<p>At Robert Half, we connect dedicated professionals with organizations focused on building strong client relationships and business success. Our client is seeking an Account Coordinator to support account management activities, facilitate communications, and ensure client satisfaction.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a point of contact for client inquiries and requests</li><li>Assist in managing client accounts and ensuring quality service delivery</li><li>Prepare presentations, client reports, and meeting materials</li><li>Coordinate internal resources to support account initiatives</li><li>Track project timelines and deliverables, ensuring deadlines are met</li><li>Support billing and invoicing by maintaining accurate records</li><li>Contribute to process improvements and team efficiency</li></ul><p><br></p>
<p><strong>About the Organization:</strong></p><p> Our client is a mission-driven nonprofit organization dedicated to supporting diverse communities and providing essential services to those in need. They value compassion, cultural understanding, and a commitment to making a difference.</p><p><strong>Position Overview:</strong></p><p> We are seeking a dedicated and culturally competent <strong>Case Specialist</strong> fluent in <strong>Farsi, Dari, or Pashto</strong> to join our team. The ideal candidate will provide case management support, assist clients with accessing critical resources, and help navigate complex social services systems. This role requires excellent communication skills, empathy, and attention to detail.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide case management services to clients, including intake, assessment, and follow-up.</li><li>Assist clients in accessing resources, benefits, and services tailored to their individual needs.</li><li>Maintain accurate records of client interactions and case progress.</li><li>Serve as a cultural and linguistic bridge, ensuring clear communication for Farsi/Dari/Pashto-speaking clients.</li><li>Collaborate with internal teams and community partners to provide comprehensive support.</li><li>Advocate for clients’ needs and connect them with additional support programs as necessary.</li></ul><p><br></p>
<p>An established and expanding manufacturing and distribution company is hiring an <strong>HR Operations Specialist</strong> to support the full employee lifecycle. This role is ideal for someone who enjoys the technical side of HR while still engaging with employees and leadership.</p><p><strong>🔧 Key Responsibilities</strong></p><ul><li>Administer employee onboarding, offboarding, and HRIS updates</li><li>Maintain accurate personnel records and ensure compliance with California labor laws</li><li>Support benefits enrollment, changes, and employee inquiries</li><li>Prepare HR reports, metrics dashboards, and audit documentation</li><li>Assist with policy updates and internal HR communications</li><li>Partner with payroll and finance teams to ensure accurate employee data flow</li><li>Provide front-line HR support to supervisors and staff</li></ul>
<p>Our client, a well-established <strong>construction and development firm in Vista</strong>, is expanding their AP team and seeking a dependable, detail-driven <strong>Accounts Payable Specialist</strong> who thrives in a structured, deadline-oriented environment. You’ll handle high-volume invoices, job cost coding, subcontractor paperwork, and weekly payments for multiple active projects across North County.</p><p><strong>What You’ll Do</strong></p><ul><li>Process 200–400 invoices weekly with accurate coding and multi-level approval routing</li><li>Review subcontractor billing, lien releases, insurance certificates, and compliance docs</li><li>Perform 2‑way and 3‑way match for materials, POs, and job cost invoices</li><li>Manage weekly check runs, ACH batches, and vendor payments</li><li>Reconcile vendor statements, resolve discrepancies, and maintain vendor files</li><li>Support Project Managers with cost reports, invoice status, and budget tracking</li><li>Assist with 1099 preparation, W‑9 requests, and year‑end reporting</li><li>Contribute to month-end close through AP accruals and reporting</li><li>Maintain AP documentation for audits, internal controls, and job audits</li></ul><p><br></p>
<p>A well-established healthcare services organization in Solana Beach is seeking a highly organized and detail-driven <strong>Billing Specialist</strong> to oversee complex billing cycles and ensure accurate revenue capture. This role requires someone who understands compliance, documentation standards, and the importance of precision in a regulated environment.</p><p>You will serve as a key liaison between operations, accounting, and clients to ensure invoices are accurate, timely, and fully supported.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and submit detailed invoices based on service documentation</li><li>Verify billing accuracy against contracts and rate schedules</li><li>Research and resolve billing discrepancies and client inquiries</li><li>Post payments and reconcile accounts</li><li>Monitor aging reports and assist with light collections follow-up</li><li>Maintain accurate digital documentation and billing records</li><li>Support month-end revenue reporting and reconciliations</li><li>Collaborate with accounting and operations teams to improve billing workflows</li></ul>
We are looking for a dedicated Collections Specialist to join our team in Tustin, California. In this long-term contract position, you will play a key role in ensuring the timely collection of payments and maintaining strong relationships with clients. Your expertise in handling billing functions and resolving discrepancies will contribute to the efficiency and success of our operations.<br><br>Responsibilities:<br>• Conduct daily outreach to clients for payment collection and account follow-ups.<br>• Negotiate and establish payment plans with clients to resolve outstanding balances.<br>• Accurately post payments to accounts and ensure proper documentation.<br>• Investigate and resolve billing discrepancies to maintain account accuracy.<br>• Collaborate with internal teams to address client concerns and improve collection processes.<br>• Monitor account statuses and prepare reports on collection activities.<br>• Maintain compliance with company policies and industry standards during all collection efforts.<br>• Build positive relationships with clients to encourage timely payments and maintain trust.<br>• Identify and escalate complex cases to management as necessary.
