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24 results for Technology in Sacramento, CA

Solutions Architect
  • Sacramento, CA
  • onsite
  • Temporary to Hire
  • 65.00 - 70.00 USD / Hourly
  • <p>We are seeking an experienced <strong>Solutions Architect</strong> to join a growing organization in a highly visible role supporting enterprise technology strategy, architecture, and integration initiatives. This opportunity is ideal for a self-starter who combines strong technical expertise with exceptional communication and relationship-building skills. The Solutions Architect will serve as a key technology leader, partnering with internal stakeholders and external vendors to drive architectural decisions, standardize technology practices, support cloud and integration initiatives, and ensure alignment between business objectives and technical solutions. This role offers the opportunity to make a significant impact across enterprise architecture, cloud platforms, security, integrations, and future innovation initiatives, including emerging AI-driven solutions.</p><p><br></p><p><strong>Responsibilities:</strong> </p><p>• Lead enterprise architecture initiatives, developing technology roadmaps and solution strategies that align with organizational objectives and long-term growth plans.</p><p>• Collaborate with business stakeholders to understand requirements and translate business needs into scalable architectural designs and technical solutions.</p><p>• Partner with internal teams and external organizations to define technical requirements, evaluate integration needs, and support API-based connectivity initiatives.</p><p>• Design and oversee solutions across cloud environments including AWS and GCP, ensuring security, reliability, scalability, and operational excellence.</p><p>• Support and govern enterprise platforms, including CRM, middleware, and integrated technology ecosystems.</p><p>• Develop architectural standards, documentation, diagrams, governance processes, and implementation artifacts to improve technology consistency and operational maturity.</p><p>• Lead technical evaluations of vendors, products, and services while contributing to RFPs, RFBs, scopes of work, and technology selection processes.</p><p>• Identify technical risks, security concerns, data management challenges, and architectural gaps while recommending mitigation strategies.</p><p>• Provide architectural oversight for strategic projects, ensuring solutions align with approved standards, budgets, timelines, and business objectives.</p><p>• Build trusted relationships with internal teams and external partners, serving as a strategic advisor and primary technology liaison.</p><p>• Research emerging technologies and evaluate opportunities for innovation, process improvement, automation, and AI-driven business solutions.</p><p>• Produce clear technical documentation and communicate architectural decisions, standards, and recommendations to both technical and non-technical audiences.</p>
  • 2026-10-29T17:33:44Z
Network/Systems Manager
  • Livermore, CA
  • onsite
  • Temporary to Hire
  • 65.00 - 70.00 USD / Hourly
  • <p>We are looking for an experienced Network/Systems Manager to join our team in Livermore, California. This is Network/Systems Manager a Contract-to-Permanent position offering an opportunity to lead and oversee critical network operations while collaborating with management and technical teams. The ideal Network/Systems Manager will take ownership of network systems, provide strategic recommendations for improvements, and ensure seamless technology operations across multiple sites. This is an onsite position sitting in Livermore, Ca. </p><p><br></p><p>The ideal Network/Systems Manager will have Palo Alto firewall experience, strong Cisco networking skills, and a background in Active Directory, VMware, and Google Workspace. The Network/Systems Manager will also help manage security in collaboration with our managed security provider, including patch management, configurations, and oversight of new firewall deployment. Experience with Cisco VoIP systems—particularly in design and configuration—is preferred. </p><p><br></p><p>When the current manager is out, this Network/Systems Manager role will act as the primary liaison to upper management, requiring excellent communication skills and the ability to present clearly to executives. You will also be the go-to person for staff when issues arise, ensuring problems are addressed quickly and effectively.</p><p><br></p><p>Responsibilities:</p><p>•<strong>Key Responsibilities</strong></p><ul><li>Oversee the network and virtual server environments, ensuring reliable and secure operations across all sites.</li><li>Administer LAN/WAN infrastructure including Cisco network equipment, virtualization platforms (VMware), Active Directory, user accounts, and network services.</li><li>Manage and configure firewalls (Palo Alto) and coordinate with security providers for patching, monitoring, and threat mitigation.</li><li>Oversee deployment of new network and security hardware, including upcoming firewall projects.</li><li>Configure and support Cisco VoIP systems, including design and implementation.</li><li>Troubleshoot and resolve hardware, software, and network issues to minimize downtime.</li><li>Evaluate requests for technical assistance, determine appropriate actions, and assign resources accordingly.</li><li>Collaborate with leadership to plan short- and long-term technology upgrades, replacements, and system improvements.</li><li>Design and optimize network architectures (e.g., VLAN, VPN, routing, content filtering, QoS, IDS/IPS, etc.) for high performance and security.</li><li>Install and update network software, service packs, and security patches across multiple platforms.</li><li>Monitor servers, appliances, and network devices to ensure proper performance and availability.</li><li>Lead technology projects, including migrations, new implementations, and product evaluations, ensuring they meet deadlines and quality standards.</li><li>Coordinate with internal teams, vendors, and contractors to complete projects and resolve issues efficiently.</li><li>Prepare documentation including network maps, technical reports, procedures, and recommendations for improvements.</li><li>Stay informed on industry trends, tools, and best practices to inform purchasing and operational strategies.</li><li>Act as a primary contact for management, providing updates, reports, and recommendations.</li></ul><p><br></p>
