63 results for Customer Service Manager in Davis, CA

Operations Manager - CSA Manager

Walnut Creek, CA
remote
Permanent
150000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T03:08:43Z

Operations Manager at Wealth Management Firm

Walnut Creek, CA
remote
Permanent
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T03:34:01Z

RIA Operations Manager | Walnut Creek

Walnut Creek, CA
remote
Permanent
150000.00 - 200000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm. Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-03-15T15:23:44Z

Operations Manager | East Bay RIA Firm

Walnut Creek, CA
remote
Permanent
150000.00 - 200000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience. Responsibilities<ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul>
2026-03-09T21:38:43Z

Administrative Assistant

Cameron Park, CA
remote
Temporary
20.00 - 25.00 USD / Hourly
The Administrative Assistant provides day‑to‑day support to ensure efficient office operations. This role handles a variety of administrative tasks including scheduling, document preparation, data entry, communication support, and general office coordination. The ideal candidate is organized, detail‑oriented, proactive, and able to manage multiple priorities in a fast‑paced environment. Key Responsibilities<ul><li>Manage calendars, schedule meetings, and coordinate appointments.</li><li>Answer and route incoming calls; greet and assist visitors.</li><li>Prepare, edit, and format documents, reports, and presentations.</li><li>Maintain electronic and physical filing systems.</li><li>Perform data entry and ensure accuracy of records and databases.</li><li>Support office operations including ordering supplies and managing inventory.</li><li>Process incoming/outgoing mail and handle shipping coordination.</li><li>Assist with onboarding tasks, meeting preparation, and company events as needed.</li><li>Track and update spreadsheets, logs, and internal documents.</li><li>Provide general administrative support to internal departments and leadership.</li></ul>
2026-03-11T16:58:43Z

Client Service Associate - 2days onsite

Walnut Creek, CA
remote
Permanent
7000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T03:04:19Z

Event Staff

Sacramento, CA
onsite
Temporary
20.00 - 20.00 USD / Hourly
We have multiple events coming up in April and we are seeking professional Event Staff to join our team. As part of our team, you will play a key role in delivering exceptional experiences at corporate functions and private events.Responsibilities:<ul><li>Assist with event setup, including arranging tables, chairs, decorations, and equipment.</li><li>Provide excellent customer service to guests, addressing inquiries and ensuring a positive experience.</li><li>Support event operations, such as greeting attendees, managing guest lists, or directing flow.</li><li>Assist with event breakdown and cleanup, ensuring venues are left in pristine condition.</li><li>Collaborate with event coordinators and other staff to ensure smooth execution of events.</li></ul>
2026-03-16T16:58:44Z

Leasing Specialist

Sacramento, CA
onsite
Temporary
20.00 - 25.00 USD / Hourly
About the RoleWe are seeking motivated and customer-focused Leasing Specialists to join team for contract and contract-to-hire opportunities. As a Leasing Specialist, you will be responsible for marketing and leasing residential properties, ensuring high occupancy rates, and delivering outstanding customer service to prospective and current residents. This role requires strong communication skills, a passion for sales, and the ability to create positive relationships with clients.Key Responsibilities<ul><li>Conduct tours of properties for prospective residents, highlighting features and amenities.</li><li>Respond to inquiries via phone, email, and in-person, providing detailed information about available units.</li><li>Negotiate lease terms and prepare lease agreements in compliance with local regulations.</li><li>Maintain accurate records of leasing activities, applications, and resident communications.</li><li>Collaborate with property management team to ensure units are move-in ready.</li><li>Market properties through online platforms, social media, and community outreach.</li><li>Stay updated on market trends and competitor offerings to maintain a competitive edge.</li><li>Address resident concerns and provide exceptional customer service to enhance resident satisfaction.</li></ul>
2026-03-18T18:53:41Z

