We are looking for an experienced Operations Manager to join our nonprofit organization in San Diego, California. This position involves overseeing administrative operations, including managing a small team and ensuring smooth day-to-day functioning of our clinic. This is a long-term contract role ideal for someone with strong leadership skills and a commitment to serving veterans and their families.<br><br>Responsibilities:<br>• Supervise and lead an administrative team, including a billing coordinator and front desk staff.<br>• Manage daily operations to support clinicians and fellows, ensuring seamless client interactions and clinic efficiency.<br>• Handle billing processes, including data entry, denial audits, and statement verification.<br>• Prepare and analyze reports related to administrative and billing functions.<br>• Coordinate with the clinic director to address operational needs and improvements.<br>• Perform receptionist duties, such as signing in clients, managing appointments, and directing them to clinicians.<br>• Support up to 11 clinicians and fellows while accommodating 30 clients daily.<br>• Ensure compliance with psychotherapy billing codes and procedures.<br>• Maintain excellent communication with clinicians and administrative staff to foster collaboration.
We are looking for an experienced Cost Accounting Manager to lead and manage cost accounting functions within our manufacturing operations in Poway, California. This role demands a hands-on approach with meticulous attention to detail, ensuring the accurate recording and analysis of costs to support financial reporting and operational efficiency. The ideal candidate will possess strong analytical skills and a proactive mindset, collaborating with cross-functional teams to optimize cost structures and enhance business performance.<br><br>Responsibilities:<br>• Manage and oversee standard costing, inventory valuation, cost of goods sold, and variance analysis to ensure accurate financial reporting.<br>• Develop and refine cost accounting policies and procedures to align with organizational goals and compliance standards.<br>• Ensure timely and precise recording of manufacturing costs and inventory transactions.<br>• Support month-end and year-end close processes related to inventory and cost accounting, delivering actionable insights to enhance financial outcomes.<br>• Monitor and reconcile inventory accounting, including valuation and analysis of excess and obsolete materials.<br>• Implement controls and best practices to improve inventory accuracy and reduce waste.<br>• Collaborate with IT and finance teams to enhance cost accounting systems and automate processes for greater efficiency.<br>• Partner with manufacturing, supply chain, procurement, and engineering teams to understand cost drivers and support strategic business initiatives.<br>• Provide financial guidance for product development, sourcing decisions, and production planning to drive operational success.<br>• Ensure compliance with internal controls, company policies, and audit requirements by maintaining accurate documentation.
We are looking for an experienced Tax Manager to join our team in San Clemente, California. This role requires an experienced and detail-oriented individual with a strong background in tax accounting, including expertise in individual and corporate tax returns, sales and use tax, and tax preparation. The ideal candidate will bring over seven years of experience in the field and demonstrate a commitment to accuracy and compliance.<br><br>Responsibilities:<br>• Oversee the preparation and submission of individual and corporate tax returns, ensuring compliance with all regulations.<br>• Manage sales and use tax filings, including accurate calculations and timely submissions.<br>• Provide strategic tax planning advice to clients, helping them optimize their financial outcomes.<br>• Conduct thorough reviews of tax documents to identify discrepancies and ensure accuracy.<br>• Stay up-to-date with changes in tax laws and regulations to maintain compliance and advise on necessary adjustments.<br>• Collaborate with clients to gather necessary financial information and resolve any tax-related inquiries.<br>• Lead and mentor entry-level staff members, providing guidance and support in tax-related tasks.<br>• Develop and implement efficient processes for tax preparation and reporting.<br>• Respond to audits and inquiries from tax authorities, ensuring proper documentation and representation.<br>• Prepare detailed financial reports and analyses related to tax activities.