  • 2026-10-08T20:48:45Z
Technical Lead/ Application Architect
  • Marysville Nt, CA
  • remote
  • Temporary / Contract
  • 50.00 - 53.00 USD / Hourly
  • <p>Our client is seeking an experienced <strong>Technical Lead / Application Architect</strong> to lead the design, development, and modernization of enterprise web applications supporting critical business initiatives. This role combines hands-on engineering with architectural leadership and is ideal for a technologist who enjoys influencing technical direction while remaining actively involved in solution delivery.</p><p>The successful candidate will partner closely with product, UX, infrastructure, security, and engineering teams to build scalable, secure, and high-performing web platforms that enhance business operations and customer experiences.</p><p>Key Responsibilities</p><ul><li>Provide technical leadership for enterprise web application initiatives, guiding architecture decisions, development standards, and implementation strategies.</li><li>Design, develop, and maintain modern web applications using <strong>Angular, TypeScript, JavaScript</strong>, and related front-end technologies.</li><li>Build and support backend services and APIs using <strong>Node.js</strong> and <strong>Express</strong>, ensuring scalable and reliable application performance.</li><li>Define and evolve application architecture, emphasizing maintainability, reusability, accessibility, security, and scalability.</li><li>Conduct code reviews, mentor development team members, and establish engineering best practices across projects.</li><li>Lead technical troubleshooting and performance optimization efforts across complex application environments.</li><li>Implement secure development practices, including authentication, authorization, session management, and application security controls.</li><li>Integrate web applications with enterprise platforms, cloud services, APIs, and microservices architectures.</li><li>Support DevOps initiatives by contributing to CI/CD pipelines, automated testing frameworks, containerization strategies, and production monitoring.</li><li>Collaborate with cross-functional stakeholders in Agile environments to translate business requirements into scalable technical solutions.</li><li>Leverage AI-powered development tools and automation technologies to improve engineering productivity, code quality, and testing efficiency.</li></ul><p><br></p>
  • 2026-10-13T17:18:40Z
Solutions Architect
  • Sacramento, CA
  • onsite
  • Temporary to Hire
  • 65.00 - 70.00 USD / Hourly
  • <p>We’re looking for an experienced <strong>Solutions Architect</strong> who can serve as a trusted technical advisor and help shape enterprise architecture within a small, highly collaborative IT environment.</p><p>The role will initially focus on <strong>enterprise architecture, documentation, governance, API integrations, security, and technology standardization</strong>. You’ll partner closely with business teams and external partners, translating requirements into scalable technical solutions. This is an onsite role in Sacramento, CA</p><p><strong>Technology environment:</strong> AWS, GCP, Salesforce, MuleSoft, APIs, cloud and integration architecture.</p>
  • 2026-10-22T03:48:44Z
Help Desk/Desktop Support Analyst
  • Winters, CA
  • onsite
  • Temporary / Contract
  • 23.00 - 25.00 USD / Hourly
  • We are looking for a Help Desk/Desktop Support Analyst to provide hands-on technical assistance to employees across sites in Winters, California. This Long-term Contract position is ideal for someone who enjoys solving desktop and workstation issues, supporting end users with professionalism, and keeping service requests moving efficiently from intake through resolution. The role offers the opportunity to build experience across hardware, software, device setup, and day-to-day IT operations while working closely with the broader technology team.<br><br>Responsibilities:<br>• Serve as the first point of contact for incoming technical support requests and deliver timely assistance for computer and workstation issues.<br>• Record, track, and update service desk tickets with clear notes, resolution details, and status changes until completion.<br>• Escalate more complex incidents to senior IT staff when appropriate while contributing support on advanced cases to expand technical knowledge.<br>• Install, configure, and maintain desktops, laptops, handheld devices, and Windows-based operating systems for end users.<br>• Transfer user files and settings securely from existing equipment to replacement devices during refreshes and deployments.<br>• Communicate directly with employees to explain solutions, provide updates, and confirm that issues have been resolved satisfactorily.<br>• Support assigned IT initiatives and travel to multiple facilities or plant locations as needed to complete onsite work.<br>• Perform routine equipment and infrastructure upkeep, including inspecting and replacing filters or components associated with designated network or computer hardware.<br>• Troubleshoot hardware and software problems independently, verify completed work for accuracy, and assist with additional technology-related duties as assigned.
