We are looking for a skilled Cloud Network Engineer to join our team in Malvern, Pennsylvania. This contract-to-permanent role involves designing, implementing, and supporting advanced cloud networking solutions with a focus on Microsoft Azure. The ideal candidate will have a strong background in network engineering, cloud architecture, and security, along with hands-on experience in enterprise tools such as Palo Alto firewalls and Cisco networking equipment.<br><br>Responsibilities:<br>• Design and manage cloud networking solutions in Microsoft Azure to ensure optimal performance, security, and scalability.<br>• Configure and oversee Azure Virtual Networks, VPNs, Network Security Groups, ExpressRoute, and Application Gateways.<br>• Monitor network performance using Azure-native tools and third-party platforms, identifying and resolving issues proactively.<br>• Develop and implement best practices for cloud network architecture, including automation, governance, and disaster recovery strategies.<br>• Troubleshoot complex network problems across hybrid environments and provide timely resolutions.<br>• Create and maintain comprehensive documentation for network configurations, policies, and procedures to support compliance and change management.<br>• Mentor and support entry level network engineers, fostering knowledge sharing and skill development.<br>• Collaborate with cross-functional teams, including cloud engineers, server administrators, and security specialists, to ensure seamless IT operations.<br>• Support compliance with security standards and regulatory requirements through thorough documentation and adherence to protocols.<br>• Participate actively in IT change management processes to ensure smooth transitions and updates.
<p>Our client, a respected law firm with a strong Public Finance practice, is seeking an experienced <strong>Public Finance Paralegal</strong> to support a team of attorneys on complex municipal finance and bond transactions. This role is ideal for a detail-oriented, proactive paralegal who thrives in a fast-paced transactional environment and enjoys taking ownership of deals from start to finish.</p><p><br></p><p>Interested candidates that have Finance experience with major law firms should reach out directly to Kevin Ross with Robert Half in Philadelphia for immediate consideration and submission. </p><p><br></p><p>This role is hybrid in office 3 days at first and can move down to 2 days a week in office once acclimated. </p><p><br></p>
We are looking for an experienced IT Manager to oversee and optimize the technological operations of our manufacturing facility in Telford, Pennsylvania. This role requires a hands-on approach to managing IT systems while ensuring compliance with evolving government security standards. The successful candidate will play a key role in maintaining system reliability, enhancing cybersecurity, and driving strategic IT initiatives.<br><br>Responsibilities:<br>• Manage daily IT operations, including system administration, network oversight, and hardware/software support.<br>• Lead the deployment, maintenance, and lifecycle management of IT equipment and infrastructure.<br>• Troubleshoot and resolve technical issues to ensure minimal disruption to manufacturing processes.<br>• Document system configurations, assets, and IT procedures to maintain accurate records.<br>• Collaborate with vendors and internal teams to implement upgrades, integrations, and new technologies.<br>• Develop and enforce IT policies and security measures to comply with government regulations.<br>• Conduct risk assessments and evaluate cybersecurity strategies to enhance system protection.<br>• Provide strategic recommendations to leadership on technology investments and modernization efforts.<br>• Stay updated on regulatory changes and ensure the organization meets current compliance standards.<br>• Support system optimization to improve operational efficiency within the manufacturing environment.
