<p>Join our team as a Benefits Administrator, managing comprehensive benefits programs in a dynamic, onsite role. The ideal candidate will bring proven expertise managing all facets of employee benefits, effective vendor relations, and regulatory compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>5+ years of progressive benefits administration experience (healthcare strongly preferred)</li><li>End-to-end ownership of Open Enrollment, from planning through audit</li><li>ACA compliance and reporting (1094/1095 preparation, filing)</li><li>Broker and vendor management, including issue escalation</li><li>Invoice reconciliation and payroll deduction auditing</li><li>HRIS experience (ADP preferred), including benefits file feed oversight</li><li>Solid knowledge of ACA, COBRA, HIPAA, and ERISA</li></ul><p><strong>Must have experience with all aspects of Benefits Administration:</strong></p><ul><li>Benefits Administration: Review employee enrollments after Open Enrollment (OE) and during every New Hire Orientation (NHO). Follow up with employees to confirm they have waived or enrolled in coverage. </li><li>Employee Communication & Support: Act as the primary point of contact for employee benefits inquiries, providing clear and timely support. </li><li>Vendor & Broker Management: Follow up with brokers and vendors on employee changes and resolve any issues related to benefits. </li><li>Open Enrollment Management: Facilitate the OE process from start to finish, including planning, communication, and execution. </li><li>Wellness Program Management: Oversee the company’s wellness program, including planning and implementing initiatives such as health challenges, fitness programs, and mental health awareness campaigns. </li><li>Compliance & Reporting: Ensure compliance with federal and state regulations such as ACA, COBRA, HIPAA, and ERISA. </li><li>Strategic Contributions: Participate in the annual review of benefits programs, assessing utilization, costs, and employee satisfaction. </li><li>Orientation & Onboarding Support: Assist in New Hire Orientations (NHO) by educating new and rehired staff on company history, policies, and benefits. </li></ul><p><strong>Additional Requirements:</strong></p><ul><li>Bachelor's Degree in HR or business Administration</li><li>3+ years focused in Benefits Administration</li><li>Software Experience: Strong knowledge of federal and state regulations related to employee benefits (ACA, COBRA, HIPAA, ERISA). Proficiency in HRIS systems, preferably ADP, and advanced skills in Microsoft Office (Excel, Word, PowerPoint). </li></ul>
We are looking for a detail-oriented Licensing & Registration Coordinator to join our team on a contract basis in Chicago, Illinois. In this role, you will play a vital part in ensuring regulatory compliance and maintaining accurate licensing and registration records for the firm and its representatives. This position offers an opportunity to contribute to the financial services industry while working closely with compliance processes and regulatory requirements. <br> Responsibilities: • Maintain precise and comprehensive registration records for the firm and its registered representatives. • Assist with onboarding processes, including validating Form U4 filings. • Prepare and submit Form U4 and U5 filings promptly and under supervision. • Monitor and coordinate licensing exams, including scheduling and providing study materials. • Ensure compliance with continuing education and mandatory training requirements by sending reminders and escalating overdue items. • Support the preparation of compliance reports for senior management. • Track regulatory obligations related to residential and remote work locations. • Collect and review employee attestations to ensure adherence to regulatory standards. <br> The pay range for this position is 25 to 32. Benefits available to contract/contract professionals, include medical, vision, dental, and life and disability insurance. Hired contract/contract professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. <br> Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
<p>Trade Compliance Specialist</p><p><br></p><p><strong>Compensation:</strong> $33.00 – $60.00 per hour (based on experience, qualifications, and education)</p><p>Position Overview</p><p>We are seeking a Trade Compliance Specialist to support import and export regulatory operations for a multi-entity manufacturing organization operating in highly regulated industries. This role partners cross-functionally with logistics, supply chain, and operations teams to ensure full compliance with U.S. and international trade regulations.</p><p>The ideal candidate has hands-on experience with export administration, customs compliance, and regulatory documentation, and is comfortable working in a fast-paced environment with multiple priorities.