We are looking for an experienced Human Resources Director to lead HR operations in a dynamic startup environment in San Diego, California. The ideal candidate will have a strong background in engineering or manufacturing-focused HR, particularly within the heat exchanger industry, and the ability to recruit top technical talent for research and development in thermal technologies. This role also requires fostering a collaborative and innovative company culture while managing HR functions effectively.<br><br>Responsibilities:<br>• Develop and implement HR strategies that align with the company's goals and support its technical startup environment.<br>• Recruit skilled technical professionals for research and development in thermal and heat exchanger technologies.<br>• Oversee compensation and benefits programs to ensure they remain competitive and attract top talent.<br>• Provide guidance and support on employee relations, ensuring a positive and productive workplace.<br>• Manage HR administrative tasks, including compliance with labor laws and company policies.<br>• Collaborate with leadership to foster a culture that promotes innovation and teamwork.<br>• Evaluate and improve recruitment processes to enhance hiring efficiency and effectiveness.<br>• Lead decision-making on staffing, promotions, and workforce planning to meet organizational needs.<br>• Maintain employee records and ensure accurate documentation of HR activities.<br>• Partner with managers to identify and address employee development and training needs.
<p><strong>Robert Half Technology | Partnering with a Leading Global Manufacturing Brand</strong></p><p>Are you passionate about AI and ready to drive real-world innovation across customer experience, operations, and automation? Robert Half Technology is seeking an <strong>AI Innovation Program Manager</strong> to help a major global brand transform how they work using next-generation AI tools such as ChatGPT, Gemini, and emerging automation platforms.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>AI Strategy & Execution</strong></p><ul><li>Drive AI adoption across the company by identifying high-impact use cases and leading implementation efforts.</li><li>Evaluate emerging AI tools (ChatGPT, Gemini, TenX, etc.) and recommend solutions aligned with operational and customer experience goals.</li><li>Support development of AI-driven customer service chatbots, website automation workflows, and digital customer engagement tools.</li></ul><p><strong>Program & Project Management</strong></p><ul><li>Lead AI projects end-to-end: scoping, planning, vendor coordination, testing, rollout, and optimization.</li><li>Build documentation, roadmaps, and adoption strategies to ensure sustained success.</li><li>Partner closely with the Director of Marketing and Director of AI Projects on customer-facing and operational AI initiatives.</li></ul><p><strong>Operations, Inventory & ERP Innovation</strong></p><ul><li>Collaborate with operations, inventory, and supply chain teams to identify opportunities to leverage AI in forecasting, workflow automation, and ERP improvements.</li><li>Recommend AI solutions that improve inventory accuracy, operational efficiency, and cost savings.</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work with marketing, IT, customer service, and manufacturing leadership to translate business needs into AI-powered solutions.</li><li>Serve as an internal AI advocate, educating teams, sharing best practices, and driving adoption.</li></ul><p> </p><p> </p><p><br></p>
<p>*Email valerie.montoya@rht(.com) for consideration* </p><p><br></p><p>Robert Half is currently seeking an IT Support Specialist for a client located in San Diego, CA. Enterprise IT Support Specialist to support a complex, enterprise-level IT environment. This role focuses on providing high-quality end-user support while managing and maintaining a large fleet of Windows and macOS endpoints. The ideal candidate will have strong experience with Microsoft Intune, Azure Active Directory (Entra ID), Microsoft 365, and enterprise ticketing and ITSM platforms, along with a deep understanding of endpoint management and security best practices.</p><p><br></p><ul><li>3+ years of experience supporting users in an enterprise IT environment</li><li>Proven experience supporting Windows and macOS in a managed environment</li><li>Hands-on experience with Microsoft Intune / Endpoint Manager</li><li>Strong working knowledge of Azure Active Directory (Entra ID)</li><li>Experience supporting Microsoft 365 in an enterprise setting</li><li>Experience working with enterprise ticketing/ITSM platforms (ServiceNow, Jira Service Management, etc.)</li><li>Understanding of endpoint lifecycle management and asset tracking</li><li>Ability to troubleshoot complex issues while adhering to ITIL-based processes</li></ul>
