<p>We are looking for a detail-oriented Accounts Payable Specialist to join our client's team in Beaverton, Oregon. As a key member of the finance department, you will handle high-volume invoice processing, vendor relations, and full-cycle accounts payable operations. This is a long-term contract position offering the opportunity to contribute to and grow within a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Process a large volume of invoices weekly, ensuring accuracy and timely payments across multiple entities.</p><p>• Manage vendor relationships, including setting up new vendors and addressing inquiries.</p><p>• Perform full-cycle accounts payable tasks, including general ledger postings and payment processing.</p><p>• Execute weekly payment runs through various methods such as wires, foreign exchange, credit cards, and checks.</p><p>• Handle 1099 preparation and compliance requirements effectively.</p><p>• Perform currency exchange transactions as part of payment processing.</p><p>• Collaborate with team members on job sharing and cross-training initiatives.</p><p>• Utilize internal invoicing systems to manage invoice queues and maintain accurate records.</p><p>• Support system upgrades and transitions, including software conversions when necessary.</p><p>• Ensure adherence to company policies and procedures in all accounts payable activities.</p>
<p>We are looking for a highly organized and resourceful Human Resources Specialist to join our client's team in Houston, Texas. This role requires a detail-oriented individual capable of managing recruitment, payroll processing, employee relations, and compliance tracking with precision and efficiency. You will play a key part in fostering a positive workplace environment while ensuring adherence to HR policies and procedures.</p><p><br></p><p>Responsibilities:</p><p>• Manage recruitment processes including sourcing candidates, conducting initial screenings, coordinating interviews, and supporting hiring decisions.</p><p>• Utilize job boards, social media platforms, referrals, and other networking tools to identify and attract top talent.</p><p>• Oversee onboarding and offboarding procedures to ensure smooth transitions for employees.</p><p>• Coordinate background checks, drug screenings, and maintain accurate personnel records.</p><p>• Process payroll efficiently and ensure accuracy using ADP systems.</p><p>• Facilitate open enrollment for employee benefits and provide guidance throughout the process.</p><p>• Address employee relations matters by resolving conflicts and handling disciplinary actions effectively.</p><p>• Monitor compliance with HR policies and prepare necessary reports to maintain regulatory standards.</p><p>• Support the implementation and management of HRIS systems to streamline administrative tasks.</p>
We are looking for an AP/AR Specialist to join our dynamic team in Denver, Colorado. In this role, you will play a key part in managing accounts payable, accounts receivable, and collections, while contributing to the overall efficiency of our real estate operations. This position offers the opportunity to work in a collaborative environment where your skills and expertise can make a meaningful impact.<br><br>Responsibilities:<br>• Process accounts payable and accounts receivable transactions with accuracy and timeliness.<br>• Manage tenant payments, including remote deposits for multiple accounts.<br>• Handle lease administration tasks, ensuring compliance and proper documentation.<br>• Update and maintain vendor profiles to ensure accurate recordkeeping.<br>• Distribute and process daily correspondence related to financial operations.<br>• Monitor and respond to after-hours calls regarding financial inquiries.<br>• Process invoices and payments across multiple entities within the organization.<br>• Utilize property accounting software, such as Skyline or Yardi, to streamline financial processes.<br>• Collaborate with the Accounting Manager to ensure seamless financial workflows and reporting.<br>• Support collections efforts by addressing outstanding balances and communicating with tenants.