</p><p><br></p><p>Key Responsibilities</p><ul><li>Coordinate and manage international shipping compliance activities, including AES/EEI filings</li><li>Prepare and review documentation for import and export transactions</li><li>Assist with export licensing processes under applicable U.S. regulations (e.g., ITAR and EAR)</li><li>Support import procedures, customs clearance documentation, and broker coordination</li><li>Conduct restricted and denied party screenings</li><li>Monitor and track trade compliance metrics and reporting</li><li>Deliver compliance-related training and guidance to internal stakeholders as needed</li><li>Maintain organized and audit-ready records for all import/export transactions, including but not limited to:</li><li>Commercial invoices</li><li>Packing lists</li><li>Bills of lading (air and ocean)</li><li>Shipper instructions</li><li>Export declarations</li><li>Certificates of conformity/compliance</li><li>Screening documentation and verification records</li></ul><p>Work Environment</p><ul><li>Office-based setting within a mid-to-large corporate environment</li><li>Fast-paced operational atmosphere</li><li>Moderate noise level typical of office and light industrial environments</li><li>Ability to lift up to 25 pounds occasionally</li></ul>
<p>We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Provide operational support to various desks based on workload and specific needs.</p><p>• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.</p><p>• Coordinate system specifications and project plans between operations stakeholders and IT teams.</p><p>• Analyze operational and system trends to identify issues and propose solutions to management.</p><p>• Process departmental service and research requests with efficiency and accuracy.</p><p>• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.</p><p>• Monitor and report trends that may require training updates or process enhancements.</p><p>• Conduct yearly audits and ensure compliance with established operational standards.</p><p>• Support business continuity plans by being prepared to perform essential functions remotely when necessary.</p><p>• Participate in ad-hoc projects as assigned by management</p>
<p><em>The salary range for this position is $60,000-$70,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Summary</strong></p><p>The Regional Finance Analyst role is meant to oversee the Financial operations of the Central Region and partner with the local offices within the region to promote consistency and smooth workflow and expedited AR, AP and reporting functions.</p><p><strong> </strong></p><p><strong>Essential duties and responsibilities</strong></p><p>• Partner with our centralized accounting team to book and reconcile journal entries</p><p>• Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports, maintain broker balances and other tasks as needed</p><p>• Assist in budgeting and forecasting process</p><p>• Prepare commission calculations each pay period to be submitted to the Regional Finance Manager</p><p>• Submit tickets to the centralized accounting team to create invoices</p><p>• Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct; Organize necessary documents, contracts, and agreements to support commission invoicing</p><p>• Suggest changes or improvements to increase accuracy and efficiency; provide broker support as needed</p><p>• Assist the Finance and Operations Director with special projects as needed</p>
<p>Growing and established company is looking for an excellent Staff Accountant in Mountain View, California (hybrid 3/2 after training in-office). The position involves handling a wide range of accounting functions, including Accounts Payable (AP), Cash applications, Bank Reconciliations, and General Ledger maintenance. </p><p><br></p><p>Responsibilities </p><p>• Carry out the accurate and efficient processing of accounts payable and ensure they are correctly coded to the appropriate general ledger account. </p><p>• Oversee the transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases.</p><p>• Maintain organized physical record retention systems, which includes filing documents into cabinets. </p><p>• Perform account and bank reconciliations to verify all payments have been duly recorded and all accounts are balanced.</p><p>• Assist in generating financial statements on a monthly and quarterly basis to clients, ensuring timeliness and accuracy. </p><p>• Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. </p><p>• Generate and update client cash reports for monthly client deliverables and in-house review of client disbursements.</p>
<p><strong>Our client is hiring a Contracts Administrator</strong></p><p>The Contracts Administrator is a key member of the team, and provides support across a portfolio of products including crude oil, natural gas, power, and fuel oil. This role is focused on reducing economic, operational, legal, and regulatory risk by accurately drafting, reviewing, and managing contracts for commodity transactions.</p><p><strong>Primary Responsibilities for the Contracts Administrator </strong></p><ul><li>Review and validate all transaction data, escalating missing or incorrect trades to the Front Office for resolution.</li><li>Draft, issue, and ensure the execution of trade confirmations, following established procedures and timelines.</li><li>Confirm that all drafted contracts include all approved and required terms, referencing applicable master agreements (e.g., ISDA, EEI, NAESB).