<p>We are seeking a <strong>Patient Billing & Resolution Specialist</strong> for a temporary position dedicated to resolving hospital and professional billing issues with a high level of customer care. The <strong>Patient Billing & Resolution Specialist</strong> will be responsible for ensuring billing accuracy, managing patient accounts, and delivering excellent service in a fast-paced environment. If you are an experienced <strong>Patient Billing & Resolution Specialist</strong> with a background in collections and healthcare billing, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><ul><li>Respond to HB (Hospital Billing) and PB (Professional Billing) inquiries, including insurance benefits, billing/payment issues, and authorizations.</li><li>Perform timely and efficient self-pay collections via phone and offer payment arrangement options.</li><li>Request and process adjustments, contractual write-offs, bad debt transfers, and presumptive charity determinations.</li><li>Document steps taken on each account accurately and consistently.</li><li>Ensure productivity standards are met by managing daily assigned accounts.</li><li>Follow established policies, procedures, and applicable regulations (federal, state, and local).</li><li>Maintain strong knowledge of billing practices, including third-party payer procedures and requirements.</li><li>Handle technical issues and system navigation with minimal supervision.</li><li>Other duties as assigned.</li></ul>
<p>Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there is an immediate opening for a Paralegal you might be interested in. Based in the Sacramento area, this position is a permanent role. The solution to advancing your career could be in this position—if you possess a strong drive to succeed, savvy computer skills, and the ability to effectively prioritize.</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Ability to prioritize, organize and handle heavy workload</p><p><br></p><p>- Data base management of all relevant documents</p><p><br></p><p>- Study, analyze and review complex legal documents</p><p><br></p><p>- Assist attorney with a variety of case tasks</p>
We are looking for a skilled Litigation Associate to join our team in Sacramento, California. The ideal candidate will bring two to four years of comprehensive litigation experience, including drafting dispositive motions, managing discovery processes, and conducting in-depth legal research and analysis. This role offers a hybrid schedule after 90 days, providing a balance between in-office collaboration and remote flexibility.<br><br>Responsibilities:<br>• Draft and argue dispositive motions, including motions for summary judgment and other pre-trial motions.<br>• Conduct and manage discovery processes, including drafting discovery requests and responses, and handling document productions.<br>• Perform thorough legal research and analysis to support case strategies and provide informed recommendations.<br>• Represent clients in court proceedings and depositions, ensuring their interests are effectively advocated.<br>• Collaborate with senior attorneys to develop case strategies and prepare for trials.<br>• Communicate with clients to provide updates, discuss case developments, and address concerns.<br>• Review and analyze case documents, contracts, and other legal materials to build strong cases.<br>• Negotiate settlements and work towards resolving disputes efficiently while safeguarding client interests.<br>• Stay updated on changes in laws and regulations that may impact ongoing and future cases.<br>• Contribute to a collaborative team environment, sharing insights and assisting colleagues as needed.
