<p>Robert Half is currently working with an established organization on their search for Payroll Analyst with proven payroll reporting and analytical skills. This candidate will process high volume payroll, perform payroll reconciliations, identify payroll discrepancies, coordinate with the human resources department as needed, utilize Workday to process workflows, assist with system documentation, generate ad hoc reports, process payroll data, resolve payroll issues, prepare journal entries, and maintain the client database. This Payroll Administrator must possess excellent multi-tasking skills, strong organizational abilities, and solid time management skills. </p><p> </p><p>What you get to do daily</p><p>· Review and enter payroll data</p><p>· Process union payroll</p><p>· Complete journal entries</p><p>· Provide administrative support</p><p>· Reconcile union dues</p><p>· Assist with wage garnishments</p><p>· Generate year-end statements</p><p>· Process payroll taxes</p><p>· Provide support the HR department</p>
<p>We are looking for a detail-oriented Payroll Specialist to join our team in the Central, New Jersey area. In this role, you will oversee payroll processing, tax withholdings, and benefit reconciliations while ensuring accuracy and compliance. This position is ideal for someone with strong organizational skills and a proven ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Review and validate timesheets for accuracy before processing payroll.</p><p>• Process weekly payroll and ensure timely payment to employees.</p><p>• Maintain and update employee records, including tax and benefit information.</p><p>• Assist in preparing tax reports and ensuring compliance with relevant regulations.</p><p>• Provide administrative support for payroll-related functions and inquiries.</p><p>• Handle garnishments, tax withholdings, and other payroll deductions.</p><p>• Reconcile benefit deductions and review invoices for accuracy before payment.</p><p>• Address and resolve account inquiries related to payroll and benefits.</p><p>• Support vendor invoicing and ensure proper documentation is maintained.</p>
We are looking for a dedicated and detail-oriented Case Manager to join a dynamic plaintiff litigation law firm in Santa Barbara, California. This permanent position offers the opportunity to grow into a leadership role, blending case management expertise with office oversight responsibilities. If you are motivated, organized, and eager to become a key part of a thriving legal team, this role is designed for you.<br><br>Responsibilities:<br>• Assist with legal administrative tasks and learn case processes from intake to settlement.<br>• Support case managers by gaining hands-on experience with file management and workflow.<br>• Take on a manageable caseload as a Senior Case Manager, providing strategic guidance and ensuring timely case progression.<br>• Oversee staff workflows and productivity, stepping into an Office Manager role over time.<br>• Conduct twice-daily team check-ins to monitor task completion and file movement.<br>• Lead hiring, onboarding, and training initiatives for new case managers.<br>• Manage HR-related duties, including tracking time-off requests, conducting employee reviews, and maintaining payroll records.<br>• Organize and improve internal systems to enhance team efficiency and accountability.<br>• Serve as the point of contact for case strategy discussions and file reviews.
<p> In this role, you will provide essential back-office support, including reprographics, mail services, and other operational tasks, while ensuring high-quality service delivery. This position requires a proactive individual who thrives in a fast-paced environment and is committed to maintaining client satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Perform reprographics tasks, mail handling, and intake functions following established procedures.</p><p>• Utilize appropriate logs to track office services work and ensure accurate job ticket completion before starting tasks.</p><p>• Troubleshoot and resolve basic equipment issues, escalating complex problems to supervisors when necessary.</p><p>• Load and maintain machines with paper, toner, and other supplies while adhering to cost-efficient practices.</p><p>• Maintain quality assurance by reviewing your work and that of others to meet high standards.</p><p>• Prioritize and manage workflow to meet deadlines and deliver completed projects on time.</p><p>• Communicate effectively with supervisors or clients regarding project updates, deadlines, or any arising issues.</p><p>• Follow organizational policies and site-specific guidelines to ensure compliance in all tasks.</p><p>• Handle sensitive and confidential documents with discretion and professionalism.</p><p>• Provide assistance in other service areas such as hospitality, reception, and audio/visual support as needed.</p>
We are looking for a dedicated Customer Service Representative to join our team in Strongsville, Ohio. This Contract to permanent position offers an opportunity to work in a fast-paced service industry environment, providing exceptional support to clients and ensuring smooth account management. If you have a strong background in customer service and a proactive approach, we encourage you to apply.<br><br>Responsibilities:<br>• Assist customers by addressing inquiries, resolving issues, and providing accurate information in a timely manner.<br>• Maintain detailed records and prepare reports to ensure accurate documentation of client interactions and account updates.<br>• Handle inbound calls professionally, demonstrating strong communication skills and a customer-focused attitude.<br>• Utilize SAP software to manage data entry and account transactions efficiently.<br>• Leverage Office tools to create detailed reports and support administrative tasks.<br>• Collaborate with team members to ensure seamless account management and client satisfaction.<br>• Follow established procedures for background checks and drug screenings prior to onboarding new team members.<br>• Adapt quickly to new processes and systems, contributing to the team’s success.<br>• Uphold a high standard of professionalism in all interactions with clients and colleagues.