<p>Robert Half is recruiting an <strong>HR Generalist</strong> for a well-established local organization committed to building an inclusive and high-performing workplace. This is a hands-on, multi-dimensional role, ideal for HR professionals who enjoy supporting employees at every stage of their journey—from onboarding to employee development and policy management.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to employees and managers, guiding them on HR best practices, employee relations concerns, and organizational policies.</li><li>Administer end-to-end HR processes including talent acquisition, onboarding, benefits enrollment, salary changes, status changes, employee records, and terminations.</li><li>Facilitate new hire orientations and ongoing employee training programs, ensuring compliance and promoting professional growth.</li><li>Oversee benefits administration and answer employee questions about health plans, leave policies, and retirement programs.</li><li>Investigate and resolve employee relations issues, documenting outcomes and ensuring consistency and fairness.</li><li>Maintain HRIS systems and prepare regular reports on HR metrics, turnover, and compliance.</li><li>Partner cross-functionally with payroll, accounting, and department leads to coordinate workforce planning and support performance management cycles.</li><li>Stay current with labor laws, regulations, and HR industry trends. Recommend process improvements for compliance and efficiency.</li></ul>
We are looking for an experienced Product Manager to join our team in Edison, New Jersey. This is a contract position with the potential for a permanent role, combining strategic planning and hands-on execution to deliver exceptional customer experiences. The role requires a hybrid schedule, with two days of onsite collaboration each week.<br><br>Responsibilities:<br>• Transform business requirements into effective call flow designs, prioritizing seamless customer experiences.<br>• Create detailed documentation, including toll-free numbers, welcome messages, prompts, citations, and operational procedures.<br>• Work closely with implementation teams to ensure clarity and accuracy of requirements throughout the project lifecycle.<br>• Verify the implementation results align with specified requirements and maintain high standards of quality.<br>• Lead initiatives to enhance call flow processes and documentation for improved efficiency.<br>• Manage project timelines and maintain open communication with stakeholders regarding product updates and releases.<br>• Collaborate with cross-functional teams to identify and resolve issues during development and implementation.
<p>We are looking for a skilled Accountant to join our team in Allentown, Pennsylvania. This position offers an exciting opportunity to contribute to a dynamic accounting department while honing your expertise in financial management and reporting. The ideal candidate will play a key role in maintaining accurate records, ensuring compliance, and supporting organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage general accounting tasks, ensuring accurate and timely financial operations.</p><p>• Assist in generating periodic financial reports, including balance sheets, income statements, and profit and loss statements.</p><p>• Maintain and update the general ledger, ensuring all transactions are properly recorded.</p><p>• Process invoices, create new accounts, reconcile financial records, and oversee monthly account closures.</p><p>• Perform monthly bank reconciliations, verify deposits, and address inquiries from banking institutions.</p><p>• Manage accounts receivable collections and reconcile customer accounts to ensure prompt payments.</p><p>• Verify invoice payments related to accounts payable and allocate expenses to appropriate accounts.</p><p>• Support the Controller with month-end closings, annual reviews, and required accounting filings.</p><p>• File tax forms with federal, state, and local agencies in compliance with regulations.</p><p>• Collaborate with software vendors to optimize accounting systems and recommend updates for improved functionality.</p>
<p>Are you a motivated sales professional seeking a dynamic role where your outreach and relationship-building skills make a real impact? Robert Half is seeking an Inside Sales Representative to generate new business, support existing customer relationships, and drive the sales process from lead generation through closing with a local organization. If you have strong communication skills, experience in B2B sales, and a desire to grow in a collaborative environment, we encourage you to apply.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prospect, cold call, and follow-up with potential buyers; schedule and conduct sales calls based on strategic marketing initiatives.</li><li>Develop and implement sales plans, analyze prospects, and track sales forecasts and customer orders.</li><li>Review project plans, requirements, drawings, and specifications, particularly for fire protection and life safety systems.