<p><strong>Key Responsibilities</strong></p><ul><li>Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners. </li><li>Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed. </li><li>Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions</li><li>Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards. </li><li>Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.</li></ul><p><br></p><p><br></p>
Position Overview Robert Half is seeking a dedicated Customer Service detail oriented to join a team that supports insurance and annuity products within an inbound call center environment. In this role, you will provide high-quality service to financial advisors and clients by answering inquiries, troubleshooting account issues, and guiding users through product and system information. This position requires strong problem-solving skills, excellent communication, and the ability to research and interpret complex information. Agents typically manage 20–30 inbound calls per day. While not high-volume, calls often involve deeper analysis and research due to the long history and complexity of the products. Each day brings new challenges that require critical thinking, attention to detail, and the ability to navigate multiple systems efficiently. <br> Key Responsibilities Serve as the primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for routing to the appropriate partners. Educate clients and advisors on system procedures, company policies, and self-service options; escalate complex cases as needed. Respond to customer inquiries across multiple systems, providing clear, accurate information and collaborating with internal teams to resolve outstanding issues. Process routine transactions and account service requests submitted via web or paper forms, ensuring timely completion in alignment with service standards. Manage high-volume inbound and outbound calls while delivering prompt, accurate solutions; document all interactions in required systems for tracking and compliance. Conduct research on historical and complex product information to resolve unique or situational inquiries.
<p>At Robert Half, we help organizations build exceptional teams by connecting top talent with rewarding career opportunities. Our client is seeking a Customer Service Representative to join their growing team. The ideal candidate is professional, empathetic, and thrives in a fast-paced environment where delivering outstanding customer experiences is the priority.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, and chat</li><li>Provide accurate information about products, services, and company policies</li><li>Resolve customer concerns and issues effectively and courteously</li><li>Document customer interactions in CRM systems</li><li>Collaborate with team members to address customer needs and escalate cases as required</li><li>Identify opportunities to improve processes and enhance customer satisfaction</li><li>Uphold company standards for professionalism and confidentiality</li></ul><p><br></p>
<p>At Robert Half, we connect skilled professionals with organizations that depend on attentive and efficient personnel to keep their property operations running smoothly. Our client is seeking a Property Coordinator responsible for supporting property management activities and ensuring high levels of service for tenants and stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with day-to-day property management operations</li><li>Act as a point of contact for tenants, vendors, and service providers</li><li>Schedule and coordinate maintenance, repairs, and inspections</li><li>Prepare and maintain documents, reports, and lease files</li><li>Track and resolve tenant requests and issues in a timely manner</li><li>Support property managers with budgeting, invoices, and recordkeeping</li><li>Help with compliance and regulatory documentation as needed</li><li>Maintain organized electronic and physical filing systems</li></ul><p><br></p>
<p>Robert Half is seeking seasoned Customer Service Representatives in Charlotte, NC to support a premier client in the insurance industry. The Customer Service Representative will be responsible for inbound calls and account management, and is an excellent fit for dedicated, detail-oriented professionals. Apply to become a Customer Service Representative today!</p><p><br></p><p><strong>Onsite</strong></p><p><strong>Contract-to-hire</strong></p><p><strong>40 hours per week</strong></p><p><br></p><p>· Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners. </p><p>· Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed. </p><p>· Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions. </p><p>· Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards. </p><p>· Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance. </p>
We are looking for an experienced Financial Analyst to join our team in Austin, Texas. This is a long-term contract position offering the opportunity to work remotely while contributing to high-level financial operations. The ideal candidate will excel in analyzing complex financial data, managing risk, and supporting loan structures within a dynamic and regulated market environment.<br><br>Responsibilities:<br>• Conduct detailed financial analyses, including variance analysis and financial modeling, to support decision-making processes.<br>• Manage and monitor loan portfolios, focusing on risk assessment, delinquency trends, and covenant compliance.<br>• Prepare and submit structured reports related to collateral performance, securitization processes, and investor funding facilities.<br>• Utilize advanced data mining techniques and tools, such as SQL and Python, to streamline reporting and enhance accuracy.<br>• Collaborate with cross-functional teams, including credit, underwriting, treasury, and capital markets, to ensure compliance and resolve diligence exceptions.<br>• Develop and maintain dashboards and automated reporting systems to improve data integrity and reconciliation.<br>• Support audit and regulatory requirements by validating loan-level data and enforcing internal controls.<br>• Analyze and interpret market trends to provide insights into Non-QM loan execution and secondary market operations.<br>• Ensure adherence to financial regulations and internal policies while maintaining high standards of accuracy.<br>• Partner with stakeholders to address portfolio surveillance and risk monitoring needs.
