2,499 Results for Office Services Associate Jobs in Html

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Outside Sales Representative

Sacramento, CA
remote
Permanent / Full Time
40000.00 - 100000.00 USD / Yearly
Job SummaryThe Sales Representative will drive revenue growth by identifying and pursuing new business opportunities, building strong client relationships, and closing sales deals. This role involves promoting our products or services to potential customers, meeting sales targets, and contributing to the overall success of the sales team. The ideal candidate is results-oriented, persuasive, and thrives in a competitive environment, with a passion for delivering exceptional customer value.Key Responsibilities<ul><li>Prospect and qualify leads through cold calling, networking, and research to build a robust sales pipeline.</li><li>Conduct product demonstrations, presentations, and negotiations to effectively communicate value propositions and close sales.</li><li>Maintain and expand relationships with existing clients, identifying upsell and cross-sell opportunities to maximize revenue.</li><li>Achieve and exceed monthly, quarterly, and annual sales quotas while tracking progress using CRM tools.</li><li>Collaborate with marketing, product, and support teams to align on strategies and resolve customer issues.</li><li>Analyze market trends, competitor activities, and customer feedback to inform sales approaches and improve performance.</li><li>Prepare accurate sales reports, forecasts, and documentation to support data-driven decision-making.</li><li>Attend industry events, trade shows, and client meetings to represent the company and generate new leads.</li></ul>
2026-10-19T17:38:51Z

Customer Service Representative

Davenport, IA
onsite
Temporary to Hire
19.00 - 24.00 USD / Hourly
We're seeking a Customer Service Representative for our manufacturing client who will serve as the primary point of contact for customers, managing orders, resolving issues, and ensuring a positive customer experience. This is a great opportunity for someone who enjoys building relationships, solving problems, and collaborating with multiple departments in a fast-paced environment. You'll join a welcoming, team-oriented culture that values collaboration and offers a consistent first-shift schedule. What You'll Do<ul><li>Process and manage customer orders through an ERP system</li><li>Review purchase orders for accuracy and coordinate order updates as needed</li><li>Communicate with customers regarding order status, shipments, pricing, and invoicing questions</li><li>Partner internally with Operations, Inventory, Sales, and Accounting to ensure customer needs are met</li><li>Maintain customer portals and web-based ordering systems</li><li>Research and resolve order discrepancies, shipment issues, and customer concerns</li><li>Provide shipment documentation and related order information</li><li>Assist with returns, credits, and other account-related requests</li><li>Support customers with system and portal-related questions</li></ul>If you're a customer service professional with manufacturing or order management experience and enjoy being the hub between customers and internal teams, we'd love to hear from you.
2026-11-06T21:28:43Z

French Bilingual Customer Service Representaitve

Edina, MN
onsite
Temporary / Contract
22.00 - 25.00 USD / Hourly
Our client is seeking a motivated and service-oriented French Bilingual Customer Service Representative to support customers. This role is ideal for someone who enjoys building relationships, resolving customer concerns, and providing professional support in both French and English. The successful candidate will act as a trusted resource for customers by answering questions, processing requests, and ensuring a positive customer experience from start to finish. Key Responsibilities<ul><li>Serve as the primary point of contact for French- and English-speaking customers.</li><li>Coordinate with internal departments to resolve customer issues and ensure timely follow-up.</li><li>Monitor customer requests from initiation through resolution and provide status updates as needed.</li><li>Process orders, returns, refunds, and account changes accurately and efficiently.</li><li>Maintain detailed records of customer interactions and update information in company databases.</li><li>Educate customers on available products, services, and self-service resources.</li><li>Identify trends in customer concerns and communicate feedback to management.</li><li>Support customer retention efforts by building strong relationships and delivering a positive service experience.</li><li>Assist with special projects and administrative tasks as assigned.</li></ul>
2026-10-23T14:48:44Z