<p>We are looking for a dedicated Commercial Portfolio Specialist to join our team in Whitehouse Station, New Jersey. This role involves managing a portfolio of commercial clients, assessing credit risk, and ensuring smooth lending operations. The ideal candidate will bring expertise in financial analysis and a proactive approach to client relationship management.</p><p><br></p><p>HYBRID SCHEDULE + Excellent benefits (Medical, Dental, 401k w match). Apply today! </p><p><br></p><p>Responsibilities:</p><p>• Conduct annual risk assessments for commercial clients, managing approximately five reviews per month.</p><p>• Evaluate financial documents such as sales receipts and tax returns to analyze credit risk and ensure compliance.</p><p>• Perform credit reviews and underwriting tasks to support lending decisions.</p><p>• Travel as needed to conduct site reviews and build strong client relationships.</p><p>• Collaborate with other departments to address loan modifications requested by clients.</p><p>• Manage a portfolio of clients while maintaining high-quality service and operational efficiency.</p><p>• Support the implementation of loan changes and ensure all adjustments align with organizational policies.</p>
<p><strong>Job Title:</strong> SEC Reporting & ESG Accounting Specialist (Remote)</p><p><strong>Location:</strong> Remote – Candidates must reside in Central or Eastern Time Zones</p><p><strong>Overview:</strong></p><p> Our client, a growing publicly traded company, is seeking an experienced <strong>SEC Reporting & ESG Accounting Specialist</strong> to join their corporate reporting team. This newly created role reflects the company’s commitment to transparency, compliance, and sustainability. The position is fully remote, but candidates must reside in the Central or Eastern time zones to align with business operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review SEC filings, including 10-K, 10-Q, 8-K, proxy statements, and other required disclosures.</li><li>Lead ESG reporting initiatives, ensuring compliance with emerging regulations and alignment with recognized sustainability frameworks (e.g., SASB, TCFD, GRI, ISSB).</li><li>Collaborate with cross-functional teams including finance, legal, operations, and investor relations to gather and validate ESG data and metrics.</li><li>Draft clear and accurate ESG disclosures for SEC filings, annual reports, and sustainability reports.</li><li>Stay current with SEC and ESG reporting requirements, FASB pronouncements, and evolving regulatory guidance.</li><li>Support internal and external audit requests related to SEC and ESG reporting.</li><li>Contribute to the development of policies, procedures, and controls around ESG reporting to strengthen data integrity and consistency.</li><li>Provide technical accounting research and position papers on complex SEC and ESG matters.</li></ul><p><strong>What We Offer:</strong></p><ul><li>100% remote work environment (Central/Eastern time zones only).</li><li>Competitive compensation package with performance incentives.</li><li>Comprehensive health, dental, and vision benefits.</li><li>Retirement savings plan with company match.</li><li>Opportunities for professional growth and development in a rapidly evolving ESG and reporting landscape.</li></ul><p><br></p>
We are looking for a skilled Marketing Specialist to join our team on a long-term contract basis in Bloomington, Minnesota. In this role, you will focus on executing marketing strategies, managing digital campaigns, and analyzing data to drive impactful results. The ideal candidate will bring expertise in both traditional and digital marketing, along with a creative approach to content development and communications.<br><br>Responsibilities:<br>• Implement marketing strategies that align with organizational goals and drive engagement.<br>• Monitor and analyze data to track the effectiveness of campaigns and identify areas for improvement.<br>• Develop and manage marketing collateral, ensuring high-quality and brand consistency.<br>• Oversee the execution of digital marketing initiatives, including content editing and social media management.<br>• Manage multiple digital channels, ensuring timely updates and optimized performance.<br>• Plan and execute targeted email campaigns to reach specific audiences.<br>• Leverage Google Ads and AdWords to enhance online visibility and drive traffic.<br>• Utilize Google Analytics to measure campaign success and generate actionable insights.<br>• Collaborate with internal teams to coordinate marketing communications and strategies.
