<p>Our client in the Clark area is seeking a detail-oriented, tech-savvy administrative professional to provide essential support to both their CEO and Tax Department. This role combines general office administration with operational support for tax workflows, contributing to an efficient, organized, and client-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to the CEO and Tax Department.</li><li>Assist with day-to-day office operations and overall workflow management.</li><li>Gather, prepare, and organize client data; scan and maintain electronic records.</li><li>Utilize workflow and document-management software to keep processes on track.</li><li>Identify opportunities to improve processes and support ongoing efficiency initiatives.</li><li>Answer and route incoming phone calls while delivering excellent client service.</li><li>Assist partners and team members with daily workflow needs.</li><li>Participate in training as the firm continues to grow and refine procedures.</li></ul><p><br></p>
<p>Our client—a groundbreaking HealthTech company currently redefining how primary and specialty care are delivered—is currently looking for an FP& A Manager to join their growing team. If you thrive in a fast-paced, mission-driven environment and want to make an impact in the future of healthcare, we’d love to hear from you.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Lead financial planning, forecasting, and strategic analysis across multiple departments.</p><p>· Build and manage detailed financial models to support growth and operational decisions.</p><p>· Analyze performance trends and provide actionable insights to leadership and investors.</p><p>· Collaborate with Accounting, Clinical Operations, Membership, and other teams to deliver accurate and timely reporting.</p><p>· Support scenario planning, KPI development, and investment decisions.</p><p>· Drive continuous improvements in financial processes and tools.</p><p><br></p><p>For immediate consideration, please email Ben.Turnbull@roberthalf.</p>
<p><strong>Position: </strong>Litigation Paralegal –Insurance Defense</p><p><strong>Location: </strong>Onsite – New York, NY (Near Union Square)</p><p><strong>Start Date: </strong>ASAP</p><p><strong>Pay Rate: </strong>$50+/hour</p><p><strong>Duration: </strong>6+ months (potential for extension)</p><p><strong>Schedule: </strong>Monday–Friday, Standard Business Hours (40 hours/week)</p><p><br></p><p><strong>Note: Attorneys will not be considered for this position.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide end-to-end litigation support for insurance defense cases.</li><li>Draft and respond to <strong>interrogatories</strong>, <strong>legal memoranda</strong>, <strong>motions</strong>, and <strong>briefs</strong> with precision and strategic insight.</li><li>Conduct <strong>comprehensive legal research</strong> to support case development, defense strategies, and regulatory filings.</li><li>Manage <strong>discovery</strong>, including document production, deposition preparation, and tracking deadlines.</li><li>Prepare <strong>pre-filing documentation</strong>, organize case files, and assist attorneys with trial preparation.</li><li>Support <strong>rate cases before the Public Service Commission (PSC)</strong>, including compiling evidence, drafting filings, and coordinating with internal stakeholders.</li><li>Collaborate with attorneys and provide paralegal support to an additional manager within the legal team.</li></ul><p><br></p><p><strong>Research & Writing Expertise</strong></p><p>This role requires <strong>advanced legal research and writing skills</strong>, particularly in the context of insurance defense and regulatory matters.</p><p>The ideal candidate will:</p><ul><li>Utilize legal research tools (e.g., LexisNexis, Westlaw) to identify relevant case law, statutes, and administrative codes.</li><li>Draft persuasive and well-organized legal documents that reflect a deep understanding of insurance defense litigation.</li><li>Analyze complex legal issues and synthesize findings into clear, actionable recommendations.</li><li>Maintain consistency, accuracy, and professionalism in all written communications.</li><li>Adapt writing style to suit different audiences, including attorneys, regulators, and internal stakeholders.</li></ul><p><br></p>
