<p>Robert Half client is looking for an organized Administrative Assistant to support daily operations for a laboratory team in Pleasant Hill, CA. This contract opportunity with permanent potential is ideal for someone who enjoys balancing administrative coordination, client communication, and report distribution in a fast-paced healthcare setting. The person in this role will help maintain smooth workflow by partnering with laboratory staff, couriers, and external medical offices while ensuring documentation and support tasks are handled accurately and efficiently.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Coordinate administrative support for the Administration Manager and laboratory personnel to help keep daily workflow running smoothly.</p><p>• Review documents for completeness and accuracy before distribution, filing, or follow-up action.</p><p>• Manage communication between the laboratory, physician offices, surgery centers, couriers, and sales representatives to support timely service and client satisfaction.</p><p>• Prepare, print, and distribute daily reports, including sending materials to couriers and delivering reports to clients by fax or mail when needed.</p><p>• Arrange specimen-related logistics such as slide and block send-outs for testing or external departmental review.</p><p>• Track requisition inventory and general office supplies, and replenish materials before stock levels become too low.</p><p>• Produce client-specific requisition forms and coordinate delivery through courier routes or the Territory Sales Manager.</p><p>• Use office systems and equipment, including the pathology platform and standard administrative tools, to complete support tasks efficiently.</p><p>• Follow organizational procedures and complete additional administrative duties assigned by the Administration Manager.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
<p>We are looking for a Service Coordinator to support daily dispatch and service operations for a busy team in Livermore, CA. This contract position offers a path to a permanent role and is ideal for someone who can keep schedules organized, communicate clearly with customers and technicians, and stay composed while balancing changing priorities. The role serves as a central point of coordination across the office and field, helping ensure service calls are handled efficiently and records remain accurate. Success in this position requires strong follow-through, a collaborative mindset, and comfort working with service software and administrative processes.</p><p><br></p><p>Service Coordinator Responsibilities:</p><p>• Organize and adjust technician schedules for routine service visits, preventive maintenance, and urgent callouts to keep response times on track.</p><p>• Act as the primary communication link between office staff, field technicians, and customers, ensuring updates are shared clearly and professionally.</p><p>• Support the rollout and day-to-day use of updated service software by assisting with setup, data input, testing, and basic user guidance.</p><p>• Communicate with customers regarding new requests, appointment timing, service updates, and follow-up needs after work is completed.</p><p>• Open, revise, and finalize work orders in the service management system with a high level of accuracy and attention to detail.</p><p>• Prepare technicians with the job information, supporting documents, and parts-related details needed for efficient service completion.</p><p>• Monitor parts requests and help coordinate supply ordering and organization to avoid delays in scheduled work.</p><p>• Maintain complete service documentation, including job notes, equipment records, and status updates for reporting and historical reference.</p><p>• Partner with accounting and internal team members to support accurate billing, smoother workflows, and stronger overall service performance.</p><p><br></p><p>If you are interested in this Service Coordinator position, please submit your resume today.</p>
<p>We are looking for a dependable Front Desk Coordinator to join a fast-moving team in California. This Contract to permanent position combines customer-facing support, sales counter assistance, and hands-on coordination with warehouse activities, making it ideal for someone who enjoys variety throughout the day. The right candidate will bring a service-minded approach, strong attention to detail, and the ability to stay organized while helping customers and supporting daily operations.</p><p><br></p><p>Front Desk Coordinator Responsibilities:</p><p>• Welcome customers at the front counter and provide courteous, timely assistance with product and order inquiries.</p><p>• Process sales transactions and enter order details accurately into the point-of-sale system.</p><p>• Prepare order documentation carefully to ensure customer requests are completed correctly.</p><p>• Retrieve requested items from the warehouse and coordinate products needed for customer pickups.</p><p>• Assist customers with loading materials when needed while maintaining a helpful and attentive attitude.</p><p>• Contribute to routine warehouse support tasks, including inventory-related activities and general floor assistance.</p><p>• Maintain clean, orderly, and safe work areas across both the customer service counter and warehouse space.</p><p>• Work closely with team members to keep daily operations running efficiently and deliver a positive customer experience.</p><p><br></p><p>If you are interested in this front desk coordinator position, please apply today!</p>