<p><strong><u>Interested?</u></strong></p><p>Apply today and send your resume directly via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong><u>About the Role</u></strong></p><p>We’re looking for an <strong>Investor Services Specialist</strong> to join a highly regarded private equity firm. This position is perfect for someone who thrives in a fast‑paced environment, can balance multiple priorities, and enjoys solving problems on the fly. You’ll provide essential support across investor operations, communications, and data management while helping drive technology initiatives and process improvements.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors.</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting platforms.</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr).</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Partner closely with Investor Relations, Finance, and external consultants on ad hoc and strategic projects.</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third‑party service providers.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to enhance reporting templates, workflows, and investor portal experiences.</li></ul><p><strong><u>Why Join Us</u></strong></p><ul><li>Competitive base salary + annual bonus</li><li>100% employer‑paid medical, dental, and vision</li><li>Generous retirement contributions and additional firm perks</li><li>Collaborative, hands‑on manager who values clarity, structure, and organization</li><li>Free meals and a supportive, team‑oriented culture</li></ul>
Role Overview: Join a dynamic team in a permanent administrative support role within our Landscape Finished Sales department. This position provides the opportunity to expand your responsibilities and grow professionally within the Sales department. Candidates must be available for extended hours—including weekends—during peak months and have the flexibility to travel out of state with reasonable advance notice. Reporting directly to our Sales Specialist, you will play a crucial part in facilitating efficient operations and delivering exceptional service to our customers. Key Responsibilities: Expedite daily order entry with high attention to detail Assist with problem identification and resolution as challenges arise Coordinate deliveries and promptly communicate logistics to clients Maintain accurate customer profiles in a CRM system Manage multiple spreadsheets and oversee various projects Respond to customer inquiries via phone and email Document and refine internal procedures to improve efficiency Organize and inspect shipments for outgoing landscape orders Build and sustain strong client relationships Assess plant inventory quality, quantity, and status in the greenhouse as needed Generate reports for internal use and client presentation on sales analysis and order entry Travel with the Landscape Sales Specialist to engage with existing and prospective customers Provide sales department support, including pre-order bookings and weekly reporting Required Qualifications: High school diploma or equivalent Minimum two years of sales and customer service experience Advanced proficiency in Microsoft Excel and related functions Adaptability to a fast-paced environment and quick learning ability Effective multi-tasking and project balancing skills Strong written and verbal communication skills Reliable time management and punctuality Reliable transportation Preferred Qualifications: Experience in client relationship management, inside sales, account management, and business development Familiarity with horticulture is a strong asset Benefits of Joining Our Team: This is your chance to take on a pivotal relationship-building role with outstanding growth opportunities in a thriving industry. If you bring an efficient drive, thrive under dynamic conditions, and value initiative and strategic thinking, we encourage you to apply and help elevate our presence in the market. Job Type: permanent Expected Hours: 35–55 per week
<p>Robert Half is seeking a strategic and hands-on Talent Acquisition Manager to lead recruitment efforts for a prominent healthcare organization serving both graduate medical education and community health populations. In this critical role, you will own the end-to-end talent acquisition process, partnering closely with stakeholders to ensure a robust workforce pipeline and a seamless candidate experience.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and deliver comprehensive, scalable talent acquisition strategies that support Diversity, Equity, and Inclusion (DEI) goals across sourcing, interviewing, selection, and onboarding programs.</li><li>Lead full-cycle recruitment for all roles, with emphasis on clinical hiring (physicians, PAs, NPs, therapists, etc.), ensuring effective talent identification and engagement.</li><li>Develop and nurture relationships with colleges, universities, and community partners to proactively source and build candidate pipelines.</li><li>Oversee provider employment agreements and facilitate the visa process for clinical hires, working cross-functionally with legal teams.</li><li>Collaborate with marketing and communications to shape compelling employer branding and recruitment campaigns.</li><li>Guide, mentor, and manage a Talent HR Specialist.</li><li>Analyze and report on recruitment data and metrics, providing actionable insights and recommending process improvements.</li><li>Conduct exit interviews and contribute to retention efforts by identifying trends and supporting staff transition initiatives.</li><li>Attend operational meetings and recruitment events; some overnight travel to represent the organization may be required.</li><li>Ensure compliance with all relevant employment laws, regulations, and ADA requirements in partnership with hiring managers and leadership.</li><li>Foster an outstanding candidate experience and streamline recruitment processes using best-in-class technology and practices.</li></ul>
We are looking for a dedicated HR Generalist to join our team in Southlake, Texas. This is a long-term contract position offering a unique opportunity to contribute to employee satisfaction, compliance, and benefits administration within the retail industry. The ideal candidate will play a key role in fostering a positive and efficient workplace while ensuring organizational policies align with state and federal regulations.<br><br>Responsibilities:<br>• Conduct thorough research to address discrepancies between employee records, payroll, benefits providers, and government agencies, ensuring compliance and accuracy.<br>• Process workers’ compensation claims and manage compliance with leave of absence policies and state-mandated time-off requirements.<br>• Provide comprehensive support to employees regarding benefits-related inquiries and ensure effective utilization of available benefits.<br>• Identify and implement innovative benefits and perks to enhance employee engagement and satisfaction.<br>• Offer expert advice to management on employee relations, performance management, and conflict resolution.<br>• Resolve workplace issues promptly to improve job satisfaction and foster a positive environment.<br>• Promote HR initiatives that contribute to an efficient, collaborative, and conflict-free workplace.<br>• Ensure HR programs and activities comply with applicable laws and regulations.<br>• Collaborate with leadership to enhance employee relations strategies and support organizational goals.
