We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
<p>We are looking for a detail-oriented Billing/ Payroll Clerk to join our team in Brentwood, California. This is a long-term contract position that requires someone with strong organizational skills to handle billing and customer service and payroll tasks effectively. The ideal candidate will be adept at managing billing processes and interacting with customers in a courteous and efficient manner, and working on payroll files to update. Previous ERP experience a must.</p><p><br></p><p>Responsibilities:</p><p>• Process billing statements accurately and within required timeframes.</p><p>• Handle billing collections and ensure payments are recorded promptly.</p><p>• Provide excellent customer service by addressing inquiries and resolving issues related to billing.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for billing records and reports.</p><p>• Work with ERP and other billing software to input and retrieve data effectively.</p><p>• Updating payroll files after system conversion, PDF usage key</p><p>• Maintain organized records of billing transactions and ensure compliance with company policies.</p><p>• Assist in preparing monthly and annual billing reports for review.</p><p>• Collaborate with other team members to improve billing processes and customer satisfaction.</p><p>• Troubleshoot and resolve discrepancies in billing statements.</p><p>• Ensure the confidentiality and security of sensitive customer billing information/</p>
We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. In this role, you will provide exceptional support to patients and medical staff, ensuring smooth operations and high-quality service. This is a long-term contract position offering an excellent opportunity to develop your skills in a collaborative healthcare environment.<br><br>Responsibilities:<br>• Handle incoming calls from patients and provide information regarding appointments, billing, and general inquiries.<br>• Manage patient scheduling, ensuring accurate and timely coordination of appointments.<br>• Verify medical insurance details and assist patients with understanding their coverage.<br>• Maintain and update patient records using electronic practice management systems.<br>• Conduct reminder calls to confirm appointments and reduce no-show rates.<br>• Collaborate with medical staff to support clinic operations and enhance physician efficiency.<br>• Utilize medical terminology to communicate effectively with patients and healthcare professionals.<br>• Operate office equipment and software to streamline administrative tasks.<br>• Deliver excellent customer service to foster positive patient relationships and uphold the clinic's reputation.
We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. In this role, you will provide exceptional support to patients and healthcare providers, ensuring smooth operations within a medical office setting. This is a long-term contract position, offering a consistent schedule and the opportunity to make a meaningful impact on patient care.<br><br>Responsibilities:<br>• Serve as the primary point of contact for patients, addressing inquiries and providing accurate information about medical services.<br>• Schedule patient appointments efficiently while ensuring proper documentation and compliance with clinic procedures.<br>• Verify medical insurance details and assist patients with billing inquiries to ensure transparency and satisfaction.<br>• Utilize electronic practice management systems to maintain accurate patient records and streamline office operations.<br>• Handle inbound calls professionally, offering assistance and resolving concerns in a timely manner.<br>• Support the medical team by managing administrative tasks and coordinating patient interactions.<br>• Conduct reminder calls for upcoming appointments, ensuring patients are informed and prepared.<br>• Facilitate patient check-in and check-out processes, maintaining a welcoming and organized environment.<br>• Collaborate with healthcare professionals to optimize clinic workflow and enhance patient experiences.<br>• Operate standard office equipment and software to complete daily administrative responsibilities effectively.
We are looking for an organized and customer-focused Workplace Coordinator to support daily building operations and enhance the experience for employees and visitors. This role blends reception responsibilities, facilities coordination, and event logistics to ensure a smooth and detail-oriented workplace environment. As a Contract to permanent position, this opportunity offers the chance to grow and contribute to a dynamic team in Santa Clara, California.<br><br>Responsibilities:<br>• Greet and assist visitors, manage check-in procedures, issue security badges, and uphold visitor protocols.<br>• Plan, coordinate, and execute on-site events, including meetings, conferences, and corporate gatherings, ensuring room setups, AV equipment, catering, and signage are handled effectively.<br>• Monitor common areas and meeting rooms for cleanliness and functionality, promptly submitting maintenance requests when needed.<br>• Work with vendors to arrange cleaning, catering, and other services to support workplace operations and events.<br>• Deliver exceptional hospitality and service to employees and guests, ensuring public spaces remain welcoming and detail-oriented.<br>• Organize calendars for meeting spaces and events, ensuring efficient scheduling and room availability.<br>• Maintain inventory levels for office and event supplies, restocking as needed to meet operational demands.<br>• Generate reports and documentation related to facilities and events, ensuring accurate and timely record-keeping.<br>• Support workplace operations by addressing incoming calls, dispatching tasks, and coordinating schedules as required.<br>• Serve as a point of contact for building-related inquiries, fostering effective communication across teams.
