This role plays a key role in supporting a Financial Advisor by managing client relationships, streamlining administrative processes, and ensuring the seamless execution of investment and insurance operations. This position is responsible for maintaining accurate client records, coordinating account activity, and delivering timely, high-quality service to enhance the overall client experience. <br> What You’ll Bring Exceptional attention to detail with strong organizational and time-management skills Excellent written and verbal communication with a client-focused approach Experience with CRM systems, account servicing, and document management Working knowledge of investment account operations and insurance underwriting processes Ability to multitask, adapt in a fast-paced environment, and collaborate across teams Key Responsibilities Client Service & Administrative Support Serve as a primary point of contact for client communications, including scheduling appointments and handling service requests such as account updates, payment inquiries, and documentation needs Manage calendars, coordinate meetings, and prepare materials including case files, reports, and research for financial planning support Maintain accurate and compliant electronic client records, ensuring detailed documentation of all interactions and transactions Perform administrative tasks including CRM updates, document filing, and tracking ongoing projects Deliver detail oriented, high-quality communication to clients and internal stakeholders Support process improvements and contribute to operational efficiencies Provide ongoing administrative support and assist with special projects as needed Investment Operations Support Assist in managing and maintaining client investment accounts, including account setup, updates, and servicing Execute transactions, asset transfers, and rollovers in alignment with client strategies Maintain accurate client and account information, including banking details and standing instructions Prepare comprehensive case materials for client meetings, including account summaries, performance reports, and tax information Respond to client inquiries promptly and resolve issues effectively Insurance Operations Support Support the full insurance lifecycle from application through underwriting and policy delivery Review applications, policy changes, and documentation for accuracy and completeness Coordinate medical exams and proactively manage underwriting requirements to ensure timely processing Act as a liaison between clients, underwriters, and external partners to expedite case progress Monitor application status and follow up on outstanding requirements Prepare client documentation, including illustrations, in-force ledgers, and policy delivery materials Maintain accurate insurance records and track new business pipelines within the CRM system
Robert Half is seeking an experienced Grant Manager to oversee the full lifecycle of grant management, from proposal development and submission to compliance and reporting. The ideal candidate will have excellent organizational and communication skills, strong attention to detail, and the ability to manage multiple projects simultaneously. If you are a results-driven detail oriented with expertise in research funding and nonprofit or organizational grant development, we encourage you to call our office 213.629.4602. Key Responsibilities: Oversee the grant application process, including identification of funding opportunities, proposal writing, and budgeting. Ensure compliance with all grant requirements, including reporting deadlines, financial tracking, and documentation. Develop timelines, action plans, and deliverables to meet funding objectives and deadlines. Liaise with funding agencies and build strong relationships with donors and stakeholders. Conduct post-award activities, including financial reconciliation, performance measurement, and workflow optimization. Monitor trends in grant funding and maintain a calendar of grant opportunities. Collaborate with internal teams (finance, program managers, development teams) to ensure alignment with organizational goals. Provide training and support for staff regarding policies and procedures related to grants administration.
<p>We are looking for a skilled Help Desk Analyst 3 to join our team on a contract with the potential for a permanent position in Los Angeles, California. In this role, you will provide comprehensive IT support for both Windows and Mac environments, ensuring smooth operations across systems and applications. This position is ideal for a proactive individual with a strong work ethic and the ability to deliver exceptional white glove service in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide technical support for Windows and Mac systems, including desktops, laptops, and mobile devices.</p><p>• Manage the replacement and maintenance of IT systems as needed to ensure optimal performance.</p><p>• Support and troubleshoot Adobe Creative Suite applications for end users.</p><p>• Administer and manage Intune for device and application security.</p><p>• Offer IT assistance for warehouse operations, including Windows PCs, FedEx Ship Manager, Zebra printers, and WorldShip.</p><p>• Deliver executive-level support, including assistance with Sonos systems and other high-priority tasks.</p><p>• Utilize Active Directory and Azure Active Directory for user account management and access control.</p><p>• Respond to service desk tickets efficiently, ensuring timely resolution of technical issues.</p><p>• Troubleshoot and resolve hardware and software issues in mixed Windows and Mac environments.</p><p>• Collaborate with team members to continuously improve IT support processes and practices.</p>
<p>We are looking for an experienced AR Cash Applications & Charge Reconciliation Clerk. This contract position is essential for ensuring accurate and efficient cash application processes, credit card charge reconciliations, and maintaining proper financial records. The ideal candidate will thrive in a fast-paced environment and demonstrate strong attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Process credit card payments and accurately apply them to customer accounts in the accounting system.</p><p>• Perform reconciliations of card transactions, settlements, and merchant reports to ensure financial accuracy.</p><p>• Investigate and resolve discrepancies or unapplied payments promptly.</p><p>• Collaborate with sales coordinators and account managers to verify pre-approved credit card transactions and customer orders.</p><p>• Support month-end close activities by ensuring timely and accurate reporting.</p><p>• Maintain compliance with internal controls and audit requirements.</p><p>• Handle high-volume transactions efficiently while maintaining precision.</p><p>• Assist with implementing and improving procedures for cash application and reconciliation.</p>
We are looking for an Administrative Assistant to join our team in Anaheim, California. This is a long-term contract position that requires strong organizational skills and the ability to manage multiple tasks efficiently. The ideal candidate will play a key role in supporting communication between field and corporate teams while ensuring smooth day-to-day operations.<br><br>Responsibilities:<br>• Facilitate effective communication between field teams and corporate staff to ensure seamless operations.<br>• Manage scheduling and dispatching tasks to coordinate job assignments and deadlines.<br>• Monitor company workflow capacity and order necessary supplies to meet operational demands.<br>• Collaborate with vendors to maintain inventory and ensure timely delivery of required materials.<br>• Organize and oversee dispatching operations to maintain deadlines and optimize work processes.<br>• Support the team in maintaining accurate records and documentation.<br>• Provide administrative assistance to the Director of Operations and other team members.<br>• Utilize software tools like Salesforce and Microsoft Office to streamline administrative tasks.<br>• Ensure adherence to business casual dress code and maintain a courteous demeanor.<br>• Assist with general administrative duties, including reception and data entry tasks.