<p>We are a stable and growing manufacturing company headquartered in Ontario, CA, known for delivering high-quality products to customers nationwide. As we continue to expand, we are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our accounting team.</p><p>This role is ideal for someone who thrives in a fast-paced, high-volume environment and enjoys working cross-functionally with sales, customer service, and operations.</p><p><br></p><p>Position Overview</p><p>The Accounts Receivable Specialist will manage full-cycle AR functions, including invoicing, cash applications, collections, and account reconciliations. Experience in a manufacturing or distribution environment is highly preferred due to the complexity of customer billing, freight terms, deductions, and chargebacks.</p><p><br></p><p>Key Responsibilities</p><ul><li>Generate and distribute customer invoices accurately and timely</li><li>Post daily cash receipts (ACH, wires, lockbox, credit card)</li><li>Perform account reconciliations and maintain AR aging schedules</li><li>Manage collections efforts and follow up on past-due accounts</li><li>Investigate and resolve billing discrepancies, deductions, and chargebacks</li><li>Partner with Sales and Customer Service to resolve customer disputes</li><li>Assist with month-end close (AR reconciliations, bad debt analysis)</li><li>Prepare reports related to aging, DSO, and cash flow forecasting</li><li>Support year-end audit requests</li></ul>
<p>Are you an organized, detail-oriented professional looking for your next career move? Our team is seeking an Order Entry Specialist to provide essential support in processing and managing customer orders with accuracy and efficiency. This is a vital role that ensures a seamless workflow from order receipt to delivery.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Accurately enter and process customer orders into the system, ensuring information is complete and up to date.</li><li>Communicate with customers, sales teams, and internal departments to resolve order discrepancies or inquiries.</li><li>Track orders and provide status updates to customers and team members as needed.</li><li>Verify pricing, inventory availability, and delivery schedules.</li><li>Work collaboratively with shipping, logistics, and accounting teams to ensure smooth order fulfillment.</li><li>Maintain records and generate reports on order activity as requested.</li></ul><p><br></p>
<p>Our client, a mission-driven non-profit organization, is seeking a highly organized and personable Account Coordinator to join their team. This key role supports ongoing relationships with donors, partners, and stakeholders, ensuring top-notch service and smooth day-to-day operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for assigned accounts, providing exceptional support and timely responses to inquiries.</li><li>Coordinate and track account-related activities, including donation processing, partner communications, and event participation.</li><li>Maintain detailed and accurate records in CRM and reporting systems.</li><li>Support fundraising campaigns, outreach initiatives, and special events.</li><li>Assist with the development and distribution of communications, presentations, and reports to stakeholders.</li><li>Collaborate with internal teams to ensure client and partner needs are met promptly and professionally.</li><li>Help resolve account issues or escalate complex matters to management when necessary.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our team in Costa Mesa, California. In this long-term contract position, you will play a vital role in managing and processing high-volume invoices while ensuring compliance with company policies and procedures. This role requires a proactive approach to problem-solving and excellent organizational skills to maintain accurate financial records.</p><p><br></p><p>Responsibilities:</p><p>• Process a large volume of invoices, including PO-based, non-PO, and recurring invoices, with precision and adherence to company guidelines.</p><p>• Perform comprehensive 3-way matching by verifying purchase orders, receiving documentation, and invoices to ensure accuracy in pricing, quantities, and terms.</p><p>• Review invoices for proper general ledger coding, cost center allocation, tax compliance, and ensure routing for approvals according to company hierarchy.</p><p>• Investigate and resolve invoice discrepancies by coordinating with Purchasing, Receiving, Inventory Control, and vendors to reconcile issues.