We are looking for a detail-oriented Paralegal to join our team in Dallas, Texas. This contract-to-permanent position requires a skilled individual with extensive litigation experience, capable of managing complex case timelines and ensuring the smooth progression of legal processes. The ideal candidate will have a strong understanding of docket management, discovery coordination, and court procedures, along with advanced technological proficiency.<br><br>Responsibilities:<br>• Oversee and manage case dockets, including tracking deadlines, court filings, and service of process across multiple jurisdictions.<br>• Maintain centralized litigation calendars and coordinate with attorneys to ensure timely filings and compliance with court mandates.<br>• Draft, review, and file pleadings, motions, and correspondence in both federal and state courts, utilizing various e-filing systems.<br>• Assist in the preparation and organization of discovery materials, including fact sheets, medical records, and responsive documents.<br>• Update and maintain internal databases with real-time tracking of litigation milestones and case developments.<br>• Communicate effectively with co-counsel, local counsel, opposing counsel, and court personnel to ensure seamless coordination.<br>• Act as a liaison for clients by providing timely updates and facilitating the collection of required documents.<br>• Monitor the lifecycle of litigation cases, ensuring all phases are handled with precision and adherence to deadlines.<br>• Utilize case management software and document management tools to streamline workflows and maintain organized records.<br>• Support attorneys with trial preparation, including assembling exhibits, organizing files, and preparing materials.
<p>We are looking for an experienced family office Accountant to join our team. This role requires a dedicated individual with a strong background in trust-focused accounting, tax preparation, and compliance. The ideal candidate will be adept at collaborating with internal and external accountants to ensure accurate and efficient financial management.</p><p><br></p><p>Responsibilities:</p><p>• Oversee trust-focused accounting operations, ensuring the accurate preparation and management of financial records.</p><p>• Prepare and file 1041 and 1040 tax forms, ensuring compliance with current tax regulations.</p><p>• Collaborate closely with account managers and external accountants to streamline tax and accounting processes.</p><p>• Stay informed on changes in tax laws, industry trends, and regulatory updates to optimize strategies for client households.</p><p>• Perform month-end close procedures, including journal entries and account reconciliations.</p><p>• Maintain and reconcile general ledger accounts to ensure accuracy in financial reporting.</p><p>• Conduct bank reconciliations to verify financial transactions and balances.</p><p>• Provide support and expertise to a family office environment, ensuring tailored financial solutions.</p><p>• Identify opportunities for tax optimization and implement best practices for financial management.</p>
<p><strong>Job Title:</strong> Technical Project Manager II (Agile, Scrum) – Contractor</p><p> <strong>Location:</strong> Philadelphia, PA (Hybrid – 4 days onsite per week)</p><p> <strong>Duration:</strong> 29 Weeks</p><p> <strong>Employment Type:</strong> Contract</p><p><strong>Position Overview</strong></p><p>We are seeking a highly skilled <strong>Technical Project Manager II</strong> with a strong background in Agile and Scrum methodologies to lead complex, enterprise-level IT programs. This role requires a strategic thinker and servant leader who can drive cross-functional teams toward successful delivery of technical services and software solutions.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage one or more enterprise-wide IT programs consisting of multiple projects.</li><li>Develop program strategies, business cases, and high-level project plans.</li><li>Ensure integration and alignment of projects with business goals, adjusting scope, timing, and budgets as needed.</li><li>Provide coaching on Agile processes and tools to team members.</li><li>Enact and uphold Scrum values and practices across teams.</li><li>Deliver projects on time, within budget, and aligned with strategic objectives.</li><li>Track key milestones and recommend adjustments to project plans.</li><li>Communicate program strategy, direction, and changes to IT and business leadership.</li><li>Partner with senior business leaders to identify and prioritize IT opportunities.</li><li>Manage technical service engineering programs to meet product/service objectives.</li><li>Coordinate across engineering and development teams to ensure successful deployment and sustainability.</li><li>Identify delivery risks and drive mitigation strategies.</li></ul>
