We are looking for an experienced Property Administrator to join our team in Homestead, Florida. As part of this long-term contract position, you will play a vital role in managing various property-related administrative tasks and ensuring smooth operations. If you excel in accounting systems, financial services, and property management, this opportunity is tailored for you.<br><br>Responsibilities:<br>• Manage accounts payable (AP) and accounts receivable (AR) processes, ensuring accuracy and timeliness.<br>• Oversee billing functions and assist with budget preparation and financial planning.<br>• Utilize accounting software systems, such as JD Edwards EnterpriseOne, to maintain financial records and generate reports.<br>• Handle CRM and management systems to streamline property operations and tenant communications.<br>• Act as a leasing consultant, assisting with lease agreements and tenant inquiries.<br>• Monitor financial transactions and reconcile discrepancies as needed.<br>• Maintain records for property management functions, ensuring compliance with company policies.<br>• Collaborate with team members to improve operational efficiency and resolve administrative challenges.<br>• Support the implementation of budget processes and track expenses effectively.
<p>Our client is looking for an experienced Vice President of Investor Relations to join a leading publicly traded global company in Jersey City, New Jersey. In this key leadership role, you will act as the primary liaison between the organization and its stakeholders, ensuring effective communication of financial performance and strategic initiatives. This position offers flexibility, with the option to work remotely or on-site two days per week for candidates based on the East Coast.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute comprehensive investor relations strategies that align with the company's financial goals and long-term vision.</p><p>• Act as the primary point of contact for investors, analysts, and other stakeholders, ensuring clear and consistent communication.</p><p>• Manage and oversee financial reporting processes, including annual budgets and month-end close activities.</p><p>• Prepare and deliver presentations to investors, highlighting key business developments and financial performance.</p><p>• Collaborate with executive leadership to shape the company's narrative for the investment community.</p><p>• Analyze market trends and competitor activities to provide insights that drive strategic financial decisions.</p><p>• Ensure compliance with regulatory requirements and maintain transparency in all investor-related communications.</p><p>• Lead initiatives to attract and retain institutional investors by fostering strong relationships and trust.</p><p>• Monitor and evaluate the effectiveness of investor relations programs, making improvements as needed.</p><p>• Coordinate with internal teams to gather accurate data and reports for investor updates.</p>
<p>Robert Half is currently seeking a skilled <strong>Human Resources (HR) Coordinator</strong> to assist and support the HR team in managing essential administrative, onboarding, and employee relations functions. If you’re looking to make a meaningful contribution within a fast-paced, collaborative environment, this is the role for you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate and support the onboarding process for new hires, including scheduling orientations, preparing materials, and ensuring all necessary paperwork is completed.</li><li>Serve as the first point of contact for employee inquiries related to HR policies, benefits, and procedures, ensuring responses are accurate and timely.</li><li>Maintain and update employee records in HR systems, ensuring data accuracy and confidentiality.</li><li>Assist with drafting and distributing HR communications, policies, and other documentation.</li><li>Facilitate recruitment processes by posting job openings, scheduling interviews, and handling applicant correspondence.</li><li>Support HR programs, such as training and development initiatives, employee engagement activities, and recognition programs.</li><li>Monitor compliance with federal, state, and local regulations related to HR functions.</li><li>Oversee the organization of HR files and documentation, ensuring compliance and accessibility as required.</li><li>Assist in gathering data for various HR reports, audits, and metrics tracking.</li></ul><p><br></p>
