<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p>Boutique law firm has an immediate opening for a Corporate Paralegal! This law firm specializes in transactional legal support for emerging companies in the San Francisco Bay Area. As a Corporate Paralegal on our team, you'll be assisting with tasks such as document management, securities filings, and corporate governance, with a focus on startup-related matters. This position is 100% remote and can be part-time or full-time hours, depending on your availability and preferences. The ideal candidate will have at least 3-7+ years of paralegal experience supporting corporate transactional attorneys in a law firm setting. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage and organize legal documents, ensuring they are properly prepared for signatures and securely stored.</p><p>• Assist with securities filings related to equity plans, fundraising, and compliance requirements.</p><p>• Coordinate client intake processes, including preparing and sending engagement letters.</p><p>• Conduct basic due diligence activities to support transactions and corporate legal needs.</p><p>• Provide deal support by maintaining accurate records and facilitating smooth transaction processes.</p><p>• Update and maintain capitalization tables using tools like Carta, Google Sheets, or Pulley.</p><p>• Support the formation and dissolution of legal entities, ensuring compliance with corporate governance standards.</p><p>• Handle updates and uploads for large-scale document management projects as needed.</p><p>• Collaborate with the team during quarterly off-site meetings, if applicable.</p>
We are looking for a dedicated and detail-oriented Loan Processor to join our team in Sunnyvale, California. In this Contract-to-Permanent role, you will play a pivotal part in ensuring the accurate and efficient processing of real estate loans while maintaining compliance with regulatory standards. This position offers the opportunity to collaborate closely with team members and applicants to deliver an exceptional lending experience.<br><br>Responsibilities:<br>• Review loan applications to ensure all required information and documentation are complete and accurate.<br>• Verify and validate supporting documents such as income statements, credit reports, appraisals, and title work.<br>• Input loan details into the organization's system, ensuring compliance and accuracy.<br>• Communicate proactively with loan officers, underwriters, and applicants to facilitate smooth loan processing.<br>• Address member inquiries and provide clear guidance throughout the loan process.<br>• Ensure all loan files meet organizational policies as well as state and federal regulations.<br>• Collaborate with the lending team to streamline workflows and improve operational efficiency.<br>• Monitor loan progress and provide regular updates to management on application status and key metrics.<br>• Generate detailed reports on loan processing activities, including timelines, volumes, and pending applications.<br>• Participate in training sessions to stay current on compliance requirements and industry practices.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF</strong></p><p><br></p><p>Robert Half has an exciting opportunity for an experienced Senior Accountant to join a reputable Real Estate & Property company. You will use your knowledge and skills to prepare and consolidate financial statements, analyze and reconcile accounts, analyze cash flow, build budgets and forecasts, prepare audits, and manage internal control maintenance and regulatory reporting. The challenging, fast-paced work environment requires top-notch analytical skills. The company boasts excellent compensation and benefits and offers potential for advancement.</p><p><br></p><p><strong>Primary Duties & Responsibilities:</strong></p><ul><li> Monthly close:</li><li>Preparation of monthly reporting packages for the assigned properties, including the following:</li><li> Bank Reconciliations for each of the bank accounts</li><li> Cash Balance Reports, Accruals schedule, Management Fee Calculations</li><li> Roll Forwards and Closing Support schedules for each Account with activity and balances on the balance sheet of the properties</li><li> Revenue, Straight line rent calculations, Percentage rent, and other income</li><li> Trial Balance and Flux analysis</li><li> Closing Yardi Entries, and elimination entries</li><li>Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</li><li>Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</li><li>Monthly, quarterly, annual lender reporting, Annual audit</li><li>Provide PBC items to auditors and assist in answering any questions</li><li>Financial statement preparation</li><li> Annual budgeting process, analyze budget, review budgets prepared by Asset Management & Property Management teams</li><li>Cash projection for quarterly distributions / monthly capital calls</li><li>Discuss with Construction Accounting upcoming cash needs, and recommend properties that will require capital call</li><li>Prepare journal entries to record capital call funding</li></ul><p><br></p><p><br></p><p><br></p>