<p>Join our dynamic property management team as an Assistant Commercial Property Manager. In this role, you will provide essential support for the daily operations and management of our commercial real estate portfolio. This is a contract to hire opportunity based in San Diego, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the management of commercial properties, including office buildings, retail centers, and industrial spaces.</li><li>Coordinate maintenance and repair requests, ensuring timely and effective resolution.</li><li>Support the preparation of budgets, financial reports, and lease documentation.</li><li>Maintain records for tenants, vendors, and property inspections.</li><li>Serve as a point of contact for tenants, addressing questions, concerns, and service needs.</li><li>Oversee vendor relationships and track service contracts.</li><li>Assist with lease administration, rent collections, and invoice processing.</li><li>Conduct regular property walk-throughs and inspections.</li><li>Help ensure compliance with property management policies and relevant regulations.</li><li>Provide assistance with special projects and support senior property managers as needed.</li></ul><p><br></p>
We are looking for a dedicated Front Desk Assistant to join our team in Banning, California. This Contract to permanent position offers an opportunity to play a vital role in supporting daily operations and providing exceptional service to residents and guests. The ideal candidate will be skilled in administrative tasks, customer service, and facility coordination, ensuring smooth functioning of the front desk.<br><br>Responsibilities:<br>• Manage and oversee the facilities scheduling system, coordinating with individuals and groups to meet specific requirements.<br>• Assist in planning and supervising a wide range of special events, such as community celebrations, concerts, and social gatherings.<br>• Prepare and distribute marketing materials to promote programs and activities.<br>• Input data into the facilities scheduling system and maintain the Community Master Calendar.<br>• Research and compile reports, statistical data, and complete special projects as needed.<br>• Provide administrative support to the Recreation Manager, including contributing to departmental goals and policies.<br>• Collect fees for programs and activities, ensuring accurate record-keeping.<br>• Answer and direct calls on a multi-line phone system, take messages, and assist callers with inquiries.<br>• Greet visitors, provide directions, and respond to resident and guest inquiries with attention to detail.<br>• Maintain clubhouse equipment and supplies, including issuing keys, checking out items, and selling tickets for events.
<p>A prestigious AmLaw 200 law firm is seeking a Litigation Assistant to join their growing team. This Litigation Assistant must have experience in one of the following areas: bankruptcy, commercial, or family litigation, and should be fluent in eFiling in those corresponding courts.</p><p><br></p><p>Litigation Assistants who speak Spanish are strongly encouraged to apply! The top end of the pay range is reserved for bilingual Litigation Assistants. </p><p><br></p><p><strong><u>Responsibilities of Role</u>: </strong></p><p>· Supporting three partners: one corporate bankruptcy, one commercial litigation, and one family law. </p><ul><li>E-filing in corresponding courts (directly, not with an attorney service - please do not apply if you've only eFiled using an attorney service)</li><li>Formating pleadings</li><li>Completing discovery shells</li><li>Drafting correspondence</li><li>Knowing civil rules well enough to double check docketed litigation deadlines and putting on attorney's calendars</li></ul><p>· Billable requirement: Litigation Assistants bill <strong>800 hours a year</strong>. Their work is mostly administrative, but they bill for things like discovery requests. A paralegal certification or attestation is preferred, but not required</p><p>· Software: Dictation in Big Hand. Document management in iManage. Entering time inTapp. Expense reports in Chrome River.</p><p><br></p><p><strong><u>Perks of Company</u></strong>:</p><p>· Size and prestige: they are AmLaw 200, so large enough to have tons of resources for practice growth, professional development, and have a wide variety of clients. Yet we “know everybody’s name on the email list!”</p><p>· The last legal assistant I placed has been there almost two years and loves it! </p><p>· This litigation assistant’s manager is in the SD legal secretary association board, super connected, and a great teacher.</p><p>· Parking is paid for in the building, beautiful suite. </p>