<p>We are seeking a dynamic and detail-oriented Bilingual Spanish-Speaking HR Generalist to join a thriving organization committed to fostering employee engagement, promoting inclusivity, and driving operational excellence. This role is ideal for a self-starter with excellent communication skills in both English and Spanish, a passion for human resources, and the ability to effectively manage multiple HR responsibilities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide guidance and support to employees regarding workplace concerns, issues, and requests while maintaining impartiality.</p><p>• Coordinate and assist with onboarding activities, including orientation sessions for new hires.</p><p>• Ensure compliance with pre-employment requirements and ongoing employee documentation.</p><p>• Draft and revise various forms of communication, such as reports, instructional materials, and official correspondence.</p><p>• Organize and maintain HR filing systems, both digital and physical, ensuring easy access and accuracy.</p><p>• Apply company policies and HR guidelines consistently in daily operations.</p><p>• Support employee engagement initiatives by fostering a positive work environment.</p><p>• Conduct investigations into employee relations matters to address performance, conflicts, and turnover concerns.</p><p>• Collaborate with teams to translate HR documents and communications into Spanish when needed.</p>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Our client, a celebrated luxury goods company is seeking an experienced and motivated <strong>Call Center Supervisor</strong> to lead the Sales and Client Specialist teams in delivering exceptional service for the holiday season. This is a seasonal opportunity starting immediately with potential to become full-time. The Call Center Supervisor will be responsible for leading, motivating, and developing a team of Sales / Client Specialists to meet and exceed sales targets while upholding the gold standard of luxury service. This role combines people leadership, sales strategy, performance management, and customer experience excellence. The ideal candidate is a confident leader with a proven track record in sales and customer service, preferably in a luxury environment.</p><p><br></p><p><strong><em>**This position requires previous call center supervisor or management experience.**</em></strong></p><p><br></p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead and inspire a team of Sales / Client Advisors to achieve and surpass sales targets.</li><li>Provide ongoing training, coaching, and development to enhance skills and performance.</li><li>Foster a positive and motivating environment through regular feedback and recognition.</li><li>Hold team members accountable for achieving performance standards.</li><li>Conduct weekly and monthly performance evaluations and in-the-moment coaching.</li><li>Partner with Training and Communications teams to address training needs and reinforce communications.</li><li>Facilitate regular team meetings and one-on-one performance discussions.</li></ul><p><strong>Sales & Strategy Execution</strong></p><ul><li>Develop and implement sales strategies, including Sales through Service and Clienteling, to achieve departmental goals.</li><li>Optimize the “Notify Me” program to maximize sales opportunities.</li><li>Monitor team sales performance and provide regular reports to senior management.</li><li>Collaborate with Marketing, Retail, Ecommerce, and other internal teams to boost sales and enhance the customer journey.</li></ul><p><strong>Customer Service & Escalation Management</strong></p><ul><li>Ensure every customer interaction reflects luxury service standards.</li><li>Identify and manage escalated cases, providing timely and effective solutions.</li><li>Handle Special Orders, including high-value and custom orders.</li><li>Evaluate and act upon customer feedback to continually improve service delivery.</li></ul><p><strong>Operational Support</strong></p><ul><li>Assist fellow supervisors with daily operational tasks as needed.</li><li>Maintain professionalism and integrity in all interactions.</li></ul><p><br></p><p><br></p>
We are looking for a highly organized and dependable Staff Accountant to oversee Payroll and Accounts Receivable operations while providing support for General Ledger and Accounts Payable tasks. This position is ideal for an accounting expert who enjoys working across multiple functions in a dynamic and collaborative setting. The role requires attention to detail, strong problem-solving skills, and a commitment to maintaining accurate financial records.<br><br>Responsibilities:<br>• Manage payroll operations, including tracking time data, processing payroll cycles, and ensuring compliance with federal, state, and local regulations.<br>• Collaborate with HR to handle employee changes, benefits, and payroll deductions, as well as prepare year-end filings such as W-2s and 941s.<br>• Generate payroll reports and provide documentation for audits, special projects, and ad-hoc requests.<br>• Oversee accounts receivable functions, including invoice generation, payment application, and monitoring aging schedules.<br>• Follow up on overdue accounts and manage collections to maintain cash flow.<br>• Prepare and post journal entries while ensuring proper documentation is maintained.<br>• Assist with month-end close activities, including account reconciliations and financial reporting.<br>• Support accounts payable processes by assisting with invoice review, payment runs, and vendor communications.<br>• Provide backup for accounts payable during high-volume periods or staff absences.<br>• Contribute to audit preparation and ensure compliance with accounting standards and procedures.
