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1000 results for Attorney in Secondary
- Seattle, WA
- remote
- Permanent / Full Time
- 200000.00 - 350000.00 USD / Yearly
- <p>We are looking for an accomplished <strong>Chief Compliance Officer</strong> to guide enterprise-wide compliance strategy for a private investment firm operating across the United States. This executive will serve as a key advisor to senior leadership on regulatory risk, securities compliance, and business practices in a highly regulated environment. This role is well suited for a compliance professional with deep experience supporting private funds and broker-dealer activities.</p><p><br></p><p>The salary range for the role is flexible but estimated between 200-275k DOE with an additional yearly bonus. They offer a full benefits package, including medical, dental, vision and life insurance, 401k with 4% match, 3-4 weeks PTO/sick leave, 7 paid holidays, paid CLE and bar dues and other perks.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s compliance and risk management program, ensuring alignment with applicable securities laws and regulatory expectations.</p><p>• Advise executive leadership and revenue-focused teams on regulatory obligations, business risk, and compliant operating practices.</p><p>• Lead, mentor, and oversee compliance staff, including paralegal support, while partnering closely with internal legal leadership.</p><p>• Serve as a primary point of contact for external counsel and coordinate legal and compliance matters requiring outside expertise.</p><p>• Develop, refine, and enforce policies, controls, and monitoring processes related to private fund offerings and investment advisory activities.</p><p>• Oversee filings, disclosures, and compliance processes associated with regulations such as Regulation D, Regulation S, and applicable Blue Sky requirements.</p><p>• Assess emerging compliance risks and recommend practical mitigation strategies.</p>
- 2026-10-29T19:13:48Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000.00 - 115000.00 USD / Yearly
- <p>We are looking for a Billing Specialist to support accurate invoicing and timely account follow-up. This position plays an important role in maintaining organized billing records, preparing customer statements, and helping ensure payments are processed efficiently. The ideal candidate is comfortable working with computerized billing tools and can communicate clearly when addressing account questions or outstanding balances.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and process client invoices, including complex billing arrangements, adjustments, and e-billing.</li><li>Manage invoice posting, accounts receivable updates, and billing payment coordination.</li><li>Support electronic billing setup, rate maintenance, and client billing compliance.</li><li>Handle billing analysis, special projects, fee petitions, and financial reporting requests.</li><li>Maintain cost recovery, disbursement tracking, and billing-related records.</li><li>Assist with month-end close, billing audits, time transfers, and error corrections.</li><li>Update client, matter, rate, and billing information within accounting systems.</li><li>Provide billing reports, user support, and collaborate with attorneys, staff, and clients.</li></ul>
- 2026-10-28T16:38:46Z
- Ambler, PA
- onsite
- Permanent / Full Time
- 80000.00 - 120000.00 USD / Yearly
- <p>Robert Half is seeking a Billing Administrator to oversee legal and insurance-related billing operations for our client's team. This Billing Administrator position is ideal for someone who can manage invoice activity with precision, navigate electronic billing platforms confidently, and partner effectively with internal stakeholders to keep accounts moving smoothly. The role requires strong follow-through, sound judgment, and a detailed approach to resolving billing issues while supporting accurate and timely revenue processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee the complete billing cycle, from invoice preparation through final submission, with a focus on accuracy and timeliness.</li><li>Submit and track invoices through client e-billing portals, ensuring documentation is entered correctly and processed without unnecessary delays.</li><li>Manage insurance appeal activity by responding to denials, addressing disputed charges, and following through until resolution.</li><li>Audit billing entries and supporting data to identify inconsistencies, then work with attorneys and internal partners to correct issues.</li><li>Monitor invoice progress, payment updates, and aged balances to help maintain healthy receivables.</li><li>Apply client-specific billing rules and legal invoicing standards to reduce rejections and maintain compliance.</li><li>Keep organized billing records and generate reports that support visibility into billing performance and account status.</li><li>Partner with cross-functional teams to streamline billing workflows and improve collection outcomes.</li></ul>