<p>We are seeking an <strong>Office Manager</strong> to oversee daily operations for a growing engineering and technical services firm in San Marcos. This role requires someone who thrives on structure, leadership, and accountability. You will be responsible for ensuring the office runs efficiently, employees are supported, and leadership can focus on strategic initiatives knowing the operational foundation is strong. This is a hands-on role that blends administration, people management, vendor coordination, and process improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily office operations and administrative workflows</li><li>Manage office staff and administrative support functions</li><li>Coordinate vendors, facilities, and service contracts</li><li>Maintain budgets, approve invoices, and track expenses</li><li>Support HR functions including onboarding and policy administration</li><li>Develop and improve office processes and procedures</li><li>Partner with leadership on operational planning and office growth</li></ul>
We are looking for a dynamic Marketing Manager to join our team in La Jolla, California. This Contract to permanent position is ideal for someone who excels at blending strategy with execution, driving impactful campaigns, and delivering measurable results. The selected candidate will play a crucial role in shaping brand presence, enhancing client engagement, and supporting growth initiatives.<br><br>Responsibilities:<br>• Collaborate with the Marketing Director to develop comprehensive marketing plans and prioritize quarterly initiatives.<br>• Lead brainstorming sessions to generate innovative ideas for campaigns, client experiences, events, and brand improvements.<br>• Manage large-scale marketing projects, ensuring alignment with strategic goals and smooth execution from start to finish.<br>• Oversee project budgets, timelines, and deliverables, maintaining accountability across internal teams and external partners.<br>• Build efficient workflows and processes to address operational gaps and support scalability.<br>• Coordinate cross-team communication to ensure seamless collaboration with Advisors, Business Development, Operations, and Leadership.<br>• Develop detailed project plans using tools like Asana or Jira to track dependencies and progress.<br>• Analyze campaign performance, track engagement metrics, and optimize strategies based on data-driven insights.<br>• Enhance brand awareness through targeted digital marketing efforts, including email campaigns, social media, and content creation.<br>• Research market trends and audience behaviors to inform strategic decisions and improve marketing outcomes.
<p>A creative and fast-growing marketing agency in Fallbrook is seeking a <strong>dynamic Office Manager</strong> to serve as the operational backbone of the organization. This role is ideal for someone who enjoys wearing many hats and contributing to company culture while maintaining structure behind the scenes. You’ll support leadership, manage office logistics, and ensure employees have what they need to perform at their best.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage daily office operations, facilities, and vendor relationships</li><li>Oversee onboarding logistics and employee experience initiatives</li><li>Handle budgeting, expense tracking, and invoice approvals</li><li>Support leadership with scheduling, communications, and special projects</li><li>Maintain office policies, procedures, and compliance documentation</li><li>Coordinate internal events, meetings, and team activities</li><li>Identify operational inefficiencies and implement improvements</li></ul>
We are looking for an experienced Human Resources (HR) Manager to join our team on a contract basis in Carlsbad, California. This role is essential in ensuring smooth HR operations, including employee relations, onboarding, benefits administration, and compliance. The ideal candidate will have a strong background in HR practices and be committed to supporting organizational goals.<br><br>Responsibilities:<br>• Manage employee relations, addressing concerns and ensuring a positive work environment.<br>• Oversee onboarding processes for new hires, ensuring a seamless transition into the organization.<br>• Administer benefits programs, providing guidance and support to employees on available options.<br>• Ensure compliance with legal and organizational HR standards and policies.<br>• Assist with payroll processes to ensure timely and accurate compensation.<br>• Maintain and update HR systems to keep employee records current.<br>• Provide general HR support across various functions as needed.<br>• Collaborate with management to implement HR strategies that align with business objectives.<br>• Facilitate training sessions and workshops to enhance employee development.<br>• Monitor and analyze HR metrics to identify and address trends or areas for improvement.