Customer Service Representative

Dallas, TX
onsite
Temporary / Contract
19.00 - 22.00 USD / Hourly
We are looking for a personable Customer Service Representative to support a contract assignment. This role is ideal for someone who enjoys interacting with people, follows direction effectively, and contributes positively in a team environment. The position focuses on creating a welcoming experience for guests while maintaining dependable, detail-oriented service throughout the assignment. Responsibilities: • Welcome guests in a friendly and detail-oriented manner and provide assistance as needed • Deliver attentive customer support by answering questions and helping resolve routine concerns • Follow assigned instructions carefully to ensure service expectations are met throughout the shift • Work cooperatively with team members to maintain smooth day-to-day operations • Represent the organization positively through courteous communication and a helpful attitude • Maintain a dependable presence by arriving on time and completing assigned duties consistently
2026-11-06T20:48:47Z

Receptionist

Layton, UT
remote
Temporary / Contract
17.00 - 18.00 USD / Hourly
We are seeking a professional and customer-focused Receptionist to join a growing organization in Layton. This role serves as the first point of contact for visitors, clients, and callers, providing exceptional customer service while supporting daily office operations.<ul><li>Greet visitors and clients in a friendly and professional manner</li><li>Answer, screen, and direct incoming phone calls</li><li>Manage front desk operations and maintain a welcoming office environment</li><li>Schedule appointments, meetings, and conference rooms</li><li>Receive, sort, and distribute mail and deliveries</li><li>Assist with data entry, filing, and document management</li></ul>
2026-10-30T17:33:45Z

Billing Analyst/Office Manager

Trevose, PA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
We are seeking a detail-oriented and highly organized Billing & Administrative Coordinator to join our growing construction/service team in the Trevose, PA area. This role is ideal for a professional who thrives in a fast-paced environment and has experience supporting billing operations, order processing, contract compliance, and administrative coordination.The ideal candidate will play a key role in ensuring customer purchase orders align with contract terms, invoices are accurate and timely, and all supporting documentation is maintained with precision. This position requires strong communication skills, a high level of accuracy, and the ability to collaborate effectively with both internal stakeholders and customers.Key Responsibilities<ul><li>Partner with the Senior Manager and Regional CFO to ensure customer purchase orders align with signed contract terms</li><li>Maintain complete and organized documentation for all orders, including approvals, customer-specific instructions, and special requirements</li><li>Compile all supporting documentation needed to secure customer approval for invoices</li><li>Prepare and issue accurate invoices based on processed orders, ensuring customer information, pricing, discounts, and applicable taxes are correctly applied</li><li>Submit and upload invoices into customer billing platforms, including systems such as Ariba, and maintain current billing records</li><li>Review and cross-check invoice details against purchase orders and contract terms to identify and resolve discrepancies</li><li>Ensure invoices comply with applicable tax requirements and internal company billing policies</li><li>Communicate with customers regarding special billing requests, including split invoicing, advance payments, and other account-specific needs</li><li>Provide administrative support related to billing, documentation, and order processing activities</li><li>Assist with problem resolution involving billing, order entry, shipping documentation, and customer requirements</li></ul>
2026-10-17T16:14:44Z