<p><strong><u>Account Services Specialist</u></strong> (Customer Service / Account Management)</p><p><em>Direct-Hire / Permanent position</em></p><p>Robert Half contact: <u>Drew.Schroll@RobertHalf com.</u></p><p><br></p><p>*Fully onsite role - 5 days per week in office, 8a-4p schedule*</p><p><br></p><p>The Account Services Specialist will help support the customers of the organization on any pertinent requests and enhance their overall experience. primarily focuses on the development and execution of sales plans, business development, member retention, and relationship building. The Account Services Manager will assist with obtaining feedback, helping prepare for trade shows, and ensuring the accuracy of our CRM.</p><p><br></p><p><strong>RESPONSIBILITIES:</strong></p><p>· Serve as the primary point of contact for inquiries via phone, email, and chat</p><p>· Resolve issues efficiently and professionally, ensuring high satisfaction</p><p>· Softly upsell other opportunities for engagement</p><p>· Maintain accurate records of interactions and transactions in CRM systems</p><p>· Collaborate with internal departments to address customer needs and follow up on outstanding issues.</p><p>· Receive and process incoming quote requests from customer</p><p>· Coordinate quote status information to the external sales team</p><p>· Log, track and follow up on outstanding quotes in accordance with the defined turnaround time</p><p>· Identify process improvements and contribute to the development of best practices</p><p>· Providing exceptional, timely customer service daily</p><p>· Supporting new customer onboarding and training</p><p>· Preparing data driven reports that support securing new members</p><p><br></p><p>Along with a great culture, growth potential, and leadership team to learn from, this position a competitive salary, annual company bonus potential, and great benefits.</p><p><br></p><p>For more information, please email your resume to <u>Drew.Schroll@RobertHalf com. </u></p><p><br></p>
<p>Chris Preble from Robert Half is working with an Ithaca area client of his that is looking to hire an HR Generalist - Benefits Administrator. This organization has excellent benefits, terrific work life balance and an opportunity to grow.</p><p><br></p><p><strong>Position Objective</strong></p><p>The HR Generalist – Benefits Specialist is a detail-oriented human resources professional with a primary focus on employee benefits administration and employee support. This role is well suited for someone with a solid HR foundation who is interested in further developing expertise in benefits. The organization is committed to training and supporting the successful candidate, providing the tools and guidance needed to grow into the role while contributing meaningfully to employee engagement, retention, and overall organizational effectiveness.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>A. Benefits Administration (Primary Focus)</strong></p><ul><li>Support the administration of health, dental, vision, life insurance, and flexible spending programs, including new hire enrollments, eligibility changes, and ongoing employee support.</li><li>Process benefits elections and updates within HRIS and payroll systems with accuracy and attention to detail.</li><li>Serve as an accessible point of contact for employee benefits questions, escalating complex issues as needed.</li><li>Partner with internal teams and external benefits providers to ensure timely resolution of benefits-related inquiries.</li><li>Assist with open enrollment activities, employee communications, and documentation.</li><li>Support the preparation and maintenance of benefits compliance documentation and reporting.</li></ul><p><strong>B. Leave Management & Workers’ Compensation</strong></p><ul><li>Assist with the administration of workers’ compensation claims, including injury reporting and documentation.</li><li>Support employees with disability, FMLA, and other protected leave requests under the guidance of HR leadership.</li><li>Track leave usage and coordinate information with payroll and benefits systems.</li></ul><p><strong>C. Retirement Plan Support</strong></p><ul><li>Assist with employee education and enrollment for retirement plan offerings.</li><li>Support employees with contribution changes, beneficiary updates, and basic plan inquiries.</li><li>Coordinate with plan providers to resolve routine questions and requests.</li></ul><p><strong>D. Payroll & Compensation Support</strong></p><ul><li>Assist with processing compensation changes within HRIS/payroll systems.</li><li>Support periodic payroll updates as directed.</li></ul><p><strong>E. Employee Relations</strong></p><ul><li>Serve as a first point of contact for employee questions and concerns, providing guidance and directing issues appropriately.</li></ul><p><br></p>
