Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Full-Time talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2027 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

18 results for Contract Specialist in Newark, CA

Contract Accountant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 40 - 50 USD / Hourly
  • <p>Our company is seeking a skilled Accountant for a contract role with hands-on experience in NetSuite. This is an excellent opportunity to support our accounting operations and drive process improvements during a critical period. Candidates must be detail-oriented, collaborative, and capable of working independently in a fast-paced environment.</p><p><strong>Responsibilities:</strong></p><ul><li>Perform daily and monthly accounting functions, including general ledger entries, reconciliations, and financial reporting.</li><li>Oversee transactional accounting in NetSuite: accounts payable, accounts receivable, invoice processing, and bank reconciliations.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance with accounting standards.</li><li>Support budgeting, forecasting, and variance analysis initiatives.</li><li>Generate and analyze financial statements, identifying discrepancies and proposing corrections.</li><li>Collaborate with cross-functional teams to improve workflows and optimize NetSuite utilization.</li><li>Ensure compliance with internal controls and regulatory requirements.</li><li>Respond to ad-hoc accounting requests as needed.</li></ul><p><br></p>
  • 2026-10-16T00:00:00Z
Contracts Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
  • 2026-10-19T00:00:00Z
Contracts Manager
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 33.25 - 35 USD / Hourly
  • <p>Legal Operations &amp; Contracts Coordinator</p><p>Join a growing medical device technology company in a dynamic role supporting its Legal and Compliance team. This is an exciting opportunity to contribute to contract management, corporate governance, regulatory compliance, and legal operations while helping implement a new contract lifecycle management (CLM) platform.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate commercial contracts, including agreements with vendors, consultants, and third-party manufacturers.</li><li>Support implementation of a new CLM platform, including migrating records and improving contracting processes.</li><li>Manage business licenses, regulatory filings, insurance policies, and annual renewals.</li><li>Assist with corporate governance, board documentation, stockholder meetings, and proxy filings.</li><li>Support legal operations, including budgets, outside counsel billing, purchase orders, and vendor management.</li><li>Maintain accurate legal records and support compliance with applicable laws, regulations, and company policies.</li></ul><p><br></p>
  • 2026-10-22T00:00:00Z
Commercial Counsel
  • Palo Alto, CA
  • onsite
  • Temporary to Hire
  • 100 - 125 USD / Hourly
  • <p>Silicon Valley tech company is looking for an experienced Commercial Counsel to join its legal team. This Counsel opportunity is ideal for a licensed attorney with deep expertise in enterprise SaaS transactions who can step in quickly and partner with internal stakeholders on high-value commercial agreements. The role requires an on-site presence in Palo Alto, CA, with the expectation of working from the office approximately three days each week. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead the review, drafting, and negotiation of complex commercial agreements related to enterprise SaaS offerings.</p><p>• Advise business partners on contract terms, legal risk, and practical deal strategies to help move transactions forward efficiently.</p><p>• Manage key customer and vendor agreement workflows, including master services agreements, data processing addenda, and business associate agreements.</p><p>• Redline contracts thoroughly and propose clear revisions that align legal protections with business objectives.</p><p>• Collaborate closely with cross-functional teams to resolve contractual issues and support timely execution of deals.</p><p>• Provide legal guidance on agreement structures and negotiation positions in a fast-paced technology environment.</p><p>• Help maintain continuity of commercial legal support while the company identifies a long-term addition to the team.</p>
  • 2026-09-29T00:00:00Z
Account Specialist
  • Sunnyvale, CA
  • onsite
  • Temporary to Hire
  • 26.9135 - 31.163 USD / Hourly
  • We are looking for an Account Specialist to join a financial services team in Sunnyvale, California on a contract basis with the potential for a permanent position. This position is well suited for someone who has supported customer accounts in a banking, credit union, or related financial environment and is comfortable managing sensitive financial records with accuracy. The role focuses on deposit-related account support, transactional processing, and document handling while maintaining strong adherence to established policies and compliance standards.<br><br>Responsibilities:<br>• Manage daily account service activities, including updates to customer profiles, maintenance requests, and support for deposit-related products.<br>• Process and review transactions involving IRAs, CDs, wire activity, and other banking services with close attention to accuracy and timeliness.<br>• Maintain organized financial documentation and verify that records meet internal controls and regulatory expectations.<br>• Support account operations by resolving service issues, researching discrepancies, and coordinating follow-up on outstanding items.<br>• Perform account balancing and reconciliation tasks to help ensure transaction integrity and accurate customer records.<br>• Assist with billing, receivable, payable, and related accounting support functions as needed within the scope of the role.<br>• Apply credit union or banking policies consistently when handling account requests, transactions, and documentation.<br>• Partner with internal teams to provide efficient service across deposit operations, personal banking support, and account administration.