Associate Wealth Advisor at RIA

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-11-04T21:58:48Z

Staff Accountant / Associate

Baltimore, MD
onsite
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Staff Accountant – Transition into Public Accounting Are you an early-career accountant with 1–2 years of corporate accounting experience who has been hoping for an opportunity to break into public accounting? This is an outstanding chance to make that move! We are partnering with a firm seeking a Staff Accountant who has built a strong foundation in corporate accounting and is ready to take the next step into a more dynamic, client-facing environment. This role is ideal for someone who has experience with account reconciliations, general ledger accounting, journal entries, month-end close support, and financial analysis and now wants to gain valuable public accounting experience to strengthen their long-term career path. If you did not begin your career in public accounting but have always wanted that experience on your résumé, this role offers a unique opportunity to make the transition early in your career while continuing to build your technical skills and gain meaningful client exposure. Why This Opportunity Stands Out<ul><li>Excellent entry point into public accounting for professionals coming from corporate accounting</li><li>Opportunity to gain hands-on experience working with a variety of clients and industries</li><li>Build valuable experience that will strengthen your résumé and expand your career options</li><li>Develop both your technical accounting knowledge and your client-facing skills</li><li>Join a team that values growth, mentorship, and professional development</li></ul>What You’ll Do<ul><li>Prepare and post journal entries</li><li>Perform account reconciliations and maintain general ledger accuracy</li><li>Assist with month-end and year-end close activities</li><li>Support financial statement preparation and related schedules</li><li>Work directly with clients to gather information, answer questions, and provide accounting support</li><li>Assist with client accounting projects and ongoing financial reporting needs</li><li>Research discrepancies and help resolve accounting issues in a timely manner</li><li>Collaborate with internal team members and clients to ensure high-quality service and deliverables</li><li>Contribute to process improvement efforts and support special projects as needed</li></ul>Ideal CandidateThis role is perfect for an accountant who has developed a strong corporate accounting foundation and is now looking for an opportunity to broaden their experience in public accounting. The ideal candidate will be technically solid, eager to learn, and excited about working directly with clients. Strong interpersonal skills are important, as this role offers meaningful client interaction and visibility. If you are looking for a chance to build public accounting experience, strengthen your résumé, and grow your career in a collaborative environment, we encourage you to apply directly to Tracy Kaszuba on LinkedIn or send your resume to Tracy.Kaszuba at RobertHalf.
2026-10-28T19:38:45Z

Tax Administrative Assistant

Omaha, NE
onsite
Temporary / Contract
18.21 - 21.09 USD / Hourly
Key Responsibilities<ul><li>Data Entry & Client Information Management: Accurately enter, update, and maintain client records and information within internal databases and workflow systems.</li><li>Document Review: Review financial, tax, and client documentation to ensure completeness, accuracy, and compliance with internal procedures before processing.</li><li>Document Management: Manage the intake, organization, scanning, filing, and electronic storage of client documents. Ensure documentation is complete, secure, and readily accessible when needed.</li><li>Client Research & Issue Resolution: Retrieve client information upon request and assist with resolving client questions related to digital platforms, document submissions, and electronic processes.</li><li>Return Processing & Filing Support: Prepare completed returns and related documents for electronic submission and distribution while adhering to established procedures and deadlines.</li><li>Workflow Monitoring: Monitor processing statuses, identify exceptions or errors, and perform follow-up activities to ensure timely completion of work and adherence to service expectations.</li><li>Client Communication & Support: Assist clients with document requests, onboarding activities, electronic signatures, secure document exchange, and return delivery processes.</li><li>Shared Mailbox & Request Management: Manage incoming requests through shared communication channels, route inquiries appropriately, process routine requests, and follow up as needed.</li><li>Quality Assurance: Conduct reviews to ensure compliance with company policies, regulatory requirements, and established procedures. Verify the accuracy and consistency of information prior to final processing.</li></ul>
2026-11-05T18:24:04Z

Financial Planner

Mountain View, CA
remote
Permanent / Full Time
100000.00 - 160000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Executive Assistant

Cedar Rapids, IA
onsite
Temporary / Contract
23.00 - 26.00 USD / Hourly
Executive Assistant (Contract Opportunity)Location: Cedar Rapids, IAAre you a highly organized professional who thrives in a fast-paced environment and enjoys supporting senior leadership? We are seeking an experienced Executive Assistant for a contract opportunity with a Cedar Rapids-area organization. This role will serve as a trusted partner to leadership, providing high-level administrative support while helping keep daily operations running smoothly. Key Responsibilities<ul><li>Manage complex calendars, schedules, and meeting coordination for executive leadership</li><li>Arrange travel, prepare itineraries, and process related documentation</li><li>Prepare reports, presentations, correspondence, and meeting materials</li><li>Coordinate internal and external meetings, including agendas and follow-up action items</li><li>Screen communications and prioritize requests on behalf of executives</li><li>Maintain confidential information with discretion and professionalism</li><li>Assist with special projects, event planning, and administrative initiatives</li><li>Organize and maintain electronic and physical records</li><li>Support cross-functional teams and serve as a resource for internal stakeholders</li></ul>
2026-10-28T20:58:44Z

