<p>About the Role</p><p>We are seeking motivated and customer-focused Leasing Specialists to join our dynamic team for contract and contract-to-hire opportunities. As a Leasing Specialist, you will be responsible for marketing and leasing residential properties, ensuring high occupancy rates, and delivering outstanding customer service to prospective and current residents. This role requires strong communication skills, a passion for sales, and the ability to create positive relationships with clients.</p><p>Key Responsibilities</p><ul><li>Conduct tours of properties for prospective residents, highlighting features and amenities.</li><li>Respond to inquiries via phone, email, and in-person, providing detailed information about available units.</li><li>Negotiate lease terms and prepare lease agreements in compliance with local regulations.</li><li>Maintain accurate records of leasing activities, applications, and resident communications.</li><li>Collaborate with property management team to ensure units are move-in ready.</li><li>Market properties through online platforms, social media, and community outreach.</li><li>Stay updated on market trends and competitor offerings to maintain a competitive edge.</li><li>Address resident concerns and provide exceptional customer service to enhance resident satisfaction.</li></ul><p><br></p>
<p>Robert Half is seeking a detail-oriented and motivated <strong>Accounts Receivable Specialist</strong> for a contract role lasting 3-4 months. This is a great opportunity for individuals with strong accounting and customer service skills who are looking to make an immediate impact in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Invoice Management:</strong> Prepare, generate, and send accurate invoices to clients in a timely manner </li><li><strong>Payment Processing:</strong> Manage and process incoming payments, ensuring accuracy and compliance with company policies</li><li><strong>Account Reconciliation:</strong> Reconcile customer accounts by resolving discrepancies and ensuring accurate reporting </li><li><strong>Collections:</strong> Contact clients to follow up on past-due invoices, ensuring timely payments </li><li><strong>Customer Support:</strong> Respond to inquiries related to invoices, account status, or payment arrangements to maintain positive client relationships </li><li><strong>Documentation:</strong> Maintain organized and accurate records of all transactions and communications for internal reporting </li><li><strong>Collaboration:</strong> Partner with internal stakeholders, including the accounting and sales teams, to resolve payment issues or disputes </li><li><strong>Compliance:</strong> Ensure processes adhere to company policies and applicable financial regulations</li></ul>
We are looking for a meticulous Document Management Specialist to join our team on a long-term contract basis in Sacramento, California. In this role, you will ensure the accurate handling of scanned documents, manage claim-related documentation, and uphold quality standards. This position requires someone with strong attention to detail who thrives in an organized and fast-paced environment.<br><br>Responsibilities:<br>• Examine scanned images of incoming mail to ensure clarity and adherence to company standards.<br>• Assign labels and titles to documents following established identification protocols.<br>• Investigate and resolve cases where documents lack a claim number, forwarding them to the appropriate teams for further review.<br>• Conduct quality assurance checks to validate scanned images and ensure they meet company criteria.<br>• Reject or return documents for rescanning when images fail to meet standards or contain invalid claim numbers.<br>• Notify senders of invalid documents and provide guidance on corrections.<br>• Index and assign scanned images to the appropriate claim numbers by cross-referencing relevant details in the claims management system.<br>• Input detailed summaries into the claims software, including document type and service date.<br>• Tackle special assignments and projects as directed, ensuring timely and thorough completion.
We are looking for a detail-oriented Medical Payment Poster Specialist to join our team in Sacramento, California. This contract-to-permanent position offers an excellent opportunity for individuals skilled in medical billing, coding, and payment posting. The role requires working on-site during the contract assignment, with potential for long-term placement.<br><br>Responsibilities:<br>• Accurately post insurance payments by line item to the patient account system, ensuring all entries are precise and compliant.<br>• Verify payment amounts against contracts and organizational policies to ensure correctness.<br>• Process patient payments efficiently and update records within the designated system.<br>• Record denials, zero payments, and flag accounts for follow-up by the Medical Collections team.<br>• Apply takebacks and recoupments in accordance with established policies.<br>• Identify and communicate trends in payment discrepancies, denials, or short payments to leadership for resolution.<br>• Balance daily payment entries against settlement reports to maintain accurate financial records.<br>• Route payer correspondence to the appropriate team members for timely follow-up.<br>• Utilize knowledge of contracts and policies to ensure proper application during payment posting.
