<p>We are looking for a detail-oriented Marketing Analyst for a Milwaukee, WI area organization. In this role, you will analyze market trends, manage data insights, and support strategic decision-making to drive business growth. This is an exciting opportunity for someone passionate about data and marketing to make a significant impact.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth market research to identify trends, opportunities, and challenges.</p><p>• Analyze marketing data using tools such as Microsoft Excel to support strategic initiatives.</p><p>• Utilize data mining techniques to uncover actionable insights and improve campaign performance.</p><p>• Collaborate with cross-functional teams to develop data-driven strategies.</p><p>• Prepare detailed reports and presentations based on analysis findings.</p><p>• Monitor competitor activities and market conditions to inform business strategies.</p><p>• Optimize current marketing processes by identifying inefficiencies and recommending improvements.</p><p>• Support the development of forecasting models to predict market behavior.</p><p>• Assist in the evaluation of marketing campaigns to measure their effectiveness and ROI.</p>
<p>Our team is seeking a proactive Marketing Assistant to support both sales and marketing initiatives and drive business growth. This contract-to-permanent opportunity offers exposure to a range of functions, including relationship building, market research, and collaborative project execution.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a liaison between inside sales representatives and external marketing firms to enhance collaboration and customer engagement.</li><li>Conduct market research to identify potential clients and key decision-makers.</li><li>Track and manage sales and marketing activities using CRM tools to ensure accurate data reporting and progress monitoring.</li><li>Provide insights and feedback to marketing teams to help shape lead generation strategies.</li><li>Coordinate meetings and networking events to support relationship-building efforts.</li><li>Assist in the creation and execution of email campaigns, direct marketing initiatives, and social media strategies.</li><li>Organize and manage administrative tasks, such as inbox management and scheduling.</li><li>Collaborate with sales leadership to align marketing strategies with business development goals.</li><li>Monitor and evaluate the effectiveness of marketing activities and recommend adjustments to ensure optimal results.</li><li>Support event planning and execution to enhance brand visibility and customer engagement.</li></ul>
We are looking for an experienced Business Analyst to join our team in Tempe, Arizona. In this long-term contract position, you will play a crucial role in analyzing financial data, conducting research, and developing actionable insights to support decision-making processes. This opportunity is ideal for professionals who excel at problem-solving and thrive in dynamic environments.<br><br>Responsibilities:<br>• Collect and analyze complex financial data to identify trends and provide actionable insights.<br>• Develop and implement financial models to support forecasting and strategic planning.<br>• Conduct market research and assessments to inform business strategies and decisions.<br>• Prepare detailed reports and presentations to communicate findings and recommendations effectively.<br>• Collaborate with cross-functional teams to ensure deliverables align with organizational goals.<br>• Monitor and evaluate key performance indicators to track progress and identify areas for improvement.<br>• Provide support for various research activities to enhance data-driven decision-making.<br>• Ensure accuracy and consistency in all data collection and reporting processes.<br>• Actively contribute to the development of innovative solutions to address business challenges.
