<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
<p>We are looking for an experienced Accounts Receivable Specialist to join our client in Danville, California. This contract position requires a detail-oriented individual with strong analytical skills to manage billing, collections, and reconciliation processes effectively. The ideal candidate will be comfortable working in a fast-paced environment, handling multiple revenue streams, and adapting to dynamic situations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage accounts receivable processes, including billing, collections, and cash applications.</p><p>• Analyze and reconcile petty cash and prepare deposits with accuracy.</p><p>• Monitor overdue accounts, implement appropriate follow-up actions, and issue notices using established templates.</p><p>• Handle member billing and ensure timely invoicing based on pre-set schedules.</p><p>• Review and manage delinquency reports for a large member base, ensuring compliance with specific procedures.</p><p>• Collaborate with directors to compile Excel schedules and process related billings.</p><p>• Utilize software systems to accurately record transactions and maintain accounts.</p><p>• Investigate and resolve discrepancies in accounts by asking detailed questions and conducting analysis.</p><p>• Maintain organized records of all financial activities and reports.</p><p>• Adapt to changing priorities and processes while identifying opportunities for improvement.</p>
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
<p>Become an Accounts Payable Specialist with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p>Jackie Meza with Robert Half is looking for an experienced Accounts Receivable Specialist. In this role, you will oversee critical financial processes including billing, collections, and reconciliations. Your expertise in managing accounts receivable and proficiency in Excel will be essential to ensuring accurate financial operations. Contact Jackie Meza at 209.227.6563 </p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable processes, including billing and commercial collections, to ensure timely payments.</p><p>• Apply cash payments accurately to customer accounts and resolve discrepancies as needed.</p><p>• Conduct thorough reconciliations of accounts to maintain financial accuracy.</p><p>• Support month-end and year-end closing activities by preparing necessary documentation and reports.</p><p>• Utilize Excel to create pivot tables and formulas for financial analysis and reporting.</p><p>• Communicate with customers to resolve outstanding balances and negotiate payment terms.</p><p>• Monitor accounts for overdue payments and take appropriate collection actions.</p><p>• Collaborate with internal teams to ensure accurate and efficient financial operations.</p><p>• Maintain detailed financial records and ensure compliance with company policies and procedures.</p><p>• Provide regular updates and reports on accounts receivable performance to management.</p>
<p>The Accounts Receivable Specialist is responsible for processing incoming payments, managing invoices, and resolving account discrepancies. This role ensures accurate and timely collection of payments and maintains positive relationships with clients to support financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, post, verify, and record customer payments and transactions.</li><li>Generate and send out invoices and account statements to customers.</li><li>Perform account reconciliations, investigate and resolve discrepancies, and process adjustments as necessary.</li><li>Monitor accounts for overdue payments and follow up with clients via phone, email, or written correspondence.</li><li>Maintain accurate records of all accounts receivable activity within accounting software.</li><li>Collaborate with internal teams to resolve billing issues and escalate complex collection matters as needed.</li><li>Support month-end closing by preparing necessary reports and documentation related to accounts receivable.</li><li>Ensure compliance with company policies and relevant accounting regulations.</li></ul><p><br></p>
<p>Become an Accounts Payable Specialist with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· </p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Greet guests and visitors, creating a positive initial impression of the company</li><li>Manage a multi-line phone system: answer calls, direct inquiries, and take messages</li><li>Monitor and maintain entry security, including sign-in procedures and visitor badges</li><li>Schedule meetings, book conference rooms, and assist with event coordination</li><li>Receive, sort, and distribute mail, packages, and correspondence</li><li>Support office operations, including supply inventory and coordination with vendors</li><li>Assist with onboarding processes for new employees and guests</li><li>Maintain front desk and common areas for cleanliness and organization</li><li>Provide general administrative support such as data entry, scanning, and filing</li><li>Collaborate with other departments to support internal projects and activities</li></ul><p><br></p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Greet guests and visitors, creating a positive initial impression of the company</li><li>Manage a multi-line phone system: answer calls, direct inquiries, and take messages</li><li>Monitor and maintain entry security, including sign-in procedures and visitor badges</li><li>Schedule meetings, book conference rooms, and assist with event coordination</li><li>Receive, sort, and distribute mail, packages, and correspondence</li><li>Support office operations, including supply inventory and coordination with vendors</li><li>Assist with onboarding processes for new employees and guests</li><li>Maintain front desk and common areas for cleanliness and organization</li><li>Provide general administrative support such as data entry, scanning, and filing</li><li>Collaborate with other departments to support internal projects and activities</li></ul><p><br></p>
<p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team!</p><p> </p><p>This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.</p><p> </p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></p>