<p><strong>Position Overview:</strong></p><p> We are looking for a detail-oriented and organized <strong>HR Assistant</strong> to join our clients Human Resources team at a local nonprofit in San Diego. This <strong>onsite role</strong> will support a variety of HR functions, including onboarding, background checks, benefits administration, and general office administrative tasks. The ideal candidate is proactive, dependable, and eager to grow their HR career while supporting a mission-driven organization. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with employee onboarding, including preparing new hire paperwork and scheduling orientations</li><li>Coordinate background checks and ensure timely completion</li><li>Support benefits enrollment, changes, and employee questions</li><li>Maintain accurate employee files and HR records</li><li>Provide general administrative support to the HR department and office operations</li></ul><p><br></p><p><br></p>
We are looking for a detail-oriented Administrative Assistant to join our team in Newark, New Jersey. In this role, you will play a pivotal part in planning and executing meetings and events at our corporate conference center, ensuring smooth operations and exceptional client satisfaction. This is a long-term contract position, ideal for someone with strong organizational skills and a passion for delivering high-quality service.<br><br>Responsibilities:<br>• Coordinate with clients to plan and organize meetings and events, ensuring their goals are achieved while adhering to company standards.<br>• Provide on-site support during events, including setting up audio/visual equipment, arranging rooms, managing catering, and addressing any logistical issues.<br>• Collaborate with internal and external vendors to secure necessary resources, negotiate agreements, and ensure seamless event delivery.<br>• Build and maintain strong relationships with partners and vendors, leveraging effective communication and negotiation skills.<br>• Handle multiple tasks and deadlines efficiently, adapting to shifting priorities while maintaining high standards of professionalism.<br>• Conduct regular inspections of the conference center to ensure facilities are in excellent condition, addressing maintenance needs promptly.<br>• Maintain and update weekly and monthly schedules for meetings and events, providing clear communication to all stakeholders.<br>• Manage inventory for conference center supplies and promotional items, ensuring availability within budget constraints.<br>• Perform various administrative duties to support departmental operations and enhance overall efficiency.
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
We are looking for an experienced Office Manager to oversee administrative functions and ensure smooth daily operations in our Durham, North Carolina office. This is a Contract-to-permanent position, offering an opportunity for growth and long-term collaboration in the construction industry. The ideal candidate will excel in multitasking, organization, and maintaining an efficient workplace.<br><br>Responsibilities:<br>• Manage day-to-day administrative tasks to support office operations effectively.<br>• Oversee the procurement and inventory of office supplies, ensuring availability at all times.<br>• Handle accounts payable processes, including invoice review and payment tracking.<br>• Perform receptionist duties, such as greeting visitors and managing incoming calls.<br>• Maintain accurate records and ensure proper document control practices.<br>• Coordinate with team members to ensure compliance with office policies and procedures.<br>• Support scheduling and meeting arrangements to enhance team productivity.<br>• Address any office-related issues, acting as the primary point of contact for vendors and service providers.