<p>Collegial growing firm is seeking a tech-savvy Legal Secretary to join their boutique law firm in Sacramento, California. In this role, you will provide critical administrative support to attorneys by managing calendars, creating and revising legal documents, and ensuring all correspondence adheres to the firm’s high standards. This is a unique opportunity to work in a non-litigation-focused environment with high-profile clients while contributing to a collegial and dynamic team.</p><p><br></p><p>Responsibilities:</p><p>• Draft, format, and revise correspondence, reports, and legal documents, ensuring accuracy and adherence to firm guidelines.</p><p>• Manage attorney schedules and calendars, coordinating meetings and appointments efficiently.</p><p>• Proofread and edit documents for grammar, punctuation, and style consistency.</p><p>• Utilize advanced features of Microsoft Office to create complex tables, headings, and tables of contents.</p><p>• Analyze data and compile reports as needed for attorneys and clients.</p><p>• Maintain confidentiality of sensitive client information and uphold the firm’s high standards.</p><p>• Collaborate with multiple attorneys to support their administrative needs while managing competing priorities.</p><p>• Ensure timely and accurate completion of assigned tasks with strong attention to detail.</p>
<p>Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Senior Financial Analyst role for a growing company in Reno. This Senior Financial Analyst will focus their efforts in financial planning & analysis (FP& A) including evaluating income statements, cash flow statements, and the balance sheet and will assist with A/R, Pricing and Margin Analytics, and support management decisions with critical and timely information re: business performance.</p><p>Responsibilities</p><p>• Consolidate and analyze financial data including budgets and financial statements.</p><p>• Provide variance analysis and recommendations to reduce costs and improve financial performance.</p><p>• Assemble and summarize data to structure sophisticated reports on financial status and risks.</p><p>• Develop financial models, conduct benchmarking and process analysis.</p><p>• Assist in the development of forecasting models.</p><p>• Identify trends, advise company and recommend actions to a Senior Management based on sound analysis.</p><p>• Drive process improvement and policy development initiatives that impact the function.</p><p>• Accounts Receivable Analysis such as deductions taken compared to contractual agreements, Pricing and Gross Margin Analysis.</p><p>Requirements</p><p>• Proven working experience of at least 3 years as an FP& A analyst.</p><p>• Advanced Excel skills and experience working in financial software applications</p><p>• Hands on experience with statistical analysis and statistical packages</p><p>• Outstanding presentation, reporting and communication skills</p><p>• Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis</p><p>• BS degree in Finance, Economics or related field required</p><p>Interested in hearing more? Please apply today!</p>
<p>Our client is looking for outstanding and eager attorneys to join their team in their Sacramento office. This role offers a unique opportunity to work on impactful elder abuse and neglect cases, holding corporations accountable for their actions. You will collaborate with experienced trial attorneys known for achieving some of the largest verdicts in the region, gaining invaluable experience in litigation and trial preparation.</p><p><br></p><p>Responsibilities:</p><p>• Manage all phases of litigation, including discovery, motion practice, and trial preparation.</p><p>• Conduct legal research and draft high-quality briefs, motions, and other legal documents.</p><p>• Participate in strategy development to build strong cases for clients.</p><p>• Represent clients during depositions, hearings, and trials as needed.</p><p>• Collaborate with colleagues to ensure cases are handled effectively and efficiently.</p><p>• Maintain detailed case files and documentation to support legal proceedings.</p><p>• Communicate with clients to provide updates and gather necessary information.</p><p>• Work proactively to meet deadlines and fulfill all responsibilities under tight timelines.</p><p>• Stay informed on relevant laws and regulations affecting elder abuse litigation.</p>
