<p>Our client is a boutique Wealth Management firm looking to bring onboard a Compliance Analyst. The role is in Boston, mostly in office. </p><p><br></p><p>This role focuses on ensuring compliance and mitigating risk within a financial institution through meticulous analysis and proactive monitoring. Key responsibilities include conducting remote and onsite branch reviews and performing daily trade blotter reviews with an emphasis on exception reports, requiring strong attention to detail. The candidate will assist with annual supervisory controls testing, review and approve advertising, sales literature, trade corrections, and other compliance matters, while investigating potential violations of industry standards. The position also involves conducting electronic communication surveillance, managing continuing education programs, and overseeing accounts management, all while maintaining a strong knowledge of regulatory changes. Successful candidates will organize compliance records, manage compliance application systems, and maintain accurate documentation processes. </p>
<p>We are looking for a detail-oriented Human Resource Recruiter to join our team located in Greater Philadelphia Region. In this long-term Human Resource Recruiter contract position, you will play a key role in sourcing top-tier talent, managing recruitment processes, and supporting administrative functions within the financial services industry. This is an excellent opportunity to contribute to a dynamic environment while collaborating closely with senior leadership.</p><p><br></p><p>What you get to do every single day:</p><p>• Source and evaluate resumes to identify candidates with relevant experience, particularly for financial advisor roles.</p><p>• Conduct cold outreach to potential candidates using various platforms.</p><p>• Schedule interviews and coordinate with hiring managers to ensure streamlined processes.</p><p>• Organize and oversee new training sessions and orientation programs.</p><p>• Collaborate with senior leaders to facilitate team trainings and development initiatives.</p><p>• Handle day-to-day administrative tasks to support office operations.</p><p>• Finalize and distribute agenda items for meetings and events.</p><p>• Coordinate schedules across departments and with managers to optimize efficiency.</p>
<p>A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.</p><p>• Develop estate plans that align with clients' personal and financial objectives.</p><p>• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.</p><p>• Partner with financial advisors to deliver integrated and effective planning solutions.</p><p>• Communicate with clients and their representatives to address legal inquiries and provide guidance.</p><p>• Draft and review legal documents with precision and attention to detail.</p><p>• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.</p>
<p>We are looking for a motivated Project Controller and Finance Business Partner to join our Finance and Operations team in San Francisco, California. This role combines project financial management with firm-wide forecasting and strategic advisory within a detail-focused services environment. The ideal candidate thrives in a collaborative setting, excels at managing multiple priorities, and is eager to contribute to organizational growth while building strong internal relationships. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a financial advisor to studio leaders and project managers, offering guidance on budgeting, labor utilization, and project profitability.</p><p>• Collaborate with project teams to set up budgets, track costs, and monitor financial health, ensuring compliance with contract terms.</p><p>• Review and manage financial and tax-related aspects of client and supplier agreements for alignment with organizational policies.</p><p>• Prepare monthly and quarterly financial reports, analyzing project-level and consolidated firm performance.</p><p>• Oversee invoicing, billing, and revenue recognition processes while maintaining communication with clients.</p><p>• Reconcile subcontractor expenses and ensure accurate tracking of project expenditures.</p><p>• Identify opportunities to optimize fee structures and improve profitability margins.</p><p>• Support leadership with ad-hoc financial reviews, process improvements, and strategic analysis.</p><p>• Enhance financial systems and workflows in collaboration with IT and other teams.</p><p>• Mentor less experienced finance team members to strengthen organizational capabilities.</p>
We are offering an exciting opportunity for a Director of Finance in LAKE DALLAS, Texas. This role is crucial to our operations as it involves leading financial strategies, conducting financial analysis, and ensuring the accuracy of financial records. In addition, you will be responsible for financial reporting and the development of financial policies and procedures.<br><br>Responsibilities: <br>• Act as the primary financial advisor, providing leadership and direction in financial strategies and priorities<br>• Conduct in-depth financial and resource analysis of operations, evaluating the organization's needs and recommending resource requirements<br>• Develop short and long-range revenue and expenditure forecasts, as well as multi-year forecast models<br>• Monitor status reports, perform financial impact analysis, and recommend budget and planning adjustments as needed<br>• Oversee accounting activities related to general ledger, accounts receivable, and accounts payable, along with monthly bank statement reconciliation<br>• Ensure the quality of financial activities by verifying the accuracy of financial records<br>• Direct external financial reporting, including the preparation of financial statements and development of Comprehensive Annual Financial Report (CAFR)<br>• Establish internal financial controls and ensure compliance with all laws, policies, and best practice standards in financial, accounting, budget, and procurement activities<br>• Develop, monitor, and audit finance and procurement policies, practices, and procedures