<p>We are seeking a <strong>Wealth Management Planner</strong> to support a dynamic financial services team in Northern NJ. This role combines client interaction, financial analysis, and operational support in a high-energy, client-focused environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Collect and analyze client financial data to support planning and product recommendations</li><li>Coordinate client review meetings and prepare documentation</li><li>Manage CRM database and generate reports for client and back-office needs</li><li>Collaborate across departments to ensure seamless client service</li></ul><p><br></p>
<p>Our client, a cutting edge HealthTech company, is currently looking for an Accounting Manager to join their growing team. In this key role, you'll take the lead on month-end close activities, financial reporting, process improvements, and more. Your expertise will ensure timely and accurate vendor payments, rock-solid financial records, and actionable insights that help drive smart business decisions.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Own the month-end close process, from reconciliations to financial statement preparation</p><p>· Ensure compliance with ASC606 & ASC842 standards</p><p>· Develop and implement best practices for reconciliations and process automation</p><p>· Prepare insightful reports: revenue trends, cash flow analysis, capital expenditures, and more</p><p>· Support audits, tax compliance, and cross-functional initiatives</p><p>· Identify and lead process improvement efforts to increase efficiency and reduce errors</p><p><br></p><p>For immediate consideration, please email Ben.Turnbull@roberthalf.</p>
<p>We are looking for a dedicated Office Assistant to join our team in New York, New York. This ongoing Contract position offers an exciting opportunity to contribute to the smooth operation of our workplace while ensuring a welcoming and detail-oriented environment for employees and visitors. The ideal candidate will excel in organizational tasks, customer service, and administrative support.</p><p><br></p><p>Responsibilities:</p><p>• Create a welcoming and detail-oriented atmosphere for employees, guests, and candidates by delivering exceptional hospitality.</p><p>• Keep reception and shared spaces clean, organized, and inviting for all team members.</p><p>• Monitor and manage office deliveries, ensuring employees are promptly notified of package arrivals.</p><p>• Coordinate daily lunch catering logistics, including placing orders, greeting delivery drivers, and arranging meals for up to 70 employees.</p><p>• Utilize the Envoy platform to oversee desk availability and team member locations.</p><p>• Compile and present weekly and monthly security metrics, highlighting trends and incidents.</p><p>• Plan and execute onsite events such as socials and happy hours, handling logistics, budgets, vendor coordination, and promotional materials.</p><p>• Collaborate with the Workplace team and other business partners on various projects and initiatives.</p><p>• Support workplace processes including employee offboarding, ticketing systems, and facility management tasks.</p>
We are looking for a highly skilled and motivated AVP Product Manager to oversee the implementation, configuration, and management of NetSuite ERP systems within our organization. This role requires a strategic thinker with extensive technical expertise, strong project management abilities, and the capability to work collaboratively with multiple departments such as Finance, Business Analytics, and External Affairs. The ideal candidate will drive operational efficiency and business intelligence through effective system integration and management.<br><br>Responsibilities:<br>• Lead the full lifecycle of NetSuite ERP implementation, including setup, data migration, system integration, and validation.<br>• Manage ongoing administration of NetSuite to ensure optimal performance, security, and scalability.<br>• Oversee the maintenance and functionality of additional systems, including McCracken Strategy, Concur, and SmartCapital.<br>• Collaborate with teams across departments to align system capabilities with organizational processes and reporting objectives.<br>• Develop and customize dashboards, workflows, and system functionalities to meet strategic goals.<br>• Provide technical support and training for users, including the creation of manuals and documentation.<br>• Monitor system performance and recommend improvements to enhance usability and efficiency.<br>• Handle IT-related invoices, vendor payments, and departmental budgets, ensuring proper reconciliation and oversight of procurement processes.<br>• Ensure data integrity and consistency across all software applications and business units.<br>• Act as the liaison between IT, Finance, and external vendors to deliver effective technology solutions.