<p>We are on the hunt for an experienced Senior Audit Associate to join our team based in Sacramento, California. In this role, you will be responsible for managing and assisting in planning multiple audit assignments across various sectors, executing day-to-day audit activities, and supervising and mentoring associates. This opportunity is hybrid and offers a strong compensation and benefits package. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage multiple audit assignments in sectors such as Nonprofit, Benefits Plans, Governmental entities, and other industries.</p><p>• Execute the daily tasks associated with audit engagements.</p><p>• Supervise the entire client engagement process from commencement to conclusion, including managing the budget, planning, execution, directing staff, and finalizing financial statements.</p><p>• Prepare necessary financial statements, related disclosures, and management letters, ensuring quality, thoroughness, and accuracy.</p><p>• Identify and communicate technical matters to both clients and firm management.</p><p>• Maintain proactive and effective communication with management, staff, and clients.</p><p>• Utilize Accounting Software Systems and Audit Program to perform Accounting Functions and Audit Engagements.</p><p>• Develop and maintain strong client relationships.</p><p>• Craft and execute Audit Plans as an Audit Senior.</p>
<p>Our client, a well-respected firm in downtown Sacramento is looking for a Corporate Legal Secretary. They are onsite 5 days/week, collegial work environment, and competitive compensation. </p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>· Performs secretarial and clerical duties.</p><p>· Processes mail daily. </p><p>· Handles phone calls for attorneys and paralegals.</p><p>· Responds to and generates email messages.</p><p>· Transcription from dictation and voicemail.</p><p>· Drafts routine correspondence and documents on own initiative for approval by attorneys.</p><p>· Schedules appointments and other events.</p><p>· Receives clients arriving for appointments (including beverages).</p><p>· Maintains electronic calendar for attorneys and self.</p><p>· Enters attorneys’ time electronically.</p><p>· Makes travel arrangements, hotel reservations and continuing education registrations for attorneys.</p><p>· Familiarity with law libraries.</p><p>· Familiarity with Courts, Secretary of State and County Recorder filing procedures and requirements.</p><p>· Familiarity with Internet usage.</p><p>· Performs conflicts checks for potential new clients and existing clients.</p><p>· Perfects documents for filing with various administrative agencies; files such documents and follow through as necessary.</p><p>· Prepares and edits complex Word and Excel documents, including preparation of indices and tables of contents.</p><p>· Opens New Client / Matters in accordance with firm procedure.</p><p>· Creates and maintains files, keeps records and prepares reports as requested.</p><p>· Performs other duties as required. </p>
<p><strong>Position Overview:</strong></p><p>We are seeking a dynamic and detail-oriented Human Resources (HR) Generalist to join our team in the Sacramento area. This role is critical in managing and supporting a variety of HR functions, including recruitment, employee relations, compliance, benefits administration, and training coordination. The ideal candidate will have a broad understanding of HR practices and excellent interpersonal skills, fostering a positive and compliant work environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle recruitment, including job postings, applicant screening, and coordinating interviews.</li><li>Facilitate onboarding processes to ensure a smooth integration for new hires.</li><li>Assist employees with inquiries regarding policies, benefits, and workplace issues.</li><li>Maintain HR records and ensure the accuracy of employee data in the HRIS system.</li><li>Collaborate with managers on performance management efforts, supporting coaching, and feedback processes.</li><li>Coordinate and administer benefit programs, open enrollment, and related employee communications.</li><li>Ensure compliance with federal, state (California-specific), and local labor laws and regulations.</li><li>Oversee employee relations by addressing concerns, managing investigations, and promoting workplace harmony.</li><li>Support HR projects, including training initiatives, diversity and inclusion strategies, and employee engagement efforts.</li></ul><p><br></p>
We are looking for a detail-oriented Legal Secretary to join our team in Sacramento, California. This is a long-term contract opportunity for an individual who excels in providing administrative support within a legal setting. The ideal candidate will bring expertise in court filings, e-filing, and calendar management while ensuring the seamless operation of daily tasks.<br><br>Responsibilities:<br>• Prepare and file legal documents electronically, ensuring accuracy and compliance with court requirements.<br>• Manage court filings and deadlines to maintain timely submissions.<br>• Coordinate and maintain attorneys' calendars, including scheduling meetings, hearings, and appointments.<br>• Transcribe dictation to draft legal correspondence and documents.<br>• Act as a point of contact for communication with courts, clients, and other legal professionals.<br>• Organize and maintain physical and digital case files for easy access and reference.<br>• Conduct basic research to support legal proceedings and document preparation.<br>• Assist with administrative tasks such as photocopying, scanning, and document distribution.<br>• Monitor changes in court procedures and ensure adherence to updated filing protocols.
