<p><strong>HR Assistant</strong></p><p><strong>Brief Job Description</strong></p><p>We are hiring an HR Assistant to provide administrative support to the HR team and help ensure smooth execution of core human resources processes.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain employee files and update HR records</li><li>Assist with onboarding documents and orientation scheduling</li><li>Support benefits enrollment and payroll-related administration</li><li>Answer basic employee questions and route inquiries appropriately</li><li>Help schedule interviews, meetings, and training sessions</li><li>Prepare reports, correspondence, and HR forms</li></ul>
We are looking for an experienced Controller to lead accounting operations for a property-focused organization in Walnut Creek, California. This role is responsible for maintaining accurate financial records, strengthening reporting processes, and guiding the accounting team through complex deadlines and priorities. The ideal candidate brings deep accounting leadership experience, strong analytical judgment, and the ability to work effectively with a wide range of internal stakeholders.<br><br>Responsibilities:<br>• Oversee daily accounting activities and ensure financial records, reconciliations, and supporting documentation are completed accurately and on schedule.<br>• Prepare and review monthly, quarterly, and annual financial statements, delivering clear reporting that supports business decisions.<br>• Direct and mentor accounting staff, assigning work, monitoring performance, and promoting consistent adherence to internal controls.<br>• Manage property management accounting functions, including maintenance of financial data within relevant accounting platforms and related reporting tools.<br>• Coordinate audits, tax-related reporting, and compliance activities by organizing required records and responding to requests in a timely manner.<br>• Analyze financial results, identify variances or trends, and recommend corrective actions to improve accuracy and operational performance.<br>• Establish priorities across multiple deadlines, allocate resources effectively, and ensure critical deliverables are completed without delay.<br>• Partner with cross-functional teams to support documentation workflows, financial record retention, and process improvements tied to accounting operations.
<p>We are looking for an experienced and service-focused Front Desk Coordinator to support daily workplace operations in South San Francisco California! This Long-term Contract position is ideal for someone who enjoys creating a welcoming office environment, managing visitor interactions with care, and keeping shared spaces organized and ready for use. The role combines front desk coverage, office coordination, and responsive support for employees, guests, and onsite activities in a fast-paced setting.</p><p><br></p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><p>• Welcome guests, oversee check-in procedures, and promptly connect visitors with their internal hosts.</p><p>• Monitor upcoming arrivals and maintain visitor scheduling details so the front office is prepared throughout the day.</p><p>• Work closely with executive support staff and internal departments to deliver a smooth and well-organized onsite experience.</p><p>• Answer reception-related questions, manage incoming calls, and provide day-to-day assistance for employees and visitors.</p><p>• Inspect lobbies, meeting rooms, kitchens, and other shared areas to ensure they remain clean, stocked, and presentable.</p><p>• Track supply levels for office, pantry, and onboarding materials, and communicate replenishment needs to the workplace team.</p><p>• Perform opening and closing walkthroughs to confirm facilities are orderly, functional, and ready for daily operations.</p><p>• Coordinate workplace requests, document issues, and escalate matters that require broader vendor or facilities support.</p><p>• Assist with room setup, signage, catering coordination, and event breakdown for meetings, executive visits, and special onsite activities.</p>