We are looking for a skilled Customer Service Representative to join our manufacturing team in San Leandro, California. This position offers a long-term contract opportunity and requires a proactive individual with strong administrative and organizational abilities. The ideal candidate will play a key role in supporting logistics coordination and ensuring smooth operations within the department.<br><br>Responsibilities:<br>• Manage daily administrative duties, including handling correspondence, organizing documents, and performing accurate data entry.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit reports, documents, and spreadsheets.<br>• Collaborate with the Customer Service team to address overflow tasks and improve operational efficiency.<br>• Communicate effectively with internal departments and external stakeholders to ensure timely follow-ups and resolutions.<br>• Maintain a positive and detail-oriented attitude while assisting with various departmental needs.<br>• Support logistics coordination by monitoring timelines and ensuring smooth workflows.<br>• Help streamline processes to enhance productivity and reduce inefficiencies.<br>• Provide exceptional service by addressing inquiries and resolving minor issues promptly.<br>• Actively contribute to the overall goals of the department through teamwork and initiative.
We are looking for a Customer Experience Specialist to join our team in Roseville, California. In this long-term contract role, you will play a key part in ensuring exceptional client experiences through effective communication, meticulous follow-through, and event coordination. This position is ideal for someone who thrives in a people-focused environment and is committed to delivering outstanding service.<br><br>Responsibilities:<br>• Provide administrative support to the associate advisor, ensuring all tasks are completed accurately and on time.<br>• Perform general office administration tasks, handling approximately 10% of your workload.<br>• Manage client interactions, including scheduling meetings, preparing for appointments, and following up afterward.<br>• Coordinate logistics for events such as retirement classes, seminars, and other gatherings with attendees.<br>• Serve as the first point of contact for clients, creating a welcoming and attentive environment.<br>• Deliver exceptional customer service by anticipating client needs and exceeding expectations.<br>• Organize calendars and schedules to ensure smooth operations and timely follow-ups.<br>• Assist with meeting preparation, ensuring all materials and details are ready for client-facing engagements.<br>• Contribute to the success of events by managing attendee lists and handling logistics.<br>• Foster positive relationships with clients and colleagues through strong communication and interpersonal skills.
<p>We are in the search for a meticulous Controller to become a part of our client's dynamic team in the agriculture industry based in the Stanislaus County. As the Controller, your primary role will be to manage our financial statements, oversee the accounting and customer service staff, and ensure compliance with regulatory and taxation laws. You will also play a crucial role in planning inventory counts and managing month-end close and budget planning. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and management of staff performing crucial accounting and customer service tasks.</p><p>• Analyze the company's revenues and expenses to provide valuable insights for decision-making processes.</p><p>• Prepare and manage monthly financial statements for multiple companies, including the necessary elimination entries.</p><p>• Ensure strict adherence to deadlines, regulations, and tax laws to maintain legal and corporate compliance.</p><p>• Supervise the month-end closing process and participate actively in budget planning.</p><p>• Plan and execute inventory counts and post variances to ensure accurate inventory records.</p><p>• Approve and prepare journal entries to ensure accurate financial records.</p><p>• Prepare comprehensive management reports as required to provide valuable insights to the team.</p><p>• Gather necessary support for audits to ensure compliance and accuracy.</p><p>• Undertake special projects and additional responsibilities as required to support the company's financial health.</p>
We are looking for a detail-oriented Shipping and Receiving Coordinator to join our team in Union City, California. In this role, you will oversee the scheduling and execution of shipping and receiving activities while ensuring seamless coordination with logistics, warehouse, and operations teams. This is a Contract to permanent position within the manufacturing industry, offering the opportunity to contribute to efficient material movement and inventory management.<br><br>Responsibilities:<br>• Coordinate shipping and receiving operations to ensure timely delivery and receipt of goods across warehouse locations.<br>• Collaborate with logistics and customer service teams to schedule outbound shipments based on inventory levels and production needs.<br>• Organize and update receiving schedules for incoming materials and packaging, maintaining records in line with company protocols.<br>• Provide detailed daily reports on shipments, receipts, transfers, and discrepancies to key stakeholders.<br>• Verify inventory availability for shipments by consulting inventory records or liaising with inventory control specialists.<br>• Prepare and review shipping documents for internal transfers and outbound deliveries, ensuring accuracy.<br>• Manage the flow of inbound, outbound, and transfer traffic by working closely with logistics, purchasing, production, and warehousing teams.<br>• Oversee scheduling platforms to set warehouse rules, carrier requirements, and shipment times.<br>• Assist with the reconciliation of inventory discrepancies and maintain data accuracy using inventory tracking systems.<br>• Analyze work processes and recommend improvements to enhance efficiency and quality of service.