</li><li>Review broker and counterparty confirmations for accuracy, address discrepancies, and provide prompt feedback.</li><li>Ensure broker confirmations are received and reconcile with trading system data.</li><li>Collaborate closely with Legal, Credit, Operations, and other internal stakeholders to incorporate additional required terms into contracts.</li><li>Proactively follow up on outstanding confirmations, the Contracts Administrate will escalate delays to the Contract Manager and Front Office as necessary, and drive timely resolution.</li><li>Develop and maintain strong relationships with the Front Office, responding to inquiries and requests efficiently and accurately.</li><li>Provide regular weekly updates on outstanding items to the Contracts Lead and Contract Manager.</li><li>Maintain comprehensive electronic records for all documentation and correspondence associated with each trade.</li><li>Respond promptly to external queries regarding contract confirmations.</li><li>Escalate system-related contract issues to the Contracts Lead and Contracts Manager as appropriate.</li><li>Update and maintain documentation of procedures.</li><li>Identify and recommend process improvements to increase efficiency and accuracy.</li><li>Participate in system and process upgrade testing as needed.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Minimum 1 year of experience in a commodities trading environment preferred for the Contracts Administrator position</li><li>Exposure to or understanding of programming languages such as Python or SQL is an asset.</li><li>Conversational Spanish is a plus.</li><li>Bachelor’s degree in a numerate or semi-numerate discipline (e.g., engineering, mathematics, accounting, economics), or relevant related experience.</li><li>Understanding of the financial implications related to physical commodity movement.</li><li>Ability to assess risk in contractual terms and exercise sound judgment.</li><li>Strong written and verbal communication skills for interfacing with internal and external contacts.</li><li>Proficiency in Microsoft Word and general document administration.</li></ul><p><strong>Competencies:</strong></p><ul><li>Proactive, self-motivated, and resourceful problem-solver.</li><li>Highly organized with strong attention to detail.</li><li>Able to work effectively under pressure in a fast-paced environment.</li><li>Strong analytical skills and data-driven mindset.</li><li>Adaptable and committed to continuous learning.</li><li>Excellent interpersonal and communication abilities.</li></ul><p><br></p><p><br></p>
<p>Our client located in Willis, TX is seeking a highly experienced and motivated North America Customs Manager to oversee trade compliance and customs operations across the United States, Canada, and Mexico. The ideal candidate will ensure the company’s adherence to U.S. import/export regulations, maintain compliance with trade laws, and manage cross-border operations efficiently. This role requires exceptional technical knowledge, outstanding communication skills, and the ability to collaborate effectively across departments and with external consultants.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>Trade Compliance Oversight: Ensure compliance with U.S. import/export regulations, including CFR Title 19 (Parts 0-140 and 141-199) and relevant rules for Mexico and Canada.</p><p>Customs Management: Lead customs operations, ensuring accurate and timely processing of import/export documentation and adherence to required practices.</p><p>Licenses and Certifications: Apply expertise as a U.S. Licensed Customs Broker or Certified Customs Specialist (CCS) to oversee and optimize customs processes.</p><p>MTR Expertise: Leverage 2+ years of working knowledge of the Maquiladora tax regime (MTR) to manage compliance for manufacturing operations in Mexico and support the company’s tax-efficient supply chain.</p><p>Supply Chain Support: Provide support for logistics and supply chain functions, with intermediate knowledge of supply chain management principles.</p><p>Data Reporting and Presentation: Pull, analyze, and present customs and trade compliance reports to senior management, ensuring clear communication and actionable insights.</p><p>Cross-Level Collaboration: Collaborate effectively with internal teams, consultants, and all levels of management to ensure smooth operations and compliance.</p><p>Team Management: Act as a people-oriented leader to foster positive relationships and a strong culture within the team and organization.</p><p><br></p><p><br></p>