<p>Robert Half is seeking analytical and driven Entry-Level Financial Analysts for contract and contract-to-hire opportunities with growing organizations across the Bay Area. These roles are ideal for recent graduates and early-career professionals looking to develop their skills in financial analysis, reporting, budgeting, forecasting, and business decision support.</p><p><br></p><p>The ideal candidate has a Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field, strong Excel skills, and a desire to build a career in corporate finance, FP&A, or strategic analysis.</p><p><br></p><p>Key Responsibilities</p><ul><li>Assist with budgeting, forecasting, and financial planning activities.</li><li>Analyze financial data and prepare reports for management.</li><li>Build and maintain Excel-based financial models.</li><li>Monitor key performance indicators (KPIs) and business metrics.</li><li>Support monthly, quarterly, and annual reporting processes.</li><li>Perform variance analysis comparing actuals to budgets and forecasts.</li><li>Collect, organize, and analyze large datasets to identify trends and business insights.</li><li>Assist with revenue, expense, and profitability analysis.</li><li>Create dashboards, presentations, and ad hoc reports for leadership teams.</li><li>Support special projects related to financial planning, operations, and strategic initiatives.</li></ul><p><br></p><p><br></p>
<p>Robert Half is seeking detail-oriented Staff Accountants for contract and contract-to-hire opportunities with leading companies throughout the Bay Area. These roles are ideal for accounting professionals looking to expand their experience in month-end close, reconciliations, financial reporting, and general ledger accounting while supporting dynamic accounting teams.</p><p><br></p><p>The ideal candidate has 2+ years of accounting experience, a strong understanding of GAAP, and experience working within an ERP or accounting system.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and post journal entries.</li><li>Perform bank, balance sheet, and general ledger account reconciliations.</li><li>Assist with month-end, quarter-end, and year-end close processes.</li><li>Analyze general ledger activity and investigate discrepancies.</li><li>Maintain fixed asset schedules and depreciation records.</li><li>Prepare accruals, prepaid expense schedules, and other supporting schedules.</li><li>Assist with financial statement preparation and reporting.</li><li>Support external audits and annual audit requests.</li><li>Ensure compliance with company accounting policies and procedures.</li><li>Participate in process improvement initiatives and special projects.</li></ul><p><br></p><p><br></p>
<p>Robert Half is seeking motivated Collections Specialists for contract and contract-to-hire opportunities with growing organizations throughout the Bay Area. These roles are ideal for professionals who excel at building relationships, resolving payment issues, and improving cash flow while maintaining a positive customer experience.</p><p><br></p><p>The ideal candidate has 2+ years of business-to-business (B2B) collections experience, strong communication skills, and a track record of successfully reducing aging receivables.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage an assigned portfolio of accounts and proactively follow up on outstanding invoices.</li><li>Contact customers via phone and email regarding past-due balances.</li><li>Research and resolve billing disputes, deductions, and payment discrepancies.</li><li>Negotiate payment arrangements and secure commitments to pay.</li><li>Monitor aging reports and prioritize collection activities.</li><li>Collaborate with billing, accounts receivable, sales, and customer service teams to resolve account issues.</li><li>Document collection efforts and maintain accurate customer records.</li><li>Apply cash receipts and reconcile customer accounts as needed.</li><li>Prepare aging reports and provide updates to management.</li><li>Support month-end close and accounts receivable activities.</li></ul><p><br></p>
We are looking for a skilled Legal Assistant to join our team in Oakland, California. This role requires expertise in civil litigation procedures and fluency in both English and Spanish. The ideal candidate will be detail-oriented, proficient in legal document preparation, and possess excellent organizational and communication skills.<br><br>Responsibilities:<br>• Prepare and draft routine legal documents, including complaints, discovery materials, motions, and briefs.<br>• Manage e-filing processes and ensure timely submission of court documents.<br>• Coordinate and maintain legal calendars, including deadlines and court appearances.<br>• Conduct thorough analysis and prioritization of legal tasks and projects.<br>• Utilize Microsoft Word, Excel, Outlook, and Adobe Acrobat Pro efficiently to support legal operations.<br>• Communicate effectively in English and Spanish to assist with bilingual legal needs.<br>• Apply in-depth knowledge of California Superior Court civil litigation rules and procedures.<br>• Ensure accuracy and compliance in all court filings and documentation.<br>• Collaborate with attorneys and other team members to meet case deadlines and objectives.