We are looking for an experienced and proactive Receptionist to support daily front desk operations in Sacramento, California. This Contract position is ideal for someone who enjoys creating a welcoming office environment, managing visitor and delivery coordination, and helping keep shared spaces organized. You will serve as a key point of contact for guests and staff while providing dependable administrative support in a client-facing setting.<br><br>Responsibilities:<br>• Welcome visitors and manage the front desk experience by directing guests, handling sign-ins, and ensuring a welcoming first impression.<br>• Coordinate incoming mail, package deliveries, and carrier pickups while keeping distribution organized and timely.<br>• Maintain the appearance of common areas by helping keep the office neat and confirming conference rooms are prepared for meetings.<br>• Provide occasional scheduling assistance, including supporting calendars and helping organize meeting arrangements as needed.<br>• Assist with onboarding logistics for new hires when requested, including preparing workspaces and coordinating office readiness.<br>• Partner with office leadership to keep day-to-day operations running smoothly and respond to shifting administrative priorities.<br>• Offer flexible support for ad hoc projects and general office needs as workloads change across the team.<br>• Work on-site during regular business hours and contribute to a consistent, reliable front desk presence for the office.
We are looking for a motivated Sales Assistant to join our team in Stockton, California in a contract opportunity with potential for a permanent position within the independent banking industry. This role focuses on connecting with prospective business clients, presenting service offerings in a clear and persuasive way, and supporting them through the onboarding process. The ideal candidate brings strong communication skills, a detail-oriented approach to sales conversations, and the drive to meet performance goals while building lasting client relationships.<br><br>Responsibilities:<br>• Engage with prospective business clients by phone, online channels, and other outreach methods to introduce company services and generate new sales opportunities.<br>• Guide interested merchants through application and enrollment steps, ensuring they understand service options, pricing, and related fees.<br>• Maintain consistent follow-up with new and existing clients to strengthen relationships, encourage ongoing engagement, and identify referral opportunities.<br>• Use social media platforms and online research tools to develop a steady pipeline of self-generated leads.<br>• Prepare and deliver tailored sales presentations that address client needs and highlight the value of available solutions.<br>• Respond confidently to client questions and objections while preserving a respectful, attentive customer experience.<br>• Track daily activity, sales progress, and workload updates, and provide reports to management as requested.<br>• Work toward assigned daily and monthly targets while staying aligned with company standards, leadership direction, and industry developments.
We are looking for a Firm Administrator to oversee office operations and strengthen the day-to-day performance of a legal practice in Sacramento, California. This position works closely with attorneys and firm leadership to improve workflow consistency, support team development, and promote strong client service outcomes. The ideal candidate brings operational discipline, sound administrative judgment, and the ability to connect staffing, process, and financial priorities in a well-organized office environment.<br><br>Responsibilities:<br>• Guide the coordination of legal support workflows from initial case transfer through final resolution, helping teams maintain consistent and efficient execution.<br>• Track operational and performance indicators such as client experience, matter movement, attorney productivity, team capacity, resolution timelines, and the use of firm technology tools.<br>• Work alongside managing attorneys and leadership to ensure business operations support legal objectives, service quality, and overall case progress.<br>• Build, refine, and document office procedures that help legal and administrative teams follow standardized practices across the firm.<br>• Partner with human resources on hiring efforts, onboarding support, and the continued growth of current and future team members.<br>• Provide leadership and coaching support to supervisors, managers, case management staff, and other operational leaders across the office.<br>• Reinforce accountability, career development, and a culture centered on collaboration, continuous improvement, and firm values.<br>• Serve as the main operational connection point between legal teams and executive leadership for planning, communication, and issue resolution.<br>• Contribute to workforce planning, budget input, office efficiency initiatives, and profitability-focused operational strategy.