<p>We’re partnering with a <strong>manufacturing company in Spokane Valley</strong> seeking an experienced <strong>Accounts Receivable Specialist</strong> to join their accounting team. This role plays a key part in maintaining healthy cash flow through accurate invoicing, payment tracking, and customer communication.</p><p><br></p><p><strong>Responsibilities:</strong></p><p> • Generate and distribute customer invoices in a timely manner</p><p> • Post payments, apply credits, and reconcile customer accounts</p><p> • Monitor aging reports and follow up on past-due balances</p><p> • Research and resolve payment discrepancies and billing issues</p><p> • Partner with sales and operations teams to ensure accurate billing and customer satisfaction</p><p> • Assist with month-end close and AR reporting</p>
We are looking for an experienced MEP Engineer to join our team in Fairfield, New Jersey. The ideal candidate will bring expertise in bookkeeping and financial management, ensuring our construction projects remain financially organized and compliant.<br><br>Responsibilities:<br>• Manage and maintain accurate bookkeeping records for all financial transactions.<br>• Utilize QuickBooks to oversee accounts payable (AP) and accounts receivable (AR) processes.<br>• Perform timely bank reconciliations to ensure financial records align with bank statements.<br>• Track and report financial data related to construction projects, providing insights to management.<br>• Assist in preparing financial statements and reports for internal and external use.<br>• Ensure compliance with company policies and industry standards in financial processes.<br>• Collaborate with project managers to monitor budgets and project costs.<br>• Identify discrepancies in financial records and resolve issues promptly.<br>• Support audits and provide necessary documentation as required.
<p>We are looking for a detail-oriented and proactive Administrative Assistant to join our team on a contract basis in Lisle, Illinois. This role is ideal for someone who excels at multitasking and is eager to support business operations through effective organization and communication. The selected candidate will play a vital role in ensuring smooth administrative processes while collaborating with team members.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough online research to gather, verify, and compile essential business information.</p><p>• Present research findings in well-organized formats, such as reports or presentations.</p><p>• Coordinate and schedule meetings, prepare agendas, and record detailed minutes.</p><p>• Manage both digital and physical filing systems to ensure easy access to documents.</p><p>• Assist in preparing, proofreading, and formatting business documents with precision.</p><p>• Provide comprehensive administrative support to team members as required.</p><p>• Maintain professionalism while answering inbound calls and handling receptionist duties.</p><p>• Perform accurate data entry tasks to update and maintain records.</p><p>• Utilize tools like Microsoft Office Suite and Google Workspace to complete assignments efficiently.</p><p><br></p><p>The salary range for this position is $19 to $22. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</p>
<p>We are looking for a skilled Accountant to join our team in Baton Rouge, Louisiana. This role will focus on financial management, reporting, and compliance to ensure the organization's financial records are accurate and well-maintained. The ideal candidate will bring expertise in accounting principles, financial systems, and audit processes, along with a strong ability to manage accounts payable, receivable, and vendor relationships.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review financial statements to ensure accuracy and compliance with accounting standards, regulations, and organizational policies.</p><p>• Perform regular reconciliations of the general ledger to maintain accurate financial records.</p><p>• Compile monthly, quarterly, and annual financial reports, including income statements and detailed analyses of student accounts and operational expenditures.</p><p>• Assist in developing financial forecasts and budgeting plans in collaboration with the Executive Director.</p><p>• Manage and update financial data in accounting software, ensuring records are current and precise.</p><p>• Oversee access controls and user permissions in financial management systems to maintain data security.</p><p>• Support the audit process by organizing financial records, providing necessary documentation, and ensuring compliance with audit requirements.</p><p>• Handle accounts payable and receivable functions, including processing invoices, tracking payments, and conducting reconciliations.</p><p>• Monitor vendor transactions and payments to ensure proper allocation and documentation.</p><p>• Verify and process financial data for cafeteria operations and equipment tracking.</p><p><br></p><p>For consideration, please contact Mary Wood @ Robert Half 504-383-0743. Thank you!</p>