<p>Robert Half is seeking detail-oriented Accounting Assistants for contract and contract-to-hire opportunities with growing organizations across the Bay Area. These roles are ideal for professionals who enjoy supporting multiple accounting functions and want to gain exposure to a variety of industries and accounting operations.</p><p><br></p><p>The ideal candidate has 1+ years of accounting support experience, strong organizational skills, and the ability to assist with accounts payable, accounts receivable, reconciliations, and administrative accounting duties.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day accounting operations, including AP and AR processing.</li><li>Enter invoices, payments, deposits, and journal entries.</li><li>Assist with bank and credit card reconciliations.</li><li>Process customer invoices and follow up on outstanding balances.</li><li>Maintain accurate financial records and accounting documentation.</li><li>Support month-end close activities and account reconciliations.</li><li>Prepare spreadsheets, reports, and financial schedules.</li><li>Assist with payroll data entry and employee expense reporting.</li><li>Respond to vendor and customer inquiries.</li><li>Perform general administrative duties to support the accounting team.</li></ul>
<p>Looking to join a welcoming team where your contributions are valued and your professional growth is encouraged? This is an excellent opportunity to join a well-established, mission-driven nonprofit organization in Redwood City!</p><p>We are seeking a motivated, detail-oriented, and adaptable Accounts Payable Clerk to support the organization's accounting department. You'll be joining a collaborative team with an approachable, accessible management group that values teamwork, open communication, and continuous improvement.</p><p><br></p><p>This organization believes in promoting from within and developing its employees, making this a great opportunity for someone looking to gain hands-on accounting experience, expand their skill set, and grow their career over time.</p><p>Starting at approximately 24 hours per week, this position offers the potential for additional hours as business needs evolve. Training will be provided, and the team is looking for someone who brings a positive attitude, strong attention to detail, and a willingness to learn.</p><p>What You'll Be Doing</p><p><strong>Accounts Payable & Accounting Support</strong></p><ul><li>Review invoices, vendor statements, employee reimbursements, and payment requests for accuracy and completeness.</li><li>Verify appropriate departmental and management approvals before processing payments.</li><li>Assign accurate general ledger (GL) accounts and accounting codes to invoices and expenses.</li><li>Enter and post approved invoices and bills into the accounting system.</li><li>Prepare accounts payable checks and electronic payments for review and approval.</li><li>Maintain accurate vendor records and supporting documentation.</li><li>Reconcile vendor statements and AP records while researching and resolving discrepancies.</li><li>Assist with annual vendor reporting, including collecting W-9 forms and preparing information for 1099 reporting.</li><li>Maintain organized AP files and documentation in accordance with organizational policies.</li><li>Support internal controls and proper separation of financial duties.</li><li>Assist with additional accounting and administrative projects as needed.</li></ul><p><br></p>
<p>We are seeking a Case Manager to coordinate services, support clients, and help ensure timely and effective case resolution.</p><p><strong>Responsibilities</strong></p><ul><li>Assess client needs and develop service plans</li><li>Coordinate referrals, resources, and follow-up care or services</li><li>Maintain accurate case files and documentation</li><li>Monitor client progress and update plans as needed</li><li>Communicate with clients, families, and service providers</li><li>Ensure compliance with organizational and regulatory requirements</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>Accountant/AP</strong></p><p><strong>90K-120K+bonus+Excellent Benefits</strong></p><p> </p><p>We are looking for a dedicated Accountant (AP focus) to join a dynamic, well-established company with a strong reputation and exceptional benefits, including fully paid health coverage and a generous 401k match. The ideal candidate will have a comprehensive understanding of accounts payable and general ledger accounting, contributing to the company’s financial operations and reporting.</p><p> </p><p>Responsibilities:</p><p>• Manage the full cycle of accounts payable processes, including bill payments and expense report handling.</p><p>• Reconcile vendor payments, identify discrepancies, and resolve payment issues efficiently.</p><p>• Prepare journal entries and maintain the general ledger to ensure accurate financial records.</p><p>• Oversee month-end and year-end close procedures, ensuring timely and accurate completion.</p><p>• Perform bank reconciliations and review monthly financial statements, including profit and loss, balance sheets, and general ledger.</p><p>• Assist in the implementation of accounting systems to streamline processes and improve functionality.</p><p>• Process and review employee expense reports using Ramp, ensuring compliance with company policies.</p><p>• Support annual audits by preparing schedules, analyses, and necessary documentation.</p><p>-Participate in annual audit including preparation of audit schedules, analyses, and support.</p><p>-Review general ledger and perform monthly budget to variance analysis</p><p>• Contribute to annual budget and forecast planning, as well as the preparation of financial reports.</p><p> </p><p><br></p>