<p>Amanda Warren is in search of a Director of Supply Chain to be a part of a dynamic team in Sacramento, California. This role focuses on overseeing all aspects of the supply chain operations, including procurement, inventory management, and vendor relations. You will be expected to align the supply chain functions with the organization's overall objectives, improve operational efficiency, and support company growth.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Lead and manage the entire supply chain functions to ensure smooth operations and efficiency.</p><p>• Collaborate with senior leadership to drive continuous improvement initiatives in the supply chain.</p><p>• Implement supply chain solutions that align with the business objectives and support company growth.</p><p>• Manage procurement processes to ensure the timely availability of materials and resources.</p><p>• Oversee inventory management to maintain optimal stock levels and minimize costs.</p><p>• Develop and manage relationships with vendors, ensuring quality service and cost-effectiveness.</p><p>• Monitor distribution processes to guarantee timely and accurate delivery of goods.</p><p>• Utilize ERP solutions and CRM tools to manage and track supply chain activities.</p><p>• Generate KPI reports to evaluate supply chain performance and identify areas for improvement.</p><p>• Ensure customer satisfaction by resolving inquiries and issues related to supply chain operations.</p>
<p>We are looking for a detail-oriented Administrative Assistant to join our team in Antioch, California. This is a Contract position that requires working onsite. In this role, you will support daily administrative operations, ensuring the office runs smoothly and efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Enter data accurately into Excel and Smartsheet, maintaining up-to-date records.</p><p>• Coordinate outgoing mail and email correspondence, ensuring timely communication.</p><p>• Manage office supply inventory and ensure the kitchen is stocked with snacks and essentials.</p><p>• Review timesheets submitted by the superintendent, tracking attendance and identifying any missing information.</p><p>• Handle inbound and outbound calls professionally, providing excellent customer service.</p><p>• Schedule appointments and maintain organized calendars.</p><p>• Prepare documents and presentations using Microsoft Word, Excel, PowerPoint, and Outlook.</p><p>• Assist with any additional administrative tasks as needed to support the team.</p><p><br></p><p>If you are interested in this Administrative Assistant role, submit your resume today! </p>
<p>Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there is an immediate opening for a Paralegal you might be interested in. Based in the Sacramento area, this position is a permanent role. The solution to advancing your career could be in this position—if you possess a strong drive to succeed, savvy computer skills, and the ability to effectively prioritize.</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Ability to prioritize, organize and handle heavy workload</p><p><br></p><p>- Data base management of all relevant documents</p><p><br></p><p>- Study, analyze and review complex legal documents</p><p><br></p><p>- Assist attorney with a variety of case tasks</p>
<p>We’re seeking an experienced <strong>Shipping & Receiving Clerk</strong> to join a dynamic manufacturing environment. This role ensures timely and accurate coordination of shipping and receiving activities, manages scheduling platforms, and partners with logistics and warehouse teams to keep operations running smoothly.</p><p><br></p><p><strong>Shipping & Receiving Clerk</strong></p><p><strong>Location:</strong> Union City, California – Fully Onsite</p><p><strong>Pay Rate:</strong> $28–$30/hour</p><p><strong>Schedule:</strong> Either – 7:00 AM–3:30 PM or 10:00 AM–6:30 PM, Monday through Friday with occasional Saturday and overtime work, as needed.</p><p><strong>Duration:</strong> 2–3 months with potential to convert to full-time hire. Immediate start preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate inbound and outbound shipments, transfers, and scheduling using related systems.</li><li>Maintain accurate shipping documentation (BOLs, COAs, packing lists) and update records in compliance with company protocols.</li><li>Support material movement between internal and third-party warehouses to optimize storage and transportation networks.</li><li>Provide daily reporting on shipments, receipts, and discrepancies to warehouse and logistics leadership.</li><li>Assist with inventory reconciliation and data accuracy </li></ul><p><br></p>