Legal Secretary

Sacramento, CA
onsite
Contract / Temporary to Hire
30.00 - 40.00 USD / Hourly
Job SummaryWe are seeking a detail-oriented and organized Legal Secretary to join our team. In this role, you will provide essential administrative and paralegal support to attorneys, contributing to seamless case management and exceptional client service. This position offers the opportunity to work in a collaborative environment where your contributions directly impact clients' lives. We welcome applications for both direct hire (full-time, permanent) and temp-to-hire arrangements, with potential for long-term placement based on performance and firm needs.Key Responsibilities<ul><li>Manage calendars, schedule appointments, and coordinate court appearances, depositions, and client meetings for multiple attorneys.</li><li>Prepare, file, and organize legal documents, including pleadings, motions, discovery requests, and settlement agreements related to personal injury claims.</li><li>Handle client communications via phone, email, and in-person interactions, providing updates on case progress and gathering initial intake information for accident or injury reports.</li><li>Conduct basic research on case details, such as medical records, accident reports, and insurance policies, to support trial preparation.</li><li>Maintain confidential client files, ensuring compliance with legal standards and firm protocols for sensitive personal injury documentation.</li><li>Assist with billing, expense tracking, and contingency fee calculations, while coordinating with medical providers and expert witnesses.</li><li>Perform general office duties, including data entry, transcription of attorney notes, and preparation of correspondence for negotiations or settlements.</li></ul>
2026-03-16T16:38:50Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-03-20T13:33:43Z

Accounting Clerk

Stockton, CA
onsite
Contract / Temporary to Hire
22.80 - 26.40 USD / Hourly
We are looking for a detail-oriented Accounting Clerk to join our team in Stockton, California. In this Contract position, you will play a key role in managing financial transactions and providing excellent customer service. This role offers the opportunity to contribute to essential accounting processes while gaining valuable experience in a collaborative environment. Responsibilities:• Process and manage accounts payable and accounts receivable transactions efficiently.• Handle customer inquiries and provide support to ensure a positive experience.• Reconcile accounts to ensure accurate financial records.• Prepare and process invoices, ensuring timely billing and documentation.• Maintain accurate data entry for all financial transactions.• Record and track cash receipts with precision and attention to detail.• Utilize accounting software such as QuickBooks, SAP, and Oracle to manage financial data.• Collaborate with team members to streamline accounting processes.• Generate financial reports and summaries as required.• Ensure compliance with company policies and accounting regulations.
2026-03-03T19:18:46Z

Accounts Payable Clerk

Elk Grove, CA
onsite
Permanent
66000.00 - 69000.00 USD / Yearly
Amanda Warren is looking for an experienced Accounts Payable Clerk to join a distribution team in Sacramento, California. This role focuses on managing expense-related payables, ensuring accurate and timely payments, and upholding compliance with company policies. The ideal candidate will bring expertise in high-volume invoice processing, vendor relations, and corporate card reconciliations. Responsibilities:• Process and review a high volume of expense invoices, including utilities, leases, detail-oriented services, and corporate overhead.• Audit employee expense reports for accuracy, appropriate documentation, and compliance with company policies.• Reconcile corporate card statements, ensuring receipts are matched and general ledger coding is correct.• Set up and maintain vendor records, including validating details and ensuring compliance with regulatory requirements.• Respond to vendor inquiries regarding payment statuses and resolve discrepancies as needed.• Prepare weekly payment runs, including checks, wire transfers, and other payment methods.• Monitor payment schedules to ensure deadlines are met and discounts are utilized effectively.• Assist with month-end accrual entries and maintain accurate accounts payable aging.• Support internal and external audits by organizing and providing necessary documentation.• Identify and implement process improvements to streamline invoice approvals and payment workflows.
2026-03-12T18:14:20Z

Receptionist

Stockton, CA
onsite
Temporary
17.10 - 19.80 USD / Hourly
We are looking for an organized and detail-oriented part time Receptionist to join our team in Stockton, California. This role requires someone with excellent communication skills and the ability to manage multiple tasks in a fast-paced environment. As this is a long-term contract position, we are seeking a candidate who is committed to delivering exceptional service and maintaining a welcoming atmosphere for clients and visitors. Responsibilities:• Greet clients and visitors warmly and ensure they are directed to the appropriate person or department.• Operate and manage a multi-line phone system efficiently, ensuring calls are answered promptly and routed correctly.• Handle incoming calls with courtesy, addressing inquiries or redirecting them as necessary.• Maintain the reception area, ensuring it is clean, organized, and welcoming at all times.• Provide support to administrative staff by performing basic clerical duties, such as filing and data entry.• Schedule appointments and manage the company calendar to ensure smooth operations.• Assist in managing incoming and outgoing mail and deliveries.• Uphold company standards by providing exceptional customer service in every interaction.• Maintain accurate records of visitor logs and other reception-related documentation.• Collaborate with team members to support office operations and resolve any issues promptly.
2026-02-26T18:13:45Z

