We are looking for an experienced Human Resources (HR) Administrator to lead and manage HR operations, ensuring alignment with organizational goals and compliance with employment laws. This role requires a proactive individual with strong leadership skills, exceptional communication abilities, and a dedication to fostering a positive and efficient workplace. Based in Johnstown, New York, this position is an excellent opportunity to make a meaningful impact on a growing organization.<br><br>Responsibilities:<br>• Oversee the daily operations of the HR department, ensuring smooth workflows and team productivity.<br>• Manage employee relations, including disciplinary actions and terminations, in accordance with company policies.<br>• Collaborate with leadership to align staffing, recruitment, and retention strategies with organizational objectives.<br>• Ensure compliance with federal, state, and local employment laws, and recommend updates to policies as needed.<br>• Develop and implement HR policies and practices to maintain legal compliance and enhance workplace culture.<br>• Coordinate opportunities for employee training, skill development, and certification programs.<br>• Manage HR-related systems, including payroll and benefits administration, to ensure accuracy and efficiency.<br>• Monitor and analyze HR metrics to support strategic decision-making and improve processes.<br>• Provide guidance and support to managers and staff on HR-related issues.<br>• Perform additional duties and projects as assigned to support the organization's goals.
We are looking for an experienced Accounting Manager to join our team in Claremont, North Carolina. In this role, you will oversee critical financial operations, including budgeting, forecasting, inventory accounting, and compliance with Sarbanes-Oxley regulations. The ideal candidate will bring a strategic mindset and an organized approach to ensure the accuracy and efficiency of financial processes.<br><br>Responsibilities:<br>• Manage the month-end close process, including the preparation of journal entries, variance analysis, and month-end reporting.<br>• Develop and update monthly forecasts to account for changes in volume, labor, raw materials, and operating expenses.<br>• Lead the preparation of the annual budget, collaborating with operations to drive year-over-year improvements.<br>• Publish regular reports on order receipts, shipments, and labor metrics for operational and leadership teams.<br>• Oversee inventory valuation reports, ensuring reconciliation between ledgers and subledgers, while addressing discrepancies.<br>• Monitor compliance with the cycle count program and manage excess or obsolete inventory disposal efforts.<br>• Coordinate Sarbanes-Oxley compliance activities, including documentation, control testing, and process evaluations.<br>• Propose and implement process improvements within the accounting department to enhance efficiency and accuracy.<br>• Supervise a small team of associates, providing mentorship and training to support their development.<br>• Collaborate with cross-functional teams, including accounts payable, purchasing, and operations, to ensure accurate financial records.
<p>We are looking for a detail-oriented Service Contract Administrator to join our team on a contract basis in Holland, Ohio. In this role, you will manage service contract data, ensuring its accuracy and alignment with executed agreements and operational standards. You will also oversee billing processes, handle adjustments, and provide support for various administrative tasks related to contracts.</p><p><br></p><p>Responsibilities:</p><p>• Validate service contract data against executed agreements and operational standards.</p><p>• Ensure the accuracy and maintenance of customer, equipment, building, and work center data.</p><p>• Execute billing processes, including price adjustments and re-billing as necessary.</p><p>• Serve as a backup for other Service Contract Administrators when needed.</p><p>• Manage contract changes, including discounts, price escalations, cancellations, and reassignments.</p><p>• Collaborate with field sales representatives to ensure proper billing and price escalations.</p><p>• Test system updates and changes to ensure objectives are met.</p><p>• Process credits and assist collections teams with invoice cancellations and re-billing.</p><p>• Train Field Administrative Assistants on master data entry and related business processes.</p><p>• Support service-related master data updates resulting from equipment conversions or modernizations.</p>
<p>Thriving manufacturer, located in the central New Jersey area, is looking to staff multiple Project Accountants who can manage the financial aspects of assigned projects. This role will be responsible for ensuring accuracy in reporting, compliance with company policies, and alignment with project budgets and timelines. The successful candidate will draft client invoices, prepare monthly payment schedules, process change orders, track/analyze/report project costs, support month-end and year-end close processes related to projects, ensure monthly/quarterly billing goals are met, assist in contract review, and partner closely with project managers, finance teams, and other stakeholders to provide financial insight, monitor costs, and support rewarding project delivery. This Project Accountant must have strong knowledge of construction-related accounting software, high attention to detail, and excellent problem-solving abilities. </p><p><br></p><p>How you will make an impact</p><p>· Create and monitor project accounts</p><p>· Process subcontractor invoices</p><p>· Verify project budgets</p><p>· Provide profit analysis reports to management</p><p>· Compile monthly project reconciliations</p><p>· Audit change orders</p><p>· Maintain documentation for compliance</p><p>· Analyze project revenues</p><p>· Assist with month/quarter-end process</p><p>· Ad hoc projects as requested</p>