</p><p>• Conduct regular reviews of vendor statements to ensure all invoices are accounted for, processed, and paid on time.</p><p>• Support month-end closing activities by preparing accruals, reviewing aging reports, performing reconciliations, and reporting outstanding liabilities.</p><p>• Maintain organized digital records of invoices, purchase orders, receipts, and other supporting documentation in compliance with audit requirements.</p><p>• Utilize ORACLE systems effectively to process approvals and manage accounts payable workflows.</p><p>• Collaborate with internal teams to improve efficiency in invoice processing and payment cycles.</p><p>• Ensure compliance with internal controls and company policies throughout all accounts payable processes.</p>
We are looking for an experienced Direct Buyer Specialist to join our team in Chula Vista, California. In this long-term contract role, you will play a key part in managing procurement operations, ensuring supplier compliance, and supporting production needs. This position requires strong analytical skills and the ability to navigate complex purchasing processes.<br><br>Responsibilities:<br>• Coordinate procurement activities to meet production schedules and operational needs.<br>• Analyze supplier performance to ensure compliance and maintain quality standards.<br>• Develop and execute purchase orders while adhering to company policies and financial practices.<br>• Conduct detailed pricing and cost analysis to support budget objectives.<br>• Collaborate with engineering and operations teams to align procurement goals with production requirements.<br>• Monitor and report on commodity trends to optimize purchasing strategies.<br>• Utilize ERP systems to streamline procurement processes and data management.<br>• Negotiate contracts with suppliers to secure favorable terms and delivery schedules.<br>• Prepare and present metric reports to evaluate procurement efficiency.<br>• Ensure timely delivery of materials and maintain strong supplier relationships.
<p><strong>About the Organization:</strong></p><p> Our client is a nonprofit organization committed to serving diverse communities and providing essential support to individuals and families in need. They prioritize cultural understanding, compassion, and dedication to community impact.</p><p><strong>Position Summary:</strong></p><p> We are looking for a <strong>Bilingual Case Specialist</strong> fluent in <strong>Farsi, Dari, or Pashto</strong> to provide direct support to clients navigating social services. The ideal candidate will manage cases, connect clients to resources, and ensure clear communication across language and cultural barriers.</p><p><strong>Responsibilities:</strong></p><ul><li>Conduct client intake, assessments, and ongoing case management.</li><li>Connect clients with appropriate resources, benefits, and community services.</li><li>Maintain accurate and timely documentation of client interactions.</li><li>Serve as a liaison for Farsi/Dari/Pashto-speaking clients, facilitating clear understanding and access to services.</li><li>Collaborate with internal teams and external partners to provide comprehensive client support.</li><li>Advocate for clients and assist with navigating complex social service systems.</li></ul><p><br></p>
We are looking for an experienced IT Risk and Compliance Specialist to join our team in Santa Ana, California. In this role, you will play a vital part in ensuring our organization adheres to regulatory standards while safeguarding IT systems and processes. You will collaborate across departments to assess risks, conduct audits, and maintain compliance frameworks that support business objectives.<br><br>Responsibilities:<br>• Conduct comprehensive IT audits to evaluate the effectiveness of controls, security protocols, and operational processes.<br>• Perform risk assessments to identify vulnerabilities within IT systems and procedures, ensuring timely mitigation.<br>• Manage third-party risk assessments to evaluate vendor compliance and identify potential gaps.<br>• Develop and oversee audit plans aligned with organizational priorities and regulatory changes.<br>• Monitor remediation efforts resulting from audit findings and ensure timely resolution.<br>• Ensure compliance with relevant regulatory standards, including PCI and SOX requirements.<br>• Maintain and implement IT compliance frameworks, policies, and governance procedures.<br>• Collaborate with legal, finance, and other stakeholders to address compliance across systems and workflows.<br>• Stay informed about changes in regulations and assess their impact on IT and business operations.