<p><strong>Accounts Receivable Specialist – San Ramon </strong></p><p>Join a dynamic team with a leading firm in the East Bay! The Accounts Receivable Specialist will be responsible for managing invoicing, collections, and payment processing to ensure accurate, timely revenue flow. The ideal candidate is detail-oriented, customer-focused, and comfortable working in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor incoming payments</li><li>Prepare invoices and resolve billing discrepancies</li><li>Handle collections and communicate proactively with clients</li><li>Maintain accurate records for audits</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
<p>Top real estate law firm is seeking a skilled land use attorney to join their team. This role offers the opportunity to work on challenging projects in a collaborative environment, representing a broad range of reputable clients. If you have proven expertise in land use law and a passion for delivering exceptional legal services, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on land use matters, including project entitlements and administrative proceedings.</p><p>• Represent clients in hearings and negotiations related to zoning, permitting, and land development.</p><p>• Conduct thorough legal research and analysis to provide strategic recommendations.</p><p>• Collaborate with a team of experienced attorneys to deliver comprehensive solutions.</p><p>• Draft and review legal documents, including contracts, agreements, and regulatory filings.</p><p>• Stay updated on changes in land use and real estate laws to ensure compliance.</p><p>• Build and maintain strong client relationships by providing clear communication and expert guidance.</p><p>• Support team growth through mentoring and knowledge sharing within the group.</p><p>• Participate in firm-wide initiatives to promote diversity and inclusion.</p><p>• Manage multiple cases efficiently while meeting deadlines and client expectations.</p>
<p>National law firm has an immediate opening for a Calendar Clerk to join our team based in San Jose, CA on a remote basis. This Calendar Clerk role requires a detail-oriented individual who is skilled in managing legal calendars and docket systems, ensuring compliance with court procedures and deadlines. The ideal candidate will have a strong attention to detail and excellent organizational abilities, along with a thorough understanding of federal and state court rules. This position is 100% remote but you must be able to work a Pacific Time Zone business schedule. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Oversee the maintenance of the office’s docket and calendar system to ensure accurate scheduling of legal deadlines and court appearances.</p><p>• Retrieve filing information from court clerks and online docket systems to keep records current and precise.</p><p>• Generate and distribute updated master calendar reports to attorneys and legal staff on a regular basis.</p><p>• Ensure compliance with local jurisdictional and federal court rules by reviewing and updating scheduling procedures.</p><p>• Collaborate with legal teams to address scheduling conflicts and resolve calendar discrepancies.</p><p>• Utilize docketing software, such as CompuLaw, to manage deadlines and streamline processes.</p><p>• Monitor changes in court rules and procedures to ensure all filings and deadlines meet current regulations.</p><p>• Provide support with legal correspondence and communication as needed.</p>
We are looking for a skilled Attorney with a strong background in transactional law to join our team in Pleasanton, California. This role involves working with a diverse client base, including public agencies and multinational developers, to deliver exceptional legal services. The ideal candidate will have a proactive approach, excellent attention to detail, and the ability to balance strategic thinking with practical execution.<br><br>Responsibilities:<br>• Provide expert legal counsel and guidance on transactional matters, with a focus on real estate transactions.<br>• Draft, review, and negotiate contracts, agreements, and other legal documents to ensure compliance and protect client interests.<br>• Represent clients effectively in civil litigation cases, including drafting motions, conducting discovery, and preparing briefs.<br>• Collaborate with clients to anticipate challenges, develop strategies, and ensure successful outcomes.<br>• Conduct thorough legal research and analysis to support case preparation and decision-making.<br>• Maintain a high standard of excellence in all work products and client interactions.<br>• Build and nurture relationships with clients to understand their needs and deliver tailored legal solutions.<br>• Stay current on legal developments and industry trends to provide informed counsel.<br>• Contribute to the growth and dynamic culture of the firm, fostering both personal and detail-oriented development.
<p>We are looking for an experienced Sr. Public Tax Accountant to join our team on a contract basis in Lafayette, California for tax season. In this role, you will handle a variety of tax and accounting responsibilities, including preparing tax returns for High-Net-Worth individuals, businesses, and trusts, as well as managing year-end financial reporting. This position offers an opportunity to work with cutting-edge tools like Lacerte and QuickBooks while contributing to the success of our services firm.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and comprehensive tax returns for individuals, businesses, and trusts.</p><p>• Conduct general accounting tasks, including write-up work and maintaining financial records.</p><p>• Utilize Lacerte Tax Software and QuickBooks to manage financial data and ensure compliance.</p><p>• Generate year-end balance sheets and income statements for reporting purposes.</p><p>• Perform financial statement preparation, including detailed analysis and reconciliation.</p><p>• Review and finalize year-end closings to ensure accuracy and completeness.</p><p>• Maintain organized and up-to-date documentation for all accounting and tax-related activities.</p><p>• Collaborate with clients to address tax-related inquiries and provide expert guidance.</p>
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