<p>The Collections Supervisor will oversee the collection efforts and delinquency controls of the company, ensuring money owed is billed and received correctly and promptly. This role will offer growth potential, a salary between 95K and 110K plus discretionary bonus, medical, dental and vision insurance, 401K and paid time off. </p><p><br></p><p>How You Will Help</p><p>• Hires & trains new collectors in the Collections department.</p><p>• Conducts performance evaluations that are timely and constructive.</p><p>• Supervises and manages the Collections assignments and priorities.</p><p>• Researches, develops, and facilitates collection & lien procedures according to company policies.</p><p>• Ensures proper preparation and delivery of letters, notices, and other communications regarding delinquent accounts internally (Sales) & externally (Customers).</p><p>• Conducts, or assists third parties in conducting, skip-tracing according to established practices.</p><p>• Negotiates with customers to amend repayment terms, as appropriate.</p><p>• Recommends legal action for specific accounts and follows through as necessary.</p><p>• Communicates the status of delinquent accounts to the Senior Credit & Collection Manager or other appropriate personnel.</p><p>• Initiates repossession steps when authorized; maintains thorough records of actions taken in repossession and selling.</p><p>• Contacts creditors and consults attorneys as needed for settlements on bankrupt accounts.</p><p>• Reviews accounts and recommends for charge-off as appropriate; supervises approved accounts’ charge-off procedure and reports it to credit reporting agencies..</p><p><br></p><p>What You Will Bring</p><p>• Excellent verbal and written communication skills.</p><p>• Proficient in Microsoft Office Suite or related software, customer relations software, AS400 and Microsoft D365.</p><p>• Knowledge of both secured and unsecured debt. </p><p>• Basic understanding of applicable state and federal collection laws including the Fair Debt Collection Practices Act and the Fair Credit Reporting Act.</p><p>• Associate’s degree in finance required; Bachelor’s degree preferred.</p><p>• At least five years of experience in collection and credit work, with at least one in a supervisory or managerial position.</p><p>• At least 3 years’ experience with liens as it pertains to GM/Contractors</p><p><br></p><p><br></p>
<p>We are seeking a skilled and experienced Email Marketing, CRM, or Marketing Automation Consultant to collaborate with our diverse pool of clients across industries. As a consultant, you will bring your expertise in designing and implementing strategic email marketing campaigns, setting up and optimizing Customer Relationship Management (CRM) platforms, and developing automated marketing workflows that drive engagement and conversions. This role is perfect for detail-oriented professionals passionate about leveraging technology to enhance marketing performance and client success.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Email Marketing:</li><li>Advise clients on best practices for email campaign development, list segmentation, A/B testing, and deliverability optimization.</li><li>Create and execute email strategies aligned with client goals, ensuring effective messaging and alignment with brand guidelines.</li><li>Monitor campaign performance metrics (open rates, click-through rates, conversions) and provide actionable recommendations for improvement.</li><li>Customer Relationship Management (CRM):</li><li>Guide clients in selecting, implementing, and optimizing CRM platforms to manage and nurture customer relationships effectively.</li><li>Develop custom workflows, dashboards, and analytics to maximize CRM usage.</li><li>Train client teams on CRM functionality and provide ongoing support as needed.</li><li>Marketing Automation:</li><li>Architect and implement automated workflows to streamline lead nurturing, onboarding, upselling, and other key marketing processes.</li><li>Develop data-driven strategies that integrate automation with platforms like HubSpot, Marketo, Salesforce Marketing Cloud, or other leading software tools.</li><li>Troubleshoot automation challenges and optimize performance through testing and iteration.</li></ul><p><br></p>
<p><strong>Financial Advisor</strong></p><p><em>San Francisco, On-stie </em></p><p><em>Up to $149,000 base + bonus + equity</em></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a nationally recognized, planning-first RIA to identify a <strong>Financial Advisor</strong> for their San Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is committed to helping clients, colleagues, and their broader community live richer, more purposeful lives.</p><p> </p><p><strong>Role Overview</strong></p><p>The Advisor will serve as a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you’ll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering exceptional outcomes.</p><p> </p><p><strong>Key Qualifications</strong></p><ul><li>4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients.</li><li><strong>CFP® designation required.</strong></li><li>Strong ability to manage multiple client relationships while maintaining organizational excellence across teams.</li><li>Exceptional communication and relationship-building skills.</li></ul><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as primary contact for client communications and relationship management.</li><li>Review portfolios and deliver tailored investment recommendations.</li><li>Prepare comprehensive meeting materials, including cash flow and asset allocation analyses.</li><li>Conduct advanced financial modeling, including tax-loss harvesting, equity compensation, and wealth transfer strategies.</li></ul>