  • 2026-10-22T22:28:47Z
Accounting Manager
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 175000.00 USD / Yearly
  • <p>We are looking for an Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Concord, California. This position will oversee close activities, maintain the integrity of the general ledger, and help ensure compliance with audit and reporting standards. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve processes while partnering effectively with internal stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead, coach, and develop an accounting team while promoting accountability and professional growth.</li><li>Oversee month-end close activities, including review of reconciliations, journal entries, and financial reporting schedules.</li><li>Ensure accurate financial records, reporting compliance, and strong internal controls.</li><li>Investigate and resolve complex accounting transactions, ensuring issues are fully analyzed and closed.</li><li>Drive process optimization, automation initiatives, and system enhancement projects to improve efficiency.</li><li>Support technology-driven improvements, including AI and workflow modernization efforts.</li><li>Collaborate with finance, operations, and supply chain teams across multiple business units.</li><li>Assist with specialized accounting areas such as intercompany transactions, joint ventures, employee benefits, and other technical matters.</li><li>Contribute to regulatory reporting and compliance within healthcare, nonprofit, or multi-entity environments.</li><li>Champion continuous improvement and a high-performance team culture.</li></ul>
  • 2026-10-07T18:24:11Z
Health Information Management (HIM) Supervisor
  • Rancho Cordova, CA
  • onsite
  • Temporary to Hire
  • 35.00 - 42.00 USD / Hourly
  • <p>The HIM Supervisor oversees the daily operations of the hospital’s Health Information Management department and provides direct supervision to approximately 20 employees. This role ensures patient health information is managed accurately, efficiently, securely, and in compliance with regulatory and hospital standards.</p><p><br></p><p>The Supervisor is responsible for staff performance, workflow management, productivity, quality, training, and process improvement while partnering with clinical, administrative, compliance, and revenue cycle teams.</p><p><br></p><p>Key Responsibilities</p><ul><li>Supervise approximately 20 HIM employees, including scheduling, workload distribution, coaching, training, performance management, and attendance.</li><li>Monitor staff productivity, quality, turnaround times, and departmental service levels.</li><li>Manage daily HIM workflows, including medical record completion, chart analysis, document scanning/indexing, record retrieval, Release of Information (ROI), and physician documentation follow-up.</li><li>Monitor work queues and backlogs and adjust staffing or priorities to meet departmental goals.</li><li>Conduct employee performance reviews, provide ongoing feedback, and address performance concerns.</li><li>Ensure the confidentiality, accuracy, integrity, and security of patient health information.</li><li>Maintain compliance with HIPAA, hospital policies, record retention requirements, and applicable regulatory standards.</li><li>Perform quality audits and identify opportunities to improve accuracy, efficiency, and workflow.</li><li>Track and report department KPIs, including productivity, quality, turnaround time, and backlog.</li><li>Serve as an escalation point for complex medical record, workflow, and customer-service issues.</li><li>Collaborate with physicians, nursing, compliance, IT, revenue cycle, patient access, and other hospital departments.</li><li>Assist HIM leadership with policies, procedures, department goals, audits, and operational initiatives.</li></ul><p><br></p>
  • 2026-09-30T20:24:09Z
Paralegal
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 120000.00 USD / Yearly
