<p>We are looking for a detail-oriented Administrative Assistant to join our growing team! In this position, you will play a key role in supporting application processing and ensuring compliance with program guidelines. This is an excellent opportunity for someone who thrives in a fast-paced environment and is passionate about organization and efficiency. Room for growth!</p><p><br></p><p>Responsibilities:</p><p>• Assist in preparing and submitting applications to ensure accuracy and timely completion.</p><p>• Track application statuses and promptly address any outstanding issues or follow-ups.</p><p>• Collaborate with internal teams to collect and compile necessary information and documentation.</p><p>• Perform additional administrative tasks and responsibilities as needed</p>
<p>Robert Half is seeking an experienced Controller to support the CFO in strengthening and organizing the financial operations of a private family office in Glen Cove (Nassau County). This role will focus on addressing historical accounting gaps, improving processes, and establishing timely and accurate financial reporting. This is an immediate, high-impact long term assignment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Partner with the CFO to clean up and organize financial records across multiple entities.</li><li>Maintain and update accounting records within QuickBooks.</li><li>Support and drive a timely and accurate month-end close process.</li><li>Identify and resolve historical discrepancies, unreconciled accounts, and data inconsistencies.</li><li>Assist with federal and state tax filings, including addressing any outstanding or prior-year items.</li><li>Ensure proper roll-up and consolidation for reporting and tax purposes.</li><li>Perform account reconciliations, journal entries, and general ledger maintenance.</li><li>Collaborate with leadership to enhance processes, controls, and reporting cadence.</li><li>Prepare schedules and support documentation for external accountants and advisors.</li></ul>
<p>Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.</p><p> </p><p><u>Responsibilities:</u></p><ul><li>Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication</li><li>Continually develop and strengthen relationships with clients</li><li>Provide timely and accurate responses to operational and administrative client inquiries</li><li>Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts</li><li>Manage all communication between clients and the firm’s custodians</li><li>Prepare for and complete special projects throughout the year</li><li>Consistently identify opportunities the company to improve its client service and/or operations capabilities</li></ul>
We are looking for an Executive Assistant to provide high-level support to senior leaders. This contract-to-permanent position is ideal for someone who thrives in a fast-paced environment, stays ahead of shifting priorities, and brings strong judgment to executive support. The role will focus on complex scheduling, travel coordination, meeting preparation, and administrative partnership for leadership, with the potential to support more than one director. This opportunity offers a hybrid schedule and a chance to grow into a long-term role based on business needs and performance.<br><br>Responsibilities:<br>• Manage complex executive calendars by organizing appointments, resolving scheduling conflicts, and ensuring leaders are prepared for internal and external commitments.<br>• Coordinate domestic and international travel arrangements, including itineraries, logistics, and schedule adjustments as plans evolve.<br>• Prepare and submit expense reports accurately and on time while maintaining compliance with company guidelines.<br>• Oversee meeting logistics by arranging conference space, visitor access, catering, materials, and other operational details needed for successful sessions.<br>• Create agendas, capture detailed meeting notes, and distribute follow-up information to support accountability and next steps.<br>• Assist with presentations, reports, and board-related materials by gathering content, formatting documents, and tracking deadlines across stakeholders.<br>• Support board meeting execution, including assembling board books and coordinating deliverables from senior leaders within required timelines.<br>• Welcome onsite guests and guide them to appropriate meeting locations while ensuring a detail oriented executive experience.<br>• Contribute to onboarding and knowledge-sharing efforts in partnership with the current Executive Assistant, while taking on additional projects as needed.<br>• Follow applicable internal controls, policies, and administrative procedures associated with the role.