<p>This job posting is for an <strong>Inside Sales Concierge Specialist</strong>, a role focused on managing inbound and outbound communications with patients in the aesthetics industry. Key responsibilities include booking paid consultations, converting leads into sales, handling patient inquiries across multiple channels (e.g., phone, email, social media), and reengaging patients. The role requires maintaining accurate CRM records, discussing financing options, collecting payments, and delivering excellent customer service.</p><p><br></p><p>The position is performance-driven, with strict <strong>Key Performance Indicators (KPIs)</strong> such as meeting monthly consult bookings, lead conversion rates, outbound communication targets (calls, texts, emails), and immediate responsiveness to patient inquiries (within 10 minutes). Additionally, it emphasizes professional communication, HIPAA compliance, self-education, and active collaboration in a fast-paced healthcare environment.</p><p><br></p><p>Applicants should be passionate about the aesthetics industry, possess outstanding communication skills, and demonstrate a proactive approach to learning and hitting sales goals. Regular performance monitoring and accountability are essential in this role. Failure to meet KPIs may lead to performance management or disciplinary action.</p>
The ideal candidate has direct hands-on-keyboard experience, ideally in an agency or in-house brand setting, managing and optimizing Sponsored Ads campaigns across a complex portfolio of brands and product categories. Amazon advertising experience is a must, additional platforms (Walmart, Chewy) are a plus. This person is highly analytical, comfortable with ambiguity, and well-versed in e-commerce and retail media trends (Amazon specifically). They are collaborative, autonomous, organized, detail-oriented, and intellectually curious.<br><br>This position is based out of our Neptune City, NJ facility 5x a week.<br><br>MEASURES OF SUCCESS:<br>• Support the Retail Media Manager in the tactical execution of Sponsored Ads campaigns (Sponsored Products, Sponsored Brands, Sponsored Video, Sponsored Display) on Amazon, Walmart, and Chewy.<br>• Support hands-on keyboard campaign setup, management, optimizations, and reporting.<br>• Develop and collaborate on keywords, targeting, and overall campaign strategy.<br>• Manage continuous improvement of campaign performance and track against a robust set of KPIs (ROAS, CPC, CTR, NTB, Sales, ROI, Share of Voice)<br>• Create actionable insights and recommendations in conjunction with the Retail Media Manager.<br>• Oversee campaign budget pacing and assist the Retail Media Manager in budget tracking.<br>• Collaborate with Digital Marketing and Creative to create impactful imagery and video content to use in ad campaigns.<br>• Collaborate with vendor and marketplace sales leads to align campaign coverage with inventory changes and promotions/key tentpole events.<br>• Work cross-functionally with Inventory Planning, Creative, Content, PIM Team, Sales, Brand Marketing, and Digicomm.<br><br>IDEAL CANDIDATE ATTRIBUTES:<br>• 4-year college degree or equivalent experience in marketing, business, analytics, or related field.<br>• 2+ years of hands-on experience managing and optimizing Amazon Sponsored Ads campaigns for multiple brands and/or clients simultaneously. Experience with Amazon DSP, Walmart Connect, Chewy, Criteo, Citrus Ad, Instacart Ads, and other ad platforms is a plus. Experience managing Amazon Sponsored Ads campaigns in a hybrid 1P/3P business, a big plus.<br>• Preferred experience with retail media campaign management/reporting tools such as Pacvue, Skai, Perpetua, CommerceIQ, and Teikametrics, as well as marketplace insights platforms like Helium 10, Jungle Scout, Profitero, Stackline, etc.<br>• Strong analytical skillset, proven ability to analyze and interpret data, prepare and present reporting, and communicate results, insights, and recommendations.<br>• Experience in Microsoft Office is required (Word, Excel, PowerPoint).<br>• Certifications for Amazon Advertising (Foundations, Sponsored Ads, Optimization, Video Ads) and Walmart Connect (Retail Media) are preferred. Other platforms (ex: Criteo) are a plus.<br>• Strong understanding of the E-Commerce and Retail Media landscape along with available technology and tools.<br>• Ability to manage multiple projects simultaneously, meet deadlines, and collaborate cross-functionally in a highly matrixed and fast-paced environment.<br>• Intellectual curiosity and thirst for innovation and success.<br>• Highly analytical, organized, proactive, and has a positive attitude.