  • <p>We are looking for an experienced Legal Assistant/Paralegal to support a small practice in the East Bay. This role combines substantive paralegal work with legal administrative and office coordination responsibilities in a firm focused on real estate, construction, and business disputes. The ideal candidate brings strong judgment, advanced organizational skills, and confidence using legal technology in a fast-paced civil litigation environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage case documents from intake through trial, including organizing, reviewing, and analyzing records for active civil litigation matters.</p><p>• Prepare discovery materials and assist with drafting pleadings, motions, and other case-related documents as needed.</p><p>• Conduct legal research using platforms such as Westlaw and other technology tools to support attorneys in case strategy and preparation.</p><p>• Evaluate and screen prospective client inquiries, gathering key information and helping determine next steps for attorney review.</p><p>• Coordinate trial preparation by assembling exhibits, binders, and other materials required for hearings, depositions, and trial.</p><p>• Handle civil court filings, arrange service of documents, and ensure submissions meet court rules and deadlines.</p><p>• Maintain calendars and scheduling for litigation events, client meetings, and court-related obligations.</p><p>• Build and maintain organized electronic and administrative files, while also supporting office operations, recordkeeping, and supply management.</p><p>• Assist with accounts payable and accounts receivable tasks to help keep daily firm operations running smoothly.</p>
  • 2026-10-07T15:53:59Z
Administrative Assistant
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 54000.00 - 58000.00 USD / Yearly
  • We are looking for a dependable Administrative Assistant to support daily office operations. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. <br> Responsibilities: -Provide administrative support that contributes to the overall effectiveness and continuity of daily operations. -Coordinate information, resources, and activities among internal and external stakeholders to promote timely execution of priorities. -Manage ongoing administrative processes while adapting to shifting workloads, deadlines, and organizational needs. -Produce and maintain records, correspondence, and reports in accordance with established practices and quality standards. -Support planning, scheduling, and implementation efforts for meetings, projects, and departmental initiatives. -Monitor operational needs, identify areas requiring attention, and facilitate appropriate follow-through. -Assist in maintaining positive working relationships with individuals across all levels of the organization. -Participate in process improvement efforts that enhance organization, communication, and service delivery.
  • 2026-11-02T20:43:41Z
Director, FP&A
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 203000.00 USD / Yearly
  • We are looking for an experienced finance leader to guide planning, forecasting, and performance analysis for a growing technology and manufacturing organization in Livermore, California. This onsite role offers strong visibility with senior leadership and requires someone who is detail oriented and can translate financial data into actionable business recommendations. The position combines strategic influence with hands-on execution, making it well suited for someone who can strengthen FP& A operations while supporting long-term business growth.<br><br>Responsibilities:<br>• Direct company-wide budgeting cycles, rolling forecasts, and long-range financial planning to support operational and strategic objectives.<br>• Build and refine financial models that inform investment decisions, scenario analysis, and business performance evaluations.<br>• Deliver clear reporting packages, dashboards, and presentations for executives to support timely and informed decision-making.<br>• Work closely with leaders across departments to measure results, uncover performance drivers, and improve profitability.<br>• Monitor financial trends, highlight potential risks, and recommend opportunities for cost control and operational efficiency.<br>• Oversee periodic financial reporting activities to ensure data accuracy, consistency, and on-time delivery.<br>• Evaluate finance processes, reporting tools, and internal controls, then implement improvements that enhance effectiveness and scalability.<br>• Lead and develop FP& A team members, fostering strong analytical capabilities and preparing the function for future growth.<br>• Coordinate with global finance partners and international operations to align planning efforts and improve organizational visibility.<br>• Apply advanced technologies, including AI-enabled approaches, to enhance analysis, reporting quality, and decision support.