We are looking for an experienced ERP Project Manager to guide order-to-cash process leadership for a Long-term Contract position based in New York, New York. This role will partner across operations, finance, and technology teams to shape an effective end-to-end process framework covering order intake, fulfillment, invoicing, receivables, and cash application. The position is focused on establishing strong process ownership, encouraging adoption of SAP best practices, and delivering meaningful gains in customer experience, cash flow performance, and operational efficiency.<br><br>Responsibilities:<br>• Direct the end-to-end order-to-cash process strategy, ensuring alignment across business operations, finance, and technology stakeholders.<br>• Define and maintain the process model for order management, fulfillment, billing, receivables, and cash application within an SAP environment.<br>• Lead planning activities for ERP-related initiatives, including rollout coordination, milestone tracking, and resource allocation.<br>• Partner with cross-functional teams to identify process gaps, resolve execution issues, and improve service quality across the revenue cycle.<br>• Establish governance standards, performance measures, and quality control practices to support reliable and scalable operations.<br>• Act as the primary business representative for order-to-cash requirements, translating operational needs into structured project priorities.<br>• Support SAP program delivery by promoting standard functionality, minimizing unnecessary customization, and guiding process decisions.<br>• Drive continuous improvement efforts that strengthen revenue flow, enhance customer satisfaction, and improve working capital outcomes.
We are looking for a Financial Analyst to support a non-profit organization’s FP&A team in a Long-term Contract role based in New York, New York. This position will contribute to core financial planning activities, including recurring reporting, budget support, and grant-related financial analysis. The ideal candidate brings a solid accounting foundation, advanced Excel capability, and prior experience working in non-profit or public sector environments.<br><br>Responsibilities:<br>• Prepare and analyze monthly financial reports to highlight performance trends, risks, and key budget variances.<br>• Support the budgeting and forecasting cycle by compiling data, maintaining planning models, and partnering with stakeholders on financial inputs.<br>• Develop grant-related financial reports to ensure funding activity is tracked accurately and aligned with reporting requirements.<br>• Perform ad hoc financial analysis to assist leadership with operational and strategic decision-making.<br>• Use Excel-based models and data analysis techniques to interpret large datasets and improve reporting accuracy.<br>• Reconcile financial information across reports and accounting records to support consistency and completeness.<br>• Collaborate with finance and program teams to explain results, clarify assumptions, and strengthen planning processes.
<p>Very large Real Estate developer and property management company located in Central Morris County is seeking a Sr. Property accountant. Will be responsible for all aspects of month end close, financial reporting and analysis for a select group of Class A Commercial Office Space Properties. Will also be exposed to some high-end residential developments as well. Looking for an accounting degree with 4+ years of Commercial Real Estate and Property accounting experience. Any experience with construction accounting or development is a big plus as well. Experience with Yardi or MRI is also a plus. Will work very closely with the Controller on special projects with high exposure to Senior management. This position is open due to growth in the organization. This Senior Accountant position is highly visible with a good potential for future growth. Strong salary of $90-$130,000 plus bonus depending on experience. Company offers great benefits and a flexible work schedule as well. </p>
Are you a talented and experienced administrative detail oriented seeking an opportunity to make an impact in the healthcare field? Our team is seeking a Senior Administrative Assistant to provide contract support for a clinical group operating within a leading university setting in Connecticut. This is a dynamic role for individuals who thrive on organization, confidentiality, and efficiency. Key Responsibilities: Coordinate and manage complex schedules and calendars for clinical staff, including doctors. Communicate professionally with healthcare professionals and stakeholders via phone, email, and conference calls. Prepare and organize documentation for meetings and events. Accurately maintain records using Epic and other healthcare systems. Provide essential office support: filing, data entry, and document preparation. Collaborate with clinicians and staff to resolve administrative needs and improve processes. Assist with travel arrangements and accommodations as needed. Ensure compliance with internal policies and procedures. Serve as a reliable point of contact for internal and external partners. Uphold confidentiality and data accuracy with sensitive healthcare information. Why Join Us? Direct impact supporting patient care and clinical excellence. Work within a collegial, mission-driven environment. Enhance your skills in a fast-paced university healthcare setting. Ready to take the next step in your career? Apply now to join our talented team and help us deliver outstanding service to our clinicians and patients. To Apply: Submit your resume and a brief introduction outlining your relevant experience. Our company is committed to diversity and equal opportunity. All experience in candidates will receive consideration for employment.