We are looking for an experienced Accounting Manager/Supervisor to lead critical financial operations in Rancho Santa Margarita, California. This role involves overseeing both Accounts Receivable and Accounts Payable functions, ensuring smooth monthly closings, and driving improvements in financial processes. The ideal candidate will bring expertise in accounts reconciliation and collections while managing a small team in a fast-paced environment.<br><br>Responsibilities:<br>• Lead and oversee Accounts Receivable and Accounts Payable functions, ensuring efficiency and accuracy.<br>• Fully manage the monthly financial close process, including preparation and review of journal entries.<br>• Address and resolve aged receivables and reconciliation discrepancies to maintain financial integrity.<br>• Drive collection efforts and implement strategies to improve cash flow and reduce outstanding balances.<br>• Collaborate with cross-functional teams to enhance financial operations and reporting.<br>• Supervise and mentor a small team, fostering growth and accountability within the department.<br>• Prepare and analyze consolidated balance sheets and financial statements for audits and reporting.<br>• Ensure compliance with relevant accounting standards and company policies.<br>• Develop and refine processes to introduce greater structure and efficiency in financial operations.
We are looking for a detail-oriented Staff Accountant to join our team in San Diego, California. This role offers the opportunity to work on a variety of accounting tasks, including financial reporting, compliance, and operational support. The ideal candidate will bring strong analytical skills and a commitment to maintaining accuracy in financial records.<br><br>Responsibilities:<br>• Prepare and post journal entries while maintaining general ledger accounts to support accurate monthly close processes.<br>• Reconcile bank accounts, credit card statements, and other balance sheet accounts to ensure financial accuracy.<br>• Manage documentation related to accounts payable, purchasing, and treasury functions.<br>• Assist in preparing monthly, quarterly, and annual financial statements, including budget vs. actual variance analysis.<br>• Provide detailed documentation and schedules for both internal and external audits.<br>• Ensure compliance with company accounting policies and assist with tax filings and regulatory reporting.<br>• Maintain accurate records for 1099s and other compliance-related documentation.<br>• Process vendor invoices and employee expense reimbursements efficiently and accurately.<br>• Support payroll activities, including processing and reconciling payroll sub-ledgers to the general ledger.<br>• Respond promptly to requests for financial information from management and auditors.
<p>An established, high-end boutique firm is looking for a dedicated Associate Attorney to join the team in Del Mar, San Diego. This role is ideal for an Associate Attorney with substantial experience in civil litigation, particularly on the defense side (labor & employment, and insurance law). This firm on High Bluff Drive offers a hybrid, flexible schedule with lots of room for growth!</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Handle all aspects of civil litigation, including drafting motions, preparing discovery responses, and managing discovery requests.</p><p>• Conduct thorough case reviews, including reviewing complaints and performing case workups after intake.</p><p>• Take and defend depositions, focusing on witness depositions and discovery-heavy tasks.</p><p>• Collaborate with partners on trial preparation and attend trials as part of the litigation team.</p><p>• Draft and argue motions in court, contributing to case strategy and resolution.</p><p>• Prepare detailed status reports and correspondence to keep clients informed of case progress.</p><p>• Manage client files and ensure all relevant information is organized and accessible.</p><p>• Work closely with other associates and partners to ensure cases are handled efficiently and effectively.</p><p>• Provide hands-on support throughout the litigation process, from intake to trial.</p><p>• Maintain accurate and detail-oriented billing practices, adhering to firm standards.</p><p><br></p><p><strong><u>Perks of Firm</u></strong>:</p><ul><li>The associate will truly be involved in the cases (not just sitting in a back room writing), including going to trial alongside partners.</li><li>They have 50 templates on iManage and thorough training notes – tons of resources!</li><li>They are currently remodeling their office, on one of the most expensive streets for real estate in the country!</li><li>Office serves the “best coffee in San Diego” (Seven Seas). They roast the beans the day before they send them to the office.</li><li>The firm does something fun together once a month (lunches, happy hours, etc.).</li><li>“We do not allow any yelling. If that happens, the attorney is in trouble!” – managing partner</li><li>“We regularly meet in the kitchen for lunches and coffee breaks.” – office manager</li><li>“The people here really appreciate each other’s lives outside the office.” – senior legal secretary</li><li>“Your efforts are acknowledged and rewarded. The named partner is a good example: he always says please and thank you. You won’t be asked to give 100% unless they are also giving 100% themselves.” – senior legal secretary</li></ul>