  • 2026-10-05T22:18:46Z
Client Services Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 125000.00 USD / Yearly
  • <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-10-05T14:28:41Z
Tax Manager/Director
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 200000.00 USD / Yearly
  • <p>We are looking for an accomplished tax leader to join a growing organization in the Greater Sacramento area. This position offers the chance to guide a developing tax function, support a broad range of client and compliance needs, and help shape efficient practices that can scale with the business. The ideal candidate brings strong public tax expertise, sound technical judgment, and the ability to lead teams while partnering effectively with executives and clients.</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>• Direct day-to-day tax operations by setting team priorities, assigning work, and maintaining accountability for deadlines and deliverables.</p><p>• Review and oversee complex tax filings across individual, corporate, partnership, trust, and other multi-entity engagements to ensure accuracy and compliance.</p><p>• Provide advanced guidance on tax planning, regulatory interpretation, and advisory matters for clients, leadership, and internal stakeholders.</p><p>• Evaluate current tax procedures and implement improvements to workflow, documentation, technology usage, and overall efficiency.</p><p>• Support organizational growth by building practical processes, strengthening controls, and helping create a scalable tax infrastructure.</p><p>• Manage capacity planning, scheduling, and quality review standards to balance workload and maintain high service levels.</p><p>• Build trusted relationships with clients, company leadership, and cross-functional partners through clear communication and responsive support.</p><p>• Identify strategic tax opportunities related to entity structure, transactions, and business decisions, and present practical recommendations.</p><p>• Contribute to hiring, coaching, and performance development efforts to strengthen the tax team over time.</p><p>• Monitor federal and state tax law developments and communicate relevant impacts to clients and decision-makers. </p>
  • 2026-10-01T20:53:45Z
Credit Manager
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 175000.00 USD / Yearly
  • <p>A well-established organization is seeking an experienced Credit Manager to lead its Credit and Accounts Receivable function. This is a high-impact leadership opportunity overseeing a $300M+ accounts receivable portfolio and a team responsible for credit, collections, and AR activities.</p><p>The ideal candidate brings experience managing a large, complex credit portfolio, developing and leading high-performing teams, and navigating mechanics lien laws and related credit protections. This individual will play a critical role in balancing customer relationships, revenue growth, cash flow, and credit risk.</p><p>Key Responsibilities</p><ul><li>Lead, develop, and manage the Credit and Accounts Receivable team, establishing clear expectations, accountability, and performance standards.</li><li>Oversee a $300M+ AR portfolio, including credit exposure, collections, aging, delinquency, and portfolio risk.</li><li>Establish and manage customer credit limits, credit terms, and risk classifications based on financial and credit analysis.</li><li>Monitor AR aging and collection performance, identifying risks and developing strategies to improve cash flow and reduce past-due balances.</li><li>Oversee compliance with mechanics lien laws, preliminary notices, lien rights, releases, and related processes.</li><li>Partner with sales, operations, finance, and leadership to resolve complex credit and collection matters while preserving key customer relationships.</li><li>Evaluate financial statements, credit reports, payment history, and other information to make sound credit decisions.</li><li>Develop and refine credit policies, procedures, controls, and performance metrics.</li><li>Manage escalated collection matters and determine when additional collection or legal action is appropriate.</li><li>Provide leadership with reporting and analysis related to DSO, aging, collections, bad debt exposure, credit risk, and portfolio performance.</li><li>Identify opportunities to improve processes, controls, technology, and team effectiveness.</li></ul><p><br></p>
  • 2026-09-30T20:14:18Z
Paraplanner
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 65000.00 - 85000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a <strong>Financial Planning Associate</strong> 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisor Support</strong></p><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><p><strong>Investment Research & Portfolio Analysis</strong></p><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><p><br></p>
  • 2026-10-22T03:48:44Z
Client Service Associate | $1B AUM
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
  • 2026-10-27T22:43:44Z
Client Service Associate | $1B AUM
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
  • 2026-11-03T01:58:39Z
Financial Planning Associate
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 65000.00 - 80000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a <strong>Financial Planning Associate</strong> 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisor Support</strong></p><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><p><strong>Investment Research & Portfolio Analysis</strong></p><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><p><br></p>
  • 2026-10-16T15:44:03Z
Associate Advisor
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • <p>Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role.</p><p><br></p><p>Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes.</p><p><br></p><p><strong>Responsibilities: </strong></p><p><strong>Client & Meeting Support </strong></p><p>Prepare client meeting materials, agendas, reports, and supporting information.</p><p>Participate in client meetings and increasingly contribute as experience develops.</p><p>Document client decisions, commitments, and action items. Handle routine client communications and service requests.</p><p>Follow up with clients for information, documents, signatures, and outstanding items. Provide backup coverage for Lead Advisors on routine matters.</p><p><br></p><p><strong>Financial Planning</strong></p><p>Gather, organize, and maintain client financial information.</p><p>Prepare and update financial plans under the direction of the Lead Advisor.</p><p>Support retirement, cash flow, tax, estate, insurance, and other planning analyses.</p><p>Coordinate information needed by Financial Planning, Investment, Tax, Estate, and other specialists.</p><p>Identify missing information, inconsistencies, deadlines, and issues requiring additional review.</p><p>Support implementation of planning recommendations following client and Lead Advisor approval.</p><p><br></p><p><strong>Coordination & Execution </strong></p><p>Translate client decisions and advisor direction into specific tasks and next steps.</p><p>Track client requests, planning work, paperwork, and internal deliverables through completion.</p><p>Maintain accurate client records, meeting notes, tasks, and deadlines.</p><p>Follow up on outstanding work and escalate delays or unresolved issues.</p><p>Help ensure recurring client service and planning activities are completed on schedule.</p><p>Investment Support Develop and maintain knowledge of the firm's investment approach and client portfolios.</p><p>Prepare portfolio review materials and related client information. Identify portfolio or client changes requiring review by the Lead Advisor or Investment team.</p><p>Support implementation and follow-through on approved investment decisions. </p><p><br></p><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.</p>
