<p>Thriving financial services organization is looking to staff an Internal Auditor who can evaluate the effectiveness of internal controls, risk management processes, and governance practices with the organization. This role conducts independent assessments to ensure compliance with regulatory requirements in addition to the following: assisting with control testing, preparing audit documentation, reviewing financial data and analytics, assisting with risk management, developing internal auditing plans, and identifying areas of improvement and recommending corrective action. The ideal Internal Auditor for this role must have the ability to drive performance, build strong relationships, and provide insight on internal controls and financial accuracy.</p><p><br></p><p>Responsibilities</p><p>· Conduct risk assessments</p><p>· Ensure governance and compliance are controlled and met</p><p>· Performing full audits</p><p>· Control Management</p><p>· Analyze and evaluate accounting documents</p><p>· Develop processes and plans to increase revenue</p>
<p>We have partnered with a successful organization on their search for a thorough Sr. Payroll Specialist with proven experience processing multi-state payroll for hourly and salaried employees. In this role, you will maintain employee payroll records, data entry of payroll transactions, process payroll garnishments, assist with cost analysis, reconcile payroll data, provide audit support, assist with payroll discrepancies, and coordinate with HR on employee tax updates. This candidate must have knowledge of payroll, wage and tax laws, and have the ability to multi-task time sensitive confidential request.</p><p> </p><p>Major Responsibilities</p><p>· Enter and process payroll data</p><p>· Assist with general accounting tasks</p><p>· Prepare financial statements</p><p>· Coordinate with HR on compliance regulations</p><p>· Handle incoming payroll call inquiries</p><p>· KPI Reporting</p><p>· Reconcile payroll data</p><p>· Process payroll calculations</p><p>· Assist with payroll discrepancies</p><p>· Prepare weekly/monthly payroll reports</p>
<p>Robert Half is looking for an organized and dependable Office Clerk to join a local and growing organization. In this role, you will handle administrative tasks that are vital to the success of construction projects. The ideal candidate is proactive, skilled in multitasking, and thrives in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and organize office records, files, and documentation related to ongoing and completed projects.</li><li>Process incoming and outgoing correspondence, including emails, letters, and invoices.</li><li>Input and update project data into company systems and ensure accuracy.</li><li>Assist with scheduling and calendaring meetings, appointments, and project timelines.</li><li>Support the construction management team with administrative needs, including preparing reports and presentations.</li><li>Liaise with vendors and subcontractors to ensure timely delivery of requested materials and services.</li><li>Manage office supplies and coordinate reordering as needed.</li><li>Answer phone calls, respond to inquiries, and provide excellent customer service to internal and external stakeholders.</li></ul><p><br></p>
<p>We are looking for a highly organized and detail-focused Data Entry Clerk to join our team in Ocean County, New Jersey. In this contract role, you will contribute to critical data management tasks, ensuring accuracy and efficiency in transferring information. This is an onsite position requiring consistent availability, Monday through Friday.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input data into designated systems, maintaining consistency and precision.</p><p>• Verify and cross-check data for correctness, identifying and resolving discrepancies.</p><p>• Collaborate with team members to streamline data-entry processes and ensure smooth workflows.</p><p>• Maintain confidentiality and security of sensitive information during data handling.</p><p>• Assist with organizing and managing records to support ongoing administrative needs.</p><p>• Participate in quality assurance reviews to uphold high standards of data integrity.</p><p>• Provide support for special projects related to data management and reporting.</p><p>• Ensure timely completion of assigned tasks while meeting deadlines and productivity goals.</p><p>• Communicate issues or challenges promptly to supervisors for resolution.</p><p>• Contribute to improving data entry procedures and identifying opportunities for optimization.</p>
<p>Northern Delaware client, seeks a Senior Accounting Manager with proven general ledger expertise. This role will be responsible for managing the month end process, creating financial reporting schedules, assisting with the quarterly/annual auditing process, overseeing general ledger activities, reviewing journal entries, preparing balance sheet reconciliations, ensuring compliance with GAAP/IFRS, developing financial growth strategies, maintaining the general ledger, overseeing daily accounting operations, and identifying opportunities for process improvements and system enhancements. We are looking for a Senior Accounting Manager with solid tax compliance and reporting skills, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multi-task while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Prepare and review financial statements, ensuring compliance with GAAP</p><p>· Develop and implement internal controls</p><p>· Analyze financial data and present reports to senior management</p><p>· Support budgeting, forecasting, and financial planning processes</p><p>· Manage general ledger accounting, reconciliations, journal entries, and accruals</p><p>· Coordinate and manage the month-end/year-end process</p><p>· Lead, mentor, and develop accounting staff</p>