<p>We are seeking an Account Manager to build and maintain strong client relationships, support customer satisfaction, and identify opportunities to grow accounts.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as the primary point of contact for assigned client accounts</li><li>Build long-term relationships and maintain regular client communication</li><li>Understand client needs and recommend appropriate solutions</li><li>Coordinate with internal teams to ensure timely delivery of services</li><li>Monitor account performance and resolve issues proactively</li><li>Identify upsell, cross-sell, and renewal opportunities</li></ul><p><br></p>
<p>Robert Half is partnering with mission-driven nonprofit organizations seeking experienced Staff Accountants to support accounting operations, financial reporting, grant tracking, and month-end close activities. These opportunities are ideal for accounting professionals who enjoy meaningful work and have experience navigating the unique financial reporting and compliance requirements of nonprofit organizations.</p><p><br></p><p>The ideal candidate has 2+ years of accounting experience, strong general ledger skills, and experience supporting audits, fund accounting, or grant-funded programs.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and post journal entries and maintain general ledger accuracy.</li><li>Perform bank, balance sheet, and account reconciliations.</li><li>Assist with month-end, quarter-end, and year-end close processes.</li><li>Track and reconcile restricted and unrestricted funds.</li><li>Support grant reporting and expense allocations across programs and funding sources.</li><li>Prepare financial reports and supporting schedules for leadership and board reporting.</li><li>Assist with annual audit preparation and auditor requests.</li><li>Reconcile donor contributions and revenue accounts.</li><li>Maintain fixed asset schedules and depreciation records.</li><li>Ensure compliance with nonprofit accounting policies, grant requirements, and GAAP.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SR. DIRECTOR OF REVENUE ACCOUNTING</strong></p><p><br></p><p>We are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting for a publicly traded biotech company with over 1B in revenue. This role requires a strong understanding of gross-to-net accounting, revenue recognition, and compliance with industry-specific financial processes. The position offers an opportunity to contribute to impactful financial decision-making and operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the revenue accounting processes, including product revenue, gross-to-net accounting, receivables, royalties, rebates, and chargebacks.</p><p>• Oversee the monthly and quarterly financial close processes to ensure accurate and timely reporting of revenue-related accounts.</p><p>• Review and approve revenue entries, reconciliations, and allocation of product sales by site and region.</p><p>• Develop and distribute monthly revenue flash reports and provide ad-hoc financial analysis as needed.</p><p>• Collaborate with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights.</p><p>• Establish and lead structured cross-functional reviews of gross-to-net estimates, partnering with departments to improve forecasting accuracy.</p><p>• Provide subject matter expertise on payor contract terms, ensuring proper interpretation and reflection in financial assumptions.</p><p>• Support the launch of new products by offering financial guidance and contributing to forecasting and budgeting efforts.</p><p>• Serve as a key member of the finance to support strategic decisions.</p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Bookkeeper to join a growing team in Oakland, California. </p><p><br></p><p>This contract position offers the potential for a permanent role, is fully onsite, and provides the opportunity to support day-to-day accounting operations across receivables, payables, payroll assistance, and general ledger activities.</p><p><br></p><p>The ideal candidate brings a solid accounting background, strong organizational skills, and the ability to manage multiple priorities with accuracy and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Manage customer billing activities, record incoming payments, prepare deposits, and follow up on outstanding balances to support healthy cash flow.</p><p>• Oversee accounts payable tasks by coding invoices, processing approved payments, maintaining vendor records, and reconciling supplier statements.</p><p>• Administer employee expense reporting, company card reconciliations, wire transactions, and other disbursement-related accounting entries.</p><p>• Provide payroll support by reviewing time records, coordinating corrections with managers, and assisting with payroll-related reporting and employee inquiries.</p><p>• Prepare journal entries, maintain general ledger accuracy, and complete reconciliations for bank accounts and other balance sheet items.</p><p>• Support monthly and quarterly close activities, including trial balance preparation, expense review, and tracking of capital purchases and fixed assets.</p><p>• Complete required tax and regulatory filings such as sales tax, property tax, and year-end reporting documents in a timely manner.</p><p>• Partner with internal teams and customers to set up accounts, resolve billing issues, reconcile payment portal activity, and issue account statements.</p>