Administrative Assistant

Hazleton, PA
onsite
Temporary to Hire
21.00 - 23.00 USD / Hourly
Robert Half is seeking a detail-oriented and highly organized Administrative Assistant to support daily office operations and help ensure an efficient, detail oriented workplace. This role is ideal for someone with strong communication skills, excellent time management, and the ability to handle a wide range of administrative tasks. Key Responsibilities:<ul><li>Provide administrative support to managers and team members.</li><li>Answer and direct phone calls and emails. </li><li>Schedule meetings, appointments, and maintain calendars. </li><li>Prepare correspondence, reports, and other documents. </li><li>Organize and maintain filing systems, records, and office supplies. </li><li>Assist with data entry, expense reports, and invoice processing. </li><li>Coordinate office communications and support special projects as needed. </li><li>Greet visitors and help maintain a detail oriented office environment</li></ul>
2026-11-04T21:28:43Z

Real Estate Legal Assistant

Los Angeles, CA
onsite
Temporary to Hire
40.00 - 45.00 USD / Hourly
Robert Half Legal is partnering with a highly regarded midsize full-service law firm in Los Angeles to identify a Real Estate Legal Assistant for its busy and sophisticated Real Estate practice. This is an excellent contract-to-hire opportunity to join a collaborative legal team known for handling complex commercial real estate transactions in an entrepreneurial, client-focused environment. The Real Estate Legal Assistant will provide essential support to attorneys and paralegals in the Real Estate Department, while also assisting the Corporate team as needed. Position OverviewThe ideal candidate will have substantial experience supporting commercial real estate transactions, exceptional organizational skills, and the ability to manage multiple priorities in a fast-paced law firm environment. This individual will play a key role in keeping transactions organized, on schedule, and moving efficiently from inception through closing. The firm strongly prefers candidates located in the Los Angeles area who can work on-site or in a hybrid capacity. However, highly qualified candidates with extensive commercial real estate transaction experience will also be considered for a fully remote arrangement. Key Responsibilities<ul><li>Prepare, format, proofread, and revise transactional documents, correspondence, and closing materials.</li><li>Maintain transaction timelines, critical date checklists, and Outlook calendars to ensure all deadlines are met.</li><li>Coordinate the collection, organization, and delivery of signature pages and executed documents to clients, lenders, and title companies.</li><li>Assist with the preparation and organization of closing binders and transaction files.</li><li>Track outstanding items and support overall transaction management from opening through closing.</li><li>Prepare and process expense reimbursements, check requests, and related administrative documentation.</li><li>Manage document execution through DocuSign and other electronic signature platforms.</li><li>Handle document production, including complex formatting, redlining, and use of firm templates and macros.</li><li>Coordinate document deliveries via FedEx, GLS, messenger, courier, and other service providers.</li><li>Maintain electronic and physical matter files, including document management within NetDocuments.</li><li>Schedule and coordinate meetings, conference calls, and appointments.</li><li>Provide backup support to the Corporate Department Transaction Coordinator.</li><li>Assist with business entity formations, foreign qualifications, and related corporate filings.</li><li>Order good standing certificates, certified filings, and other corporate records from state agencies.</li><li>Provide limited executive and administrative support as needed.</li></ul>
2026-11-05T22:08:41Z