We are looking for a detail-oriented Collections Specialist to join our team in Santa Ana, California. This is a long-term contract position that offers the opportunity to work in a fast-paced environment, focusing on accounts receivables and collections within the construction industry. If you have a strong background in commercial collections and are skilled at resolving invoice discrepancies, this role could be an excellent fit for you.<br><br>Responsibilities:<br>• Manage high-volume outbound collection calls to suppliers and customers, ensuring timely payments and addressing outstanding balances.<br>• Review subcontractor payment statements to identify and resolve discrepancies.<br>• Analyze and verify invoices, including combinations of invoices, to maintain accurate records.<br>• Investigate and resolve invoice and payment issues efficiently while maintaining clear and effective communication.<br>• Monitor accounts receivable balances, ensuring accurate tracking and reporting.<br>• Collaborate with internal teams to address payment concerns and maintain smooth processes.<br>• Maintain detailed documentation of collection activities and communications for reference and reporting.<br>• Build and maintain strong relationships with suppliers, customers, and vendors to facilitate effective collections.<br>• Uphold focus and productivity in a fast-paced work environment, ensuring deadlines are met.<br>• Utilize industry expertise to provide insights and solutions tailored to the construction sector.
We are looking for an experienced HR Specialist to join our team on a contract basis in Huntington Beach, California. In this role, you will oversee critical aspects of leave administration, compliance, and employee accommodations to ensure smooth operations and adherence to regulations. This position requires a strong background in human resources and an ability to thrive in a fast-paced, multi-state environment.<br><br>Responsibilities:<br>• Manage the complete lifecycle of employee leave requests, including company-sponsored and regulatory leaves, ensuring accuracy and compliance with legal deadlines.<br>• Stay updated on employment laws across various states to ensure organizational policies align with compliance standards.<br>• Facilitate interactive processes by collaborating with managers and employees to develop reasonable accommodations that balance individual needs and business objectives.<br>• Provide expert consultation to management and HR teams on complex leave cases, return-to-work plans, and related risks.<br>• Coordinate with external vendors, including leave administrators and workers' compensation carriers, to uphold service agreements and maintain accurate data.<br>• Analyze leave records and trends to identify areas for process improvements, policy adjustments, and training needs.<br>• Maintain detailed documentation and generate reports on leave metrics to support strategic workforce planning efforts.<br>• Ensure confidentiality and accuracy in managing employee records and information.<br>• Continuously improve leave management processes to enhance efficiency and compliance.
<p>Robert Half is partnering with a fast-growing <strong>consumer products brand</strong> headquartered in <strong>Carlsbad</strong> to hire a personable, solution‑oriented <strong>Customer Support Specialist</strong>. You’ll be the voice of the brand across phone, email, chat, and order portals—solving problems, tracking orders, and turning first‑time buyers into repeat customers. This is an ideal role for someone who loves a mix of service, light order management, and cross‑department collaboration with sales, operations, and shipping.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Own daily <strong>customer communications</strong> via phone, email, and chat; triage inquiries and resolve issues quickly and professionally.</li><li>Manage <strong>order entry</strong> and edits, shipment tracking, RMAs, replacements, and warranty claims.</li><li>Research and resolve delivery delays, damaged shipments, and mis‑shipments; coordinate with <strong>3PL/warehouse</strong>.</li><li>Maintain accurate case notes, update CRM records, and track trends to provide feedback to leadership.</li><li>Guide customers through <strong>product selection</strong>, promos, and basic troubleshooting; escalate technical issues as needed.</li><li>Collaborate with <strong>Sales Ops</strong> and <strong>Accounting</strong> on order holds, credits, tax, and payment discrepancies.</li><li>Prepare daily and weekly summaries on <strong>SLAs</strong>, ticket volumes, and top customer pain points.</li><li>Contribute to <strong>knowledge base</strong> articles and help streamline macros, templates, and SOPs.</li></ul>
<p>A respected professional services firm in San Diego is seeking a <strong>Senior Client Services Coordinator</strong> who thrives at the intersection of client experience, operational precision, and executive support. This is a high-visibility role supporting key accounts and leadership while ensuring white-glove service delivery. This position is ideal for someone who has outgrown traditional administrative work and is ready to own client workflows end-to-end.</p><p><br></p><p><strong>What You’ll Drive</strong></p><ul><li>Serve as primary administrative liaison for high-value client accounts</li><li>Coordinate complex scheduling, deliverables, and client communications</li><li>Monitor service timelines and proactively resolve bottlenecks</li><li>Prepare client-facing reports, presentations, and correspondence</li><li>Maintain CRM data integrity and account documentation</li><li>Partner cross-functionally with finance, operations, and leadership</li><li>Track KPIs and generate service performance reports</li><li>Support process improvement initiatives across the client lifecycle</li></ul>
