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7592 results for Zhe jobs
- Wyoming, MI
- onsite
- Temporary / Contract
- 19.00 - 24.00 USD / Hourly
- <p>We are looking for a detail-oriented Dispatcher to support daily delivery operations in Wyoming, Michigan. This Long-term Contract position is ideal for someone who can coordinate driver activity, manage route updates, and keep fast-paced dispatch workflows running smoothly. The role combines logistics coordination, real-time problem solving, and driver support to help ensure timely and accurate service throughout each shift.</p><p><br></p><p>Full-Time Dispatch</p><ul><li>There are 2 weekly shifts: Sunday - Wednesday and Wednesday - Saturday</li><li>These are 4, 10 hour days with a 30-minute lunch included</li><li>6am-4:30pm (local time)</li></ul><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day dispatch operations for a large group of drivers, tracking route activity and responding quickly to changing delivery needs.</p><p>• Use dispatch and routing systems to create, adjust, and maintain accurate delivery schedules and status information.</p><p>• Prepare the site for departures by receiving incoming vehicles, organizing package staging, and supporting route readiness before loadout begins.</p><p>• Guide drivers through check-in and check-out processes, answer delivery-related questions, and provide coaching on service expectations and compliance standards.</p><p>• Handle end-of-shift follow-up by resolving delivery exceptions, documenting outstanding issues, and preparing clear turnover notes for the next dispatch team.</p><p>• Monitor drivers while they are on route, identify service disruptions, and escalate technical, payment, or policy concerns to the proper internal contacts.</p><p>• Review proof-of-delivery records and photos to confirm completeness, flag discrepancies, and ensure required corrections are documented.</p><p>• Maintain reliable coverage across dispatch stations and assist with package sorting during higher-volume periods when operational support is needed.</p>
- 2026-11-13T15:48:43Z
- Baytown, TX
- onsite
- Temporary / Contract
- 28.00 - 28.00 USD / Hourly
- <p>We are looking for a Recruiting Coordinator to support a short-term Contract assignment in Baytown, Texas. This opportunity is ideal for someone who thrives in a fast-paced hiring environment and can help drive recruiting activity. The person in this position will play a key part in identifying entry-level manufacturing talent, coordinating candidate outreach, and keeping the interview process organized and efficient. Baytown, Texas (77523) </p><p><br></p><p>Responsibilities:</p><p>• Support recruitment efforts for Pipe Mill positions by managing a high volume of candidate activity throughout the project.</p><p>• Identify and engage entry-level manufacturing talent through proactive sourcing methods and candidate outreach.</p><p>• Review incoming resumes to assess alignment with hiring needs and move suitable applicants through the process.</p><p>• Conduct initial candidate contact calls to discuss interest, availability, and basic qualifications.</p><p>• Coordinate and schedule interviews with candidates and hiring teams while maintaining timely communication.</p><p>• Track applicant progress accurately within the applicant tracking system and ensure recruiting records remain up to date.</p><p>• Assist with onboarding-related coordination as needed to help create a smooth hiring experience.</p><p>• Provide hands-on support across day-to-day recruiting tasks to help meet project timelines over the 2-4 week assignment.</p>
- 2026-11-13T15:43:44Z
- Westbrook, ME
- onsite
- Temporary / Contract
- 39.59 - 50.00 USD / Hourly
- We are looking for an experienced Sr. Auditor to support audit and compliance activities for a food and food processing organization in Westbrook, Maine. This Contract position will play a key role in coordinating documentation, responding to audit inquiries, and helping prepare year-end schedules to keep financial and operational reviews on track. The ideal candidate brings hands-on experience supporting audits from within a company environment and is comfortable working with complex data, Excel-based reconciliations, and enterprise systems.<br><br>Responsibilities:<br>• Coordinate the collection and organization of records needed for financial, operational, and SOX-related audit reviews.<br>• Respond promptly to auditor requests by gathering supporting documentation and clarifying information from internal teams.<br>• Prepare and maintain year-end schedules that contribute to efficient audit execution and accurate reporting.<br>• Perform reconciliations across system-generated data and spreadsheets to confirm completeness, accuracy, and consistency.<br>• Review audit findings and help track follow-up actions to support timely resolution of identified issues.<br>• Assist with the execution of audit plans by monitoring required deliverables, timelines, and supporting evidence.<br>• Work within ERP and reporting tools to extract information, validate results, and present data in a usable format for audit purposes.<br>• Support accounts payable and other transactional review activities through precise data handling and detailed record verification.
