<p>Our client is looking for an experienced Accounts Payable Lead to manage day-to-day payables operations and help keep financial processes accurate, organized, and on schedule. This role is an important part of a high-performing finance team, providing support to staff, building strong vendor relationships, and helping improve efficiency across invoice and payment workflows. The ideal Accounts Payable Lead candidate has solid accounts payable experience, proven leadership skills, and a hands-on approach that works well in a fast-moving environment.</p><p><br></p><p>Responsibilities for the Accounts Payable Lead</p><p>• Lead the day-to-day work of the accounts payable team, including coaching, training, and providing support to help drive strong performance and professional growth.</p><p>• Act as a main point of contact for vendors, handling more complex payment inquiries, resolving discrepancies, and maintaining strong working relationships.</p><p>• Oversee invoice review, coding, and payment processing to help ensure accuracy, compliance, and timely completion of check, ACH, and other payment cycles.</p><p>• Support the implementation and ongoing use of accounts payable and procurement systems, including automation tools that help improve efficiency and strengthen controls.</p><p>• Prepare reports for finance leadership to provide visibility into payables activity, outstanding items, and operational trends.</p><p>• Work closely with procurement, finance, and other internal teams to improve coordination and help create smoother end-to-end processes.</p><p>• Assist with month-end close activities, reconciliations, and special projects that support team and company goals.</p><p>• Stay on top of multiple priorities and deadlines while handling sensitive financial information with sound judgment and discretion.</p>
We are looking for an experienced Contracts Administrator to join a thriving energy company located in Houston, Texas. This role involves close collaboration with legal and business teams, offering a dynamic environment to manage commercial contracts, compliance matters, and legal documentation. If you are detail-oriented and thrive in fast-paced settings, this position provides an excellent opportunity to make a meaningful impact.<br><br>Responsibilities:<br>• Draft, review, and organize commercial contracts while ensuring accuracy and compliance.<br>• Maintain and update legal templates and electronic filing systems for contracts and other documentation.<br>• Assist in pre-litigation and litigation processes, including collections and bankruptcy-related matters.<br>• Provide administrative support by managing legal invoices, tracking contract statuses, and maintaining project calendars.<br>• Contribute to the development and implementation of internal compliance policies and procedures.<br>• Gather and prepare information for compliance reporting and ensure timely submission of required documentation.<br>• Collaborate with both legal and business teams to ensure alignment between commercial operations and legal standards.<br>• Monitor and ensure adherence to contract deadlines, terms, and conditions.<br>• Support ongoing improvements to legal workflows and processes to enhance efficiency.<br>• Address inquiries regarding contract terms and assist in negotiations when necessary.
<p><em>The salary range for this position is $130,000 - $150,000 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>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Tax Manager. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Research tax issues and filing requirements that affect tax compliance.</li><li>Review tax returns (1065, 1120, 1040) and ensure accuracy and completeness.</li><li>Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.</li><li>Draft tax technical memorandums.</li><li>Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.</li><li>Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.</li><li>Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal.</li><li>Provide regular performance feedback as well as deliver timely performance evaluations.</li><li>Develop subordinates' technical and industry skills and encourage growth.</li><li>Demonstrate initiative, vision, resourcefulness, creativity and independent thinking. Lead by example.</li></ul><p><br></p>
We are looking for an experienced Controller to oversee financial operations and ensure the accuracy of accounting records. This role is ideal for a detail-oriented individual with strong leadership skills and a deep understanding of financial management. Based in Houston, Texas, this position offers an opportunity to contribute to the strategic direction of the organization.<br><br>Responsibilities:<br>• Manage the month-end close process to ensure accurate and timely financial reporting.<br>• Prepare comprehensive financial statements in compliance with regulatory standards.<br>• Oversee document control processes, including scanning and compiling documentation for record-keeping purposes.<br>• Implement and maintain accounting procedures to improve operational efficiency.<br>• Monitor and analyze financial data to support decision-making and business strategy.<br>• Ensure compliance with all applicable financial regulations and laws.<br>• Utilize Yardi software to manage and streamline accounting processes.<br>• Collaborate with cross-functional teams to align financial goals with organizational objectives.<br>• Provide leadership and guidance to the accounting team, fostering growth and development.