- 2026-10-30T15:53:45Z
- Milly Valley, CA
- remote
- Permanent / Full Time
- 150000.00 - 225000.00 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>An established Bay Area wealth management and multi-family office is seeking an experienced <strong>Tax Manager</strong> to launch and lead a newly established tax practice. Managing approximately $2B in assets, the firm works with an exclusive client base of ultra-high-net-worth individuals, including technology entrepreneurs, venture capital investors, and senior executives.</p><p>This is a unique opportunity for a hands-on tax professional to take ownership of a growing function from the ground up. You will play an instrumental role in developing the firm's tax capabilities, providing comprehensive tax preparation and strategic planning services while working closely with the investment, wealth management, and family office teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the preparation and technical review of complex individual, trust, gift, and entity tax returns, including Forms 1040, 1041, 709, 1065, and 1120-S.</li><li>Develop and implement customized tax strategies for high-net-worth families with complex financial structures and multistate filing requirements.</li><li>Advise clients on sophisticated tax matters, including Qualified Small Business Stock (QSBS), equity compensation, partnership taxation, charitable giving, tax-loss harvesting, and estimated tax obligations.</li><li>Serve as a trusted tax advisor, collaborating directly with clients, estate planning attorneys, investment professionals, and external accounting partners.</li><li>Manage federal and state tax correspondence, notices, and related resolution matters.</li><li>Integrate tax planning into clients' broader financial strategies, including investment portfolios, liquidity needs, cash flow projections, and estate planning.</li><li>Establish the practice's tax technology infrastructure, selecting software, developing efficient workflows, and incorporating AI-driven solutions where appropriate.</li><li>Implement internal controls, regulatory compliance standards, and quality assurance procedures to support the practice.</li><li>Take an active role in shaping the department's long-term strategy, including identifying future hiring needs and opportunities for expansion.</li></ul><p><br></p>
- 2026-11-12T01:04:45Z
- Latham, NY
- onsite
- Permanent / Full Time
- 55000.00 - 65000.00 USD / Yearly
- <p>We are looking for an Administrative Assistant to handle Billing to support a permanent role in New York. This position is ideal for someone who can manage invoicing with precision, communicate effectively with legal and administrative teams, and maintain high standards of confidentiality. The successful candidate will help keep billing operations organized, accurate, and aligned with client expectations while contributing to overall process efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the billing process from initial draft preparation through final invoice delivery, ensuring each step is completed accurately and on schedule.</p><p>• Examine time entries and reimbursable expenses submitted by attorneys and paralegals to confirm completeness, accuracy, and proper billing treatment.</p><p>• Partner with legal staff and firm leadership to implement invoice revisions, special client arrangements, and matter-specific billing instructions.</p><p>• Prepare and transmit invoices through electronic billing portals when client submissions require online processing.</p><p>• Review invoices against client billing rules and outside counsel guidelines to help reduce rejections and payment delays.</p><p>• Apply approved edits, reductions, and corrections to billing records while maintaining clear documentation of changes.</p><p>• Address billing-related questions from clients and internal stakeholders in a timely, thorough, and service-focused manner.</p><p>• Maintain current and accurate client and matter data within billing and practice management systems.</p><p>• Produce recurring billing summaries and reports to support leadership visibility into billing activity and performance.</p><p>• Identify and recommend practical improvements that enhance billing accuracy, workflow consistency, and operational efficiency.</p>
- 2026-10-30T16:04:15Z
- Wilmington, DE
- onsite
- Permanent / Full Time
- 85000.00 - 95000.00 USD / Yearly