We are looking for a detail-oriented Accounts Receivable Specialist to join our team in Davis, California. In this long-term contract position, you will play a crucial role in managing customer accounts, processing payments, and maintaining accurate financial records. The ideal candidate will have strong organizational skills and a solid understanding of accounts receivable functions, including reconciliation and reporting.<br><br>Responsibilities:<br>• Set up and maintain customer accounts in JD Edwards, ensuring accuracy and timeliness.<br>• Post payments received from customers promptly and accurately.<br>• Apply credit memos, prepare refund requests for overpayments, and reconcile customer account balances.<br>• Manage the Accounts Receivable subledger, closing documents related to inventory transfers and sample shipments.<br>• Generate and distribute account statements through mail or email, and follow up with reminder notices for overdue balances.<br>• Prepare and route approval requests for payment term extensions and credit holds to the Credit & Treasury Manager.<br>• Complete credit reference requests for signing and update payment terms and credit limits after review and approval.<br>• Reconcile unapplied cash accounts weekly to ensure all payments are properly recorded.<br>• Prepare regular AR cash forecasts, regional aging reports, and foreign exchange adjustments.<br>• Assist with semi-annual audit deliverables and perform routine office tasks as needed.
We are looking for an experienced Accounts Payable Specialist to join our team in Concord, California. This is a Contract to permanent position, offering an excellent opportunity to leverage your skills in a dynamic and fast-paced environment. The ideal candidate will have a strong background in managing a high volume of invoices and resolving vendor-related issues efficiently.<br><br>Responsibilities:<br>• Process full-cycle accounts payable, including matching, batching, coding, and posting invoices.<br>• Audit, scan, and verify invoices to ensure accuracy and compliance with company policies.<br>• Manage and resolve vendor inquiries and discrepancies in a timely and detail-oriented manner.<br>• Collaborate with departments to address issues related to invoices and purchase orders.<br>• Handle high-volume invoice processing, managing 300-400 invoices weekly.<br>• Perform AP accruals and ensure proper documentation and reporting.<br>• Utilize Microsoft Excel for data analysis, including pivot tables and VLOOKUP functions.<br>• Operate 10-key efficiently for accurate and timely data entry.<br>• Maintain organized records and assist in clerical duties related to accounts payable.<br>• Ensure compliance with financial regulations and internal procedures.
<p>We are looking for an experienced Accounts Payable Specialist to join our team in Stockton, California. In this long-term contract role, you will play a key part in ensuring the accuracy and efficiency of vendor payments and financial record-keeping. This position offers an excellent opportunity to contribute to a government organization and work collaboratively with vendors and internal staff.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices and payments in adherence to organizational policies and procedures.</p><p>• Reconcile accounts and address discrepancies with vendors to ensure accurate financial records.</p><p>• Maintain up-to-date and organized payment documentation within financial systems.</p><p>• Respond to vendor and departmental inquiries regarding payment statuses and resolve issues as needed.</p><p>• Assist with payroll processing tasks and general accounting duties when required.</p><p>• Prepare financial reports and perform data entry into accounting software.</p><p>• Conduct check runs and manage automated clearing house (ACH) transactions.</p><p>• Ensure compliance with account coding and invoice processing standards.</p><p><br></p><p>For immediate consideration please contact Cortney at 209-225-2014</p><p><br></p>
<p>We are looking for a detail-oriented Service Development Specialist to join our team on a long-term contract basis in Stockton, California. In this role, you will handle a variety of tasks related to transit planning and data analysis, ensuring operational efficiency and regulatory compliance. This position requires a proactive and analytical mindset, with a strong ability to work independently in a focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct field studies and investigations to gather data for transit planning and service development.</p><p>• Validate daily service data, such as ridership and schedule adherence, to ensure accuracy for reporting and decision-making.</p><p>• Maintain and update databases, including ridership statistics, shapefiles, and related transit data.</p><p>• Analyze data in Excel to identify trends, errors, or performance challenges, such as overcrowded or underutilized routes.</p><p>• Prepare and revise schedules, maps, and timetables for service updates and changes.</p><p>• Assist in generating reports, including quarterly and annual ridership summaries, regulatory submissions, and internal performance metrics.</p><p>• Communicate findings effectively through written reports, presentations, and visual charts for management and external stakeholders.</p><p>• Support planning initiatives, such as responding to unmet transit needs, contributing to short-range plans, and conducting route or service studies.</p><p>• Participate in public hearings and represent the organization in meetings with government agencies and community forums.</p><p>• Learn and apply transit-specific software tools to streamline operations and improve service planning.</p>
We are looking for a Payroll and Benefits Specialist to join our team in Rocklin, California. This Contract-to-permanent position offers the opportunity to work closely with employers nationwide to deliver innovative benefits solutions while ensuring payroll processes remain accurate and efficient. The ideal candidate will bring expertise in benefits administration and payroll systems, along with a dedication to providing exceptional service to clients and employees.<br><br>Responsibilities:<br>• Process employee benefit enrollments, changes, and terminations for the Oaceus 360 Preventative Health Plan.<br>• Manage payroll systems such as Paycom, Paychex, and others to ensure accurate deductions, reimbursements, and compliance.<br>• Maintain thorough documentation and audit trails for all benefit-related transactions.<br>• Collaborate with HR teams, payroll vendors, and internal departments to address and resolve discrepancies.<br>• Monitor deadlines to ensure timely processing of benefit changes and payroll updates.<br>• Provide outstanding customer service by addressing inquiries related to enrollment status and payroll adjustments.<br>• Assist in tracking compliance with benefit participation requirements and prepare necessary reports.<br>• Contribute to process improvement initiatives aimed at enhancing efficiency and accuracy.<br>• Support the implementation and integration of new systems or processes as needed.