Client Services Associate - Hybrid, 2 days onsite

Walnut Creek, CA
remote
Permanent
80000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a leading fee-based wealth management firm known for its disciplined investment strategy and client-first approach. They are seeking a Client Service / Operations professional to support Wealth Advisors and ensure a smooth client experience. This role offers strong exposure to wealth management operations within a collaborative team environment. The firm provides excellent benefits including fully paid healthcare and generous PTO. Responsibilities<ul><li>Support advisors with client service and operational needs</li><li>Assist with client onboarding and account administration</li><li>Process ACAT transfers, RMDs, and money movements</li><li>Prepare client documentation and reports</li><li>Maintain client records and respond to client inquiries</li><li>Assist with quarter-end reporting and meeting coordination</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T03:38:42Z

Sr. HRIS Analyst

Sacramento, CA
remote
Temporary
60.00 - 70.00 USD / Hourly
Job Title: Senior HRIS Analyst – WorkdayPosition Type: Contract-to-Hire (Full-Time)Location: Fully Remote (US-based)SummaryThe Senior HRIS Analyst will serve as the primary technical owner and administrator of the Workday HCM, Benefits, and Compensation modules. This role is responsible for day-to-day system administration, configuration, support, and continuous improvement of the Workday platform while partnering closely with HR, Payroll, IT, and business stakeholders.Key Responsibilities<ul><li>Act as the technical expert for Workday HCM, Benefits, and Compensation, applying industry best practices</li><li>Lead configuration, design, and implementation of complex Workday projects to ensure system scalability and optimization</li><li>Manage security, business process workflows, tenant settings, and all administrative functions across HCM, Benefits, and Compensation</li><li>Troubleshoot and resolve system issues quickly and effectively</li><li>Manage Workday feature releases, upgrades, and quarterly enhancements</li><li>Identify and implement process improvements and automation opportunities within Workday</li><li>Provide high-quality end-user support and deliver training to HR teams and business users</li><li>Translate business and system requirements into detailed enhancement proposals and implementation plans</li><li>Perform QA testing, create test scripts, and manage bug resolution</li><li>Define integration requirements with IT and external vendors</li><li>Evaluate and test system upgrades to ensure smooth adoption with minimal business disruption</li><li>Maintain comprehensive system documentation, process flows, and user guides</li><li>Mentor junior team members and conduct knowledge-sharing sessions</li></ul>
2026-03-05T22:48:48Z

Entry Level Accountant

Martinez, CA
onsite
Permanent
24.50 - 30.50 USD / Hourly
Launch your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant. Gain hands-on experience working on diverse client projects, develop in-demand accounting skills, and expand your professional network—all while enjoying the stability, support, and benefits of full-time employment. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. What You'll Do:· Assist with general ledger entries and account reconciliations· Support month-end and year-end close processes· Help prepare financial statements and reports· Perform data entry and maintain accurate financial records· Contribute to special projects across multiple industriesWhy Join Us?· Be part of an innovative and respected organization· Build a strong foundation for your accounting career· Gain exposure to different systems, teams, and industries
2026-03-20T15:33:45Z

Entry Level Accountant

Martinez, CA
onsite
Permanent
23.50 - 30.50 USD / Hourly
Launch your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant. Gain hands-on experience working on diverse client projects, develop in-demand accounting skills, and expand your professional network—all while enjoying the stability, support, and benefits of full-time employment. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. What You'll Do:<ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul>Why Join Us?<ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
2026-03-20T15:33:45Z

Sr. AR Specialist

Vacaville, CA
onsite
Temporary
33.25 - 38.50 USD / Hourly
Robert Half is looking for a contract Sr. AR Specialist for a short term engagement. Duties:<ul><li>Oversee daily AR operations, including invoicing, cash application, collections, credit memos, and customer account maintenance.</li><li>Ensure accurate and timely posting of customer payments and proper application against open invoices.</li><li>Monitor AR aging and drive resolution of past‑due balances to improve cash flow and DSO.</li><li>Establish and enforce AR policies, procedures, and internal controls.</li><li>Partner with Sales and Customer Service to resolve billing disputes, short payments, and customer inquiries.</li><li>Lead, coach, and develop AR staff, providing guidance on complex collections, dispute resolution, and customer negotiations.</li><li>Prepare and present AR reporting, including aging, DSO, cash forecasts, and collection performance metrics.</li><li>Analyze trends in receivables, disputes, and payment behavior to identify risks and improvement opportunities.</li><li>Support month‑end close by reviewing AR reconciliations and providing accurate reporting to Accounting and Finance leadership.</li></ul>
2026-03-20T13:44:00Z