</li><li>Prepare and deliver professional sales presentations, proposals, and quotations; follow up on offers via phone and in-person visits.</li><li>Collaborate with customers to assess their needs and develop value-engineered solutions.</li><li>Prepare accurate and timely sales reports, manage data and expenses, and maintain necessary correspondence.</li><li>Maintain up-to-date knowledge of relevant standards, including National Fire Protection Association (NFPA), International Fire Code (IFC), Underwriters Laboratories (UL), Factory Mutual (FM), and local authorities' regulations.</li><li>Join and participate in industry associations and attend monthly meetings.</li><li>Develop project specifications and work with consulting engineering firms to promote product usage in future projects.</li><li>Work closely with the internal Design and Operations departments to ensure smooth hand-off of job information.</li><li>Build and maintain a robust proposal backlog aligned with the sales plan.</li><li>Uphold confidentiality of sensitive information at all times.</li></ul>
<p>Our client is looking for an experienced Merchandising Manager to join their team in the Old Bridge, New Jersey area. In this role, you will oversee strategic planning, execution, and income objectives for assigned grocery categories. Your efforts will focus on optimizing sales, managing vendor relationships, and ensuring alignment with business goals. </p><p><br></p><p>Salary is 85,000 - 125,000.</p><p>Benefits include Medical, Dental, and Vision Insurance, 401k, and PTO.</p><p><br></p><p>Responsibilities:</p><p>• Develop and achieve budget objectives, including sales targets, gross profit margins, and promotional income for assigned categories.</p><p>• Lead negotiations with vendors and brokers to secure competitive pricing, promotional programs, and contracts.</p><p>• Plan and implement weekly promotional campaigns, including creating competitive ads and accurate sales forecasts.</p><p>• Prepare and present materials for committee meetings, such as competitive ad reviews, promotional price points, and new product proposals.</p><p>• Conduct market research to analyze trends, competitor strategies, and category performance for informed decision-making.</p><p>• Maintain and optimize product assortments by managing item setup, cost accuracy, and inventory updates.</p><p>• Resolve vendor billing issues efficiently, ensuring accurate and timely processing of invoices and payments.</p><p>• Monitor and maintain gross profit margin targets in alignment with quarterly goals.</p><p>• Perform regular pricing reviews to ensure competitiveness in the market.</p><p>• Collaborate with vendors and attend industry events to negotiate deals and secure promotions for the organization.</p>
<p>Wilmington Delaware client, seeks a Customer Service Representative with a positive attitude and willingness to learn and adapt. This Customer Service Representative will engage with customers on order requests and updates, create and update customer files, draft customer quotes, assist with inventory management, fulfill customer orders, submit scheduling forms, attend weekly sales meetings, resolve customer inquiries, research and identify areas for process improvement, and provide administrative assistance where needed. The ideal candidate should have great communication skills, strong multi-tasking capabilities, and the ability to thrive within a team environment.</p><p><br></p><p>Major Responsibilities</p><p>· Fulfill customer inquiries</p><p>· Order/Vendor Management</p><p>· Build strong customer relationships</p><p>· Process Improvement</p><p>· Sales Support</p><p>· Maintain customer records</p><p>· Delivery Tracking</p><p>· Follow-up with all customer correspondence via phone and email</p><p>· Ability to transfer documentation into a Paperless Environment</p>
<p>125,000 - 130,000</p><p><br></p><p>benefits:</p><ul><li>paid time off</li><li>health insurance</li></ul><p><br></p><p>We are looking for a meticulous Assistant Controller to join our team in West Long Branch, New Jersey. This role offers an exciting opportunity to work in the construction industry and contribute to the financial success of our projects. The ideal candidate will have a strong background in accounting and finance, with specific experience in construction-related financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting functions, ensuring accuracy and efficiency in all operations.</p><p>• Manage billing processes and ensure timely submissions, adhering to industry standards.</p><p>• Analyze job costing data to monitor project profitability and identify areas for improvement.</p><p>• Supervise and guide accounting staff, fostering growth and skill development.</p><p>• Collaborate with project managers and company leadership to support financial planning and decision-making.</p><p>• Assist in preparing budgets, forecasts, and detailed financial reports.</p><p>• Ensure compliance with internal controls and applicable regulations.</p><p>• Support month-end closing activities and ensure accurate reporting of financial statements.</p><p>• Facilitate audits and provide necessary documentation to auditors as required.</p>