We are looking for an experienced Accounting Manager/Supervisor to oversee corporate accounting operations within a manufacturing environment. Based in Houston, Texas, this role involves managing monthly close processes, consolidations, financial reporting, and audit preparations while ensuring compliance with accounting standards and company policies. The ideal candidate will play a key role in streamlining procedures and driving process improvements.<br><br>Responsibilities:<br>• Supervise the monthly close processes for corporate entities to ensure accuracy and timeliness.<br>• Oversee consolidation activities, including foreign currency translation, intercompany reconciliations, and eliminations.<br>• Review and approve account reconciliations to maintain accurate financial records.<br>• Prepare and analyze monthly internal financial reports for management review, ensuring the completeness and accuracy of data.<br>• Manage accounting for stock-based compensation and ensure compliance with relevant standards.<br>• Support external financial reporting requirements by preparing necessary documentation and filings.<br>• Coordinate schedules and documentation for quarterly reviews and year-end audits with external auditors.<br>• Implement and refine corporate accounting control procedures to enhance efficiency and compliance.<br>• Stay updated on new accounting pronouncements and ensure practices align with current standards.<br>• Collaborate with other departments to provide accounting support and address cross-functional needs.
We are looking for a skilled HR Business Partner (HRBP) to oversee human resources functions across the Houston and Austin markets. This role requires a confident and experienced individual with a strong background in employee relations, recruitment, and HR systems. The ideal candidate will thrive in a fast-paced environment, demonstrate sound judgment, and possess the ability to empower managers while maintaining a firm stance on critical decisions.<br><br>Responsibilities:<br>• Address complex employee relations issues, providing guidance and support to managers and employees.<br>• Collaborate with managers to improve communication and resolve workplace concerns effectively.<br>• Manage recruitment efforts, including candidate sourcing, interviews, and onboarding processes.<br>• Recommend and implement strategies to handle sensitive situations, such as performance management and policy violations.<br>• Utilize HR systems, including payroll, benefits, and recruitment platforms, to streamline processes and ensure accuracy.<br>• Promote compliance with company policies and legal regulations, including accommodations and workplace standards.<br>• Empower managers to confidently address employee performance and behavioral concerns.<br>• Navigate challenging employee situations with professionalism and integrity, ensuring fair and unbiased resolutions.<br>• Support organizational goals by fostering a culture of accountability and continuous improvement.<br>• Coordinate with leadership to make recommendations on terminations and disciplinary actions when necessary.
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our team near Walnut Creek, California. This Contract to permanent position is an excellent opportunity for a dedicated individual seeking to contribute to a fast-paced organization while advancing their career in accounting. The ideal candidate will possess strong organizational skills, keen attention to detail, and a commitment to accuracy in financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Enter project-related data with precision into Sage or similar accounting software to maintain accurate records.</p><p>• Process and code invoices, ensuring proper documentation and compliance with company policies.</p><p>• Reconcile accounts to identify and resolve discrepancies in a timely manner.</p><p>• Collaborate with team members and subcontractors to address billing and collection inquiries.</p><p>• Analyze financial data to detect and correct errors, maintaining the integrity of financial records.</p><p>• Prioritize tasks effectively to meet deadlines in a dynamic work environment.</p><p>• Utilize Office applications, including Excel and Outlook, to support daily operations.</p><p>• Handle sensitive information with confidentiality and professionalism.</p><p>• Provide support for other accounts payable functions as needed.</p>
