<p><b>Growing and expanding company located in beautiful Santa Cruz County has new opportunity with great salary, benefits and perks! </b></p><p>The primary objective of this role is to support customer engagement and grow the customer base in alignment with organizational goals. The position entails general sales activities, leveraging core competencies to investigate, identify, and develop new business opportunities across established and emerging markets and applications.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and manage offers and quotations for prospective and current customers involving both existing and new products.</li><li>Represent the organization at trade shows, conferences, and seminars to promote offerings and build customer relationships.</li><li>Conduct in-person visits to both existing and potential clients to ensure satisfaction and identify new business opportunities.</li><li>Efficiently input customer data into CRM systems (e.g., Salesforce) and ensure prompt entry of sales orders into production systems.</li><li>Identify and capitalize on growth opportunities to expand the organization’s footprint in new and existing markets.</li><li>Collaborate with engineering teams to ensure seamless transition from prospect to customer and proper alignment with technical specifications.</li><li>Collect market data and compile reports on trends, growth opportunities, and the impact of ongoing efforts to management.</li><li>Conduct contract reviews to ensure accuracy (e.g., terms and conditions, export regulations, etc.).</li><li>Oversee billing and occasional shipping activities as necessary.</li></ul><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also) </p>
<p>As a Facility Support Specialist, you will play a key role in enhancing the experience of our employees and visitors. The role involves overseeing a wide array of responsibilities like managing event setup and tear down, maintaining conference rooms, coordinating employee relocations, and carrying out facility maintenance tasks. This dynamic role requires you to maintain the smooth functioning of our facility and contribute significantly to creating a safe, neat, and welcoming environment for all our employees and guests.</p><p><br></p><p>Essential Functions and Responsibilities:</p><ul><li>Event management: Arrange furniture, setup audiovisual equipment, coordinate with event organizers, and maintain cleanliness and organization of the event space.</li><li>Conference room upkeep: Restock supplies, conduct routine checks to make sure the rooms are neat, organized, and fully functional.</li><li>Employee relocation: Coordinate and execute the setting up of workstations and shifting of office furniture.</li><li>Facility support: Attend to requests and issues, perform routine maintenance tasks, and oversee the inventory of facility supplies.</li><li>Facility Maintenance: Conduct regular maintenance checks and power washing to maintain cleanliness and comply with safety and company regulations.</li><li>Building inspections: Conduct regular inspections to ensure safety and operational standards, report issues, and work with relevant departments on fixing those issues.</li><li>Work order management: Manage, prioritize and track progress of work order tickets, provide regular updates to employees for smooth facility operations.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Operations Specialist to join our team in San Francisco, California. In this long-term part-time contract position, you will play a vital role in ensuring the smooth day-to-day functioning of office operations. The ideal candidate is proactive, organized, and possesses strong communication skills to collaborate effectively with vendors, contractors, and internal staff.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support, including document management, filing, and general office tasks.</p><p>• Manage office pantry and kitchen supplies by placing regular grocery orders and maintaining stock levels.</p><p>• Proactively monitor and reorder office supplies to ensure availability when needed.</p><p>• Handle mail operations such as sorting, distributing, and preparing outgoing shipments.</p><p>• Execute various operational tasks based on business needs, adhering to established procedures and checklists.</p><p>• Coordinate with service providers for cleaning and maintenance tasks as required.</p><p>• Maintain accurate records of office expenses, supply orders, and operational activities.</p><p>• Communicate with external vendors and contractors to ensure timely service delivery and problem resolution.</p><p>• Facilitate smooth operations by collaborating with team members and addressing ad hoc operational needs.</p>
<p>The Inventory Specialist oversees inventory accuracy, forecasts demand, and works with cross-functional teams to ensure a continuous supply of products or materials.</p><p><br></p><p><strong><em>Key Responsibilities:</em></strong></p><ul><li>Perform regular cycle counts and comprehensive audits of inventory.</li><li>Analyze variances and investigate root causes of discrepancies.</li><li>Collaborate with purchasing, logistics, and warehouse teams for inventory planning.</li><li>Utilize inventory management software to track stock movement and generate reports.</li><li>Identify and implement process improvements to reduce waste or shrinkage.</li><li>Train staff on inventory control procedures and best practices.</li></ul><p><br></p>
<p>Become an Entry-Level Accountant with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· </p><p><br></p>