Surgery Scheduler

Beverly Hills, CA
onsite
Temporary / Contract
25.65 - 29.70 USD / Hourly
A healthcare company is looking for a detail-oriented Surgery Scheduler with strong data entry skills to support a busy ambulatory surgery setting in Beverly Hills, California. This Surgery Scheduler will coordinate procedure bookings, align patient and provider logistics, and help ensure all required records and approvals are in place before the date of service. The Surgery Scheduler brings strong scheduling judgment, clear communication skills, and the ability to manage sensitive patient information with accuracy and professionalism. Key Responsibilities:• Coordinate surgical appointments for outpatient procedures across multiple providers, balancing availability, timing, and operational needs.• Maintain precise case information in the electronic scheduling platform, ensuring patient, insurance, and procedure details remain current and complete.• Confirm coverage, benefits, and authorization status with insurance carriers before scheduled services to reduce delays or denials.• Partner with physician offices, patients, anesthesia teams, and surgery center staff to finalize procedure dates, arrival times, and related logistics.• Review incoming orders and clinical paperwork for accuracy, following up on missing approvals, documentation, or discrepancies prior to surgery.• Monitor daily and future schedules for gaps, overlaps, or conflicts and take action to resolve issues quickly and efficiently.• Provide patients with scheduling updates and pre-operative guidance as appropriate, helping them understand next steps before their procedure.• Work closely with administrative, clinical, and billing teams to confirm all required information is secured and documented before the day of surgery.• Respond promptly to cancellations, schedule adjustments, and urgent requests while maintaining continuity across all affected parties. Benefits: Health, Dental, Vision, 401k, and Sick Time Off.
2026-11-06T22:43:42Z

Call Center/Customer Service Representative

Irwin, PA
onsite
Temporary / Contract
16.00 - 18.00 USD / Hourly
Our client is looking for a Call Center Representative to join their Support & Services team. This is a contract-to-hire opportunity offering $16-18/hour (DOE) with strong potential for long-term career growth and advancement throughout the organization. Pay: $16.00-$18.00/hourPosition Type: Contract-to-hire with long-term growth potentialCareer Growth: Strong opportunities for advancement both within the call center and in other areas of the organizationSchedule: Monday-Friday, 8:00 AM-4:00 PM, 37.5-hour work week with unpaid 30-minute lunch plus two paid 10-minute breaks dailyWork Site Requirements: Full onsite training Monday-Friday for approximately 3 months. After successful completion of training, employees can transition to a hybrid schedule with 2 days onsite and 3 days remote each week Responsibilities:<ul><li>Serve as the primary point of contact for taxpayers and business owners, providing exceptional customer service over the phone</li><li>Handle inbound calls related to account inquiries, tax collections, and general compliance questions</li><li>Respond to customer inquiries received through email and other digital channels</li><li>Conduct outbound follow-up calls for account verification and customer support</li><li>Accurately document customer interactions and update account information within internal systems</li><li>Learn and follow department procedures, security protocols, and compliance requirements</li><li>Stay informed on process updates and participate in ongoing training programs</li><li>Meet individual and team performance goals in a fast-paced call center environment</li></ul>
2026-10-13T15:18:41Z

Assistant Controller

Menlo Park, CA
onsite
Permanent / Full Time
200000.00 - 250000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Assistant Controller📍 Menlo Park, CA (Hybrid)🏢 Family Office + Alternative Investments💰 Competitive Base + Bonus + Great Benefits The OpportunityJoin a sophisticated investment organization as an Assistant Controller, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence. Key areas of responsibility include:<ul><li>Investment and partnership accounting</li><li>Real estate and property accounting</li><li>Financial reporting and consolidations</li><li>Month-end close and cash planning</li><li>Process improvement, automation, and AI initiatives</li></ul>Key Responsibilities<ul><li>Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.</li><li>Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.</li><li>Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.</li><li>Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.</li><li>Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T18:08:45Z