<p>We are looking for a dedicated Sales Administrator to join our dynamic Brokerage Operations team in Indianapolis, Indiana. In this long-term contract position, you will play a vital role in supporting commercial real estate brokerage professionals through a variety of administrative, financial, and operational tasks. This position offers a fast-paced, collaborative environment with opportunities to work closely with brokers, marketing, research, and finance teams, providing exposure to all aspects of the business.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Conduct market research and compile data to create deliverables such as market surveys, tour books, and competitive analysis reports.</p><p>• Prepare transaction-related documents, including proposals, letters of intent, leasing status reports, and correspondence with clients and prospects.</p><p>• Design and refine presentations, pitches, and other client-facing materials to support meetings and business development efforts.</p><p>• Organize and oversee events, meetings, and functions, including client events, open houses, and industry gatherings.</p><p>• Collaborate with internal departments such as research, marketing, and finance to address client requests and project needs.</p><p>• Manage and track broker expense reports in compliance with company policies and coordinate submissions using relevant systems.</p><p>• Arrange travel logistics and schedules for brokers and executives as needed.</p><p>• Handle multiple projects simultaneously, ensuring timely follow-through and prioritizing tasks effectively.</p><p>• Provide general administrative support, including scheduling meetings, preparing documents, maintaining office equipment, and covering front desk duties.</p><p>• Execute additional administrative duties as assigned to support the overall success of the team.</p>
<p>Robert Half is looking for a Revenue Manager to take charge of strategic pricing initiatives that drive rental income and maximize property performance. This Revenue Manager role requires an individual with strong attention to detail who can analyze market trends, forecast revenue, and implement competitive pricing strategies. As a key collaborator across departments, the Revenue Manager ensures alignment between Asset Management, Operations, and Property Management to achieve business objectives.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and modify pricing strategies based on current market conditions and trends using specialized revenue tools.</li><li>Analyze competitive rent data and economic indicators to optimize pricing decisions.</li><li>Evaluate performance metrics to determine the effectiveness of pricing actions and project future outcomes.</li><li>Facilitate weekly regional pricing calls to review and adjust strategies.</li><li>Organize monthly renewal discussions, including setting pricing parameters and evaluating upcoming offers.</li><li>Conduct quarterly competitive reviews to refine positioning and ensure weights within pricing systems are accurate.</li><li>Serve as the primary point of coordination between Asset Management, Operations, and Property Management to ensure unified pricing execution.</li><li>Educate teams on pricing tools, strategies, and implementation methods.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst to join our Financial Planning and Analysis team in Mechanicsburg, Pennsylvania. This role focuses on driving the financial success of hospitals nationwide by providing insightful reporting and analytics to support decision-making for operational leaders and Directors of Finance. The ideal candidate will demonstrate strong analytical skills and business acumen to manage key financial processes and contribute to organizational growth.<br><br>Responsibilities:<br>• Prepare financial forecasts and detailed reports to assist operational leaders in strategic decision-making.<br>• Analyze large datasets to conduct research, model scenarios, and improve overall performance metrics.<br>• Play a key role in developing annual budgets and preparing comprehensive inpatient budget presentations.<br>• Collaborate with Directors of Finance and Business Development to create pro forma analyses for acquisitions, start-ups, and relocations.<br>• Evaluate consolidated financial statements to identify trends and provide actionable insights.<br>• Perform market analysis and calculate contract rates, considering the impact of regulatory changes on hospital operations.<br>• Support operational leadership by completing complex ad hoc projects tailored to specific needs.
We are looking for an experienced Product Manager to oversee the development and lifecycle management of innovative products that align with customer needs and business goals. In this long-term contract position, you will play a pivotal role in defining product strategies, gathering requirements, and collaborating with cross-functional teams to deliver impactful solutions. This role is based in Collierville, Tennessee.<br><br>Responsibilities:<br>• Develop and maintain a clear product vision, strategy, and roadmap informed by market trends and customer insights.<br>• Work closely with engineering, design, marketing, and sales teams to deliver high-quality products that meet business objectives.<br>• Collect and prioritize customer and product requirements to guide development and ensure alignment with goals.<br>• Analyze product performance and user feedback to identify opportunities for improvement and innovation.<br>• Conduct thorough competitive analysis and market research to stay ahead in the industry.<br>• Create and maintain comprehensive product documentation, including specifications, use cases, and release notes.<br>• Lead product launches and coordinate go-to-market strategies to maximize impact.<br>• Ensure all products adhere to regulatory standards and organizational policies.<br>• Facilitate cross-functional collaboration to ensure seamless execution of projects and initiatives.<br>• Monitor and report on product KPIs to measure success and inform future strategies.