<p>We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth.</p><p><br></p><p>Responsibilities:</p><p>• Perform administrative duties to support investment operations and ensure team efficiency.</p><p>• Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.</p><p>• Assist in preparing and verifying financial reports to maintain accuracy and compliance.</p><p>• Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.</p><p>• Collaborate with team members to streamline operational processes and enhance productivity.</p><p>• Maintain detailed documentation and records to support auditing and operational requirements.</p><p>• Identify discrepancies and propose solutions to improve data accuracy.</p><p>• Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.</p><p><br></p><p>Key Responsibilities:</p><p>Perform general administrative functions to support investment operations and team efficiency.</p><p>Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.</p><p>Assist with operational tasks and ensure accuracy in financial reports.</p><p>Communicate with internal and external stakeholders via phone and email.</p><p>Provide exceptional service and build relationships while handling inquiries in both English and Spanish.</p><p><br></p><p><br></p>
We are looking for a detail-oriented AP/AR Clerk to join our team in Walnut Creek, California. In this role, you will manage accounts receivable and billing processes for a construction company, ensuring accuracy and compliance with company standards. This position requires strong organizational skills and a solid understanding of financial practices within the construction industry.<br><br>Responsibilities:<br>• Process service and progress billing for construction projects, ensuring accuracy and timely submission.<br>• Reconcile accounts and resolve discrepancies related to job costs and payments.<br>• Handle collections by communicating with clients to ensure timely payment of outstanding invoices.<br>• Maintain accurate financial records, including posting payments and updating account information.<br>• Utilize Foundation Software to manage billing and accounts receivable tasks effectively.<br>• Collaborate with project managers to ensure accurate job costing and billing details.<br>• Review client contracts and billing terms to align invoicing with agreed terms.<br>• Prepare and submit reports on accounts receivable status and collections progress.<br>• Assist with implementing and optimizing billing processes using systems like Procore, Textura, GC Pay, or Service Channel.<br>• Ensure compliance with company policies and industry standards in all financial transactions.
We are looking for an E-Commerce Specialist to support and grow online retail performance for a permanent opportunity based in Houston, Texas. This role focuses on managing digital product content, improving the customer shopping experience, and strengthening marketplace presence across key online channels. The ideal candidate brings hands-on experience with e-commerce operations, website merchandising, and content updates that drive engagement and sales.<br><br>Responsibilities:<br>• Manage online product listings across company websites and third-party marketplaces such as Amazon and eBay, ensuring accurate and compelling content.<br>• Maintain and update website and marketplace content through a content management system, keeping product information current, organized, and consistent.<br>• Monitor digital storefront performance and recommend improvements that enhance product visibility, conversion, and overall customer experience.<br>• Apply visual merchandising best practices to organize products and promotions in a way that supports online sales objectives.<br>• Partner with internal teams to coordinate content changes, promotional updates, and ongoing enhancements to e-commerce operations.<br>• Support website optimization efforts by reviewing content quality, usability, and presentation across online channels.<br>• Use basic HTML knowledge to assist with content formatting, page updates, and minor edits within e-commerce platforms.<br>• Help maintain efficient e-commerce workflows, including updates related to marketplace processes or platform changes when needed.