<p>We are seeking an <strong>HR Coordinator</strong> to support a hospitality organization with multiple locations and a high-volume workforce. This role is ideal for someone who enjoys working directly with employees, handling onboarding at scale, and ensuring HR processes are consistent across locations. You’ll be a frontline HR presence—helping managers, supporting employees, and keeping records accurate and compliant.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate high-volume onboarding and new hire orientations</li><li>Maintain HRIS data accuracy across multiple locations</li><li>Assist with recruiting coordination and job postings</li><li>Support employee relations by answering policy and process questions</li><li>Track attendance, training, and compliance documentation</li><li>Assist with benefits enrollment and leave tracking</li><li>Partner with managers to ensure HR processes are followed consistently</li></ul>
<p>A well-established and growing construction services company in San Marcos is seeking a <strong>Billing Specialist</strong> who brings accuracy, accountability, and confidence to a complex billing environment. This role is ideal for someone who understands that billing is more than issuing invoices—it’s about accuracy, compliance, and maintaining strong client relationships. You will work closely with project managers, accounting leadership, and clients to ensure billing aligns with contract terms, project milestones, and regulatory requirements. The ideal candidate is detail-oriented, deadline-driven, and comfortable managing multiple projects at once in a fast-paced, high-volume setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and process detailed invoices based on contract terms, project schedules, and progress billing</li><li>Manage billing for time & materials, percentage-of-completion, and milestone-based projects</li><li>Review contracts, change orders, and work authorizations to ensure accurate billing</li><li>Coordinate with project managers to validate billable work and resolve discrepancies</li><li>Track retainage, lien releases, and compliance documentation</li><li>Maintain organized billing records and support audit requests</li><li>Monitor billing schedules to ensure timely invoicing and cash flow</li><li>Assist with month-end close related to billing and revenue recognition</li></ul><p><br></p>
<p>A well-established manufacturing company in San Marcos is seeking a <strong>hands-on HR Generalist</strong> to manage a wide range of human resources functions for an operational workforce. This role is ideal for an HR professional who enjoys balancing employee advocacy with business needs and who is comfortable handling both strategic and tactical HR responsibilities. You will partner closely with leadership while serving as a trusted resource for employees across multiple departments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage employee relations issues, investigations, and performance support</li><li>Oversee onboarding, training, and employee development initiatives</li><li>Ensure compliance with federal, state, and local employment laws</li><li>Administer benefits, leaves of absence, and HR policies</li><li>Support recruiting, interviewing, and hiring efforts</li><li>Maintain HRIS accuracy and prepare HR reports</li><li>Advise managers on performance management and corrective action</li></ul>
<p>We’re currently seeking a <strong>motivated and resourceful Administrative Assistant</strong> to join a dynamic office environment where adaptability and clear communication are essential. This role goes beyond traditional clerical responsibilities—you will support department heads, help coordinate daily operations, and contribute to long-term organizational efficiency. The ideal candidate loves being the “go-to person,” someone others rely on for accurate information, timely follow-ups, and polished documentation. If you enjoy working closely with leadership, juggling multiple responsibilities at once, and creating order out of complexity, this is a fantastic opportunity to grow within a stable company committed to professional development.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Coordinate calendars, appointments, and travel arrangements for supervisors and managers.</li><li>Prepare correspondence, reports, spreadsheets, and presentation materials.</li><li>Monitor incoming emails and phone calls, ensuring timely and appropriate follow-up.</li><li>Assist with onboarding, office orientation, and employee support needs.</li><li>Track expenses, process invoices, and assist with budget-related administrative tasks.</li><li>Provide light project management support by coordinating deadlines and deliverables.</li></ul>