<p>Reputable, development firm seeks a Portfolio Accountant with strong knowledge of financial instruments and portfolio accounting principles. The Portfolio Accountant will be responsible for managing and maintaining accurate financial records for investment portfolios ensuring timely and accurate reporting of portfolio performance, account reconciliation, and working closely with investment managers, operations teams, and auditors to support financial integrity and performance analysis of investment funds. The ideal candidate for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of industry trends and compliance updates.</p><p><br></p><p>Primary Responsibilities</p><p>· Maintain accounting records for assigned investment portfolios, including equities, fixed income, alternatives, and other asset classes</p><p>· Reconcile cash, underwriting, purchasing, and portfolio valuations</p><p>· Calculate performance metrics</p><p>· Budgeting & Forecasting</p><p>· Collaborate with portfolio managers on compliance measures</p><p>· Review and enter journal entries</p><p>· Assist in the preparation of client reports, financial statements, and investor communications</p><p>· Reviewing lease agreements</p>
<p>We are looking for an Accounts Payable Specialist to join a team in Souderton, Pennsylvania. This role offers the opportunity to contribute to a dynamic manufacturing environment while handling a variety of accounts payable tasks. As this is a long-term contract position, it provides stability and the potential for growth into a leadership role within the department.</p><p><br></p><p>Responsibilities:</p><p>• Manage the full-cycle accounts payable process, including receiving, coding, and matching invoices.</p><p>• Process invoices efficiently and ensure data accuracy during entry into the system.</p><p>• Collaborate with the Accounts Payable Manager on special accounting projects and initiatives.</p><p>• Prepare and issue payments, including cutting checks and handling ACH transactions.</p><p>• Maintain and update the accounts payable database to ensure accurate records.</p><p>• Assist with account coding and ensure compliance with company standards.</p><p>• Support the team in managing automated clearing house transactions and resolving discrepancies.</p><p>• Provide backup assistance during check runs and payment processing.</p><p>• Utilize Epicor software to streamline accounts payable functions and reporting.</p><p>• Contribute to improving processes and maintaining high standards of accuracy.</p>
<p>We are looking for a dedicated Credit Analyst to join our team in Fort Washington, Pennsylvania. In this long-term contract role, you will play a key part in managing financial operations related to property management and utilities. This position offers the opportunity to work collaboratively in a dynamic environment, with a mix of office (4 days) and remote (Friday) work.</p><p><br></p><p>Responsibilities:</p><p>• Oversee utility billing processes, including initiating and discontinuing utility services at various properties.</p><p>• Collaborate with accounting teams to develop and manage utility budgets.</p><p>• Prepare and maintain accurate reports related to accruals.</p><p>• Investigate and resolve discrepancies in utility charges.</p><p>• Analyze property management financials to ensure accuracy and compliance.</p><p>• Perform credit analysis and manage commercial collections.</p><p>• Process credit applications efficiently and in compliance with company standards.</p><p>• Utilize software tools such as Excel and Yardi (preferred) to streamline operations.</p><p>• Support financial decision-making by providing detailed analytical reports.</p>
We are looking for a detail-oriented Administrative Assistant to support daily operations and ensure seamless workflow within our organization. This role is ideal for someone with healthcare experience who thrives in a fast-paced environment and can manage multiple tasks efficiently. Your contributions will play a vital role in maintaining organization and supporting business growth.<br><br>Responsibilities:<br>• Manage inbound and outbound calls with professionalism and efficiency.<br>• Coordinate schedules and appointments using calendar management tools.<br>• Perform data entry and maintain accurate records of administrative tasks.<br>• Handle email correspondence and respond promptly to inquiries.<br>• Assist with ordering office supplies and maintaining inventory.<br>• Provide receptionist support by greeting visitors and managing front desk duties.<br>• Scan and organize documents for easy access and record-keeping.<br>• Support business development efforts by preparing materials and coordinating meetings.<br>• Maintain basic office functions, ensuring a well-organized and productive environment.<br>• Collaborate with team members to streamline administrative processes.