<p>We are looking for a detail-oriented Accounting Clerk to support day-to-day invoice and records management for a team based in Walnut Creek, California. This is a Long-term Contract position suited for someone who is comfortable handling high-volume document processing, maintaining accurate financial information, and supporting accounting operations with care and consistency. The ideal candidate brings at least 1 year of relevant experience and can work efficiently with invoice review, data entry, and document scanning tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process incoming vendor invoices by reviewing documents for completeness and entering accurate information into the accounting system.</p><p>• Retrieve purchase orders and match them to corresponding invoices to help ensure proper alignment before further processing.</p><p>• Apply appropriate coding to invoices so expenses are recorded correctly and consistently.</p><p>• Scan and upload invoice documentation to maintain organized and accessible financial records.</p><p>• Perform data entry tasks with a high level of accuracy to support accounts receivable and related accounting activities.</p><p>• Assist with routine invoice tracking and record maintenance to help keep accounting files current and audit ready.</p>
<p><strong>Senior Accountant</strong></p><p> 📍 Houston, TX</p><p> 💼 Midstream Oil & Gas Industry</p><p><strong>Overview:</strong></p><p>A growing midstream company in Houston is seeking a <strong>Senior Accountant</strong> to join their team. This role offers strong visibility across the business, working closely with accounting and finance leadership. The ideal candidate is detail-oriented, proactive, and eager to take ownership in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform <strong>account reconciliations</strong> and ensure accuracy across balance sheet accounts</li><li>Prepare and post <strong>journal entries</strong> during the monthly close process</li><li>Support and actively participate in <strong>month-end close activities</strong></li><li>Handle <strong>cash reconciliations</strong> and monitor daily cash activity</li><li>Assist with <strong>audit support</strong>, including preparing schedules and responding to auditor requests</li><li>Help develop and improve <strong>processes and procedures</strong> to drive efficiency and accuracy</li><li>Collaborate cross-functionally with operations and finance teams</li></ul>
<p>We are looking for a skilled Payroll Specialist to join our team in North Houston, Texas. In this role, you will oversee payroll processes, ensuring accuracy and compliance with company policies and regulations. This position offers a dynamic work environment, opportunities for growth in attention to detail, and access to comprehensive benefits.</p><p><br></p><p>Responsibilities:</p><p>• Input payroll data into internal systems and Excel spreadsheets for seamless processing.</p><p>• Manage monthly commission and bonus payouts with precision.</p><p>• Update employee records with changes such as salary adjustments and other employment details.</p><p>• Develop and implement ideas to improve payroll efficiency and workflows.</p><p>• Collaborate with HR and management teams to support special projects and ad hoc requests.</p><p>• Process and document wage garnishments accurately.</p><p>• Investigate and resolve discrepancies in payroll calculations.</p><p>• Address employee inquiries related to compensation in a timely manner.</p><p>• Coordinate closely with accounting teams across various departments.</p><p>• Safeguard employee information and maintain confidentiality at all times.</p>
We are looking for an accomplished Senior Project Manager to oversee the delivery of strategic IT projects, ensuring alignment with business objectives and stakeholder expectations. This role requires a dynamic leader who can motivate teams, manage vendor relationships, and drive projects to completion with efficiency and precision. Based in Houston, Texas, this position offers an exciting opportunity to lead cross-functional initiatives while supporting the development of entry-level project managers.<br><br>Responsibilities:<br>• Plan and execute comprehensive project strategies, including scope definition, scheduling, resource allocation, and budget management.<br>• Lead IT-related projects and integrations, ensuring compliance with enterprise architecture and business goals.<br>• Oversee vendor lifecycle management, including selection, staffing, execution, and quality assurance.<br>• Collaborate with stakeholders to define project priorities, estimate costs, and secure funding through business cases.<br>• Engage IT resource managers and system owners to ensure adequate project resourcing.<br>• Address competing priorities with effective negotiation and communication skills.<br>• Provide mentorship and skill development opportunities to entry-level project managers.<br>• Enhance internal project and portfolio management practices to improve organizational efficiency.<br>• Manage project budgets for capital initiatives ranging from $500K to $10M.<br>• Coordinate team communications and deliver high-quality project presentations to stakeholders.