We are looking for an experienced Controller to join our team in Circle Pines, Minnesota. In this role, you will oversee the financial operations and strategies of the organization, ensuring alignment with business goals and regulatory standards. You will play a pivotal role in driving financial efficiency, managing risk, and supporting strategic decision-making.<br><br>Responsibilities:<br>• Act as a trusted financial advisor to the executive team, offering insights and strategic recommendations to support key business decisions.<br>• Develop and implement financial strategies that align with organizational goals and adapt to market trends.<br>• Lead budgeting, forecasting, and long-term financial planning processes to ensure operational and production goals are met.<br>• Conduct detailed financial analyses to identify opportunities for cost savings, revenue growth, and improved efficiency.<br>• Establish and monitor key performance indicators (KPIs) to evaluate financial health and operational success.<br>• Manage all aspects of financial operations, including accounting, tax compliance, financial reporting, payroll, accounts payable/receivable, and inventory management.<br>• Ensure the accurate and timely preparation of monthly, quarterly, and annual financial reports.<br>• Maintain robust systems and internal controls to uphold financial accuracy and readiness for audits.<br>• Coordinate internal and external audits while ensuring compliance with relevant regulations.<br>• Optimize cash flow and working capital strategies to ensure financial stability and support growth initiatives.
<p>We are seeking a dynamic and detail-oriented Associate Corporate Attorney with experience in private equity transactions, mergers and acquisitions (M& A) for small and midsize businesses, debt and equity financings including mezzanine transactions, and other corporate matters. This role will involve supporting clients across a range of industries, helping them navigate complex transactions and develop strategic solutions. The ideal candidate will have a strong foundation in corporate law, excellent negotiation skills, and a passion for delivering value-driven counsel to clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Transactional Work</strong>: Assist clients with structuring, negotiating, and closing private equity transactions, M& A deals, debt financings, equity financings, and mezzanine transactions.</li><li><strong>Due Diligence</strong>: Conduct and manage thorough legal due diligence processes for acquisitions, financings, and other corporate transactions.</li><li><strong>Drafting and Reviewing</strong>: Draft, review, and revise legal agreements, including stock purchase agreements, asset purchase agreements, shareholder agreements, operating agreements, financing contracts, and other transactional documents.</li><li><strong>Client Advisory</strong>: Provide practical legal advice on corporate governance, compliance, and regulatory issues related to deal structures and corporate transactions.</li><li><strong>Stakeholder Collaboration</strong>: Work closely with internal and external stakeholders, including clients, financial advisors, and opposing counsel, to develop solutions and navigate deal challenges.</li><li><strong>Legal Research</strong>: Perform research on applicable laws, trends, and emerging regulatory developments impacting clients and transactions.</li><li><strong>Risk Analysis</strong>: Identify and mitigate risks tied to corporate transactions, including reviewing title documents, intellectual property concerns, tax implications, and compliance matters.</li><li><strong>Portfolio and Post-Transaction Support</strong>: Assist clients with post-closing matters such as integration, restructuring, or governance adjustments. </li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Comprehensive health, dental, and vision benefits.</li><li>Retirement plan with employer match</li></ul>
We are looking for an experienced Paralegal to support our team in Baltimore, Maryland. This role is ideal for a meticulous individual with expertise in estate and probate administration, tax filings, and client communication. You will play a key role in coordinating legal processes, preparing documentation, and ensuring compliance with local regulations.<br><br>Responsibilities:<br>• Manage probate court filings and recordings, including conducting research and ensuring adherence to local rules.<br>• Draft and prepare probate administration documents, such as court petitions, administration accounts, deeds, certifications, and orders.<br>• Oversee non-probate administration tasks following a client's passing.<br>• Serve as a point of contact for clients and advisors, addressing routine estate administration matters.<br>• Prepare Gift Tax, Estate Tax, and Fiduciary Income Tax returns with accuracy and timeliness.<br>• Input financial data for the creation and submission of accountings.<br>• Collaborate with clients' financial advisors to ensure proper account titling and compliance with estate planning strategies.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a skilled Tax Staff Accountant to join a dynamic finance team in Honolulu, Hawaii. This role is ideal for someone with a strong background in tax accounting who thrives in client-focused settings and enjoys providing strategic financial insights to individuals and businesses. If you have a passion for delivering excellent service and are eager to contribute to the success of growing organizations, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare accurate and timely personal tax returns for a variety of clients.<br>• Handle business tax returns with meticulous attention to detail and compliance.<br>• Perform bookkeeping and payroll services for small-to-medium-sized businesses.<br>• Offer accounting advice to clients, helping them make informed financial decisions.<br>• Build and nurture strong relationships with clients and prospective customers to ensure satisfaction and trust.