<p>Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p>📍 Walnut Creek, CA (Hybrid – 2 days onsite)</p><p>💰 $175,000 – $220,000 base salary DOE</p><p>⏰ Family Fridays – the firm closes at 1PM every Friday</p><p>An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.</p><p>The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.</p><p><strong>What This Role Looks Like</strong></p><p>This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.</p><p>You will:</p><ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul><p><strong>Responsibilities</strong></p><p>As the Financial Planning Manager, you will:</p><ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul><p><br></p>
<p>We are seeking professional Event Staff to join our team for a diverse range of private events across multiple venues. As part of our team, you will play a key role in delivering exceptional experiences at corporate functions and private events.</p><p>Responsibilities:</p><ul><li>Assist with event setup, including arranging tables, chairs, decorations, and equipment.</li><li>Provide excellent customer service to guests, addressing inquiries and ensuring a positive experience.</li><li>Support event operations, such as greeting attendees, managing guest lists, or directing flow.</li><li>Assist with event breakdown and cleanup, ensuring venues are left in pristine condition.</li><li>Collaborate with event coordinators and other staff to ensure smooth execution of events.</li></ul><p><br></p>
<p>Position Overview</p><p>We are seeking a reliable, professional, and detail-oriented individual for a <strong>long-term part-time Administrative </strong>role. This is an excellent opportunity for someone looking for consistent, ongoing part-time work in a supportive office environment. The ideal candidate will serve as the friendly first point of contact for our clients, visitors, and team members while providing essential administrative support, particularly with invoicing and general office operations.</p><p>Key Responsibilities</p><ul><li>Answer and screen incoming phone calls in a professional and courteous manner, directing inquiries to the appropriate team members</li><li>Greet and assist visitors entering the office, providing excellent customer service as the first point of contact</li><li>Manage invoices: prepare, process, verify, and track invoices accurately and timely</li><li>Perform general administrative tasks including filing, data entry, mail distribution, and office supply management</li><li>Maintain a clean, organized, and professional front office/reception area</li><li>Support other administrative needs as required to ensure smooth daily office operations</li></ul><p><br></p>
<p>Interested? Please send a message to Jennifer Fukumae on LinkedIn for quickest consideration or if interested in other CSA roles in the pipeline.</p><p><br></p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning & Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations & Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance & Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>
<p>We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle specialized and intricate billing processes, including accounts receivable and appeals management.</p><p>• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.</p><p>• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.</p><p>• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.</p><p>• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.</p><p>• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.</p><p>• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.</p><p>• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.</p><p>• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.</p><p>• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.</p><p>For immediate consideration please contact Cortney at 209-225-2014</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p><br></p><p><strong>Senior Client Services Associate| Wealth Management Firm| Walnut Creek</strong></p><p> </p><p>Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Job Summary</strong></p><p>We are seeking a detail-oriented and organized Legal Secretary to join our team on a <strong>contract or contract-to-hire </strong>basis. In this role, you will provide essential administrative and paralegal support to attorneys, contributing to seamless case management and exceptional client service. This position offers the opportunity to work in a collaborative environment where your contributions directly impact clients’ lives. We are actively looking for candidates who are open to contract and contract-to-hire arrangements, with strong potential for long-term placement based on performance and firm needs.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage calendars, schedule appointments, and coordinate court appearances, depositions, and client meetings for multiple attorneys.</li><li>Prepare, file, and organize legal documents, including pleadings, motions, discovery requests, and settlement agreements related to personal injury claims.</li><li>Handle client communications via phone, email, and in-person interactions, providing updates on case progress and gathering initial intake information for accident or injury reports.</li><li>Conduct basic research on case details, such as medical records, accident reports, and insurance policies, to support trial preparation.</li><li>Maintain confidential client files, ensuring compliance with legal standards and firm protocols for sensitive personal injury documentation.</li><li>Assist with billing, expense tracking, and contingency fee calculations, while coordinating with medical providers and expert witnesses.</li><li>Perform general office duties, including data entry, transcription of attorney notes, and preparation of correspondence for negotiations or settlements.</li></ul><p><br></p>