<p>Are you looking to make a direct impact in patient care and healthcare operations? We are currently seeking a <strong>Radiology Scheduler</strong> to support our Perioperative and Interventional regions. As a <strong>Radiology Scheduler</strong>, you will be the first point of contact for patients and play a key role in managing a smooth and efficient scheduling process. The ideal <strong>Radiology Scheduler</strong> thrives in a fast-paced environment, excels in communication, and is passionate about patient service.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Schedule pre-operative appointments in APEC and IR grids.</li><li>Scan and upload radiology records to PACS and Life Image.</li><li>Coordinate new and return patient scheduling, including imaging studies and clinic visits.</li><li>Manage a high volume of incoming and outgoing patient calls.</li><li>Maintain follow-up communication with patients after procedures.</li><li>Work directly with Nurse Practitioners to ensure smooth scheduling processes.</li><li>Support managers with patient openings and schedule blocks (Super User duties).</li><li>Perform case intake and scheduling.</li><li>Retrieve and view medical records via RightFax.</li><li>Scan and distribute external medical documentation.</li><li>Run location-specific reports for various medical facilities.</li><li>Attend weekly staff meetings and contribute to team discussions.</li><li>Cross-train in all scheduling functions to allow departmental rotations.</li></ul>
<p>We are offering an exciting remote opportunity for an experienced Attorney. This role revolves around handling complex commercial litigation matters, including insurance bad faith and coverage. The work environment is dynamic with interesting clients, and involves substantial research and motion writing. </p><p><br></p><p>Responsibilities:</p><p>• Conduct extensive legal research related to complex commercial litigation</p><p>• Prepare and defend depositions </p><p>• Handle insurance coverage cases efficiently</p><p>• Engage in motion practice for ongoing cases</p><p>• Attend court hearings as per case requirements</p><p>• Prepare for trials and attend them as needed</p><p>• Maintain strong communication skills to articulate case progress and outcomes</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Our client</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are looking for a Patient Registrar to join our team in Palo Alto, California. In this role, you will be responsible for managing essential patient registration processes and ensuring accurate documentation in compliance with organizational policies. This is a short-term Contract position offering the opportunity to work in a collaborative and dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Register and process patient information, including demographics, insurance details, and eligibility verification.</p><p>• Collect co-pays, deductibles, and other payments, ensuring accurate documentation of all financial transactions.</p><p>• Secure patient signatures on required legal and registration documents.</p><p>• Scan and upload all registration-related documents into the system before the end of each shift.</p><p>• Utilize online tools to obtain and validate insurance and demographic information efficiently.</p><p>• Work collaboratively with clinical staff to provide necessary materials such as wristbands and facesheets in a timely manner.</p><p>• Update notifications and communicate cross-departmental changes to ensure smooth operations.</p><p>• Maintain a focused and customer-oriented demeanor when assisting patients, visitors, and external agencies.</p><p>• Distribute the Notice of Privacy Practices and ensure compliance with HIPAA and organizational policies.</p><p>• Attend departmental meetings, workshops, and training sessions to stay updated on procedures and best practices.</p>
We are looking for a dedicated Facilities Assistant to join our team in Santa Clara, California, on a contract basis. In this role, you will ensure the smooth operation of our workplace by managing events, maintaining conference rooms, supporting employee relocations, and addressing facility maintenance needs. This position is essential to fostering a safe, clean, and organized environment for employees and visitors.<br><br>Responsibilities:<br>• Set up and dismantle furniture and audiovisual equipment for events while maintaining the cleanliness and organization of event spaces.<br>• Perform regular checks of conference rooms to ensure they are stocked with supplies, clean, and fully operational.<br>• Coordinate and execute employee relocations, including workstation setups and furniture adjustments.<br>• Respond to facility-related requests and issues, perform routine maintenance tasks, and manage inventory for facility supplies.<br>• Conduct power washing and regular maintenance inspections to uphold cleanliness and adhere to safety standards.<br>• Carry out building inspections to ensure compliance with safety and operational requirements, reporting issues and coordinating resolutions.<br>• Process and prioritize work order tickets, tracking progress and providing updates to ensure efficient facility operations.<br>• Collaborate with team members and external vendors to support facility needs and improve operational efficiency.<br>• Assist in budget-related processes and ensure cost-effective management of resources.
