We are looking for a skilled Strategic Sourcing Travel & Corporate Services Manager to join our team on a long-term contract basis in San Francisco, California. In this role, you will focus on optimizing travel and corporate service procurement strategies, as well as managing key supplier relationships to ensure cost-effective and high-quality outcomes. You will collaborate with cross-functional teams to drive impactful sourcing initiatives and negotiate favorable agreements across various categories, including HR, benefits, and workplace services.<br><br>Responsibilities:<br>• Act as a strategic sourcing advisor for internal stakeholders, ensuring alignment with business objectives and regular updates on progress.<br>• Provide data-driven insights to optimize supplier selection, program performance, and overall compliance.<br>• Lead and support sourcing events, including RFPs, for travel, meetings, and corporate services.<br>• Develop strategies to enhance supplier relationships, focusing on scalability, efficiency, and sustainability.<br>• Collaborate with various departments, including Finance, HR, Legal, and Workplace teams, to identify sourcing opportunities and align with company policies.<br>• Support the refinement of KPIs and leverage program data to drive actionable recommendations.<br>• Negotiate favorable terms with suppliers across categories such as travel, event services, and workplace needs.<br>• Ensure adherence to duty of care standards and procurement policies while achieving cost savings.<br>• Coordinate sourcing efforts globally to address procurement needs across multiple office locations.<br>• Drive strategic alignment between transient travel and enterprise-wide meetings and events.
<p>We are looking for a detail-oriented Medical Administrator to join our team on a contract basis in San Mateo, California. This role requires proficiency in medical terminology and administrative tasks to ensure smooth operations in a healthcare setting. The ideal candidate will possess a strong ability to manage patient records, appointments, and insurance verification processes.</p><p><br></p><p>Responsibilities:</p><p>• Verify patient insurance coverage and eligibility to ensure smooth billing processes.</p><p>• Schedule patient appointments efficiently and maintain accurate records in electronic medical systems.</p><p>• Manage patient billing and payment documentation with attention to detail.</p><p>• Utilize electronic medical records, such as EpiCare Inpatient, to update and maintain patient data.</p><p>• Ensure patients are checked in and out seamlessly during appointments.</p><p>• Handle patient scheduling and communicate appointment details effectively.</p><p>• Provide support in maintaining compliance with healthcare regulations and standards.</p><p>• Collaborate with healthcare professionals to streamline administrative workflows.</p><p>• Assist in maintaining accurate patient records by applying knowledge of medical terminology.</p><p>• Address inquiries from patients and staff regarding scheduling and administrative procedures.</p><p><br></p><p>If you are interested in the role please apply and call us at (510) 470-7450</p>
<p><strong>6-8+ Month Contract Role - Benefits, PTO, Bonus available!</strong></p><p>We are looking for a skilled Non-Qualified Plan Administrator to join our team on a long-term contract basis. In this role, you will oversee the administration of deferred compensation plans, 409A, 401k plans, ensuring compliance and accuracy in all processes. You will collaborate with internal teams and external vendors to manage participant communications, data reconciliation, and plan-related inquiries. This position offers an opportunity to work in a dynamic environment while contributing to the efficiency and effectiveness of savings plan operations.</p><p><br></p><p>Responsibilities:</p><p>• Administer annual enrollment processes for multiple deferred compensation plans, including coordination with vendors and review of participant communications.</p><p>• Process distribution payments for various participant events, such as vesting, separation of service, and domestic relations orders, in compliance with established schedules.</p><p>• Manage employer discretionary allocation reviews, developing timelines, processing deposits, and drafting participant notifications.</p><p>• Compile and analyze year-end compensation data to support non-discrimination testing and plan analysis.</p><p>• Maintain and update plan materials to ensure accuracy and compliance.</p><p>• Collaborate with vendors and internal teams to identify and resolve data discrepancies and file transmission errors.</p><p>• Respond to participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations.</p><p>• Investigate payroll deduction variances and initiate wire deposit requests for plan funding.</p><p>• Participate in team projects, offering recommendations to improve processes and enhance operational efficiency.</p>
<p>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></p>
<p>We are looking for an experienced Accounting Supervisor to oversee and manage key financial operations within our organization. This role involves ensuring accuracy in financial reporting, maintaining compliance with accounting standards, and providing leadership to the accounting team. Based in Alameda, California, this position offers the opportunity to contribute to the company’s financial integrity and efficiency.</p><p><br></p><p>Responsibilities:</p><ul><li>Process and manage salaried payroll, including issuing and transmitting payments for 401(k), union dues, dependent care, garnishments, ACA reporting, and W-2 reconciliation.</li><li>Record payroll-related journal entries, reconcile five monthly payroll cycles, generate payroll reports, and balance general ledger and commuter benefit entries.</li><li>Administer trust bank accounts by scanning and depositing funds, recording transactions in ProLaw and the general ledger, processing W-9s, setting up payees, and issuing payments per client and attorney instructions.</li><li>Respond to accounting and payroll inquiries in a timely manner.</li><li>Oversee accounts receivable, accounts payable, and billing functions, focusing on process improvements and operational efficiency.</li><li>Supervise accounting support staff performance in collaboration with the firm administrator.</li></ul>