<p>We are looking for an experienced Controller to oversee our client's regional financial operations for their organization in Fort Worth, Texas. This role involves managing a financial team while ensuring compliance, accurate reporting, and continuous process improvements. As a key member of the finance leadership team, you will collaborate with stakeholders across multiple departments to drive operational efficiency and maintain strong financial governance. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, at [email protected].</p><p><br></p><p>Responsibilities:</p><p>• Oversee and ensure the accuracy of financial statements and reporting processes.</p><p>• Implement and maintain robust controls to mitigate risks and ensure regulatory compliance.</p><p>• Manage tax compliance and review local tax reports to meet statutory requirements.</p><p>• Coordinate and support external audits to ensure smooth and efficient processes.</p><p>• Identify and implement opportunities for process and system improvements.</p><p>• Develop and monitor operational finance metrics and KPIs to track regional performance.</p><p>• Serve as a financial advisor to business leaders, providing guidance on risk management and controls.</p><p>• Lead, mentor, and develop a high-performing team of financial professionals.</p><p>• Establish and manage relationships with internal and external stakeholders.</p><p>• Adapt to technological changes and innovations to enhance financial operations.</p>
We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in estate law and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning. This role offers an opportunity to work on a variety of legal matters, including drafting comprehensive estate plans and managing related legal documents.<br><br>Responsibilities:<br>• Develop tailored estate plans for clients, incorporating their unique financial and personal needs.<br>• Draft and review legal documents such as irrevocable and revocable trusts, wills, and powers of attorney.<br>• Advise clients on estate tax implications and assist in the preparation of necessary tax forms.<br>• Provide guidance on asset protection strategies and wealth transfer planning.<br>• Conduct thorough consultations to understand client goals and recommend appropriate legal solutions.<br>• Stay informed about changes in estate law to ensure compliance and provide up-to-date advice.<br>• Collaborate with other professionals, such as financial advisors, to create cohesive estate strategies.<br>• Represent clients in legal proceedings related to estate planning, when necessary.
<p>We are looking for an experienced Trust and Estate Attorney/Lawyer to join our team in Los Altos, California. The ideal candidate will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique needs of each client. This role requires someone with excellent communication skills and a deep understanding of state and federal regulations.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on trust and estate planning, probate administration, estate tax, and asset protection strategies.</p><p>• Draft, review, and finalize legal documents such as wills, trusts, powers of attorney, and healthcare directives.</p><p>• Manage trust administration processes and oversee probate cases while ensuring compliance with California laws.</p><p>• Represent clients in court proceedings and mediation sessions related to estate disputes when necessary.</p><p>• Develop customized plans for high-net-worth individuals and families, addressing complex estate needs.</p><p>• Communicate effectively with clients to explain legal options and provide updates on case progress.</p><p>• Stay informed about changes in laws affecting estate planning, trusts, and probate to deliver accurate advice.</p><p>• Collaborate with other professionals, such as financial advisors or tax experts, to optimize client outcomes.</p>
<p>Jana Chapman with Robert Half is looking for a highly experienced Senior Accountant to join our client in Portland. In this role, you will handle complex accounting tasks, support operational leaders with financial insights, and drive improvements in processes and systems. This position offers an opportunity to contribute strategically while applying your expertise in financial reporting and analysis.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements, ensuring compliance with accounting standards and accuracy in reporting.</p><p>• Assist leaders in developing and monitoring annual budgets, providing detailed financial recommendations.</p><p>• Execute month-end and year-end closing processes, including journal entries, account reconciliations, and expense analysis.</p><p>• Provide support for internal and external audits, offering insights and actionable recommendations to improve operational procedures.</p><p>• Identify and implement process improvements to enhance efficiency and support automation initiatives.</p><p>• Act as a financial advisor to business leaders, using data-driven insights to guide strategic decision-making.</p><p>• Maintain and manage general ledger accounts, ensuring proper mapping and alignment with organizational needs.</p><p>• Collaborate on system upgrades and enhancements to streamline accounting operations and reporting.</p><p>• Monitor and analyze project accounting activities, ensuring alignment with organizational goals.</p><p><br></p><p>Please reach out to Jana Chapman with Robert Half to review this position. Job Order: 03600-0013281311</p>
We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about delivering exceptional service and have a strong commitment to precision and integrity.<br><br>Responsibilities:<br>• Provide strategic advice on estate planning, trust administration, and succession planning for high-net-worth individuals.<br>• Draft and analyze complex estate planning documents to ensure accuracy and compliance.<br>• Facilitate entity formation and structure real estate transactions to meet client needs.<br>• Collaborate closely with financial advisors, CPAs, and insurance professionals to deliver integrated solutions.<br>• Adapt to and utilize firm systems and workflows efficiently.<br>• Build and maintain strong client relationships, gradually taking on leadership roles within the firm.
