor teams responsible for accounting, payroll, billing, collections, HR, and IT functions.</p><p>• Implement and maintain strong internal controls to safeguard company assets and ensure operational excellence.</p>
<p><strong>Job Duties: </strong></p><ul><li>Accounts payable: review, code and enter invoices, print and mail payments; ensure vendor insurance is current; prepare and submit 1099 filings</li><li>Accounts receivable: enter tenant payments, record online payments, send tenant statements and invoices; respond to tenant financial inquiries; reconcile and prepare real estate tax and CAM billings, collect delinquencies</li><li>Financial reporting: Prepare and review monthly and quarterly reports; perform bank reconciliations prepare budgets; close EOM</li><li>Tenant records: Enter and maintain lease records; process tenant move in and move outs</li></ul><p><strong>Benefits</strong></p><ul><li>Medical/Dental/Vision</li><li>401K</li><li>More</li></ul><p><br></p>
<p>Our growing organization in Westbury is seeking a detail-oriented and motivated Accounts Payable Clerk for a temporary-to-hire opportunity. If you thrive in a fast-paced, team-oriented environment and are looking to advance your career with a dynamic company, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process vendor invoices, expense reports, and payment transactions accurately and efficiently</li><li>Reconcile accounts payable transactions and resolve discrepancies</li><li>Maintain and update files and records, both electronic and paper</li><li>Respond to vendor inquiries and assist with account reconciliations</li><li>Support month-end closing activities and assist with special projects as assigned</li><li>Ensure compliance with internal controls and company policies</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a dynamic private investment firm managing approximately <strong>$1.5B in assets</strong>. This is a highly collaborative and entrepreneurial team investing across niche alternative strategies and offers complex transactions.</p><p><br></p><p><strong>Core Responsibilities:</strong></p><ul><li>Manage fund and GP accounting, including journal entries, accruals, expense allocations, intercompany activity, and investment-level accounting</li><li>Oversee capital activity including capital calls, distributions, and investor allocations</li><li>Prepare quarterly and annual financial statements for multiple fund entities</li><li>Track and manage fund liquidity and cash forecasting</li><li>Coordinate closely with external auditors and tax providers during audit and filing cycles</li><li>Review NAV packages, investor reporting, and capital account statements prepared by administrators or junior staff</li><li>Analyze and document complex accounting issues related to new investments or structured transactions</li><li>Provide guidance and mentorship to junior accounting team members</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established <strong>Registered Investment Advisory (RIA) firm</strong> in <strong>Palo Alto</strong> seeking a <strong>Client Service Associate</strong> to support advisors and service high-net-worth clients. This role is ideal for someone who enjoys being client-facing, detail-oriented, and deeply involved in the day-to-day servicing of investment portfolios. You will play a key role in maintaining strong client relationships while supporting advisors with operational and administrative needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, delivering a high level of service and responsiveness</li><li>Support Financial Advisors with <strong>account onboarding, maintenance, and asset transfers</strong></li><li>Prepare and process custodial paperwork across platforms such as <strong>Schwab, Fidelity, and Pershing</strong></li><li>Coordinate client meeting preparation, including reports, performance summaries, and presentation materials</li><li>Process daily transactions including <strong>wires, ACHs, journals, and account updates</strong></li><li>Monitor account activity and follow up on outstanding items to ensure timely resolution</li><li>Liaise with custodians and internal teams to resolve operational or client-related inquiries</li><li>Maintain accurate client records and documentation in CRM and portfolio management systems</li><li>Assist with compliance-related tasks, audits, and regulatory documentation as needed</li><li>Identify opportunities to improve client service workflows and operational efficiency</li></ul><p><br></p>