<p>Robert Half has partnered with an investment firm on their search for a Staff Accountant with strong general accounting skills. The responsibilities for this Staff Accountant role consist of handling general accounting operations such as: assisting with accounts payable/receivable activities, reviewing general ledger accounts, credit card reconciliations, preparing financial reports, assisting with financial research, maintaining internal controls, providing administrative support, and collaborating with financial resources/vendors as needed. The ideal candidate for this role should have possess great day-to-day accounting abilities in compliance with legal industry standards and firm policies. We are looking for someone with strong problem-solving skills, and can maintain accurate financial records and contribute to the overall financial health of the firm.</p><p><br></p><p>Everyday Responsibilities</p><p>· Prepare journal entries, general ledger reconciliations and account analysis</p><p>· Assist with daily accounting functions</p><p>· Reconcile and monitor collection accounts</p><p>· Ensure compliance with applicable standards (GAAP)</p><p>· Reconcile bank statements and financial accounts</p><p>· Monitor cash flow balances</p><p>· Assist with financial consolidation models</p><p>· Document asset, liability, revenue expenses</p><p>· Assist with audits and provide supporting documentation needed</p>
<p>Robert Half has partnered with an investment firm on their search for a Staff Accountant with strong general accounting skills. The responsibilities for this Staff Accountant role consist of handling general accounting operations such as: assisting with accounts payable/receivable activities, reviewing general ledger accounts, credit card reconciliations, preparing financial reports, assisting with financial research, maintaining internal controls, providing administrative support, and collaborating with financial resources/vendors as needed. The ideal candidate for this role should have possess great day-to-day accounting abilities in compliance with legal industry standards and firm policies. We are looking for someone with strong problem-solving skills, and can maintain accurate financial records and contribute to the overall financial health of the firm.</p><p><br></p><p>Everyday Responsibilities</p><p>· Prepare journal entries, general ledger reconciliations and account analysis</p><p>· Assist with daily accounting functions</p><p>· Reconcile and monitor collection accounts</p><p>· Ensure compliance with applicable standards (GAAP)</p><p>· Reconcile bank statements and financial accounts</p><p>· Monitor cash flow balances</p><p>· Assist with financial consolidation models</p><p>· Document asset, liability, revenue expenses</p><p>· Assist with audits and provide supporting documentation needed</p>
<p>Robert Half is partnering with an innovative, industry-leading company to find their next Administrative Assistant. This role is ideal for someone detail-oriented, organized, and comfortable with high-volume document handling.</p><p><br></p><p><strong>Schedule:</strong></p><p>8:00 AM – 4:00 PM</p><p><br></p><p><strong><u>The Administrative Assistant will assist with:</u></strong></p><ul><li>Digitizing physical documents through high-volume scanning</li><li>Organizing and categorizing files appropriately</li><li>Uploading scanned documents into the designated database with accuracy and confidentiality</li></ul><p>If you’re ready to jump in and support a leading organization, apply today!</p>
<p>Burlingame CPA firm is looking for an Assistant Tax/Bookkeeper to join a solid, long-standing company. If you have good administrative skills from working in a CPA firm and you are interested in learning bookkeeping, apply for consideration! Salary is $60k - $70k</p><p><br></p><p>Burlingame, CA</p><p>Tax Administrative;</p><p>5 days a week in-office to greet any clients during tax season;</p><p>Able to work remotely in off season;</p><p>Bookkeeping; </p><p>Lacerte software but not mandatory;</p><p>Need someone with administrative side and willing to learn bookkeeping</p><p>40 hours per week no overtime;</p><p>Hours: 8am-5pm</p><p><br></p><p>• Order office and tax return supplies; worked with office vendors</p><p>• Reception- phones & front desk </p><p>• E-mails - answer client inquiries; receive incoming tax documents, schedule appts</p><p>• Scheduled appointments/scheduled video/conference calls</p><p>• Sort incoming mail and post outgoing mail with postage meter</p><p>• Help format and print tax organizers for next season, draft Power of Attorney forms</p><p>• Scan tax documents to electronic file cabinet</p><p>• Prepare client paper copy of tax return and/or e-mail tax returns to clients </p><p>• Send signature forms via DocuSign; retrieve and track forms</p><p>• Data entry into Excel -usually in formatted sheets </p><p>• QuickBooks- enter client’s transactions & do bank reconciliations; print reports from QB as directed</p><p>• Bill pay for clients through QuickBooks</p><p>• Office deposits</p><p>Company does not offer health care;</p>
We are looking for a detail-oriented Project Assistant to join our team in Visalia, California. This long-term contract position requires someone with experience in administrative support or project coordination, ideally within the construction or architecture industry. The role involves supporting various aspects of construction administration, bidding processes, and government agency compliance, ensuring projects are completed efficiently and in line with organizational standards.<br><br>Responsibilities:<br>• Maintain accurate records and ensure proper distribution of documents, including drawings, specifications, meeting notes, and project forms.<br>• Provide administrative support to the Construction Administration team, including tasks such as typing, scanning, and copying.<br>• Assist with the preparation and organization of pre-bid agendas, sign-in sheets, and bid tabulations.<br>• Support all phases of the bidding process, including tracking plan holders and managing bid-related documentation.<br>• Create and issue transmittals to clients, contractors, and owners, ensuring timely communication.<br>• Update and annotate construction administration logs and project drawings with RFIs, ASIs, change orders, and other relevant updates.<br>• Coordinate with government agencies to process necessary forms and certifications, ensuring compliance with regulations.<br>• Pursue documentation and information required for project certification and closeout, maintaining thorough communication with relevant parties.<br>• Archive project materials according to firm standards, ensuring accessibility for future reference.<br>• Run project-related errands and attend off-site meetings as needed to support project timelines.