Sr Help Desk Analyst

Jacksonville, FL
onsite
Temporary / Contract
- USD / Hourly
We are seeking a Senior Help Desk Analyst to join our growing IT team. This role will serve as a key escalation point for desktop, infrastructure, and identity-related support issues across the organization. The ideal candidate has strong experience supporting Windows environments, Microsoft Entra ID (Azure AD), Microsoft 365, and end-user technologies while providing exceptional customer service.This is an excellent opportunity for someone who enjoys troubleshooting complex technical issues, mentoring junior technicians, and contributing to infrastructure and security initiatives.Responsibilities<ul><li>Serve as a Tier II/Tier III escalation point for desktop and end-user support issues.</li><li>Administer and support Microsoft Entra ID (Azure AD), Active Directory, and Microsoft 365 environments.</li><li>Troubleshoot Windows 10 and Windows 11 operating system issues.</li><li>Manage user lifecycle activities, including account provisioning, permissions, group memberships, and deprovisioning.</li><li>Support authentication technologies including SSO, MFA, Conditional Access, and password management.</li><li>Configure, deploy, and maintain laptops, desktops, printers, mobile devices, and peripherals.</li><li>Support Microsoft Office, Teams, OneDrive, Outlook, and other productivity applications.</li><li>Investigate and resolve hardware, software, networking, and system access issues.</li><li>Assist with device management solutions such as Intune, Autopilot, and endpoint security tools.</li><li>Create and maintain technical documentation, knowledge base articles, and support procedures.</li><li>Participate in IT projects, upgrades, migrations, and security initiatives.</li><li>Monitor ticket queues and ensure timely resolution of incidents and service requests.</li><li>Mentor junior support staff and promote best practices across the team.</li></ul>
2026-11-06T15:18:44Z

Associate Attorney - Corporate/M&A

Minneapolis, MN
onsite
Permanent / Full Time
190000.00 - 250000.00 USD / Yearly
Mid-Level Corporate Attorney (M& A Focus) | Minneapolis (Hybrid)A leading, full-service law firm in downtown Minneapolis is seeking a mid-level Corporate Attorney (5–7+ years of experience) to join its sophisticated business transactions practice. This is an excellent opportunity to work closely with experienced dealmakers on a wide range of mergers and acquisitions while maintaining meaningful autonomy within a highly collaborative team environment. About the RoleIn this position, you will counsel privately held companies, entrepreneurs, and investment groups on a broad range of business transactions across multiple industries. The team works on deals spanning a wide spectrum in size and complexity, providing experience with both middle-market matters and more intricate, high-value transactions involving multiple stakeholders. You’ll play an active role at every stage of the transaction process—from early planning and due diligence through drafting, negotiation, and closing—while delivering practical, commercially focused guidance to clients. Key Responsibilities<ul><li>Structure and execute a wide range of transactions, including mergers, acquisitions, recapitalizations, and corporate reorganizations</li><li>Lead and support due diligence efforts, identifying legal and business risks</li><li>Draft and negotiate transaction documents, including letters of intent, purchase agreements, and ancillary agreements</li><li>Advise clients on financing arrangements, coordinating with lenders and investors</li><li>Navigate regulatory and compliance considerations, including antitrust-related matters and required filings</li><li>Counsel clients on strategic transactions such as joint ventures, partnerships, and cross-border deals</li></ul>
2026-10-23T14:04:00Z

Financial Planner at RIA

Mountain View, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:23:38Z

Accounting Clerk

Chelmsford, MA
onsite
Temporary / Contract
20.00 - 23.00 USD / Hourly
We are looking for an Accounting Clerk to support daily financial operations for a metal fabrication company in Chelmsford, Massachusetts. This Long-term Contract-to-Hire opportunity is ideal for someone who enjoys keeping records accurate, organized, and up to date while contributing to both accounting and administrative workflows. The role will focus on core bookkeeping activities, accounts payable coordination, and additional support across receivables and contract documentation. Success in this position requires attention to detail, comfort with routine financial tasks, and the ability to respond effectively to shifting office needs. Responsibilities:• Maintain financial records through accurate data entry, account balancing, and routine bookkeeping updates.• Oversee accounts payable activities by reviewing invoices, preparing payments, and corresponding with vendors to resolve routine questions.• Provide secondary support for accounts receivable by recording incoming payments and monitoring open customer balances.• Assist with limited collection follow-up to help address overdue accounts when needed.• Help process contracts and keep associated files complete, current, and easy to retrieve.• Organize accounting and administrative documentation to support accuracy, compliance, and efficient record access.• Contribute to general office and finance-related assignments as priorities change.
2026-11-06T14:23:44Z