<p>Our Philadelphia based law firm is seeking a Corporate & Securities attorney with up to 8 years of experience. The role requires hands-on experience structuring investment transactions under Regulation D and preferably other exemptions like Regulation S/K, S, A, and CF. This attorney typically serves as outside general counsel for venture-backed companies and investment professionals, providing comprehensive, creative, and high-level support.</p><p><br></p><p>If you are interested in being considered immediately, please reach out to Tiffany Novak with Robert Half in Philadelphia.</p><p><br></p><p>This role is hybrid onsite 3 days per week in office, 2 days WFH in Philadelphia.</p><p><br></p><p>Job Duties</p><p>• Manage entire lifecycle of a deal, from client in-take, counseling on deal structures,</p><p>drafting investment documents and overseeing deal teams.</p><p>• Ensure compliance with securities laws and regulations, including those related to private</p><p>placements, investment advisors, and broker-dealer activities.</p><p>• Ability to thrive in a fast-paced, highly-collaborative, team environment while juggling</p><p>multiple deadlines and managing junior attorneys.</p><p>• Assist clients with drafting and reviewing offering documents, negotiating and drafting</p><p>investment documents, and structuring both investment and corporate infrastructure</p><p>documents.</p><p>• Oversee due diligence on potential investment opportunities to identify risks and ensure</p><p>alignment with the fund's investment strategy.</p><p>• Draft and review contracts, including those related to investment management, service</p><p>providers, and investor agreements.</p><p>• Provide ongoing legal advice and support to fund managers and investors throughout the</p><p>fund's lifecycle while minimizing risk.</p><p>• Advise on joint ventures and other investment arrangements and structures.</p>
<p><strong>Overview</strong></p><p>The Senior Accountant plays a critical role in supporting the firm’s financial integrity across its diversified operations, including investment banking, securities brokerage, and asset trading activities. This position is responsible for advanced accounting functions, regulatory reporting, financial analysis, and ensuring compliance with industry standards. The ideal candidate brings strong technical expertise, exceptional analytical skills, and the ability to operate effectively in a dynamic, transaction‑driven environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Accounting & Reporting</strong></p><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in accordance with GAAP and applicable regulatory requirements.</li><li>Maintain the general ledger, ensuring accurate and timely recording of complex financial transactions related to investment banking fees, securities trading, derivatives, and asset management activities.</li><li>Reconcile balance sheet accounts, including cash, securities positions, trading accounts, and intercompany transactions.</li><li>Support consolidation processes for multiple business units and legal entities.</li></ul><p><strong>Regulatory & Compliance Support</strong></p><ul><li>Assist in preparing regulatory filings such as FINRA FOCUS reports, SEC filings, and other industry‑specific compliance submissions.</li><li>Monitor adherence to internal controls, accounting policies, and audit requirements.</li><li>Partner with compliance and risk teams to ensure accurate reporting of capital requirements, margin activity, and net capital computations.</li></ul><p><br></p><p><strong>Compensation package:</strong></p><p>Salary - $70-90k </p><p>Bonus potential </p><p>Medical benefits - some plans 100% paid for, others pending preference of candidates </p><p>401k plan - Firm contributions on a profit-sharing basis </p><p>10 Vacation days + 5 sick days </p><p><br></p>
We are looking for a dynamic Marketing Manager to join our team in Miami, Florida. In this role, you will oversee innovative marketing strategies for real estate developments, ensuring seamless collaboration with creative agencies, PR teams, and social media partners. This position offers the opportunity to lead impactful campaigns, manage events, and contribute to the broader marketing initiatives of our organization.<br><br>Responsibilities:<br>• Represent marketing initiatives in weekly development division management meetings, sharing updates and agendas with the team.<br>• Act as the lead marketing manager for assigned development accounts, coordinating creative efforts and collaborating with external agencies and partners.<br>• Organize and lead regular meetings with developers, presenting updates, tracking key initiatives, and maintaining detailed follow-up documentation.<br>• Develop tailored marketing strategies for exclusive developments, including production calendars to guide content creation and design teams.<br>• Partner with leadership to ensure alignment on messaging, copy, and visual direction for all marketing deliverables.<br>• Plan and execute recurring marketing campaigns such as digital newsletters, event invitations, and corporate advertising across digital and print platforms.<br>• Manage collaborations with PR agencies and social media teams to deliver consistent development updates and engaging content.<br>• Facilitate social media training sessions for development agents and general brokerage teams.<br>• Coordinate marketing inclusion in broader corporate initiatives, such as advertisements and market reports, in partnership with the real estate marketing lead.<br>• Oversee event planning for developments, including broker open houses, receptions, sponsorships, and corporate events, ensuring smooth execution and vendor coordination.