<p>Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software.</p><ul><li>Review, match, and verify invoices against purchase orders to ensure accuracy and compliance with company policies.</li><li>Accurately input financial transactions into QuickBooks and maintain up-to-date records.</li><li>Identify and resolve discrepancies between invoices and purchase orders. Communicate with vendors or internal teams as needed.</li><li>Organize and maintain physical and digital records of invoices, purchase orders, and related documentation.</li><li>Assist with other general accounting and clerical tasks as needed, such as account reconciliations and report generation.</li></ul><p><br></p>
<p>We are looking for a highly skilled Legal Assistant to join our team in San Jose, California. This role involves providing vital administrative support to attorneys and paralegals, primarily within the Intellectual Property litigation practice group. The ideal candidate will possess extensive litigation experience, particularly in Federal Court, and excel in managing case deadlines, preparing legal documents, and maintaining organized workflows.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and organize client and administrative files, ensuring timely opening and closing of matters in compliance with firm policies.</p><p>• Prepare, format, proofread, and edit litigation documents, including administrative correspondence and court filings, with precision and attention to detail.</p><p>• Schedule and monitor court appearances, depositions, and discovery deadlines, ensuring all associated dates are accurately recorded in attorney calendars.</p><p>• Coordinate the preparation of exhibits, evidence, briefs, and trial binders for hearings, trials, and meetings.</p><p>• Manage incoming mail by scanning, filing, and calendaring important dates, while determining appropriate next steps.</p><p>• Provide administrative support such as arranging attorney travel, booking accommodations, and organizing development events.</p><p>• Oversee document profiling and management in compliance with practice group guidelines throughout the course of engagements.</p><p>• Assist attorneys with timekeeping, invoice processing, and monitoring receivables to ensure financial tasks are handled efficiently.</p><p>• Coordinate with court reporters and handle scheduling for hearings and depositions.</p><p>• Greet and assist clients and visitors, manage conference room reservations, and ensure technical needs are met.</p>
<p>We are looking for a skilled Commercial Litigation Attorney to join our team in San Jose, California. The ideal candidate will have 5+ years of experience handling complex commercial litigation cases and possess a strong ability to navigate all phases of the litigation process. This role requires excellent communication skills, attention to detail, and the ability to work closely with clients and colleagues in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth legal research and analysis to support commercial litigation cases.</p><p>• Draft high-quality pleadings, motions, and briefs with precision and clarity.</p><p>• Represent clients in court proceedings, including motions, depositions, mediations, and arbitrations.</p><p>• Collaborate with partners and other team members to develop case strategies and plans.</p><p>• Manage a diverse caseload effectively while maintaining attention to deadlines and priorities.</p><p>• Communicate professionally with clients, opposing counsel, judges, and mediators to ensure effective case management.</p><p>• Take a leading role in fact investigations and discovery processes, including drafting requests and responses.</p><p>• Participate in settlement negotiations and mediation sessions to achieve favorable outcomes for clients.</p><p>• Stay up-to-date on relevant legal developments and apply them to case strategies.</p>
We are looking for a skilled and detail-oriented Project Manager/Bookkeeper to join our team on a Contract to permanent basis in Scotts Valley, California. This role is pivotal in managing both the financial and administrative aspects of construction projects, ensuring accuracy and efficiency. If you have a strong background in accounting, project management, and construction industry practices, we encourage you to apply.<br><br>Responsibilities:<br>• Process accounts payable and receivable, ensuring timely and accurate transactions.<br>• Manage payroll operations, including time tracking, tax compliance, and benefit deductions.<br>• Maintain financial records in QuickBooks, including categorizing transactions and generating detailed reports.<br>• Support project managers by administering budgets, contracts, purchase orders, and change orders.<br>• Ensure proper documentation of project-related files, including compliance records and permits.<br>• Reconcile accounts and assist with month-end and year-end financial closing processes.<br>• Monitor project-related invoicing and follow up on outstanding payments.<br>• Prepare financial summaries and reports for management review.<br>• Uphold internal controls and identify opportunities to improve financial processes.<br>• Address QuickBooks-related issues and provide troubleshooting support.
