<p>We are looking for an experienced Project Manager to join our client's team in Bingham Farms, MI. In this role, you will oversee all stages of digital an in-person events and market research projects, ensuring their successful execution from planning to completion. This is a Contract to permanent position, offering an exciting opportunity to grow within a dynamic marketing research environment. If you are a Project Manager with 3+ years of experience leading marketing research projects and events, apply today! </p><p><br></p><p>Responsibilities:</p><p>• Manage the end-to-end lifecycle of marketing research projects, ensuring seamless execution across planning, fieldwork, and reporting stages.</p><p>• Coordinate and collaborate with internal teams and external partners to meet project milestones and deliverables.</p><p>• Develop and maintain detailed project documentation, including proposals, timelines, cost estimates, and progress reports.</p><p>• Communicate potential challenges, risks, or uncertainties to project leadership while proposing effective solutions.</p><p>• Provide regular updates and status reports to leadership and clients as needed.</p><p>• Oversee on-site activities such as project setup, respondent recruitment tracking, and event logistics.</p><p>• Handle venue sourcing and logistics, ensuring smooth operations during project events.</p><p>• Manage shipping coordination and other administrative tasks to support project execution.</p><p>• Conduct training sessions and ensure team readiness for project delivery.</p><p>• Travel approximately once a month for on-site management, typically for about one week.</p>
<p>We are looking for a skilled HR Analyst to join our team in Hillsboro, Oregon. In this role, you will specialize in compensation management, helping to ensure fair and competitive practices across the organization. This is a long-term contract position offering an excellent opportunity to apply your expertise in market research, job description development, and compensation analysis.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analyses to maintain competitive and equitable compensation structures.</p><p>• Develop and revise job descriptions to align with organizational goals and market standards.</p><p>• Perform market research to evaluate compensation trends and recommend adjustments.</p><p>• Analyze data to identify patterns and provide actionable insights for compensation strategies.</p><p>• Ensure compliance with legal and regulatory requirements related to compensation.</p>
We are looking for a dynamic Marketing Director to lead strategic initiatives and enhance brand visibility for our organization. Based in Irwindale, California, this role requires a forward-thinking leader with expertise in digital marketing and consumer packaged goods (CPG). The ideal candidate will drive innovative campaigns and ensure alignment with overall business goals.<br><br>Responsibilities:<br>• Develop and execute comprehensive marketing strategies to support business objectives and enhance brand presence.<br>• Lead digital marketing efforts, including SEO, PPC, email campaigns, and social media strategies.<br>• Oversee the creation and implementation of marketing campaigns that resonate with target audiences and drive engagement.<br>• Conduct market analysis and utilize insights to refine strategies and optimize campaign performance.<br>• Collaborate with cross-functional teams to ensure marketing initiatives align with company goals and brand identity.<br>• Manage budget allocation for marketing activities and monitor expenses to maximize ROI.<br>• Build and maintain strong relationships with external partners, including agencies and vendors.<br>• Foster brand awareness and loyalty through innovative approaches and consistent messaging.<br>• Track and analyze key performance metrics to assess the effectiveness of marketing efforts and adjust strategies accordingly.