<p>We are seeking an experienced Tax Manager to join a respected boutique firm in Hawthorne, New York. In this dynamic role, you will be responsible for overseeing the preparation and review of a range of tax returns for individuals, corporations, and partnerships, while also providing strategic guidance on tax planning and compliance. The position offers excellent potential for career advancement into leadership, supporting the firm’s succession strategy. You will play a key role in mentoring junior staff, enhancing client relationships, and contributing to business development initiatives that fuel the growth of the firm. Extended hours during busy seasons are required to ensure timely client service.</p>
We are looking for an experienced Security Manager to oversee and enhance our organization's cloud and infrastructure operations in West Trenton, New Jersey. This role requires a highly skilled individual capable of leading technical teams, developing strategic roadmaps, and ensuring compliance with security policies and standards. The ideal candidate will possess strong leadership capabilities, technical expertise, and a proactive approach to addressing cybersecurity challenges.<br><br>Responsibilities:<br>• Lead cloud operations and provide technical expertise for infrastructure engineering projects, including IaaS, PaaS, and SaaS.<br>• Act as a liaison between technical teams and business units, offering guidance on complex system designs and implementations.<br>• Research emerging technologies and develop roadmaps for infrastructure and desktop solutions aligned with business objectives.<br>• Manage and mentor team members, fostering collaboration and ensuring alignment with organizational goals.<br>• Oversee incident response efforts, monitor cybersecurity events, and provide escalation support for critical issues.<br>• Evaluate team performance and provide constructive feedback, addressing conflicts or performance concerns as needed.<br>• Collaborate with IT teams and vendors to troubleshoot hardware and software issues, ensuring optimal server performance.<br>• Create and maintain disaster recovery documentation, participating in regular testing and recovery procedures.<br>• Implement end-user technology strategies that enhance operational continuity and efficiency.<br>• Ensure adherence to policies, procedures, and standards across all infrastructure and security initiatives.
<p>We are looking for an experienced Senior Cost Accountant to join our team in Secaucus, New Jersey. This role requires a detail-oriented individual with a solid background in cost accounting, particularly within manufacturing environments. The ideal candidate will have exceptional analytical skills and the ability to work effectively with complex systems and data.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and manage cost accounting functions, including standard cost and manufacturing cost processes.</p><p>• Prepare detailed cost analyses to support financial planning and decision-making.</p><p>• Utilize advanced Excel skills to streamline data management and reporting tasks.</p><p>• Collaborate with cross-functional teams to ensure accurate cost allocation and reporting.</p><p>• Monitor and improve cost control measures to optimize business operations.</p><p>• Provide insights and recommendations based on financial data and cost trends.</p><p>• Maintain and update cost accounting systems, ensuring data accuracy and reliability.</p><p>• Assist in financial audits and ensure compliance with accounting standards.</p><p>• Identify opportunities for process improvement within cost accounting practices.</p><p>• Support management with cost-related reports and presentations.</p>
<p>We are seeking a reliable and detail-oriented Front Desk Assistant to support our office on a short-term contract basis through the end of the month. This part-time role provides an opportunity to work in a professional and supportive property management environment.</p><p><br></p><p>Responsibilities:</p><p>• Answer incoming calls and direct them to the appropriate property manager or department.</p><p> • Greet and assist visitors, tenants, and vendors in a courteous and professional manner.</p><p> • Receive, sort, and distribute mail and deliveries promptly.</p><p> • Keep the reception area clean, organized, and presentable at all times.</p><p> • Perform general administrative duties including filing, data entry, and scanning.</p><p> • Assist with tenant communications and coordination of maintenance requests.</p><p> • Help schedule appointments and manage office calendars.</p><p> • Monitor office supply inventory and assist with reordering when needed.</p><p> • Provide additional clerical and coordination support as required.</p>