<p>We are seeking a highly organized and detail-oriented Office Manager to join our team within a growing nonprofit healthcare organization. This contract-to-permanent role offers an excellent opportunity for career development while contributing to meaningful community work. The Office Manager will play a key role in ensuring the clinic's operational and administrative success, supporting both patient care and leadership decision-making.</p><p><strong>Key Responsibilities</strong>:</p><ul><li><strong>Clinic Operations</strong>: Oversee daily clinic operations, including patient scheduling and administrative tasks, ensuring efficiency and smooth workflow.</li><li><strong>Billing and Financial Management</strong>: Manage billing processes, maintain accurate financial records, and post payments to support organizational transparency.</li><li><strong>Office Supply Management</strong>: Track and manage office inventory while adhering to established budgetary guidelines.</li><li><strong>Regulatory Compliance</strong>: Ensure compliance with state and national healthcare regulations.</li><li><strong>Reporting</strong>: Prepare data and reports on patient outcomes and other metrics to assist leadership in strategic planning.</li><li><strong>Patient Communications</strong>: Handle proactive follow-up communications with patients regarding care and upcoming appointments.</li><li><strong>Bookkeeping</strong>: Assist in light bookkeeping tasks to support operational efficiency.</li><li><strong>Collaboration with Leadership</strong>: Partner closely with the Director to align office functions with broader organizational goals.</li></ul><p><strong>Must-Have Skills</strong>:</p><ul><li>Proven experience in office management or a similar administrative role within a healthcare or nonprofit setting.</li><li>Strong understanding of clinic operations and patient management workflows.</li><li>Familiarity with financial processes, including billing and payment posting.</li><li>Knowledge of healthcare compliance regulations.</li><li>Proficiency in Microsoft Office Suite and clinic management software.</li><li>Excellent organizational skills and attention to detail.</li><li>Exceptional communication skills for both internal teams and patient interactions.</li></ul>
<p>Our client Law Firm looking for a detail-oriented and highly organized Paralegal with expertise in intellectual property law to join their team in Dallas, Texas. In this role, you will provide essential support to attorneys by managing legal filings, maintaining intellectual property portfolios, and ensuring compliance with U.S. and international regulations. This is an excellent opportunity for professionals with a strong background in patent, trademark, and copyright law.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file patent, copyright, and trademark applications for both U.S. and international jurisdictions.</p><p>• Manage communications and filings with foreign counsel for international intellectual property matters.</p><p>• Maintain and track deadlines using IP docketing systems to ensure timely filings, renewals, and responses.</p><p>• Conduct preliminary searches and assist with trademark screening and clearance reviews.</p><p>• Audit and manage intellectual property portfolios to ensure compliance with relevant rules and regulations.</p><p>• Draft and review legal documents, including correspondence, reports, and agreements.</p><p>• Assist attorneys with litigation or enforcement activities related to intellectual property.</p><p>• Perform ownership, lien, assignment, and security interest searches for IP assets in connection with legal filings.</p><p>• Support the preparation and review of IP-related agreements, such as licensing and assignments.</p><p>• Provide general administrative support to attorneys, including organizing and finalizing client correspondence</p><p>If this position is speaking out to YOU, email your resume directly to</p><p>rosemarie.jones< at >roberthalf.< com ></p>
<p>Our client, a research-led, innovative, global pharmaceutical company, is looking for a senior corporate paralegal to join their team in Elmwood Park, NJ. </p><p><br></p><p>• Draft, review, and revise non-disclosure, vendor, service, and commercial agreements and other legal and corporate documents under the direction and supervision of attorneys.</p><p>• Draft, review, and prepare contract templates.</p><p>• Draft, review, and revise legal presentations, training materials, and other legal documents. </p><p>• Research and analyze statutes, regulations and other legal resources.</p><p>• Gather information and conduct research relative to legal issues under the direction and supervision of attorneys.</p><p>• Issue and track litigation holds under the direction and supervision of attorneys.</p><p>• Maintain electronic records database and physical files for all correspondence, business contracts and agreements and litigations.