<p>Our Philadelphia based client is seeking a highly skilled Attorney with 3-6 years of experience. This position requires an entrepreneurial mindset and the ability to navigate complex legal issues, particularly in the education sector. The ideal candidate will excel at providing strategic legal advice, drafting corporate documents, and ensuring compliance with relevant laws and regulations.</p><p><br></p><p>If you are interested in being considered immediately, please reach out to Tiffany Novak with Robert Half in Philadelphia. </p><p><br></p><p>This role is hybrid, 3 days onsite / 2 days WFH in Philadelphia or Conshohocken. </p><p><br></p><p>Responsibilities:</p><p>• Offer expert legal counsel on intricate matters affecting education-focused clients.</p><p>• Draft and review a variety of corporate transactional documents, including formation and organization paperwork, financing agreements, and commercial contracts.</p><p>• Conduct thorough research on federal and state laws and regulations to provide actionable insights for clients and colleagues.</p><p>• Assist clients in navigating regulatory and commercial challenges, while fostering solutions that align with their long-term goals.</p><p>• Translate complex legal, financial, and educational concepts into clear, understandable information for diverse stakeholders.</p><p>• Maintain proactive, clear communication with clients, managing multiple projects and deadlines effectively.</p><p>• Collaborate closely with clients to address day-to-day challenges and support their strategic objectives.</p><p>• Ensure compliance with industry regulations and provide tailored guidance for educational institutions.</p><p>• Utilize advanced legal research tools and technology to streamline processes and enhance efficiency.</p>
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
We are looking for a skilled litigation attorney to join our Healthcare Practice Group in Philadelphia, Pennsylvania. The ideal candidate will bring expertise in handling complex medical malpractice cases and demonstrate a strong commitment to delivering exceptional client service. This role offers a dynamic team environment and opportunities to work on challenging healthcare litigation matters.<br><br>Responsibilities:<br>• Represent clients in healthcare-related litigation, including medical malpractice cases involving significant injury or loss.<br>• Draft and file motions, briefs, and other legal documents with precision and attention to detail.<br>• Conduct thorough research and analysis to support case strategies and legal arguments.<br>• Manage discovery processes, including gathering and reviewing evidence, conducting depositions, and preparing witnesses.<br>• Collaborate with colleagues in a team-oriented setting to develop effective case strategies.<br>• Participate in trial proceedings, including preparation and courtroom representation.<br>• Utilize document management systems, such as iManage, to organize and maintain case files.<br>• Maintain compliance with ethical standards while ensuring high-quality client service.<br>• Stay informed about healthcare laws and regulations to provide accurate legal advice.<br>• Build and maintain strong relationships with clients and stakeholders.
<p>We are looking for a skilled Deployment Technician to join our team in the Philadelphia, PA area. This long-term contract position offers the opportunity to provide hands on support and deploy new devices across locations in the Philly region and requires a vehicle for travel. For consideration, please apply directly.</p><p><br></p><p>Responsibilities:</p><p>• Install, repair, upgrade, and maintain hardware, software, peripherals, and scientific research equipment.</p><p>• Diagnose and resolve technical issues, answer user inquiries, and provide troubleshooting support.</p><p>• Offer guidance to users on the proper operation and usage of systems and equipment.</p><p>• Recommend procurement strategies and provide technical specifications for departmental purchases.</p><p>• Conduct regular assessments of the computing environment and propose improvements to technology and processes.</p><p>• Participate in the evaluation, testing, and implementation of technical products, systems, and software.</p><p>• Maintain accurate inventory records and update assignments and tickets in accordance with established procedures.</p>
<p>Our Philadelphia based client is seeking a skilled Commercial Real Estate Paralegal to support a broad range of legal matters. This role is ideal for candidates with proven experience in the shopping center industry and a passion for collaborative problem-solving. You will join a dynamic team where diverse opinions are valued, and teamwork is at the heart of success.</p><p><strong> </strong></p><p>This role is onsite in Philadelphia, 5 days per week. Must be local the Philadelphia area!</p><p> </p><p>Key Responsibilities</p><ul><li>Manage legal workflows independently, ensuring timely completion of tasks.</li><li>Draft and negotiate lease amendments and related documents to facilitate modifications or extensions.</li><li>Prepare, review, and negotiate various agreements including licenses, terminations, and assignments.</li><li>Conduct research and analyze property documents (such as tenant leases and reciprocal easement agreements); prepare concise memoranda to assess compliance and potential violations.</li><li>Maintain and update systems tracking lease restrictions and exclusives to support both the legal team and cross-functional stakeholders.</li><li>Support attorneys with coordination and documentation when working with outside counsel; ensure tracking programs remain accurate and current.</li><li>Handle additional legal tasks and projects as assigned.</li></ul><p><br></p>
<p>We are looking for a skilled Deployment Technician to join our team in the Philadelphia, PA area. This long-term contract position offers the opportunity to provide hands on support and deploy new devices across locations in the Philly region and requires a vehicle for travel. For consideration, please apply directly.</p><p><br></p><p>Responsibilities:</p><p>• Install, repair, upgrade, and maintain hardware, software, peripherals, and scientific research equipment.</p><p>• Diagnose and resolve technical issues, answer user inquiries, and provide troubleshooting support.</p><p>• Offer guidance to users on the proper operation and usage of systems and equipment.</p><p>• Recommend procurement strategies and provide technical specifications for departmental purchases.</p><p>• Conduct regular assessments of the computing environment and propose improvements to technology and processes.</p><p>• Participate in the evaluation, testing, and implementation of technical products, systems, and software.</p><p>• Maintain accurate inventory records and update assignments and tickets in accordance with established procedures.</p>
We are looking for an experienced Senior Product Manager to lead the development and lifecycle management of innovative hardware and software solutions. In this role, you will be responsible for defining the strategic vision for critical product lines while coordinating cross-functional teams to ensure successful execution. If you're passionate about creating market-leading products and thrive in a dynamic environment, we want to hear from you.<br><br>Responsibilities:<br>• Conduct in-depth market research to identify industry trends, competitive landscapes, and emerging technologies.<br>• Collaborate with sales, marketing, and business development to uncover customer needs and whitespace opportunities.<br>• Develop and maintain a clear product vision and roadmap aligned with organizational goals and market demands.<br>• Lead all phases of the product lifecycle, including concept development, design, testing, launch, and growth.<br>• Define and prioritize product requirements, ensuring alignment with customer value and technical feasibility.<br>• Coordinate cross-functional teams, including engineering, design, operations, and supply chain, to deliver high-quality products.<br>• Manage project budgets, schedules, and scope to ensure on-time delivery within cost targets.<br>• Oversee compliance, certification, and quality assurance processes for hardware and software products.<br>• Create go-to-market strategies and collaborate with commercialization teams to drive product adoption.<br>• Monitor product performance post-launch, leveraging customer feedback and data to identify opportunities for improvement.
