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40 results for Records Specialist in Davis, CA

Accounts Receivable Clerk
  • Benicia, CA
  • onsite
  • Contract / Temporary to Hire
  • 24.50 - 27.50 USD / Hourly
  • <p>We are seeking an Accounts Receivable (AR) Clerk with at least 2 years of relevant experience for a temp-to-permanent opportunity. The ideal candidate works well in a collaborative, team-oriented environment, communicates professionally and clearly, and has hands-on experience with large data sets using Microsoft Excel.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts receivable transactions and maintain accurate records</li><li>Reconcile accounts, investigate discrepancies, and follow up on outstanding balances</li><li>Create and analyze AR reports in Microsoft Excel, including large data sets</li><li>Support cash application and assist with month-end closing activities</li><li>Work closely with internal teams to resolve payment issues</li><li>Provide timely updates and reporting as needed</li></ul><p><br></p>
  • 2026-01-24T02:30:49Z
Payroll Clerk
  • Sacramento, CA
  • onsite
  • Permanent
  • 62400.00 - 68000.00 USD / Yearly
  • <p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. This role involves managing payroll processes for an employee base of 101-500 individuals, ensuring timely and accurate compensation. The ideal candidate will have experience in full-cycle payroll and handling garnishments, while demonstrating efficiency and precision.</p><p><br></p><p>Responsibilities:</p><p>• Process payroll for a staff size ranging from 101 to 500 employees with accuracy and timeliness.</p><p>• Manage the full-cycle payroll process, including collecting, verifying, and submitting employee data.</p><p>• Handle payroll adjustments such as garnishments, ensuring compliance with relevant regulations.</p><p>• Maintain payroll records and reports for auditing and reconciliation purposes.</p><p>• Address employee inquiries related to payroll and resolve discrepancies promptly.</p><p>• Collaborate with HR and accounting teams to ensure seamless payroll operations.</p><p>• Utilize Paychex Payroll systems to streamline payroll processing.</p><p>• Stay updated on payroll laws and regulations to ensure compliance.</p><p>• Conduct regular reviews of payroll procedures to identify and implement improvements.</p>
  • 2026-02-05T19:08:41Z
File Clerk/Data Entry
  • Calistoga, CA
  • onsite
  • Temporary
  • 22.16 - 25.66 USD / Hourly
  • We are looking for a detail-oriented File Clerk/Data Entry specialist to join our team on a contract basis in Calistoga, California. This role involves managing and organizing physical and digital files, ensuring accurate data entry, and supporting administrative processes. If you have a keen eye for detail and a commitment to efficiency, we encourage you to apply.<br><br>Responsibilities:<br>• Organize and maintain physical files, ensuring proper labeling and storage.<br>• Perform accurate data entry tasks to input information into the system.<br>• Scan and digitize physical documents for electronic filing.<br>• Manage file boxes, including sorting and categorizing contents.<br>• Ensure all files are properly archived and accessible for future reference.<br>• Conduct regular audits of files to maintain organization and accuracy.<br>• Collaborate with team members to address file-related issues or discrepancies.<br>• Adhere to company policies and procedures for handling sensitive information.<br>• Support general administrative tasks as needed.
  • 2026-01-24T00:48:35Z
Corporate Tax Staff Accountant
  • Concord, CA
  • onsite
  • Contract / Temporary to Hire
  • 45.00 - 53.00 USD / Hourly
  • <p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
  • 2026-02-07T01:43:41Z
Administrative Assistant
  • Fairfield, CA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
  • 2026-02-04T00:24:04Z
Accounts Payable
  • Sacramento, CA
  • onsite
  • Temporary
  • 28.00 - 30.00 USD / Hourly
  • <p>Robert Half is recruiting for upcoming opportunities for Accounts Payable Specialists in the Sacramento, CA area. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, verify, and process invoices and expense reports</li><li>Ensure invoices are accurately coded and approved per company policies</li><li>Prepare and perform check runs or electronic payments</li><li>Reconcile vendor statements and resolve discrepancies in a timely manner</li><li>Assist with month-end closing activities related to accounts payable</li><li>Respond to vendor and internal inquiries promptly and professionally</li><li>Maintain organized records and documentation for audit support</li></ul><p><br></p>
  • 2026-01-28T21:08:47Z
Sr. Administrative Assistant
  • Walnut Creek, CA
  • onsite
  • Contract / Temporary to Hire
  • 30.00 - 35.00 USD / Hourly
  • <p>Robert Half's client is seeking a contract-to-permanent Senior Administrative Assistant in Walnut Creek, CA . This role is supporting our client in the insurance industry, and is fully onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Desired Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today.</p>
  • 2026-02-10T18:41:25Z
Entry Level Accountant
  • Martinez, CA
  • onsite
  • Permanent
  • 24.50 - 30.50 USD / Hourly
  • <p>Join Robert Half’s FTEP program as an Entry-Level Accountant to gain hands-on experience across diverse client projects, build in-demand skills, and grow your network—while enjoying the stability and benefits of full-time employment. Apply today.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><p>·      Assist with general ledger entries and account reconciliations</p><p>·      Support month-end and year-end close processes</p><p>·      Help prepare financial statements and reports</p><p>·      Perform data entry and maintain accurate financial records</p><p>·      Contribute to special projects across multiple industries</p><p><strong>Why Join Us?</strong></p><p>·      Be part of an innovative and respected organization</p><p>·      Build a strong foundation for your accounting career</p><p>·      Gain exposure to different systems, teams, and industries</p>
  • 2026-01-29T17:43:46Z
Lead Client Services Coordinator
  • Sacramento, CA
  • onsite
  • Temporary
  • 24.00 - 27.00 USD / Hourly