We are looking for an experienced Shared Services Accounts Receivable Analyst II to join our team in Land O’ Lakes, Florida. In this role, you will manage secondary insurance balances across various payers, ensuring efficient claim denial resolution and accurate account follow-up. This position also involves front desk coverage at the Business Services Office, providing essential support while adhering to security protocols.<br><br>Responsibilities:<br>• Handle accounts receivable for secondary insurance balances, including commercial, Medicare Advantage, Blue Cross, Workers Comp, and auto insurance payers.<br>• Investigate and resolve claim denials, utilizing centralized routing processes and ensuring timely follow-up.<br>• Use internal systems such as Oracle, SharePoint, and the Patient Accounting System to manage financial data and ensure accuracy.<br>• Provide front desk coverage at the Business Services Office, maintaining established security procedures.<br>• Support the training and onboarding of new team members through shadowing and guidance.<br>• Assist in accounts receivable-related special projects as needed.<br>• Collaborate with other departments to streamline billing and collections processes.<br>• Ensure compliance with healthcare billing regulations and standards.<br>• Analyze financial classes and address complex account issues effectively.
We are looking for a skilled Accounts Receivable Specialist to join our team on a contract basis in Wilder, Kentucky. This position will focus on managing accounts receivable tasks while also providing secondary support for accounts payable functions. As part of a dynamic manufacturing environment, you will play a key role in ensuring smooth financial operations during this 3-month assignment.<br><br>Responsibilities:<br>• Process and post customer payments accurately into the accounting system.<br>• Prepare and submit invoices through various customer portals.<br>• Assist with collections on outstanding invoices to ensure timely payments.<br>• Support compliance efforts related to sales tax implementation.<br>• Record and process vendor invoices and purchase orders as needed.<br>• Collaborate with credit card holders to ensure proper expense coding.<br>• Maintain organized and accurate financial records.<br>• Communicate effectively with internal and external stakeholders to resolve payment discrepancies.<br>• Contribute to the overall efficiency of the accounting team by managing workload priorities.
<p>We are offering a long-term contract employment opportunity for a Client Service Representative in Las Vegas, NV. </p><p><br></p><p><strong>Key Responsibilities</strong> </p><ul><li>Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners. </li><li>Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed. </li><li>Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions. </li><li>Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards. </li><li>Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance. </li></ul><p><br></p>
<p>Our company is seeking a detail-oriented Contract Administrative Assistant to support daily office operations on a contract basis. The ideal candidate will be organized, proactive, and able to manage multiple tasks within a fast-paced environment. This assignment requires excellent communication skills, adaptability, and a commitment to high-quality administrative support. </p><p><br></p><p><strong><u>Key Responsibilities: </u></strong></p><ul><li>Provide general administrative support, including answering phones, managing emails, and coordinating appointments. </li><li>Prepare and edit correspondence, reports, and presentations as required. </li><li>Maintain and organize digital and physical files and records. </li><li>Schedule meetings, prepare agendas, and take meeting minutes. </li><li>Manage office inventory and order supplies as needed. </li><li>Assist with data entry and update company databases. </li><li>Support special projects and initiatives as assigned by management. </li><li>Liaise with internal teams and external partners as directed.</li></ul>
<p><strong>Plaintiff Personal Injury Attorney - Colorado</strong></p><p>Robert Half is partnering with a highly reputable personal injury law firm seeking a dynamic and client-focused <strong>Plaintiff Personal Injury Attorney</strong> for a direct-hire role. The premier firm is expanding its team and offers a clear trajectory to becoming first chair in trials. The ideal candidate will also contribute to <strong>business development</strong> strategies to drive the firm’s growth.</p><p><br></p><p>Key Responsibilities</p><ul><li><strong>Represent plaintiffs</strong> in personal injury cases, focusing on client advocacy and satisfaction.</li><li>Manage <strong>all phases of litigation</strong>, including drafting pleadings, managing discovery, preparing motions, conducting trials, and negotiating settlements.</li><li>Serve as <strong>second chair in trials</strong> with the opportunity to transition into <strong>first chair</strong> responsibilities.</li><li>Strategically execute legal case plans to achieve favorable client outcomes.