<p><strong>Job Summary:</strong></p><p>We are seeking proactive professionals open to contract and contract-to-hire opportunities. As a Human Resources Assistant, you will provide essential support in managing day-to-day HR operations, ensuring compliance with state and federal regulations, and assisting with employee relations. This position requires a detail-oriented individual with foundational knowledge of California-specific HR laws to support talent acquisition, employee development, and organizational policies.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in recruitment efforts, including screening resumes, scheduling interviews, and coordinating onboarding for contract and permanent staff.</li><li>Support employee relations by maintaining personnel files, processing documentation, and responding to basic inquiries.</li><li>Help ensure compliance with California labor laws, such as wage and hour requirements, leave policies (e.g., CFRA, PFL), and anti-discrimination guidelines.</li><li>Aid in the development and distribution of HR policies, procedures, and training materials.</li><li>Assist with benefits administration, payroll processing, and data entry in HRIS systems.</li><li>Participate in audits and prepare reports to support regulatory compliance.</li><li>Support leadership on HR initiatives, including diversity and inclusion programs.</li><li>Maintain confidentiality while handling sensitive employee information with professionalism.</li></ul><p><br></p>
<p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration.</p><p><br></p><p>Responsibilities: </p><p>• Bookkeeping for various small to medium sized entities, with a primary focus on Accounts Payable.</p><p>• Accounts Payable-receive invoices, verify details, obtain approval, enter in accounting system, process payments. Key aspects include matching invoices to receipts and/or receivers, ensuring accuracy, and managing cash needs.</p><p>• Process issuance of 1099s, ensure accuracy, file with government agency, and mail to recipient by due date.</p><p>• Accurately invoice internal and external customers.</p><p>• Record receipt of cash payments and ensure accuracy. Make collection calls as needed.</p><p>• Prepare Bank Deposits and manage banking needs.</p><p>• Perform administrative and clerical tasks such as data entry, generating reports, research and resolve account discrepancies</p><p>• Responsible for yearly business filings.</p><p>• Crosstrain to provide back up support to local colleagues.</p><p>• Support and assist with the coordination and managing of day-to-day office operations to ensure smooth and efficient functioning.</p><p>• Assist with answering telephone.</p><p>• Assist fellow colleagues with documents, research and meetings, etc. to advance their Missions.</p><p>• Asist with providing administrative support, such not limited to organizing inhouse lunches, lock/unlock exterior building doors, run general errands, take deposit to bank.</p><p>• Handle office correspondence, distribute faxes, and general information.</p>
We are looking for a highly organized and detail-oriented Legal Secretary to join our team on a long-term contract basis. This role is based in Sacramento, California, and requires expertise in providing administrative and legal support to attorneys. The ideal candidate will bring strong skills in e-filing, calendar management, and document preparation to ensure seamless operations within the legal team.<br><br>Responsibilities:<br>• Prepare, proofread, and format legal documents, ensuring accuracy and compliance with court requirements.<br>• Handle electronic filing (e-filing) of legal documents with state and federal courts.<br>• Manage attorneys’ calendars, including scheduling meetings, court dates, and deadlines.<br>• Coordinate and track court filings to ensure timely submissions.<br>• Transcribe dictations and prepare correspondence as needed.<br>• Maintain organized case files and manage document storage systems.<br>• Communicate effectively with clients, court personnel, and other legal professionals.<br>• Assist with the preparation of trial materials, exhibits, and other legal documentation.<br>• Monitor and prioritize incoming communications, including emails and phone calls.<br>• Perform general administrative tasks, such as processing invoices and managing office supplies.
We are looking for an experienced Supervisor of Medical Clinical Operations to join our healthcare team in Woodland, California. In this long-term contract role, you will oversee the daily activities of patient access services, providing guidance to ensure efficient workflows and adherence to organizational standards. This position requires leadership in managing staff, optimizing processes, and delivering exceptional customer service.<br><br>Responsibilities:<br>• Supervise and monitor a team of 15 employees, ensuring adherence to operational protocols and performance standards.<br>• Develop and manage staff schedules and assignments to maintain cost-effective and efficient workflows.<br>• Provide operational guidance and disseminate updates on policies and procedures to team members.<br>• Act as a technical resource and advisor for staff, offering support on patient access services and related functions.<br>• Participate in the redesign of patient access processes and systems to enhance service quality, data integrity, and productivity.<br>• Deliver training and onboarding sessions for new hires, as well as continuing education programs for existing staff.<br>• Ensure timely resolution of customer complaints and implement corrective actions for long-term solutions.<br>• Maintain an organized and efficient work environment, including supply management and adherence to budgetary constraints.<br>• Oversee employee selection, performance reviews, and coaching to support growth and departmental goals.<br>• Provide cross-training opportunities to prepare staff for multiple functions within patient access services.