<p>110,000 - 115,000</p><p><br></p><p>Benefits include:</p><ul><li>health insurance</li><li>paid time off</li><li>hybrid/remote</li></ul><p><br></p><p>We are looking for a motivated Outsourced Accounting Manager to join our dynamic CPA firm in East Brunswick, New Jersey. This role is ideal for professionals with a strong accounting background who excel at managing multiple client accounts and providing strategic financial insights. The position offers flexibility with hybrid or fully remote work arrangements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and approve payroll processing to ensure accuracy and compliance.</p><p>• Provide expert advice on general accounting and financial matters to clients.</p><p>• Manage employee expense reimbursement processes, ensuring timely and accurate handling.</p><p>• Build and maintain strong client relationships through regular communication and support.</p><p>• Conduct client meetings to present monthly financial reports and address any inquiries.</p><p>• Perform month-end close duties, including reviewing financial statements and reports.</p><p>• Reconcile accounts to ensure accurate financial records.</p><p>• Prepare and review journal entries to maintain the integrity of the general ledger.</p>
<p>Growing, distributor located in the South Jersey area is looking to add highly technical, Senior Accountant with proven mergers & acquisitions expertise to their accounting department. The Senior Accountant will be responsible for managing the accounting and financial reporting aspects of corporate transactions, including acquisitions, divestitures, joint ventures, and reorganizations. This role partners with cross-functional teams to ensure accurate purchase accounting, compliance with U.S. GAAP, and seamless integration of newly acquired entities into the company’s financial systems and processes. The successful candidate for this role will have sharp analytical skills, goal-driven, excellent time management abilities, team player, and strong written and verbal communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and post journal entries, ensuring accuracy and timeliness during the month-end close process.</p><p>• Reconcile and analyze accounts regularly, including balance sheet accounts, to maintain accurate financial records.</p><p>• Validate and reconcile data across various operational, accounting, and reporting systems to support project reviews.</p><p>• Investigate and resolve discrepancies, providing actionable solutions to management.</p><p>• Review and manage intercompany transactions, ensuring proper elimination during month-end close.</p><p>• Maintain detailed schedules and supporting documents to ensure compliance with internal controls.</p><p>• Develop and document internal processes that align with evolving business requirements and regulations.</p><p>• Collaborate with operations teams and management to enhance visibility into key financial data.</p><p>• Provide audit-ready documentation to substantiate financial transactions and ensure compliance.</p><p>• Identify and implement process improvements to increase efficiency and accuracy in accounting operations.</p>
<p>35,000 - 41,000</p><p><br></p><p>The benefits include Healthcare (Health, Vision, Dental), HSA dollar for dollar match, Paid Holidays Off, 2 weeks PTO, Short/Long Term Disability 100% Company Paid, Life Insurance 100% Company Paid, 401K, and Employee Discounts. </p><p><br></p><p>We are looking for a dedicated Customer Service Representative to join our team in the Metuchen, New Jersey. In this role, you will serve as the primary point of contact for customers, ensuring their inquiries are resolved efficiently and with attention to detail. If you thrive in a fast-paced environment and enjoy building relationships while solving problems, this position is perfect for you.</p><p><br></p><p>Responsibilities:</p><p>• Resolve customer inquiries by troubleshooting product issues and processing warranty claims and return authorizations.</p><p>• Identify opportunities to boost revenue through up-selling and promoting marketing campaigns.</p><p>• Utilize various software platforms, including Navision and ZenDesk, for order entry and customer documentation.</p><p>• Maintain accurate records and documentation in compliance with company procedures.</p><p>• Coordinate with shipping and production teams to ensure timely delivery of products.</p><p>• Assist the Customer Service Manager by preparing written documentation and knowledge-based materials.</p><p>• Maintain a focused and attentive demeanor during interactions with customers and team members.</p><p>• Provide constructive suggestions to improve department processes and efficiency.</p>
<p>Reputable, private equity firm seeks a success-driven, Fund Accountant who is eager to grow within the funds/investment industry. In this role, you will be responsible for overseeing numerous financial funding and investment operations such as: tracking budgeting and forecasting models, preparing financial statements, assisting with the annual audit process, completing treasury and compliance tasks, monitoring fund expenses, and communicating fund performance and financial results to management/stakeholders. The ideal Fund Accountant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles.</p><p><br></p><p>Primary Responsibilities</p><p>· Capture and record fund activities</p><p>· Daily AP/AR transactions</p><p>· Oversee various investment funds</p><p>· Prepare fund accounting financial statements/reports</p><p>· Assist with the annual audit process</p><p>· Supervise reconciliation of investment portfolios</p><p>· Gather treasury filings as needed</p><p>· Maintain strong client relationships</p><p>· Ad hoc vendor relation projects</p>