<p>We’re seeking a dynamic and experienced Supply Chain Manager to lead and execute all aspects of our supply chain operations—from procurement and planning to logistics, shipping/receiving, and customer-facing activities. This is a pivotal role on our team, with high visibility and impact across the organization. This position is based in Manitowoc, Wisconsin.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Own the full supply chain lifecycle (“cradle to grave”) with a focus on efficiency, accuracy, and customer satisfaction</li><li>Lead purchasing, production planning, inventory management, and logistics</li><li>Oversee shipping/receiving operations and ensure seamless coordination with customer service teams</li><li>Serve as a strategic leader while staying hands-on and detail-oriented—someone who’s not afraid to roll up their sleeves</li><li>Collaborate cross-functionally to drive continuous improvement and operational excellence</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>Proven leadership experience in supply chain or operations roles</li><li>Background in automotive or manufacturing environments strongly preferred</li><li>Ability to thrive in a fast-paced, high-demand setting</li></ul><p><strong>Join us and help shape the future of our supply chain—apply today! </strong></p>
<p>We are looking for a detail-oriented Accounts Payable (AP) Analyst to join our team in Dallas, Texas. In this hybrid role, you will collaborate with various departments to manage accounts payable processes, ensure accurate coding, and maintain vendor records. This position offers an exciting opportunity to contribute to financial operations while driving process improvements and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Assist the Accounts Payable Manager and accountants by entering payables and processing AP batches for checks, wires, and payments.</p><p>• Review expenses to ensure proper general ledger coding and verify alignment with budget allocations.</p><p>• Monitor payment workflows in Avidxchange, resolving escalated items and ensuring timely completion.</p><p>• Generate weekly and monthly reports and reconciliations in collaboration with the Accounts Payable Manager.</p><p>• Support monthly close procedures by working closely with accountants to finalize accounts payable activities.</p><p>• Partner with Property and Fund Accounting teams to ensure accurate expenditure tracking, timely vendor payments, and resolution of inquiries.</p><p>• Manage vendor records, including new vendor setups and updates to existing profiles in accounting systems.</p><p>• Assist in preparing annual 1099 tax filings for vendors.</p><p>• Identify opportunities for process improvements and contribute to enhanced efficiency in accounts payable operations.</p><p><br></p><p><br></p>
<p>Ongoing Opportunities for Billing Clerks. As a billing clerk, you will be responsible for processing bills, preparing journal entries of adjustments to billings, communicating with customers regarding billing adjustments. If this sounds like you, please send your resume AND call 626.463.2030 to schedule an interview.</p><p><br></p><p>Invoice Generation:</p><p>· Generate and prepare invoices for products or services rendered to customers.</p><p>· Ensure that invoices are accurate, complete, and comply with company policies and customer agreements.</p><p>Data Entry and Accuracy:</p><p>· Enter billing information into the accounting or billing system accurately.</p><p>· Verify and cross-check details such as product or service descriptions, quantities, and pricing.</p><p>Customer Communication:</p><p>· Communicate with customers regarding billing inquiries, discrepancies, and overdue payments.</p><p>· Provide excellent customer service by addressing customer concerns related to billing.</p><p>Payment Processing:</p><p>· Record and process customer payments, including checks, credit card payments, and electronic transfers.</p><p>· Reconcile payments received with the corresponding invoices.</p><p>Record Keeping and Documentation:</p><p>· Maintain organized and detailed records of customer transactions and billing activities.</p><p>· Ensure proper documentation of billing-related communications and resolutions.</p><p>Statement Generation:</p><p>· Generate and distribute periodic statements to customers.</p><p>· Include relevant details such as outstanding balances, due dates, and payment instructions.</p><p><br></p><p><br></p>
We are looking for an experienced Property Manager to oversee the operations of a residential property in Bronx, New York. This Contract position requires a detail-oriented individual with a strong background in affordable housing programs and property management practices. The ideal candidate will demonstrate exceptional leadership, organizational, and communication skills while ensuring compliance with housing regulations and maintaining tenant satisfaction.<br><br>Responsibilities:<br>• Oversee financial operations, including accounts payable/receivable and budget management.<br>• Maintain accurate tenant files and ensure compliance with affordable housing program requirements.<br>• Show vacant units to prospective tenants and manage the leasing process.<br>• Address tenant concerns promptly and effectively to maintain positive relationships.<br>• Recruit, train, and supervise property staff while ensuring efficient maintenance of the premises.<br>• Conduct property and unit inspections to ensure compliance with standards and regulations.<br>• Monitor and manage the resident waitlist, ensuring fair and accurate processing.<br>• Perform move-in and move-out inspections, completing all required documentation thoroughly.<br>• Conduct interviews and income verifications for applicants, ensuring eligibility requirements are met.<br>• Manage Enterprise Income Verification procedures and maintain compliance with housing regulations.