<p>We are looking for an experienced Accounts Receivable Clerk to join our team in King of Prussia, Pennsylvania. This long-term contract position requires a detail-oriented individual with strong organizational skills and a commitment to maintaining accurate financial records. The ideal candidate will excel in managing client accounts, resolving payment issues, and ensuring efficient cash flow processes.</p><p><br></p><p>Responsibilities:</p><p>• Monitor corporate accounts and track overdue balances, including those exceeding 180 days.</p><p>• Ensure timely receipt of payments by implementing established cash collection procedures.</p><p>• Prepare and distribute monthly account statements and comprehensive client reviews.</p><p>• Manage a portfolio of clients, addressing inquiries and resolving escalated concerns promptly.</p><p>• Follow company policies and industry standards to uphold ethical and effective collection practices.</p><p>• Identify problematic accounts and determine appropriate strategies for resolution.</p><p>• Process client payments, including credit card transactions, with accuracy and efficiency.</p><p>• Clarify billing details and provide thorough explanations to clients regarding charges.</p><p>• Maintain precise documentation of all interactions and updates related to customer accounts.</p>
<p>We are looking for an experienced Senior Tax Accountant to join our team on a long-term contract basis in Woodbridge, New Jersey. This role offers an excellent opportunity to apply your expertise in individual, corporate, and sales tax preparation while ensuring compliance with state and federal regulations. If you excel in tax analysis and have a passion for delivering accurate and timely results, we encourage you to apply. This role will be fully onsite in Woodbridge, NJ. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual and corporate tax returns, ensuring accuracy and compliance with current laws.</p><p>• Handle sales tax filings and related documentation to meet state and local requirements.</p><p>• Conduct thorough tax research and analysis to support decision-making and resolve complex tax issues.</p><p>• Collaborate with internal teams to streamline tax preparation processes and improve efficiency.</p><p>• Stay updated on changes in tax regulations and implement necessary adjustments to maintain compliance.</p><p>• Provide guidance and support to less experienced team members on tax-related matters.</p><p>• Assist with audits and inquiries from tax authorities, ensuring timely and effective responses.</p><p>• Develop and maintain organized records for all tax-related documents and filings.</p><p>• Analyze financial data to identify tax-saving opportunities and recommend strategies to management.</p><p>• Ensure all deadlines for tax filings and payments are consistently met.</p>
<p>Innovative company, located within the Montgomery County area is looking to hire a Senior Staff Accountant with proven payroll experience and strong knowledge of generally accepted accounting principles. As the Senior Staff Accountant, you will perform account reconciliations, assist with the month end process, process vendor invoices, track daily accruals of income and expenses, prepare variance analysis, assist with yearly budget plan, reconcile general ledger accounts, prepare audit documentation, analyze financial reports, develop and implement revenue generating accounting processes and procedures, and prepare financial statements and reports. The ideal candidate should have proven abilities monitoring fixed assets and strong GAAP knowledge. </p><p><br></p><p>What you get to do daily</p><p>· Maintain client records</p><p>· Account Reconciliation</p><p>· Assist with month end close process</p><p>· Reconcile balance sheet accounts</p><p>· Prepare general ledger transactions</p><p>· Prepare financial reports and statements</p><p>· Build Strong Client Relationships</p><p>· Resolve compliance issues</p><p>· Ad hoc reporting</p>
We are looking for a detail-oriented Credit Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing accounts receivable, ensuring timely collection of past-due balances, and maintaining accurate financial records. The ideal candidate will possess strong analytical skills and the ability to collaborate effectively with cross-functional teams.<br><br>Responsibilities:<br>• Communicate with customers to secure payments for outstanding accounts receivable.<br>• Collaborate with sales, customer service, and distribution teams to facilitate timely customer shipments.<br>• Review and monitor credit holds and daily accounts receivable reports.<br>• Access banking portals to download and reconcile receipts, ensuring accurate daily financial totals.<br>• Retrieve remittance details and chargeback information from customer portals for accurate account application.<br>• Process approved payment deductions promptly and redirect disputes to appropriate departments.<br>• Support accounts receivable analysis and provide commentary for external auditors and banking representatives.<br>• Regularly review account aging reports and prepare customer-specific updates for management.<br>• Document collection activities for overdue accounts and escalate unresolved cases to management or external agencies.<br>• Investigate and resolve account discrepancies while maintaining appropriate credit holds for assigned accounts.
