28 Results for Data Entry Jobs in Sacramento, CA

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Financial Planning Associate

Walnut Creek, CA
remote
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team. Key ResponsibilitiesFinancial Planning & Advisor Support<ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>Investment Research & Portfolio Analysis<ul><li>Explore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.</li><li>Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.</li><li>Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.</li><li>Translate research and financial data into clear takeaways for Advisors and the broader planning team.</li><li>Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.</li><li>Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.</li></ul>
2026-10-16T15:44:03Z

Accounting Manager/Supervisor

Livermore, CA
onsite
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight. Responsibilities: • Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data. • Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks. • Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements. • Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends. • Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones. • Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units. • Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions. • Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels. • Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
2026-09-30T16:14:09Z

Office Services Associate

Sacramento, CA
onsite
Temporary / Contract
20.00 - 22.00 USD / Hourly
We are looking for an Office Services Associate to support daily administrative operations for a client site in Sacramento, California. This Contract position plays an important role in managing copy, mail, and document handling services while helping maintain a responsive and detail-oriented workplace experience. The ideal candidate is organized, service-focused, and comfortable working in a fast-paced environment with shifting priorities and time-sensitive requests. Responsibilities: • Manage incoming office service requests by reviewing job instructions, tracking assignments accurately, and confirming all required details before work begins. • Complete high-volume copying, scanning, mail distribution, and document intake tasks in line with established service standards and turnaround expectations. • Organize and sequence assignments effectively to keep workflows moving efficiently and ensure deadlines are consistently met. • Communicate promptly with supervisors or client contacts regarding job status, priority changes, and any issues that could affect delivery timing. • Perform basic troubleshooting on copiers, scanners, and related office equipment, escalating more complex problems when needed. • Check finished work for accuracy and presentation quality, while also supporting quality review efforts across the team. • Replenish paper, toner, and other production supplies to keep equipment ready for daily operations. • Follow client site guidelines and company policies, including confidentiality, security, and safe handling of documents and equipment. • Use materials and equipment responsibly to support efficient operations and minimize unnecessary waste.
2026-10-28T15:53:46Z

28 results for Data Entry in Sacramento, CA