<p>Our client is seeking a Technology Asset Management Coordinator II to support enterprise-wide technology asset lifecycle management with a focus on ServiceNow automation, ServiceNow Asset Management, and inventory control. This role is responsible for ensuring accurate asset tracking, optimizing inventory workflows, and supporting the procurement, deployment, return, and disposal of technology equipment across the organization.</p><p><br></p><p>The Coordinator II maintains detailed asset records, drives process accuracy, and works closely with IT teams, end users, and vendors to ensure equipment is delivered and managed efficiently. This role requires hands-on work in warehouse and office environments and the ability to lift up to 35 lbs.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and enhance ServiceNow Asset Management workflows, including automation, asset updates, inventory reconciliation, and lifecycle tracking.</li><li>Maintain asset records across procurement, deployment, returns, repairs, and end-of-life.</li><li>Process daily receiving of technology equipment and update all corresponding ServiceNow asset records with barcode scans and documentation.</li><li>Coordinate shipping, receiving, and distribution of laptops, desktops, mobile devices, and peripherals.</li><li>Prepare, process, and track purchase orders for inventory replenishment.</li><li>Manage equipment returns from corporate and field offices; evaluate and re-enter reusable equipment into inventory.</li><li>Maintain inventory accuracy through regular audits, cycle counts, and reconciliation reports.</li><li>Process and close Asset Management tickets, ensuring complete documentation and timely customer communication.</li><li>Coordinate e-waste collection and disposal following company and environmental guidelines.</li><li>Create and maintain reports on inventory levels, asset lifecycle metrics, and audit findings.</li><li>Follow all Robert Half IT guidelines, policies, and security standards.</li></ul>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
We are looking for a highly organized and detail-oriented Property Manager to join our team in Oakland, California. In this role, you will play a key part in providing administrative and tenant support to ensure smooth operations within our affordable housing properties. This is a long-term contract position, offering an excellent opportunity to contribute to a mission-driven organization focused on quality housing solutions.<br><br>Responsibilities:<br>• Provide administrative support to property managers and staff, including handling documentation and correspondence efficiently.<br>• Coordinate and process lease agreements, renewals, and compliance forms for affordable housing programs.<br>• Assist tenants during onboarding by explaining lease terms and ensuring compliance with housing requirements.<br>• Manage tenant files, including legal and financial records, while ensuring adherence to local, state, and federal housing regulations.<br>• Prepare detailed monthly reports on occupancy rates, rent collection, delinquencies, and maintenance requests.<br>• Address tenant inquiries professionally, ensuring excellent customer service and timely resolution of issues.<br>• Support property managers in tracking budgets and expenses for effective financial oversight.<br>• Collaborate with maintenance teams to ensure timely completion of repair requests and upkeep of properties.<br>• Utilize property management software, such as Yardi, to maintain accurate records and streamline processes.
We are looking for a Workplace Experience Ambassador to join our team on a contract basis in San Jose, California. This role is ideal for someone who thrives in dynamic, fast-paced environments and is passionate about delivering exceptional customer service while fostering a positive workplace experience. As part of the team, you will be responsible for creating a welcoming and engaging atmosphere for employees and visitors, ensuring smooth daily operations and contributing to a collaborative work environment.<br><br>Responsibilities:<br>• Greet and assist employees and visitors, addressing inquiries and providing information in a detail-oriented and friendly manner.<br>• Coordinate the booking of meeting rooms, equipment requests, and IT support to ensure workplace efficiency.<br>• Organize and support workplace events, including room setup, catering arrangements, and audiovisual requirements.<br>• Maintain workplace amenities such as break rooms, wellness spaces, and lounges, ensuring they are clean, organized, and fully functional.<br>• Promote health and safety protocols, including emergency procedures, proper equipment usage, and hazard reporting.<br>• Foster a sense of community by planning and executing team-building activities and social events.<br>• Utilize customer ticketing systems to track and resolve service requests effectively.<br>• Collaborate with internal teams to optimize workplace processes and enhance employee satisfaction.<br>• Monitor and report on workplace operations to identify areas for improvement and maintain compliance with policies.<br>• Assist in onboarding visitors and employees with technology and workplace-specific software.