<p>We are looking for an experienced Receptionist to join our team in Houston, Texas. This role involves creating a welcoming and detail-oriented environment for employees and guests while ensuring smooth office operations. The ideal candidate will excel in customer service, organization, and multitasking, contributing to the overall efficiency of the workplace. </p><p><br></p><p>Responsibilities:</p><p>• Greet employees and guests warmly, fostering a hospitable and detail-oriented atmosphere.</p><p>• Proactively observe and anticipate client needs to enhance their experience.</p><p>• Coordinate maintenance activities and communicate schedules effectively.</p><p>• Manage work order systems and assist with invoice processing.</p><p>• Support daily operations through facility-specific assistance and tactical planning.</p><p>• Ensure meeting and conference room reservations are handled promptly and accurately.</p><p>• Oversee visitor registration, ensuring compliance with regulatory requirements.</p><p>• Maintain kitchen and break areas, restocking supplies and coordinating repairs as needed.</p><p>• Organize and distribute incoming mail and outbound packages efficiently.</p><p>• Administer badge access systems and support budget reporting and analysis.</p>
We are looking for an Accounts Receivable Clerk to support high-volume receivables activity for a long-term contract opportunity in Houston, Texas. This role is ideal for someone who is highly organized, comfortable working in Excel, and able to keep documentation accurate while managing invoice processing and follow-up. The position will focus on maintaining payment records, preparing submissions through customer portals, and helping reduce a large backlog of outstanding invoices.<br><br>Responsibilities:<br>• Process accounts receivable transactions with close attention to accuracy, completeness, and timing.<br>• Enter invoice and payment details into tracking files and internal records using Excel and related tools.<br>• Review supporting documentation to confirm required backup is complete before invoices are submitted.<br>• Upload invoices and related materials through customer payment portals in accordance with established procedures.<br>• Monitor aged receivables and follow up on outstanding commercial balances to support timely collections.<br>• Apply incoming cash receipts to the appropriate customer accounts and reconcile payment activity as needed.<br>• Coordinate with internal teams and customer contacts to resolve billing questions, missing documents, and payment discrepancies.<br>• Maintain organized records of receivable activity and assist with process-driven tasks tied to invoice backlog management.
We are looking for a detail-oriented Auditing Clerk to join a services team in Houston, Texas. This contract-to-permanent opportunity is ideal for someone who wants to build practical accounting experience while supporting hotel audit operations through careful review and reconciliation work. The position offers hands-on exposure to financial records, reporting processes, and data accuracy within a collaborative team environment.<br><br>Responsibilities:<br>• Review hotel audit records to identify discrepancies, confirm accuracy, and support timely financial close activities.<br>• Perform daily reconciliations by comparing financial data across reports and resolving mismatched entries.<br>• Enter and update audit-related information in internal systems with a high level of precision and consistency.<br>• Prepare and maintain audit reports that summarize findings, exceptions, and supporting documentation.<br>• Investigate variances in financial records and follow established procedures to correct or escalate issues.<br>• Assist the hotel audit team with routine accounting support tasks tied to record validation and reporting accuracy.<br>• Organize audit documentation so files are complete, accessible, and ready for internal review when needed.
<p>We are looking for a detail-oriented Administrative Assistant to support daily administrative operations for a church office in Houston, Texas. This Contract to Permanent opportunity is ideal for someone who is organized, service-oriented, and comfortable managing front desk responsibilities alongside facility, event, and membership-related coordination. The person in this role will help keep office functions running smoothly while providing dependable support to staff, visitors, and ministry activities.</p><p><br></p><p>Responsibilities:</p><p>• Manage membership records and update database information accurately, including processing membership changes and preparing transfer correspondence when requested.</p><p>• Maintain facility schedules and coordinate space usage, parking arrangements, and related resources for church activities and partner events.</p><p>• Conduct regular inspections of cemetery grounds to identify upkeep needs and work with external administration teams on burial arrangements and maintenance items.</p><p>• Organize holiday flag placement at veterans’ graves and ensure commemorative observances are supported according to schedule.</p><p>• Record attendance details for weekly events and maintain accurate administrative data for internal tracking.