We are looking for a highly skilled and detail-oriented Full Charge Bookkeeper to join our team in El Cajon, California. The ideal candidate will have extensive experience in construction accounting and be proficient in managing the full spectrum of financial activities, from accounts payable and receivable to year-end financial reporting. This role requires a proactive individual who can ensure accuracy, efficiency, and compliance in all financial operations.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable processes, ensuring timely and accurate posting of invoices and cash receipts.<br>• Prepare bi-weekly check runs and address vendor and customer inquiries with professionalism and efficiency.<br>• Conduct account reconciliations and maintain an accurate accounts receivable ledger.<br>• Create detailed job cost reports for owners and assist in maintaining accurate project budgets.<br>• Process and manage construction contracts, addendums, preliminary notices, and lien releases.<br>• Perform monthly bank reconciliations and ensure compliance with financial regulations.<br>• Maintain both digital and manual financial records, assisting with purchasing and administrative tasks as necessary.<br>• Utilize Sage 300 accounting software to execute financial operations and reporting.<br>• Troubleshoot and resolve any discrepancies or issues related to accounts or vendor/customer transactions.<br>• Ensure accurate collection and management of W-9s and other required documentation for vendors.
<p>We are seeking an experienced attorney to serve as In-House Counsel for a commercial real estate development firm. This role will handle a wide range of legal matters including contract drafting and negotiation, lease administration, tenant disputes, and compliance. The attorney will work closely with leadership and project teams to provide practical legal guidance that supports the company’s business objectives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, and negotiate contracts, leases, purchase and sale agreements, and related real estate documents.</li><li>Deliver demand letters and manage tenant disputes, defaults, and enforcement actions.</li><li>Advise on property acquisitions, financing, and development transactions.</li><li>Ensure compliance with corporate governance and regulatory requirements.</li><li>Oversee outside counsel as needed for litigation or specialized matters.</li><li>Identify and mitigate legal risks, providing strategic recommendations to leadership.</li><li>Maintain accurate legal records and contract documentation.</li></ul><p><br></p><p><br></p>
<p><strong>Responsibilities</strong></p><ul><li>Manage full-cycle accounting operations, including month-end and year-end close.</li><li>Prepare accurate and timely financial statements and internal reports.</li><li>Oversee accounts payable, accounts receivable, payroll, and inventory accounting.</li><li>Coordinate with external auditors and tax professionals.</li><li>Maintain and improve internal controls and accounting procedures.</li><li>Support budgeting, forecasting, and strategic planning efforts.</li><li>Analyze cost structures and contribute to pricing and margin strategies.</li><li>Ensure compliance with GAAP and regulatory requirements.</li><li>Implement financial systems and software enhancements as needed.</li></ul>
<p>Robert Half is partnering with a law firm looking to hire a Settlement Review Attorney to join their consumer-focused legal practice. This is a fully remote role.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Review and Analysis: Thoroughly examine settlement agreements to ensure compliance with consumer law and protect client interests.</p><p>Task Management: Update and manage tasks related to ongoing cases, ensuring all deadlines are met and documentation is accurate.</p><p>Client Interaction: Engage with clients occasionally to provide updates, answer queries, and offer legal advice pertinent to their cases.</p>
<p> Follow Shad on LinkedIn at #chalkboardtalk for videos on his open Finance and Accounting Roles! Shad and his team at Robert Half is recruiting for several Revenue Accountants for an upstream client in the Woodlands. This company that supports a hybrid work model and outstanding benefits is looking for candidates that have a Bachelor’s Degree in Accounting or Finance, 5 plus year’s onshore revenue experience with handling more than 500 wells, SAP a plus. Company's compensation make up is base salary, bonus potential, equity potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Revenue Accountant roles in the subject line.</p>