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Auburn, California. In this role, you will play a key part in supporting executive operations by managing schedules, coordinating business activities, and overseeing billing tasks. This position requires someone who thrives in a dynamic environment and is committed to ensuring smooth organizational workflows.<br><br>Responsibilities:<br>• Manage and organize the executive’s calendar, including scheduling meetings, appointments, and travel arrangements.<br>• Coordinate business activities and ensure deadlines and priorities are consistently met.<br>• Handle billing processes such as preparing invoices, tracking payments, and maintaining accurate records.<br>• Provide administrative support by answering inbound calls and responding to correspondence.<br>• Perform data entry tasks to maintain and update organizational records.<br>• Assist with receptionist duties, including greeting visitors and managing front-office operations.<br>• Utilize software tools and technology to streamline administrative tasks and enhance efficiency.<br>• Maintain a high level of discretion and professionalism when handling sensitive information.<br>• Collaborate with team members to support overall organizational goals and initiatives.
We are offering an exciting opportunity for a Litigation Attorney to join our team located in Sacramento, California. As a Litigation Attorney, you will be expected to handle pre-litigation processes, manage personal injury cases, and navigate through various legal software. <br><br>Responsibilities:<br><br>• Handle pre-litigation processes for personal injury cases<br>• Utilize Case Management Software to maintain and organize case files<br>• Prepare and deliver briefings on ongoing cases<br>• Manage document administration using Adobe Acrobat and 3M<br>• Oversee claim administration and handle complaints<br>• Familiarize with consumer electronics in relation to case specifics<br>• Utilize Conveyancer for real estate related legal matters<br>• Engage in civil litigation procedures as required
<p>Lisa Cole with Robert Half is seeking a highly skilled and detail-oriented Senior Financial Analyst to join a dynamic finance team. This role is critical in driving financial insights and supporting strategic decision-making through accurate reporting, forecasting, and consolidation processes. If you are interested in this position, please call Lisa Cole at 916-649-0832 or reach out to me on LinkedIn. </p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and manage the monthly financial reporting process, ensuring accuracy, timeliness, and compliance with internal and external standards.</li><li>Develop and maintain cash flow forecasts, identifying trends and providing actionable insights to support liquidity planning.</li><li>Oversee monthly financial consolidations across multiple business units, ensuring consistency and integrity of financial data.</li><li>Partner with cross-functional teams to analyze financial performance and support budgeting and forecasting cycles.</li><li>Prepare variance analyses and present findings to senior leadership.</li><li>Support ad hoc financial modeling and scenario analysis to guide strategic initiatives.</li></ul><p><br></p>
<p>Lisa Cole with Robert Half is partnering with a growing organization committed to financial integrity, operational excellence, and continuous improvement. They are looking to hire an <strong>Assistant Controller</strong> with strong public accounting (CPA Audit) roots, a deep understanding of GAAP, and a proven ability to lead and develop high-performing teams. This position is requiring public accounting experience ideally with a Big 4 or large CPA firm, be a CPA or CPA candidate and have 2 years experience working on a corporate accounting team in a leadership position. If you meet these requirements, please call Lisa Cole at 916-649-0832 or send your resume directly through LinkedIn. </p><p><br></p><p><strong>Position Overview:</strong></p><p>As Assistant Controller, you’ll play a key role in maintaining the integrity of our financial accounting processes and reporting. This hands-on leadership position will manage the day-to-day accounting operations, month-end close, and internal controls while supporting the Controller in shaping financial strategy. Ideal candidates will have a hybrid background in public accounting and industry, strong technical acumen, and demonstrated experience managing both people and processes in a dynamic environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee and execute the month-end and year-end close processes, ensuring accuracy, timeliness, and compliance with US GAAP.</li><li>Manage general ledger activity including journal entries, account reconciliations, accruals, and reserves.</li><li>Support the preparation of internal and external financial reports, including balance sheets, income statements, and compliance filings.</li><li>Lead accounts payable and accounts receivable functions, ensuring correct coding, timely collections, and accurate reconciliations.</li><li>Assist with financial statement audits, property and sales tax filings, and regulatory submissions.</li><li>Guide the implementation and improvement of accounting systems, internal controls, and financial policies as the company grows and enters new states.</li><li>Partner with cross-functional leaders on budgeting, forecasting, and ad hoc financial analyses to support strategic decision-making.</li><li>Mentor and supervise a high-performing accounting team, including hiring, onboarding, coaching, and performance management.</li><li>Maintain a forward-looking, problem-solving mindset to adapt processes and priorities in a changing environment.</li></ul><p><br></p>