<p><strong>Overview:</strong></p><p>We are seeking an experienced and versatile <strong>Accounting Manager</strong> with a strong background in both <strong>audit and tax</strong> to join our client's firm. The ideal candidate will bring at least 5–7 years of public accounting experience, demonstrate leadership in managing financial functions, and have hands-on expertise in both tax and audit processes. This role will also oversee bookkeeping functions and assist with compilations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and perform both audit and tax engagements across various clients, primarily in the real estate/construction industry.</li><li>Review and supervise the work of bookkeepers and staff.</li><li>Oversee compilation engagements and ensure the accuracy and completeness of financial statements.</li><li>Collaborate with clients year-round on audits, tax filings, and related accounting issues.</li><li>Ensure compliance with relevant regulations and standards.</li><li>Utilize industry-specific software to manage workflows and reporting.</li></ul>
We are looking for an experienced Senior Accountant to join our team on a contract basis in Muncie, Indiana. In this role, you will oversee critical financial operations, including month-end close processes and revenue recognition for various projects. This position requires someone with expertise in general ledger management and financial reporting.<br><br>Responsibilities:<br>• Manage month-end close processes, ensuring accurate and timely completion of payroll and accounts payable tasks.<br>• Oversee revenue recognition procedures, including calculations for lump-sum and time-and-materials jobs.<br>• Run and analyze detailed P& L reports, identifying jobs with specific revenue and expense criteria.<br>• Prepare manual cost and revenue recognition entries, aligning them with organizational standards.<br>• Validate financial data by re-running reports and collaborating with peer review teams to ensure accuracy.<br>• Calculate and adjust revenue based on project completion percentages and other relevant factors.<br>• Maintain and update work-in-process subledger reports to ensure accurate financial tracking.<br>• Generate and distribute detailed cost type reports to operational unit managers.<br>• Collaborate with teams to resolve discrepancies and provide explanations for revenue adjustments.
<p>We are a fast-growing, tech-driven organization leveraging artificial intelligence to create smarter solutions for our clients. Our mission is to deliver cutting-edge technology with an exceptional customer experience. We’re seeking a passionate and data-driven Customer Success Manager to lead our client engagement and support operations. THIS WILL BE A FULLY IN OFFICE ROLE IN BRICKELL IN MIAMI, FLORIDA. </p><p><br></p><p>Position Overview</p><p>The Customer Success Manager (CSM) will be responsible for ensuring customers achieve maximum value from our AI-driven products and services. This role requires a strong understanding of client lifecycle management, ticketing systems, and performance metrics. The ideal candidate will be a natural problem solver who enjoys optimizing processes, mentoring a team, and creating a customer-first culture.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and manage the Customer Success and Support teams to ensure customer satisfaction and retention.</li><li>Implement and oversee ticketing systems (such as Zendesk, Jira, Salesforce, or similar platforms) for issue tracking and resolution.</li><li>Develop and maintain customer success playbooks, training materials, and performance dashboards.</li><li>Monitor team KPIs including response time, resolution rate, customer satisfaction (CSAT), and Net Promoter Score (NPS).</li><li>Collaborate cross-functionally with product, engineering, and sales teams to escalate customer feedback and improve product performance.</li><li>Conduct regular business reviews with key clients to ensure their objectives are being met.</li><li>Coach and mentor team members to improve efficiency, technical knowledge, and customer engagement skills.</li><li>Identify opportunities for upselling or expanding client use of products based on usage data and feedback.</li></ul><p><strong>Qualified candidates please apply and reach out to STEFANIE FURNISS at 786-897-7903</strong></p>
<p>We are looking for an experienced Legal Assistant for a prominent Metro Detroit law firm. This role requires a detail-oriented individual who is skilled in litigation support. This role has the ability to be on a mostly remote basis after becoming acclimated. <strong>Must live within a commutable distance. Will not consider candidates outside of Michigan. </strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit court filings through electronic systems for both state and federal cases.</p><p>• Provide litigation support, including drafting legal documents and assisting with case management.</p><p>• Manage and maintain calendars to ensure timely scheduling of meetings, deadlines, and court appearances.</p><p>• Coordinate schedules and appointments for attorneys and other stakeholders.</p><p>• Perform various paralegal tasks to support the legal team effectively.</p><p>• Adapt to remote work arrangements following an initial acclimation period.</p><p>• Conduct legal research and assist in compiling case-related information.</p><p>• Ensure all documentation is accurately filed and organized for easy access.</p><p>• Communicate efficiently with clients, courts, and legal professionals to facilitate case progress.</p>
<p><strong>IT Service Desk Analyst</strong></p><p><strong>Location: </strong>Minnetonka, MN</p><p><strong>Schedule</strong>: Tuesday - Thursday, 8am-4pm (22.5hr/wk)</p><p><br></p><p><strong>Ready to launch your IT career in a role that blends hands-on tech support with real impact?</strong> Join our solveIT team, where we don’t just fix problems—we empower people. As part of our Global Shared Services Organization, you’ll be the face of IT for employees across the enterprise, helping them stay productive and connected.</p><p><br></p><p><strong>What You’ll Do:</strong></p><p><br></p><p>As an <strong>IT Service Desk Analyst</strong>, you’ll be the go-to expert for Level 1 support—primarily in person—at our headquarters. You’ll troubleshoot hardware, software, and AV issues, and deliver a top-tier customer experience with every interaction.</p><p><strong>Your day-to-day will include:</strong></p><ul><li>Supporting employees with laptop, software, and AV tech in conference rooms</li><li>Diagnosing and resolving incidents and service requests</li><li>Delivering friendly, client-focused customer service</li><li>Updating documentation and SOPs to reflect current practices</li><li>Monitoring escalations from external providers and ensuring timely resolution</li><li>Driving process improvements to reduce disruptions and enhance service quality</li><li>Meeting performance metrics that reflect service excellence</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong><em>Career Growth:</em></strong> Learn from experienced professionals and grow your technical and customer service skills</li><li><strong><em>Impact:</em></strong> Help employees stay productive and connected across the organization</li><li><strong><em>Innovation:</em></strong> Be part of a team that’s always looking for smarter, faster ways to solve problems</li><li><strong><em>Culture:</em></strong> Work in a collaborative, inclusive environment that values your ideas</li></ul>
<p>We are looking for a Help Desk Analyst to provide front-line technical support for end users across Windows and macOS environments. You’ll handle ticket triage, troubleshoot hardware and software issues, and escalate complex problems to Tier II support.</p>
<p>We are looking for an experienced Director of Procurement to oversee sourcing and procurement activities within the mechanical, electrical, and plumbing sectors for commercial construction projects. This role requires strategic leadership to drive cost savings, build strong supplier relationships, and ensure compliance and material availability to support large-scale initiatives. The ideal candidate is persuasive, resilient, and capable of thriving in dynamic environments while influencing stakeholders at all levels.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement comprehensive sourcing strategies to optimize costs and ensure the availability of materials for large-scale commercial construction projects.</p><p>• Lead supplier negotiations to secure competitive pricing, rebates, and long-term contractual agreements with distributors, OEMs, and subcontractors.</p><p>• Establish and maintain strong partnerships with key suppliers to drive performance and ensure supply chain continuity.</p><p>• Drive compliance and standardization across procurement processes to support operational efficiency.</p><p>• Monitor market trends and supplier performance to identify opportunities for cost reduction and process improvement.</p><p>• Collaborate with project teams and field managers to align procurement strategies with project requirements.</p><p>• Manage multi-site procurement operations and oversee large-scale sourcing initiatives to support decentralized business units.</p><p>• Analyze procurement data to track savings, identify risks, and develop actionable insights for decision-making.</p><p>• Ensure adherence to organizational policies and regulatory requirements within all procurement activities.</p><p>• Provide mentorship and leadership to the procurement team, fostering growth and development.</p><p><br></p><p>For more information, contact Frank Corrigan</p>
We are looking for a skilled Tax Preparer to join our team in Sheffield, Ohio. This is a long-term contract position where you will play a crucial role in assisting clients with individual tax filings during a busy season. If you have a strong background in handling high-volume tax returns and are detail-oriented, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and file individual tax returns (1040s) with accuracy and efficiency.<br>• Handle high volumes of tax appointments, managing hourly client sessions.<br>• Provide expertise in local city tax filings, ensuring compliance with regulations.<br>• Utilize Drake Tax Software to complete tax filings, with training provided if needed.<br>• Communicate effectively with clients to gather necessary documentation and resolve any discrepancies.<br>• Maintain up-to-date knowledge of tax laws and regulations to deliver accurate results.<br>• Work collaboratively with the team to meet deadlines during the busy tax season.
<p>We are looking for an experienced Part Time Senior Accountant to join our team on a contract basis in Harrison, Ohio. This role requires strong attention to detail and the ability to manage daily accounting operations efficiently. As a key contributor, you will handle general ledger postings, account reconciliations, and month-end close processes, ensuring the accuracy of financial records while supporting broader organizational goals. This is a part time position, looking for someone to work 15-20 hours a week.</p><p><br></p><p>Responsibilities:</p><p>• Perform daily general ledger postings and ensure proper balancing and reconciliation of accounts.</p><p>• Handle month-end close activities, including variance analysis and preparing necessary journal entries.</p><p>• Process incoming and outgoing wire transfers, verifying accuracy and compliance with procedures.</p><p>• Manage fixed assets and prepaid accounts, monitoring and updating records as needed.</p><p>• Prepare quarterly and semi-annual sales/use tax filings and assist with audit preparations.</p><p>• Oversee dividend withholdings and ensure remittance to the state by month-end deadlines.</p><p>• Support annual reporting requirements, including managing 1099 filing processes.</p><p>• Collaborate with team members to address discrepancies and improve financial operations.</p><p>• Provide coverage during absences to ensure smooth accounting functions and timely deliverables.</p>
We are looking for a detail-oriented individual to join our team as a Loan Servicing Support Specialist in Meriden, Connecticut. In this contract-to-permanent position, you will play a key role in supporting mortgage loan processes and ensuring the accuracy of customer information and applications. This is an excellent opportunity to contribute to a dynamic team in the mortgage industry.<br><br>Responsibilities:<br>• Review and evaluate loan applications to ensure compliance with company and regulatory standards.<br>• Verify customer information, including payment details, to maintain accuracy and reliability.<br>• Perform administrative tasks such as data entry and document organization.<br>• Collaborate with other departments to resolve discrepancies and improve workflow efficiency.<br>• Maintain thorough records of loan servicing activities and update systems as needed.<br>• Assist in monitoring payment schedules and customer accounts to prevent errors.<br>• Provide exceptional customer service by addressing inquiries and concerns promptly.<br>• Support the team in identifying opportunities for process improvements in loan servicing operations.
<p>We are looking for a dedicated Senior Accountant to join a team specializing in personalized financial and wealth management services for individual clients. In this role, you will provide critical accounting expertise, collaborating with Advisors and other professionals to ensure exceptional service and confidentiality. This position requires a focus on precise financial analysis, tax planning, and cash flow management to support the diverse financial needs of clients.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, update, and review schedules and manage workflows related to client meetings and requests.</li><li>Develop and maintain individual, foundation, trust, and entity financial statements and cash flow projections.</li><li>Directly communicate with clients, addressing inquiries and providing accurate, timely information regarding their financial matters.</li><li>Support trust administration, including trust accounting, journal entries, distribution requests, and preparation of trust meeting materials.</li><li>Review and analyze quarterly financial statements and monthly cash transaction statements.</li><li>Compile information and review tax estimates and filings for individuals, trusts, entities, and foundations.</li><li>Perform ad hoc tasks and special projects as necessary, including new account setup, bill payments, journal entries, ACH and wire transfers, and document scanning.</li></ul><p><br></p>
<p>We are looking for a detail-oriented, part-time Office Assistant to join our team in Seattle, Washington. This long-term contract position is ideal for someone who thrives in a dynamic environment and enjoys managing diverse office operations to ensure smooth day-to-day functionality. The role involves coordinating with vendors, maintaining office supplies, and supporting administrative needs to promote a productive workplace.</p><p><br></p><p>Responsibilities:</p><p>• Part-time (20 hours a week) </p><p>• Oversee daily office operations, including organizing inventories, maintaining facilities, and ensuring the workspace remains functional and welcoming.</p><p>• Schedule and manage maintenance tasks by coordinating with service providers such as landscapers, handymen, and vendors.</p><p>• Identify and address building maintenance needs proactively, resolving issues by working with relevant teams.</p><p>• Monitor office supplies and snacks, placing timely orders to ensure availability.</p><p>• Manage incoming and outgoing mail while collaborating with Executive Assistants to align with office schedules and events.</p><p>• Plan and prioritize operational tasks to guarantee seamless workflows for staff and visitors.</p><p>• Build relationships with external vendors and clients to meet internal operational requirements.</p><p>• Perform receptionist duties such as answering calls, greeting visitors, and directing inquiries.</p><p>• Handle clerical tasks, including document scanning and filing to maintain organized records.</p><p>• Assist in coordinating office activities and ensuring alignment with organizational goals.</p>
We are looking for a skilled Web & Application Developer to join our team in Westlake, Ohio. This role is ideal for someone who thrives in creating innovative solutions and has a strong background in web development and application design. The successful candidate will play a pivotal role in designing, building, and maintaining high-quality software solutions.<br><br>Responsibilities:<br>• Design and develop web and application solutions using .NET technologies.<br>• Write, optimize, and maintain T-SQL queries to support database operations.<br>• Implement and manage Azure pipelines, app services, and DevOps processes.<br>• Collaborate with cross-functional teams to ensure seamless integration and delivery.<br>• Maintain version control and code repositories using Git.<br>• Troubleshoot and resolve technical issues to ensure system reliability.<br>• Stay up-to-date with emerging technologies to enhance development practices.<br>• Provide insights and recommendations for improving application performance.<br>• Develop and maintain documentation for projects, processes, and systems.
We are inviting applications for the role of Staff Accountant within the non-profit industry, based in Denver, Colorado. In this role, you will be undertaking a variety of general accounting duties, including maintaining financial compliance with program contracts, account analysis and reconciliation, and maintaining compliance with internal controls. <br><br>Responsibilities: <br><br>• Accurately organizing and validating accounting data and preparing reports for assigned funding sources<br>• Assisting in the collection and preparation of documentation for financial audits<br>• Conducting monthly general ledger reconciliations of balance sheet accounts<br>• Working closely with the finance team to provide monthly financial analysis, including revenue and expense variance analysis<br>• Adhering to internal financial controls and maintaining compliance with program contracts<br>• Conducting accounting research and reporting<br>• Assisting in the development of Desk Level Procedures appropriate to the position<br>• Communicating effectively and professionally with both internal and external stakeholders<br>• Performing special projects to meet the needs of the department and organization<br>• Reviewing accounts payable inputs and reports to ensure expenses are coded to the correct general ledger account.