<p>We are looking for a detail-oriented Construction Accountant to join our team in DTLA. In this role, you will play a key part in managing financial processes and ensuring compliance with corporate tax regulations. This position offers an opportunity to contribute to a dynamic environment within the construction industry.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review corporate tax returns to ensure compliance with relevant regulations.</p><p>• Manage sales tax filings and maintain accurate documentation for audits.</p><p>• Record journal entries and reconcile accounts to maintain the integrity of the general ledger.</p><p>• Monitor financial transactions and ensure proper allocation to accounts.</p><p>• Assist in month-end and year-end closing processes to ensure timely reporting.</p><p>• Analyze financial data to identify discrepancies and provide recommendations for improvement.</p><p>• Collaborate with internal teams to streamline accounting workflows and processes.</p><p>• Support audits by providing detailed financial reports and documentation.</p><p>• Maintain up-to-date knowledge of tax laws and regulations affecting the construction industry.</p><p>• Perform regular reviews of accounting records to ensure accuracy and completeness.</p>
<p>Associate Art Director (Packaging)</p><p><br></p><p>Location: West Palm Beach, FL (Hybrid: 3 days onsite, 2 days remote)</p><p><br></p><p>Overview:</p><p><br></p><p>Our CPG client is seeking a highly skilled and creative Associate Art Director with strong packaging design experience to join our dynamic team. This role will support the Art Director in executing product launches and developing compelling marketing collateral across print and digital platforms. Retail/CPG experience is preferred.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Partner with the Art Director to develop and execute creative concepts for packaging, POS, OOH, email campaigns and web assets.</p><p>Contribute to the visual strategy and execution of product launches from concept through production.</p><p>Ensure brand consistency across all marketing channels and materials.</p><p>Collaborate with cross-functional teams including marketing, product development, and sales.</p><p>Prepare and finalize files for both print and digital production, ensuring high quality and accuracy.</p><p>Stay current with design trends, tools, and best practices in packaging and digital media.</p><p><br></p><p>Qualifications:</p><p><br></p><p>5+ years of professional design experience, with a strong focus on packaging and cross-platform marketing.</p><p>Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign).</p><p>Demonstrated experience designing for both print and digital platforms.</p><p>Strong organizational skills and attention to detail.</p><p>Ability to manage multiple projects and meet deadlines in a fast-paced environment.</p><p>Excellent communication and collaboration skills.</p><p>Work Environment:</p><p><br></p><p>Hybrid schedule: 3 days onsite in West Palm Beach, 2 days remote.</p><p>Creative, collaborative, and fast-paced team culture.</p><p>Salary: $90k-100k</p>
<p>We are looking for a dedicated and detail-oriented Tax Staff member in the Springfield area! In this role, you will handle diverse tax-related tasks, including preparing returns, conducting research, and providing valuable insights to clients. This is an excellent opportunity to contribute to a dynamic environment while enhancing your expertise in tax preparation and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and prioritize workloads to meet deadlines while maintaining accountability for assigned tasks.</p><p>• Prepare accurate federal and state tax returns for individuals, ensuring compliance and precision.</p><p>• Handle tax preparation for C corporations, S corporations, partnerships, and trusts, adhering to applicable regulations.</p><p>• Research and evaluate complex tax matters to provide informed recommendations and solutions.</p><p>• Communicate effectively with clients and team members to build trust and maintain strong relationships.</p><p>• Mentor and support the development of entry-level staff to enhance their skills and knowledge.</p><p>• Delegate responsibilities appropriately to team members while ensuring successful completion of assigned tasks.</p>
We are looking for an experienced HR Generalist to join our team in Austin, Texas. This Contract-to-ongoing position offers a dynamic opportunity to support various human resources functions, including employee relations, policy management, and HR administration. The role requires in-office presence four days per week and is ideal for professionals seeking to contribute to both strategic and operational HR initiatives.<br><br>Responsibilities:<br>• Oversee time and leave administration, including bereavement, sick leave pools, and special leave requests.<br>• Update and maintain the employee handbook to ensure compliance with current policies and regulations.<br>• Develop selection tools and interview guidelines to support managers in the hiring process.<br>• Conduct research and maintain accurate records related to employee relations.<br>• Manage the onboarding process for interns and address day-to-day inquiries.<br>• Summarize employee engagement data and implement strategies to enhance workplace satisfaction.<br>• Generate quarterly and annual HR analytics reports using Workday and other tools.<br>• Handle HR administrative tasks such as personnel file management, employment verifications, and hiring packet preparation.<br>• Coordinate onboarding and offboarding processes, including documentation and intranet updates.<br>• Ensure compliance with required labor posters and assist in payroll preparation for future initiatives.