- 2026-11-13T15:28:46Z
- Long Beach, CA
- onsite
- Temporary to Hire
- 22.80 - 26.40 USD / Hourly
- We are looking for a Dispatcher to support facility maintenance operations in the Oil & Gas industry. This contract position with potential for a permanent opportunity is ideal for someone who can keep service activity organized, communicate clearly with technicians and vendors, and help ensure maintenance requests are handled efficiently from start to finish. The role works in a fast-moving environment where strong follow-through, sound judgment, and accurate recordkeeping are essential to daily success.<br><br>Responsibilities:<br>• Build and maintain recurring maintenance schedules across daily, weekly, monthly, and annual service activity.<br>• Assign work to internal technicians and coordinate external vendors, equipment, and related resources to address site needs effectively.<br>• Monitor open service requests, repairs, upgrades, and other maintenance matters to drive timely completion and closeout.<br>• Keep service histories, equipment documentation, and site records current, accurate, and readily accessible.<br>• Review priorities for incoming calls and ensure each issue receives the appropriate level of urgency and response.<br>• Order required parts and confirm that warranty claims, approvals, invoicing, and core return processes are completed properly.<br>• Support technician operations by helping manage vehicle inventory checks and coordinating certification scheduling as needed.<br>• Gather quotes and proposals, assist with cost comparisons for repair-versus-replacement decisions, and prepare operational reports and maintenance paperwork.
- 2026-11-09T21:48:44Z
- Lakewood, NJ
- onsite
- Temporary / Contract
- 22.00 - 26.00 USD / Hourly
- <p>We are looking for a detail-oriented Buyer to support materials planning and purchasing activities for a manufacturing company in Ocean County, New Jersey. This Long-term Contract position focuses on keeping material supply aligned with production needs, improving continuity across the supply chain, and helping maintain product quality standards. The role works closely with internal teams and suppliers to anticipate demand, address shortages, and support efficient planning throughout the product lifecycle.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchasing activities to secure materials needed for production and maintain reliable supply coverage.</p><p>• Monitor stock levels and usage patterns to keep inventory balanced while supporting schedule attainment.</p><p>• Review demand signals, material requirements, and production plans to help ensure timely availability of components.</p><p>• Work with suppliers on order status, delivery timing, and performance issues to reduce disruptions and improve service.</p><p>• Assist with supplier agreements and purchasing terms in alignment with company guidelines for cost, quality, and delivery expectations.</p><p>• Identify supply chain concerns, market developments, and vendor-related risks, then communicate findings and recommendations to leadership.</p><p>• Partner with production, quality, and engineering teams to confirm material specifications and support operational readiness.</p><p>• Contribute to planning activities across pre-production, launch, and ongoing manufacturing to support smooth material flow through the product lifecycle.</p><p>• Follow established company procedures and standards while supporting continuous improvement in planning and procurement processes.</p>
- 2026-11-13T15:18:45Z
- Eden Prairie, MN
- remote
- Temporary to Hire
- 59.60 - 70.41 USD / Hourly
- <p>I am looking for a highly experienced, hands-on Senior Security Engineer who specializes in CrowdStrike Falcon to take ownership of its enterprise endpoint security environment and help mature its global cybersecurity program.</p><p>This is more than a SOC or security monitoring role. They need someone who can serve as the CrowdStrike subject matter expert, managing and optimizing the platform, developing detection capabilities, proactively hunting threats, and leading incident response.</p><p><br></p><p>Responsibilities:</p><ul><li>Own and administer the CrowdStrike Falcon platform across a large enterprise environment.</li><li>Manage Falcon modules, including Prevent, Insight, Spotlight, Discover, and Identity Threat Protection.