<p>Google Ads Specialist </p><p>Freelance support for a local client </p><p>Estimating 20 hours per month </p><p>Onsite in Minneapolis initially, with opportunity for remote </p><p><br></p><p>We are looking for a skilled Google Ad Specialist to join our team on a contract basis in Minneapolis, Minnesota. In this role, you will be responsible for managing and optimizing Google ad campaigns, ensuring effective use of Google Tag Manager, and supporting social media strategies. Ideal candidates should have strong expertise in paid media management and a background in web development, particularly WordPress, would be a valuable asset.</p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and optimize Google ad campaigns to achieve desired performance metrics.</p><p>• Utilize Google Tag Manager to track and analyze campaign data effectively.</p><p>• Manage sporadic ads as needed and ensure alignment with overall campaign goals.</p><p>• Create and execute social media strategies to enhance engagement and reach.</p><p>• Collaborate with team members to ensure consistency across paid media and social platforms.</p><p>• Monitor campaign performance and provide actionable insights for improvement.</p><p>• Produce content for social media platforms that aligns with branding and marketing objectives.</p><p>• Apply WordPress development skills to enhance website functionality and integration with campaigns.</p><p>• Stay updated on industry trends and tools to maximize campaign efficiency and effectiveness.</p><p>• Maintain clear communication with stakeholders to ensure project goals are met.</p>
<p>Our client in Oakland is seeking a Property Manager with proven experience in affordable housing operations, including HUD Section 8 programs. Candidates should be highly skilled with Yardi property management software and possess a strong understanding of compliance and resident relations in a regulated housing environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage daily operations of affordable housing communities, ensuring full compliance with HUD Section 8 and other program requirements.</li><li>Administer resident certifications, income verifications, and regular file audits, maintaining accuracy and regulatory compliance.</li><li>Perform rent collection, lease administration, and reporting using Yardi software.</li><li>Coordinate move-ins, move-outs, and property inspections to optimize occupancy and uphold property standards.</li><li>Prepare and submit HUD and local housing authority reports, engaging with agencies on compliance and audit matters.</li><li>Foster positive resident experiences by responding to inquiries, maintenance requests, and concerns professionally.</li><li>Supervise site staff and contractors to deliver excellent property maintenance and support services.</li><li>Monitor budgets, manage expenses, and identify cost-saving opportunities while maintaining quality.</li></ul><p><br></p>
<p>Robert Half is partnering with our client in the search for a Public Relations Manager. Our client is a global leader in connected entertainment technology, delivering innovative devices and experiences that help customers access content quickly, intuitively, and across a broad ecosystem.</p><p><br></p><p><strong>Location: </strong>Seattle, WA (onsite)</p><p><strong>Duration: </strong>7-month contract</p><p><strong>Hours: </strong>40 hours/week</p><p><strong>Pay Rate: </strong>$50-55/hour</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Public Relations Manager will play a key role in driving brand awareness and product storytelling for a rapidly growing portfolio of smart media and entertainment products. This role will lead public relations strategy across product feature launches, develop compelling narratives that demonstrate customer value, and collaborate with internal teams to surface stories that resonate with press, influencers, and key audiences.</p><p><br></p><p>The ideal candidate has strong media relations experience, the ability to translate complex features into simple customer benefits, and a proven track record of securing coverage that drives measurable results. This position reports into a cross-functional team and requires strategic thinking, creativity, and comfort working in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead PR strategy and planning for product and feature launches across the entertainment device portfolio</li><li>Develop earned, owned, paid, and social storytelling that highlights customer benefits and drives awareness</li><li>Partner with product marketing, engineering, and UX teams to uncover newsworthy features and emerging innovation themes</li><li>Design and execute creative, always-on PR campaigns that increase familiarity and consideration among target audiences</li><li>Build and maintain ongoing relationships with press, influencers, analysts, and media outlets</li><li>Identify opportunities for strategic media placement, product reviews, customer case studies, and thought leadership</li><li>Monitor industry conversations to maintain brand presence in current and relevant media cycles</li><li>Evaluate campaign performance and provide insights to improve future storytelling and media strategy</li></ul>