We are looking for a meticulous Billing Clerk to join our team in East Syracuse, New York. In this Contract to permanent position, you will be responsible for managing invoicing, accounts receivable, payroll processing, and other administrative tasks to ensure smooth financial operations. This role offers an excellent opportunity to contribute to a dynamic engineering firm specializing in construction materials evaluation and technical support services.<br><br>Responsibilities:<br>• Prepare and process client invoices, ensuring accuracy and timely submission in accordance with client schedules.<br>• Record and update sales data in QuickBooks, maintaining organized documentation for reports.<br>• Manage accounts receivable by making follow-up calls, generating financial reports, and updating records in accounting software.<br>• Process payroll documentation, including verifying timesheets and expense sheets, and addressing discrepancies.<br>• Communicate effectively with administrative staff and clients to resolve billing and accounting inquiries.<br>• Facilitate new project setup, ensuring adherence to contract compliance and accurate documentation.<br>• Maintain organized records of financial transactions and backup documentation.<br>• Support internal teams with financial reporting and administrative tasks as needed.<br>• Ensure deadlines are met by tracking requests and prioritizing tasks efficiently.<br>• Provide clear and precise communication on financial matters with both internal and external stakeholders.
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Chicago, Illinois. In this role, you will play a key part in supporting office operations and ensuring smooth daily workflows. This position is ideal for someone with strong organizational skills and a proactive attitude.<br><br>Responsibilities:<br>• Manage inbound calls efficiently, ensuring clear and courteous communication.<br>• Operate and maintain a multi-line phone system to ensure seamless connectivity.<br>• Perform accurate data entry to maintain and organize records.<br>• Create engaging and effective presentations to support team objectives.<br>• Coordinate and schedule meetings, ensuring all logistics are handled effectively.
We are looking for an experienced Office Manager to join our team in Woodland Hills, California. This role is ideal for a proactive and organized individual who excels in managing administrative tasks and supporting legal operations. You will play a vital part in ensuring smooth office operations and assisting attorneys with critical legal processes.<br><br>Responsibilities:<br>• Oversee day-to-day administrative functions to ensure the office runs efficiently.<br>• Manage the procurement and inventory of office supplies, ensuring timely replenishment as needed.<br>• Coordinate travel arrangements, including lodging and transportation, for attorneys and staff.<br>• Process invoices and manage expense tracking for office-related expenditures.<br>• Assist in scheduling depositions and organizing calendars for legal teams.<br>• Format legal documents accurately and prepare them for filing.<br>• Handle e-filing processes in state courts, ensuring compliance with legal requirements.<br>• Scan and organize medical documents for case preparation.<br>• Support hiring processes by coordinating interviews and onboarding procedures.