We are looking for an experienced Oracle Financial Cloud Senior Manager to lead and support projects in Hammonton, New Jersey. In this role, you will guide clients through the implementation and optimization of Oracle Cloud Financial modules while fostering strong relationships and delivering exceptional service. This position offers the opportunity to work with diverse industries, drive process improvements, and contribute to the growth and success of both clients and team members.<br><br>Responsibilities:<br>• Design and optimize financial workflows across modules such as Accounts Payable, Accounts Receivable, General Ledger, and Fixed Assets.<br>• Lead clients through all phases of Oracle Cloud Financials implementations, ensuring successful project outcomes.<br>• Configure and implement Oracle Cloud Financial solutions tailored to clients’ needs.<br>• Identify and resolve challenges during product implementation using innovative approaches.<br>• Build and maintain strong relationships with clients, including senior executives, to ensure satisfaction and ongoing collaboration.<br>• Mentor and develop team members by creating training opportunities and fostering growth.<br>• Promote a positive team culture that encourages open communication and collaboration.<br>• Contribute to business development efforts by preparing proposals and strategies to secure new clients.<br>• Identify opportunities to integrate product solutions to improve service capabilities for clients.<br>• Manage and oversee teams, including conducting performance evaluations, coaching, and ensuring alignment across project teams.
We are looking for a skilled Salesforce Developer to join our team in Philadelphia, Pennsylvania. In this role, you will act as the primary technical expert for our Litify platform, ensuring its customization, automation, and optimization to meet organizational needs. You will collaborate closely with various departments to deliver innovative solutions and maintain system efficiency.<br><br>Responsibilities:<br>• Act as the main developer for the Salesforce Litify platform, supporting system administrators.<br>• Create and maintain custom workflows, automations, and integrations tailored to business requirements.<br>• Build and refine dashboards and reports to provide actionable insights.<br>• Work with stakeholders to design and implement solutions that align with organizational goals.<br>• Partner with IT and operations teams to improve interdepartmental workflows.<br>• Assist with data migration, testing, and ensuring readiness for system launches.<br>• Monitor system health and resolve technical issues promptly.<br>• Drive post-launch updates and continuous system enhancements.
<p>Manufacturer, located in the Lansdale, PA area is looking to staff a Controller with proven consolidations expertise. In this role, you will ensure accurate preparation of financial reports, oversee cash control, general ledger maintenance, create annual budgets, oversee and lead a finance department ensuring financial systems that are in place generate revenue and yield to compliance with US GAAP. In this Controller role, you will be responsible for maintaining the organization’s financial health, enforcing a system of controls that minimize risks and accomplishes budget obligations. We are looking for a candidate who can drive cash generation, improve financial accounting systems, and provide management with the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results.</p><p><br></p><p>Major Responsibilities</p><p>· Review and manage accounting operations</p><p>· Oversee the month end close process</p><p>· Develop financial strategies</p><p>· Prepare financial statements and reports</p><p>· Account Reconciliations </p><p>· Consolidate financial data</p><p>· Build strong banking/insurance relationships</p><p>· Internal Control Monitoring</p><p>· Assist with internal/external audit preparation</p>
<p>We have partnered with a non-profit organization on their search for a tech savvy, AR/AP Specialist with proven general ledger expertise. In this role, you will assist with managing the organization’s full-cycle accounts payable and accounts receivable processes including: processing invoices and payments, account reconciliation, maintaining the general ledger, assisting with the month-end process, coordinating audit preparation and documentation, posting ACH transactions, maintaining accounting files, and ensuring compliance with company policies and accounting standards. The ideal AR/AP Specialist for this role should have a not-for-profit background, have a high level of attention to detail, excellent organizational skills, and great time management skills.</p><p><br></p><p>Major Responsibilities</p><p>· Process vendor invoices, expense reports, and purchase orders accurately and in a timely manner.</p><p>· Prepare and issue payments via check, ACH, or wire transfer.</p><p>· Reconcile vendor statements and resolve discrepancies or billing issues.</p><p>· Generate customer invoices and ensure prompt, accurate billing.</p><p>· Monitor accounts receivable aging and follow up on outstanding payments.</p><p>· Apply incoming payments and maintain up-to-date customer account records.</p><p>· Perform month-end closing tasks, including accruals, reconciliations, and journal entries.</p><p>· Maintain vendor and customer files to ensure accurate and complete records.</p><p>· Collaborate with internal departments to resolve invoice and payment issues.</p><p>· Assist with audits, reporting, and special accounting projects as needed.</p>