<p>Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust Administrator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills.</p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with trust administrative activities</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with database maintenance</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
We are looking for a skilled Technical Engineer to specialize in the configuration, optimization, and support of the Coupa platform. This role focuses on supplier enablement and integrations, requiring expertise in cXML protocols and procurement workflows. This is a long-term contract position based in Willow Grove, Pennsylvania.<br><br>Responsibilities:<br>• Configure and maintain Coupa modules such as Purchasing, Invoicing, Sourcing, Contract Lifecycle Management, and Supplier Management.<br>• Manage system settings, user roles, approval workflows, and custom fields to ensure platform efficiency.<br>• Collaborate with stakeholders to gather requirements and implement enhancements tailored to business needs.<br>• Monitor system performance, troubleshoot technical issues, and provide ongoing support.<br>• Lead supplier onboarding processes, ensuring smooth integration into the Coupa platform.<br>• Design, implement, and support cXML-based integrations for purchase orders, invoices, and catalogs.<br>• Coordinate testing and validation of cXML transactions between suppliers and internal teams.<br>• Maintain detailed documentation for integration specifications and onboarding procedures.<br>• Work closely with Procurement, Finance, and IT teams to align system capabilities with organizational goals.<br>• Provide training and support to end-users and suppliers, while staying up-to-date with Coupa updates and industry best practices.
<p>Advance possibility with a rewarding role as a <strong>Chart Retrieval Specialist</strong> in South Plainfield, NJ. Join a dynamic team dedicated to supporting health plans and medical groups through efficient risk-adjustment services and data collection. As a <strong>Chart Retrieval Specialist</strong>, you’ll use your tech skills and attention to detail to make a direct impact in the healthcare industry. Whether you’re already experienced or new to risk adjustment, this <strong>Chart Retrieval Specialist</strong> position offers full support, hands-on experience, and meaningful fieldwork.</p><p><br></p><p>Responsibilities:</p><ul><li>Travel up to 60 miles one way to healthcare provider offices to retrieve electronic and paper medical charts.</li><li>Use company-provided equipment to scan and securely upload medical records.</li><li>Coordinate access to records with office staff while maintaining professionalism and HIPAA compliance.</li><li>Accurately document completed retrievals and submit records via a secure system.</li><li>Complete all work submissions and communication from home – no reporting to an office required.</li><li>Participate in two days of paid remote training to get up to speed on processes and tools.</li><li>Collaborate with Team Leads and fellow Chart Retrieval Specialists as needed.</li></ul>
We are looking for an IT Audit Senior Consultant to join our team in Hammonton, New Jersey. This role focuses on evaluating technology systems, identifying risks, and delivering tailored solutions to enhance organizational performance. The successful candidate will leverage their expertise in IT frameworks, cybersecurity, and emerging technologies to provide strategic advice and foster strong client relationships.<br><br>Responsibilities:<br>• Conduct comprehensive assessments of IT systems and processes to identify risks and areas for improvement.<br>• Evaluate IT general controls, cybersecurity measures, data governance practices, and technology resilience within client organizations.<br>• Perform audits on cloud technologies, enterprise applications, and disaster recovery processes to ensure compliance and effectiveness.<br>• Develop and implement audit plans, including process flows, work programs, and detailed reports.<br>• Provide expert guidance on emerging technologies and analytics to help clients optimize their operations.<br>• Collaborate with clients to understand their business objectives and deliver tailored technology solutions.<br>• Lead teams in executing audit engagements, ensuring high-quality deliverables and adherence to timelines.<br>• Cultivate strong relationships with clients across various industries and act as a trusted advisor.<br>• Translate complex technology issues into actionable insights for client stakeholders, including executives.<br>• Mentor and supervise team members, fostering a culture of collaboration and continuous improvement.
