- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Assist clients with beneficiary updates, wire transfers, and rollover requests + Support client onboarding and ensure a smooth, welcoming experience + Process client ... transactions including deposits, withdrawals, and account updates + Maintain accurate client records using CRM...and security of client information + Provide general administrative support to the advisory team Preferred Skills: + Prior… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …requests + Respond to client inquiries across a range of financial services + Support client onboarding and ensure a smooth transition for new clients + Process ... account transactions including deposits, withdrawals, and updates + Maintain...confidentiality and data security standards + Provide general administrative support to the advisory team Excited about this opportunity?… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …as a primary contact for client inquiries and service requests + Assist with account updates, beneficiary changes, wire transfers, and rollovers + Support client ... confidentiality and security of client information + Provide administrative support including report preparation and documentation + Maintain follow-up systems… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …This role blends relationship management with operational expertise. You'll support financial advisors, manage client requests, and ensure smooth execution ... of account -related tasks-all while contributing to a collaborative and growth-oriented...Respond promptly to inquiries and provide personalized service + Support onboarding and ensure a welcoming experience for new… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …to support trading, reporting, and data integrity across client accounts . This position blends technical expertise with strong communication skills. You'll ... client reports + Document and improve workflows, policies, and procedures + Support investment operations and contribute to strategic initiatives Why Join Us +… more
- Innovative Metrics (Beverly Hills, CA)
- …assistant. As a bookkeeper assistant, you will provide crucial support to our account management team in all areas of accounting . Working mainly on ... + Prepares financial reports by collecting, analyzing, and summarizing account information and trends. + Maintains accounting ...trends. + Maintains accounting ledgers by posting account transactions. + Verifies accounts by reconciling… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …with clients' extended teams (eg, personal CFOs, attorneys, assistants) + Support new investment allocations, liquidity planning, and account structuring ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Guide and support Client Service Associates and Analysts on shared accounts . + Assist clients and their advisors with complex wealth transfer, philanthropic, and ... Partner with investment teams on portfolio creation and cash deployment. + Support internal teams on special projects as needed. Benefits + Competitive compensation… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data integrations with CRM systems. + Monitor portfolios for ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …transactions, and inquiries. + Prepare, process, and track account paperwork (openings, transfers, contributions/distributions, maintenance). + Partner with ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer … more