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6 results for Auditassurance Services Associate in Plano, TX

Office Services Associate
  • Dallas, TX
  • onsite
  • Temporary / Contract
  • 17.1 - 18 USD / Hourly
  • We are looking for an Office Services Associate to provide dependable operational support across a busy office in Texas. This Contract position is ideal for someone who enjoys a varied workday and can deliver high-quality service across document production, mail handling, meeting support, and front-of-house office functions. The successful candidate will bring strong attention to detail, sound judgment, and a customer-focused approach while helping maintain efficient day-to-day workplace operations.<br><br>Responsibilities:<br>• Produce, scan, copy, bind, print, and distribute business documents with a high degree of accuracy while safeguarding confidential information.<br>• Support meeting and event readiness by arranging conference rooms, preparing audio/visual equipment, coordinating furniture setups, and organizing catering and kitchen areas.<br>• Monitor incoming service requests through tracking tools to help ensure assignments are completed accurately and within expected timeframes.<br>• Manage daily office services priorities by organizing workload, adjusting to changing business demands, and keeping leadership informed of operational issues.<br>• Perform basic troubleshooting on office and production equipment, inspect completed work for quality, and escalate unresolved problems when needed.<br>• Maintain stocked supplies for copiers, printers, mail, and hospitality areas to promote smooth and uninterrupted office operations.<br>• Assist with mailroom and related support tasks as needed, contributing to efficient distribution and handling of internal office materials.<br>• Deliver responsive customer service to employees, clients, and visitors while supporting a well-organized workplace environment.
  • 2026-10-01T00:00:00Z
Associate Wealth Advisor
  • Fort Worth, TX
  • onsite
  • Permanent / Full Time
  • 90000 - 135000 USD / Yearly
  • <p>We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility.</p><p><br></p><p><br></p><p>My Fort Worth Client is seeking an Associate Wealth Advisor.</p><p><br></p><p>This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnership</p><p><br></p><p>Associate Wealth Advisor — Fort Worth, TX (76104)</p><p>A private wealth management firm serving high-performing professionals, families, and institutions.</p><p>This isn&#39;t a seat you sit in for a decade. You&#39;ll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something.</p><p><br></p><p>You bring:</p><ul><li>CFP (Preferred) with 3+ years of practice experience</li><li>A track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth families</li><li>Hunger, presence, and a habit of outperforming</li><li>On site - Fort Worth, TX 76104. Work from home a couple days a month is okay! </li></ul><p>Competitive base, incentives, 401(k) match, health insurance, PTO</p><p>Interested candidates should send over an updated resume for confidential consideration.</p><p><br></p><p>Joe.Faradie at roberthalf com</p>
  • 2026-09-30T00:00:00Z
Client Account Operations Associate
  • Plano, TX
  • onsite
  • Temporary / Contract
  • 21.97 - 21.97 USD / Hourly
  • <p>We are seeking a detail-oriented <strong>Client Account Operations Associate</strong> to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time.</p><p><br></p><p>This is a great opportunity for someone with financial services, client account, or operations experience. <strong>Recent graduates are also encouraged to apply.</strong></p><p><br></p><p>Schedule &amp; Environment</p><ul><li>Monday-Friday, <strong>8:00 AM-4:30 PM</strong></li><li><strong>5 days onsite in Plano, TX</strong></li><li>Overtime may be available or required based on business volume, with higher-volume periods during the summer</li></ul><p>Responsibilities</p><ul><li>Review and analyze client accounts, statements, and account data</li><li>Research account details and determine appropriate next steps</li><li>Manage account-related requests from start to finish</li><li>Communicate with internal stakeholders to resolve questions and remove blockers</li><li>Track pending requests and ensure timely completion</li><li>Prepare status updates, reports, metrics, and presentations</li><li>Identify discrepancies, risks, and opportunities to improve processes</li><li>Maintain accurate documentation and procedures</li><li>Manage multiple priorities in a high-volume, deadline-driven environment</li></ul><p><br></p>
  • 2026-09-18T00:00:00Z
Accounting Analyst
  • Richardson, TX
  • onsite
  • Temporary to Hire
  • 31.6635 - 36.663 USD / Hourly