<p>Reputable firm seeks a REMOTE Tax Manager with expertise preparing business and individual taxes while managing tax compliance, reporting, and planning activities. This Tax Manager will play a critical leadership role overseeing tax engagements for a diverse portfolio of clients. The responsibilities of this role include: managing tax planning, compliance, managing and mentoring staff, reviewing/preparing individual, trust and business tax returns, managing quarterly and annual tax provision processes, overseeing tax audits, researching business initiatives, preparing and reviewing tax forecasts, and mitigating tax risks. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Prepare tax journal entries, ensuring compliance within tax provisions</p><p>· Identify and mitigate tax risks</p><p>· Develop and implement strategic tax planning</p><p>· Review complex tax returns and quarterly/yearly projections</p><p>· Maintain and update the organization’s tax policies and documentation</p><p>· Review and analyze financial statements</p><p>· Monitor and interpret changes in tax legislation</p><p>· Coordinate tax audits</p><p>· Oversee special tax related projects</p>
<p>The Controller will be responsible for managing the company’s accounting operations, overseeing financial reporting, budgeting and analysis. The individual will work closely with the finance team on completing the following tasks: preparing financial statements, ensuring an accurate and timely month end close, leading the budgeting process, overseeing cash flow, providing financial analysis, managing accounts payable and receivable processes, and supervising and mentoring staff. We are looking for a candidate who can work in a fast-paced environment, possess a strong background in accounting and FP& A, and exceptional negotiation, communication, and interpersonal skills. </p><p><br></p><p>Major Responsibilities</p><p>· Review and manage accounting operations</p><p>· Oversee the month end close process</p><p>· Develop financial strategies</p><p>· Prepare financial statements and reports</p><p>· Account Reconciliations </p><p>· Consolidate financial data</p><p>· Internal Control Monitoring</p><p>· Assist with internal/external audit preparation</p><p>· Coach, Train, Mentor financial staff</p>
<p>Role Overview:</p><p>This contractor role focuses on supporting network, server, and Linux systems. The engineer will follow established processes for vCMTS and RPHY turn-ups across the country, with responsibilities spanning software installation, system upgrades, automation scripting, and incident mitigation.</p><p><br></p><p>Duration: August 18, 2025 – December 31, 2025 (Long-term)</p><p>Schedule: Onsite 4 days/week</p><p><br></p><p>Key Responsibilities:</p><ul><li>Support vCMTS platform stand-up, including software installation and network/system maintenance</li><li>Implement changes such as system upgrades, RMAs, and automation scripting</li><li>Identify service-impacting trends and collaborate with development teams for long-term solutions</li><li>Participate in incident mitigation and on-call rotation</li><li>Operate within a 24/7 environment, including availability for weekends and holidays</li></ul>
<p>A terrific law firm is seeking an experienced Real Estate Paralegal to support attorneys through all phases of real estate transactions, including purchases, sales, leases, and financing. The role involves document preparation and review, title research, due diligence, closing coordination, and regulatory compliance. Strong communication, organization, and multitasking skills are essential, as is the ability to manage complex commercial real estate transactions independently. This role does have some administrative aspects and is hybrid in office! </p><p><br></p><p>If you have Commercial Real Estate Paralegal experience and would like to be considered immediately please reach out to Kevin Ross at Robert Half in Philadelphia. </p>
<p>We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Bridgewater, New Jersey. In this role, you will provide essential clerical support to a fast-paced department, ensuring efficient operations and seamless coordination. If you thrive in a dynamic environment and have strong organizational skills, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Perform general administrative tasks such as preparing agendas, handling correspondence, and managing documentation.</p><p>• Answer and direct incoming calls professionally, providing a positive experience for callers.</p><p>• Schedule and coordinate meetings, appointments, and events using calendar management tools.</p><p>• Utilize Microsoft Word, Excel, and Outlook to create, edit, and organize documents and communications.</p><p>• Assist in the preparation of reports and presentations as needed.</p><p>• Handle data entry tasks with precision and attention to detail.</p><p>• Support special projects and ad hoc tasks as assigned to meet departmental goals.</p><p>• Maintain organized records and ensure timely retrieval of information.</p><p>• Collaborate with team members to streamline workflows and improve efficiency.</p><p>• Provide exceptional support to ensure departmental operations run smoothly.</p>