- <p>Our client a renowned plaintiff corporate litigation law firm is currently seeking a Litigation Paralegal to support a busy legal team handling complex commercial disputes in Wilmington, Delaware. This role is ideal for a detail oriented individual who is comfortable coordinating filings, organizing case materials, and helping attorneys stay prepared for each stage of litigation. The position offers the opportunity to contribute to matters before the Delaware Court of Chancery while managing deadlines and maintaining high standards.</p><p><br></p><p>Interested candidates with Delaware corporate litigation experience who want to be considered immediately should reach out to Kevin Ross with Robert Half in Philadelphia. </p><p><br></p><p><br></p>
- 2026-11-11T14:58:17Z
- Marlborough, MA
- onsite
- Temporary / Contract
- 23.75 - 30.00 USD / Hourly
- We are looking for a detail-oriented Paralegal to support residential real estate matters in Massachusetts. This is a part-time Contract position suited for someone who can help manage closing-related activities and maintain accurate legal documentation throughout the transfer process. The ideal candidate brings hands-on experience in real estate transactions and can work effectively in a fast-paced legal environment.<br><br>Responsibilities:<br>• Coordinate documentation and file preparation for residential real estate transfers from intake through closing<br>• Review legal records, transaction materials, and supporting documents to help ensure complete and accurate files<br>• Assist with eClosing activities, including organizing digital closing packages and supporting execution workflows<br>• Communicate with attorneys, clients, lenders, and other parties to keep transactions moving on schedule<br>• Track deadlines, resolve routine document issues, and follow up on missing information as needed<br>• Conduct basic case and property-related research to support transaction readiness and closing requirements
- 2026-10-16T13:23:42Z
- Alameda, CA
- onsite
- Permanent / Full Time
- 90000.00 - 91000.00 USD / Yearly
- <p>We are looking for a skilled Legal Secretary to join a midsized firm in the East Bay. This role requires a detail-oriented individual with substantial experience in litigation matters, ideally with exposure to labor and employment cases. You will play a critical role in supporting attorneys through administrative tasks, document preparation, court filings, and calendar management. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Draft and format legal documents, including correspondence, reports, pleadings, and memoranda, using word processing software.</p><p>• File legal documents electronically and physically with district and federal courts, as well as administrative agencies, ensuring compliance with rules and deadlines.</p><p>• Manage schedules and deadlines by maintaining calendar and docket systems, sending reminders, and organizing appointments.</p><p>• Handle incoming phone calls, take detailed messages, and route calls appropriately.</p><p>• Coordinate outgoing mail and deliveries to ensure timely distribution.</p><p>• Organize and maintain client files, ensuring all documents are appropriately indexed and accessible.</p><p>• Assist with travel arrangements, including booking flights, accommodations, and other logistics.</p><p>• Conduct research on state and federal court rules and procedures as needed.</p><p>• Train new team members on office procedures and specialized software.</p><p>• Communicate with courts, clients, co-counsel, opposing counsel, and arbitrators to schedule hearings, arbitrations, and other events.</p>
- 2026-11-12T21:48:45Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 85000.00 - 120000.00 USD / Yearly
- <p>Legal Assistant to join our team in San Francisco, California.</p><p><br></p><p>Duties: </p><ul><li>Prepare pleadings, motions, briefs, discovery materials. </li><li>TOCs and TOAs</li><li>Electronic and paper filing </li><li>Prepare binders and document production </li><li>Provide administrative assistance on complex litigation processes and deadlines</li><li>Support attorneys with time management tasks, time entry and billing coordination </li></ul>
- 2026-11-10T21:48:44Z
- Buffalo, NY
- onsite
- Permanent / Full Time
- 65000.00 - 72000.00 USD / Yearly
- <p><strong>Robert Half Permanent Placement</strong> is excited to partner with a great Not-for-Profit in <strong>Buffalo, NY</strong> on their search for an experienced <strong>HR Generalist</strong>. Starting salary is <strong>$65,000 - $72,000 </strong>depending on experience and includes a comprehensive benefits and perks package. This opportunity is ideal for a well-rounded HR professional who is passionate about supporting employees, ensuring compliance, and creating a positive onboarding and workplace experience within a mission-driven educational organization. </p><p><br></p><p><strong>Responsibilities include but are not limited to:</strong></p><p><br></p><p>• Coordinate the full-cycle recruiting process, including online job postings, interviews, reference checks, offers, and onboarding activities</p><p> • Manage the hiring and onboarding process for new employees, ensuring completion of background checks, required documentation, and a smooth