<p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
<p>Lisa Cole with Robert Half is looking for a detail-oriented and proactive Accounts Receivable and Inventory Specialist a great company near the West Sacramento area. This role is ideal for someone with a strong background in AR, excellent communication skills, and a passion for working in a fast-paced environment. If you are interested in this position, please call Lisa Cole at 916-649-0832</p><p><br></p><p>Responsibilities:</p><ul><li>Process and post incoming payments accurately and efficiently</li><li>Monitor customer accounts for delayed payments and follow up as needed</li><li>Reconcile AR transactions and resolve discrepancies</li><li>Generate and distribute invoices and account statements</li><li>Collaborate with internal teams to resolve billing issues</li><li>Maintain accurate records and documentation</li><li>Provide excellent customer service to clients regarding billing inquiries</li></ul><p><br></p>
<p>Job Overview</p><p>We are seeking an experienced Property Manager with a focus on compliance to oversee residential properties in Sacramento, California. The ideal candidate will ensure that all properties adhere to local, state, and federal regulations while maintaining high standards of property management. This role requires strong organizational skills, attention to detail, and expertise in compliance within the property management industry.</p><p>Key Responsibilities</p><ul><li>Oversee day-to-day operations of assigned properties, including tenant relations, lease agreements, and property maintenance.</li><li>Ensure compliance with all relevant laws and regulations, including California housing laws, fair housing regulations, and Sacramento-specific ordinances.</li><li>Conduct regular property inspections to verify compliance with safety, health, and habitability standards.</li><li>Maintain accurate records for audits, inspections, and compliance documentation.</li><li>Manage tenant complaints and resolve issues in accordance with legal and company guidelines.</li><li>Coordinate with legal counsel and regulatory bodies as needed to address compliance concerns.</li><li>Administer lease agreements, ensuring terms align with California state laws and local ordinances.</li><li>Stay updated on changes to property management regulations and implement necessary policy adjustments.</li><li>Collaborate with maintenance teams and vendors to ensure timely and compliant repairs.</li><li>Prepare and manage budgets, ensuring cost-effective operations while meeting compliance requirements.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
<p><strong>Job Posting: Accounts Receivable Specialist</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $30 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
We are looking for a skilled Loan Closer - Support specialist with strong attention to detail to manage the closing process for loan transactions in Walnut Creek, California. This is a Contract position where attention to detail and strong organizational skills are essential to ensure compliance and accuracy in all loan documentation. The role offers the opportunity to collaborate with clients, title companies, and insurance providers while maintaining high standards of expertise and conduct.<br><br>Responsibilities:<br>• Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches.<br>• Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization.<br>• Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions.<br>• Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines.<br>• Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings.<br>• Package loan files and related documents in alignment with regulatory and organizational standards.<br>• Ensure proper lien placement and collateral protection by verifying all necessary actions are taken.<br>• Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills.