<p>We are looking for an experienced Plant Controller to join our client's dynamic team in the Lansdale, Pennsylvania area. In this role, you will serve as the financial leader within the plant, providing strategic insights and partnering with operations to drive value creation. This position offers the opportunity to influence profitability, improve processes, and lead a high-performing finance team.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with operations, supply chain, and sales teams to identify opportunities for value creation and process improvement.</p><p>• Analyze profit and loss trends to uncover areas for reducing waste and enhancing performance.</p><p>• Oversee the budgeting, forecasting, and financial reporting processes on weekly and monthly bases.</p><p>• Manage cost accounting functions, including standard cost updates, ensuring accuracy and alignment with organizational tools.</p><p>• Ensure compliance with internal controls and lead inventory reconciliation efforts.</p><p>• Provide leadership and mentorship to a team of finance professionals, fostering operational excellence.</p><p>• Develop compelling financial narratives to help stakeholders understand the insights behind the numbers.</p><p>• Drive initiatives focused on continuous improvement, leveraging lean methodologies to optimize processes.</p><p>• Serve as a key financial advisor to leadership, contributing to cross-functional decision-making.</p><p>• Utilize advanced financial tools and systems, such as SAP, to enhance reporting and decision-making.</p>
<p>We are looking for a detail-oriented Administrative Coordinator to manage daily office operations. This long-term contract position is ideal for someone with strong organizational skills and the ability to multitask efficiently. Based in Trenton, New Jersey, this role offers the opportunity to contribute to the smooth functioning of administrative processes.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate interdepartmental communications to ensure seamless collaboration.</p><p>• Manage schedules and appointments, including organizing meetings and events.</p><p>• Maintain and update filing systems to keep records accurate and easily accessible.</p><p>• Respond promptly to inbound calls and emails, providing excellent customer service.</p><p>• Conduct surveys and compile data to support decision-making processes.</p><p>• Scan and organize documents to maintain a digital record system.</p><p>• Create visually appealing presentations to support team projects and initiatives.</p><p>• Monitor and address administrative needs to enhance operational efficiency.</p><p>• Assist in planning and executing office-related activities.</p>
<p>Thriving, technology firm is looking to hire a Financial Controller with public accounting experience. The Financial Controller will be responsible for overseeing the financial operations of the company, ensuring accuracy in accounting, adherence to regulatory standards, and efficient financial reporting. You will also be responsible for the financial close process, providing operations with financial support, managing the general ledger systems, directing financial planning, preparing financial reports/statements, providing data analysis, and preparing financial forecasts. The ideal Financial Controller will keep abreast of financial trends, monitor budgets, manage special projects, and oversee a small team of accountants. This Controller must have excellent financial and organizational skills and the ability to develop and implement new revenue-generating accounting systems.</p><p><br></p><p>How you will make an impact</p><p>· Oversee internal control system</p><p>· Review and manage year end documents</p><p>· Perform profit & loss analysis</p><p>· Coordinate financial audit</p><p>· Monitor banking and credit card transactions</p><p>· Implement applicable accounting policies and procedures</p><p>· Assist with sales tax filings and compliance </p><p>· Treasury & Cash Management</p><p>· Provide timely and complete financial statements</p><p>· Assist with preparing annual budget</p>
<p><strong>***PLEASE DO NOT APPLY UNLESS YOU LIVE WITHIN 1 HOUR OF MORRISVILLE, PA. (NJ & PA Applications Only due to the ONSITE nature of the position).***</strong></p><p><br></p><p><strong>Job Title: </strong>Financial Analyst (Temporary – Data Migration & Excel Reporting)</p><p><strong>Location:</strong> Morrisville, PA (Onsite training for 2 weeks, then primarily remote with 1 onsite meeting per month)</p><p><strong>Duration:</strong> Approximately 6 months</p><p><strong>Schedule:</strong></p><ul><li>First 2 weeks (training): 9:00 AM – 6:00 PM, onsite in Morrisville, PA</li><li>Following training: Flexible schedule (workdays, evenings, or weekends permitted as long as deliverables are met)</li></ul><p><br></p><p><strong>About Us:</strong></p><p>We are a professional services firm specializing in business-to-business valuations. Our team supports clients by delivering accurate financial data and insights, with a focus on efficiency, precision, and client service.</p><p><br></p><p><strong>Position Summary:</strong></p><p>We are seeking a Financial Analyst for a temporary, project-based role lasting roughly six months. This role involves migrating accounting and financial data—including balance sheets, cash flow statements, revenue, and company details—into a structured Excel template provided by our company. While you will perform minimal independent analysis, your work will directly support our valuation analysts by preparing accurate, well-formatted financial reports.