We are looking for an Office Services Associate to join a detail-oriented corporate workplace in Dallas, Texas on a contract basis. In this role, you will support daily office operations by handling document production, mail services, shipping coordination, and administrative support with a strong focus on accuracy and responsiveness. This position is well suited for someone who takes pride in delivering dependable service, maintaining organized workflows, and creating a positive experience for employees, clients, and visitors.<br><br>Responsibilities:<br>• Manage print, copy, scan, binding, and finishing requests while checking completed work for quality, accuracy, and presentation.<br>• Organize incoming assignments, balance competing deadlines, and track service requests to ensure timely completion of document and office support tasks.<br>• Oversee day-to-day mailroom activity, including receipt, sorting, distribution, shipping, courier coordination, and package tracking.<br>• Maintain office services equipment and supplies by restocking materials, identifying routine issues, and arranging support when repairs or escalation are needed.<br>• Assist with digital file handling, records support, and other administrative activities tied to document services operations.<br>• Respond to employee and visitor requests in a courteous manner, providing clear updates and dependable service across office support functions.<br>• Keep accurate logs for mail, deliveries, shipping activity, and supply usage to support smooth and accountable operations.<br>• Work with external vendors and delivery partners to resolve service issues and help maintain efficient turnaround times.<br>• Follow workplace policies, confidentiality standards, and service procedures while contributing ideas that improve daily operational efficiency.
<p>We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility.</p><p><br></p><p><br></p><p>My Fort Worth Client is seeking an Associate Wealth Advisor.</p><p><br></p><p>This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnership</p><p><br></p><p>Associate Wealth Advisor — Fort Worth, TX (76104)</p><p>A private wealth management firm serving high-performing professionals, families, and institutions.</p><p>This isn't a seat you sit in for a decade. You'll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something.</p><p><br></p><p>You bring:</p><ul><li>CFP (Preferred) with 3+ years of practice experience</li><li>A track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth families</li><li>Hunger, presence, and a habit of outperforming</li><li>On site - Fort Worth, TX 76104. Work from home a couple days a month is okay! </li></ul><p>Competitive base, incentives, 401(k) match, health insurance, PTO</p><p>Interested candidates should send over an updated resume for confidential consideration.</p><p><br></p><p>Joe.Faradie at roberthalf com</p>
<p>We are seeking a detail-oriented <strong>Client Account Operations Associate</strong> to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time.</p><p><br></p><p>This is a great opportunity for someone with financial services, client account, or operations experience. <strong>Recent graduates are also encouraged to apply.</strong></p><p><br></p><p>Schedule & Environment</p><ul><li>Monday-Friday, <strong>8:00 AM-4:30 PM</strong></li><li><strong>5 days onsite in Plano, TX</strong></li><li>Overtime may be available or required based on business volume, with higher-volume periods during the summer</li></ul><p>Responsibilities</p><ul><li>Review and analyze client accounts, statements, and account data</li><li>Research account details and determine appropriate next steps</li><li>Manage account-related requests from start to finish</li><li>Communicate with internal stakeholders to resolve questions and remove blockers</li><li>Track pending requests and ensure timely completion</li><li>Prepare status updates, reports, metrics, and presentations</li><li>Identify discrepancies, risks, and opportunities to improve processes</li><li>Maintain accurate documentation and procedures</li><li>Manage multiple priorities in a high-volume, deadline-driven environment</li></ul><p><br></p>
<p>We are looking for an experienced Senior Auditor to support internal audit initiatives for a <strong>3 month contract</strong> located in North Dallas. This Contract opportunity is suited for a detail-oriented individual who can evaluate financial and operational processes, identify control gaps, and provide meaningful recommendations that support business objectives. The role will partner with stakeholders across the organization to strengthen governance, improve risk awareness, and enhance the effectiveness of internal controls. This is working a hybrid schedule 3 days onsite, 2 remote. </p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end financial and operational audit assignments, including scoping, planning, fieldwork, reporting, and follow-up activities.</p><p>• Examine business processes and control environments to identify risks, assess potential impact, and recommend practical improvements.</p><p>• Provide advisory support to management by contributing control-focused insight during reviews, business discussions, and process enhancement efforts.</p><p>• Assist with compliance-related activities, including work associated with SOX and other internal control requirements.</p><p>• Conduct targeted investigations, special reviews, and ad hoc audit projects in response to management needs.</p><p>• Build productive working relationships across departments to serve as a credible resource on audit, risk, and control matters.</p><p>• Prepare clear audit observations and reports that outline findings, root causes, and actionable recommendations.</p><p>• Guide and support less experienced audit team members during engagements to encourage development and consistent audit quality.</p>
We are looking for a Senior Associate to strengthen financial planning, transaction support, and performance analysis for our team in Texas. This position is suited for a finance specialist who can translate complex data into practical insight, develop dependable forecasting tools, and contribute to high-stakes deal activity. The role combines analytical rigor with cross-functional coordination, requiring someone who can work accurately under pressure and communicate financial conclusions with confidence.<br><br>Responsibilities:<br>• Create and manage comprehensive financial models that support forecasting, profitability analysis, backlog visibility, and program-level performance across multiple business areas.<br>• Connect projections to bookings, contracted work, and the annual operating plan while resolving inconsistencies across reporting sources to maintain reliable outputs.<br>• Partner on mergers and acquisitions activities by evaluating target company performance, preparing valuation scenarios, assessing return profiles, and reviewing earnings quality findings.<br>• Lead the financial workstream following acquisitions by coordinating integration tasks, supporting carve-out or divestiture analysis, and incorporating acquired results into ongoing reporting.<br>• Prepare materials for investors and lending partners within compressed deadlines, ensuring assumptions are well supported and clearly explained.<br>• Reconcile key financial balances such as working capital, receivables, payables, and purchase accounting items, identifying discrepancies and correcting incomplete records.<br>• Develop standardized templates and repeatable diligence materials that improve efficiency and consistency for future transactions.<br>• Coordinate due diligence and integration efforts with stakeholders across departments to keep deliverables aligned and moving forward.
<p>We are looking for an experienced Audit Senior to join a public accounting team serving clients in Dallas, Texas. This role is suited for someone who can drive audit engagements forward, uphold accounting and regulatory standards, and deliver thoughtful guidance to client stakeholders. The position also offers the opportunity to coach developing team members while contributing to accurate, well-supported financial reporting and process improvement recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Direct audit, review, and compilation engagements for client accounts, ensuring work is completed accurately and on schedule.</p><p>• Examine workpapers, supporting schedules, and draft reports prepared by staff to confirm quality, completeness, and compliance with applicable standards.</p><p>• Guide entry-level auditors through daily engagement activities, providing feedback, technical instruction, and oversight throughout the assignment.</p><p>• Coordinate engagement activities from initial planning through final delivery, including risk assessment, fieldwork execution, and issue resolution.</p><p>• Evaluate financial records, internal controls, and operating procedures to identify weaknesses, inefficiencies, and opportunities for improvement.</p><p>• Develop clear audit reports that summarize key findings, outline risks, and present practical recommendations to client management.</p><p>• Build and maintain strong client relationships by communicating effectively, addressing questions promptly, and managing expectations throughout the engagement.</p><p>• Contribute to technical learning initiatives and support the continued development of audit knowledge, methodology, and best practices.</p><p>• Perform testing related to information systems controls, including ITGC and Sarbanes-Oxley compliance areas when required by the engagement.</p>