We are looking for a Workplace Experience Coordinator to join our team in San Jose, California. In this role, you will support daily operations by ensuring smooth coordination of front desk activities, workplace services, and employee interactions. This is a contract position lasting two months, with the possibility of extension.<br><br>Responsibilities:<br>• Welcome and assist visitors and employees with a detail-oriented and friendly demeanor.<br>• Issue visitor and parking passes while adhering to established security protocols.<br>• Organize and manage on-site events, including securing event spaces, arranging setups, and overseeing logistics.<br>• Coordinate workplace services such as mail handling, office supply management, and onboarding processes.<br>• Address inquiries and complaints from employees, guests, and colleagues, providing prompt and effective resolutions.<br>• Arrange and confirm recreational, dining, and business-related activities for requestors.<br>• Monitor janitorial and maintenance work orders, ensuring timely execution and service quality.<br>• Collaborate with vendors to ensure the delivery of goods and services to the workplace.<br>• Manage calendars and reservations to support efficient scheduling and resource allocation.<br>• Follow property-specific security and emergency procedures to ensure the safety of all individuals in the building.
<p><strong>Job Summary</strong></p><p>The Dispatcher plays a critical role in coordinating efficient and safe transportation operations. This position serves as the central communication hub between drivers, customers, and internal teams, ensuring on-time deliveries/pickups, quick resolution of issues, and optimal routing. The ideal candidate thrives in a fast-paced environment, excels at multitasking, and maintains calm, professional communication under pressure.</p><p><strong>Key Responsibilities</strong></p><ul><li>Receive, prioritize, and assign service requests, delivery orders, or transportation jobs to drivers in real-time</li><li>Monitor driver locations, vehicle status, and route progress using GPS and fleet-management software</li><li>Communicate clearly and frequently with drivers via phone, radio, and messaging apps regarding route changes, traffic conditions, delays, or customer requirements</li><li>Proactively resolve issues such as vehicle breakdowns, traffic delays, customer complaints, or schedule conflicts</li><li>Optimize routes and loads to improve efficiency, reduce costs, and meet delivery windows</li><li>Maintain accurate records of driver logs, delivery statuses, proof of delivery, and incident reports</li><li>Coordinate with customers to confirm appointments, provide ETA updates, and handle special instructions</li><li>Ensure compliance with DOT regulations, hours-of-service rules, safety protocols, and company policies</li><li>Assist with emergency response and after-hours/on-call coverage as needed</li><li>Prepare daily, weekly, and monthly reports on performance metrics (on-time percentage, miles driven, etc.)</li></ul><p><br></p>
<p>Our client is seeking a dedicated Project Manager to join their team. In this Contract-to-Permanent position, you will oversee the planning, execution, and delivery of various programs and client projects aligned with organizational goals. This role requires exceptional organizational skills, proactive problem-solving abilities, and the capacity to manage both strategic initiatives and detailed project tasks.</p><p><br></p><p>This is a 100% remote role with some annual travel to events. Hourly pay range is expected to be $25-$31/hr DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Create and implement comprehensive project plans, including timelines, budgets, and deliverables</p><p>• Identify and mitigate risks to ensure successful project outcomes</p><p>• Coordinate with staff, consultants, and volunteers to drive project objectives</p><p>• Organize and lead meetings, preparing agendas and documenting follow-ups</p><p>• Manage budgets for assigned programs and ensure financial accountability</p><p>• Develop and deliver reports, proposals, and other project-related documentation</p><p>• Manage several annual events we host both in person and on line</p><p>• Build and maintain effective communication with internal and external stakeholders</p><p>• Occasionally travel to attend meetings and events as required</p><p>• Align project initiatives with organizational strategies and goals</p>