</li><li>Apply a comprehensive understanding of the <strong>Colorado Rules of Civil Procedure</strong> to all litigation efforts.</li><li>Deliver outstanding client service through consistent communication and actively addressing concerns.</li><li>Collaborate with all staff for efficient case management.</li><li>Contribute to business development via networking and client relationship building.</li><li>Conduct legal research and draft persuasive legal documents.</li><li>Negotiate settlements with opposing counsel and insurance companies.</li><li>Remain current on legal trends in Colorado personal injury litigation.</li></ul><p><br></p><p>Qualifications</p><ul><li><strong>Juris Doctor (JD)</strong> degree and <strong>active Colorado Bar membership</strong>.</li><li>A minimum of <strong>2 years of experience</strong> handling Colorado personal injury matters.</li><li><strong>Proven second chair trial experience</strong>, with the capability to grow into a first chair trial role.</li><li>Strong working knowledge of the <strong>Colorado Rules of Civil Procedure</strong>.</li><li>Exceptional communication, negotiation, and interpersonal skills with a client-focused mindset.</li><li>Ability to manage multiple priorities, demonstrating professionalism, organization, and attention to detail.</li><li>Interest or experience in business development and client acquisition strategies is a plus.</li></ul><p><br></p><p>This position provides tremendous potential for <strong>professional growth</strong>, including opportunities to gain first chair trial experience and assume leadership responsibilities in a collaborative, client-oriented environment. The firm is committed to superior client advocacy and delivering personalized, high-quality legal services.</p><p>If you are passionate about personal injury law and eager to develop into a trial leader, please send your resume to mala.saraogi@roberthalf[dot][com] or call Mala at <strong>720.678.9516</strong> for immediate and confidential consideration.</p>
<p><strong>Customer Service / Segmentation Specialist II</strong></p><p><strong>Shift:</strong> Second Shift (3:30 PM – 12:00 AM)</p><p><strong>Schedule:</strong> Full-Time | Onsite</p><p><br></p><p><strong>Position Overview</strong></p><p>We are seeking two highly motivated <strong>Customer Service / Segmentation Specialist II</strong> professionals to support anticipated growth and workforce needs at an onsite operations location in Weston. This is a <strong>second-shift, onsite role</strong> requiring strong attention to detail, technical aptitude, and a commitment to quality and consistency.</p><p>In this role, you will function as a senior-level producer of pre-operative plans, contributing directly to departmental production targets. Demand continues to grow, and while overtime is infrequent, extended workweeks (55+ hours) may occasionally be required.</p><p><strong>This is not a remote position.</strong></p><p><strong>Core Shift Hours</strong></p><ul><li><strong>3:30 PM – 12:00 AM</strong></li><li>Overtime may be required based on business needs</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Create and manage cases using a proprietary case management system</li><li>Review CT scans to ensure conformity with established surgical protocols</li><li>Segment CT scans using specialized software to create accurate 3D anatomical bone models</li><li>Develop pre-operative surgical plans using digital bone models for robotically assisted total hip and knee replacement procedures</li><li>Review CT segmentations and surgical plans for:</li><li>Anatomical landmark accuracy</li><li>Implant sizing and positioning</li><li>Upload completed pre-operative plans to field-based personnel</li><li>Accurately document all activities in accordance with prescribed methods and procedures</li><li>Follow detailed work instructions to ensure consistent, high-quality output</li><li>Meet individual, team, and departmental production and quality targets</li></ul>
We are looking for a detail-oriented Inventory Clerk to join our team in Newark, New Jersey. This Contract to permanent position offers an opportunity to contribute to a dynamic manufacturing environment by ensuring accurate tracking and processing of inventory. The ideal candidate will have a keen eye for detail and a commitment to maintaining the quality and flow of materials and parts.<br><br>Responsibilities:<br>• Receive and inspect all incoming shipments, including raw materials, tools, and supplies, ensuring accuracy and quality.<br>• Process and document secondary parts received from external sources.<br>• Conduct audits on incoming inventory by counting, measuring, and verifying the quality of items.<br>• Communicate promptly with the team regarding any delays or issues to prioritize and avoid disruptions to customer shipments.<br>• Maintain accurate records of inventory using appropriate tracking systems.<br>• Assist in physical inventory checks and annual inventory reviews.<br>• Ensure proper storage and organization of materials to optimize workflow.<br>• Collaborate with other departments to ensure seamless inventory management.<br>• Report discrepancies or damaged goods promptly for resolution.