We are looking for a dedicated and client-focused Trust and Estate Assistant to join our team in Doylestown, Pennsylvania. This Contract to permanent position offers an opportunity to work closely with high-net-worth clients, supporting attorneys and wealth advisors in complex trust and estate planning matters. The role emphasizes professionalism, exceptional interpersonal skills, and a commitment to providing outstanding service.<br><br>Responsibilities:<br>• Assist attorneys and wealth advisors with trust and estate planning, ensuring all documentation is accurate and timely.<br>• Manage client communications, fostering positive relationships with high-net-worth individuals.<br>• Handle e-filing and court filings for trust and estate matters with precision.<br>• Coordinate scheduling and maintain calendars for attorneys and advisors.<br>• Support civil litigation processes related to estate planning when required.<br>• Collaborate with team members to ensure seamless management of complex trust arrangements.<br>• Uphold the organization’s values of faith, service, and client care in all interactions.<br>• Provide administrative support within the office as needed, ensuring smooth operations.<br>• Adapt to additional tasks and responsibilities based on the needs of the team.<br>• Maintain confidentiality and professionalism in handling sensitive client information.
<p>Thriving client is looking to staff a multi-talented Controller with proven communication skills. In this role, you will ensure accurate preparation of financial reports, oversee tax planning, general ledger maintenance, create annual budgets, oversee and lead a finance department ensuring financial systems that are in place generate revenue and yield to compliance with US GAAP. In this Controller role, you will be responsible for maintaining the organization’s financial health, enforcing a system of controls that minimize risks and accomplishes budget obligations. We are looking for a candidate who can drive cash generation, improve financial accounting systems, and provide management with the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results.</p><p><br></p><p>Major Responsibilities</p><p>· Review and manage accounting operations</p><p>· Oversee the month end close process</p><p>· Develop financial strategies</p><p>· Prepare financial statements and reports</p><p>· Account Reconciliations </p><p>· Consolidate financial data</p><p>· Build strong banking/insurance relationships</p><p>· Internal Control Monitoring</p><p>· Assist with internal/external audit preparation</p>
Key Responsibilities<br>• Own accountability for day-to-day help desk operations to ensure tickets are properly prioritized, assigned, and resolved within defined SLAs.<br>• Monitor ticket queues in PSA (Autotask) to maintain even workload distribution and ensure prompt ticket handling.<br>• Serve as the primary technical escalation point for Tier 1 technicians, offering guidance and assisting with complex issues.<br>• Provide Tier 2 technical support to resolve escalated service tickets for client systems, networks, and applications.<br>• Provide support and mentorship to Tier 1 staff, including informal coaching and daily technical assistance.<br>• Facilitate detail oriented development of the help desk team by identifying training needs, collaborating on performance reviews conducted by VP of Technology, and acting as a liaison for the team to support career growth.<br>• Audit service desk ticket queues to proactively address potential issues with delays in resolution or ensure that adequate technical personnel are engaged in issue resolution. <br>• Perform follow-up to ensure that issues have been successfully resolved and communicate with clients to maintain positive client relationships. <br>• Schedule onsite visits for the technical team to ensure timely issue resolution/equipment delivery while also maintaining adequate help desk coverage.<br>• Identify process improvements in help desk operations and work with management to implement operational process improvements.<br>• Document all work performed, maintaining clear and detailed notes in Autotask. <br>• Identify recurring issues and collaborate with senior technical team to develop permanent resolutions and/or knowledge base entries.<br>• Communicate with clients in a detail oriented, service-oriented manner, maintaining high levels of satisfaction and transparency.<br>• Participate in after-hours or on-call rotations as required.