<p><strong>Operations Lead / Manager (Title Flexible)</strong></p><p>📍 Palo Alto, CA (5 days onsite)</p><p>💰 $100,000 – $120,000 base (stretch up to $130,000 DOE) + 10–15% bonus + benefits</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a rapidly growing <strong>venture capital firm. </strong>They are seeking an <strong>Operations Lead/Manager</strong> to join its Palo Alto headquarters. With significant assets under management and continued expansion on the horizon, the firm provides a unique opportunity to gain hands-on exposure to the inner workings of venture capital while working alongside investors, founders, and senior executives.</p><p>This is an ideal role for an ambitious, intelligent, resourceful, and eager to grow into a <strong>Chief of Staff</strong>. The firm fosters a collaborative, high-energy culture and offers direct access to leadership and investors, making it a strong platform for career growth in VC operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Meeting & Investment Support</strong></p><ul><li>Track portfolio updates and investment team priorities using Airtable (or similar tools).</li><li>Prepare, organize, and manage documentation for weekly pitch and portfolio review meetings.</li><li>Ensure materials are accurate, timely, and presentation-ready.</li></ul><p><strong>Project & Investor Support</strong></p><ul><li>Support a team of investors, keeping projects, deliverables, and priorities organized.</li><li>Manage quarterly reporting and other investor communications with accuracy and professionalism.</li><li>Implement and streamline workflows using Notion, Airtable, or comparable systems.</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee day-to-day office operations, ensuring a polished and professional environment.</li><li>Anticipate investor and guest needs, from meeting logistics to hospitality.</li><li>Serve as a primary point of contact, fostering a welcoming and professional atmosphere.</li></ul><p><strong>Event Planning & Relationship Management</strong></p><ul><li>Plan and execute investor dinners, sponsorships, and high-profile events.</li><li>Manage guest lists, vendor relationships, and logistics to ensure seamless experiences.</li><li>Represent the firm with polish in interactions with executives, investors, and UHNW individuals.</li></ul>
<p>We're looking for a sharp Executive Assistant to join a rapidly growing firm in lower Fairfield County. This is an on-site position supporting the CEO.</p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Conserves executive's time by reading, researching, and routing correspondence, drafting letters and documents, collecting and analyzing information, and initiating communications.</li><li>Develops a thorough understanding of the business to make appropriate recommendations and decisions impacting the executive.</li><li>Manages the executive’s Outlook account including high volumes of email traffic, an active calendar of appointments and travel, and updates contacts as needed.</li><li>Engages with all staff members situated throughout the country to facilitate solutions.</li><li>Prepares agendas and minutes in relation to crucial meetings.</li><li>Completes expense reports and approves timecards for the executive’s direct reports.</li><li>Maintains executive files, copies and reviews outside mail, scans and files documents.</li><li>Assists with corporate meetings and events.</li><li>Communicates effectively with all levels of the organization and external stakeholders.</li><li>Provides direct administrative support as needed, including scheduling appointments, meetings, and events; booking detailed travel itineraries; maintaining file systems; incoming and outgoing mailing and shipping packages.</li><li>Manage office supplies, equipment, and inventory, ensuring adequate stock levels and overseeing procurement processes.</li></ul><p><br></p>
<p>🚨 <strong>Incredible Opportunity!</strong> 🚨</p><p>Are you ready to join a high-growth PortCo under an impressive PE firm based in NYC? My client is seeking their FIRST Finance & Accounting hire—a hands-on <strong>VP/Director of Finance</strong> with exceptional <strong>Controllership</strong> experience and a knack for FP& A 📊✨</p><p>Here's what they're looking for:</p><p>✅ <strong>Controllership foundation</strong>—Big 4 experience followed by industry expertise as a Controller</p><p>✅ Transitioned into a <strong>blended Finance & Accounting role</strong> (FP& A skills like budgeting, long-term planning, financial modeling, KPI analysis, & creating impactful presentation decks)</p><p>✅ Ideally, experience with <strong>banking relationships</strong> and <strong>partnership accounting</strong> (investments, equity contributions, distributions)</p><p>The role reports to the Co-Founders and the CFO of the PE firm, offering exposure to leadership decision-making 🚀</p><p>📍 <strong>Location Requirement:</strong> You MUST currently reside within daily commuting distance of Midtown NYC as the role will become hybrid in late 2025/early 2026 🌆</p><p>💼 <strong>Compensation Package based on experience:</strong></p><ul><li>Base: $200K–$300K</li><li>25% discretionary bonus</li><li>Equity</li></ul><p><br></p>