<p>We are looking for an experienced Pool Operations Manager to oversee and coordinate aquatic operations at a community aquatics and fitness center in Old Bridge, New Jersey. This role requires strong leadership capabilities and a dedication to ensuring the safety, cleanliness, and enjoyment of all visitors. Prior experience in the Aquatics fitness industry is required along with industry specific certifications. </p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage lifeguard staff, ensuring adherence to safety protocols and maintaining a high level of performance.</p><p>• Organize and oversee aquatic programming, including classes, events, and recreational activities.</p><p>• Coordinate facility rentals and ensure smooth operations for external groups and community organizations.</p><p>• Make hiring decisions to build a skilled and reliable team of aquatic staff.</p><p>• Establish and maintain strong relationships with vendors to ensure the availability of necessary equipment and services.</p><p>• Engage with the local community to promote programs and encourage participation.</p><p>• Conduct regular inspections of aquatic facilities to ensure cleanliness, safety, and compliance with regulations.</p><p>• Provide leadership and guidance to staff, fostering a detail-oriented and collaborative work environment.</p><p>• Develop and implement policies and procedures to optimize operational efficiency and visitor satisfaction.</p>
<p>80,000 - 85,000</p><p><br></p><p>Benefits:</p><ul><li>paid time off</li><li>health insurance</li></ul><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee daily office operations, ensuring a well-organized and efficient work environment</li><li>Manage accounts payable/receivable, payroll, and expense tracking using QuickBooks</li><li>Support budgeting and financial reporting processes</li><li>Coordinate meetings, travel arrangements, and internal communications</li><li>Maintain office inventory and vendor relationships</li><li>Assist with onboarding new employees and maintaining HR records</li><li>Serve as a point of contact for internal staff and external clients</li></ul><p><br></p>
<p>Are you an experienced operations and HR professional who thrives in a fast-paced environment? We are seeking a Human Resources and Operations Support Specialist to lead strategic HR initiatives, oversee financial coordination, and drive operational excellence for a growing organization. This role requires exceptional communication skills, strong leadership, and the ability to manage multiple priorities with precision and professionalism.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead HR functions including onboarding, training, benefits administration, payroll, and compliance</li><li>Develop and optimize operational procedures and firm policies for efficiency and clarity</li><li>Coordinate budgeting processes, financial reporting, and vendor relationships</li><li>Manage internal and external communications aligned with organizational goals</li><li>Facilitate executive meetings, set agendas, and ensure accountability for strategic projects</li><li>Oversee IT systems and vendor management for operational continuity</li><li>Ensure compliance with regulatory and insurance requirements, including audits and renewals</li><li>Drive employee engagement and culture-building initiatives in a remote environment</li><li>Strategically plan and execute recruitment processes to support organizational growth</li><li>Identify and implement process improvements using data-driven insights</li></ul><p><br></p>
Responsibilities:<br><br>Oversee the day-to-day operations of co-op and condo properties, including building maintenance, vendor management, and staff supervision.<br>Serve as the primary liaison between boards of directors, residents, contractors, and service providers.<br>Manage annual budgets, track expenses, and prepare financial reports for board review.<br>Coordinate and attend board meetings, prepare meeting agendas, minutes, and distribute relevant documents.<br>Ensure compliance with state and local regulations, building codes, and co-op/condo by-laws.<br>Handle resident inquiries, complaints, and conflict resolution in a professional and timely manner.<br>Supervise all property maintenance requests, capital improvements, and renovation projects.<br>Negotiate contracts with third-party vendors and oversee their performance.<br>Facilitate the interviewing and onboarding process for prospective co-op shareholders or condo unit owners.<br>Assist with annual building insurance renewals, property tax assessments, and compliance filings.<br>Qualifications:<br><br>Proven experience managing co-op and condo properties.<br>Knowledge of legal, financial, and operational aspects of co-op and condominium management.<br>Exceptional written and verbal communication skills.<br>Proficiency in property management software and Microsoft Office Suite.<br>Ability to multi-task and prioritize in a fast-paced environment.<br>Superior problem-solving and customer service abilities.<br>Experience working with boards and understanding governance structures.<br>Certification in property management (such as CPM, ARM, or NY-specific licensing) preferred.