  • 2026-10-22T00:00:00Z
Legal Conflicts Analyst
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 105000 USD / Yearly
  • <p>We are looking for a Conflicts Analysts join our firm in San Francisco This role focuses on evaluating conflicts of interest for new matters and attorney hires, helping the firm meet ethical standards while supporting business growth. The position works closely with attorneys and risk partners to assess issues, guide resolution steps, and maintain compliance with firm policies and conduct requirements.</p><p><br></p><p>Responsibilities:</p><p>• Assess submissions for new matters and attorney onboarding to identify potential legal or business conflicts and summarize findings for stakeholders.</p><p>• Research clients, related parties, and corporate relationships to build a complete picture for conflict analysis.</p><p>• Prepare and interpret conflict reports, highlighting key risks, affected parties, and items requiring follow-up.</p><p>• Examine waivers, disclosure documents, and engagement terms to confirm they address conflict concerns and align with firm standards.</p><p>• Support review of outside counsel guidelines and apply those requirements when evaluating conflict and ethical wall obligations.</p><p>• Coordinate with attorneys, conflicts personnel, and risk management leaders to resolve issues tied to new business intake and lateral hires.</p><p>• Establish and maintain ethical screens when required, including drafting supporting notices and documentation.</p><p>• Protect highly sensitive client and firm information by exercising sound judgment, discretion, and confidentiality at all times.</p><p>• Contribute to refinements in conflicts and intake procedures, including testing process improvements and assisting with coverage outside standard business hours when needed.</p>
  • 2026-10-05T00:00:00Z
Benefits Specialist
  • Pleasanton, CA
  • onsite
  • Temporary / Contract
  • 37 - 37 USD / Hourly
  • <p>***This Is A Contract Opportunity. Spanish-English Bilingual Fluency Required***</p><p><br></p><p>We are looking for a Compensation &amp; Benefits Specialist to support the administration of union-related fringe benefit programs. This Contract opportunity is ideal for someone who can balance accuracy, responsiveness, and professionalism while assisting members with health, vacation, disability, and retirement benefit matters. The role requires strong communication skills, careful document handling, and the ability to manage a steady workload in a collaborative environment.</p><p><br></p><p>Job Duties:</p><p>• Administer enrollment activity and disability benefit processing for union members with a high level of accuracy and timeliness.</p><p>• Serve members through frequent phone and in-person interactions, addressing questions and resolving benefit-related requests professionally.</p><p>• Explain coverage details, program rules, and administrative procedures in a clear and member-focused manner.</p><p>• Review applications, supporting records, and enrollment documentation to ensure complete and correct benefit processing.</p><p>• Handle legal documents and related requests, including matters involving child support orders, in accordance with established procedures.</p><p>• Maintain compliance with governing plan documents and benefit guidelines throughout all administrative activities.</p><p>• Partner with colleagues to coordinate efficient processing and support consistent service levels across the benefits team.</p><p>• Assist leadership with additional benefit administration tasks and special assignments as business needs evolve.</p>
  • 2026-10-06T00:00:00Z
Commercial Litigation Associate Attorney
  • Corte Madera, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 240000 USD / Yearly
  • <p>Robert Half Legal is recruiting an Sr. Associate Attorney (or Of Counsel) to join a growing commercial and intellectual property (IP) litigation practice group at the North Bay office of a large law firm. This opportunity is well suited for a lawyer with several years of litigation experience who is eager to handle sophisticated disputes and work closely with private-sector clients, including innovators and tech companies. This position offers meaningful case management responsibilities, courtroom advocacy, and play a key role in strengthening an expanding trial practice.</p><p><br></p><p>Responsibilities:</p><p>• Handle a range of commercial, business, and civil litigation matters from early case assessment through resolution.</p><p>• Partner closely with senior attorneys to develop case strategy and support the continued growth of the business litigation practice.</p><p>• Prepare persuasive motions, pleadings, briefs, and other court filings with strong attention to detail and legal analysis.</p><p>• Manage written discovery, document review, and fact development to build well-supported litigation positions.</p><p>• Represent clients in hearings, court appearances, and other proceedings as matters progress.</p><p>• Work on disputes involving intellectual property, employment-related claims, and other complex business issues.</p><p>• Communicate effectively with clients, including organizations in the technology sector, to provide practical legal guidance and case updates.</p><p><br></p><p>The target salary is $140,000 - 215,000+/yr, DOE, plus sizeable monthly productivity bonuses (ranging from $1,500 - 4,000/month) and a discretionary annual bonus (ranging from $7,000 to $20,000+). Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-10-09T00:00:00Z