</li><li>Develop custom detection rules, prevention policies, and threat intelligence.</li><li>Lead threat investigations involving ransomware, compromised accounts, and advanced threats.</li><li>Perform proactive threat hunting, incident response, and root cause analysis.</li><li>Integrate CrowdStrike with Microsoft Sentinel, Defender XDR, Entra ID, and ServiceNow.</li><li>Automate security processes using PowerShell, Python, and CrowdStrike APIs.</li><li>Manage endpoint vulnerabilities and coordinate remediation efforts.</li><li>Serve as a senior escalation point and mentor for security operations teams.</li></ul>
- 2026-11-09T20:58:43Z
- Mount Kisco, NY
- onsite
- Permanent / Full Time
- 125000.00 - 200000.00 USD / Yearly
- <p>We are looking for an experienced finance leader to guide and expand a sophisticated family office services practice. This role partners closely with senior leadership to manage complex client relationships, strengthen team performance, and elevate the quality and consistency of service delivery. The ideal candidate brings deep accounting and financial insight, strong judgment, and the ability to create structure in situations involving intricate wealth arrangements and competing priorities.</p><p><br></p><p>Responsibilities:</p><p>• Direct financial oversight for complex family office client engagements, ensuring accurate analysis, timely execution, and high-quality deliverables.</p><p>• Partner with practice leadership to shape scalable operating procedures, improve service workflows, and support continued growth of the business.</p><p>• Lead, mentor, and develop team members by providing guidance, setting expectations, and fostering strong, detail-oriented performance.</p><p>• Review budgeting, financial reporting, and cash flow activities for ultra-high-net-worth families and related entities with a high degree of precision.</p><p>• Coordinate across advisors and stakeholders to address trust, tax, and entity-related matters within multifaceted family structures.</p><p>• Translate incomplete or fragmented financial information into clear recommendations and practical next steps for clients and internal teams.</p><p>• Identify opportunities to enhance reporting tools, technology usage, and overall operational effectiveness across the practice.</p><p>• Maintain strong client relationships by delivering responsive service, sound financial leadership, and thoughtful problem-solving on sensitive matters.</p>
- 2026-11-13T14:44:09Z
- Memphis, TN
- onsite
- Permanent / Full Time
- 70000.00 - 75000.00 USD / Yearly
- We are looking for an experienced Grants Accountant - Senior to oversee the financial administration of sponsored awards in Memphis, Tennessee. This role supports post-award accounting activities, monitors grant spending, and helps ensure accurate reporting and compliance with applicable accounting standards and sponsor requirements. The ideal candidate brings strong analytical skills, clear communication, and the ability to manage deadlines independently while maintaining confidentiality and professionalism.<br><br>Responsibilities:<br>• Manage the post-award financial activities for a portfolio of grant-funded programs across the organization and affiliated entities.<br>• Review invoices, financial statements, and supporting documentation to confirm accuracy, resolve discrepancies, and maintain reliable records.<br>• Prepare journal entries, perform account reconciliations, and analyze balances to support accurate general ledger reporting.<br>• Monitor grant expenditures against approved budgets and identify variances, trends, or compliance concerns for timely follow-up.<br>• Track grant agreements and reporting deadlines to help ensure submissions are completed on schedule and status updates are clearly communicated.<br>• Partner with operational leaders and award-owning departments to provide financial guidance on grant activity, restrictions, and spending performance.<br>• Support broader accounting operations through financial analysis, month-end close tasks, variance review, and ad hoc reporting requested by leadership.<br>• Escalate emerging issues, document progress on assigned work, and recommend practical solutions to improve processes and financial oversight.