Robert Half Finance and Accounting Contract Talent is currently seeking an Accountant for our client. This role will focus on reconciliations, journal entries, and a high volume of invoice processing in support of multiple operating locations. The ideal candidate will be detail oriented, organized, and comfortable handling month end responsibilities while supporting daily accounting operations.<br><br>Key Responsibilities:<br>Prepare month end journal entries and other entries as needed.<br>Process accounts payable and accounts receivable for multiple entities or locations.<br>Generate month end reports and assist in the preparation of financial statements.<br>Perform monthly reconciliations of key general ledger accounts and support year end audit processes.<br>Record deposits in the accounting system.<br>Set up new vendors in the accounting system.<br>Maintain W9 and insurance records for active vendors.<br>Process 1099 forms at year-end.<br>Prepare monthly sales tax filings.<br>Provide support in training administrative staff and offer ongoing accounting guidance.<br><br>Secondary Responsibilities<br>Cross train to complete daily bank deposits in the event of a coworker absence.<br>Attend and participate in meetings and training as directed by company policy and leadership.<br>Assist with other duties as assigned.<br><br>Qualifications<br>Experience with reconciliations, journal entries, and invoice processing.<br>Strong attention to detail and ability to manage multiple priorities.<br>Comfortable working with accounting systems and generating financial reports.<br>Knowledge of accounts payable, accounts receivable, and general ledger processes.<br><br>If you meet the qualifications and are ready to take the next step, call us at (314) 262-4344 for immediate consideration. We look forward to speaking with qualified candidates!
We are seeking a Senior Associate to join our team!<br><br>Senior Associates are responsible to all levels above the Senior Associate level. Senior Associates simultaneously conduct multiple engagements, maintaining secondary contact with clients. This level is the first-line direct supervisor of In-Charge Associates and Associates. A Senior Associate displays technical and communication skills, and judgement essential for developing staff and dealing with clients. CPE will be more focused on specific technical areas, and management training begins.<br><br>What your day looks like:<br><br>Directs engagements, which includes the timeline, budget, schedule, and Associates required.<br>Reviews and prepares workpapers.<br>Assures compliance with federal, state, and local laws and regulations.<br>Assists with research and planning according to the current laws and/or Generally Accepted Accounting Principles (GAAP).<br>May begin to specialize in one specific area of the Firm’s practice.<br>Supervises In-Charge Associates and Associates.<br>May be responsible for several jobs at one time.<br>Participates in proposals and other practice development/marketing activities.<br>What you need for this role:<br><br> Bachelor’s degree in Accounting.<br> Master’s degree in Accounting preferred.<br> 4+ years of public accounting experience preferred.<br>CPA designation preferred.<br>Intermediate to advanced level Microsoft Office Suite.<br>ProSystems, Engagement or other related software experience preferred.<br>Strong communication, organizational, and analytical skills.<br>Highly motivated.<br>Willing to stay up to date through continuing education and continuous reading of professional journals.<br>Ability to supervise and train Associates.<br>Ability to interact well with clients.<br>Involved in community/business associations.
<p>A well-established and growing professional services firm is seeking a <strong>Staff Accountant</strong> to join their accounting team. This opportunity offers the chance to play a pivotal role in the firm’s financial operations while contributing to a forward-looking modernization effort. This role is ideal for a proactive, detail-oriented professional seeking growth opportunities, with the potential to move into a leadership role in the future.</p><p><br></p><p><strong>Responsibilities Include:</strong></p><ul><li><strong>Accounts Payable:</strong> Manage light AP processing and assist with wire transfers and client funds.</li><li><strong>Bank Reconciliations:</strong> Partner with the team to reconcile trust accounts and ensure accuracy of high-volume transactional ledgers.</li><li><strong>Wire Transfers:</strong> Monitor, verify, and execute wire transfers while ensuring proper documentation and compliance.</li><li><strong>General Ledger Reviews:</strong> Review thousands of ledger entries to ensure financial balance and correct allocation of funds.</li><li><strong>Backup Payroll Support:</strong> Serve as a secondary resource for payroll processing and compliance.</li><li><strong>Problem Solving:</strong> Investigate and resolve discrepancies or issues related to transactions, accounts, and retainers.</li></ul>
