<p>We are looking for a dedicated and detail-oriented Data Entry Clerk to join our team on a long-term contract basis in Charleston, South Carolina. This role involves data entry and requires a strong ability to multitask, think critically, and maintain accuracy in a fast-paced environment. If you are passionate about organization, quick typing, and excel in handling spreadsheets, this position offers a great opportunity for growth.</p><p><br></p><p>Responsibilities:</p><p>• Perform accurate and efficient data entry tasks to ensure the integrity of records.</p><p>• Work on-site Tuesday through Saturday, with the potential for a hybrid schedule after completing training.</p><p>• Handle tasks during a shift scheduled between 12 PM and 9 PM, with flexibility for later start times.</p><p>• Utilize Microsoft Excel and other spreadsheet tools to manage and analyze data.</p><p>• Demonstrate critical thinking skills to solve problems and enhance workflow processes.</p><p>• Maintain a positive attitude while multitasking and managing competing priorities.</p><p>• Ensure compliance with data management standards and protocols.</p><p>• Provide proof of typing proficiency to meet performance expectations.</p><p>• Collaborate with team members to ensure seamless operations and effective communication.</p>
We are looking for an organized and personable Receptionist to join our team in Lawrence, Kansas. In this role, you will serve as the first point of contact for clients and visitors, ensuring a welcoming and detail-oriented experience. The ideal candidate will excel at multitasking and possess strong communication skills, contributing to the smooth operation of the office.<br><br>Responsibilities:<br>• Greet clients and visitors, ensuring a warm and detail-oriented welcome.<br>• Answer and manage incoming calls using a multi-line phone system, directing them appropriately.<br>• Oversee conference room calendars, ensuring proper scheduling and maintenance.<br>• Sort and distribute incoming mail and prepare outgoing correspondence.<br>• Maintain office supplies by ordering and stocking as needed.<br>• Make daily trips to court and the bank for document delivery and other errands.<br>• Assist with organizing and maintaining case files and important documents.<br>• Draft and type office memos and legal correspondence for clients, witnesses, and court officials.<br>• Perform administrative tasks such as photocopying, faxing, and arranging deliveries.<br>• Support other office functions as needed to ensure smooth day-to-day operations.
We are looking for an experienced Internal Auditor to join our team in Portland, Maine. In this role, you will oversee comprehensive audit engagements, ensuring alignment with established principles and organizational goals. This position requires a proactive, detail-oriented individual capable of identifying risks, optimizing controls, and delivering actionable insights to support strategic decision-making.<br><br>Responsibilities:<br>• Manage and execute complex audit engagements, ensuring adherence to established auditing principles and timelines.<br>• Provide leadership and guidance to ensure audit projects align with departmental and organizational goals.<br>• Document business insights, objectives, performance metrics, key controls, and test strategies to meet audit objectives.<br>• Facilitate audit meetings, presenting findings and recommendations to stakeholders, and conducting opening and closing sessions.<br>• Assess the design of key controls, perform testing, and identify any gaps or areas for improvement.<br>• Prepare detailed internal audit reports that outline findings and actionable recommendations for management.<br>• Track and monitor audit findings to ensure timely and effective resolution.<br>• Leverage data analytics tools to enhance testing processes and identify opportunities for automation.<br>• Oversee key projects and strategic initiatives, ensuring alignment with organizational priorities.<br>• Contribute to the development of annual audit plans and risk assessments for assigned portfolios.
<p> The Customer Service Specialist is responsible for building customer loyalty and confidence by receiving and responding to inquiries across all communication channels. Acting as the main point of contact for products and services, you will work directly with customers and sales professionals to ensure exceptional service, resolve issues, and elevate the customer experience. This role requires a collaborative approach to problem resolution, a commitment to achieving customer expectations, and a drive to continuously strengthen customer relationships.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly and professionally to incoming calls, emails, and requests from customers and internal business partners.</li><li>Communicate with customers to understand their needs, concerns, and requirements, ensuring active listening and empathy in all interactions.</li><li>Seek support from team members as needed, and recommend effective solutions independently or in coordination with field representatives or managers.</li><li>Perform item look-up, sourcing, and order placement tasks, collaborating with the Field Sourcing team as required. Enter and follow up on customer orders.</li><li>Oversee the maintenance and tracking of stock, indirect, and direct orders. Manage and monitor back orders and open orders to ensure timely fulfillment.</li><li>Process credits and returns accurately and within established timeframes.</li><li>Maintain delivery status and order source tracking to guarantee successful, on-time deliveries.</li><li>Identify, monitor, and recommend solutions to customer concerns, including any service failures.</li><li>Maintain open lines of communication with external and internal partners in Sales, Operations, and Credit.</li><li>Solve routine, straightforward problems by analyzing options using standard procedures.</li><li>Apply product knowledge and a solid understanding of company policies, systems, and procedures to maximize customer satisfaction.</li><li>Use available resources to organize, communicate, and document all customer interactions.</li><li>Perform other duties as assigned or required.</li></ul>
<p>Robert Half has teamed up with a Real Estate firm on their search for a Senior Accountant who can assist with the financial future of the company. This Senior Accountant will be responsible for maintaining accurate financial reports, credit card reconciliation, preparing financial statements, assisting the month end close process, analyzing financial data, processing client billings, and ensuring compliance with relevant accounting standards and regulations. The successful candidate for this role will have excellent leadership abilities, sharp analytical skills, command of the month end process, excellent time management experience, and strong written and verbal communication skills.</p><p> </p><p><strong>Major Responsibilities</strong></p><p>· Implement revenue generating control systems</p><p>· Process accounts payable/receivable transactions</p><p>· Data Analysis & Reporting</p><p>· Balance Sheet Reconciliations</p><p>· Process vendor payments via ACH</p><p>· Monitor and document travel expenses</p><p>· Oversee the month end close process</p><p>· Prepare financial reports</p><p>· Consolidating financial statements</p><p>· Ensure compliance with GAAP</p>
<p>We are looking for an experienced and personable Receptionist to join our team on a contract to hire basis. In this role, you will create welcoming and memorable experiences for visitors and associates at our onsite location in the west end of Richmond, Virginia. As the first point of contact, you will play a vital role in ensuring smooth daily operations while delivering exceptional customer service. This position requires a strong ability to engage with others, manage tasks efficiently, and contribute to a positive workplace environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome guests and employees warmly, assisting them with sign-ins, directions, and general inquiries.</p><p>• Provide support for building badge services and address immediate visitor needs.</p><p>• Conduct regular walkthrough audits of the facility to ensure cleanliness and functionality.</p><p>• Open and escalate work orders as needed to resolve building maintenance concerns.</p><p>• Assist with coordinating and executing small events, including room setup, catering, and AV/IT support.</p><p>• Monitor the lobby area to maintain a safe and secure environment.</p><p>• Document and report safety or security concerns promptly, taking appropriate action when necessary.</p><p>• Deliver exceptional customer service by actively engaging with individuals to create positive experiences.</p><p>• Offer site tours and provide detailed information about building amenities.</p><p>• Collaborate with internal teams and vendors to ensure seamless workplace operations.</p>
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Delafield, Wisconsin. In this role, you will serve as the first point of contact for clients and visitors, ensuring a welcoming experience while providing essential administrative support to the tax department. This position offers an opportunity to contribute to the smooth operation of our office while honing your organizational and communication skills.<br><br>Responsibilities:<br>• Welcome clients, visitors, and staff with a friendly and detail-oriented demeanor.<br>• Maintain a clean and organized reception area to ensure a positive first impression.<br>• Assist clients by addressing inquiries and directing them to appropriate team members.<br>• Provide administrative support to the tax department, including data entry and document processing.<br>• Schedule appointments for clients, ensuring the calendar remains accurate and up-to-date.<br>• Manage incoming and outgoing mail and packages efficiently.<br>• Communicate effectively with internal staff to relay messages and updates.<br>• Uphold confidentiality and privacy standards when handling sensitive information.<br>• Assist in preparing and distributing tax-related documents as needed.
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in East Lansing, Michigan. This long-term contract position focuses on providing exceptional support to physicians and healthcare professionals regarding certification processes. The ideal candidate will excel at problem-solving and have a strong commitment to delivering high-quality service in a dynamic healthcare environment.<br><br>Responsibilities:<br>• Assist healthcare professionals with certification applications, tracking credentials, and submitting required documentation.<br>• Respond to inquiries promptly, offering solutions and ensuring a positive customer experience.<br>• Collaborate with internal teams to address complex issues and stay informed about policy updates.<br>• Maintain accurate records of customer interactions and resolutions using company systems.<br>• Educate users on certification eligibility, renewal procedures, and documentation requirements.<br>• Escalate unresolved concerns to appropriate departments for further assistance.<br>• Develop and contribute to training materials, FAQs, and process improvements to enhance customer support.
<p>A highly experienced Senior Firmware Engineer is sought to design, build, and scale embedded systems for connected products. This role involves collaborating with various teams to deliver reliable, high-quality products and requires hands-on expertise in embedded firmware development.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Work closely with UX, culinary, video, software, and hardware engineering teams to review requirements, design, and implement product features.</li><li>Develop well-structured, high-quality, reusable code by applying design patterns and best practices to ensure agility, reliability, and scalability.</li><li>Refactor codebases as needed to improve performance, reliability, and maintainability.</li><li>Contribute to architectural and performance design decisions.</li><li>Write unit and integration tests, participate in code reviews, and perform testing and debugging.</li><li>Enhance deployment and testing efficiency using CI/CD processes.</li><li>Troubleshoot and resolve issues reported by QA or other teams.</li><li>Participate in daily standups, weekly meetings, and sprint planning sessions.</li><li>Scale architecture with modern technologies (e.g., Docker) and leverage cloud platforms and project management tools.</li><li>Collaborate effectively with team members to deliver solutions aligned with project vision and quality standards.</li></ul><p><br></p><p><br></p>
We are looking for a detail-oriented and friendly Receptionist to join our team in Northville, Michigan. In this long-term contract position, you will serve as the first point of contact for clients, ensuring a welcoming and organized office environment. This role offers an excellent opportunity to showcase your communication and multitasking skills in a dynamic setting.<br><br>Responsibilities:<br>• Welcome and assist clients upon arrival, ensuring a positive and detail-oriented experience.<br>• Manage a multi-line phone system, directing calls efficiently and providing accurate information.<br>• Handle inbound calls, addressing inquiries and routing them to the appropriate departments.<br>• Maintain and organize the front desk area to uphold a tidy and presentable workspace.<br>• Support administrative tasks, including scheduling and document preparation.<br>• Operate a switchboard system with up to ten phone lines, ensuring seamless communication.<br>• Collaborate with team members to assist in tax preparation processes.<br>• Ensure timely and accurate communication within the office to support daily operations.
<p>We are looking for an experienced Office Manager to join our team. This is a long-term contract role that requires someone with strong attention to detail to oversee key administrative, HR, and vendor coordination tasks. The ideal candidate will excel in managing organizational processes, maintaining records, and supporting operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate vendor interactions, including managing invoices and expenses in coordination with the controller.</p><p>• Organize and maintain accurate filing systems for accounts, folders, and client profiles.</p><p>• Ensure proper documentation and compliance tracking for employee records and HR files.</p><p>• Coordinate onboarding and offboarding processes, including system access and equipment distribution.</p><p>• Manage shared calendars, meetings, and logistics to ensure smooth operations.</p><p>• Handle electronic document preparation, routing, and tracking using platforms like DocuSign.</p><p>• Support expense reimbursement processes and maintain vendor records and contracts.</p><p>• Assist finance teams with administrative tasks such as audit preparation and compliance documentation.</p><p>• Maintain organized operational records to support financial reporting and enforce approval workflows.</p><p>• Identify process improvement opportunities to enhance efficiency and employee experience.</p>
<p>We are looking for a friendly and detail-oriented Receptionist to join our team in Livermore, California. In this Contract to permanent role, you will serve as the first point of contact for visitors and callers, ensuring a positive and welcoming experience. This position offers an excellent opportunity for growth within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients with a warm and detail-oriented approach, creating a welcoming atmosphere.</p><p>• Manage a multi-line phone system, answering and directing inbound calls efficiently.</p><p>• Handle switchboard operations for phone systems ranging from 1 to 30 lines.</p><p>• Organize and distribute incoming mail and packages, including UPS and FedEx deliveries.</p><p>• Perform filing and scanning tasks to maintain organized and accessible records.</p><p>• Operate standard office equipment such as printers, copiers, and fax machines.</p><p>• Assist with basic administrative tasks, including document preparation and data entry.</p><p>• Provide exceptional customer service to both internal and external stakeholders.</p><p>• Ensure the reception area is presentable and well-maintained at all times.</p><p><br></p><p>If you are interested in this receptionist opportunity, submit your resume today! </p>
<p><strong>About the Opportunity</strong></p><p>A Newport Beach–based boutique law firm is seeking an experienced Litigation Attorney to join a sophisticated practice focused on high-stakes commercial and fiduciary disputes. The firm represents clients in matters involving sensitive financial, governance, and reputational issues.</p><p>Attorneys are expected to be deeply involved in both legal strategy and execution, with meaningful courtroom and client exposure.</p><p><br></p><p><strong>Representative Matters</strong></p><ul><li>Shareholder, partnership, and control disputes</li><li>Trust, estate, and fiduciary litigation</li><li>Financial elder abuse and asset recovery actions</li><li>Breach of fiduciary duty and fraud claims</li><li>Business tort and unfair competition matters</li></ul><p><strong>Responsibilities</strong></p><ul><li>Lead discovery strategy, including drafting and responding to discovery and managing document-intensive cases</li><li>Take and defend depositions of parties, fiduciaries, and experts</li><li>Draft complex pleadings, demurrers, motions to dismiss, and summary judgment motions</li><li>Prepare cases for mediation, arbitration, and trial</li><li>Examine witnesses and assist in trial presentation</li><li>Advise clients on litigation risk, strategy, and resolution options</li><li>Collaborate closely with partners on case strategy and client management</li></ul>
<p>We are looking for a detail-oriented and friendly Receptionist to join our team in Bethesda, Maryland. This is a Contract position that offers an excellent opportunity for individuals with strong communication and organizational skills to contribute to a dynamic workplace. The ideal candidate will have experience managing multi-line phone systems and a welcoming demeanor to ensure smooth interactions with clients and visitors. </p><p>Responsibilities:</p><p>• Greet visitors and clients in a professional and friendly manner</p><p>• Answer and route incoming phone calls and emails</p><p>• Schedule appointments and manage calendars as needed</p><p>• Maintain front desk organization and common areas</p><p>• Perform basic administrative tasks such as data entry, filing, and document preparation</p><p>• Receive and distribute mail and deliveries</p><p>• Ensure confidentiality of sensitive information</p><p><br></p>
<p>Our client, a leading organization in Chula Vista, CA is seeking a dedicated Customer Service Representative to join their team. This is an excellent opportunity for individuals passionate about delivering high-quality service and resolving inquiries in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Field incoming customer inquiries via phone, email, and chat, providing timely and accurate information</li><li>Resolve customer questions, complaints, and issues with professionalism and empathy</li><li>Document all customer interactions and follow-up tasks within the system</li><li>Coordinate with internal teams to ensure a seamless customer experience</li><li>Process orders, returns, and exchanges as needed</li><li>Ensure customer satisfaction while striving to exceed expectations</li></ul><p><br></p>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>Robert Half Management Resources is seeking a Senior Accounting Manager consultant to support our eCommerce & wholesale client on a 2–3-month remote interim engagement. Working alongside the Director of Corporate Accounting, this individual contributor consultant will lead the revenue workstream, oversee eCommerce activity, and stand up the wholesale accounting and A/R function during a period of organizational restructuring and year-end close. The ideal consultant brings deep wholesale experience, strong NetSuite knowledge, and the ability to operate independently while building scalable processes in a fast‑moving, ambiguous environment.</p><p><br></p><p>Responsibilities</p><p>• Build and implement wholesale revenue accounting processes, including billing, invoicing, cash application, and revenue recognition</p><p>• Oversee day‑to‑day wholesale transactional activity: invoice customers, process cash receipts, maintain aging, and ensure timely collections</p><p>• Support year-end close (01/31): prepare/review revenue entries, reconciliations, and schedules</p><p>• Review eCommerce revenue and related journal entries (Shopify environment); ensure accurate mapping and cutoffs</p><p>• Clean up and standardize NetSuite data tags/segments to support accurate reporting</p><p>• Partner cross‑functionally with Wholesale, Operations, and System partners to establish end‑to‑end order-to-cash (O2C) workflows</p><p>• Document new processes, standard operating procedures (SOPs), close checklists, tagging standards, and handoff materials for future hires</p><p>• Navigate existing gaps, perform reconciliations, and account clean-up as needed with adaptability, offering practical process and control </p>
Essential Duties and Responsibilities: A review of this description has excluded the marginal functions of this job which are incidental to the performance of fundamental job duties. All duties or requirements are essential job functions. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be expected to follow any other job-related instruction and to perform any other job-related duties requested by their supervisor. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.<br><br>1. Provides next-level guest service to internal and external guests. Demonstrates #AddLife culture in all interactions with guests and co-workers.<br><br>2. Responsible for fostering an environment of support and motivation for Team Members.<br><br>3. Maintains confidentiality of all privileged information in accordance with established procedures with company policy and state regulations. <br><br>4. Adheres to all Internal Control Policies and Procedures, Bank Secrecy Act, Title 31 Rules and Regulations, and ensures company accounting procedures and reporting conform to Generally Accepted Accounting Principles (GAAP). <br><br>5. Scans paperwork for Revenue Audit and files paperwork appropriately.<br><br>6. Manually enters data into preset spreadsheets for the Accounting, Payroll, and Revenue Audit departments.<br><br>7. Investigates any questionable invoices and follows up with the vendors and/or departments; including working with vendors, service providers, and departments to reconcile.<br><br>8. Routes invoices for approval within the purchasing software.<br><br>9. Processes check requests, obtains all approvals for vouchers and checks, and routes requests to corporate AP for payment.<br><br>10. Works with department heads to identify status of vendor invoices within the purchasing system.<br><br>11. Keeps position supervisor informed of relevant activities.<br><br>12. Other duties as assigned.
<p>We are looking for a detail-oriented and friendly Receptionist for a contract position in Hyattsville, Maryland. In this role, you will play a key part in ensuring smooth daily operations by managing front desk responsibilities while providing exceptional customer service. This position requires strong organizational skills and the ability to handle multiple tasks efficiently.</p><p>Responsibilities:</p><p>• Greet visitors and clients in a professional and friendly manner</p><p>• Answer and route incoming phone calls and emails</p><p>• Schedule appointments and manage calendars as needed</p><p>• Maintain front desk organization and common areas</p><p>• Perform basic administrative tasks such as data entry, filing, and document preparation</p><p>• Receive and distribute mail and deliveries</p><p>• Ensure confidentiality of sensitive information</p><p><br></p>
<p><strong>Job Overview:</strong></p><p>We are seeking an experienced and detail-oriented <strong>Sr. Accountant</strong> to join a dynamic and high-performing finance team. This role is critical to supporting general accounting functions, ensuring accuracy in financial reporting, and driving improvements across budgeting, forecasting, and internal controls. The ideal candidate will bring a strong foundation in general ledger accounting, experience in a manufacturing environment, and the ability to work cross-functionally within a fast-paced organization.</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage month-end close activities including journal entries, accruals, and account reconciliations</li><li>Prepare and analyze monthly financial statements and supporting schedules</li><li>Assist in the development of annual budgets and rolling forecasts</li><li>Monitor capital expenditures and maintain fixed asset and CIP schedules</li><li>Ensure compliance with GAAP and support internal/external audits</li><li>Maintain and document internal controls in alignment with SOX requirements</li><li>Prepare cash flow forecasts and support working capital optimization initiatives</li><li>Support the setup and maintenance of vendor and customer accounts</li><li>Collaborate with cross-functional teams to resolve discrepancies and improve process efficiency</li><li>Participate in cost/benefit analysis for capital projects and operational improvements</li><li>Assist with ERP system enhancements and reporting automation initiatives</li></ul>
We are looking for a motivated Customer Service Representative to join our team in Madison, Wisconsin. This is a long-term contract position offering an excellent opportunity to provide meaningful assistance to customers in a non-profit setting. The ideal candidate will excel at handling inquiries, resolving issues, and delivering exceptional service across various channels.<br><br>Responsibilities:<br>• Respond promptly and professionally to incoming calls and inquiries, ensuring customer satisfaction.<br>• Handle order entry and manage accurate processing of customer requests.<br>• Address concerns and resolve issues efficiently to maintain positive customer relationships.<br>• Provide detailed information about products or services to assist customers in making informed decisions.<br>• Document interactions and transactions in the system to ensure proper record-keeping.<br>• Collaborate with team members to improve processes and enhance service delivery.<br>• Follow established procedures and guidelines to meet organizational standards.<br>• Manage high volumes of inbound and outbound calls in a courteous and timely manner.<br>• Identify opportunities to improve customer experience and recommend solutions.<br>• Adhere to company policies while ensuring compliance with quality standards.