  • 2026-10-26T17:44:08Z
Human Resources (HR) Assistant
  • Sacramento, CA
  • onsite
  • Temporary / Contract
  • 27.71 - 32.09 USD / Hourly
  • <p>We are looking for a detail-oriented<strong> workers comp claims examiner</strong> to support a non-profit organization in Sacramento, California. This Long-term Contract position focuses on coordinating and resolving workers’ compensation claims while serving as a key point of contact for employees, medical professionals, legal representatives, and other partners. The ideal candidate will bring strong judgment, organization, and communication skills to help move claims efficiently from intake through closure while maintaining compliance with applicable requirements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee workers’ compensation cases from first notice of injury through final disposition, ensuring each file progresses accurately and on schedule.</p><p>• Review incident details, medical documentation, and supporting records to assess claim validity and determine appropriate next steps.</p><p>• Communicate regularly with injured employees, supervisors, healthcare providers, attorneys, investigators, and external service partners to gather updates and share claim information.</p><p>• Arrange and track medical care, confirm treatment plans, and evaluate clinical reports to support ongoing case management.</p><p>• Process indemnity and medical payments with attention to statutory guidelines, internal standards, and required timeframes.</p><p>• Prepare and issue claim-related notices, including determinations, delays, and benefit communications, within mandated deadlines.</p><p>• Maintain complete and well-organized claim files by documenting activity, preserving correspondence, and updating case notes promptly.</p><p>• Support investigations by securing statements, reviewing evidence, and identifying opportunities for recovery, settlement, return-to-work planning, or other cost-control measures.</p><p>• Partner with legal counsel and represent the organization in hearings, mediations, conferences, or similar proceedings when claims require formal resolution.</p>
  • 2026-10-28T18:28:47Z
Senior Cost Accountant
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 45.00 - 55.00 USD / Hourly
  • <p>We are looking for a Senior Cost Accountant to support a global manufacturing organization serving the semiconductor and advanced technology sectors in Livermore, California. This Long-term Contract opportunity will contribute to the accuracy of product costing, inventory valuation, and financial reporting within a fast-paced production setting. The role works closely with manufacturing and finance partners to deliver analysis that supports operational decisions and strengthens cost control. Candidates who bring strong cost accounting expertise and a hands-on approach to inventory and variance analysis will be well suited for this position.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage standard cost structures for materials, labor, and overhead to keep product costing current and reliable.</p><p>• Review inventory balances across raw materials, work in process, and finished goods to maintain accurate valuation and reporting.</p><p>• Complete month-end cost accounting activities, including journal entries, reconciliations, and close support.</p><p>• Investigate manufacturing, purchase price, and work order variances and communicate key drivers to business partners.</p><p>• Collaborate with operations teams to assess production performance, identify cost trends, and support informed decision-making.</p><p>• Evaluate excess and obsolete inventory exposure and assist with reserve calculations and related analysis.</p><p>• Reassess labor and overhead rates on a regular basis to improve costing accuracy.</p><p>• Contribute to budgeting and forecasting for cost of goods sold and manufacturing-related expenses.</p><p>• Support physical inventory activities, review inventory control effectiveness, and provide documentation for audits and compliance requirements.</p><p>• Prepare recurring financial analyses, including warranty reserve reviews and reporting for monthly and quarterly close packages, while recommending process improvements in cost accounting and inventory controls.</p>
  • 2026-10-14T15:28:46Z
Payroll Supervisor/Manager/Director
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 125000.00 - 145000.00 USD / Yearly
  • We are looking for an experienced payroll leader to oversee end-to-end payroll operations for a complex workforce in Walnut Creek, California. This role is ideal for someone who brings deep knowledge of union construction payroll, strong command of compliance requirements, and the ability to guide a payroll team while working closely with external processing partners. The successful candidate will combine accuracy, sound judgment, and a service-minded approach to ensure payroll is delivered correctly, on schedule, and in alignment with company standards.<br><br>Responsibilities:<br>• Direct full-cycle payroll activities, ensuring employees are paid accurately and on time across regular payroll cycles and special payments.<br>• Maintain and review employee payroll data, including compensation adjustments, position updates, withholding changes, and deduction elections.<br>• Investigate payroll issues, correct discrepancies promptly, and perform recurring audits to strengthen accuracy and compliance.<br>• Lead daily payroll operations in accordance with established policies, internal controls, and applicable wage and tax regulations.<br>• Supervise and support a small payroll team, providing guidance, prioritization, and quality oversight.<br>• Prepare and submit payroll-related tax filings, garnishment remittances, and required weekly payment activities.<br>• Coordinate quarterly and year-end payroll tax reporting to meet all filing deadlines and reporting obligations.<br>• Oversee union payroll reporting requirements and contribute to certified payroll documentation when needed.<br>• Partner with external payroll providers to manage processing workflows, resolve issues, and improve service execution.