We are looking for a skilled Business Analyst to join our team in Philadelphia, Pennsylvania, within the Financial Services industry. This role requires a dynamic individual capable of bridging the gap between business stakeholders and technical teams, ensuring the successful delivery of technology solutions. The ideal candidate will excel in gathering and refining requirements, managing priorities, and facilitating collaboration across diverse departments.<br><br>Responsibilities:<br>• Serve as the primary liaison between business teams and developers to gather, document, and refine user requirements and user stories.<br>• Collaborate with multiple departments to ensure all project objectives are aligned and understood by all stakeholders.<br>• Facilitate Agile ceremonies, including backlog refinement, sprint planning, and retrospectives, to maintain project momentum.<br>• Conduct research and evaluate potential solutions in partnership with technical and business teams.<br>• Investigate and resolve system issues, performing root-cause analysis and documenting actionable solutions.<br>• Monitor project progress, provide updates to stakeholders, and ensure deliverables meet deadlines and quality standards.<br>• Assist in troubleshooting challenges and work with the team to identify areas for process improvement.<br>• Support backlog management and prioritization to ensure the development team focuses on high-value tasks.<br>• Perform additional tasks as assigned by management to support team and organizational goals.
<p><strong>Role Summary</strong></p><p>We are seeking a detail-oriented and analytical professional to join our team as a <strong>Media Planning & Performance Analyst</strong>. This role is critical in driving partner success through media planning, performance tracking, and cross-functional coordination. The ideal candidate will be highly skilled in Microsoft Excel, dashboard management, and communication, serving as a liaison between Sales, Marketing, and Operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute media plans to support partner growth initiatives</li><li>Manage and maintain media planning templates, ensuring accuracy and functionality of automations</li><li>Update dashboards and media plans in Excel</li><li>Conduct ad hoc analysis to identify trends, optimize campaigns, and support decision-making</li><li>Perform post-campaign reporting, including case study reviews and forecasting for future campaigns</li><li>Act as a liaison between Sales, Marketing, Operations, and Research & Insights teams</li><li>Prepare and present performance reports to internal stakeholders</li><li>Collaborate with cross-functional teams to improve processes and enhance partner experience</li><li>Manage and maintain core insights and data repository that anchor brand narrative</li><li>Partner across Marketing teams on packaging insights for social initiatives, events, and thought-leadership content</li></ul>
<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>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>
<p><strong>Job Description: Financial Analyst</strong></p><p>The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing strategic insights to help the organization make informed business decisions. This role involves evaluating financial performance, identifying trends, forecasting future earnings, and contributing to the planning and budgeting process. The Financial Analyst collaborates with cross-functional teams and provides recommendations to improve financial outcomes and support long-term company goals.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare and present accurate financial reports, dashboards, and summaries to management.</li><li><strong>Data Analysis</strong>: Analyze financial data, including revenue, expenses, and profitability, to identify trends and opportunities for improvement.</li><li><strong>Forecasting</strong>: Develop financial models to forecast future performance and help the organization plan strategically.</li><li><strong>Budgeting</strong>: Assist in the preparation and monitoring of annual budgets, ensuring alignment with organizational objectives.</li><li><strong>Variance Analysis</strong>: Perform variance analysis to compare actual results to budgets and forecasts and provide explanations for discrepancies.</li><li><strong>Market Research</strong>: Conduct industry and market research to benchmark financial performance and identify competitive opportunities.</li><li><strong>Business Support</strong>: Collaborate with departments to provide financial insights that inform key business decisions.</li><li><strong>Compliance</strong>: Ensure compliance with financial regulations, standards, and internal policies related to reporting and analysis.</li><li><strong>Risk Assessment</strong>: Evaluate potential financial risks and propose strategies to mitigate them.</li><li><strong>Continuous Improvement</strong>: Identify and implement process improvements to increase efficiency in financial analysis and reporting.</li></ol><p><br></p>
We are looking for a skilled Communication Specialist to join our team in Juno Beach, Florida. In this long-term contract role, you will play a pivotal part in developing and executing communication strategies that align with business objectives. Your expertise in crafting compelling messages and utilizing analytics will be essential in delivering impactful campaigns and fostering effective collaboration with clients and stakeholders.<br><br>Responsibilities:<br>• Develop and implement comprehensive communication plans to support organizational goals and initiatives.<br>• Create and refine content for various channels to ensure alignment with brand voice and audience engagement.<br>• Coordinate project timelines, deliverables, and approvals to maintain seamless campaign execution.<br>• Collaborate with internal teams and external vendors to ensure consistent and high-quality branding.<br>• Monitor and analyze campaign performance metrics to identify opportunities for improvement and optimize results.<br>• Utilize AI and automation tools to enhance content creation, streamline processes, and improve efficiency.<br>• Conduct market research and analytics to inform communication strategies and key messaging.<br>• Maintain strong relationships with clients and colleagues, ensuring open and effective communication.<br>• Execute tasks with precision and organization, adhering to established processes and deadlines.<br>• Provide support for other marketing and communication functions as required.