<p>Robert Half is partnering with an innovative and rapidly expanding <strong>manufacturing/consumer products company in Carlsbad</strong> looking to bring on a skilled <strong>Accounts Receivable Specialist</strong>. This role is perfect for someone who enjoys customer interaction, clean reconciliations, and supporting a busy Finance team during a period of sustained growth. If you thrive in a fast-paced environment and like owning the AR process from invoicing through cash application, this one will be a great fit.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and send invoices for domestic and international customers</li><li>Apply cash receipts, ACHs, credit card payments, and wire transfers</li><li>Monitor AR aging, follow up on past-due accounts, and manage collections outreach</li><li>Investigate and resolve payment discrepancies, short pays, and chargebacks</li><li>Coordinate closely with Sales, Customer Service, and Shipping to ensure billing accuracy</li><li>Process credit memos, adjustments, and customer account reconciliations</li><li>Prepare weekly AR reports for leadership, highlighting trends and at-risk accounts</li><li>Support month-end tasks: reconciliations, journal entries, and reporting packages</li><li>Maintain documentation for auditors and internal controls</li></ul>
<p>Our client, an industry-leading <strong>manufacturing company in Escondido</strong>, is seeking a dependable and detail-oriented <strong>Accounts Receivable Specialist</strong> to manage customer billing, collections, and account reconciliations. This role is ideal for someone who enjoys a mix of customer interaction, problem-solving, and accurate financial processing within a fast-moving, production-based business.</p><p><br></p><p><strong>What Makes This Role Stand Out</strong></p><ul><li>Join a company known for innovation, high-quality products, and long-term stability.</li><li>Work in a dynamic environment supporting production, logistics, and finance teams.</li><li>Be the main point of contact for customer billing and payment coordination.</li><li>Play a key role in maintaining healthy cash flow and customer relationships.</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><p>✓ Generate and send customer invoices based on shipments, deliveries, or milestones</p><p>✓ Apply payments, cash receipts, and deposits in the accounting system</p><p>✓ Monitor aging reports and follow up on overdue accounts</p><p>✓ Reconcile customer accounts and resolve discrepancies</p><p>✓ Communicate professionally with customers regarding billing questions</p><p>✓ Process credit memos, adjustments, and account corrections</p><p>✓ Maintain collections notes and documentation</p><p>✓ Support month-end close with AR reports, reconciliations, and analysis</p><p>✓ Coordinate internally with sales, operations, and shipping to verify data</p><p><br></p>
<p>A rapidly growing healthcare services organization in San Diego is seeking a <strong>detail-obsessed and people-focused Talent Acquisition Coordinator</strong> to support high-volume recruiting initiatives. This role is perfect for someone who thrives in a fast-moving environment and enjoys being the operational backbone of the hiring process.</p><p><strong>🚀 What You’ll Do</strong></p><ul><li>Coordinate and schedule high-volume interviews across multiple departments and leadership levels</li><li>Maintain real-time candidate tracking within the ATS and ensure data integrity</li><li>Partner closely with recruiters and hiring managers to streamline recruitment workflows</li><li>Draft and distribute polished candidate communications and offer documentation</li><li>Monitor recruiting pipelines and generate weekly hiring activity reports</li><li>Support onboarding logistics to ensure a seamless candidate-to-employee transition</li><li>Assist with employer branding initiatives and recruiting events throughout San Diego County</li></ul><p><br></p>
Are you a driven and detail-oriented detail oriented with strong experience in billing and collections? Do you enjoy learning and adapting to new systems in a dynamic work environment? We’re looking for a Medical Billing/Collections Specialist to join our team and contribute to the success of our mental health practice. This role involves working within our proprietary Windows-based billing software—a user-friendly system that’s easy to master—with training and support available every step of the way. <br> The right candidate will bring at least 2 years of billing and collections experience, demonstrate common sense, and show a willingness to ask questions when facing challenges. You won’t need coding expertise, but you should have a clear understanding of medical billing processes. <br> Key Responsibilities Utilize in-house proprietary billing software to manage billing and collections tasks. Process accounts with accuracy, maintaining compliance with billing procedures and organizational standards. Take initiative to master the software tools provided, ensuring correct workflows and timely account management. Address billing issues and resolve account discrepancies while adhering to ICD-10 standards (no coding experience required). Progress through a structured training program that starts with simpler accounts and builds toward more complex tasks as your understanding deepens. Communicate effectively with teammates, supervisors, and external stakeholders to achieve timely resolutions for billing inquiries. Exhibit a proactive, aggressive attitude toward learning and performing your duties at a high standard.