day one experience</p><p> • Issue offer letters as well as job and salary change letters in alignment with leadership approval</p><p> • Coordinate benefits administration, including open enrollment, employee communication, deductions, records management, and collaboration with the benefits broker</p><p> • Support compliance with ACA requirements and all applicable federal, state, and local employment regulations</p><p> • Coordinate employee leave and accommodation processes while maintaining clear communication and accurate employee status updates</p><p> • Partner with the Payroll Specialist to support semi-monthly and weekly payroll processing</p><p> • Manage termination documentation related to benefits and ensure employee records are properly closed out</p><p> • Develop and deliver HR trainings, including open enrollment and required New York State trainings</p><p> • Investigate employee grievances and harassment claims and support consistent application of policies, procedures, and corrective action</p><p> • Serve as the Civil Rights Compliance Officer and Title IX Coordinator</p><p> • Prepare HR reports for administrators and central office staff as needed</p><p> • Maintain personnel files in accordance with state and federal law</p><p> • Partner with administration and legal counsel to update the employee handbook and support personnel-related matters</p><p> • Serve as a primary liaison with attorneys regarding personnel issues</p>
- 2026-11-10T20:14:07Z
- Midland, TX
- onsite
- Permanent / Full Time
- - USD / Yearly
- Commercial Loan Processor Midland, TX | permanent | Onsite About the Opportunity A well-established community bank in Midland is seeking a detail-oriented Commercial Loan Processor to join its lending team. This position plays a critical role in supporting commercial lenders by ensuring loan files are complete, accurate, and compliant throughout the approval and closing process. If you thrive in a fast-paced environment, enjoy working with financial documentation, and take pride in delivering exceptional service to both internal teams and customers, we'd love to hear from you. Key Responsibilities Process commercial loan applications from approval through closing Review loan documentation for accuracy, completeness, and compliance Coordinate with lenders, customers, title companies, attorneys, and other third parties to obtain required documentation Order and track appraisals, title work, insurance certificates, and financial information Prepare loan packages and closing documentation Ensure loan files adhere to bank policies, regulatory requirements, and internal procedures Maintain accurate records and loan tracking systems Assist with loan renewals, modifications, and ongoing portfolio maintenance Communicate effectively with borrowers and internal stakeholders throughout the loan process Qualifications Previous experience in commercial loan processing, loan operations, banking, or a related financial services role preferred Understanding of commercial loan documentation and lending practices Strong attention to detail and organizational skills Ability to manage multiple loan files and deadlines simultaneously Proficiency with Microsoft Office and banking software systems Excellent communication and customer service skills High level of professionalism and confidentiality What We're Looking For The ideal candidate is proactive, highly organized, and committed to delivering a high-quality customer experience. This role is perfect for someone who enjoys working behind the scenes to ensure a smooth and efficient lending process while supporting a growing commercial banking team. Benefits Competitive salary Comprehensive benefits package Paid time off and holidays Retirement benefits detail oriented development opportunities Stable, team-oriented work environment
- 2026-11-10T16:38:42Z
- Washington, DC
- onsite
- Permanent / Full Time
- 115000.00 - 120000.00 USD / Yearly
- <p>Senior Billing Coordinator ~Law Firm Washington, D.C. hybrid</p><p>$115k, great benefits, excellent work-life balance!</p><p><br></p><p>My client is a well-established Law Firm located in downtown Washington, D.C. with a need for a Senior Billing Coordinator who will report directly to the Director of Billing and will be tasked with preparing client invoices, reconciling accounts, processing invoices using 3E system and assisting with collections and accounts receivables. Billing Coordinators with 3E experience are highly encouraged to apply. The Billing Coordinator will be responsible for the following duties:</p><p><br></p><p>• Prepare and distribute weekly, quarterly, and year-end reports for clients in 3E</p><p>• Apply firm and client-specific billing guidelines, ensure matter engagement letter compliance</p><p>• Effectively interact and communicate with attorneys, secretaries, and clients in a decentralized</p><p> billing environment.</p><p>• Manage client invoicing and regular collections activities including the generation of</p><p> accounts receivable reports monthly and reconciliations</p><p>• Assist with reviewing and verifying the accuracy of billing and supporting documentation as required</p><p>• Research and respond to inquiries regarding billing issues and problems</p><p>• Create new billing formats as needed</p><p>• Preparing Electronic billing, assisting with maintaining the ebilling</p><p><br></p><p>All interested candidates in this Billing Coordinator and other full-time permanent opportunities across the D.C. area please send your resume to Justin Decker via LinkedIn.</p><p><br></p><p><br></p>