Accounts Receivable Clerk

Sacramento, CA
onsite
Permanent
65000.00 - 80000.00 USD / Yearly
Amanda Warren with Robert Half is looking for a detail-oriented Accounts Receivable Clerk to manage billing processes, collections, cash applications, and customer accounts in a construction accounting setting. This role requires strong organizational skills and the ability to work collaboratively with project managers and operations teams to ensure accurate financial management. Candidates with experience in construction billing and subcontractor documentation will be highly valued. Responsibilities:• Handle billing activities, ensuring accuracy and compliance with company policies.• Apply incoming payments to customer accounts promptly and accurately.• Manage collection efforts by contacting customers and resolving outstanding balances.• Review and process subcontractor documentation, including lien releases.• Collaborate with project managers and operations teams to address billing and account-related inquiries.• Track progress billing and retainage to maintain proper financial records.• Utilize accounting software, such as Sage, to support day-to-day operations.• Prepare and maintain detailed records of financial transactions and customer accounts.• Ensure all accounts receivable processes align with industry standards and company procedures.• Identify and address discrepancies in customer accounts to support financial integrity
2026-02-27T22:18:42Z

Front Desk Coordinator

Roseville, CA
onsite
Temporary
23.75 - 27.50 USD / Hourly
We are looking for a detail-oriented and friendly Front Desk Coordinator to join our team in Roseville, California. In this long-term contract role, you will be the first point of contact for clients and visitors, ensuring a welcoming and efficient experience. Your organizational skills and ability to handle various administrative tasks will play a key role in maintaining smooth day-to-day operations. Responsibilities: • Greet and assist visitors and clients in a courteous and attentive manner. • Manage multi-line phone systems, including answering inbound calls and directing them appropriately. • Provide concierge-style services to address client inquiries and needs. • Maintain an organized and welcoming reception area. • Handle administrative tasks such as scheduling, record-keeping, and correspondence. • Ensure smooth communication between departments by managing switchboard operations. • Respond to emails and phone calls promptly and with care. • Assist with coordinating meetings and appointments as needed. • Address any issues or concerns raised by clients and visitors in a timely manner.
2026-03-03T22:58:47Z

Help Desk Analyst

Stockton, CA
onsite
Contract / Temporary to Hire
29.69 - 34.38 USD / Hourly
We are looking for a Help Desk Analyst to join our team in Stockton, California, as part of a Contract to permanent position within the aerospace industry. In this role, you will be responsible for providing technical support to end users across multiple environments, ensuring smooth system functionality and resolving issues promptly. This position offers an exciting opportunity to work closely with IT leadership and collaborate on delivering exceptional support services. Responsibilities: • Address and resolve help desk tickets efficiently to minimize downtime for users. • Provide technical support for Windows 10/11 operating systems and Microsoft 365 applications. • Assist remote users with VPN access and troubleshooting to ensure seamless connectivity. • Manage user accounts and perform basic networking tasks to maintain system reliability. • Collaborate with IT leadership and team members to ensure timely resolution of technical issues. • Deliver detail-oriented and customer-focused support to enhance user satisfaction. • Document resolutions and maintain accurate records of help desk activities. • Identify recurring issues and propose solutions to improve system performance. • Stay updated on emerging technologies to continuously enhance support capabilities.
2026-03-17T22:03:45Z