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Transfer accounting and financial data (balance sheet, cash flow, revenue, company details) into company-provided Excel templates.</li><li>Maintain accuracy and consistency of financial data across reports.</li><li>Support pre-built Excel formulas by ensuring proper data input and alignment.</li><li>Organize, filter, sort, and format large sets of financial information.</li><li>Prepare completed Excel reports for analyst review.</li><li>Participate in onsite training (first two weeks) and monthly onsite meetings thereafter.</li></ul>
We are looking for an experienced Applications Architect to join our team in West Trenton, New Jersey. In this role, you will play a pivotal part in designing and implementing scalable and secure solutions for our insurance platforms. This position requires close collaboration with stakeholders to ensure alignment between technical strategies and organizational objectives.<br><br>Responsibilities:<br>• Design and lead the architecture of insurance systems, including Guidewire platforms such as PolicyCenter, BillingCenter, and ClaimCenter.<br>• Collaborate with stakeholders to transform business requirements into technical solutions that are secure, scalable, and efficient.<br>• Provide technical leadership and mentorship to development teams utilizing Guidewire, .NET, or Java technologies.<br>• Ensure adherence to enterprise architecture standards and promote best practices across all technical solutions.<br>• Oversee the integration of Guidewire systems with external platforms, including payment systems, data warehouses, and document management tools.<br>• Conduct research on emerging technologies and recommend their adoption to enhance system capabilities.<br>• Develop and maintain technical documentation to streamline implementation processes.<br>• Partner with product managers and engineering teams to align technology solutions with business priorities.<br>• Monitor system performance and address any architectural challenges.<br>• Support ongoing system upgrades and ensure compatibility with long-term technology strategies.
<p>A large academic institution is seeking a skilled and strategic <strong>Salesforce Developer</strong> with expertise in <strong>Service Cloud</strong> to support and expand its existing Salesforce platform. This role will play a key part in optimizing Service Cloud features such as agent support, generic agent deployment, research documentation, and intelligent search functionalities.</p><p>This developer will also contribute to a broader initiative to implement and standardize Salesforce usage across multiple organizations within the institution, offering technical leadership and support during this expansion.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Further develop and enhance the existing Salesforce Service Cloud implementation with a focus on:</li><li>Agent setup and optimization</li><li>Deployment of generic agents</li><li>Research documentation integration and workflows</li><li>Intelligent and federated search functionalities</li><li>Collaborate with stakeholders across departments to align development with institutional needs</li><li>Serve as a subject matter expert for Service Cloud capabilities and best practices in a higher education environment</li><li>Develop custom Salesforce components (Apex classes, Lightning components, Flows, Visualforce, etc.) and integrate third-party tools where appropriate</li><li>Maintain platform scalability, security, and compliance across multi-organization use</li><li>Support user adoption through documentation, training, and troubleshooting</li><li>Partner with cross-functional teams to support reporting, analytics, and user feedback loops</li></ul><p><br></p>
<p>Are you passionate about building strong relationships and driving financial success? Join our client's dynamic team as a Relationship Manager, where you'll play a pivotal role in helping clients achieve their financial goals while fostering trust and collaboration. In this exciting position, you'll leverage your expertise in financial solutions and client engagement to manage and grow a diverse portfolio of clients. If you're a proactive problem solver with exceptional communication skills and a deep understanding of the financial industry, we want to hear from you! Take the next step in your career and be part of an organization that values innovation, teamwork, and client-centric success.</p><p><br></p><p>Responsibilities: </p><ul><li>Manage and maintain client relationships effectively</li><li>Communicate clearly and efficiently with clients and team members</li><li>Ensure strict adherence to compliance regulations within the company</li><li>Utilize Series 65 skills in managing client portfolios</li><li>Implement wealth management strategies for clients</li><li>Resolve client inquiries promptly and in a detail-oriented manner</li><li>Monitor client accounts regularly and take necessary actions</li><li>Process client applications accurately and efficiently.</li></ul>