<p>Our client in the Westchester County, NY area has an opening for a Trade Compliance Manager to lead and optimize trade compliance operations within the organization. This is a Consulting to Potential Full-Time position that offers an excellent opportunity to design and manage comprehensive compliance frameworks. The ideal candidate will bring a deep understanding of U.S. import regulations and demonstrate exceptional leadership and organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement an effective import compliance program tailored to organizational needs, including updating manuals, procedures, and internal controls.</p><p>• Monitor and ensure adherence to trade regulations, including accurate classification, valuation, and country of origin determination for imported goods.</p><p>• Manage import documentation processes, including commercial invoices, packing lists, and customs entries, ensuring proper recordkeeping practices.</p><p>• Provide training and guidance to procurement, logistics, and finance teams to foster a culture of compliance across departments.</p><p>• Conduct audits and risk assessments to identify potential compliance issues and implement corrective actions.</p><p>• Collaborate with and oversee customs brokers and freight forwarders to ensure third-party compliance with company standards.</p><p>• Stay informed about changes in trade regulations and communicate updates to relevant stakeholders.</p><p>• Drive continuous improvement initiatives to enhance compliance processes and mitigate risks.</p><p>• Evaluate and manage relationships with external vendors to ensure alignment with organizational compliance requirements.</p><p>• Support regulated industry operations through adherence to global trade policies.</p><p><br></p><p>If you are interested in this Trade Compliance Manager opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Trade Compliance Manager"</p>
<p>We are looking for a highly organized and solutions-driven Trade Compliance Manager to build and lead our import compliance function. This role will play a key part in ensuring adherence to U.S. customs requirements, trade regulations, and internal controls while supporting operational efficiency. The right candidate brings hands-on compliance experience and enjoys creating structure, processes, and programs from the ground up.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p><strong>Build & Lead the Compliance Program</strong></p><ul><li>Develop and roll out a company-wide import compliance framework aligned with business operations</li><li>Create, update, and maintain policies, procedures, and internal controls related to trade compliance</li></ul><p><strong>Ensure Regulatory Accuracy</strong></p><ul><li>Oversee proper tariff classification, valuation, and country-of-origin determinations</li><li>Stay current on regulatory changes and advise internal teams on potential business impact</li></ul><p><strong>Manage Import Documentation</strong></p><ul><li>Review and maintain import records including invoices, packing lists, and customs filings</li><li>Ensure documentation retention meets regulatory requirements</li></ul><p><strong>Training & Cross-Functional Support</strong></p><ul><li>Design and deliver compliance training for procurement, logistics, finance, and related teams</li><li>Act as a resource across departments, reinforcing best practices and compliance awareness</li></ul><p><strong>Audit, Risk & Continuous Improvement</strong></p><ul><li>Perform internal reviews to identify exposure areas and implement corrective actions</li><li>Drive ongoing improvements to reduce risk and strengthen controls</li></ul><p><strong>External Partner Management</strong></p><ul><li>Oversee relationships with customs brokers and freight partners</li><li>Hold third parties accountable to internal compliance standards</li></ul><p><strong>Reporting & Leadership Communication</strong></p><ul><li>Prepare compliance updates, metrics, and risk assessments for senior leadership</li><li>Serve as the main point of contact for customs inquiries and audits</li></ul><p><br></p><p><br></p>
We are looking for a meticulous and detail-oriented Senior Financial Analyst to join our team in New York, New York. In this role, you will focus on customs analysis and international trade compliance, ensuring accurate adherence to regulations and optimizing duty mitigation opportunities. This is a long-term contract position offering stability and an engaging environment for professionals passionate about data analysis and global trade processes.<br><br>Responsibilities:<br>• Evaluate and extract bills of materials to assess eligibility for free trade agreements.<br>• Apply specific rules to determine qualification status for free trade agreements.<br>• Ensure compliance by following established internal procedures governing trade agreement analysis.<br>• Collaborate with supply chain teams to request necessary certificates from suppliers.<br>• Review and verify certificates provided by suppliers for accuracy and compliance.<br>• Examine historical customs broker entry data to identify opportunities for post-entry claims.<br>• Assist in filing post-entry claims, including reconciliation, post-summary corrections, and duty drawback.<br>• Support additional duty mitigation programs as required to enhance cost efficiency.<br>• Prepare datasets and analyze information to ensure compliance with customs regulations.<br>• Coordinate effectively with stakeholders to streamline processes and maintain regulatory standards.