Executive Assistant

Roseville, CA
remote
Temporary
25.00 - 35.00 USD / Hourly
The Executive Assistant provides high‑level administrative and operational support to executive leadership. This role manages complex scheduling, communication flow, meeting coordination, and project support while maintaining strict confidentiality and professionalism. The Executive Assistant serves as a strategic partner to executives by anticipating needs, streamlining workflows, and ensuring day‑to‑day operations run efficiently. The ideal candidate is proactive, highly organized, and able to manage competing priorities in a fast‑paced environment. Key Responsibilities<ul><li>Manage complex calendars, schedule meetings, and coordinate multi‑step logistics.</li><li>Act as primary point of contact between executives, internal teams, and external partners.</li><li>Draft, proofread, and prepare correspondence, reports, presentations, and meeting materials.</li><li>Coordinate domestic and international travel itineraries, accommodations, and expense reports.</li><li>Prepare agendas, take meeting minutes, track action items, and follow up as needed.</li><li>Maintain and organize confidential records, documents, and executive files.</li><li>Assist with project coordination, research, and high‑priority initiatives on behalf of leadership.</li><li>Screen and prioritize incoming communications, ensuring timely responses and resolution.</li><li>Support event planning including executive meetings, retreats, and company functions.</li><li>Handle ad‑hoc tasks to support executive efficiency and organizational goals.</li></ul>
2026-03-11T17:04:01Z

Case Manager

Sacramento, CA
onsite
Permanent
60000.00 - 80000.00 USD / Yearly
We are looking for a dedicated and organized Paralegal to join our team in Sacramento, California. In this role, you will manage legal cases, ensuring smooth communication and coordination between clients, neutrals, and internal teams. Your expertise will contribute to the efficient handling of mediation, arbitration, and private judging cases from initiation to resolution. Responsibilities: • Oversee case files for mediation, arbitration, and private judging, ensuring timely progress and resolution. • Coordinate schedules and communication with neutrals to facilitate smooth legal proceedings. • Apply legal terminology and processes effectively to maintain accuracy and compliance. • Handle billing, retainer assessments, and client communications with attention to detail. • Identify and resolve issues as they arise, collaborating with team leaders and consultants. • Uphold internal service standards and best practices in all case management activities. • Participate in team training sessions, check-ins, and meetings to stay informed and aligned with organizational goals.
2026-02-21T00:43:44Z

Accounting Clerk

Novato, CA
onsite
Temporary
27.71 - 32.09 USD / Hourly
We are looking for a meticulous Accounting Clerk to join our team in Novato, California. This long-term contract position offers an excellent opportunity to contribute your expertise in Accounts Payable (AP) and Accounts Receivable (AR) while working in a dynamic team. The ideal candidate will possess hands-on experience with Sage accounting software and demonstrate a commitment to maintaining accurate financial records and efficient operations. Responsibilities:• Process accounts payable invoices, ensuring accuracy, appropriate coding, and timely payment approvals.• Manage accounts receivable activities, including posting incoming payments and addressing outstanding balances.• Reconcile vendor statements and resolve any discrepancies promptly and professionally.• Maintain detailed and accurate AP/AR records using Sage accounting software.• Assist in month-end and year-end financial closing processes related to AP and AR.• Perform bank reconciliations and support audit requests as required.• Communicate effectively with vendors, customers, and internal teams to address and resolve financial issues.• Generate and analyze AP/AR reports using Sage for management review.• Identify opportunities to streamline processes and improve efficiency in financial operations.• Uphold the confidentiality and security of financial data in all task
2026-03-18T18:08:43Z

Sr. Financial Analyst

American Canyon, CA
onsite
Contract / Temporary to Hire
35.00 - 50.00 USD / Hourly
Our Full-Time Engagement Professionals (FTEP) program provides clients with access to full-time employees of our company who can step in for critical projects and interim assignments. We are seeking an experienced Senior Financial Analyst to join our FTEP team, delivering advanced finance expertise and strategic business support to organizations across various industries.Primary Responsibilities:<ul><li>Lead and support clients’ budgeting, forecasting, and long-range financial planning processes, ensuring alignment with business objectives.</li><li>Analyze financial results, variances, and trends, providing meaningful insights and recommendations to client leadership teams.</li><li>Develop and maintain complex financial models to evaluate business scenarios, capital investments, mergers/acquisitions, or operational initiatives.</li><li>Prepare detailed management reports, dashboards, and presentations to summarize key findings for stakeholders.</li><li>Collaborate closely with client departments—including Accounting, Operations, and Executives—to gather data and support companywide financial initiatives.</li><li>Work with client teams to implement process improvements, enhance reporting accuracy, and optimize financial decision-making.</li><li>Guide or mentor client staff on best practices in financial analysis and reporting, as needed.</li><li>Maintain strict adherence to client and company confidentiality, compliance standards, and financial controls.</li></ul>
2026-03-19T20:18:50Z