</p><p>• Coordinate security coverage for events, oversee surveillance and access systems, and maintain key control, key fob distribution, and building permit records.</p><p>• Handle incoming and outgoing mail and deliveries, and support office purchasing by ordering approved supplies and maintaining vending inventory.</p><p>• Track kitchen equipment, furniture, and shared-space supplies while helping coordinate volunteers for seasonal decorating and special facility needs.</p><p>• Support the setup and logistical preparation for non-worship events such as concerts, weddings, funerals, and partner gatherings, including collaboration with hospitality volunteers.</p><p>• Provide general administrative support to staff by preparing ministry materials, assisting with meeting coordination, helping organize outreach efforts such as the annual food drive, and completing other assigned office tasks.</p>
<p>Robert Half's client in the professional services industry is seeking a<strong> </strong>reliable, detail-oriented Office Assistant to join their team on a contract-to-permanent basis in Walnut Creek, California. This is a great opportunity to step into a professional office environment, build long-term stability, and work alongside a team that values accuracy, organization, and client trust. This position is 100% onsite.</p><p><br></p><p>In this Office Assistant role, you’ll be a key point of support for daily operations—helping ensure the office runs smoothly and clients feel welcomed and well supported.</p><p><br></p><p>What You’ll Do:</p><ul><li>Be the friendly first point of contact, welcoming clients and creating a positive, polished experience</li><li>Manage incoming and outgoing mail, including sorting, distributing, and preparing bulk mailings</li><li>Keep records organized through filing, scanning, and document management</li><li>Answer and route incoming phone calls with professionalism and discretion</li><li>Maintain office mailboxes and ensure correspondence is handled promptly</li><li>Provide general administrative and clerical support that keeps the team efficient</li></ul><p>Why This Opportunity Stands Out:</p><ul><li>Contract-to-permanent pathway with potential for long-term placement</li><li>Work in a stable, professional fiduciary environment</li><li>Gain experience supporting meaningful client services</li><li>Collaborative team with clear processes and expectations</li><li>Ideal for someone who enjoys structure, organization, and being trusted with important details</li></ul><p>If you’re dependable, organized, and looking for an Office Assistant role that can grow into something more permanent, this could be a great next step.</p>
<p>We are looking for a Project Manager to support our client in Houston, Texas, through strong delivery leadership and close coordination across business and technical teams. This Long-term Contract position is ideal for someone who can organize complex workstreams, keep stakeholders aligned, and guide projects from planning through completion. The role requires a structured communicator who can balance timeline, scope, budget, and quality while working effectively in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain comprehensive project roadmaps that outline scope, timelines, milestones, resource needs, and expected outcomes.</p><p>• Lead collaboration across product, IT, business, vendor, and executive groups to keep initiatives moving forward and decisions well coordinated.</p><p>• Monitor project health by identifying risks, resolving issues, and managing dependencies before they affect delivery.</p><p>• Provide clear and timely reporting on status, priorities, and performance to stakeholders and leadership teams.</p><p>• Oversee budget and schedule execution to help ensure deliverables are completed within agreed constraints and quality expectations.</p><p>• Evaluate change requests, assess business impact, and adjust plans appropriately while maintaining control of project scope.</p><p>• Support Agile ways of working by facilitating backlog refinement, coordinating with scrum teams, and tracking progress in Jira.</p><p>• Close out projects with complete documentation, formal handoff activities, and post-project reviews to capture lessons learned.</p>
<p>Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p><br></p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p><br></p><p><strong>For quickest consideration, please send a message to Jennifer Fukumae on Linkedin!</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning & Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations & Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance & Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>