<p>We are looking for a dynamic Client Solutions Manager to join our detail-oriented services team in Miami, Florida. In this role, you will be responsible for overseeing product development cycles, ensuring alignment with client needs, and driving strategic initiatives to enhance product performance. This is an exciting opportunity to collaborate with cross-functional teams and make a meaningful impact in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.</p><p>• Collaborate with stakeholders to gather and prioritize product features and enhancements.</p><p>• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.</p><p>• Analyze market trends and competitor activities to inform product strategies.</p><p>• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.</p><p>• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.</p><p>• Work closely with sales and marketing teams to support product launches and promotional efforts.</p><p>• Identify opportunities for innovation and propose new product ideas to meet market demands.</p><p>• Ensure compliance with industry standards and best practices in product development and management Client </p>
We are looking for a dedicated Product Manager to join our team in Philadelphia, Pennsylvania. This is a Long-term Contract position offering the opportunity to drive product development from concept to delivery while working closely with cross-functional teams. The ideal candidate will have a keen ability to understand customer behavior and translate those insights into actionable product requirements.<br><br>Responsibilities:<br>• Define and document product requirements based on customer insights and organizational goals.<br>• Collaborate with cross-functional teams to ensure seamless product development and delivery.<br>• Analyze existing workflows and processes to identify areas for improvement and innovation.<br>• Conduct research to understand customer behavior, needs, and preferences.<br>• Translate technical considerations into clear, actionable plans for product development.<br>• Communicate effectively with stakeholders to ensure alignment on product objectives.<br>• Monitor product performance post-launch and recommend enhancements as needed.<br>• Maintain a focus on customer service to ensure product solutions meet end-user expectations.<br>• Develop strategies to address challenges and optimize product outcomes.<br>• Ensure timely delivery of projects while maintaining high-quality standards.
<p>Robert Half is looking for a detail-oriented Tax Accountant to join our team in the Philadelphia area. This Tax Accountant role involves managing a variety of tax-related tasks, ensuring compliance with federal, state, and local regulations, and assisting with tax planning and research initiatives. The ideal candidate will have strong analytical skills, excellent communication abilities, and a solid background in corporate tax preparation.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare federal, state, and local income tax filings for a variety of entities, including partnerships, S corporations, individuals, and trusts.</li><li>Leverage tax preparation software, preferably ProSystem fx Tax or Axcess Tax, to enhance workflow efficiency.</li><li>Engage proactively with senior staff by compiling inquiries and supporting clear, effective communication.</li><li>Assist management in performing preliminary tax research and formulating basic tax planning strategies.</li><li>Maintain accuracy and compliance throughout all tax reporting and filing functions.</li><li>Stay current on relevant tax laws and regulations to deliver well-informed guidance.</li></ul>
<p>Robert Half has a client seeking a Marketing Specialist with 5 years of experience and pharmaceutical industry experience (required). This is a direct-hire position that requires going onsite in Glen Rock, PA 5x a week. This role has a heavy focus on brand strategy, digital transformation, and lead generation. </p><p><br></p><p>Responsibilities:</p><p>• Design and execute branding and communication strategies to align with business objectives and target market goals.</p><p>• Manage the annual marketing budget to optimize spending on high-impact campaigns and initiatives.</p><p>• Collaborate with external partners to ensure the successful delivery of marketing programs.</p><p>• Create and implement strategies to enhance brand visibility and generate leads through digital campaigns, events, and social media.</p><p>• Work closely with the sales team to convert marketing leads into new business opportunities.</p><p>• Develop and execute global go-to-market plans for new product launches, including messaging and campaign management.</p><p>• Optimize the company’s website for user experience, content relevance, and SEO performance.</p><p>• Utilize analytics tools to measure campaign effectiveness and refine strategies for improved engagement.</p><p>• Conduct market research to identify trends, competitive strategies, and growth opportunities.</p><p>• Represent the company at trade shows, webinars, and industry events, ensuring consistent branding and lead generation.</p>