<p>Become an Entry-Level Accountant with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p>We are looking for a meticulous and experienced Accounts Payable Specialist to join our team on a long-term contract basis in San Francisco, California. In this role, you will handle crucial financial processes, including invoice management and payment operations, ensuring accuracy and compliance with company policies. This position requires someone who is detail oriented and has a strong understanding of accounts payable procedures, particularly in D2C eCommerce and consumer packaged goods industries.</p><p><br></p><p>Responsibilities:</p><p>• Process and review both purchase order (PO) and non-PO invoices, ensuring accurate coding and compliance.</p><p>• Coordinate with internal teams to address and resolve discrepancies related to purchase orders and vendor issues.</p><p>• Facilitate the timely approval and processing of payments for invoices.</p><p>• Maintain organized and accurate records of all accounts payable transactions.</p><p>• Support month-end closing activities by preparing reports and performing reconciliations.</p><p>• Ensure adherence to internal controls and company policies throughout all accounts payable operations.</p><p>• Assist with special projects and ad-hoc tasks within the finance department.</p><p>• Collaborate with colleagues to improve efficiency in accounts payable workflows and systems.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help improve processes to enhance the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).</li><li>Communicate with clients and custodians to resolve operational issues.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after 6 months.</li><li>Three weeks paid vacation + separate sick days.</li></ul>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p><strong>Responsibilities and Duties</strong></p><p><strong>Procurement Research and Evaluation:</strong></p><ul><li>Research, identify, and evaluate the price, quality, and availability of goods and services.</li><li>Negotiate purchase and renewal terms, pricing, and indemnification language.</li><li>Utilize efficient and cost-effective procurement practices to select appropriate vendors or service providers for the district.</li><li>Build and maintain positive relationships with vendors, District employees, and community partners.</li><li>Coordinate demonstrations with vendors to showcase relevant materials, products, and services.</li><li>Review, identify, and obtain certificates of insurance, including general liability, auto, workers’ compensation, errors and omissions, and other required certifications.</li><li>Audit vendor documentation and coordinate with the district's insurance carrier to issue certificates for off-campus site usage as needed.</li><li>Analyze purchase requisitions to determine the appropriate buying method, ensuring compliance with competitive and sole source regulations.</li><li>Process and reconcile requisitions for accuracy and adherence to District procedures and applicable laws, safeguarding the district from risk.</li><li>Assist in the development of credit applications, contractual documents, public works contracts, formal bids, and requests for quotations or proposals.</li><li>Manage and audit inventory; generate reports related to asset management.</li><li>Input procurement data into spreadsheets and databases; generate computerized reports and records related to procurement and contract functions.</li><li>Create and maintain vendor files to ensure accurate record keeping.</li><li>Generate and manage a list of prequalified suppliers for Public Works projects as required under the California Uniform Construction Cost Accounting Act (CUPCCAA).</li><li>Train and oversee student employees assisting with procurement tasks.</li><li>Train and communicate procurement and contract policies to financial system users; assist requestors with entering purchase requisitions.</li><li>Serve as liaison between District staff and suppliers to resolve discrepancies, including late, incorrect, or damaged shipments, outstanding orders, back orders, and invoice inconsistencies.</li><li>Verify and confirm receipt of materials.</li></ul>
<p>We are looking for a detail-oriented Data Entry Clerk to join our team in San Francisco, California. In this contract role, you will be responsible for accurately inputting and managing data to ensure the integrity and accessibility of company records. This position is ideal for someone who is highly organized, skilled in data entry, and comfortable working with computer systems.</p><p><br></p><p>Responsibilities:</p><p>• Enter, update, and maintain information in company databases with a high level of accuracy.</p><p>• Verify and cross-check data for completeness and correctness.</p><p>• Organize and categorize records to ensure efficient data management.</p><p>• Handle numeric and text-based data entry tasks.</p><p>• Perform routine audits of entered data to identify and correct errors.</p><p>• Collaborate with team members to ensure timely completion of data-related tasks.</p><p>• Adhere to company policies and procedures for data handling and security.</p><p>• Assist in generating reports based on compiled data.</p><p>• Manage tasks efficiently to meet deadlines in a fast-paced environment.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013348915 **</p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