<p>We are looking for an experienced Receptionist to join our team in Rockville, Maryland. This contract position offers an opportunity to showcase your organizational and customer service skills in a dynamic, detail-oriented services environment. As the first point of contact for clients and visitors, you will play a key role in maintaining smooth operations and a welcoming atmosphere.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients in a professional and friendly manner</p><p>• Answer and route incoming phone calls and emails</p><p>• Schedule appointments and manage calendars as needed</p><p>• Maintain front desk organization and common areas</p><p>• Perform basic administrative tasks such as data entry, filing, and document preparation</p><p>• Receive and distribute mail and deliveries</p><p>• Ensure confidentiality of sensitive information</p>
<p>Robert Half Technology is is looking to hire a <strong>SharePoint Developer </strong>with <strong>React </strong>experience<strong> </strong>for a firm based in Seattle, Washington. The ideal candidate should have extensive hands-on experience in cloud development, with deep expertise in Microsoft 365, SharePoint Online, and Azure cloud services. The candidate must have in-depth knowledge of the SharePoint Framework (or expertise in developing custom applications using modern front-end technologies such as React, Angular, or Vue, along with strong full-stack development skills), API development, cloud-native best practices, and DevOps processes to deliver high-quality, scalable solutions.</p><p><br></p><p><strong>Duration:</strong> 6-month contract-to-hire</p><p><strong>Schedule:</strong> Monday-Friday (Core Business Hours) PST - Flexible</p><p><strong>Location: </strong>100% Remote</p><p><br></p><p><strong>Hands-On Development:</strong></p><ul><li>Develop and maintain scalable applications using C#, SPFx, HTML, CSS, React (or framework of choice), TypeScript, JavaScript, Power Platform, Azure Cloud Services, Microsoft Graph API, PnP JS, PowerShell, SharePoint REST and custom APIs.</li><li>Develop and optimize Azure Functions, Web APIs, Runbooks and cloud-native solutions.</li><li>Automation using Power Automate and create low-code/no-code solutions using Power Apps.</li><li>Apply best practices in code quality, testing, and deployment to ensure all solutions are robust, reliable, and secure.</li><li>Work independently and troubleshoot issues, resolving technical challenges and clearing dependencies in a timely manner.</li><li>Follow coding and compliance standards, contribute to and maintain technical documentation.</li><li>Leverage AI tools and technologies throughout the development process to automate repetitive tasks, enhance code quality, and boost overall productivity.</li></ul><p><strong>Agile Practices, DevOps & Continuous Innovation:</strong></p><ul><li>Continuously learn and adopt the latest features and updates in leading cloud platforms and technologies. Explore and identify opportunities to integrate AI and intelligent features into solutions.</li><li>Collaborate closely with team members within an Agile framework, actively participating in sprint planning, assist in defining acceptance criteria, identifying any technical dependencies, and effectively sizing user stories to ensure clear requirements, and alignment with sprint goals.</li><li>Utilize Azure DevOps and GitHub to plan, track, and document work, ensuring transparency and effective project coordination</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</li></ul>
<p><em>The salary range for this position is $80,000 - $85,000 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>Responsibilities: </strong></p><ul><li>Ensure monthly activities are recorded in accordance with the company's accounting policies and prepare relevant journal entries for areas including recording and tracking of accrued expenses, work in process (WIP), revenue accruals, and prepaid expenses, amongst others.</li><li>Prepare monthly trend analysis reports</li><li>Assist in the preparation of the monthly and quarterly reporting package by investigating and documenting income statement and balance sheet variances and statement of cash flows.</li><li>Display a knowledge of intercompany processes and effectively ensure all intercompany transactions are appropriately offset</li><li>Prepare quarterly and annual supporting schedules as required for financial reporting department in accordance with 10-Q and 10-K disclosure requirements</li><li>Assist with internal and external audit requests.</li><li>Assist in maintaining an effective control environment by executing controls to ensure compliance with established accounting policies</li><li>Reconcile assigned balance sheet accounts monthly</li><li>Effectively document reconciliations and other supporting schedules to enable reviewers to quickly understand and assess them</li><li>Understand the full end to end process for recording transactions and develop and propose process improvements</li><li>Perform analysis of balance sheet accounts to enable others to understand the nature of transactions and key drivers of activity</li><li>Perform adhoc requests and special projects as requested, such as documentation of business processes, process improvement recommendations</li></ul>