<p>We are looking for an experienced attorney to join a dynamic and established law firm in Sacramento, California. The ideal candidate will bring a strong background in municipal law and a passion for both transactional and litigation work. This role offers a competitive salary range, paired with robust benefits and opportunities for growth.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on compliance with municipal laws, including the Brown Act, Conflicts of Interest, and Public Records Act.</p><p>• Draft and review contracts related to construction and other regulated industries, ensuring adherence to legal standards.</p><p>• Represent clients in litigation matters, particularly those involving construction law and contracting disputes.</p><p>• Conduct thorough legal research and prepare persuasive written arguments and oral presentations.</p><p>• Collaborate with clients to build trust and instill confidence in the legal counsel provided.</p><p>• Work independently to manage multiple cases while maintaining high-quality legal output.</p><p>• Provide guidance on open government practices and regulations to ensure transparency.</p><p>• Develop and maintain strong client relationships through effective communication and expertise.</p>
<p><strong>Key Responsibilities</strong>:</p><p><strong>Administrative and Operational Support</strong>:</p><ul><li>Manage daily calendars, schedules, and appointments for executives, ensuring seamless time management and prioritization.</li><li>Coordinate complex travel arrangements, including flights, accommodations, and itineraries.</li><li>Organize and prepare materials for meetings, conferences, and presentations, including taking minutes when needed.</li><li>Oversee correspondence, including emails, phone calls, and written communications, ensuring timely responses and follow-ups.</li></ul><p><strong>Project Management</strong>:</p><ul><li>Support workflow automation and cross-functional processes, utilizing relevant systems or platforms (Source: DFST2025 - Midyear Update.pdf).</li><li>Assist in coordination and execution of strategic projects, ensuring deadlines and deliverables are achieved.</li><li>Serve as a liaison between departments, teams, or external stakeholders to streamline communication and collaboration.</li></ul><p><strong>Technical and Digital Support</strong>:</p><ul><li>Leverage digital tools, such as CRM platforms, cloud-based solutions, or project management software, to enhance efficiency (Source: DFST2025 - Midyear Update.pdf).</li><li>Provide support for AI or automation tools, enabling executives and teams to improve workflows.</li></ul><p><strong>General Office Management</strong>:</p><ul><li>Help maintain organized filing systems, both digital and physical.</li><li>Arrange executive expense reporting and monitor budgets related to travel or departmental needs.</li><li>Manage sensitive information with utmost confidentiality and discretion.</li></ul><p><br></p>
<p>Job Summary</p><p>We are seeking proactive professionals open to contract and contract-to-hire opportunities. As a Human Resources Manager, you will play a key role in managing HR functions, ensuring compliance with state and federal regulations, and supporting employee relations. This position requires expertise in California-specific HR laws to help us navigate talent acquisition, employee development, and organizational policies.</p><p>Key Responsibilities</p><ul><li>Oversee recruitment, onboarding, and offboarding processes for contract and permanent staff.</li><li>Provide guidance on employee relations, performance management, and conflict resolution.</li><li>Ensure compliance with California labor laws, including wage and hour regulations, leave policies (e.g., CFRA, PFL), and anti-discrimination statutes.</li><li>Develop and implement HR policies, procedures, and training programs tailored to our team's needs.</li><li>Manage benefits administration, payroll coordination, and HRIS systems.</li><li>Conduct audits and risk assessments to maintain regulatory compliance.</li><li>Collaborate with leadership on strategic HR initiatives, such as diversity and inclusion efforts.</li><li>Handle sensitive employee matters with confidentiality and professionalism.</li></ul><p><br></p>