</p><p>• Ensure contract database tracker (Excel worksheet) and relevant contracts are complete and up-to-date. </p><p>• Interface and coordinate with internal and external stakeholders on agreements, as needed.</p><p>• Serve as custodian of Legal Department records.</p><p>• Lead and manage the collection of required information and data for transparency reporting.</p><p>• Draft, file and maintain Legal Department documents and Board of Director resolutions, agendas, minutes, and other documents.</p><p>• Assist in process improvement and resource development to meet current and future needs of Legal Department.</p><p>• Collaborate regularly with attorneys and internal stakeholders for assigned projects to find solutions to routine legal issues.</p><p>• Attend Legal Department and cross functional team meetings and draft meeting minutes.</p><p>• Provide administrative support to attorneys in the Legal Department and to the Board of Directors, such as scheduling meetings, arranging travel, preparing expense reports, preparing meeting minutes, drafting correspondence, tracking legal training and other organizational tasks, obtaining documents and signatures, and other tasks as needed.</p><p>• Act as subject matter expert for current e-billing system.</p><p>• Proactively manage all invoices for compliance with outside counsel guidelines and approve invoices pertaining to legal matters and litigations, checking for accuracy, cost center coding, and cost containment, and ensure invoices are approved and paid on time.</p><p>• Prepare budget status reports monthly or as needed, pertaining to outside counsel/vendor expenses; analyze actual and projected costs vs. budgeted amounts, including breakdown of costs by product, vendor, and other applicable categories.</p><p>• Prepare ad hoc budget reports as needed (e.g., spend for a particular vendor for a particular time frame).</p><p>• Notarize documents.</p>
<p>Our client in Woodinville, WA is seeking a detail-oriented <strong>Accounting Clerk</strong> to support their finance team. This contract position is a great way to launch or further develop your accounting career.</p><p><strong>Responsibilities</strong>:</p><ul><li>Enter financial data into accounting systems and maintain accurate records.</li><li>Process invoices, monitor payments, and manage documentation.</li><li>Reconcile transaction discrepancies and prepare reports.</li><li>Provide administrative support to the accounting department.</li></ul>
We are looking for a detail-oriented and organized Bookkeeper/Office Administrator to join our team in Boca Raton, Florida. This permanent, in-office role requires expertise in QuickBooks Online, strong communication skills, and an ability to provide thorough support to customers and colleagues. The successful candidate will play a key role in managing financial records, overseeing administrative tasks, and ensuring smooth office operations.<br><br>Responsibilities:<br>• Maintain accurate financial records using QuickBooks Online, including reconciling accounts and preparing reports.<br>• Process accounts payable and receivable transactions with efficiency and attention to detail.<br>• Oversee month-end and year-end financial procedures, including bank reconciliations.<br>• Assist with payroll processing and ensure compliance with relevant regulations.<br>• Manage office organization tasks such as handling mail, ordering supplies, and filing documents.<br>• Provide administrative support to ensure seamless office operations, including scheduling and record-keeping.<br>• Deliver excellent customer service by addressing inquiries and resolving issues promptly.<br>• Collaborate with team members on special projects and provide support as needed.<br>• Maintain an organized and efficient office environment to enhance productivity.
We are looking for a detail-oriented Accounting Clerk to join our team in Chandler, Arizona. This is a long-term contract position ideal for someone with a strong background in accounts payable, accounts receivable, and data entry. The role requires excellent organizational skills and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Process accounts payable transactions, ensuring accuracy and timely payment to vendors.<br>• Manage accounts receivable tasks, including invoicing and tracking incoming payments.<br>• Perform accurate data entry of financial records and maintain organized documentation.<br>• Handle invoice processing with precision, verifying details and resolving discrepancies.<br>• Collaborate with team members to ensure compliance with financial policies and procedures.<br>• Utilize SAP software to manage and update accounting records effectively.<br>• Generate financial reports and summaries as needed to support business operations.<br>• Assist with reconciling accounts and resolving any outstanding issues.<br>• Provide administrative support to the accounting department, ensuring smooth operations.