- 2026-10-29T14:44:09Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 80000.00 - 110000.00 USD / Yearly
- <p>We are looking for a Patent Prosecution Paralegal to support a busy intellectual property practice in Minneapolis, Minnesota. This role focuses on managing U.S. and international patent prosecution matters, coordinating filings, and helping maintain accurate records across the patent lifecycle. The ideal candidate brings hands-on experience with patent applications, post-allowance activities, and deadline-driven paralegal support within a detail-oriented services environment. Paralegals in this group work in-office 1-2 days per week. Additional preferred office locations in Denver, Colorado and Salt Lake City, Utah.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Coordinate U.S. and foreign patent prosecution matters, including preparation and submission of filing documents and related correspondence.</p><p>• Assist with drafting, organizing, and filing patent application materials to support attorneys and inventors throughout the prosecution process.</p><p>• Monitor official deadlines, maintain docket accuracy, and follow up on pending actions to help keep matters on track.</p><p>• Prepare and process post-allowance documentation, ensuring required materials are completed and submitted in a timely manner.</p><p>• Support appeal-related patent matters by gathering records, organizing filings, and coordinating procedural requirements.</p><p>• Conduct patent due diligence reviews by examining prosecution histories, status information, and supporting documentation.</p><p>• Communicate with foreign associates, clients, and internal legal teams regarding filing requirements, status updates, and next steps.</p>
- 2026-11-12T17:38:44Z
- San Francisco, CA
- remote
- Temporary / Contract
- 45.00 - 55.00 USD / Hourly
- <p>A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
- 2026-11-09T16:58:43Z
- Princeton, NJ
- onsite
- Permanent / Full Time
- 120000.00 - 140000.00 USD / Yearly
- <p>We are looking for an experienced <strong>Tax Manager </strong>to join a client-focused team in Princeton, New Jersey. This role supports high-net-worth individuals and related entities through sophisticated tax compliance, planning, and financial reporting work. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to communicate clearly with clients, advisors, and internal stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage the preparation and submission of annual tax filings for individuals, partnerships, S corporations, gift tax matters, and private foundations.</li><li>Serve as a trusted point of contact for questions related to assets, liabilities, tax consequences of transactions, risk considerations, and estate planning coordination alongside legal counsel.</li><li>Develop forward-looking tax strategies that align with each client’s financial objectives, charitable goals, and estate planning priorities.</li><li>Partner with attorneys, employers, and other external advisors to address tax issues involving compensation, deferred income arrangements, equity awards, and related planning needs.</li><li>Produce or oversee recurring net worth statements, cash flow analyses, and customized financial reports using Excel and QuickBooks.</li><li>Support special client requests such as entity setup coordination, annual compliance-related filings, and transactions involving private foundation gifting.</li><li>Provide guidance on income tax exposure, residency and domicile considerations, charitable planning opportunities, and broader estate-related tax matters.</li></ul>
- 2026-11-09T15:13:42Z
- Fort Wayne, IN
- onsite
- Temporary to Hire
- 19.00 - 19.00 USD / Hourly