<p>Our client is looking for a skilled Litigation Attorney to join their team in<strong> California</strong> -- <strong>Bay Area or Los Angele</strong>s. The ideal candidate will bring expertise in civil litigation and a proactive approach to managing diverse cases, including medical malpractice. This role offers the opportunity to collaborate with a dedicated team and hone your legal skills in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle a variety of civil litigation cases from inception to resolution, ensuring all processes meet high standards of attention to detail.</p><p>• Develop and implement effective case strategies to achieve favorable client outcomes.</p><p>• Represent clients in court proceedings, depositions, and mediations with professionalism and expertise.</p><p>• Conduct thorough legal research and draft compelling pleadings, motions, and other legal documents.</p><p>• Collaborate with team members to share insights and ensure comprehensive case preparation.</p><p>• Manage client communications, offering clear updates and guidance throughout the legal process.</p><p>• Utilize knowledge of medical malpractice litigation or demonstrate a willingness to learn and excel in this area.</p><p>• Maintain compliance with all legal and ethical standards while managing multiple deadlines and priorities effectively.</p>
<p><strong>Senior Accountant (Hybrid) – Full Time</strong></p><p>📍 <em>San Mateo, CA</em> | 🕒 <em>Full-Time</em> | 🔄 <em>Hybrid (3 days onsite / 2 days remote)</em></p><p><strong>Company Overview</strong></p><p> We are a dynamic and growing company based in San Mateo, CA, seeking a highly skilled and detail-oriented <strong>Senior Accountant</strong> to join our finance team. This is an exciting opportunity to play a key role in maintaining the integrity of our financial reporting and supporting business operations in a collaborative and fast-paced environment.</p><p>If you are a hands-on accounting professional who thrives on accuracy, efficiency, and continuous improvement, we’d love to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain accurate general ledger entries, accruals, and account reconciliations</li><li>Lead month-end, quarter-end, and year-end close processes</li><li>Assist with preparation of financial statements in compliance with GAAP</li><li>Analyze financial data and present insights to leadership for strategic decision-making</li><li>Manage fixed assets and depreciation schedules</li><li>Support budgeting, forecasting, and variance analysis activities</li><li>Prepare and review journal entries, account reconciliations, and supporting documentation</li><li>Coordinate with external auditors and assist with annual audits</li><li>Ensure compliance with internal controls, accounting policies, and procedures</li><li>Collaborate with cross-functional teams including AP, AR, Payroll, and FP& A</li></ul><p><br></p><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p>The Accounts Payable (AP) Specialist will be responsible for managing the accounts payable function including processing a high volume </p><p>of invoices, reconciling vendor accounts, and working closely with and vendors to ensure timely and accurate payments. </p><p><br></p><p>Responsibilities:</p><p>-Process full cycle AP for over 500 invoices per month</p><p>-Match invoices to purchase orders to verify accuracy before processing payments </p><p>-Track and manage invoice approvals across multiple entities </p><p>-Ensure vendor invoices are coded accurately to the general ledger account</p><p>-Maintain vendor records and ensure all required documentation (e.g., W-9s, insurance </p><p>certificates, service contracts) is current </p><p>-Reconcile vendor statements and resolve any discrepancies or billing issues promptly </p><p>-Process weekly payments via check, ACH, or wire transfer in accordance with payment terms. </p><p>-Review invoice dashboard daily to move invoices through appropriate workflows and follow up </p><p>internally to ensure payments are made on time </p><p>-Process intercompany payments on monthly basis </p><p><br></p><p><br></p>
We are looking for a skilled Legal Event/Marketing Coordinator to oversee and execute a variety of marketing, event planning, and legal writing tasks. This position is based in San Francisco, California, and involves collaborating with consultants, coordinating office events, and managing content creation initiatives. The ideal candidate will bring strong organizational skills, exceptional writing abilities, and a keen understanding of legal concepts.<br><br>Responsibilities:<br>• Collaborate with external consultants to manage social media campaigns, marketing initiatives, and the creation of promotional materials.<br>• Plan and coordinate office events, including focus groups, monthly training sessions, and attorney retreats.<br>• Communicate with vendors to negotiate contracts and secure favorable rates for venues, catering, and other event needs.<br>• Draft and edit synopses for legal cases to be included in a semi-annual torts newsletter.<br>• Oversee the design, printing, and distribution of marketing and event-related materials by liaising with design consultants.<br>• Ensure all written content adheres to a high standard, including proofreading and editing for clarity and accuracy.<br>• Manage logistics for office events, ensuring smooth execution from planning to completion.<br>• Provide ongoing support for internal marketing efforts, ensuring consistency in messaging and branding.