<p><strong>Position Overview</strong></p><p>The <strong>Buyer Associate</strong> (Procurement Analyst) is responsible for supporting procurement operations by executing sourcing activities, managing supplier communications, and ensuring materials and services are delivered on time. This role supports end-to-end procurement processes including issuing RFQs, managing purchase orders, and collaborating across functional teams to meet program and product lifecycle needs.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and issue <strong>purchase orders</strong>; negotiate pricing to ensure cost-effective procurement.</li><li>Monitor <strong>delivery performance</strong> to identify shortages early and manage escalations.</li><li><strong>Expedite and coordinate</strong> with suppliers to resolve issues such as late or missed deliveries.</li><li>Work closely with <strong>Accounts Payable</strong> to reconcile invoice discrepancies.</li><li>Support resolution of supplier-related issues, including quality concerns and technical assistance.</li><li>Identify and address <strong>root causes</strong> that impact on-time delivery and product quality.</li><li>Act as liaison between the <strong>Supply Chain team and other departments</strong> (e.g., Quality, Engineering, Planning, Operations) to communicate order status, changes, or cancellations.</li><li>May be assigned to <strong>manage small projects or sub-processes</strong> within the procurement function.</li></ul>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Greenvale, New York. In this role, you will provide exceptional support to the Student Affairs department, ensuring smooth communication and resolution of inquiries. This position offers the opportunity to contribute to a dynamic environment while delivering excellent customer service.<br><br>Responsibilities:<br>• Handle incoming and outgoing calls, providing timely and accurate responses to inquiries.<br>• Assist in screening calls to streamline communication and reduce the workload for the department.<br>• Troubleshoot and resolve issues promptly to ensure a seamless experience for students and staff.<br>• Maintain detailed records of interactions and resolutions for future reference.<br>• Collaborate with team members to address complex issues and provide comprehensive support.<br>• Uphold high standards of professionalism and empathy in all communications.<br>• Deliver clear and concise information to callers regarding department processes and services.<br>• Ensure adherence to company policies and procedures while addressing inquiries.<br>• Identify opportunities to enhance the customer service experience and suggest improvements.
<p>Robert Half's public CPA firm client is seeking talented individuals to join their dynamic team in the Greater Milwaukee area. Whether you are a recent graduate or an experienced professional, a rewarding and fulfilling career awaits you. Join a firm where care, compassion, growth, and leadership are top priorities!</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>As a <strong>Tax Manager</strong>, you will play a critical role in leading and managing tax engagements, developing client relationships, mentoring staff, and contributing to firm growth through business development and community involvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Tax Engagement Management:</strong> Lead and manage tax engagements while performing detailed reviews of tax workpapers and provision calculations.</li><li><strong>Compilation & Review Engagements Support:</strong> Understand and assist with compilation and review projects.</li><li><strong>Tax Research:</strong> Conduct complex tax research and review the research of others, staying updated on industry trends and regulatory changes.</li><li><strong>Staff Development & Supervision:</strong> Manage, mentor, train, and evaluate staff, holding them accountable for achieving goals while promoting retention and team-building activities.</li><li><strong>Community & Business Development:</strong> Participate in community and marketing activities to build networks, identify new business opportunities, and enhance firm visibility.</li><li><strong>Tax Risk Mitigation:</strong> Identify and mitigate tax risks while developing and executing tax planning techniques for clients.</li><li><strong>Client Relations:</strong> Perform client billing procedures and maintain strong client relationships.</li><li><strong>Hiring & Evaluation:</strong> Participate in hiring processes and evaluate staff performance.</li><li><strong>Other Duties:</strong> Perform additional job-related responsibilities as needed.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor's degree in Accounting or Finance; <strong>CPA certification preferred</strong>.</li><li>6+ years of relevant experience in tax management and public accounting.</li><li>Supervisory experience and proven ability to develop and lead teams.</li><li>Exceptional communication skills and advanced knowledge of tax regulations.</li><li>Proficiency in Microsoft Office and accounting software (e.g., QuickBooks, Peachtree, ACS, 1099ETC).</li><li>Business development experience with a focus on building client and referral networks.</li></ul><p><strong>Software Expertise:</strong></p><ul><li>Advanced understanding of client accounting software (QuickBooks, Peachtree, etc.).</li><li>Advanced understanding of internal accounting software (ACS, 1099ETC).</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client is a<strong> thriving RIA</strong>. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>