<p>Robert Half has a client seeking an Email Marketer to cover a maternity leave. This is a remote assignment up to 30 hours per week starting mid-January and lasting through the end of April.</p><p> </p><p>Responsibilities include:</p><p>• Design and build email campaigns with provided content</p><p>• Build lists using a variety of segmentation data points</p><p>• Route and proof emails gathering feedback and making the necessary edits</p><p>• Testing, scheduling, deploying of emails </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>
We are looking for a skilled Attorney with a strong background in litigation to join our team in Philadelphia, Pennsylvania. This Contract-to-Permanent position offers the opportunity to work on diverse and complex legal cases, including commercial litigation, constitutional matters, and public interest issues. The role provides mentorship from knowledgeable professionals and requires working in the office four days per week.<br><br>Responsibilities:<br>• Represent clients in various litigation cases, including commercial disputes and constitutional matters.<br>• Conduct thorough legal research and draft well-structured motions and briefs.<br>• Manage discovery processes, including document review and preparation.<br>• Collaborate with experienced attorneys to develop case strategies and ensure successful outcomes.<br>• Advocate for clients in court proceedings, presenting arguments and evidence effectively.<br>• Maintain consistent communication with clients, providing updates and addressing legal concerns.<br>• Analyze legal issues related to shareholder disputes and other corporate litigation matters.<br>• Handle large-scale plaintiff personal injury cases with attention to detail and professionalism.<br>• Stay informed about relevant legal developments to enhance case handling and outcomes.<br>• Work collaboratively within a team-oriented environment to share insights and expertise.
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.
We are looking for a dedicated and detail-oriented Senior Marketing Coordinator to join our team in East Elmhurst, New York. In this role, you will take the lead in developing high-quality proposals, qualifications, and award submissions while collaborating closely with internal teams. The ideal candidate will bring expertise in creating compelling content and strategic materials that align with organizational goals.<br><br>Responsibilities:<br>• Lead the creation and management of proposals, qualifications, and award submissions to ensure timely and accurate delivery.<br>• Conduct interviews with team members to craft customized and targeted content for marketing materials.<br>• Facilitate strategy sessions to drive a focused and effective pursuit process.<br>• Develop external and internal materials that emphasize key features, benefits, and audience-specific messaging.<br>• Build and maintain strong relationships with internal stakeholders to address day-to-day challenges and ensure smooth collaboration.<br>• Perform in-depth research to support local strategic plans and business pursuits.<br>• Collaborate with cross-functional teams to ensure consistency and alignment in all marketing efforts.