<p><strong>Controller with Healthcare/Pharmaceutical/and Related Industry Experience – New Hyde Park, Long Island, NY</strong></p><p>Are you an experienced Controller ready for your next challenge in the Healthcare, Pharmaceutical, or related industries?</p><p><strong>Anna Parson at Robert Half</strong> is seeking a dynamic Controller with staff management experience to lead the accounting team and function in the Healthcare industry.</p><p><br></p><p><strong>As the Controller, you will: </strong></p><ul><li>Lead and oversee all accounting operations, including financial reporting, budgeting, audit coordination, and internal controls</li><li>Manage the month-end close process and prepare comprehensive financial statements in accordance with GAAP</li><li>Oversee AP and AR teams and operations </li><li>Partner with senior leadership to ensure regulatory compliance</li><li>Implement and maintain best practices in financial systems, policies, and procedures</li><li>Collaborate across departments on process improvements and cost optimization</li></ul><p><strong>Contact Anna Parson at Robert Half for confidential and immediate consideration or apply now! </strong></p>
<p><br></p><p>Responsibilities:</p><p>• Welcome visitors and employees at the front desk, manage building entry, and ensure guests are signed in properly.</p><p>• Provide day-to-day concierge-style assistance by answering questions and directing individuals to the appropriate resources or areas.</p><p>• Maintain shared office spaces by restocking snacks, monitoring kitchen areas, and encouraging overall workplace tidiness.</p><p>• Coordinate office supply inventory by placing orders, receiving deliveries, and organizing materials in designated storage areas.</p><p>• Handle incoming mail and packages, including sorting, distribution, and basic shipment support.</p><p>• Support routine office functions that help the site operate efficiently and deliver a positive in-person experience.</p><p>• Use standard office software to complete administrative tasks, track requests, and communicate with internal teams as needed.</p>
<p>Senior Accountant (Future Leadership Track)</p><p>REF # 0013410952</p><p><br></p><p><strong>Financial Services Organization | Wallingford, CT</strong></p><p><br></p><p>We’re partnering with a well-established financial services organization in New Haven county to identify a Senior Accountant for a high-visibility role with <strong>a clear path to leadership.</strong></p><p>This is not a backfill you’ll get stuck in. The team is intentionally hiring someone they can develop into a future Controller, working closely with leadership and gaining exposure across all areas of accounting.</p><p><br></p><p>If you’re looking for long-term growth, strong work/life balance, and a team that actually invests in its people—this is a standout opportunity.</p><p><br></p><p>Responsibilities of the Senior Accountant</p><ul><li>Handle full-cycle accounting including journal entries, reconciliations, and month-end close</li><li>Prepare and review financial statements in accordance with GAAP</li><li>Partner closely with leadership on reporting, process improvements, and day-to-day accounting operations</li><li>Support audit processes and maintain strong internal controls</li><li>Analyze financial data and assist with decision-making support</li><li>Collaborate cross-functionally across departments</li><li>Take on increasing responsibility over time with a path toward leadership</li></ul><p><br></p><p><em>About the Company</em></p><p>This organization is a well-established, community-focused financial institution with a strong reputation across Connecticut. The accounting team is tight-knit, collaborative, and known for low turnover and a positive working environment.</p><p>Leadership is highly supportive, with a strong emphasis on mentorship and internal growth. This role is part of a long-term succession plan, offering a rare opportunity to step into a leadership track within a stable and respected organization.</p><p>The team offers flexible hours (8–4 or 9–5), excellent work/life balance, and a culture where people genuinely enjoy working together.</p>
We are looking for a proactive and detail-oriented Meeting/Event Coordinator to join our team in Newark, New Jersey. In this long-term contract position, you will play a key role in supporting the planning and execution of events, including meetings, conferences, and client receptions. This is an excellent opportunity to gain hands-on experience in event coordination while contributing to impactful projects in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Assist in organizing in-person, virtual, and hybrid events, such as conferences, investor meetings, and client receptions.<br>• Coordinate event logistics, including venue selection, catering arrangements, AV setup, shipping, and transportation needs.<br>• Manage event registration processes, attendee communications, and tracking systems to ensure smooth execution.<br>• Oversee vendor relationships by handling invoices, contracts, payments, and compliance reviews.<br>• Prepare event materials, including agendas, signage, name badges, presentations, and post-event surveys.<br>• Support data-related tasks such as data collection, entry, formatting, and reporting for events.<br>• Provide assistance with event websites, invitations, and marketing materials using platforms like Cvent and ExactTarget.<br>• Offer on-site event support, including managing the registration desk, hosting attendees, and troubleshooting issues.<br>• Contribute to budget tracking, reconciliation processes, and the preparation of team meeting agendas.<br>• Generate reports and maintain event documentation, including post-program summaries and analysis.