<p>We are seeking a highly organized and resourceful Executive Assistant to support senior management in Redmond, WA. In this contract role, the Executive Assistant will handle a variety of administrative tasks to ensure executives can focus on high-level strategic initiatives. The ideal candidate will exhibit excellent communication skills, exercise discretion in handling sensitive information, and demonstrate the ability to anticipate the needs of leadership proactively.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage executive calendars by coordinating meetings, appointments, and events for senior management.</li><li>Handle communications such as emails and phone calls, ensuring timely and accurate responses or delegation as needed.</li><li>Prepare, edit, and format presentations, reports, and other professional documents for internal and external purposes.</li><li>Coordinate travel arrangements, including flights, hotels, and transportation, while optimizing schedules and budgets.</li><li>Organize meetings, including setting agendas, managing technology setups, and recording meeting minutes.</li><li>Track and follow up on project deadlines, deliverables, and action items to support executive priorities.</li><li>Liaise with internal departments and external stakeholders on behalf of executives to ensure smooth workflows.</li><li>Maintain and organize confidential records and files, ensuring easy accessibility while safeguarding sensitive information.</li><li>Assist with expense reports, budgeting, and tracking costs to ensure compliance with company policies.</li><li>Support special projects and initiatives as assigned by the executive leadership team.</li></ul><p><br></p>
<p>Our financial services client in West L.A. are in need of a receptionist to join their growing team. </p><p>You'll be the first point of contact for guests, clients and vendors and will also answer and transfer calls, order office supplies and provide back-up clerical support as needed. </p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
<p>We are looking for an Executive Assistant to join our team in Indianapolis, Indiana. This Contract-to-permanent position provides an excellent opportunity to support a dynamic group of executives while contributing to a fast-paced, innovative environment in the food and food processing industry. The role offers a hybrid schedule, combining remote work with occasional on-site responsibilities. Starting out, this role will be part-time hours, about 20-25 hours per week and has the potential to turn into 40 hours of work per week. </p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to a team of 4-5 executives, ensuring seamless day-to-day operations.</p><p>• Manage complex calendars, coordinate scheduling, and resolve conflicts efficiently.</p><p>• Prepare and submit expense reports accurately and in a timely manner.</p><p>• Organize and oversee catering arrangements, conference room setup, and cleanup for meetings.</p><p>• Schedule and coordinate meetings, ensuring all logistics are handled effectively.</p><p>• Arrange and book travel accommodations, including flights, hotels, and transportation.</p><p>• Generate, update, and maintain reports using Microsoft Excel and company databases.</p><p>• Assist with special projects and tasks during on-site visits, such as setting up meeting spaces and coordinating lunch orders.</p><p>• Collaborate with executives to ensure all administrative needs are met.</p><p>• Adapt to hybrid work demands, including remote duties and occasional on-site support.</p>
We are looking for an Administrative Coordinator to join our team in Montgomery, Alabama, on a long-term contract basis. This role involves providing essential administrative support to ensure smooth day-to-day operations within a dynamic manufacturing environment. The ideal candidate will excel in managing multiple tasks, handling communication effectively, and maintaining a high level of organizational efficiency.<br><br>Responsibilities:<br>• Answer inbound calls and address inquiries in a timely and efficient manner.<br>• Provide exceptional customer service by assisting clients and resolving issues as needed.<br>• Perform accurate data entry tasks to maintain organized and up-to-date records.<br>• Manage email correspondence, ensuring prompt responses and proper documentation.<br>• Handle both inbound and outbound calls to coordinate schedules and relay information.<br>• Utilize Microsoft Word, Excel, PowerPoint, and Outlook to create, manage, and share documents and presentations.<br>• Schedule appointments and ensure calendar management is efficient and accurate.<br>• Collaborate with team members to support administrative and operational needs.<br>• Maintain a high level of confidentiality when handling sensitive information.<br>• Proactively identify and implement process improvements to enhance efficiency.