Contracts Manager - Biotech
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 60 - 85 USD / Hourly
  • <p>A well-established biotechnology company based in San Francisco is seeking a Contracts Manager to support its legal and business teams. This is a contract-to-hire opportunity for a contracts professional with experience in the biotech or life sciences sector. The role focuses on managing, drafting, and negotiating a high volume of commercial and research-related agreements while partnering closely with internal stakeholders across scientific, operational, and business functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and negotiate a broad range of agreements, including NDAs, vendor agreements, MSAs, SOWs, consulting agreements, and research collaboration contracts</li><li>Support contracts related to research and development, clinical activities, and commercial operations</li><li>Manage the full contract lifecycle, from intake and review through execution and amendment</li><li>Collaborate with legal, finance, procurement, and business teams to ensure alignment with company objectives</li><li>Maintain contract records, templates, and compliance tracking</li><li>Identify and escalate legal or business risks as appropriate</li></ul>
  • 2026-10-12T00:00:00Z
Property Accountant
  • San Francisco Bay Area, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 90000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>ACCOUNTANT - PROPERTY ACCOUNTANT</strong></p><p><br></p><p>Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.</p><p>Responsibilities:</p><p>-General ledger, month-end close of multiple entities/portfolios</p><p>-Prepare and review complex account reconciliation and journal entries</p><p>-Perform analytical review in support of the monthly close process.</p><p>-Prepare monthly analysis of account variances </p><p>-Prepare annual audit schedules</p><p><br></p>
  • 2026-10-19T00:00:00Z
Property Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p><strong>Looking for more than just another accounting job?</strong></p><p>If you’re a Property or GL Accountant who values <strong>stability, work-life balance, and being part of a close-knit team</strong>, this could be a great next step.</p><p>This growing real estate investment, development, and management company has built its accounting team from <strong>2 to 12 employees in just six years</strong>. Despite that growth, the culture remains personal, collaborative, and family-oriented. Employees have <strong>direct access to the owner</strong>, giving you the opportunity to have your work seen, make an impact, and work closely with leadership.</p><p>And perhaps best of all: <strong>this is a true 9-to-5 environment.</strong> You can build a career without sacrificing your life outside of work.</p><p><br></p><p><strong>About the Opportunity</strong></p><p>The Property Accountant will play an important role in supporting the accounting and financial operations of the company&#39;s real estate portfolio. This is an excellent opportunity for someone who enjoys a hands-on accounting role and wants to work closely with property managers and other stakeholders outside of the accounting team.</p>
  • 2026-10-16T00:00:00Z
Litigation Attorney
  • San Mateo, CA
  • onsite
  • Permanent / Full Time
  • 175000 - 300000 USD / Yearly
  • <p>Robert Half Legal is recruiting Employment Law Litigators (full-time or part-time) for a boutique firm on the Peninsula (hybrid telecommute) that represents entrepreneurs and founders, emerging technology companies and established large employers, as well as senior-level management. The firm’s practitioners are top AmLaw 100 law firm trained attorneys and the practice specializes in counseling on complex, unique, and high stakes employment litigation and workplace investigations.</p><p><br></p><p>The firm is looking for 3-10++ year practitioner with significant L&amp;E or commercial litigation experience. The attorney applicant should have strong analytical, writing, and oral argument skills, efficient case management experience, good academic and law firm employment record, and be passionate about advocacy and analyzing thorny, novel legal matters.