<p>Are you looking to start your healthcare career in a supportive, entry-level environment? This <strong>Patient Access Representative</strong> role offers the perfect opportunity. As a <strong>Patient Access Representative</strong>, you will play a crucial role in managing admissions, verifying insurance, and delivering excellent service. This position is ideal for recent graduates of trade schools or individuals with customer service experience looking to transition into healthcare. With a focus on patient registration and administrative support, the <strong>Patient Access Representative</strong> ensures a positive experience for patients from the moment they walk in.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients and initiate the registration process in a professional and friendly manner.</li><li>Collect and accurately record payments at the point of service.</li><li>Verify insurance coverage and identify financial resources for patients.</li><li>Obtain and process necessary documentation for billing and compliance.</li><li>Handle routine patient concerns and service recovery, escalating complex issues appropriately.</li><li>Maintain communication with staff, physicians, patients, and guests via phone, email, or in person.</li><li>Meet individual productivity goals and performance metrics as assigned by department leadership.</li><li>Support all operational areas within Patient Access Services.</li></ul>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p>We are looking for a detail-oriented Accounts Receivable Accountant to join our team in Union City, California. In this role, you will play a key part in managing financial transactions, ensuring accuracy in bookkeeping, and maintaining organized account records. If you have a strong background in accounts payable and receivable functions, along with expertise in financial documentation, we encourage you to apply.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare and process customer invoices accurately and promptly in accordance with company policies.</p><p> • Monitor aging reports, identify delinquent accounts, and manage collection activities to ensure timely payments.</p><p> • Reconcile customer accounts and resolve billing discrepancies in a professional manner.</p><p> • Maintain strong customer relationships by addressing billing inquiries and coordinating with sales or customer service to resolve issues.</p><p> • Support general accounting functions, including reconciliations, journal entries, and month-end close activities.</p><p> • Collaborate with accounts payable, payroll, and financial reporting teams to ensure smooth departmental operations.</p><p> • Ensure compliance with internal controls and accounting policies while preparing accurate receivables and collection reports.</p><p> • Recommend and implement process improvements to enhance efficiency, accuracy, and workflow within accounts receivable operations.</p>
<p>Job Summary</p><p>The District Sales Manager is responsible for driving revenue growth in the Northern California, Northern Nevada, Washington, and Oregon territory through a combination of direct capital equipment sales and leadership of independent manufacturing representatives and distribution partners. This is a hands-on, demonstration-intensive technical sales role focused on high-value precision measurement and inspection systems. The position requires frequent travel, regular equipment demonstrations, technical training, and a proven ability to exceed sales quotas in industrial, metrology, or related capital equipment markets.</p><p><br></p><p>Here is the cleaned list with all company-identifying information removed:</p><ol><li>Sells directly and through qualified manufacturing representatives. Supports local distribution and promotes the entire product line within the assigned territory.</li><li>Product portfolio is demonstration-intensive – required to regularly transport and showcase equipment at customer sites. Frequent hands-on demonstrations are a key part of the sales process and essential to supporting customer understanding and engagement.</li><li>Follows up on leads generated through central marketing activity, trade shows, as well as those generated independently such as through cold calls and telemarketing.</li><li>Meets or exceeds sales volume quotas for direct and indirect sales turnover.</li><li>Monitors sales within assigned territories and reports on progress, orders, representative information, and other data as required by management.</li><li>Provides first-line technical support on issues pertaining to all equipment sold or previously installed within the specified territory.</li><li>Identifies new sales opportunities within the territory and exploits each fully.</li><li>Monitors market trends, competitor activity, and customer needs to identify new business opportunities.</li><li>Produces weekly activity reports, monthly forecast reports, and annual budget reports on a rolling twelve-month schedule by product, Sales Representative, Distribution, and dollar value.</li><li>Maintains and updates CRM with activity and demonstration reports.</li><li>Oversees, plans, schedules, and provides technical support/training for existing products and ensures that all is provided to Representatives and Distribution.</li><li>Installs and trains customers on all equipment and ensures Representatives/Agents/Distribution are qualified to install and train on equipment sold by themselves.</li><li>Takes full responsibility for demonstration inventory issued to you and the Representatives in your territory, including annual inventory counts and transfers.</li><li>Provides internal sales with details for product quotations.</li><li>Attends Trade Shows.</li><li>Travels away from home up to 14 days a month.</li><li>Performs other duties as required.</li></ol>