We are looking for a dedicated and detail-oriented Test Center Administrator to join our team in Westbury, New York. In this long-term contract role, you will play a key part in ensuring that testing sessions run smoothly and that candidates have a secure and fair experience. This position requires a flexible schedule, including availability for evenings and Saturdays, with schedules provided two weeks in advance.<br><br>Responsibilities:<br>• Greet test takers, verify their identification, and guide them through the check-in process.<br>• Conduct security checks, including using wands, to maintain a secure testing environment.<br>• Monitor examinees throughout the testing process to ensure compliance with procedures.<br>• Address and resolve any candidate concerns or issues promptly and professionally.<br>• Enforce test center policies and safeguard all materials and equipment.<br>• Maintain accurate records and report any irregularities or incidents.<br>• Ensure a comfortable and fair testing environment for all candidates.<br>• Assist with the setup, maintenance, and packing of computer equipment as needed.<br>• Represent the organization’s values and mission in all interactions.<br>• Perform administrative tasks, including scanning documents and answering inbound calls.
We are looking for a skilled Procurement Specialist to join our team in New York, New York, on a long-term contract basis. This role is ideal for professionals with a passion for managing procurement operations and building strong vendor relationships. You will play a key part in ensuring timely and compliant purchasing processes while contributing to continuous improvement initiatives.<br><br>Responsibilities:<br>• Manage the full lifecycle of procurement activities, from sourcing to delivery.<br>• Create, execute, and monitor purchase orders and change orders, ensuring proper documentation and adherence to deadlines.<br>• Collaborate closely with internal teams, such as R&D and Finance, to align procurement strategies with project goals and budgets.<br>• Maintain and oversee vendor records and procurement documentation within systems like NetSuite and Zip.<br>• Ensure strict compliance with internal policies, procedures, and regulatory standards.<br>• Identify opportunities to improve procurement workflows and implement process enhancements.<br>• Conduct supplier evaluations and maintain qualification documentation as needed.<br>• Support contract negotiations to secure favorable terms and conditions.<br>• Provide timely reports and analysis on procurement activities to stakeholders.
<p>A growing company in Farmingdale is seeking a reliable Accounting Assistant to support day-to-day accounting operations. This is a temp-to-perm opportunity with flexibility on start/end times (8am-4pm or 9am-5pm) and hands-on exposure across basic accounting functions.</p><p><br></p><p>Responsibilities</p><p>Enter and process vendor invoices</p><p>Perform high-volume data entry with accuracy</p><p>Maintain and update Excel spreadsheets</p><p>Assist with accounts payable and accounts receivable functions (plus)</p><p>Support general accounting and administrative tasks as needed</p><p><br></p>
We are looking for an experienced Front Desk Coordinator to support daily office operations in New York. This long-term contract opportunity is ideal for someone who enjoys creating a strong first impression, managing front desk activity, and assisting with a range of administrative tasks. The role requires strong communication skills, attention to detail, and the ability to keep shared spaces organized and welcoming.<br><br>Responsibilities:<br>• Welcome visitors, answer incoming inquiries, and guide guests to the appropriate staff or meeting area.<br>• Receive, sort, and distribute incoming mail and coordinate outgoing shipments as needed.<br>• Prepare conference rooms before meetings by arranging refreshments, snacks, and other requested materials.<br>• Monitor shared meeting spaces and the reception area to ensure they remain tidy, stocked, and well maintained throughout the day.<br>• Coordinate food orders for meetings or office needs when requested.<br>• Maintain office and supply storage areas, track inventory levels, and place replenishment orders as needed.<br>• Support administrative workflow through light filing, record upkeep, and accurate data entry.<br>• Create and manage shipping labels and assist with courier or package deliveries.<br>• Use Microsoft Office tools to complete clerical tasks and support day-to-day office coordination.