<p>Robert Half is looking for an experienced Commercial Real Estate Paralegal on a long-term contract basis supporting one of our Twin Cities clients. This role is 100% remote with a candidate preferred to be in Minnesota or the Midwest. In this role, you will play a pivotal part in managing real estate loan files, overseeing due diligence, and ensuring readiness for closing. The ideal candidate thrives in a fast-paced environment, is highly detail-oriented, and has extensive experience working on lender-side transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee real estate loan files from the issuance of term sheets through closing preparation.</p><p>• Review title commitments, address exceptions, and facilitate final title policy issuance.</p><p>• Coordinate and evaluate appraisals to ensure compliance with lender guidelines and engagement terms.</p><p>• Manage environmental reviews, surveys, and other third-party due diligence requirements.</p><p>• Incorporate investor and secondary market provisions into standard loan documentation.</p><p>• Collaborate with appraisers, title companies, and internal teams to ensure deadlines are met.</p><p>• Partner with the internal closer to transfer files and align on final closing steps.</p><p>• Provide training and guidance to enhance familiarity with commercial real estate procedures.</p><p>• Track progress on transactions and provide regular updates to stakeholders.</p><p>• Maintain organized documentation and promptly address any discrepancies or risks.</p>
<p><strong>Corporate & Mergers & Acquisitions Attorney with Boutique Firm</strong></p><p>A well‑established boutique business law firm in Atlanta is seeking an experienced <strong>Corporate & Mergers & Acquisitions Attorney</strong> to join its growing team. This is a full‑time, on‑site role in the firm’s Buckhead office, supporting a sophisticated corporate and transactional practice. The firm offers a collaborative environment, high‑level deal exposure, and strong opportunities for professional growth.</p><p><br></p><p><strong>About the Corporate & Mergers & Acquisitions Attorney Opportunity</strong></p><p>This attorney will handle a diverse range of complex corporate and transactional matters, with a particular focus on <strong>mergers and acquisitions</strong>, <strong>joint ventures</strong>, and <strong>strategic business transactions</strong>. The role is ideal for someone who enjoys meaningful client interaction, increased responsibility, and the ability to manage matters with a high degree of independence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and negotiate primary and secondary transaction documents for corporate deals</li><li>Oversee and coordinate due diligence efforts for acquisitions, dispositions, joint ventures, and other strategic transactions</li><li>Advise clients on general corporate issues, including formations, governance, commercial agreements, and financing matters</li><li>Support transactions from initial structuring and planning through closing and post‑closing implementation</li><li>Work directly with firm leadership and clients to manage multiple matters efficiently and autonomously</li><li>Partner with internal teams and external advisors to ensure seamless execution of transactional work</li></ul><p><br></p>
We are looking for a detail-oriented Sales Support team member to join our team in Omaha, Nebraska. In this role, you will provide critical assistance to the sales team by facilitating communication, managing multiple projects, and ensuring seamless operations. Ideal candidates will possess exceptional organizational skills and thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Provide comprehensive support to Inside and Outside Sales teams, ensuring effective communication and collaboration.<br>• Utilize Microsoft Teams for daily interactions, including chats, video calls, and screen sharing.<br>• Monitor and document multiple data points while managing several projects simultaneously with a high level of accuracy.<br>• Uphold the company’s quality standards and compliance policies in all tasks.<br>• Demonstrate commitment to the organization's core values of Caring, Adding Value, and Teamwork.<br>• Troubleshoot and resolve customer and team issues efficiently, ensuring satisfaction and timely resolution.<br>• Maintain strong attention to detail while managing competing priorities.<br>• Prepare and interpret data using tools such as Excel, including graphs and statistical analysis.<br>• Perform basic mathematical operations such as calculating rates, ratios, and percentages to support sales-related tasks.<br>• Ensure timely completion of assignments by working at a pace above average.