<p>We are seeking a Litigation Associate for a midsized East Bay firm. The role will involve working on construction defect and real estate matters. This role will not only challenge your legal skills but will also provide an environment that fosters teamwork and collective effort.</p><p><br></p><p>Responsibilities:</p><p>• Work on a variety of litigation matters.</p><p>• Utilize your excellent written and verbal communication skills to liaise with clients and colleagues.</p><p>• Apply strong attention to detail to perform excellent legal research and analytics.</p><p>• Use your problem-solving capabilities to work independently and proactively on cases.</p><p>• Prepare pleadings, motions, and written and expert discovery.</p><p>• Engage in mediation and dispute resolution.</p><p>• Take and defend depositions and written discovery.</p><p>• Utilize your civil litigation experience.</p><p>• Draft motions and argue them in court.</p><p>• Defend depositions and respond to discovery requests.</p>
<p>We are looking for an experienced Senior Public Tax Accountant to join our team in Walnut Creek, California. This is a Contract to long-term position within a collaborative and client-focused firm, offering flexibility with part-time hours and the option for ongoing work during tax season. If you excel in processing complex tax returns and are proficient in QuickBooks Online and Lacerte software, this role could be a great fit for you.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process tax returns for individuals, partnerships, corporations, and trusts with a focus on high-net-worth clients.</p><p>• Handle sales and use tax filings accurately and in compliance with applicable regulations.</p><p>• Utilize Lacerte Tax Software and QuickBooks Online to manage and track financial data effectively.</p><p>• Collaborate with team members to ensure timely and efficient tax preparation and filing.</p><p>• Provide expert guidance on corporate tax returns, including C-Corp filings.</p><p>• Maintain a high level of accuracy and attention to detail in all tax documents and processes.</p><p>• Work closely with clients to address tax-related inquiries and provide exceptional service.</p><p>• Stay informed about updated tax laws and regulations to ensure compliance.</p><p>• Assist with tax planning strategies to optimize financial outcomes for clients.</p><p>• Contribute to a positive and supportive team environment focused on client satisfaction</p>
We are looking for a skilled Civil Defense Attorney to join our team in Walnut Creek, California. This role offers an exciting opportunity to handle high-stakes litigation cases, focusing on defending trucking companies in accident-related claims. The ideal candidate will actively participate in all aspects of litigation, including pre-suit investigations, depositions, motion practice, hearings, and trials, representing a diverse range of clients, including Fortune 100 companies and top-rated insurers.<br><br>Responsibilities:<br>• Represent clients in complex civil litigation cases, with a focus on defending trucking companies in accident claims.<br>• Conduct thorough pre-suit investigations to develop case strategies and gather critical evidence.<br>• Manage all stages of litigation, including drafting and filing motions, pleadings, and other legal documents.<br>• Take and defend depositions, ensuring thorough preparation and effective questioning.<br>• Prepare for and participate in hearings, mediations, arbitrations, and trials.<br>• Collaborate with clients to provide legal advice, updates, and strategic recommendations.<br>• Work closely with expert witnesses and other professionals to build strong defense cases.<br>• Oversee the management of case files, ensuring timely and accurate documentation.<br>• Stay updated on legal trends, regulations, and precedents relevant to civil defense and insurance litigation.<br>• Maintain strict compliance with ethical standards and bar admission requirements.
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
We are looking for a skilled Wholesale Pricing Analyst to join our team on a contract basis in Oakville, California. In this role, you will play a pivotal part in managing wholesale pricing operations and distributor billing processes, ensuring optimal reporting and compliance. This position offers an exciting opportunity to work within the wine industry while contributing to the success of distributor relationships and pricing strategies.<br><br>Responsibilities:<br>• Develop and implement tracking systems for distributor marketing funds to ensure accurate monitoring and reporting.<br>• Evaluate pricing models and promotional structures to identify profitability opportunities and refine strategies.<br>• Prepare detailed reports and actionable insights on pricing, marketing fund allocations, and distributor performance.<br>• Collaborate with the sales team to optimize pricing processes and enhance distributor relationships.<br>• Utilize tools such as Power BI and Tradeparency to streamline reporting and improve operational efficiency.<br>• Support compliance efforts by maintaining accurate records and ensuring adherence to established pricing guidelines.<br>• Analyze financial data and trends to inform decision-making and drive improvements in pricing strategies.<br>• Partner with cross-functional teams to address gaps in processes and improve overall workflow.<br>• Monitor distributor billing processes to ensure accuracy and resolve any discrepancies.<br>• Provide expertise in data analysis to deliver meaningful insights that contribute to business success.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
We are looking for a Benefits and Leave Analyst to join our team in Stockton, California. This role involves managing key aspects of employee benefits, leave administration, and workers' compensation processes. As this is a Contract to permanent position, it offers an excellent opportunity to transition into a long-term role within the organization.<br><br>Responsibilities:<br>• Administer employee benefit programs, ensuring compliance with applicable policies and regulations.<br>• Coordinate and manage leave of absence processes, including FMLA, disability, and other related programs.<br>• Analyze benefits data and provide recommendations to optimize program offerings.<br>• Oversee workers’ compensation cases, including claims management and reporting.<br>• Develop and implement procedures to enhance efficiency in benefits and leave administration.<br>• Conduct audits of benefits processes to ensure accuracy and compliance.<br>• Serve as a subject matter expert to employees, providing guidance on benefits and leave-related inquiries.<br>• Collaborate with internal teams and external vendors to ensure smooth operation of benefit programs.<br>• Maintain up-to-date knowledge of state and federal regulations impacting benefits and leave policies.