<p>We are looking for an experienced and resourceful Executive Assistant to provide senior-level support in Walnut Creek, California. This fully on-site opportunity is a Contract to permanent position with a nonprofit organization that values professionalism, sound judgment, and strong follow-through. The right candidate will bring a high level of organization, technical confidence, and the ability to stay ahead of shifting priorities in a fast-moving environment.</p><p><br></p><p>Executive Assistant Responsibilities:</p><p>• Oversee a demanding executive calendar by arranging appointments, coordinating meeting schedules, and adjusting priorities as business needs change.</p><p>• Organize donor-facing meetings from start to finish, including preparing materials, managing logistics, and handling timely follow-up communication.</p><p>• Create and edit business documents, reports, presentations, and correspondence using Microsoft Office tools with accuracy and professionalism.</p><p>• Support in-person meetings and office events by arranging meals, confirming details, and ensuring spaces are prepared in advance.</p><p>• Anticipate executive needs by identifying potential conflicts, solving administrative issues early, and keeping daily operations running smoothly.</p><p>• Manage a mix of business and personal support tasks with a high degree of discretion, confidentiality, and attention to detail.</p><p>• Serve as a dependable point of coordination for communications, inquiries, and requests requiring executive awareness or action.</p><p>• Take on additional administrative duties as needed while maintaining a positive, flexible, and service-oriented approach.</p><p><br></p><p>If you are interested in this Executive Assistant role, please submit your resume today!</p>
We are looking for a Property Administrator to support housing operations for a non-profit organization in Napa, California. This Long-term Contract position focuses on resident intake, occupancy coordination, compliance administration, and day-to-day property support. The ideal candidate will bring strong knowledge of affordable housing programs, stay organized in a fast-paced environment, and provide attentive service to applicants and residents alike.<br><br>Responsibilities:<br>• Evaluate housing applications to confirm eligibility, manage applicant waitlists, and coordinate unit tours for prospective residents.<br>• Process incoming residents in accordance with established affordable housing and property program requirements while maintaining accurate and orderly files.<br>• Prepare lease documentation, explain occupancy terms to new residents, and complete all related move-in paperwork thoroughly and on time.<br>• Conduct regular inspections of the property each day to maintain management visibility and monitor overall curb appeal and community conditions.<br>• Track vacant unit readiness by following up with maintenance teams and vendors, and review turnover progress daily to help reduce downtime.<br>• Minimize vacancy exposure by advancing multiple applicants with relevant experience when notice to vacate is received from current residents.<br>• Distribute rental charges, collect rent payments and security deposits, and forward required documentation to the accounting team.<br>• Partner with accounting staff on tenant status updates and complete recurring weekly, monthly, and compliance reporting, including annual resident recertifications.<br>• Participate in required training programs, including occasional sessions that may involve overnight travel.
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p><strong>Job Summary</strong></p><p>The Dispatcher plays a critical role in coordinating efficient and safe transportation operations. This position serves as the central communication hub between drivers, customers, and internal teams, ensuring on-time deliveries/pickups, quick resolution of issues, and optimal routing. The ideal candidate thrives in a fast-paced environment, excels at multitasking, and maintains calm, professional communication under pressure.</p><p><strong>Key Responsibilities</strong></p><ul><li>Receive, prioritize, and assign service requests, delivery orders, or transportation jobs to drivers in real-time</li><li>Monitor driver locations, vehicle status, and route progress using GPS and fleet-management software</li><li>Communicate clearly and frequently with drivers via phone, radio, and messaging apps regarding route changes, traffic conditions, delays, or customer requirements</li><li>Proactively resolve issues such as vehicle breakdowns, traffic delays, customer complaints, or schedule conflicts</li><li>Optimize routes and loads to improve efficiency, reduce costs, and meet delivery windows</li><li>Maintain accurate records of driver logs, delivery statuses, proof of delivery, and incident reports</li><li>Coordinate with customers to confirm appointments, provide ETA updates, and handle special instructions</li><li>Ensure compliance with DOT regulations, hours-of-service rules, safety protocols, and company policies</li><li>Assist with emergency response and after-hours/on-call coverage as needed</li><li>Prepare daily, weekly, and monthly reports on performance metrics (on-time percentage, miles driven, etc.)</li></ul><p><br></p>