• Maintain a documented system of accounting policies and procedures. <br>• Create an environment of controls to ensure the safeguarding of company assets, including, but not limited to cash, inventory, fixed assets, and investments. <br>• Understand the relationship of computer and process-driven systems, ensuring controls are in place. <br>• Consistently analyze financial data and present financial reports in an accurate and timely manner; communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep Group Leadership informed of the financial condition of Division. <br>• Perform month-end closing process, recording journal entries and preparing monthly financial statements. <br>• Review, analyze, and reconcile all balance sheet accounts and sub-ledgers on a timely basis. Ensuring accuracy and completeness. <br>• Maintain fixed asset ledger and generate depreciation entries. <br>• Prepare all supporting documents and requests for the completion of tax returns and owner distributions as required by an external CPA firm. <br>• Create cost accounting reports related to machine and spare parts pricing. <br>• Assist company leadership in the annual budgeting and planning process; administer and review all financial plans and compare to actual results to identify, explain, and correct variances as appropriate. <br>• Prepare reports to analyze vendor activity, salary, and benefits as part of the annual budget and forecasting. <br>• Conduct an inventory analysis, such as turnover, lead time, and profit margins for planning. <br>• Ensure timely processing of customer billing, an active collection of open accounts, recording and paying vendor debts. <br>• Monitor cash and manage payables to enhance cash flow and vendor relationships. <br>• Work with executive and sales staff to determine credit worthiness of potential and current customers. <br>• Perform analysis/review for reasonableness and accuracy to provide information to the Senior Management Team consisting of backlog, bookings, commissions, open purchase orders, and key performance indicators specific to the industry. <br>• Fiduciary responsibilities as it pertains to the company 401(K) and Pension Plans maintaining compliance with ERISA. <br>• Certification and filing annual 5500s. <br>• Continually strive to improve business processes by reviewing computer systems to evaluate current and potential functionality. <br>• Work with insurance broker/agent to determine acceptable coverage in all areas of insurance, not limited to property and casualty, umbrella, officer, etc. <br>• Provide leadership in strengthening internal communications, creating, and promoting a positive and supportive work environment with associates of all levels in the company. <br>• Coordinate all audit activity with banking and financial consultants. <br>• Comply with federal, state, and local legal requirements by filing financial reports and advising management on needed actions. <br>• Work with outside attorneys and consultants as needed.
<p>A values-driven wealth advisory firm is seeking an exceptional <strong>Planner</strong> to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making a meaningful difference in clients’ lives.</p><p><br></p><p>The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both technical expertise and emotional intelligence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the development and execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews.</li><li>Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance.</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions.</li><li>Oversee client meeting preparation, follow-up communications, and execution of action items.</li><li>Guide clients through complex planning topics including investment management, tax strategies, estate and philanthropic planning, and intergenerational wealth transfer.</li><li>Supervise and mentor Associate Planners, supporting their professional development and ensuring quality execution of client deliverables.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and internal policies.</li><li>Participate in strategic initiatives across planning, investments, business development, and team goals.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with an RIA in San Francisco to identify a <strong>Lead Advisor</strong>. This firm manages more than <strong>$30 billion in assets</strong> across 2,000+ high-net-worth families, with a mission to help clients, colleagues, and the global community <strong>live richer lives</strong>.</p><p><br></p><p><strong>Lead Advisor – Wealth Management</strong></p><p>📍 San Francisco, CA | $150k–$200k Base + Bonus + Equity</p><p><br></p><p>This is an exciting opportunity for an experienced advisor to serve as the<strong> </strong>primary point of contact for high-net-worth clients, providing comprehensive financial planning and guidance. You’ll work closely with clients and internal teams to deliver tailored wealth strategies, support sophisticated financial decisions, and help clients achieve their long-term goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as the first point of contact for client communications.</li><li>Review client portfolios and provide actionable recommendations.</li><li>Prepare comprehensive client meeting deliverables, including cash flow analysis, asset allocation, and planning strategies.</li><li>Create spreadsheet analyses for advanced financial topics, including tax loss harvesting, stock options, and wealth transfer strategies.</li><li>Collaborate with internal teams to ensure seamless client service and relationship management.</li></ul>