We are looking for a skilled and detail-oriented Data Entry Clerk to join our team in New York, NY. This is a contract position with opportunities for growth and development within the organization. The role involves handling data entry tasks, order processing, and inventory tracking, with the potential to expand into buyer-facing responsibilities over time.<br><br>Responsibilities:<br>• Enter high volumes of purchase orders and order numbers into Excel and internal systems with precision.<br>• Monitor and accurately track inventory levels to ensure proper documentation.<br>• Process warehouse orders and verify the completeness of all associated records.<br>• Provide customer service support by addressing inquiries and resolving issues as needed.<br>• Collaborate with team members to improve data entry workflows and maintain system accuracy.<br>• Ensure consistent communication with buyers and stakeholders as responsibilities evolve.<br>• Assist in maintaining organized records and reports for operational efficiency.<br>• Participate in training sessions to enhance Excel and system-related skills.<br>• Adapt to new responsibilities as the role transitions into buyer-facing tasks.
We are looking for a motivated Entry-Level Accountant to join our team in New York, New York. This is a long-term contract position offering a great opportunity to gain hands-on experience in project accounting and financial operations. The role requires a blend of analytical and organizational skills to support various accounting functions and maintain compliance with financial controls.<br><br>Responsibilities:<br>• Assist in the setup of projects, including reading contracts, inputting budgets, and validating rate structures.<br>• Collaborate on pricing strategies, cost proposals, and margin analysis to ensure project profitability.<br>• Maintain accurate tracking of project budgets, costs, revenue, and subcontractor values throughout the project lifecycle.<br>• Review and process sub-consultant invoices while ensuring compliance with project agreements.<br>• Generate reports on labor costs, financial trends, and project status to assist in forecasting.<br>• Coordinate with cross-functional teams such as Legal, Accounts Receivable, Accounts Payable, Billing, and Operations.<br>• Support the preparation of draft invoices, correcting discrepancies, and aligning revenue recognition with project milestones.<br>• Conduct financial closeouts, reconciling budgets and final costs to ensure accuracy.<br>• Uphold internal financial controls and compliance standards during project execution and closeout processes.
<p>We are looking for a dependable Office Coordinator to provide day-to-day administrative and workplace support for a busy office. This Contract position is ideal for someone who enjoys creating an organized, welcoming environment, balancing front-desk interaction with behind-the-scenes coordination, and helping teams stay productive. The role requires a detail-focused, service-minded individual who can work on-site part time and adapt to changing office needs over the course of the assignment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome guests and employees, respond to visitor needs, and assist with office access, identification, and security-related coordination.</p><p>• Track inventory levels and replenish workplace, kitchen, and breakroom items to keep the office stocked and operating smoothly.</p><p>• Refresh shared kitchen areas each day by maintaining beverage, snack, and water supplies.</p><p>• Arrange service requests and follow up on facility issues, repairs, and general office upkeep with building contacts.</p><p>• Support the planning and setup of team gatherings, catered lunches, and client-facing meetings.</p><p>• Keep conference rooms, reception, and other common areas neat, functional, and ready for daily use or special events.</p><p>• Restore office spaces after meetings or events by handling light organization and resetting shared areas.</p><p>• Manage the office calendar and help coordinate schedules for shared spaces and workplace activities.</p><p>• Partner with property management on drills, required building communications, and other site-related logistics.</p><p>• Provide administrative assistance to senior leaders, including meeting coordination, travel support, and meal arrangements when needed.</p>
<p><strong>Controller - Healthcare Industry Expertise</strong></p><p><strong>Anna Parson at Robert Half</strong> is seeking a tech savvy experienced <strong>Controller</strong> to lead the financial operations of a progressive, tech focused healthcare organization leveraging AI and BI tools. The ideal Controller candidate will bring deep expertise in accounting, systems conversions/implementations, regulatory compliance, and process optimization within the healthcare, hospital, or medical practice industry.</p><p><br></p><p><strong>As the Controller, you will: </strong></p><ul><li>Manage and oversee all core accounting operations, including financial reporting, payroll, and month-end close, ensuring compliance with GAAP and healthcare regulations.</li><li>Lead system implementations and optimizations (Workday/SAP/Oracle/NetSuite preferred) while driving process automation and operational efficiencies.</li><li>Establish and maintain robust internal controls, safeguard assets, and ensure smooth management of internal and external audits.</li><li>Build, mentor, and lead the accounting team while collaborating with senior leadership to deliver financial insights and support strategic initiatives, including special projects and M&A activities.</li></ul><p><strong>Controller </strong>role offers an exciting opportunity to make a meaningful impact by streamlining financial operations, enhancing compliance, and driving innovation within the healthcare finance sector.</p><p>Contact Anna Parson at Robert Half for confidential and immediate consideration! Ready to take the next step in your career? <strong>Apply now!</strong></p>