We are looking for a PC Technician to support onsite technology needs for a diverse range of business environments in Sacramento, California. This Long-term Contract position is ideal for a hands-on, detail-oriented individual who can manage service visits independently, resolve technical issues across hardware and connectivity, and provide an excellent client experience. The role combines field support, device installation, and structured cabling work, with opportunities to assist in varied commercial settings including healthcare and retail locations.<br><br>Responsibilities:<br>• Complete scheduled installations, service requests, and urgent support visits at client locations within the Sacramento, California area.<br>• Diagnose and resolve entry- to mid-level technical issues involving computer hardware, network connectivity, telecommunications equipment, and end-user devices.<br>• Travel to customer sites within an assigned local radius and manage appointments effectively within designated service windows.<br>• Install, route, and terminate structured cabling, including CAT5 and CAT6, while maintaining clean and organized work areas.<br>• Coordinate with remote support teams through collaboration platforms such as Slack to troubleshoot issues and confirm next steps when additional assistance is needed.<br>• Deliver detail-oriented onsite service by communicating clearly with clients, setting expectations, and ensuring work is completed to a high standard.<br>• Support technology deployments across commercial environments such as retail locations, hospitals, dental offices, and other business facilities.<br>• Maintain accurate updates on field activity, service progress, and issue resolution while working with minimal supervision.<br>• Contribute to additional low-voltage, telephony, AV, or fiber-related tasks when project needs require broader technical support.
<p>Our team is seeking an Accounting Clerk for our Full-Time Engagement Professionals practice. In this role, you will support client projects with accounts payable, accounts receivable, billing, collections, and general accounting tasks. The ideal candidate has intermediate Excel skills, strong data entry accuracy, and a degree in accounting, finance, or a related field.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p>Key Responsibilities </p><ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul><p><br></p>
<p>We are looking for an A/P, A/R Specialist to join our organization in Solano County, California. This position supports daily accounting operations by managing both incoming and outgoing transactions, maintaining accurate records, and helping ensure timely financial activity across the business. The role works closely with teams across sales, operations, procurement, and logistics to keep billing, payments, and reconciliations running smoothly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Create and distribute customer invoices using shipment details, contract terms, and approved pricing information.</p><p>• Record and apply customer remittances in NetSuite, including electronic payments and checks, to keep account balances current.</p><p>• Review receivables aging and communicate with customers or internal partners to address overdue amounts promptly.</p><p>• Research billing issues and coordinate with sales, customer service, and logistics teams to correct discrepancies.</p><p>• Assist with establishing customer accounts and supporting credit review activities as needed.</p><p>• Enter and manage a high volume of supplier invoices in NetSuite while confirming proper coding and required authorizations.</p><p>• Complete purchase order, receipt, and invoice matching to verify payable accuracy before processing.</p><p>• Prepare vendor disbursements through approved payment methods and help maintain timely payment schedules.</p><p>• Reconcile supplier statements, resolve payment differences, and keep vendor master data accurate and current.</p><p>• Contribute to month-end close, audit support, account reconciliations, and compliance with internal controls and food manufacturing</p>
<p><strong>Job Summary</strong></p><p>The Sales Representative will drive revenue growth by identifying and pursuing new business opportunities, building strong client relationships, and closing sales deals. This role involves promoting our products or services to potential customers, meeting sales targets, and contributing to the overall success of the sales team. The ideal candidate is results-oriented, persuasive, and thrives in a competitive environment, with a passion for delivering exceptional customer value.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prospect and qualify leads through cold calling, networking, and research to build a robust sales pipeline.</li><li>Conduct product demonstrations, presentations, and negotiations to effectively communicate value propositions and close sales.</li><li>Maintain and expand relationships with existing clients, identifying upsell and cross-sell opportunities to maximize revenue.</li><li>Achieve and exceed monthly, quarterly, and annual sales quotas while tracking progress using CRM tools.</li><li>Collaborate with marketing, product, and support teams to align on strategies and resolve customer issues.</li><li>Analyze market trends, competitor activities, and customer feedback to inform sales approaches and improve performance.</li><li>Prepare accurate sales reports, forecasts, and documentation to support data-driven decision-making.</li><li>Attend industry events, trade shows, and client meetings to represent the company and generate new leads</li></ul><p><br></p>