<p>This is a Hybrid opportunity, local to the Upstate of South Carolina. </p><p><br></p><p>We are looking for a detail-oriented Bookkeeper to join our clients team. This role involves managing financial records for multiple clients, ensuring accuracy and compliance while collaborating with both in-house staff and remote team members. The ideal candidate will excel in maintaining organized financial data and delivering exceptional client support.</p><p><br></p><p>For consideration please apply and email your resume to Michael Ferrise at michael.ferrise@roberthalf</p><p><br></p><p>Responsibilities:</p><p>• Handle daily bookkeeping tasks for a variety of small business clients, including recording transactions and reconciling accounts.</p><p>• Prepare monthly and year-end financial reports to ensure accuracy and compliance.</p><p>• Utilize QuickBooks Online to maintain precise and consistent financial records.</p><p>• Manage accounts payable and receivable processes, assisting with payroll and tax-related tasks as needed.</p><p>• Communicate directly with clients to address inquiries and provide updates on their accounts.</p><p>• Collaborate with internal accounting and tax teams to ensure seamless financial reporting.</p>
<p>We are looking for a skilled Portfolio Management Specialist to join our team in New York, New York. This role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, utilizing a centralized trading platform, Envestnet Tamarac. The ideal candidate will ensure portfolio strategies align with investment policies and client objectives across diverse asset classes, including equities, fixed income, and alternative investments. The role requires 3 days per week in the midtown Manhattan office and 2 days work from home.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset allocation targets, including tasks such as rebalancing, investing cash, raising funds for distributions, and tax loss harvesting.</p><p>• Oversee and manage the trading platform, Envestnet Tamarac, ensuring account maintenance, trade settings, and reconciliation are completed accurately.</p><p>• Execute firmwide trading initiatives efficiently, including block trading.</p><p>• Actively participate in the firm's Investment Committee, contributing to strategic decisions.</p><p>• Build and maintain relationships with third-party investment solution providers, such as FactSet.</p><p>• Monitor and analyze portfolio performance to provide insights that support investment strategies.</p><p>• Ensure compliance with investment policies and regulatory requirements.</p><p>• Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities.</p>
We are looking for a Payroll Administrator to join a non-profit organization in New Britain, Connecticut, on a Contract-to-continuous basis. In this role, you will handle payroll operations while ensuring compliance with organizational policies and regulations. This is an excellent opportunity for someone with a background in payroll and human resources who thrives in a collaborative and mission-driven environment.<br><br>Responsibilities:<br>• Execute payroll processes accurately and timely using accounting software systems.<br>• Maintain compliance with local, state, and federal payroll regulations.<br>• Collaborate with the human resources team to ensure proper handling of employee benefits and tax exemptions.<br>• Handle payroll-related inquiries and provide excellent support to staff members.<br>• Generate and review payroll reports to identify discrepancies and implement necessary corrections.<br>• Manage payroll systems, including ADP Workforce Now and Ceridian, for efficient operation.<br>• Assist with audits and ensure records are maintained according to organizational protocols.<br>• Coordinate with teams to address payroll adjustments and ensure smooth integration of new processes.<br>• Support the administration of retirement plans and benefits such as 401k.<br>• Monitor and resolve issues related to payroll system functionality.
We are looking for a detail-oriented Paralegal to join our team in Berkeley, California. In this role, you will play a crucial part in supporting litigation efforts and ensuring the seamless management of legal processes. This position offers an excellent opportunity to work on diverse cases while contributing to a dynamic and collaborative legal environment.<br><br>Responsibilities:<br>• Manage litigation calendars and ensure deadlines are met accurately.<br>• Prepare and file legal documents with state and federal courts electronically.<br>• Draft legal correspondence, pleadings, and other essential documents.<br>• Conduct discovery processes, including gathering and organizing relevant information.<br>• Collaborate with attorneys on trial preparation and case strategy.<br>• Utilize case management software to maintain organized records and workflows.<br>• Assist in the review and analysis of employment law matters.<br>• Provide administrative support to attorneys during court proceedings and meetings.