We are looking for a Purchasing Manager to lead sourcing and procurement efforts for an electronics-focused operation in Plainview, New York. This role is responsible for strengthening purchasing processes, supporting material availability, and helping the business maintain cost-effective supplier relationships. The ideal candidate brings strong operational judgment, a proactive approach to vendor coordination, and the ability to keep purchasing activities organized in a fast-paced environment.<br><br>Responsibilities:<br>• Direct day-to-day procurement activities to ensure materials and supplies are available to support business operations.<br>• Create, review, and manage purchase orders with accuracy, timeliness, and alignment to internal requirements.<br>• Build and maintain productive relationships with suppliers to improve service, pricing, and delivery performance.<br>• Monitor purchasing workflows and identify opportunities to improve efficiency, consistency, and cost control.<br>• Coordinate the acquisition of materials needed for ongoing operations while helping prevent shortages or delays.<br>• Evaluate vendor performance and support sourcing decisions based on quality, lead times, and overall value.<br>• Collaborate with internal teams to understand demand, priorities, and purchasing needs across the organization.<br>• Apply purchasing strategies that support inventory objectives, operational continuity, and budget expectations.
We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.<br><br>Responsibilities:<br>• Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps.<br>• Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience.<br>• Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately.<br>• Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables.<br>• Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items.<br>• Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs.<br>• Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials.<br>• Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality.
We are looking for a dedicated Copy Clerk to join our team in New York, New York. In this role, you will provide essential office services that ensure a detail-oriented and well-organized workplace. This is a long-term contract position offering the opportunity to support daily operations and deliver high-quality reprographics and facilities services.<br><br>Responsibilities:<br>• Manage high-volume printing, copying, and scanning tasks to meet client needs.<br>• Prepare and assemble documents through binding, laminating, folding, and cutting processes.<br>• Operate, maintain, and troubleshoot multifunction printers, copiers, and finishing equipment.<br>• Ensure all printed materials meet quality standards, including accuracy, formatting, and presentation.<br>• Handle incoming and outgoing mail, courier services, and shipping logistics efficiently.<br>• Support conference room setups, including arranging presentation materials and coordinating catering needs.<br>• Respond promptly to service requests and prioritize tasks in a fast-paced environment.<br>• Assist with electronic document formatting, distribution, and layout adjustments as needed.<br>• Coordinate equipment maintenance and resolve technical issues to minimize disruptions.<br>• Adhere to established production and branding standards for all materials.
We are looking for an Executive Assistant to provide high-level support in Pleasantville, New York. This Contract to permanent opportunity is ideal for someone who excels at keeping complex schedules organized, coordinating logistics, and adapting to changing priorities in a fast-paced environment. The role requires strong judgment and flexibility, especially when executive travel creates shifting demands outside the standard workday.<br><br>Responsibilities:<br>• Manage an executive calendar by organizing meetings, resolving scheduling conflicts, and ensuring priorities are aligned day to day.<br>• Arrange domestic and international travel, including flights, lodging, ground transportation, and itinerary preparation.<br>• Adjust plans quickly when travel or business needs change, maintaining smooth coordination across stakeholders.<br>• Support daily executive operations by tracking commitments, confirming appointments, and keeping important details organized.<br>• Communicate with internal and external contacts in a clear and detail-oriented manner to facilitate scheduling and logistics.<br>• Provide responsive assistance during periods of executive travel, including handling time-sensitive updates and schedule changes.
<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>