<p>We are looking for an experienced Executive Assistant to join our team located in the Greater Philadelphia Region. As an Executive Assistant you will be provide comprehensive administrative support, including execution of special projects, assist with meeting coordination, planning, and preparation by creating presentations for team members.</p><p><br></p><p>What you get to do every single day:</p><p>· Process expense reports, ensuring accuracy, compliance with established policies, and timely reimbursement.</p><p>· Manage senior leadership calendars, coordinate meetings across multiple time zones, and arrange travel logistics.</p><p>· Support client-related events, meetings, and presentations, including handling logistics and preparing materials.</p><p>· Coordinate and collaborate with internal departments such as Finance, Compliance, and Asset Management.</p><p>· Prepare, proofread, and edit job arrangement documents in accordance with organizational standards.</p><p>· Process and track engagement letters using e-signature platforms.</p><p>· Maintain and administer entries in client acceptance portals for new and ongoing engagements, ensuring all submissions are complete, accurate, and compliant.</p><p>· Generate and distribute reports for client engagement teams as needed.</p><p>· Prepare and track business development reports and activities for senior leaders.</p><p>· Provide front desk and reception support as needed, including greeting visitors, answering and directing calls, managing incoming mail, and supporting general office tasks.</p><p><br></p><p><br></p><p><br></p>
<p>115,000 - 125,000</p><p><br></p><p>Benefits:</p><ul><li>Hybrid</li><li>Dental</li><li>Vision</li><li>Health </li><li>401k</li></ul><p> Responsibilities:</p><ul><li>Prepare and file various tax returns (Individual, Partnership, S Corp, Gift, Private Foundation).</li><li>Advise clients on tax planning, estate strategies, and charitable giving.</li><li>Respond to client and advisor inquiries on tax, asset, and liability matters.</li><li>Collaborate with attorneys and employers on compensation, RSUs, and tax issues.</li><li>Oversee or prepare financial reports including net worth summaries and cash flow statements.</li><li>Support clients with ad-hoc projects (e.g., LLC filings, foundation gifts, compliance tasks).</li><li>Develop and implement strategic tax plans tailored to client needs.</li></ul><p><br></p>
<p>90,000 - 110,000</p><p><br></p><p>Benefits:</p><ul><li>medical</li><li>dental</li><li>prescription</li><li>paid time off</li><li>paid holidays</li></ul><p><br></p><p>We are looking for an experienced Human Resources (HR) Manager to oversee and enhance the employee experience in our organization. This role involves managing HR operations, employee relations, and benefits administration while driving compliance and efficiency across all HR functions. The ideal candidate will bring a strategic mindset and a passion for fostering a positive and productive workplace.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage employee relations initiatives to ensure a supportive and inclusive work environment.</p><p>• Oversee HR administration processes, including maintaining accurate records and ensuring compliance with policies.</p><p>• Administer and manage employee benefits programs, addressing inquiries and maintaining cost-effective solutions.</p><p>• Utilize HRIS systems to streamline processes and maintain accurate employee data.</p><p>• Develop and implement onboarding procedures to ensure a seamless integration for new hires.</p><p>• Collaborate with leadership to align HR strategies with organizational goals.</p><p>• Monitor and ensure compliance with employment laws and regulations.</p><p>• Provide guidance and support to managers and employees on HR-related issues.</p><p>• Analyze HR metrics to identify trends and recommend improvements.</p><p>• Drive initiatives to enhance employee engagement and retention.</p>
<p>Robert Half is seeking a detail-oriented Data Entry Clerk to join a local organization. This position plays a key role in maintaining accurate business records and ensuring that data is up-to-date, organized, and accessible.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Input, update, and maintain information in company databases and systems</li><li>Review data for accuracy and completeness</li><li>Perform regular audits to identify and resolve data discrepancies</li><li>Handle sensitive and confidential information appropriately</li><li>Generate reports and support data management projects as needed</li><li>Assist with general administrative tasks to support the team</li></ul><p><br></p>
We are looking for a skilled Database Technology Manager to lead and oversee data management and analytics initiatives. This role requires a balance of technical expertise and leadership to drive innovation and ensure data-driven decision-making across the organization. Based in New York, New York, you will play a critical role in managing advanced database technologies and fostering collaboration between technical and business teams.<br><br>Responsibilities:<br>• Lead the development and implementation of advanced database solutions to meet organizational goals.<br>• Manage and optimize data analytics tools, including Tableau and Microsoft SQL Server, to ensure seamless operations.<br>• Collaborate with cross-functional teams to gather requirements and deliver actionable insights through data visualization.<br>• Provide mentorship and training to team members on data analytics tools and methodologies.<br>• Develop and maintain data governance standards to ensure data security and compliance.<br>• Oversee the creation of compelling visual narratives to communicate data insights effectively to stakeholders.<br>• Drive innovation by identifying opportunities for process improvements and new data solutions.<br>• Stay updated on the latest advancements in database technologies and data science to apply best practices.<br>• Support the design and maintenance of data pipelines and engineering systems.<br>• Collaborate on Agile-based projects to ensure timely and efficient delivery of data-related initiatives.