<p>Our client has an <strong>immediate need</strong> for an Administrative & Bookkeeping Assistant on a <strong>contract-to-hire basis</strong>. This role supports a busy tax and bookkeeping team and is ideal for someone who can handle front-office responsibilities while assisting with light accounting tasks. The environment is fast-paced, especially during tax season, and requires strong organization, accuracy, and communication skills.</p><p><br></p><p>Key Responsibilities</p><ul><li>Answer and route incoming phone calls in a professional and timely manner</li><li>Manage email inboxes and coordinate client communication</li><li>Schedule appointments and maintain calendars using Outlook</li><li>Scan, organize, and maintain digital client records and documentation</li><li>Receive and distribute mail, packages, and office deliveries</li><li>Communicate with clients via phone, email, and virtual platforms</li><li>Prepare and send documents for electronic signature using Adobe Sign</li><li>Maintain office organization, supplies, and general office upkeep</li><li>Assist with bookkeeping tasks in QuickBooks Online</li><li>Enter financial transactions including invoices, bills, deposits, and checks</li><li>Support account reconciliations and transaction reviews</li><li>Maintain Excel spreadsheets for bookkeeping and tax tracking</li><li>Assist with month-end close activities and tax preparation support</li></ul>
We are looking for an Administrative Coordinator to support client communications, scheduling, and event operations for a growing team in Florida. This contract opportunity with permanent potential is ideal for someone who enjoys balancing administrative work with event-related coordination in a fast-paced, client-focused environment. The role will handle day-to-day organization, keep timelines on track, and help ensure each event is prepared with accuracy and professionalism.<br><br>Responsibilities:<br>• Serve as a primary point of contact for incoming client messages, providing timely responses and guiding inquiries through the booking process.<br>• Organize calendars, appointments, consultations, and internal meetings while keeping deadlines and event milestones clearly tracked.<br>• Create and distribute client-facing documents such as proposals, invoices, and agreements, and monitor payment status and outstanding balances.<br>• Maintain accurate records across internal systems, ensuring client details, schedules, and project updates remain current and well organized.<br>• Coordinate event preparation by assembling materials, reviewing checklists, and confirming that supplies, packaging, and related items are ready for execution.<br>• Gather brand assets from clients and help align labels, signage, and printed materials with approved visual direction.<br>• Support staffing logistics by scheduling event personnel, sharing assignment details, and tracking onboarding documentation for contractors.<br>• Assist with vendor communication, product sourcing, inventory oversight, and delivery timing to help event plans run smoothly.<br>• Provide operational and executive support through task coordination, file organization, research, and workflow improvement efforts.<br>• Participate in on-site event support when needed to help ensure logistics and presentation are carried out successfully.
<p>We are looking for an experienced Controller to join our team in Houston, Texas. This role requires a strategic thinker who can collaborate closely with leadership to develop and support company objectives, enhance operational efficiencies, and drive cost management initiatives. The ideal candidate will possess strong financial expertise and leadership skills to ensure the organization’s financial health and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with the leadership team to establish company goals and identify opportunities for continuous improvement.</p><p>• Develop and implement internal controls to safeguard company assets and ensure compliance with regulatory standards.</p><p>• Create and manage financial metrics to monitor company performance and drive strategic decision-making.</p><p>• Investigate cost-saving measures and recommend actions to improve profitability.</p><p>• Participate in management meetings, including those focused on production, sales, and marketing.</p><p>• Support sales staff in understanding cost and profitability-related customer service issues.</p><p>• Work with sales and operations teams on warranty-related accruals and processes.</p><p>• Provide oversight of daily operations and act as the leader in the absence of the President.</p><p>• Coordinate and prepare all financial information, including monthly statements, year-end documentation, forecasts, and reports.</p><p>• Oversee the month-end and year-end close processes, ensuring accurate financial statements and supporting schedules.</p><p><br></p><p>For immediate consideration, message Mark, mark.loiacano@roberthalf</p>
<p>We are seeking an organized and creative Video Editor to support a busy marketing team on a long-term contract basis in Houston, Texas. The right candidate will manage digital content and marketing campaigns while bringing creativity and attention to detail to every project, and thrive in a fast-paced, deadline-driven environment.</p><p><br></p><p><strong>Requirements</strong></p><ul><li>Prior experience in video editing, content creation, or a related role</li><li>Proficiency in Adobe Premiere Pro, Final Cut Pro, or DaVinci Resolve</li><li>Proficiency in Canva for graphic design and promotional asset creation</li><li>Familiarity with paid search and social media advertising</li><li>Strong copywriting, editing, and proofreading skills</li><li>Ability to analyze basic campaign data and translate findings into actionable improvements</li><li>Highly organized with the ability to manage multiple priorities in a fast-moving environment</li><li>Strong communication and cross-functional collaboration skills</li></ul><p><br></p>