<p>We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you will provide expert guidance and legal support to clients, helping them navigate estate planning, tax matters, and probate processes. This position is ideal for an individual who is passionate about delivering exceptional service and fostering long-term client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Draft and review comprehensive estate planning documents, including wills, trusts, and powers of attorney.</p><p>• Provide legal advice to clients regarding estate tax strategies and asset protection.</p><p>• Oversee probate and estate administration processes, ensuring compliance with all relevant regulations.</p><p>• Collaborate with clients to identify their needs and develop tailored estate planning solutions.</p><p>• Conduct legal research to stay updated on changes in estate planning and tax laws.</p><p>• Represent clients in probate court proceedings and other related legal matters.</p><p>• Manage client cases from inception to resolution, ensuring timely and effective communication.</p><p>• Work closely with financial advisors and other professionals to create integrated estate plans.</p><p>• Help clients navigate complex trust and estate tax issues with precision and clarity.</p>
<p>A well-established and growing fiduciary investment advisory firm is seeking an <b>Office Manager </b>to support its Office & Operations Manager. This role is ideal for someone looking to grow into a leadership position within operations at a respected Registered Investment Advisor (RIA) firm managing over $2 billion in assets. The firm specializes in retirement planning and long-term investment strategies tailored to individual client needs.</p><p><br></p><p><strong>Position Overview:</strong></p><p>This full-time, on-site role blends finance operations, HR support, IT coordination, and administrative responsibilities. The ideal candidate is proactive, detail-oriented, and eager to contribute to a collaborative and professional office environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting & Finance:</strong></li><li>Process invoices and support accounts payable using QuickBooks.</li><li>Assist with monthly profit & loss reporting and light accounting tasks.</li><li><strong>HR & Compliance Support:</strong></li><li>Maintain employee records, process PTO requests, and assist with payroll and onboarding.</li><li>Support compliance documentation and internal processes.</li><li><strong>IT Liaison & Office Administration:</strong></li><li>Coordinate with external IT providers, manage support tickets, and assist with cybersecurity training.</li><li>Order supplies, maintain inventory, and provide occasional receptionist coverage.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) with 3% employer match.</li><li>PTO: 13 days (increases to 18 days after 3 years) + standard holidays.</li><li>Beautiful office location near Bishop Ranch in San Ramon.</li><li>Opportunity to work with a successful team of advisors and grow within a stable, 30-year-old firm.</li></ul><p><strong>Work Schedule:</strong></p><ul><li>Monday–Friday, 8:00 AM to 5:00 PM, fully onsite.</li><li>Flexibility to work from home after 6+ months based on performance and seniority.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are seeking a Paralegal to join our team. This role will primarily focus on Trusts & Estates, requiring the individual to support our attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing necessary documents, and managing client cases.<br><br>Responsibilities:<br><br>• Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency.<br>• Oversee the financial records of trusts, conduct trust accounting, and audit accounts.<br>• Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits.<br>• Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date.<br>• Administer revocable and irrevocable trust funding and administration, both pre and post death.<br>• Oversee probate administration, including the drafting of probate pleadings.<br>• Maintain close personal contact with clients and financial advisors, ensuring excellent customer service.<br>• Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance.<br>• Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same.<br>• Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times.<br>• Deliver superior service to all internal and external customers, communicating effectively and in a detail-oriented manner.<br>• Collaborate within a team, adapting to changing business demands, and producing quality final work products.