We are looking for an Accounting Manager to oversee the full finance and accounting function for a multi-entity wine business based in St. Helena, California. This position is ideal for a hands-on individual who can independently manage day-to-day accounting, reporting, compliance, payroll, and operational finance activities across several related entities. The role requires strong ownership, sound judgment, and the ability to balance detailed transactional work with higher-level financial oversight in a complex inventory and production environment.<br><br>Responsibilities:<br>• Lead end-to-end accounting operations for four related entities, including journal entries, reconciliations, accruals, prepaids, fixed assets, and monthly close activities.<br>• Prepare individual and consolidated financial reports each month, ensuring accurate results, timely reporting packages, and support for year-end close and audit readiness.<br>• Manage intercompany accounting, cash activity, bank reconciliations, accounts payable, accounts receivable, collections follow-up, and weekly payment processing across all entities.<br>• Oversee inventory and cost accounting for winery and warehouse operations, including production allocations, vineyard-related cost tracking, finished goods valuation, and reconciliation across multiple storage locations.<br>• Administer wholesale, direct-to-consumer, custom crush, and bulk wine financial transactions by recording sales activity, billing customers, and reconciling related expenses.<br>• Coordinate regulatory and tax compliance requirements such as excise tax, sales and industry-specific filings, annual business renewals, property-related submissions, and support for federal and state income tax preparation.<br>• Process bi-weekly payroll through Paylocity, record payroll activity in the accounting system, maintain leave tracking, and assist with year-end payroll reporting and employee onboarding administration.<br>• Support finance-related operational administration by maintaining key records, organizing permits and compliance documents, and coordinating essential office and facility-related supply needs.<br>• Work with business systems and platforms used for accounting, payroll, compliance, production, sales, distribution, and approval workflows, learning new applications as needed to support accurate financial operations.
<p>Steven Lahey with Robert Half is seeking an experienced and results-driven <strong>Accounting Manager</strong> to join our client in a mostly <strong>in-office</strong> role. This position will oversee core accounting functions, ensure financial integrity, and lead process improvements. The ideal candidate is a hands-on leader who thrives in a collaborative environment and brings strong technical accounting expertise. Please reach out to Steven Lahey at (916) 649-0832 for any further inquiries. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day accounting operations, including general ledger, accounts payable, and accounts receivable</li><li>Manage and execute the month-end, quarter-end, and year-end close processes</li><li>Prepare and review financial statements and internal reports</li><li>Ensure compliance with GAAP and company accounting policies</li><li>Supervise and mentor accounting staff, providing guidance and performance feedback</li><li>Develop and implement process improvements to enhance efficiency and accuracy</li><li>Coordinate audits and act as a primary liaison with external auditors</li><li>Monitor internal controls and ensure compliance with regulatory requirements</li><li>Partner with leadership to support budgeting, forecasting, and financial analysis</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Leader to oversee the preparation and delivery of accurate, timely external financial statements for a client the greater Sacramento area. This role is ideal for someone who brings deep knowledge of financial reporting, strong command of regulatory filing requirements, and the ability to translate complex accounting matters into clear disclosures. The position will play a central role in managing reporting cycles, supporting compliance efforts, and strengthening the overall quality of financial communications.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Lead the end-to-end preparation of quarterly and annual external financial reports, ensuring completeness, accuracy, and adherence to applicable accounting standards.</p><p>• Direct the drafting and review of disclosures required for regulatory filings, with close attention to clarity, consistency, and technical compliance.</p><p>• Coordinate reporting timelines across accounting, finance, and cross-functional stakeholders to meet filing deadlines without compromising quality.</p><p>• Evaluate new accounting guidance and reporting requirements, then incorporate necessary updates into financial statement presentation and disclosures.</p><p>• Review reporting workpapers and supporting documentation to maintain a strong control environment around published financial information.</p><p>• Partner with internal and external auditors to address reporting questions, provide requested analyses, and support audit and review procedures.</p><p>• Contribute to process improvements and reporting enhancements, including updates tied to internal systems or workflow changes when needed.</p>
<p>Robert Half is seeking an Accounts Receivable Clerk with some Accounts Payable experience to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul><p><br></p>