<p>Robert Half is partnering with a respected <strong>professional services firm</strong> to hire a polished, detail-oriented <strong>Office Manager</strong> who can oversee day-to-day office operations, coordinate administrative support, and serve as a cultural ambassador for the team. Perfect for someone who enjoys organization, people engagement, and operational excellence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage all office operations, vendor relationships, supply ordering, and facility coordination</li><li>Provide support to leadership teams including calendar, meeting, and travel coordination</li><li>Assist with onboarding logistics, new hire orientation, and internal HR requests</li><li>Build and maintain a positive, supportive office culture with team events and communications</li><li>Review invoices, track expenses, and assist with light bookkeeping or AP/AR tasks</li><li>Oversee reception, incoming requests, and office workflow</li><li>Maintain organized filing systems, HR/administrative documentation, and SOPs</li><li>Support special projects including process improvements, office upgrades, and department coordination</li></ul>
<p>Robert Half is partnering with a growing and reputable moving and relocation company seeking a detail-oriented and highly organized <strong>Logistics Coordinator</strong> to support daily transportation and relocation operations. This role is ideal for someone who thrives in a fast-paced environment and enjoys coordinating schedules, resources, and client communication to ensure seamless service delivery.</p><p>Position Overview</p><p>The Logistics Coordinator will be responsible for coordinating residential and commercial moves, managing schedules, dispatching crews and vehicles, and ensuring timely and efficient service execution. This individual will serve as a key point of contact for customers, drivers, and internal teams.</p><p>Key Responsibilities</p><ul><li>Coordinate and schedule local and long-distance moving services</li><li>Dispatch drivers and moving crews, ensuring proper equipment and staffing levels</li><li>Communicate with customers to confirm move details, timelines, and special requirements</li><li>Monitor daily routes and adjust schedules as needed to accommodate changes or delays</li><li>Prepare and maintain shipping documents, contracts, and inventory records</li><li>Track shipments and provide real-time updates to customers and management</li><li>Resolve service issues promptly and professionally</li><li>Maintain accurate records within internal systems and ensure billing accuracy</li><li>Support warehouse coordination and inventory control as needed</li></ul><p><br></p>
We are looking for a detail-oriented Client Service Coordinator to join our team on a Contract basis in San Marcos, California. In this role, you will play a pivotal part in ensuring operational efficiency by managing administrative tasks, supporting client account processes, and maintaining organized documentation. This position requires excellent communication skills, a proactive approach to task management, and the ability to handle sensitive information with discretion.<br><br>Responsibilities:<br>• Coordinate team schedules by updating calendars, tracking tasks, and managing action items effectively.<br>• Document and distribute clear meeting notes while ensuring timely follow-up on assigned tasks.<br>• Process wealth management account paperwork, custodial forms, and perform data entry with accuracy.<br>• Assist with account openings, transfers, and custodial requests, following established procedures.<br>• Maintain organized and accurate file systems, adhering to naming conventions and document management protocols.<br>• Complete checklists thoroughly and ensure all steps are finalized independently.<br>• Manage high-volume operational tasks with precision and a sense of urgency.<br>• Communicate effectively in writing to support workflows and resolve issues promptly.
<p>A well‑established <strong>professional services firm</strong> in San Diego is seeking an experienced, strategic, and people-centered <strong>HR Manager</strong> to lead their HR function and serve as a trusted business partner to leadership. This is an opportunity to own HR end‑to‑end while shaping culture, processes, and talent strategy within a highly respected organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all HR operations: talent acquisition, onboarding, performance, employee relations, and policy management</li><li>Lead employee engagement, training programs, and organizational development initiatives</li><li>Advise managers on employee relations, coaching, corrective action, and performance improvement plans</li><li>Manage compensation structures, payroll coordination, and benefits administration</li><li>Ensure compliance with California labor laws and firm-wide policies</li><li>Guide HR strategy and process improvements</li><li>Oversee HRIS functions, reporting, and data analytics</li><li>Lead culture-building efforts and employee communication strategies</li></ul>