<p>🚨 NOW HIRING: Entry-Level Staff Accountant | Brevard, NC | $50K 🚨</p><p><br></p><p>Looking to launch your accounting career in a supportive, mission-driven environment? We’re partnering with a nonprofit in Brevard, NC to hire a <strong>Staff Accountant</strong>—perfect for a recent graduate ready to learn and grow.</p><p><br></p><p>✨ Why This Role Stands Out:</p><p> ✔️ No prior experience required—just an Accounting degree with a solid GPA</p><p> ✔️ Excellent mentorship & learning environment</p><p> ✔️ 37.5 hour work weeks</p><p> ✔️ 4 weeks PTO + 20 holidays</p><p> ✔️ Supportive team, great office, and a meaningful mission</p>
We are looking for a detail-oriented Accounts Payable Clerk to join our team in New York, New York. In this role, you will ensure accurate and timely processing of invoices, vendor management, and compliance with financial policies. This position offers an opportunity to contribute to the efficiency of our accounting operations.<br><br>Responsibilities:<br>• Review, code, and input invoices into the accounting system, ensuring accuracy and proper documentation.<br>• Verify invoice details against purchase orders to ensure compliance with company standards.<br>• Coordinate with department heads and budget holders to secure timely approval of invoices.<br>• Prepare and execute weekly payment runs, including wire transfers.<br>• Send payment confirmation notifications to internal stakeholders.<br>• Respond promptly to inquiries regarding payments from both internal and external parties.<br>• Maintain updated vendor records, including tax forms and payment terms.<br>• Reconcile vendor statements and address any discrepancies that arise.<br>• Assist with month-end closing tasks, ensuring all expenses are properly recorded.<br>• Support audit preparations by organizing and providing necessary documentation.
We are looking for a skilled MIS Manager to join our team in Philadelphia, Pennsylvania, on a contract basis. This role involves overseeing database management, registrar duties, and ensuring seamless operations within a school environment. The ideal candidate will have a strong technical background and the ability to collaborate effectively with leadership and IT staff.<br><br>Responsibilities:<br>• Coordinate with school leadership and IT teams to manage and support data migration projects.<br>• Oversee the process of rostering students and managing course schedules for elementary, middle, and high school levels.<br>• Implement and maintain the school calendar rollover during the summer to prepare for the new academic year.<br>• Input and organize master schedules into the Infinite Campus system, ensuring accuracy and alignment with school requirements.<br>• Advocate for timely receipt of master schedules from leadership to streamline planning and execution.<br>• Monitor and maintain Active Directory and other network technologies.<br>• Configure and troubleshoot computer hardware and related systems to ensure optimal performance.<br>• Manage backup technologies to safeguard critical data and systems.<br>• Utilize Microsoft Excel for data analysis and reporting tasks.<br>• Provide technical expertise in Cisco technologies and student information systems.
We are looking for a detail-oriented Accounts Payable Clerk to join our team in Houston, Texas. This long-term contract position offers a hybrid work schedule, combining on-site work Monday through Thursday and remote work on Fridays. The role requires expertise in processing invoices, managing payments, and maintaining accurate financial records.<br><br>Responsibilities:<br>• Review and verify vendor invoices, ensuring accuracy in remittance addresses and supplier information.<br>• Accurately input invoice data into spreadsheets and internal systems.<br>• Communicate with vendors to address discrepancies, clarify invoice details, and gather missing information.<br>• Apply appropriate general ledger codes to invoices for correct accounting classification.<br>• Batch, post, and reconcile invoices against calculator tapes and system-generated reports.<br>• Process manual and automated checks for approved payment requests.<br>• Maintain organized filing systems for invoices, checks, and journal entries.<br>• Assist with general journal data entry and account balancing tasks.<br>• Support data migration efforts across multiple payment platforms.<br>• Perform additional duties as needed to ensure smooth operations.
We are looking for a Client Service Associate to join our team in Grand Rapids, Michigan. This is a long-term contract position offering an excellent opportunity to work closely with financial advisors while providing exceptional operational support. The ideal candidate will have a strong background in financial services, excellent attention to detail, and a commitment to delivering outstanding customer service.<br><br>Responsibilities:<br>• Collaborate with financial advisors to process transactions, including distributions, contributions, wire transfers, and journal requests.<br>• Confirm wire information with end clients to ensure accuracy and security.<br>• Input data from paperwork into designated systems for seamless processing.<br>• Respond to advisor inquiries regarding transaction statuses and provide timely updates.<br>• Assist with cross-training activities during the busy year-end period to support distribution payments.<br>• Utilize Microsoft Office tools, including Excel, to complete operational tasks efficiently.<br>• Work onsite for the initial month, transitioning to a hybrid schedule thereafter.<br>• Maintain a detail-oriented and organized approach in a dynamic office environment.<br>• Participate in training sessions led by the Operations Team and Director of Operations.<br>• Handle sensitive financial information while adhering to industry regulations and standards.