<p>Oversees the leadership and development of the cost accounting, A/P, and inventory control teams, including mentorship and coaching</p><p>Works closely with the FP& A group to deliver monthly and quarterly operations results</p><p>Directs financial reporting to meet bank and reporting requirements</p><p>Oversees the reporting of financial information to parent company, including: monthly statutory, sales, treasury, green coffee, capital expenditures, coffee shop data, and management reporting data</p><p>Oversees ongoing tax and statutory licensing and reporting requirements, the annual preparation of the tax provision by external tax accountants, and the annual R& D tax credit documentation requirements</p><p>Manages audits and reviews engagements</p><p>Ensures the consistency and integrity of financial reporting systems and controls to properly safeguard assets and provide accurate results of operations and financial positions</p><p>Oversees the monthly close and financial reporting process</p><p>Ensures that financials are presented in accordance with GAAP and IFRS</p><p>Provides guidance on proper accounting treatment of complex business transactions and new accounting pronouncements</p><p>Oversees budget and forecast submissions to the Group</p><p>Manages operational reporting and analysis to include manufacturing, logistics and inventory control</p><p>Accounting lead in the annual budget preparation process and subsequent updates to projections and forecasts</p><p>Responsible for annual insurance renewal submissions and ongoing policy activity by working with insurance broker</p><p>Leads the management of standard, custom, and ad hoc reporting to include special project leadership and participation</p><p>Brings continuous improvement and best practices to the team; must be a change agent for the department and as a whole</p><p><br></p><p>Qualifications & Requirements:</p><p><br></p><p>Bachelor’s degree in accounting or finance required, MBA strongly preferred</p><p>CPA or CMA required</p><p>Big Four audit experience, manager level a must</p><p>Minimum of seven years’ experience in accounting and finance leadership roles; must be within a consumer product and/or manufacturing environment</p><p>Must have experience with inventory control oversight</p><p>Dynamic leader with demonstrated ability to motivate and develop staff utilizing a cooperative/interactive management style </p><p>Experience with manufacturing cost accounting and product costing required</p><p>Strong analytical and process management skills, with superior verbal and written communication skills</p><p>Extensive knowledge of Excel, PowerPoint, and Power BI</p><p>Experience with ERP (Oracle/E1) a plus</p>
<p>I’m currently partnering on an exciting opportunity for an <strong>Operations Associate</strong> to join a well-established and growing investment advisory firm. This role supports a team serving high-net-worth individuals, families, and institutional clients, with strong visibility to senior leadership and meaningful exposure across operations.</p><p><strong>What You’ll Be Doing:</strong></p><ul><li>Preparing and submitting client account paperwork to custodians and ensuring timely completion</li><li>Maintaining and updating client records within CRM and portfolio management systems</li><li>Handling account maintenance requests, terminations, and special servicing needs</li><li>Assisting with alternative investment documentation (subscriptions, capital calls, redemptions)</li><li>Reviewing custodian alerts and resolving inquiries within defined service standards</li><li>Collaborating with internal teams to enhance processes, policies, and operational workflows</li><li>Supporting general office and administrative functions as needed</li></ul><p><br></p>
<p>Robert Half HR Solutions is partnering with a rapidly growing wealth management firm to hire a newly created <strong>Internal Recruiter</strong> to help build and scale their hiring function. In this role, you’ll lead full‑cycle recruiting across financial advisors, client service/administrative roles, and key corporate functions. You’ll also help shape recruiting processes, support ATS evaluation, and partner closely with HR leadership as the company continues aggressive growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage end‑to‑end recruitment for advisor, administrative, and corporate positions.</li><li>Build and improve hiring workflows, approval processes, and recruiting strategies.</li><li>Partner with external agencies and evaluate performance/KPIs.</li><li>Support the assessment and selection of future ATS solutions.</li><li>Create recruiting reports, feedback loops, and candidate experience improvements.</li><li>Work directly with the CHRO and HR leadership on talent priorities.</li></ul><p><strong>What We’re Looking For</strong></p><ul><li><strong>Experience recruiting in wealth management, RIA, and/or broker‑dealer environments is required.</strong></li><li>Strong understanding of advisor hiring, licensing, and registration (FINRA, Series exams, etc.).</li><li>Ability to operate independently in a fast‑paced, acquisitive, high‑growth environment.</li><li>Strong relationship builder with a process‑improvement mindset.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