- 2026-11-13T14:18:45Z
- Louisville, KY
- onsite
- Temporary / Contract
- 38.00 - 44.00 USD / Hourly
- We are looking for an experienced Sr. Accountant to support core accounting operations for a long-term contract opportunity in Louisville, Kentucky. This position will focus on maintaining accurate financial records, completing reconciliations, and strengthening the integrity of general ledger activity across the close cycle. The ideal candidate brings deep accounting expertise, strong analytical skills, and the ability to work comfortably within large ERP environments while managing detailed financial data.<br><br>Responsibilities:<br>• Perform detailed reconciliations for accounts, bank activity, and balance sheet items to ensure accuracy and timely issue resolution.<br>• Prepare and post journal entries while maintaining well-organized supporting documentation for audit readiness and compliance.<br>• Manage month-end close responsibilities by reviewing financial activity, validating account balances, and meeting reporting deadlines.<br>• Monitor general ledger transactions and investigate variances or discrepancies to preserve the integrity of financial statements.<br>• Conduct inventory analysis and assist with inventory audit activities by reviewing records, identifying exceptions, and supporting corrective actions.<br>• Work within systems such as NetSuite, Oracle, or SAP to extract financial data, review transactions, and support accounting processes.<br>• Use advanced Excel capabilities to analyze large datasets, create reconciliations, and summarize findings for stakeholders.<br>• Support accounting process improvements, including responsibilities related to system or workflow changes when needed.
- 2026-11-13T14:08:43Z
- Framingham, Ma, MA
- onsite
- Temporary / Contract
- 19.00 - 21.45 USD / Hourly
- We are looking for a dependable Medical Receptionist to support a busy healthcare office in Massachusetts. This Contract position is ideal for someone who enjoys creating a welcoming patient experience while keeping front-desk operations organized and efficient. The person in this role will manage daily administrative activities, assist with patient flow, and help maintain accurate records in a detail-oriented clinical setting.<br><br>Responsibilities:<br>• Welcome patients upon arrival, provide courteous front-desk assistance, and help create a positive first impression of the office.<br>• Manage patient intake and departure processes by confirming information, updating records, and ensuring visits are documented accurately.<br>• Coordinate appointment-related tasks, including patient scheduling support and communication at the reception area.<br>• Open the office at the start of the day and complete closing procedures independently when coverage requires it.<br>• Organize, retrieve, and maintain medical records with attention to confidentiality and accuracy.<br>• Answer routine front-office inquiries and direct patients or visitors to the appropriate staff member as needed.
- 2026-11-13T14:04:41Z
- Atlanta, GA
- onsite
- Temporary to Hire
- - USD / Hourly
- <p>We are looking for an experienced Attorney to support a government legal team in Atlanta, Georgia. This role focuses on providing legal guidance across environmental, municipal, and public-sector matters while partnering with departments that oversee water systems, sustainability initiatives, airport-related operations, and city governance. The position offers a hybrid schedule with four days onsite and one day remote and is well suited for a senior attorney who can deliver practical counsel, interpret local ordinances, and advise stakeholders on complex regulatory issues.</p><p><br></p><p>Responsibilities:</p><p>• Provide legal counsel on environmental matters involving drinking water, wastewater, stormwater, treatment operations, regulatory compliance, waste management, contamination issues, and remediation efforts.</p><p>• Advise government departments and leadership on municipal legal issues, including the interpretation of local ordinances, policy development, and legislative matters.</p><p>• Support legal work tied to public utility operations, including billing disputes, appeals, collections, service agreements, real estate matters, and land use considerations.