We are looking for a motivated Product Manager to join our team in Philadelphia, Pennsylvania. In this long-term contract position, you will play a key role in shaping product strategies and driving their successful execution from concept to delivery. This role requires close collaboration with cross-functional teams and a strong focus on understanding customer needs to deliver impactful solutions.<br><br>Responsibilities:<br>• Define and document product requirements that align with customer needs and business objectives.<br>• Collaborate with cross-functional teams to ensure smooth product development and delivery.<br>• Analyze existing processes and identify opportunities for improvement to enhance customer experience.<br>• Conduct research to understand customer behaviors and translate findings into actionable product strategies.<br>• Manage the product lifecycle, from initial concept through launch and post-launch support.<br>• Dive into technical aspects of the product when necessary to provide clarity and direction.<br>• Work closely with stakeholders to ensure alignment on product vision and goals.<br>• Monitor product performance and gather feedback to drive continuous improvement.<br>• Develop innovative approaches to address customer challenges and improve satisfaction.
<p>Robert Half is teaming with a local real-estate company to find a Property Manager to oversee the operations and management of a residential property in West Des Moines, Iowa. This Contract-to-Permanent position requires a proactive leader who can ensure tenant satisfaction, maintain property standards, and adhere to financial and legal requirements. The ideal candidate will be experienced in property management, skilled in communication, and capable of driving operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Address tenant concerns promptly and resolve complaints to ensure high levels of satisfaction and retention.</p><p>• Create and distribute resident communications, such as newsletters, surveys, and lease violation notices, to foster transparency and engagement.</p><p>• Conduct regular inspections to evaluate the property's appearance and curb appeal, ensuring maintenance and quality standards are upheld.</p><p>• Manage financial operations, including rent collection, budget adherence, and purchase order approvals, while ensuring compliance with company policies.</p><p>• Implement and oversee marketing strategies to meet occupancy goals, including market research and development of promotional programs.</p><p>• Supervise Tax Credit file management and reporting processes, ensuring accuracy and compliance with regulations.</p><p><br></p><p>If you are looking to continue on in your property management career, this may be the job for you! Please apply through our Robert Half website or call 515.706.4974!</p>
<p>We are looking for a dedicated Office Assistant to join our team in the New Brunswick area. This is a contract to permanent opportunity within the food and food processing industry, offering a pathway to long-term employment with competitive benefits and growth potential. The ideal candidate will play a key role in supporting our sales team and ensuring seamless operations in a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to sales representatives and managers to enhance their productivity.</p><p>• Process customer orders with accuracy and ensure prompt delivery.</p><p>• Collaborate with sales executives to create and implement effective sales strategies.</p><p>• Address and resolve customer inquiries and issues in a timely and detail-focused manner.</p><p>• Prepare essential sales documents, including contracts, proposals, and quotes.</p><p>• Coordinate with the marketing team to develop impactful sales materials and campaigns.</p><p>• Assist in organizing and managing sales events, such as tradeshows and promotional activities.</p><p>• Conduct market research to identify opportunities and trends that support sales objectives.</p><p>• Manage customer accounts in the system and ensure accurate record-keeping.</p><p>• Process customer sample requests and provide basic quality documents or certifications when needed.</p>
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for a motivated and strategic Account Sales expert with a keen eye for detail to drive growth through distributor and regional partner networks. This role is pivotal in shaping our global distribution strategy, expanding B2B exports, and fortifying partnerships across key markets. The ideal candidate will bring expertise in sales leadership and a strong understanding of the beauty industry.<br><br>Responsibilities:<br>• Build and nurture long-term relationships with distributors to ensure mutual growth and success.<br>• Develop and execute sales strategies tailored to distributor needs and market conditions.<br>• Expand the partner network by identifying, onboarding, and training new distributors.<br>• Lead negotiations with partners to foster trust, enhance collaboration, and drive sales conversions.<br>• Act as the primary liaison between distributors and internal teams to streamline deal execution.<br>• Conduct market research to identify potential distributors and strengthen the company’s presence in target regions.<br>• Provide ongoing support to partners, including product training and promotional guidance.<br>• Collaborate with the product team to align distributor feedback with product development.<br>• Monitor distributor performance and implement strategies to optimize sales outcomes.