</p><p><br></p><p>For a full-time attorney, the salary range offered is $175,000 – 275,000+/yr, DOE. The firm is also open to hiring a part-time counsel at a very competitive hourly rate. Bonus program is in place, including for matter origination and work on some of the firm’s plaintiff-side cases on behalf of highly paid executives. Employment benefits package offered and flexible with telecommuting.</p><p><br></p><p>This is a good opportunity for a litigator looking for work on very interesting cases, many of first impression, and wants to find a firm offering quality mentorship, direct client relationships, and plenty of first-chair deposition and motion hearing experience, and trial advocacy. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-09-25T00:00:00Z
Litigation Attorney
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 220000 USD / Yearly
  • <p>We are looking for Litigation Attorney to join a collaborative legal team in San Francisco, California. This opportunity is suited for a California-licensed attorney with litigation experience who can contribute thoughtful legal analysis, strong written advocacy, and practical guidance to clients. The role offers meaningful client interaction, exposure to complex disputes, and a supportive environment that supports long-term career growth while maintaining an in-office presence several days each week.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in employment-related litigation matters from initial case assessment through resolution.</p><p>• Prepare persuasive motions, briefs, pleadings, and other legal filings with a high degree of accuracy and strategic judgment.</p><p>• Manage discovery activities, including drafting requests, reviewing responses, and coordinating document production.</p><p>• Conduct legal research and analyze statutes, regulations, and case law to support litigation strategy and client advice.</p><p>• Participate in hearings, depositions, mediations, and other proceedings while collaborating with attorneys across practice areas.</p><p>• Communicate directly with clients to provide updates, explain legal risks, and develop practical, business-oriented recommendations.</p><p>• Handle multiple active matters in a fast-paced setting while meeting deadlines and maintaining strong attention to detail.</p><p>• Contribute to class action, wage and hour, construction, government contracts, or other complex dispute matters when applicable.</p>
  • 2026-10-05T00:00:00Z
Litigation Attorney
  • Pleasant Hill, CA
  • remote
  • Temporary / Contract
  • 75 - 90 USD / Hourly
  • <p>A growing litigation practice is seeking a California-licensed Associate Attorney with insurance defense litigation experience to join its team on a contract-to-hire basis. This fully remote opportunity will involve handling matters from inception through resolution, including discovery, depositions, motion practice, case strategy, and trial preparation. The ideal candidate is a strategic, hands-on litigator with strong insurance defense experience, a demonstrated history of stability in prior roles, and an interest in growing long term with the firm.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage complex civil litigation matters from initial investigation through resolution</li><li>Develop and execute case strategy, including assessing risks, defenses, and litigation objectives</li><li>Handle all phases of discovery, including written discovery, document review, production, and discovery planning</li><li>Research, draft, and argue substantive motions, including dispositive motions</li><li>Maintain day-to-day ownership of assigned matters and proactively manage case deadlines</li><li>Communicate with clients regarding case developments, litigation strategy, and recommendations</li><li>Coordinate with and prepare expert witnesses to support litigation strategy and trial preparation</li><li>Assist with all aspects of trial preparation, including witness preparation, exhibit management, and trial strategy</li></ul>
  • 2026-10-01T00:00:00Z
Litigation Attorney
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 75 - 90 USD / Hourly
  • <p>A well-established San Francisco–based personal injury law firm is seeking a Litigation Attorney to join its growing practice. This is a contract-to-hire opportunity offering hands-on litigation experience, mentorship, and the potential for long-term placement. The Litigation Attorney will handle all phases of civil litigation on plaintiff-side matters, primarily personal injury cases. While plaintiff-side personal injury experience is preferred, the firm is open to candidates from a variety of civil litigation backgrounds who are motivated to transition into this practice area.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle day-to-day litigation tasks across the full lifecycle of cases</li><li>Draft pleadings, motions, discovery responses, and other litigation documents</li><li>Manage written discovery and participate in depositions</li><li>Conduct legal research and factual investigations</li><li>Assist with and contribute to case strategy, trial preparation, and settlement negotiations</li><li>Communicate directly with clients, experts, opposing counsel, and court personnel</li><li>Support senior attorneys on active litigation matters and trial preparation</li></ul>