<p>We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! </p><p><br></p><p>Key Responsibilities:</p><ul><li>Consult with potential and existing clients to gather necessary details for formulating planning proposals.</li><li>Regularly meet with established clients to review and update their estate plan based on changing circumstances.</li><li>Accurately estimate and convey the necessary fees to the clients.</li><li>Efficiently manage client engagement process while preparing estate planning documents.</li><li>Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums.</li><li>Process payments for services rendered.</li><li>Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets.</li><li>Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters.</li><li>Review drafted estate plans to ascertain they align with client’s needs and our professional recommendations.</li><li>Conduct client review sessions, explain and answer their queries or concerns.</li><li>Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms.</li><li>Respond to clients' electronic and telephonic communication in a timely manner.</li><li>Document detailed notes of all client communications and maintain them within the client file.</li><li>Participate in regular department meetings to discuss complex client matters and other relevant topics.</li><li>Undertake any other relevant projects or tasks as assigned.</li></ul><p><br></p>
<p>Lisa Cole with Robert Half is looking for a detail-oriented and proactive Accounts Receivable and Inventory Specialist a great company near the West Sacramento area. This role is ideal for someone with a strong background in AR, excellent communication skills, and a passion for working in a fast-paced environment. If you are interested in this position, please call Lisa Cole at 916-649-0832</p><p><br></p><p>Responsibilities:</p><ul><li>Process and post incoming payments accurately and efficiently</li><li>Monitor customer accounts for delayed payments and follow up as needed</li><li>Reconcile AR transactions and resolve discrepancies</li><li>Generate and distribute invoices and account statements</li><li>Collaborate with internal teams to resolve billing issues</li><li>Maintain accurate records and documentation</li><li>Provide excellent customer service to clients regarding billing inquiries</li></ul><p><br></p>
We are looking for an organized and detail-oriented Project Coordinator to join our team in Roseville, California. This Contract to permanent position involves supporting construction operations, focusing on prevailing wage projects for a subcontractor. The role requires strong communication and coordination skills to ensure smooth project execution and compliance with industry standards.<br><br>Responsibilities:<br>• Maintain and update project schedules, tracking milestones, deliverables, and deadlines.<br>• Manage documentation, including submittals, RFIs, change orders, and closeout paperwork.<br>• Ensure compliance with prevailing wage regulations and certified payroll reporting.<br>• Coordinate communication between field teams, office personnel, subcontractors, and vendors.<br>• Assist with procurement and delivery logistics for materials and equipment.<br>• Support contract administration tasks such as managing subcontractor agreements and insurance certificates.<br>• Attend and document project meetings, preparing minutes and follow-up action items.<br>• Monitor project progress and address potential issues proactively.<br>• Assist in budget tracking, invoice processing, and cost management.<br>• Utilize project management tools, including Office 365 and QuickBooks, to streamline workflows.
Robert Half Contracts Finance and Accounting are seeking a bookkeeper to join a Wholesale company in Sacramento! This job is contract to hire that would start right away. The job duties would include:<br><br> Maintain accurate financial records using QuickBooks Enterprise.<br> Record daily transactions, journal entries, and adjustments in accordance with full accrual accounting principles.<br> Manage accounts payable and accounts receivable, including processing vendor bills, issuing invoices, sending statements, and handling collections. Perform bank and credit card reconciliations on a regular basis.<br> Assist with month-end and year-end closing procedures.<br> Collaborate with management and/or external accountants to ensure financial accuracy and compliance.<br>Inventory Management & Purchasing<br> Utilize the QuickBooks inventory management system to record, track, and reconcile inventory transactions.<br> Oversee inventory control, including cycle counts, work-in-process (WIP) tracking, physical counts, and inventory reconciliations.<br> Maintain accurate inventory valuation, costing, and adjustments.<br> Manage purchasing activities—create and track purchase orders, match receiving documents, and resolve vendor discrepancies.<br> Apply a strong understanding of FOB shipping and FOB destination terms to determine accurate transfer of ownership and timing for receiving goods.<br> Participate in and assist with semi-annual and year-end physical inventory counts.<br> Support the bidding process, including gathering quotes, comparing costs, and maintaining bid records.<br>Administrative & Customer Support<br> Provide professional customer service—handle inquiries, send customer statements, and perform collection calls when necessary.<br> Maintain organized and accurate digital and physical filing systems for invoices, purchase orders, and financial records.<br> Assist with general office duties, including answering phones and providing administrative support.<br><br><br>The ideal candidate would have QuickBooks Enterprise, 3-4 years of bookkeeping experience and be able to work with important deadlines. If you feel this is the job for you, apply today!