<p>We are looking for a skilled Deployment Technician to join our team in the Philadelphia, PA area. This long-term contract position offers the opportunity to provide hands on support and deploy new devices across locations in the Philly region and requires a vehicle for travel. For consideration, please apply directly.</p><p><br></p><p>Responsibilities:</p><p>• Install, repair, upgrade, and maintain hardware, software, peripherals, and scientific research equipment.</p><p>• Diagnose and resolve technical issues, answer user inquiries, and provide troubleshooting support.</p><p>• Offer guidance to users on the proper operation and usage of systems and equipment.</p><p>• Recommend procurement strategies and provide technical specifications for departmental purchases.</p><p>• Conduct regular assessments of the computing environment and propose improvements to technology and processes.</p><p>• Participate in the evaluation, testing, and implementation of technical products, systems, and software.</p><p>• Maintain accurate inventory records and update assignments and tickets in accordance with established procedures.</p>
<p>We are looking for a skilled Deployment Technician to join our team in the Philadelphia, PA area. This long-term contract position offers the opportunity to provide hands on support and deploy new devices across locations in the Philly region and requires a vehicle for travel. For consideration, please apply directly.</p><p><br></p><p>Responsibilities:</p><p>• Install, repair, upgrade, and maintain hardware, software, peripherals, and scientific research equipment.</p><p>• Diagnose and resolve technical issues, answer user inquiries, and provide troubleshooting support.</p><p>• Offer guidance to users on the proper operation and usage of systems and equipment.</p><p>• Recommend procurement strategies and provide technical specifications for departmental purchases.</p><p>• Conduct regular assessments of the computing environment and propose improvements to technology and processes.</p><p>• Participate in the evaluation, testing, and implementation of technical products, systems, and software.</p><p>• Maintain accurate inventory records and update assignments and tickets in accordance with established procedures.</p>
<p>We are looking for a skilled Deployment Technician to join our team in the Philadelphia, PA area. This long-term contract position offers the opportunity to provide hands on support and deploy new devices across locations in the Philly region and requires a vehicle for travel. For consideration, please apply directly.</p><p><br></p><p>Responsibilities:</p><p>• Install, repair, upgrade, and maintain hardware, software, peripherals, and scientific research equipment.</p><p>• Diagnose and resolve technical issues, answer user inquiries, and provide troubleshooting support.</p><p>• Offer guidance to users on the proper operation and usage of systems and equipment.</p><p>• Recommend procurement strategies and provide technical specifications for departmental purchases.</p><p>• Conduct regular assessments of the computing environment and propose improvements to technology and processes.</p><p>• Participate in the evaluation, testing, and implementation of technical products, systems, and software.</p><p>• Maintain accurate inventory records and update assignments and tickets in accordance with established procedures.</p><p><br></p>
<p>We are looking for a skilled Deployment Technician to join our team in the Philadelphia, PA area. This long-term contract position offers the opportunity to provide hands on support and deploy new devices across locations in the Philly region and requires a vehicle for travel. For consideration, please apply directly.</p><p><br></p><p>Responsibilities:</p><p>• Install, repair, upgrade, and maintain hardware, software, peripherals, and scientific research equipment.</p><p>• Diagnose and resolve technical issues, answer user inquiries, and provide troubleshooting support.</p><p>• Offer guidance to users on the proper operation and usage of systems and equipment.</p><p>• Recommend procurement strategies and provide technical specifications for departmental purchases.</p><p>• Conduct regular assessments of the computing environment and propose improvements to technology and processes.</p><p>• Participate in the evaluation, testing, and implementation of technical products, systems, and software.</p><p>• Maintain accurate inventory records and update assignments and tickets in accordance with established procedures.</p>
<p><strong>Overview:</strong></p><p>The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>