  • 2026-10-19T00:00:00Z
Real Estate Transactional Attorney
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 195000 USD / Yearly
  • We are looking for a real estate transactional attorney to join our team in Oakland, California. This role is ideal for a lawyer with several years of experience advising nonprofit organizations, private entities, and public agencies on property-related matters tied to affordable housing and community development. The position offers the opportunity to manage substantial portions of complex transactions while working in a collaborative, high-performing legal environment.<br><br>Responsibilities:<br>• Advise clients on real estate transactions involving affordable housing, community development, and economic development initiatives.<br>• Draft, review, and negotiate purchase agreements, financing documents, operating agreements, and other transaction-related contracts.<br>• Lead key components of deal structuring, due diligence, and closing processes for acquisitions, dispositions, and development projects.<br>• Counsel nonprofit organizations, for-profit entities, and public agencies on ownership structures, tax considerations, and regulatory obligations.<br>• Support matters involving government funding programs, subsidies, and compliance requirements connected to housing and development projects.<br>• Provide legal guidance on rental housing operations and affordable housing program rules throughout the transaction lifecycle.<br>• Coordinate with internal and external stakeholders to move transactions forward efficiently and resolve legal issues as they arise.
  • 2026-09-29T00:00:00Z
Exception Services Specialist
  • Novato, CA
  • onsite
  • Temporary / Contract
  • 30 - 32 USD / Hourly
  • We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support.<br><br>Responsibilities:<br>• Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution.<br>• Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections.<br>• Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling.<br>• Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner.<br>• Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data.<br>• Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations.<br>• Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling.<br>• Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels.<br>• Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
  • 2026-10-09T00:00:00Z
Billing Specialist Wealth Management
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a detail-oriented <strong>Reporting &amp; Billing Specialist</strong> to join its growing operations team.</p><p> </p><p>This is an internal-facing role that works closely with financial advisors and the firm&#39;s internal team to support portfolio reporting, quarterly billing, account administration, and operational workflows. The primary focus will be managing quarterly billing across client accounts, maintaining accurate account data, and overseeing reporting and financial systems, including Envestnet Tamarac.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Quarterly Billing:</strong> Manage the end-to-end quarterly billing process across client accounts, ensuring calculations are accurate and completed on schedule.</li><li><strong>Billing &amp; Fee Administration:</strong> Review fee schedules, account information, and billing calculations; identify discrepancies and communicate anticipated billing amounts to advisors and internal teams.</li><li><strong>Portfolio Reporting:</strong> Manage Envestnet Tamarac, including portfolio accounting, reporting functionality, and ongoing system maintenance.</li><li><strong>Account Administration:</strong> Set up new accounts, establish client portals, process account updates, and maintain accurate information across internal systems.</li><li><strong>CRM Management:</strong> Oversee CRM data and maintain accurate account, household, and relationship records.</li><li><strong>Daily Operations:</strong> Handle system updates, reporting needs, account maintenance, and other operational tasks that keep the firm running smoothly.</li><li><strong>Internal Collaboration:</strong> Partner with advisors and internal team members to coordinate billing cycles, resolve operational issues, and support ongoing reporting needs.</li></ul><p> </p>
  • 2026-10-15T00:00:00Z