- <p>Robert Half is partnering with a well-established regional consumer finance organization that has served customers throughout the Midwest for decades. Known for its commitment to helping individuals access financing solutions and achieve financial stability, this growing company is seeking a detail-oriented <strong>Legal & Collections Assistant</strong> to join its team.</p><p>This is an excellent opportunity for someone with collections, legal support, bankruptcy processing, or compliance experience who is looking to build a long-term career with a stable and growing organization. Successful candidates will possess strong judgment, exceptional attention to detail, and a solid understanding of collection regulations and legal documentation.</p><p>Key Responsibilities</p><ul><li>Prepare and organize charged-off account files for legal review and processing.</li><li>Assist with bankruptcy administration, including proof of claim preparation and filing.</li><li>Maintain accurate account records and ensure proper documentation of account activity.</li><li>Process and post payments while ensuring data accuracy.</li><li>Coordinate and distribute legal documentation to attorneys and third-party partners.</li><li>Conduct outbound and inbound customer communications regarding account resolutions and payment arrangements.</li><li>Research account information and assist with customer location efforts as needed.</li><li>Maintain compliance with all applicable collection laws, consumer protection regulations, and company policies.</li><li>Support internal teams by providing timely updates on account status and legal proceedings.</li><li>Perform additional administrative and operational duties as assigned.</li></ul><p>What It Takes to Be Successful</p><p>The ideal candidate will bring a combination of legal support, collections experience, and regulatory awareness. This role requires someone who can navigate sensitive situations professionally while maintaining strict compliance standards.</p>
- 2026-11-09T13:28:42Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 150000.00 - 225000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
- 2026-11-09T05:53:41Z
- Wilkes-barre, PA
- onsite
- Permanent / Full Time
- 50000.00 - 100000.00 USD / Yearly
- <p>Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment strategies, building long-term client relationships, and helping clients achieve their financial goals through sound financial guidance and portfolio management.</p><p><br></p><p>The ideal candidate will possess strong relationship-building skills, a consultative approach, and a deep understanding of investment products, financial markets, and wealth management strategies.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a trusted advisor to clients by providing personalized investment and financial planning guidance.</li><li>Develop and maintain long-term client relationships through proactive communication and exceptional service.</li><li>Assess clients' financial objectives, risk tolerance, and investment preferences to create customized investment strategies.</li><li>Monitor and manage client portfolios, making recommendations based on market conditions and changing client needs.</li><li>Educate clients on investment options, retirement planning, wealth preservation, estate planning, and other financial matters.</li><li>Conduct regular portfolio reviews and provide ongoing performance updates.</li><li>Identify opportunities to grow assets under management through client referrals, networking, and business development activities.</li><li>Stay informed on market trends, economic developments, and industry regulations.</li><li>Ensure compliance with all regulatory requirements, fiduciary responsibilities, and company policies.</li><li>Collaborate with internal partners and external professionals, including accountants, attorneys, and financial planners, to provide comprehensive client solutions.</li><li>Maintain accurate client records, investment documentation, and reporting.</li></ul><p><br></p>
- 2026-10-09T07:44:02Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 80000.00 - 100000.00 USD / Yearly
- <p>Robert Half Legal is partnering with a mid-sized law firm located in downtown Chicago that's seeking to hire a Corporate & Real Estate Paralegal with at least 4+ years of experience to join their team. This Corporate & Real Estate Paralegal will be supporting a group of attorneys who handle corporate transactions/M& A, corporate governance & entity maintenance, and commercial real estate transactions. The ideal candidate will have experience with both corporate and commercial real estate but both is not required. This position is paying between $80-100K plus a yearly bonus and the firm operates on a hybrid WFH schedule (2x WFH per week). In addition, the firm offers a comprehensive benefits package including medical, dental, vision, PTO, 401k (3% match), LT Disability Insurance, and more. </p><p><br></p><p><strong><u>Corporate & Real Estate Paralegal Responsibilities:</u></strong></p><ul><li>Prepare, draft, and file formation and qualification documents for corporations, limited liability companies, and partnerships</li><li>Create organizational documents, including Articles of Incorporation, Bylaws, Operating Agreements and stock certificates</li><li>Draft Resolutions for various corporate actions</li><li>Prepare and file dissolution documents for all entity types</li><li>File annual reports</li><li>Maintain stock ledgers and corporate minute books</li><li>Obtain EINs for various entity types</li><li>Manage Registered Agent (RA) relationship and serves as primary liaison with said RAs</li><li>Manage the lifecycle of a Commercial Real Estate transaction, including tracking signatures and deal deliverables, transaction and managing closing documentation, and handling closing matters</li></ul><p><br></p><p>For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at <strong><u>justin . rambert @ robert half legal com</u></strong></p>