  • We are looking for an Accounting Analyst to join a real estate and property organization in Richardson, Texas on a contract basis with the potential for a permanent role. This position supports core accounting operations by managing financial transactions, maintaining accurate records, and helping ensure timely processing across payables, receivables, and billing activities. The ideal candidate brings strong attention to detail, sound analytical ability, and a practical understanding of day-to-day accounting workflows.<br><br>Responsibilities:<br>• Process vendor invoices, verify supporting documentation, and coordinate timely payment activities to maintain accurate accounts payable records.<br>• Manage customer invoicing and cash application tasks while monitoring outstanding balances and supporting accounts receivable follow-up efforts.<br>• Perform regular account reconciliations to identify discrepancies, research variances, and resolve issues in a timely manner.<br>• Support billing operations by preparing charges, reviewing transaction accuracy, and helping ensure invoices are issued correctly.<br>• Maintain organized financial records and update accounting data to support accurate reporting and audit readiness.<br>• Collaborate with internal teams to investigate transaction questions, clarify account activity, and improve day-to-day accounting accuracy.<br>• Assist with general accounting tasks, including journal-related support and routine review of financial activity across assigned accounts.
  • 2026-10-02T00:00:00Z
Internal Audit Manager
  • Fort Worth, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for an Internal Audit Manager to join one of the very best employers in DFW located in Fort Worth, Texas. This role leads risk-based audit activities across operational, technology, and financial functions while helping strengthen governance, compliance, and control practices. The position offers a collaborative environment, limited travel, and the opportunity to guide audit staff while partnering closely with business leaders.</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee risk assessments and internal audit plans covering operational processes, information systems, and financial activities.</p><p>• Review the design and effectiveness of internal controls and recommend practical improvements that support strong governance.</p><p>• Assess adherence to company policies as well as applicable federal requirements and identify areas needing corrective action.</p><p>• Develop audit strategies that reduce exposure to risk and improve the reliability and efficiency of business processes.</p><p>• Supervise, mentor, and develop team members to ensure audit work aligns with current standards and sound methodology.</p><p>• Communicate audit observations, recommendations, and progress updates clearly to stakeholders at multiple levels of the organization.</p><p>• Manage multiple audit and advisory projects simultaneously, ensuring timelines, documentation, and deliverables remain on track.</p><p>• Support audit work performed in office settings and, when needed, participate in limited travel to operational environments with varying field conditions.</p>
  • 2026-09-30T00:00:00Z
Internal Auditor - Accounting Controls
  • Fort Worth, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Robert Half Finance &amp; Accounting and Kevin Sweet have partnering with a leading financial services organization to identify an <strong>Internal Audit Accounting Controls</strong> professional for its Fort Worth team. This is an excellent opportunity for an accounting or finance professional to gain exposure to investment structures, financial modeling, process improvement, and SOX controls within a dynamic, sophisticated organization.</p><p><br></p><p>The ideal candidate is analytical, detail-oriented, eager to learn, and motivated to develop a career in accounting controls and financial services / alternative investments.</p><p><br></p><p>My client offers hybrid work schedule with three days in office, competitive compensation, annual bonus and excellent benefits!</p><p><br></p><p>For additional information and confidential consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with special projects focused on streamlining processes, identifying gaps, improving efficiency, and enhancing operational effectiveness.</li><li>Support the review and preparation of legal documents and financial models.</li><li>Assist with onboarding new client accounts and reviewing existing accounts, including analysis of income allocations, fees, expenses, and other accounting-related matters.</li><li>Develop a strong understanding of accounting systems, processes, investments, and fund structures.</li><li>Assist in designing and performing various SOX control testing procedures.</li><li>Support data management activities and help ensure the accuracy and integrity of financial information.</li><li>Collaborate with management on key projects and initiatives.</li><li>Contribute to process improvements and other strategic accounting and finance initiatives as needed.</li></ul><p><br></p>
  • 2026-09-24T00:00:00Z