<p>Robert Half is looking for a customer-focused professional who thrives in a fast-paced environment and enjoys making a difference in the community. We are partnering with an established sanitation and waste management organization seeking a dynamic, personable, and detail-oriented <strong>Customer Service Representative (CSR)</strong> to join its growing team!</p><p><br></p><p>This is an excellent opportunity for someone who enjoys helping people, solving problems, and keeping daily operations running smoothly. As a key point of contact for customers, you will play an important role in delivering exceptional service, resolving inquiries, and ensuring a positive customer experience from the first interaction to the last.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for customers, responding to inquiries and requests via phone, email, text, and in-person interactions.</li><li>Assist customers with billing questions, payment processing, account updates, and general service inquiries.</li><li>Establish new customer accounts, maintain accurate records, and update account information within internal systems.</li><li>Investigate and resolve customer concerns, service disruptions, billing discrepancies, and other account-related issues in a timely and professional manner.</li><li>Communicate service information, answer questions, and provide clear solutions while maintaining a positive and customer-first approach.</li><li>Perform general administrative and clerical duties, including data entry, document management, filing, and other office support responsibilities.</li><li>Collaborate with internal departments and team members to ensure customer requests are addressed efficiently and service expectations are met.</li></ul><p><br></p><p><br></p>
<p>A well-established San Francisco–based personal injury law firm is seeking a Civil Litigation Associate with 1–2+ years of post-bar experience to join its growing practice. This is a contract-to-hire opportunity offering hands-on litigation experience, mentorship, and the potential for long-term placement. The Associate will support all phases of civil litigation on plaintiff-side matters, primarily personal injury cases. While plaintiff-side personal injury experience is preferred, the firm is open to candidates from any civil litigation practice area who are eager to transition into this space.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Draft pleadings, motions, discovery, and other litigation-related documents</li><li>Manage written discovery and assist with depositions</li><li>Conduct legal research and factual investigations</li><li>Assist with case strategy, trial preparation, and settlement negotiations</li><li>Communicate with clients, experts, opposing counsel, and court personnel</li><li>Support senior attorneys throughout the lifecycle of active litigation matters</li></ul>
<p>We are looking for an experienced Employment Attorney to join a well established team in San Jose, California. This opportunity is suited to a lawyer who can independently drive employment matters from initial assessment through resolution while delivering practical counsel to clients on workplace compliance and dispute prevention. The role offers a broad practice spanning litigation, advisory work, and training, and would be a strong fit for someone with solid courtroom experience and strong written and verbal advocacy skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead employment matters through all phases of litigation, from early case evaluation and strategy through discovery, motion practice, hearings, and resolution.</p><p>• Represent clients in wage and hour disputes, discrimination claims, wrongful termination cases, and related workplace actions in state and federal court.</p><p>• Take and defend depositions, prepare witnesses, and serve as primary counsel in contested matters with limited supervision.</p><p>• Draft persuasive motions, briefs, pleadings, and other case documents with a high level of accuracy and strategic focus.</p><p>• Advise employers on compliance with wage and hour rules, leave requirements, workplace policies, and California labor regulations.</p><p>• Respond to administrative agency complaints and guide clients through investigations, pre-litigation disputes, and risk management considerations.</p><p>• Support employers with policy development, compliance initiatives, and training programs designed to reduce workplace legal exposure.</p><p>• Handle complex employment matters, including class and representative actions, while maintaining strong client communication and case organization.</p>
<p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien: meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **</p>