  • <p>We are looking for a motivated and detail-oriented Lead Client Services Coordinator to join our team on a contract basis in Sacramento, CA. As part of this position, you will play a key role in supporting business operations and client interactions, ensuring the smooth execution of administrative and marketing tasks. This is an excellent opportunity to contribute to a dynamic environment while growing your skills in a collaborative setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to brokers and clients across multiple ongoing projects</li><li>Develop and format presentations, reports, and marketing materials</li><li>Assist with executing marketing campaigns and property promotions</li><li>Coordinate transaction documentation and maintain organized records</li><li>Manage front desk operations, including greeting clients and monitoring the entry door</li><li>Order and maintain office and kitchen supplies</li><li>Support event coordination, including meal orders and conference room setup</li><li>Submit invoices and expense items (Coupa experience a plus)</li><li>Assist with contract-related tasks and document preparation</li><li>Collaborate with internal teams to ensure smooth office operations</li></ul><p><br></p>
  • 2026-02-04T23:18:41Z
Medical Customer Service Rep - Roseville
  • Roseville, CA
  • onsite
  • Temporary
  • 24.00 - 25.00 USD / Hourly
  • We are looking for a dedicated Medical Customer Service Representative to join our team on a long-term contract basis in Roseville, California. In this role, you will play a vital part in supporting patients and medical staff by delivering excellent customer service and ensuring smooth administrative operations. This position offers an opportunity to work in a fast-paced healthcare environment while building relationships and enhancing patient experiences.<br><br>Responsibilities:<br>• Handle incoming calls and inquiries from patients, providing accurate information and assistance about appointments, billing, and other services.<br>• Schedule patient appointments efficiently while adhering to clinic protocols and availability.<br>• Verify medical insurance information to ensure accurate billing and seamless patient care.<br>• Maintain and update patient medical charts and records in the electronic practice management system.<br>• Conduct reminder calls to patients regarding upcoming appointments or necessary follow-ups.<br>• Collaborate with medical staff to address patient concerns and improve clinic workflow.<br>• Utilize medical terminology to effectively communicate with patients and healthcare professionals.<br>• Operate standard office equipment and computer software to complete daily administrative tasks.<br>• Deliver exceptional customer service by addressing patient needs promptly and professionally.<br>• Support the supervisor and other team members in maintaining clinic efficiency and resource management.
  • 2026-01-13T00:33:41Z
EL Accountant
  • Martinez, CA
  • onsite
  • Permanent
  • 23.50 - 30.50 USD / Hourly
  • <p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><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><p><strong>Why Join Us?</strong></p><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>
  • 2026-01-29T17:23:43Z
Client Service Associate - Emerging WM Firm
  • Orinda, CA
  • onsite
  • Permanent
  • 85000.00 - 110000.00 USD / Yearly
  • <p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer‑covered parking or transit pass</li><li>Discretionary bonuses</li><li>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
  • 2026-02-04T15:03:47Z
Receptionist
  • Sacramento, CA
  • onsite
  • Temporary
  • 20.90 - 22.00 USD / Hourly
  • <p>The Weekend Receptionist is responsible for greeting visitors, answering phone calls, providing administrative support, and maintaining a professional, organized front desk environment. This role is essential in ensuring smooth weekend operations and creating a positive first impression for families and guests.</p><p><br></p><ul><li>Greet residents, families, visitors, and vendors in a warm and professional manner</li><li>Answer, screen, and route incoming phone calls</li><li>Maintain visitor logs and ensure compliance with building entry protocols</li><li>Provide general administrative support to the management and care teams</li><li>Assist with weekend scheduling updates, message taking, and staff communication</li><li>Respond to resident or visitor inquiries with courtesy and accuracy</li><li>Manage incoming mail/packages and distribute appropriately</li><li>Maintain lobby and front desk cleanliness and organization</li><li>Support emergency procedures by following established facility protocols</li><li>Uphold confidentiality and resident privacy at all times (HIPAA-compliant behaviors)</li></ul>
  • 2026-02-09T20:08:43Z
Front Desk Coordinator
  • Sacramento, CA
  • onsite
  • Contract / Temporary to Hire
  • 20.90 - 24.20 USD / Hourly
  • We are looking for a Front Desk Coordinator to join our team in Sacramento, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring a positive and detail-oriented experience. This position is a contract-to-permanent opportunity within the manufacturing industry, offering a dynamic and supportive work environment.<br><br>Responsibilities:<br>• Maintain an organized and efficient front desk area to ensure readiness for audits by county and city officials.<br>• Deliver exceptional customer service by addressing inquiries and providing accurate information.<br>• Foster communication and collaboration within the team to support smooth daily operations.<br>• Answer and manage multi-line phone systems to direct calls appropriately and assist callers.<br>• Handle inbound calls with attention to detail and resolve issues or escalate them as needed.<br>• Coordinate concierge services and provide assistance to visitors and clients.<br>• Support administrative tasks such as scheduling, documentation, and record-keeping.<br>• Ensure compliance with company policies and procedures at the front desk.<br>• Act as a reliable and approachable resource for both internal team members and external contacts.
  • 2026-02-03T20:58:38Z
Sr. Client Service Associate - Prestigious WM Firm
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
  • 2026-01-30T16:43:40Z
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