  • 2026-10-26T16:34:05Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 170000.00 USD / Yearly
  • 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.
  • 2026-10-13T13:04:03Z
Document Management Specialist
  • Sacramento, CA
  • onsite
  • Temporary / Contract
  • 22.80 - 25.00 USD / Hourly
  • We are looking for a detail-oriented Document Management Specialist to support high-volume document intake and records processing in Sacramento, California. This Long-term Contract position focuses on reviewing incoming scanned mail, organizing files accurately, and ensuring each document is matched to the appropriate claim record. The ideal candidate brings strong document review skills, sound judgment when researching incomplete information, and a commitment to maintaining quality standards in a fast-paced environment.<br><br>Responsibilities:<br>• Examine scanned incoming mail and categorize each item using established document naming and identification guidelines.<br>• Research documents that arrive without a claim reference and route potential new claim materials to the appropriate intake team.<br>• Direct items with missing or unclear identifying details to customer support or other internal teams for additional investigation.<br>• Conduct quality checks on scanned images to verify readability, completeness, and the presence of a valid claim number.<br>• Return unclear, incomplete, or noncompliant images for rescanning and communicate issues related to invalid documentation when needed.<br>• Assign documents to the correct claim by reviewing available case information and cross-referencing details within the claims management system.<br>• Enter key index data into the system, including document classification and service date information, to support accurate recordkeeping.<br>• Assist with additional projects and operational tasks as requested to support document management objectives.
  • 2026-11-02T20:43:41Z
Operations Specialist
  • Roseville, CA
  • onsite
  • Temporary to Hire
  • 27.71 - 32.09 USD / Hourly
  • <p>We are looking for an Branch Operations Specialist to support branch teams in Roseville, California by serving as a knowledgeable resource for operational questions, documentation standards, and day-to-day banking procedures. This direct hire position is ideal for someone who thrives in a fast-paced, in-office environment and can provide clear guidance that helps maintain accuracy, consistency, and regulatory compliance. The role also contributes to operational stability by identifying process gaps, reviewing issues affecting branch activity, and helping strengthen team performance through coaching and support.</p><p><br></p><p>Responsibilities:</p><p>• Respond to branch staff inquiries related to teller activity, account servicing, documentation requirements, certifications, reporting, and internal operating procedures.</p><p>• Provide practical guidance to team members to help ensure branch activities are completed accurately and in accordance with established banking standards.</p><p>• Review, track, and communicate operational issues affecting core banking processes, escalating recurring or high-impact concerns to leadership as needed.</p><p>• Identify weaknesses in workflows, procedures, or controls and recommend improvements that support operational effectiveness and compliance.</p><p>• Assist with training and coaching branch personnel on proper process execution, policy adherence, and documentation expectations.</p><p>• Support the preparation and review of branch-related reports and operational records to promote accuracy and consistency across locations.</p><p>• Maintain strong internal service levels by building productive relationships with branch employees and responding to questions with professionalism and urgency.</p><p>• Travel to branch offices when needed to provide hands-on operational support, guidance, and follow-up.</p><p>• Perform all responsibilities in alignment with bank policies and applicable state and federal regulatory requirements.</p>
  • 2026-10-26T19:58:48Z