We are looking for an IT & Business Systems Analyst to join our team in Oyster Bay, New York. In this role, you will play a key part in bridging technology and business needs by optimizing systems, improving workflows, and supporting IT operations. The ideal candidate will have a strong background in business analysis, system coordination, and technical problem-solving.<br><br>Responsibilities:<br>• Collaborate with stakeholders to identify, analyze, and document requirements for software projects and system enhancements.<br>• Manage and enhance the Kace ticketing system, focusing on workflow optimization and reporting.<br>• Assess and recommend technology solutions in collaboration with the IT Manager and external vendors.<br>• Coordinate system implementations, lead user training sessions, and create comprehensive documentation to support users.<br>• Partner with the Manufacturing Process Analyst to align IT strategies with operational workflows.<br>• Develop and maintain standardized IT processes, ensuring clear communication and efficient workflows across teams.<br>• Oversee the management and organization of SharePoint content and structure to improve usability.<br>• Identify opportunities for automation using Microsoft tools and third-party applications, and implement solutions.<br>• Work with external vendors to enhance website content management systems.<br>• Provide backup support for desktop and end-user IT-related issues to ensure seamless operations.
We are looking for an experienced SAP Master Data Solution Specialist to join our team in Brooklyn, New York. In this long-term contract role, you will play a critical part in managing master data processes and ensuring data governance within a dynamic manufacturing environment. This position offers the opportunity to leverage cutting-edge SAP technologies, including S/4HANA Cloud, while collaborating with multiple stakeholders.<br><br>Responsibilities:<br>• Implement and support SAP Master Data Management solutions, focusing on S/4HANA Cloud.<br>• Apply SAP Activate methodologies and Agile principles to streamline project execution.<br>• Develop and maintain master data governance frameworks and lifecycle management processes.<br>• Utilize SAP Fiori applications and embedded analytics to enhance data-driven decision-making.<br>• Collaborate with cross-functional teams to ensure the accuracy and quality of master data.<br>• Conduct data quality assessments and implement corrective actions to address discrepancies.<br>• Provide training and guidance to stakeholders on master data management best practices.<br>• Troubleshoot and resolve issues related to master data systems and processes.<br>• Assist in optimizing data workflows to support organizational goals.
We are looking for an experienced Customer Service Representative to join our team in Fairfield, New Jersey. This Contract to permanent position requires a dedicated and detail-oriented individual who excels in assisting customers, resolving inquiries, and handling transactions with precision and care. As a vital member of the team, you will play a key role in ensuring customer satisfaction while maintaining accurate records and managing operational tasks.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries, providing detailed information about products, services, and policies.<br>• Process purchases, exchanges, and returns efficiently while ensuring a seamless customer experience.<br>• Resolve customer issues by identifying solutions and maintaining a detail-oriented and empathetic approach.<br>• Accurately handle sales transactions, including database updates and payment processing.<br>• Maintain organized and detailed records to support business operations and customer needs.<br>• Answer inbound calls and address customer concerns with clarity and professionalism.<br>• Make outbound calls when necessary to follow up on customer inquiries or resolve pending issues.<br>• Collaborate with team members to improve processes and enhance the overall customer experience.<br>• Ensure compliance with company guidelines and procedures in all interactions.<br>• Stay up-to-date with product knowledge to provide accurate and helpful information to customers.
<p>We are looking for a skilled Operations Manager to oversee investment operations in a dynamic environment. The role involves managing various aspects of investment execution, settlement processes, and maintaining seamless coordination across teams and external stakeholders. This position offers a unique opportunity to engage with high-level executives and contribute to strategic projects.</p><p><br></p><p>Responsibilities:</p><p>• Manage and support the sourcing and execution of investment transactions, ensuring accuracy and efficiency.</p><p>• Monitor and track existing investments and maintain a detailed record of the pipeline.</p><p>• Coordinate with external back-office teams to ensure smooth settlement processes.</p><p>• Establish and maintain precise and thorough communication with C-suite executives of public companies throughout the investment lifecycle.</p><p><br></p>
<p><br></p><p>Are you an experienced administrative professional with a passion for client service in the financial sector? We are seeking a <strong>Licensed Senior Wealth Management Assistant</strong> to join a growing wealth management team in Northern NJ. This role offers the opportunity to work in a fast-paced, client-focused environment where attention to detail and proactive support are key.</p><p><strong>What You’ll Do:</strong></p><ul><li>Coordinate client meetings and manage pre/post-meeting documentation</li><li>Assist with account openings, maintenance, and client service requests</li><li>Maintain CRM data integrity and generate client-facing reports</li><li>Respond to client inquiries promptly and professionally</li></ul><p><br></p>