<p>Robert Half has partnered with a respected law firm in the Metro area to support their team of attorneys and paralegals. In this role, you will be in supporting the litigation team with a focus on plaintiff cases. You will handle a variety of tasks from managing electronic and paper files, communicating with clients, to filing documents in state and federal courts. If you are qualified for this position, please send your resume to amy.thomas@roberthalf[dot][com] for immediate consideration.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Set-up and maintain large electronic and paper files for easy accessibility and efficient workflow.</p><p>• Request and organize necessary medical, financial, and other case-related documents and records.</p><p>• Calculate and calendar state and federal deadlines to ensure timely submission of legal documents.</p><p>• File documents electronically across state and federal courts, adhering to jurisdictional requirements.</p><p>• Maintain direct contact with clients, providing updates and addressing inquiries in a timely manner.</p><p>• Utilize case management software to track and manage cases effectively.</p><p>• Leverage proficiency in Microsoft Office Suite and Adobe Acrobat to create, edit, and manage documents.</p><p>• Utilize the Automated City Register Information System (ACRIS) for accessing public records.</p><p>• Assist in handling civil and complex litigation cases.</p><p>• Develop and maintain positive client relations while ensuring a high level of professionalism.</p><p>• Employ excellent communication skills to effectively convey information verbally and in writing.</p>
<p><em>The salary range for this position is $150,000-$170,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘When is it okay for me to start making everything pumpkin spice flavored?’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description</strong></p><ul><li>Assist with development and maintenance of critical global accounting policies and help define ongoing process for technical accounting research and global policy setting</li><li>Monitor, understand and identify potential impact of new accounting and SEC standards on financial statements and disclosures</li><li>Assist to develop, maintain, and ensure compliance with internal controls related to global accounting policies and new accounting and reporting guidance issued by the SEC</li><li>Work closely with external auditors on complex technical issues and new guidance implementation</li><li>Respond to complex, non-routine accounting inquiries related to topics such as revenue recognition, purchase accounting, acquisitions, derivatives, leases, debt and equity transactions, share-based compensation and other matters</li><li>Develop content and facilitate training sessions for relevant accounting topics</li><li>Support key customers, including Treasury, Legal, Tax, Investor Relations, FP& A and operational teams as needed.</li></ul><p><br></p>
<p><strong>Marketing Project Manager - Ongoing Job Opportunity</strong></p><p>Are you an experienced Marketing Project Manager with a passion for overseeing dynamic creative campaigns and productively collaborating across multidisciplinary teams? Whether you're searching for project-based opportunities or aiming to expand your portfolio, we’re compiling professional profiles to connect talented individuals like you with businesses seeking excellence in marketing operations and strategic execution.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Marketing Project Manager, you will lead marketing projects from conception to delivery, ensuring alignment with organizational objectives. Your role will involve coordinating resources, driving team collaboration, and optimizing workflow timelines, all while holding quality benchmarks and performance standards. This role is not tied to a specific employer but can be matched to varying opportunities across industries requiring your skills.</p><p><br></p><p><strong>Core Responsibilities</strong></p><p><strong>Project Planning:</strong></p><ul><li>Define project goals, scope, deliverables, and timelines.</li><li>Develop detailed project plans, schedules, and milestones tailored for marketing deliverables.</li><li>Allocate resources, ensuring alignment with project needs and budgets.</li></ul><p><strong>Team Coordination:</strong></p><ul><li>Act as the key liaison between creative teams (designers, writers, developers) and marketing stakeholders.</li><li>Assign tasks and responsibilities while tracking progress across all contributors.</li><li>Oversee collaboration across departments like marketing, sales, and external vendors.</li></ul><p><strong>Communication:</strong></p><ul><li>Foster clear and consistent communication with all project stakeholders.</li><li>Deliver updates, project progress reports, and flag roadblocks promptly.</li><li>Ensure proper documentation of decisions, changes, and next steps for clarity and transparency.</li></ul><p><strong>Execution and Delivery:</strong></p><ul><li>Monitor the progress and quality of creative campaigns or deliverables.</li><li>Enforce strict quality control standards for assets such as branding, design adherence, and messaging.</li><li>Manage the revision process while seamlessly integrating feedback and approvals.</li></ul><p><strong>Budget and Resource Management:</strong></p><ul><li>Oversee budgets allocated for marketing campaigns or creative projects.</li><li>Track expenses and ensure cost-effectiveness and financial accountability.</li><li>Negotiate and manage relationships with external agencies, freelancers, and vendors as applicable.</li></ul><p><strong>Performance Measurement:</strong></p><ul><li>Define key performance indicators (KPIs) for respective campaigns and projects.</li><li>Analyze data linked to engagements, ROI, lead generation, or other metrics.</li><li>Present post-project evaluations with actionable insights for future improvements.</li></ul><p><br></p><p><br></p>