We are looking for a skilled Accounts Payable Specialist to join our team on a contract basis in Menlo Park, California. The ideal candidate will bring expertise in full cycle accounts payable processes and possess proficiency in NetSuite accounting software. You will play a key role in ensuring the accuracy and efficiency of vendor payments, reconciliations, and supporting month-end closing activities.<br><br>Responsibilities:<br>• Oversee the complete accounts payable cycle, including invoice entry, coding, matching, approvals, and payment processing.<br>• Process vendor invoices and employee expense reports promptly and accurately, adhering to company policies.<br>• Maintain detailed vendor records and resolve any discrepancies with vendors or internal teams.<br>• Prepare and execute weekly check runs, wire payments, and Automated Clearing House (ACH) transfers.<br>• Reconcile accounts payable sub-ledger with the general ledger and contribute to account reconciliations.<br>• Assist with month-end and year-end closing tasks by preparing schedules and reports.<br>• Utilize NetSuite to perform data entry, generate financial reports, and manage accounts payable documentation.<br>• Identify opportunities to improve accounts payable procedures and strengthen internal controls.<br>• Provide support to the accounting team as needed, ensuring smooth financial operations.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p>The Accounts Payable (AP) Specialist will be responsible for managing the accounts payable function including processing a high volume </p><p>of invoices, reconciling vendor accounts, and working closely with and vendors to ensure timely and accurate payments. </p><p><br></p><p>Responsibilities:</p><p>-Process full cycle AP for over 500 invoices per month</p><p>-Match invoices to purchase orders to verify accuracy before processing payments </p><p>-Track and manage invoice approvals across multiple entities </p><p>-Ensure vendor invoices are coded accurately to the general ledger account</p><p>-Maintain vendor records and ensure all required documentation (e.g., W-9s, insurance </p><p>certificates, service contracts) is current </p><p>-Reconcile vendor statements and resolve any discrepancies or billing issues promptly </p><p>-Process weekly payments via check, ACH, or wire transfer in accordance with payment terms. </p><p>-Review invoice dashboard daily to move invoices through appropriate workflows and follow up </p><p>internally to ensure payments are made on time </p><p>-Process intercompany payments on monthly basis </p><p><br></p><p><br></p>
<p>The Warehouse Operations Specialist ensures efficient, safe, and accurate handling, storage, and shipping of products within a warehouse environment.</p><p><br></p><p><strong><em>Key Responsibilities:</em></strong></p><ul><li>Oversee daily warehousing activities, including receiving, picking, packing, and shipping.</li><li>Maintain accurate records of inventory transactions and shipments.</li><li>Operate and maintain warehouse equipment and safety systems.</li><li>Supervise and support warehouse associates on processes and tasks.</li><li>Conduct regular inspections to ensure compliance with safety and quality standards.</li><li>Assist in process optimization for productivity and space utilization.</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Specialist with NetSuite expertise is responsible for managing the end-to-end accounts payable process, ensuring accuracy, timeliness, and compliance. Key responsibilities include invoice processing, vendor management, payment execution, and account reconciliations using NetSuite. The ideal candidate leverages NetSuite’s automation features to improve workflow efficiency, collaborates with internal teams and vendors, and contributes to ongoing process improvements.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process vendor invoices and expense reports in NetSuite, verifying accuracy and completeness</li><li>Schedule and execute payments while monitoring due dates</li><li>Reconcile AP accounts and resolve discrepancies promptly</li><li>Maintain accurate records of all transactions, ensuring compliance with company policies</li><li>Communicate with vendors to resolve issues and maintain good relationships</li><li>Support month-end and year-end close activities for accounts payable</li><li>Collaborate with finance, procurement, and operations staff to optimize AP processes</li><li>Recommend and implement process improvements leveraging NetSuite automation</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Specialist with Ramp experience is responsible for managing the full cycle of accounts payable, including invoice processing, expense management, vendor communication, payment disbursement, and reconciliations using Ramp. This role leverages Ramp’s automation features to streamline AP processes, improve accuracy, and enhance workflow efficiency. The AP Specialist collaborates with internal teams and vendors to ensure timely payments and compliance with company policies.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and review invoices and expense reports using Ramp.</li><li>Manage vendor payments and resolve payment discrepancies.</li><li>Reconcile AP accounts and maintain accurate records.</li><li>Ensure compliance with internal controls and company policies.</li><li>Collaborate with procurement and finance teams to optimize workflows.</li><li>Support month-end and year-end AP close activities.</li><li>Recommend and implement process improvements utilizing Ramp features.</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Accounts Payable Specialist with automation/AI expertise is responsible for managing the full cycle of accounts payable, including invoice processing, expense management, vendor payments, and reconciliations, while leveraging automation and AI tools to optimize workflow efficiency and accuracy. The ideal candidate will utilize advanced AP technologies, collaborate cross-functionally, and help drive process improvements, ensuring timely and compliant payments to vendors.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and review invoices using automation and AI-based platforms.</li><li>Manage vendor payments and resolve payment discrepancies efficiently.</li><li>Reconcile AP accounts and maintain accurate documentation.</li><li>Identify, recommend, and help implement process improvements leveraging automation/AI features.</li><li>Ensure compliance with internal controls and company policies.</li><li>Collaborate with procurement, finance, and technology teams to streamline AP processes.</li><li>Support month-end and year-end AP close activities.</li></ul><p><br></p>