<p>We are looking for a detail-oriented Bookkeeper to support day-to-day financial operations for a real estate and property organization. This is a Contract position suited for someone who can maintain accurate records, manage core accounting activities, and keep financial information organized and up to date. The ideal candidate brings hands-on experience with QuickBooks and a strong command of payables, receivables, and account reconciliation.</p><p><br></p><p>Responsibilities:</p><p>• Maintain complete and accurate financial records by entering, reviewing, and organizing daily accounting transactions.</p><p>• Process vendor invoices, prepare payments, and monitor outgoing obligations to ensure accounts payable activity is handled on time.</p><p>• Track incoming payments, post customer receipts, and follow up on outstanding balances to support accounts receivable accuracy.</p><p>• Reconcile bank accounts and related financial records regularly to identify discrepancies and resolve issues promptly.</p><p>• Use QuickBooks to record transactions, update ledgers, and produce reliable financial data for internal review.</p><p>• Assist with month-end bookkeeping tasks by verifying balances and preparing supporting documentation for reporting needs</p>
<p><strong>Position Overview</strong></p><p>We are seeking an experienced HR Generalist to support a variety of human resources functions, including employee relations, recruitment, onboarding, benefits administration, compliance, and performance management. This role will serve as a key partner to employees and leadership while helping maintain a positive and compliant workplace environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Support full-cycle recruiting, onboarding, and offboarding activities.</li><li>Administer employee benefits, leave programs, and HRIS updates.</li><li>Assist with employee relations matters and HR policy implementation.</li><li>Maintain personnel records and ensure compliance with federal, state, and company regulations.</li><li>Partner with managers on performance management, training, and employee development initiatives.</li></ul><p><br></p>
We are looking for an Accounts Receivable Specialist to join a healthcare-focused team on a contract-to-permanent basis. This position supports customer account activity by addressing billing-related questions, resolving concerns efficiently, and helping maintain accurate payment records. The role is well suited for someone who is comfortable managing a high volume of phone interactions while delivering attentive service and strong follow-through.<br><br>Responsibilities:<br>• Respond to customer inquiries related to accounts, billing, service concerns, and other account matters through inbound and outbound phone communication.<br>• Investigate payment and invoice questions by reviewing account details, clarifying charges, and applying payments accurately to outstanding balances.<br>• Follow up promptly on open issues to drive timely resolution and maintain positive customer relationships.<br>• Address complaints courteously, document outcomes in the system, and take appropriate steps to resolve account concerns.<br>• Process account updates such as adjustments, refunds, credit card transactions, and expedited payment requests with accuracy.<br>• Contact customers to collect payments and support resolution of past-due balances through courteous outbound outreach.<br>• Evaluate service cancellation requests, attempt to retain accounts when appropriate, and complete closure steps when cancellation is confirmed.<br>• Arrange for equipment pickup following account termination and direct calls to the appropriate internal teams when additional support is needed.<br>• Maintain organized records by scanning, filing, and documenting written and verbal customer communications, while managing a high daily call volume.
We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month contract opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter. <br> Key Responsibilities Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance. Evaluate investigative findings and determine whether cases warrant escalation or additional review. Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings. Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks. Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures. Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner. Provide feedback and guidance to investigators to improve case quality and consistency. Support audit, regulatory, and compliance requests related to AML investigations and reporting. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **
<p><strong>Jennifer Fukumae with Robert Half’s Financial Services Division</strong> is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a <strong>Paraplanner</strong> to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul><p><br></p>
<p><br></p><p><br></p><p>We're looking for a proactive, hospitality-minded <strong>Workplace Specialist</strong> to help create an exceptional office experience in a fast-growing startup. This role is perfect for someone who enjoys wearing multiple hats, solving problems, and building a workplace where employees feel supported, engaged, and excited to come to work. #TECHCOMPANY</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Own day-to-day workplace operations and ensure the office runs smoothly</li><li>Deliver a best-in-class employee and guest experience</li><li>Coordinate office logistics, conference rooms, vendors, and workplace services</li><li>Manage office inventory, supplies, food and beverage programs, and deliveries</li><li>Support onboarding, employee events, team gatherings, and culture initiatives</li><li>Partner with facilities, IT, and cross-functional teams on workplace projects</li><li>Identify opportunities to improve processes and enhance the employee experience</li></ul>