</p><p>• Partner with teams overseeing major public infrastructure and transportation operations, including airport-related legal matters and sustainability-focused initiatives.</p><p>• Review, draft, and negotiate contracts and other legal documents to protect organizational interests and ensure compliance with applicable laws and regulations.</p><p>• Provide guidance to governing bodies and internal stakeholders on proposed legislation, risk exposure, and legal strategy connected to city operations.</p><p>• Collaborate with cross-functional teams to resolve complex public-sector legal issues and help manage sensitive matters affecting municipal services.</p><p>• Contribute senior-level legal judgment in a fast-paced environment with immediate staffing needs and potential long-term conversion to permanent employment.</p>
- 2026-11-09T18:13:45Z
- Richmond, VA
- remote
- Temporary / Contract
- 17.00 - 17.00 USD / Hourly
- We are looking for a detail-oriented Fraud Investigator to support platform safety and help protect users through timely, accurate review of suspicious activity. This Long-term Contract position is based in Richmond, Virginia, and offers an opportunity to work in a fast-moving environment where strong judgment, organization, and clear communication are essential. The person in this role will investigate fraud trends, evaluate customer appeals, and contribute to secure, compliant operations across the platform.<br><br>Responsibilities:<br>• Monitor transactions and account activity in real time and through historical analysis to identify unusual behavior and reduce fraud risk.<br>• Investigate suspected fraud patterns, including potential account compromise and other suspicious platform activity, and document findings clearly.<br>• Manage a steady volume of inbound appeals by organizing priorities effectively and responding within expected timeframes.<br>• Escalate sensitive or complex cases to internal teams when needed, ensuring issues are addressed thoroughly and efficiently.<br>• Carry out recurring operational reviews with strong attention to accuracy while identifying ways to streamline workflows.<br>• Analyze data points and case details to support sound, customer-focused decisions that align with compliance expectations.<br>• Help maintain a secure and stable user experience by following established procedures and supporting risk prevention efforts.
- 2026-11-09T17:28:45Z
- Cockeysville, MD
- remote
- Temporary to Hire
- 23.75 - 27.50 USD / Hourly
- We are looking for a detail-oriented Paralegal to join a legal team in Maryland in a contract-to-permanent capacity. This role supports attorneys and clients across active matters by keeping communication organized, documents accurate, and deadlines on track. The ideal candidate is comfortable working in a fast-paced legal environment, handles sensitive information with discretion, and brings strong judgment when coordinating case activity and client needs.<br><br>Responsibilities:<br>• Guide new clients through the intake process by arranging consultations, gathering relevant records, and preparing engagement materials for attorney review.<br>• Maintain attorney and matter calendars by scheduling meetings, calls, and hearings while monitoring response dates, filing deadlines, and required follow-up actions.<br>• Draft, edit, and proofread routine legal correspondence, forms, and supporting documents for submission after attorney approval.<br>• Organize case files, exhibits, and records so materials are complete, accessible, and ready for filings, hearings, or other legal proceedings.<br>• Communicate with courts, state boards, and government agencies regarding scheduling, filing procedures, document status, and case updates.<br>• File approved documents through appropriate channels, track confirmations, and escalate missing information or timing concerns before deadlines are impacted.<br>• Support billing operations by preparing draft time entries, maintaining accurate matter records, and recording time promptly and thoroughly.<br>• Monitor outstanding client balances, send payment reminders as directed, document client responses, and elevate disputes or payment arrangement requests to the attorney.