- 2026-10-12T14:03:57Z
- Seattle, WA
- onsite
- Permanent / Full Time
- 90000.00 - 125000.00 USD / Yearly
- <p><strong>FORTUNE 500 COMPANY</strong> seeking an experienced <strong>Real Estate Paralegal</strong> to join their growing in-house legal team. This is an excellent opportunity for a real estate professional seeking a sophisticated transactional practice, strong career stability, and exposure to large-scale real estate and land management projects nationwide.</p><p>The company offers competitive compensation, annual bonus opportunities, excellent benefits, a positive team culture, and a hybrid work schedule.</p><p><em>Responsibilities include:</em></p><ul><li>Review, draft, and prepare documents related to real estate transactions, including acquisitions, dispositions, easements, and other property agreements</li><li>Coordinate transactions from initiation through closing, working closely with attorneys, business leaders, title companies, and outside service providers</li><li>Review title commitments, surveys, legal descriptions, and due diligence materials</li><li>Support timberland and commercial real estate transactions, including land acquisitions, sales, leases, permits, and access agreements</li><li>Maintain transaction files and assist with process improvements and transaction management initiatives</li></ul><p><em>Compensation and Benefits:</em></p><p>The salary range for this position is $90,000 to $125,000. Annual incentive bonuses. Benefits available with this position include medical, dental, and vision coverage; life and disability insurance; participation in the company's 401(k) plan with company matching and additional employer contributions; 3 weeks of paid vacation; paid sick leave; paid holidays; paid parental leave; and transit benefits.</p><p><em>To apply confidentially, send your resume to Cindy[period]Dovinh[at]RobertHalf[period]com</em></p>
- 2026-10-13T20:38:48Z
- Wayne, PA
- onsite
- Temporary to Hire
- 24.00 - 27.00 USD / Hourly
- <p>We are seeking a detail-oriented Escrow Assistant to support the escrow team with real estate transactions. This role is responsible for managing administrative tasks, preparing and reviewing documents, coordinating with clients and third parties, and helping ensure files move efficiently from opening through closing.</p><p><br></p><ul><li>Assist escrow officers with opening, processing, and closing escrow files.</li><li>Prepare escrow documents, closing packages, and related correspondence.</li><li>Review files for accuracy, completeness, and compliance with internal procedures.</li><li>Order payoffs, title reports, tax information, and other transaction-related documentation.</li><li>Communicate with buyers, sellers, lenders, agents, and attorneys to obtain required information and provide status updates.</li><li>Schedule signings, closings, and follow-up activities.</li><li>Maintain organized file records and update information in escrow software and internal systems.</li><li>Support funding and post-closing activities as needed.</li></ul>
- 2026-11-06T17:04:43Z
- Concord, MA
- onsite
- Permanent / Full Time
- 110000.00 - 150000.00 USD / Yearly
- <p>Well respected Public Accounting Firm with a 30+ year history in the Concord, MA area with an excellent reputation is looking to hire a Tax Manager/Senior Tax Manager. This person will be part of 15-person team reporting into the managing principal. This position will be specializing in Trusts & Estates to manage fiduciary, estate, gift, and high-net-worth individual tax engagements.</p><p> </p><p>Key: Responsibilities: </p><ul><li>Prepare Forms 1041, 706, 709 and complex 1040 returns, depending on skill level reviewing returns also possible.</li><li>Advise clients on trust, estate, gift, questions.</li><li>Research complex tax issues and provide technical guidance.</li><li>Serve as a client contact and manage multiple engagements.</li><li>Mentor, train, and review the work of tax staff and seniors.</li><li>Collaborate with attorneys, financial advisors, trustees, and executors.</li></ul><p>Great opportunity for an experienced Tax Professional looking to join team friendly collaborative work environment, tenured staff, and great work/life balance culture. 100% paid Health Benefits along with a 4-day workweek offseason (June – Sept). They are mainly onsite but would be open to hybrid schedule as well. If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn.</p>