<p>We at Robert Half are looking to add to our pool of eCommerce Marketplace Managers to lead marketplace growth and optimize product listings across multiple platforms. You'll be responsible for managing product listings, improving marketplace visibility, and driving revenue across key online channels. We are industry professionals that specialize in recruiting for top talent all over North America. Our dedicated Marketing and Creative team is here to put your needs first and passionately represent you!</p><p> </p><p> </p><p><strong>Location:</strong> Nashville, TN (open to hybrid or onsite)</p><p><strong>W2 Pay:</strong> $35-$55/hr</p><ul><li>We are looking for someone who is open to PT or FT, Contract, Contract to Hire, or Permanent Placements</li></ul>
We are looking for a detail-oriented Real Estate Associate to join our team in Philadelphia, Pennsylvania. This is a long-term contract position for professionals who excel in customer service and administrative management, particularly in facilities and property operations. The ideal candidate will have strong organizational skills and a proactive attitude to ensure tenant satisfaction and smooth office functionality.<br><br>Responsibilities:<br>• Manage tenant inquiries and complaints by providing prompt responses and tracking resolutions.<br>• Create and update work orders to address facility maintenance issues efficiently.<br>• Coordinate with vendors and contractors to verify Certificates of Insurance and ensure compliance.<br>• Monitor and follow up on the progress of repair and maintenance tasks to ensure timely completion.<br>• Maintain accurate records and correspondence related to tenant and property management activities.<br>• Utilize Microsoft Excel, Word, and Outlook for tracking, reporting, and communication purposes.<br>• Assist with accounts payable and receivable processes, including invoice management.<br>• Support budget management and perform ad-hoc financial tasks as needed.<br>• Ensure adherence to company policies and principles in all administrative operations.<br>• Conduct research and analysis to provide insights for improving property management practices.
We are looking for a dynamic Director of Product Management to lead the development and execution of innovative product strategies for our B2B SaaS platform. This leadership role requires a strategic thinker with hands-on experience in product lifecycle management and the ability to collaborate across departments to drive impactful solutions. Based in San Antonio, Texas, this position offers an opportunity to shape the future of our offerings while ensuring alignment with company goals and customer needs.<br><br>Responsibilities:<br>• Define and manage product roadmaps in collaboration with executive leadership to align with corporate goals.<br>• Conduct market research and competitive analysis to identify opportunities and address gaps.<br>• Lead cross-functional teams to execute product strategies and deliver high-quality solutions.<br>• Create detailed product specifications, including features, epics, and technical user stories, for development teams.<br>• Drive integration of third-party services and build strategic partner networks.<br>• Utilize data and analytics to inform product decisions and optimize performance.<br>• Develop technical documentation to support stakeholders and ensure clarity in product delivery.<br>• Engage with users to gather insights, address pain points, and refine product designs.<br>• Oversee sprint planning and manage iterative product development cycles.<br>• Collaborate with marketing and customer success teams to articulate feature benefits and execute go-to-market strategies.
<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 seeking a proactive and creative individual to join our team as a <strong>Content Communications Specialist</strong>. This role involves managing projects from concept through completion, ensuring delivery on time, within budget, and aligned with performance metrics. The position requires strategic communication planning, content development, and visual design to support organizational objectives. The ideal candidate is a skilled communicator with strong initiative, attention to detail, and the ability to work independently in a fast-paced environment.</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>
<p>We are looking for an experienced Billing Clerk to join our team located in the Greater Philadelphia Region. As a Billing Clerk, you will be responsible for accounts receivable, general ledger entries, reconciliations, and collections processes. This role is a contract position that offers an opportunity to contribute to a dynamic and detail-oriented environment.</p><p><br></p><p>What you get to do every single day:</p><p>• Prepare itemized statements</p><p>• Monitor WIP (work in progress)</p><p>• Enter New Matter Sheets in billing system</p><p>• Compile and process bills to clients every month.</p><p>• Review and edit pre-bills in response to attorney, paralegal and secretary requests.</p><p>• Process write-offs following company policy.</p><p>• Review and verify accuracy of billing and supporting documentation as required.</p><p>• Research and respond to inquiries regarding billing issues and problems.</p><p>• Create billing schedules and various other billing analyses as required.</p><p><br></p><p><br></p>