<p><b>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </b></p><p><br></p><p><b>Our client </b>is recruiting for a <strong>Client Service Associate </strong>at a growing<strong>, </strong>client-focused<strong> Registered Investment Advisor (RIA)</strong>. This is a full-time permanent role based in <strong>San Mateo County </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives.</p><p> </p><p>You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Serve as the first point of contact for clients with professionalism and warmth</li><li>Manage client service requests and support Wealth Advisors</li><li>Prepare and process account paperwork accurately and on time</li><li>Handle account maintenance (transfers, RMDs, client instructions)</li><li>Monitor daily custodian alerts and follow up as needed</li><li>Support client onboarding, account setup, and CRM updates</li><li>Help coordinate meetings and maintain service calendars</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p><strong>Job Description: Customer Service Representative</strong></p><p><strong>Position Overview:</strong></p><p>We are seeking a dedicated and proactive <strong>Customer Service Representative</strong> to join our team. In this role, you will be responsible for delivering exceptional customer service through a consultative approach while supporting sales efforts and maintaining inventory and stock management. The ideal candidate will excel in fostering customer relationships, ensuring inventory accuracy, and contributing to the overall efficiency and quality of our operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Customer Service & Sales:</strong></p><ul><li>Provide consultative customer service by understanding client needs and recommending suitable solutions, rather than handling transactions in a purely transactional manner.</li><li>Build lasting relationships with customers by listening actively and delivering personalized service to address their unique requirements.</li><li>Upsell, cross-sell, and promote products or services tailored to customer needs for sustained growth and satisfaction.</li><li>Address inquiries or complaints promptly and professionally to ensure customer satisfaction and retention.</li></ul><p><strong>Inventory Management & Stock Control:</strong></p><ul><li>Perform routine inventory cycle counts and validate stock levels to identify discrepancies.</li><li>Conduct quality assurance checks to ensure products meet company and customer standards.</li><li>Organize and monitor stock levels to optimize inventory operations.</li><li>Collaborate with cross-functional teams to enhance inventory handling processes that align with organizational goals.</li></ul><p><br></p>
We are looking for an entry-level Accountant to join our team on a contract basis in San Jose, California. This position is ideal for individuals passionate about finance and accounting, offering an excellent opportunity to develop key skills in accounts payable, reconciliations, and general ledger management. You will play a vital role in supporting daily financial operations and ensuring accuracy across various accounting tasks.<br><br>Responsibilities:<br>• Process accounts payable transactions, ensuring accuracy and timely payments.<br>• Perform bank reconciliations to maintain accurate financial records.<br>• Reconcile accounts and resolve discrepancies to ensure consistency in financial data.<br>• Handle accounts receivable tasks, including invoicing and payment tracking.<br>• Prepare and record accounting entries in compliance with established guidelines.<br>• Support month-end and year-end closing procedures.<br>• Assist with audits by providing necessary documentation and information.<br>• Maintain organized and up-to-date financial records.<br>• Collaborate with team members to improve accounting processes and efficiencies.
We are looking for an experienced Sr. Compliance Analyst to review marketing materials for a leading Fintech organization. This is a contract position lasting 12 weeks, offering the opportunity to contribute to a fast-paced and innovative team. The ideal candidate will have expertise in consumer compliance regulations and a proven track record in the financial technology sector.<br><br>Responsibilities:<br>• Conduct detailed reviews of marketing materials to ensure compliance with applicable consumer protection regulations, including Reg E and Reg Z.<br>• Collaborate with cross-functional teams using tools such as Slack, JIRA, and Figma to address compliance concerns effectively.<br>• Identify and mitigate risks associated with UDAAP (Unfair, Deceptive, or Abusive Acts or Practices) in marketing content.<br>• Provide guidance on regulatory requirements and best practices to ensure adherence to industry standards.<br>• Maintain thorough documentation of compliance reviews and recommendations for internal record-keeping.<br>• Stay updated on changes in regulatory guidelines and assess their impact on marketing strategies.<br>• Work with compliance software to streamline review processes and ensure accuracy.<br>• Assist in developing and refining compliance frameworks to support marketing initiatives.<br>• Ensure timely completion of compliance reviews within the project timeline.<br>• Communicate findings and recommendations clearly to stakeholders across the organization.
<p>We are seeking a <strong>Patient Administrative Specialist</strong> to join our front office team in an outpatient clinic environment. As a <strong>Patient Administrative Specialist</strong>, you will play a vital role in ensuring smooth daily operations through coordination of new patients, surgery scheduling, and administrative support. This <strong>Patient Administrative Specialist</strong> position is ideal for someone who excels in communication, multitasking, and thrives in a patient-centered setting.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact at the front desk for patient check-in and check-out.</li><li>Welcome and assist patients with appointment-related inquiries, payments, and schedules.</li><li>Answer and manage multi-line phone system; direct calls, take messages, and route appropriately.</li><li>Confirm that insurance verifications and authorizations are completed before appointments.</li><li>Coordinate with providers to manage scheduling preferences and urgent patient requests.</li><li>Support provider-patient interactions using internal reference materials.</li><li>Perform administrative tasks such as updating databases, maintaining directories, and processing forms.</li><li>Operate electronic medical records and phone systems efficiently.</li><li>Uphold high standards of service and meet departmental expectations.</li><li>Respond to non-clinical CRMs and escalate when necessary.</li><li>Handle incoming faxes, mail distribution, and filing of clinic documentation.</li></ul>