- 2026-11-06T14:28:40Z
- Sioux Falls, SD
- onsite
- Temporary to Hire
- 20.00 - 21.00 USD / Hourly
- <p>We are looking for a Claims Representative to join a finance consulting team in South Dakota. This contract position with permanent potential is ideal for someone who enjoys helping customers, handling a steady volume of inbound calls, and delivering accurate support in a fast-paced environment. The role requires strong communication, dependable office skills, and comfort using customer service platforms to resolve questions efficiently.</p><p><br></p><ul><li>Serve as a primary point of contact for incoming claims-related calls and inquiries.</li><li>Deliver exceptional customer service to customers, beneficiaries, agents, attorneys, and other authorized parties.</li><li>Review and research account, policy, contract, and claim information to determine benefit eligibility and payment status.</li><li>Explain claims processes, requirements, and next steps clearly and professionally.</li><li>Accurately document customer interactions and maintain detailed records.</li><li>Investigate and resolve customer concerns, escalating complex issues when appropriate.</li><li>Navigate multiple systems and applications to gather information and process requests.</li><li>Maintain compliance with company policies, procedures, and applicable regulations.</li><li>Meet or exceed service, quality, productivity, and performance goals.</li><li>Collaborate with team members to ensure a positive customer experience and efficient workflow.</li><li>Participate in ongoing training, coaching, and process improvement initiatives.</li><li>Support special projects and other departmental responsibilities as needed.</li></ul><p><br></p>
- 2026-11-05T22:24:07Z
- Sacramento, CA
- remote
- Temporary to Hire
- 30.00 - 40.00 USD / Hourly
- <p>We are looking for a highly organized Calendar Clerk to support a busy law firm in Sacramento, California. This contract opportunity with permanent potential is ideal for someone who is meticulous with deadlines, comfortable working in a legal environment, and committed to keeping case activity accurate and up to date. In this role, you will help ensure attorneys and support staff have clear visibility into upcoming events, filings, and required follow-up actions. You will also provide light front-office support by helping manage incoming calls as needed.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Maintain the firm’s master calendar by entering and revising court dates, filing deadlines, hearings, motions, and related case events.</li><li>Track trial settings, continuances, and all deadline adjustments that result from schedule changes.</li><li>Coordinate deposition scheduling and keep all calendaring records current when appointments are added, rescheduled, or removed.</li><li>Create reminders and follow-up alerts for important litigation activities, including notices, subpoenas, and meet-and-confer obligations.</li><li>Prepare recurring calendar summaries and team reports so legal staff can plan for upcoming matters.</li><li>Communicate with requesting team members to verify that new entries and updates have been completed accurately.</li><li>Review unclear or incomplete scheduling information proactively and raise questions before deadlines are entered.</li><li>Stay informed on California court rules, date-calculation requirements, and updates to calendaring tools used by the firm.</li><li>Assist with answering and routing incoming telephone calls to support front desk coverage when needed.</li></ul>
- 2026-11-05T18:53:43Z
- Boulder, CO
- onsite
- Temporary / Contract
- 20.00 - 21.00 USD / Hourly
- <p>We are looking for a<strong> Release of Information Specialist</strong> to join our team for a contract to permanent opportunity that is <strong>based Boulder, CO</strong>. The <strong>Release of Information Specialist</strong> role requires a detail-oriented individual who can effectively manage office operations while supporting healthcare-related functions. The <strong>Release of Information Specialist</strong> will play a pivotal role in ensuring smooth workflows and collaboration across teams.</p><p><br></p><p>Responsibilities:</p><p>• Review and validate requests for medical records to ensure proper authorization and compliance with HIPAA regulations.</p><p>• Utilize electronic health record (EHR) systems to locate, prepare, and distribute requested records.</p><p>• Maintain a detailed log of released records and ensure confidentiality throughout the process.</p><p>• Communicate effectively with patients, providers, and third-party requestors to clarify documentation and resolve inquiries.</p><p>• Ensure quality and accuracy in every step of the record release process.</p>
- 2026-10-29T19:53:45Z