<p>Our Oakland, CA banking client is seeking an IT Support Specialist to join their team. In this role, you will ensure efficient operation of network, computer, and telecommunication resources with a strong focus on customer service. Responsibilities include installing and maintaining hardware/software, updating mobile device policies, performing preventative maintenance, user access management, troubleshooting, backup procedures, IT audit support, and providing after-hours support as needed.</p><p><br></p><p>This role is 5 days a week onsite in Oakland, CA.</p>
<p>This role sits within a global digital advertising organization and focuses on driving lower-funnel campaign performance, enabling sellers, and optimizing media strategies for key verticals including Retail, CPG, and Emerging markets.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>Account Support</p><ul><li>Partner with sellers on campaign strategy, structure, product adoption, and performance</li><li>Focus on Retail, CPG, and Emerging verticals</li><li>Support lower funnel performance solutions and enterprise sellers</li><li>Provide strategic and technical guidance on direct account work</li><li>Push back and collaborate with senior leaders</li></ul><p>Education & Enablement</p><ul><li>Adapt enterprise-level training for S& B advertisers</li><li>Support new product rollouts</li><li>Enable sellers to pitch performance products and best practices at scale</li></ul><p>Strategic Ownership</p><ul><li>Own the S& B strategy for North America</li><li>Work independently</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a highly organized and detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. This is a contract position, offering an excellent opportunity to contribute to essential financial operations while gaining experience in a dynamic and fast-paced environment. The ideal candidate will bring expertise in invoice processing, vendor management, and expense tracking, ensuring seamless support during a maternity leave period.<br><br>Responsibilities:<br>• Manage vendor onboarding processes, including collecting essential information and ensuring compliance with required documentation.<br>• Review and verify W9 forms to maintain regulatory compliance.<br>• Communicate with clients to receive invoices and confirm accuracy before submission.<br>• Facilitate invoice approvals and ensure timely payments.<br>• Handle expense management tasks using Ramp, ensuring accurate tracking and reporting.<br>• Conduct periodic reviews of invoices for creators and vendors to ensure accuracy and alignment with company policies.<br>• Utilize GL codes effectively to categorize transactions and maintain accurate records.<br>• Assist in transitioning vendor management processes from Bill.com to Ramp, ensuring smooth integration.<br>• Collaborate with team members to address any discrepancies or issues related to accounts payable processes.
We are looking for a detail-oriented Payroll Specialist to join our team in San Rafael, California. In this long-term contract position, you will play a vital role in managing payroll processes, ensuring accuracy in financial records, and supporting various accounting functions. If you thrive in a fast-paced environment and have a passion for precision, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Process full-cycle accounts payable, ensuring all transactions are accurately recorded and managed.<br>• Prepare and manage payroll entries, including maintaining and verifying employee timecards.<br>• Conduct data entry tasks with a high level of accuracy and attention to detail.<br>• Create and post journal entries to maintain accurate financial records.<br>• Collaborate on the implementation and optimization of payroll systems and processes.<br>• Handle automated payroll operations to streamline and ensure timely payments.<br>• Perform check runs and review payment batches for compliance and correctness.<br>• Support financial reporting and assist with month-end close activities as needed.<br>• Maintain organized and up-to-date documentation related to payroll and accounts payable.<br>• Communicate effectively with team members to resolve discrepancies and ensure smooth operations.
<p><strong>Client Service Specialist – Wealth Management</strong></p><p><strong>$80–90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid)</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with highly personalized service, and they’re looking for someone who enjoys being the operational backbone of the client experience.</p><p><strong>Why This Role?</strong></p><p>If you’re detail-oriented, enjoy helping people, and love keeping a fast-moving team organized, this is a great fit. The work is service-focused, operational, and essential to keeping client relationships running smoothly.</p><p><strong>What You’ll Do</strong></p><ul><li>Handle day-to-day client requests: money movement, account updates, forms, DocuSign, and follow-ups</li><li>Coordinate reports and meeting prep with the Client Service team</li><li>Communicate with clients by phone/email to resolve service questions</li><li>Work directly with custodians (Schwab, Fidelity, Pershing) to manage paperwork and requests</li><li>Support account openings, transfers, RMDs, distributions, donations, and cost-basis research</li><li>Keep CRM and portfolio systems updated and accurate</li><li>Assist with quarterly reporting and general service workflows</li></ul><p><br></p>