<p>Robert Half has an exciting opening with one of our top Start Up Tech companies in San Mateo!!!!! We are looking for someone new to the workforce with 0 - 2 years of experience, ideally with a degree in Business Administration. This company is a great company to start your career with. Free lunches, dinners, fully stocked kitchens, a game room, social hour every Friday, a barista on site, and much more. If you are looking to gain valuable work experience while having a great time while doing so, then this job is for you! Please find the details of the role below. If interested, apply now! We are looking to set interviews this week. Do not wait. Apply now!</p><p><br></p><p><strong>Job Duties:</strong></p><ul><li>Respond to 100 - 150 customer service tickets a day</li><li>Excited about running a consistent, routine process - this is critical given the repetitive nature of the role. The candidate will be answering questions on our ticketing platform asked by the sales reps, so they'll need to be excited about doing that day and managing a long queue of questions.</li><li>Excellent communication and coordination skills. Often times, the questions that sales reps ask require looping in the manager or other sales reps, and this candidate needs to be comfortable reaching out via email to people they haven't met before and trying to broker conflicts.</li><li>Ability to understand and apply rules to different situations. The role will involve looking at the Rules of Engagement document — a lengthy document we maintain that spells out who should own which account — and applying the rules in said document to the questions and conflicts that arise</li></ul><p><br></p>
<p>Our client, a growing investment management firm is seeking a compliance professional to join their firm as a Supervising Principal in the Twin Cities. In this role, you will ensure compliance with industry regulations while overseeing the activities of a variety of investment professionals. This position, reporting to the Head of Compliance, is integral to maintaining high operational standards and supporting the firm's commitment to ethical practices.</p><p><strong>Responsibilities</strong></p><ul><li>Oversee and approve day-to-day business activities, including new and existing transactions.</li><li>Review and authorize forms for new accounts, service forms, and related client transactions.</li><li>Assist with due diligence processes for new products and vendors.</li><li>Analyze business practices to identify potential risks and trends.</li><li>Collaborate with senior management to recommend updates to policies and procedures.</li><li>Review and approve public communications.</li><li>Serve as a resource for employees on supervision topics and industry best practices.</li><li>Provide support for special projects and organizational initiatives as needed.</li></ul><p>If you are interested in joining this dynamic investment firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></p>
We are looking for a skilled Senior Accountant to join our team in Dallas, Texas. This role involves managing and analyzing complex financial data to ensure accuracy and compliance with regulatory standards. The ideal candidate will have a strong background in accounting processes and the ability to perform detailed reconciliations and reporting for various entities.<br><br>Responsibilities:<br>• Review and analyze adjustments prepared offshore, including management fee adjustments for over 150 centers within the portfolio.<br>• Oversee the accuracy and compliance of billing, collecting, coding, and verifying benefit fees across the majority of the portfolio.<br>• Maintain and update ownership statistical data in Oracle and ensure the accuracy of the organizational structure chart.<br>• Prepare financial statements, reconciliations, and flux reviews for a wholly-owned Broker-Dealer entity, ensuring quarterly submissions and supporting annual audits.<br>• Develop equity method accounting entries and consolidation accounting entries for ownership transactions.<br>• Conduct reconciliations related to corporate revenue cycle management operations.<br>• Prepare consolidated reports for non-controlling interests, intangible assets, equity method investments, and equity rollforwards.<br>• Assist with financial statement preparation, close processes, and various ad hoc projects as directed by the Controller’s Office.<br>• Support the creation of quarterly and annual audit schedules, ensuring compliance with regulatory requirements.
We are looking for a skilled VP Investments Officer to join our team in Dallas, Texas. In this role, you will oversee trading activities, portfolio management, and asset-liability strategies, ensuring optimal financial performance and adherence to regulatory standards. This position requires a deep understanding of financial markets, advanced analytical capabilities, and strong leadership skills to drive effective decision-making.<br><br>Responsibilities:<br>• Execute trades in agency markets with a focus on achieving competitive pricing and maintaining liquidity.<br>• Manage and analyze specified pass-through pools, evaluating characteristics such as prepayment risk, convexity, and cash flow dynamics.<br>• Develop and implement hedging strategies involving interest rate futures, swaps, and repo transactions to mitigate risks.<br>• Collaborate with the investments team to assess market trends and develop strategic investment approaches.<br>• Monitor portfolio performance metrics, conduct scenario analyses, and recommend adjustments based on market conditions.<br>• Provide detailed analysis of prepayment behaviors, spread movements, and risk-reward considerations within the market.<br>• Model and manage interest rate and liquidity risks across the balance sheet in collaboration with Treasury and Finance teams.<br>• Design and improve internal models using advanced analytical systems to streamline processes and enhance decision-making.<br>• Stay informed on market trends, macroeconomic factors, and pricing dynamics to inform investment strategies and reports.<br>• Build relationships with broker-dealers to ensure efficient trade execution and access to market insights.