<p>We are looking for a detail-oriented and proactive Administrative Assistant to join our construction team. In this fast-paced environment, you will play a key role in supporting daily office functions and project administration, ensuring efficient operations for our field and office teams.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer phones, greet visitors, and provide general office support</li><li>Organize, schedule, and coordinate meetings, appointments, and project timelines</li><li>Assist with document preparation, including contracts, proposals, and reports</li><li>Maintain project files, track submittals, and manage job documentation (physical and digital)</li><li>Process incoming and outgoing mail, invoices, and expense reports</li><li>Coordinate with vendors, subcontractors, and project managers as needed</li><li>Handle data entry, prepare spreadsheets, and update project management systems</li><li>Order office supplies and maintain inventory</li><li>Support special projects as assigned</li></ul><p><br></p>
<p>We are offering a contract opportunity for an Escrow Administrative Assistant based in San Diego, California. This role involves serving as the conduit between Sales and Escrow, preparing final terms and related documents, ensuring adherence to corporate policies and procedures, and facilitating the prompt closure of escrows. The Escrow Administrative Assistant will be expected to conduct extensive computer work, frequent email, and telephone communication.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure the accurate and comprehensive review of closing files using community checklists.</p><p>• Input and manage escrow data in the company's accounting system.</p><p>• Handle contract cancelations and process them accordingly.</p><p>• Scrutinize and clear any changes in terms and conditions before closure.</p><p>• Prepare builder documents for government loans and maintain their accuracy.</p><p>• Aid in division communications with lenders or title companies.</p><p>• Contribute to the preparation and maintenance of the escrow tracker.</p><p>• Organize and file all paperwork promptly to ensure ease of accessibility to other associates.</p><p>• Resolve all escrow tracking and closing issues between all parties.</p><p>• Attend Escrow Closing meetings with Sales associates, Controller, and various office and field managers.</p><p>• Collaborate effectively with all associates in the escrow department.</p>
<p>Our client, a leader in the biotech sector, is seeking a proactive and detail-oriented Administrative Assistant to join their dynamic team in San Diego, CA. The ideal candidate will provide essential support to leadership and staff, ensuring day-to-day operations run efficiently in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendar scheduling, travel arrangements, and meeting coordination</li><li>Prepare correspondence, reports, and presentations for management and team members</li><li>Handle document management, filing, and data entry with an emphasis on accuracy and confidentiality</li><li>Assist with expense reports, purchase orders, and basic bookkeeping tasks</li><li>Liaise with internal departments and external partners to facilitate projects and communication</li><li>Support onboarding of new hires and coordinate training sessions</li><li>Maintain office supplies, equipment, and overall workspace organization</li></ul><p><br></p>
<p>Join our growing financial organization as an Insurance Case Administrator. In this role, you will play a crucial part in supporting the insurance application process. You’ll review, track, and facilitate all aspects of client insurance applications, ensuring timely and accurate case progression while delivering excellent service to clients and internal partners. This role is a full time, contract to hire opportunity in San Diego, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review new insurance applications for completeness, accuracy, and compliance with company and regulatory requirements</li><li>Track, process, and update application status from submission to approval</li><li>Communicate proactively with clients, agents, underwriters, and internal teams to obtain missing information or clarify application details</li><li>Enter and update data in CRM and case management systems</li><li>Prepare and organize documents for underwriting and final issuance</li><li>Monitor deadlines to ensure timely processing; escalate issues as needed</li><li>Respond promptly to inquiries from clients and stakeholders regarding case status</li><li>Maintain confidentiality of sensitive client and company information</li><li>Assist with other administrative duties and special projects as assigned</li></ul><p><br></p>
<p>Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.</li><li>Support financial advisors with client onboarding, documentation, and account maintenance.</li><li>Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.</li><li>Prepare and review account forms, transfer requests, and related paperwork.</li><li>Assist in the preparation of client meetings, reports, and presentation materials.</li><li>Maintain up-to-date client records and support data entry into CRM and portfolio management systems.</li><li>Help resolve client service issues and escalate as necessary.</li><li>Collaborate with internal teams to support compliance, operations, and administrative tasks.</li></ul><p><br></p>