<p>We are looking for a detail-oriented Investor Relations Analyst to join our team in Houston, Texas. This role is ideal for an individual with strong financial acumen and excellent communication skills, eager to contribute to investor engagement and corporate reporting. As part of the team, you will play a key role in preparing presentations, crafting investor communications, and maintaining relationships with stakeholders.</p><p><br></p><p><strong>Investor Relations Analyst Responsibilities:</strong></p><p>• Develop and deliver presentations for shareholders, analysts, and investment groups to effectively communicate company performance and strategy.</p><p>• Build and nurture relationships with sell-side and buy-side analysts, providing timely and accurate responses to inquiries.</p><p>• Collaborate on the creation of investor communication materials, including conference call scripts, press releases, regulatory filings, and website content.</p><p>• Prepare and manage internal reporting for senior leadership and Boards of Directors, ensuring accuracy and timeliness.</p><p>• Analyze shareholder activity and peer trends to support targeted shareholder engagement initiatives.</p><p>• Design and update communication tools, such as websites, to ensure the dissemination of accurate and timely information.</p><p>• Work with finance teams to analyze financial results and compile key statistics for earnings announcements and investor discussions.</p><p>• Coordinate the marketing calendar, including conferences, roadshows, and corporate visits, to optimize investor outreach.</p><p>• Ensure compliance in all communications with the investment community, including press releases and social media updates.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Job Summary</strong></p><p>As a Human Resources Professional, you will contribute to various HR functions, including recruitment, employee relations, compliance, and administrative support. This role is suitable for entry-level coordinators, mid-level specialists, or experienced managers who excel in people-focused environments. These are temporary assignments ranging from a few weeks to several months, with opportunities to transition to permanent positions for standout performers.</p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with recruitment efforts, including posting job openings, screening resumes, conducting initial interviews, and coordinating hiring processes.</li><li>Support onboarding and offboarding activities, such as preparing new hire paperwork, conducting orientations, and managing exit interviews.</li><li>Handle employee inquiries, resolve basic HR issues, and provide guidance on company policies, benefits, and procedures.</li><li>Maintain accurate employee records, update HR databases, and ensure compliance with labor laws and regulations.</li><li>Contribute to performance management, including tracking evaluations, training programs, and employee development initiatives.</li><li>Assist with benefits administration, payroll support, and reporting on HR metrics.</li><li>Collaborate with HR team members and other departments to foster a positive workplace culture and address organizational needs.</li></ul><p><br></p>
We are looking for a dedicated HR Director to join our team in Monterey, California. This is a Contract to permanent position, offering an excellent opportunity to contribute to a growing nonprofit organization focused on the arts. The ideal candidate will have a strong background in human resources, nonprofit management, and recruitment, and will play a pivotal role in supporting the organization's operational and administrative needs.<br><br>Responsibilities:<br>• Oversee HR investigations and provide expert guidance on policies, compliance, and employee relations.<br>• Manage benefits administration, including development programs designed to support staff growth.<br>• Lead recruitment efforts, ensuring the hiring of skilled candidates with relevant experience.<br>• Administer vendor relations and manage contracts with a focus on compliance and regulations.<br>• Collaborate with the finance department on administrative tasks and ensure smooth operations.<br>• Participate as a member of the senior leadership team, contributing to strategic planning and decision-making.<br>• Supervise facility operations, including security and staff management.<br>• Provide training and coaching services to enhance team performance and maintain operational excellence.<br>• Ensure adherence to industry standards and best practices within a museum environment.<br>• Support the organization’s mission and goals during its growth phase, including capital campaign initiatives.