<p><em>The salary range for this role is $120,000 - $125,000 plus bonus, 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>Don’t settle or waste your time with ‘Competitive Pay Rates’ nonsense. </p><p><br></p><p><strong>JOB RESPONSIBILITIES:</strong></p><p>· Provide immediate supervision and ongoing qualitative monitoring of employees responsible for accounts payable, and petty cash reimbursement</p><p>· Sets a positive example for employees, is a role model. Supports and trains employees on appropriate strategies using the 5 S’s and therapeutic de-escalation skills</p><p>· Promotes professional growth in employees, fostering strengths and redirecting efforts as necessary</p><p>· Ensure employees attend training related to being trauma informed-at least two every twelve months</p><p>· Mediate personnel conflicts with respect and dignity</p><p>· Understand the impact of secondary trauma and workplace stress and use strategies to prevent, minimize and/or help employees heal and recover</p><p>· Ensure assessment tools used to inform practice and treatment include screens for trauma exposure</p><p>· Maintain fidelity of trauma focused interventions and treatment modalities</p><p>· Holds regular (at least bi-weekly), documented supervision of supervisees</p><p>· Actively involved in planning and delivery of training related to own area of expertise and needs of programs supervised</p><p>· Ensure overall timeliness and accuracy of general ledger processing</p><p>· Maintain chart of accounts</p><p>· Conduct monthly and year-end general ledger closings and internal financial statement and schedule preparation</p><p>· Responsible for the accounting of restricted assets and coordinates that activity with the Development department, including qualitative balancing checks of each fund and various accounts</p><p>· Review the allocation cost methodology routinely to ensure costs are being properly shared between programs </p><p>· Update the A/P staff routinely with current allocations</p><p>· Coordinate annual independent audit, including preparation of Agency audited financial statements</p><p>· Assist CFO in preparation of annual cost reports and annual CFR</p><p>· Other duties, as needed.</p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>
<p>POTENTIAL HYBRID FLEX</p><p>Robert Half Finance & Accounting has partnered with a highly successful financials institution as they look to add an experienced Sr. Credit Analyst to their team. As the successful candidate, you'll take the lead on analyzing new and complex commercial loan requests, identifying and managing credit risk, and ensuring all credits align with bank policy and regulatory guidelines. You’ll partner closely with loan officers, structure sound credit solutions, and present findings to leadership. Key responsibilities include deep financial analysis, independent industry research, managing loan presentations, overseeing the commercial appraisal and secondary market QC programs, and supervising junior analysts.</p><p><br></p><p>This role does offer eventual hybrid flex! </p>
<p><em>The salary range for this position is $100,000 - $112,000 plus bonus, 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>Upgrade your cold weather season with a role that pays more, and respects your work-life balance.</p><p><br></p><p><strong><u>Job Description</u></strong></p><ul><li>Knowledge of</li><li>IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.</li><li>Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc.</li><li>Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.</li><li>Exposure to and/or interest in:</li><li>The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.</li><li>Analytics and technology enablement (automation, AI/ML, intelligent audit tools, and cognitive technologies).</li><li>Evaluating, summarizing, organizing, and interpreting data.</li><li>Establishing and cultivating business relationships and a professional network.</li><li>Ability to translate and communicate technology topics and audit issues to client personnel, including executives.</li><li>Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.</li><li>Experience performing documentation of findings and summarizing recommendations.<strong><u> </u></strong></li></ul><p><br></p>
<p>Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date</p><p>• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients</p><p>• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns</p><p>• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management</p><p>• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships</p><p>• Identify opportunities to improve the tax process</p><p>• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance</p><p>• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation</p><p>• Perform duties related to the Annual Income Tax Provision and auditing</p><p>• Carry out other tasks as assigned to ensure the smooth running of the department.</p>
<p>Demonstrated experience with: </p><p>Serving as a Workday solution architect and workstream lead for HCM and Payroll. </p><p>Serving as a project manager over large, complex Workday HCM and payroll implementations </p><p>Developing Workday HCM and payroll implementation plans, including estimating the level of effort, timing and costs </p><p>Leading / managing future state design and process improvement projects focused on HCM and Payroll business functions. </p><p>Functional and systems experience focused on HCM and Payroll business functions. </p><p>Designing and implementing Workday HCM and Payroll with key responsibilities including leading and facilitating: requirements definition, design workshops, testing, data conversion, training, cutover, and post go-live support. </p><p>Designing and architecting Workday HCM and Payroll configurations, including core HCM, Compensation, Advanced Comp, Benefits Administration, Payroll and integrations with other systems. </p><p>Implementing best practices for Workday HCM and Payroll to ensure data accuracy, security, and compliance with applicable standards. </p><p>Conducting gap analysis between business needs and Workday capabilities, recommending solutions or enhancements. </p><p>Leading and performing Workday application control reviews and risk assessments. </p><p>Assessing a Workday platform in the context of a Sarbanes-Oxley compliance effort is a plus. </p><p>Knowledge of segregation of duties concepts, sensitive access and experience in user access security including design and configuration of Workday. </p><p>Establishing and cultivating business relationships and a professional network, including with senior executives. </p><p>Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele. </p><p>Strong network and relationship with Workday Account Executives and Services leadership and demonstrated experience leveraging that network to identify and bring in new Workday opportunities. </p><p>Demonstrated ability to develop Workday implementation and optimization proposals and lead oral presentations for potential clients </p><p>Demonstrated ability building a Workday practice including training other team members, developing methodologies and tools to facilitate Workday implementations, making them more efficient and consistent. </p><p>Ability to translate and communicate issues, risks or challenges to client personnel, including executives. </p><p>Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate. </p>