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a dedicated Staff Accountant to join our dynamic team in Honolulu, Hawaii. In this role, you will play a crucial part in managing financial activities, ensuring accuracy, and supporting the organization’s accounting operations. If you thrive in a fast-paced environment and have a strong attention to detail, we encourage you to apply by calling Melissa Tree at 808.452.0254. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Accurately record financial transactions and maintain the general ledger.</p><p>• Process accounts payable (AP) and accounts receivable (AR), including reconciling discrepancies and managing outstanding invoices.</p><p>• Prepare and post journal entries to ensure proper financial documentation.</p><p>• Assist with sales tax and corporate tax return preparation.</p><p>• Conduct regular reconciliations of account balances and financial statements.</p><p>• Collaborate with the financial consultant on assigned projects to enhance accounting processes.</p><p>• Ensure compliance with all relevant accounting standards and regulations.</p><p>• Generate reports and provide analysis to support business decision-making.</p><p>• Monitor and maintain accurate records for profit-sharing and company benefits.</p><p>• Provide support for audits and other financial reviews.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with an RIA in San Francisco to identify a <strong>Lead Advisor</strong>. This firm manages more than <strong>$30 billion in assets</strong> across 2,000+ high-net-worth families, with a mission to help clients, colleagues, and the global community <strong>live richer lives</strong>.</p><p><br></p><p><strong>Lead Advisor – Wealth Management</strong></p><p>📍 San Francisco, CA | $150k–$200k Base + Bonus + Equity</p><p><br></p><p>This is an exciting opportunity for an experienced advisor to serve as the<strong> </strong>primary point of contact for high-net-worth clients, providing comprehensive financial planning and guidance. You’ll work closely with clients and internal teams to deliver tailored wealth strategies, support sophisticated financial decisions, and help clients achieve their long-term goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as the first point of contact for client communications.</li><li>Review client portfolios and provide actionable recommendations.</li><li>Prepare comprehensive client meeting deliverables, including cash flow analysis, asset allocation, and planning strategies.</li><li>Create spreadsheet analyses for advanced financial topics, including tax loss harvesting, stock options, and wealth transfer strategies.</li><li>Collaborate with internal teams to ensure seamless client service and relationship management.</li></ul>
<p><em>The salary range for this position is $85,000-$90,000 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> </p><p>You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
<p>Our client, a successful full-service law firm, is seeking a junior Estate Planning Attorney to join their well-established law firm in Rochester, New York. This position offers the opportunity to work within a supportive and client-focused Trusts & Estates practice group. If you are passionate about estate planning and eager to build a long-term career, this role could be an excellent fit for you.</p><p><br></p><p><strong>Location:</strong> Rochester, NY </p><p><strong>Salary:</strong> $80,000 - $95,000 (depending on experience) + great benefits!</p><p><strong>Schedule: </strong>In-Office</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies</li><li>Assist in the administration of estates and trusts, including probate filings and asset transfers</li><li>Conduct client meetings to assess goals, gather information, and explain estate planning options</li><li>Research legal issues and provide guidance on estate, gift, and generation-skipping transfer tax issues</li><li>Coordinate with financial advisors, accountants, and other professionals to develop and implement estate plans</li><li>Stay current with changes in relevant state and federal laws</li></ul>
We are looking for a highly organized and detail-oriented Accounting Clerk to join our team in Washington, District of Columbia. In this role, you will provide essential administrative support to Financial Advisors, ensuring smooth operations within a dynamic Wealth Management environment. If you thrive in a fast-paced setting and enjoy working collaboratively to deliver excellent client service, this position is for you.<br><br>Responsibilities:<br>• Schedule and coordinate client meetings, ensuring all necessary materials are prepared in advance.<br>• Plan and organize company events, including logistics and communication with attendees.<br>• Proofread memos and assist in the preparation of well-crafted client reports.<br>• Maintain accurate records of client information, contracts, portfolio logs, and industry-specific forms.<br>• Manage and update calendars for appointments, meetings, and conferences using Outlook.<br>• Monitor pending business paperwork, track outstanding documents, and provide timely updates to Financial Advisors.<br>• Handle incoming calls by prioritizing responses, providing requested information, or redirecting inquiries to the appropriate team member.<br>• Foster strong client relationships through excellent customer service and proactive account maintenance.<br>• Anticipate the needs of Financial Advisors and address them effectively.
<p><strong>Jennifer Fukumae</strong> at Robert Half Finance and Accounting is partnering with an independent <strong>Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca</strong> with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families. Average client relationships range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM in just the last year—demonstrating exceptional investment performance and continued client trust.</p><p> </p><p><strong>The Role:</strong></p><p>The Client Service Associate will play a vital role in delivering a white-glove client experience, supporting advisors, and helping ensure operational excellence. This is an excellent opportunity for a high-performing CSA with RIA experience who enjoys being client-facing and thrives in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a primary point of contact for client servicing requests and inquiries</li><li>Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance</li><li>Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts</li><li>Coordinate with custodians and internal stakeholders to ensure timely resolution of client needs</li><li>Maintain accurate and up-to-date client records and documentation</li><li>Proactively identify opportunities to enhance the client experience</li><li>Assist with ad-hoc projects, including compliance tasks and process improvement initiatives</li></ul>