Project Accountant

Blue Bell, PA
onsite
Temporary to Hire
31.00 - 32.00 USD / Hourly
We are looking for a Project Accountant to join our team in Blue Bell, Pennsylvania in a contract-to-permanent capacity. This role supports the financial administration of project-based work by managing contract setup, invoicing, cost tracking, and billing accuracy across active assignments. The ideal candidate brings strong project accounting experience within construction or consulting services environments and is comfortable working closely with project managers and internal stakeholders to maintain financial integrity throughout the project lifecycle. Responsibilities:• Establish new projects in financial systems by interpreting contract terms, building budgets, applying billing structures, and configuring rate schedules and markups.• Prepare and finalize client invoices by reviewing draft billings, incorporating project manager updates, and ensuring all supporting documentation meets customer requirements.• Monitor accounts receivable activity, follow up on outstanding balances, and help maintain timely collection of past-due invoices.• Review employee timesheets for accuracy, process needed corrections, and support proper allocation of labor charges to the appropriate projects.• Examine expense submissions and reconcile project-level financial activity, including adjustments, credits, and debits.• Oversee subcontractor billing records, validate pay applications, and confirm that billing practices align with contract terms and payment timelines.• Maintain accurate project financial data across systems such as Infor, Deltek, or comparable enterprise platforms.• Use Excel tools such as PivotTables and lookup functions to analyze project costs, billing details, and financial trends.• Partner with project leaders and accounting teams to resolve discrepancies and support consistent financial reporting throughout project execution.
2026-10-09T19:34:07Z

Sr. Financial Analyst

Houston, TX
onsite
Permanent / Full Time
130000.00 - 170000.00 USD / Yearly
Senior Financial Analyst / Finance ManagerHouston, TXAbout the CompanyOur client is a well-capitalized private investment organization with a highly diversified portfolio spanning real estate, hospitality, industrial services, oilfield services, private equity investments, and joint ventures. Operating within a large family office environment, the firm manages approximately 100 investments across a variety of asset classes, ranging from operating businesses to passive equity holdings and strategic partnerships.This position offers a unique opportunity to work directly with ownership and executive leadership, providing meaningful input into investment decisions, portfolio strategy, and business performance improvement initiatives. Position SummaryThe company is seeking a highly analytical finance professional to support investment analysis, portfolio management, financial modeling, and strategic decision-making across its diverse investment platform. The role will serve as a trusted partner to ownership and senior leadership, working closely with portfolio company CFOs, Controllers, operators, and investment stakeholders.The level of the position is flexible and may be filled by either a high-performing Senior Financial Analyst or a Finance Manager-level professional, depending on experience and qualifications.This is not a traditional accounting role. While candidates with accounting backgrounds are welcome, the primary focus is on financial analysis, business performance evaluation, investment modeling, and executive-level decision support. Key Responsibilities<ul><li>Build and maintain financial models used to evaluate existing investments, acquisitions, capital projects, and strategic opportunities.</li><li>Analyze operating and financial performance across portfolio companies and provide actionable insights to ownership and executive leadership.</li><li>Evaluate trends, risks, operational metrics, and financial results to identify opportunities for value creation and performance improvement.</li><li>Support investment underwriting, due diligence efforts, and analysis of prospective investment opportunities.</li><li>Monitor and assess the performance of existing investments, including operating companies, equity investments, and joint ventures.</li><li>Partner with portfolio company leadership teams to gather information, validate assumptions, and develop recommendations.</li><li>Collaborate directly with Controllers, CFOs, and executive management teams across multiple businesses.</li><li>Develop presentations, reports, dashboards, and ad hoc analyses for ownership and key stakeholders.</li><li>Assist with portfolio planning, capital allocation decisions, and long-term strategic initiatives.</li><li>Leverage data analytics tools, business intelligence platforms, and financial systems to improve reporting and decision-making processes.</li><li>Participate in special projects related to growth initiatives, operational improvement, acquisitions, and investment strategy.</li></ul>
2026-10-16T17:24:04Z