- 2026-11-09T16:38:43Z
- Ridgefield, CT
- onsite
- Temporary to Hire
- 21.00 - 22.00 USD / Hourly
- We are looking for a Client Care Coordinator to support a non-profit organization in Ridgefield, Connecticut by delivering responsive, compassionate service to clients and their families. This contract-to-permanent opportunity is ideal for someone who excels at communication, organization, and building trust while coordinating care needs. In this role, you will help maintain accurate client records, support caregiver-client alignment, and contribute to a positive service experience from initial follow-up through ongoing care coordination.<br><br>Responsibilities:<br>• Maintain consistent communication with clients and families to confirm satisfaction, identify changing needs, and resolve concerns in a timely manner.<br>• Collect, review, and update medical and personal details in client records while handling sensitive information with discretion and regulatory awareness.<br>• Partner with clients and caregivers to align each family with the most appropriate caregiver based on care requirements, preferences, and availability.<br>• Organize schedules and facilitate clear communication between clients and caregivers to promote dependable, uninterrupted service.<br>• Work closely with internal team members to strengthen service delivery practices and improve the overall client experience.<br>• Provide day-to-day assistance to clients and family members with empathy, professionalism, and a solutions-focused approach.<br>• Monitor ongoing care arrangements and escalate issues when needed to help ensure quality support and continuity of care.
- 2026-11-09T16:24:04Z
- Simpsonville, SC
- onsite
- Temporary to Hire
- 22.80 - 26.40 USD / Hourly
- <p>We are looking for a detail-oriented Data Specialist to support operations through accurate reporting, data analysis, and cross-functional coordination in South Carolina. This contract position with permanent potential is ideal for someone who enjoys working with spreadsheets, maintaining data integrity, and helping improve supply chain visibility through organized, reliable information. The selected candidate will play an important role in tracking logistics activity, supporting distribution processes, and communicating clearly with internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Build and manage Excel-based reports using functions such as VLOOKUP to organize large data sets and present findings clearly.</p><p>• Support data integration activities between reporting tools and operational platforms to improve consistency and accessibility.</p><p>• Monitor product and transportation cost information, helping teams track expenses and maintain reliable cost-related records.</p><p>• Review data for errors or missing details and resolve issues through careful research, follow-up, and documentation.</p><p>• Assist with logistics-related process updates and system-related data changes as needed while maintaining continuity in daily reporting activities.</p>
- 2026-11-09T13:58:42Z
- Covington, GA
- onsite
- Temporary / Contract
- 38.00 - 40.00 USD / Hourly
- We are looking for a detail-focused Project Assistant to support construction project operations in Covington, Georgia. This Long-term Contract position works closely with project and cost management teams to help maintain accurate documentation, monitor workflow progress, and support the financial health of active projects. The role is well suited for someone who thrives in structured processes, communicates clearly, and can keep multiple tasks moving on schedule.<br><br>Responsibilities:<br>• Coordinate change order documentation and enter updates accurately into project tracking systems to support timely review and approval.<br>• Partner with the Construction Cost Manager and project team to maintain organized workflows and promote accountability across project activities.<br>• Communicate progress, documentation status, and open items to external cost control contacts and other project stakeholders.<br>• Respond to information requests from third-party firms by gathering records, verifying details, and providing complete follow-up.<br>• Help protect project financial performance by supporting cost-related processes from early planning through project closeout.<br>• Track schedules, deadlines, and outstanding action items to keep construction activities aligned with established timelines.<br>• Scan, organize, and maintain project files so documentation remains complete, accessible, and audit-ready.
- 2026-11-09T13:28:42Z
- Auburn, ME
- remote
- Temporary / Contract
- 19.95 - 21.00 USD / Hourly
- We are looking for a detail-oriented Small Market Sales Assistant to provide administrative and coordination support for sales leaders and high-performing representatives in Auburn, Maine. This Long-term Contract position is ideal for someone who enjoys keeping workflows organized, preparing client-facing materials, and supporting day-to-day sales operations with accuracy and professionalism. The right candidate will be comfortable using business applications to manage correspondence, track activity, and help keep submissions moving on schedule.<br><br>Responsibilities:<br>• Support sales leaders and representatives by handling administrative tasks that keep daily operations organized and efficient.<br>• Coordinate submission activities from intake through completion, ensuring timelines are met and required information is properly documented.<br>• Prepare, format, and distribute correspondence, reports, and other business documents for clients and referral partners.<br>• Maintain accurate records of sales activity and updates within CRM and related business systems.<br>• Communicate with clients, referral sources, and internal sales contacts to gather information and provide status updates.<br>• Use Outlook, word processing tools, spreadsheets, and Salesforce to manage calendars, documentation, reporting, and follow-up tasks.<br>• Assist with ad hoc reporting and financial-related administrative requests as needed by sales leadership.<br>• Scan, copy, and organize supporting documents to ensure submission files are complete and accessible.