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Fund Accountant to join our team in Dallas, Texas. In this role, you will be responsible for managing financial reporting and accounting for investment companies, funds and joint ventures, ensuring compliance with accounting standards and internal policies. This North Dallas role is in office 1 day/week and hybrid the remainder after the training period.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements, reporting packages, and investor capital statements in alignment with legal agreements and operating documents.</p><p>• Review and validate general ledgers, trial balances, and related schedules for consistency and accuracy.</p><p>• Provide support to senior accountants in managing relationships with external auditors, fund administrators, and tax professionals.</p><p>• Act as a subject matter expert on fund-specific details, including management fees, distribution calculations, and capital call processes.</p><p>• Collaborate with internal teams to ensure precise fund-level reporting, liquidity planning, and cash management approvals.</p><p>• Coordinate with valuation teams to obtain fair value assessments and ensure compliance with audit requirements.</p><p>• Assist Asset Management and Investor Relations teams with investor inquiries, audit confirmations, and performance metrics.</p><p>• Reconcile intercompany balances and ensure timely processing of related-party transactions and payments.</p><p>• Participate in process improvement initiatives, focusing on automation, control enhancements, and the adoption of best practices in fund accounting.</p><p><br></p><p>If interested in being considered for this phenomenal role, please email a resume to Liz Noyes at Robert Half via Linked In.</p>
<p>Robert Half is seeking a Sr. IT Client Success Manager for a National Managed Services company. </p><p>This role is remote, may require quarterly travel as needed predominantly in the Southwest/Mountain region.</p><p><br></p><p>The Client Success Manager builds strong client relationships, ensures service delivery excellence, and drives growth opportunities. </p><p>You’ll collaborate with internal teams, assist with onboarding, and maintain client satisfaction throughout the lifecycle.</p><p><br></p><p>Key Responsibilities include:</p><p>-Client Relationship Management;</p><p>Develop and maintain strong client relationships.</p><p>Communicate regularly and provide updates to ensure alignment with business needs.</p><p>-Trusted Advisor & Advocate</p><p>Act as the client’s advocate and escalation point.Monitor KPIs, manage SLAs, and present reports.</p><p>Oversee onboarding, offboarding, and service adjustments.</p><p>-Service Delivery & Growth</p><p>Align expectations with delivery capabilities.</p><p>Identify expansion opportunities and assist with renewals and proposals.</p><p>-Documentation & Account Expertise</p><p>Maintain accurate client documentation and act as the account expert.</p><p>-Client Satisfaction</p><p>Resolve issues promptly, gather feedback, and coordinate with internal teams to ensure success.</p><p>Other duties as needed</p><p><br></p>
<p>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> </strong>is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
We are looking for a motivated and adaptable Marketing/Communications Coordinator to join our team in Sunrise, Florida. In this Contract-to-possible-permanent position, you will play a vital role in developing impactful marketing strategies while managing essential office operations. Experience in the boating industry is strongly preferred, as the position involves specialized campaigns in this sector.<br><br>Responsibilities:<br>• Design and implement effective marketing campaigns tailored to the boating industry.<br>• Develop engaging content for various platforms, including social media, newsletters, and promotional materials.<br>• Conduct market analysis to identify emerging trends and business opportunities.<br>• Collaborate with team members to refine branding strategies and enhance outreach initiatives.<br>• Support the creation of supplemental marketing services to assist marine industry clients.<br>• Manage daily office operations, including scheduling, communication, and record-keeping.<br>• Evaluate and improve office processes to boost efficiency and productivity.<br>• Negotiate contracts and maintain relationships with vendors and service providers.<br>• Coordinate meetings, events, and travel arrangements for team members.<br>• Handle financial records and budgeting while maintaining strong relationships with business principals.