Senior Finance Associate

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Data Loss Prevention Security Administrator

Los Angeles, CA
remote
Permanent / Full Time
150000.00 - 165000.00 USD / Yearly
Job TitleData Loss Prevention (DLP) Engineer Company OverviewA globally recognized professional services organization based in Los Angeles, California, with offices across major U.S. cities, is committed to delivering high-impact services in a highly regulated, client-centric environment. The organization prioritizes data protection, security, and compliance, leveraging advanced technology to safeguard sensitive information across a complex, distributed enterprise. Their technology teams play a critical role in maintaining trust, confidentiality, and operational excellence. Role SummaryThe DLP Engineer will serve as the dedicated owner of the enterprise Data Loss Prevention program, supporting a distributed workforce anchored in Los Angeles, California. This role is responsible for designing, implementing, and optimizing DLP strategies to protect sensitive data across endpoint, network, email, and cloud environments. The position is highly collaborative, working closely with IT, security teams, and business stakeholders to ensure secure data handling and regulatory compliance. Key Responsibilities<ul><li>Design, implement, and manage enterprise DLP solutions across endpoint, network, email, and cloud platforms</li><li>Develop, tune, and maintain DLP policies, rules, and classifiers to detect and prevent data loss</li><li>Monitor DLP alerts, investigate potential data incidents, and support incident response processes</li><li>Partner with cross-functional teams to align DLP controls with business requirements and data protection policies</li><li>Integrate DLP systems with security tools such as SIEM and endpoint detection platforms</li><li>Support data classification initiatives and enforce secure data handling standards</li><li>Optimize DLP performance by reducing false positives and improving detection accuracy</li><li>Manage DLP coverage for collaboration and cloud tools including productivity and file-sharing platforms</li><li>Produce reports and metrics on DLP activity, risks, and program effectiveness</li><li>Collaborate with stakeholders on compliance requirements, audits, and data privacy initiatives</li></ul>Compensation & Benefits<ul><li>$150,000–$160,000 + discretionary bonus</li><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer contributions and profit-sharing plan</li><li>Paid vacation, sick time, and personal days</li><li>Competitive benefits package supporting overall well-being</li></ul>Additional Details<ul><li>Remote work environment aligned to core collaboration hours</li><li>Must be located near a major company office for occasional in-person needs: Atlanta, Austin, Boston, Chicago, Dallas, Houston, Los Angeles (HQ in DTLA), Miami, New York, Salt Lake City, San Francisco, Seattle, Silicon Valley, Washington D.C., Wilmington</li><li>Structured schedule aligned with standard business hours</li><li>High-impact role within a centralized information security team</li></ul>
2026-10-28T17:13:45Z

Billing Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000.00 - 115000.00 USD / Yearly
We are looking for a Billing Specialist to support accurate invoicing and timely account follow-up. This position plays an important role in maintaining organized billing records, preparing customer statements, and helping ensure payments are processed efficiently. The ideal candidate is comfortable working with computerized billing tools and can communicate clearly when addressing account questions or outstanding balances. Responsibilities:<ul><li>Prepare and process client invoices, including complex billing arrangements, adjustments, and e-billing.</li><li>Manage invoice posting, accounts receivable updates, and billing payment coordination.</li><li>Support electronic billing setup, rate maintenance, and client billing compliance.</li><li>Handle billing analysis, special projects, fee petitions, and financial reporting requests.</li><li>Maintain cost recovery, disbursement tracking, and billing-related records.</li><li>Assist with month-end close, billing audits, time transfers, and error corrections.</li><li>Update client, matter, rate, and billing information within accounting systems.</li><li>Provide billing reports, user support, and collaborate with attorneys, staff, and clients.</li></ul>
2026-10-28T16:38:46Z

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