- 2026-11-09T12:58:41Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
- 2026-11-13T08:09:01Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- Bayside, WI
- onsite
- Temporary / Contract
- - USD / Hourly
- We are looking for an experienced Tax Preparer to join a busy accounting practice for a Contract assignment during the tax season. This onsite opportunity offers consistent hours and focuses on supporting individual and business clients with timely, accurate tax and accounting services. The position is well suited for someone who can step into a fast-moving environment, manage seasonal volume, and continue assisting beyond the filing deadline if needed.<br><br>Responsibilities:<br>• Prepare federal and state tax filings for individual taxpayers as well as business entities with a high degree of accuracy.<br>• Complete returns for partnerships and S corporations, including review of related schedules and supporting tax documents.<br>• Communicate with clients to collect financial records, clarify missing details, and organize materials needed for return completion.<br>• Use CCH ProSystem fx to produce, update, and finalize tax returns throughout the filing season.<br>• Provide QuickBooks assistance such as transaction entry, account review, and basic bookkeeping support for client accounts.<br>• Support broader accounting activities for select clients when additional financial help is required.<br>• Track extension filings and process late-arriving documents so returns can be completed after the primary deadline.<br>• Continue delivering tax preparation and related accounting support into the summer based on workload and client needs.
- 2026-11-13T02:08:42Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 130000.00 - 170000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul>
- 2026-11-12T22:08:42Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000.00 - 95000.00 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> investment management </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Advisor</p><p>📍 San Ramon, CA [Hybrid, 4-5 days in office]</p><p>🏢 Independent Wealth Management Firm</p><p>💰 Competitive Base + Discretionary Bonus</p><p><br></p><p>Anisa Henry is partnered with a growing independent wealth management firm in the search for an <strong>Associate Advisor</strong>. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets.</p><p><br></p><p><strong>The Role:</strong></p><p>You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.</p><p> </p><p><strong>We are looking for someone who is both analytical and operational:</strong></p><ul><li><strong>Analytical</strong>: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li><strong>Operational</strong>: Able to manage client communications, sit in meetings, take notes…</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul><p><strong>Planning & Operations Support</strong></p><ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul><p><strong>Client Service</strong></p><ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T22:08:42Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 130000.00 - 170000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul><p><br></p>
- 2026-11-12T22:08:42Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000.00 - 90000.00 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T22:04:23Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000.00 - 125000.00 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Wealth Advisor </p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a wealth management firm is seeking an <strong>Associate Wealth Advisor</strong> to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. </p><p><br></p><p>The <strong>Associate Wealth Advisor</strong> will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using financial planning software</li><li>Build and maintain strong relationships with clients and team members</li><li>Follow up with clients to gather information and clarify financial objectives</li><li>Participate in client meetings and document discussions</li><li>Support advisors in helping clients define and achieve their financial goals</li><li>Monitor client progress and assist with ongoing financial planning needs</li><li>Meet established deadlines and service standards</li><li>Coordinate account administration and assist with investment-related requests and client inquiries</li><li>Research and resolve account and operational issues</li><li>Process account transactions while maintaining accuracy and regulatory compliance</li><li>Identify opportunities to improve processes, efficiencies, and client service delivery</li><li>Support goals-based financial planning and wealth management strategies</li><li>Collaborate with internal subject matter experts and team members as needed</li><li>Participate in training, professional development, and continuing education programs</li><li>Stay current on industry trends, regulations, policies, and procedures</li><li>Perform additional duties and special projects as assigned</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T21:53:43Z