- Robert Half Finance & Accounting (Berkeley, CA)
- …and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data integrations ... with CRM systems . + Monitor portfolios for exceptions and ensure timely...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Robert Half Finance & Accounting (Alameda, CA)
- …rebalancing processes + Manage data integration between custodial platforms and CRM systems + Ensure accurate portfolio setup and monitor for exceptions + Prepare ... to obtain within 3-6 months) + Experience with securities trading, custodial systems , and database management + Proficient in Microsoft Office and CRM platforms… more
- Robert Half Finance & Accounting (Monterey, CA)
- …with civil, structural, and mechanical engineers to integrate technical systems seamlessly into designs. * Oversee construction activities, working closely ... train). * Ability to collaborate with engineering teams and integrate technical systems into designs. * Excellent communication and leadership skills to manage teams… more
- Robert Half Finance & Accounting (Irvine, CA)
- …to inquiries. * High level of confidentiality and sensitivity when handling employee information . * Experience with HRIS systems such as ADP Workforce Now. ... 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 (Orinda, CA)
- …data. + Communicate clearly and empathetically with clients to collect necessary information . + Maintain and update financial plans using planning software and ... + Experience with MoneyGuidePro or MoneyGuideElite preferred. + Familiarity with CRM systems (Tamarac CRM strongly preferred). + Knowledge of tools such as… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …timely resolution. + Uphold confidentiality and security of client information . + Provide administrative support, including preparing reports, presentations, and ... and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly organized with strong attention to detail. +… more
- Robert Half Finance & Accounting (Orinda, CA)
- …+ Experience with financial planning software (MoneyGuidePro preferred). + Familiarity with CRM systems a plus. + Proficiency in Microsoft Word and Excel. + Highly ... + Professional, positive, and collaborative demeanor. + Trustworthy with confidential information . + Self-motivated, eager to learn, and receptive to feedback.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …timely resolution. + Uphold confidentiality and security of client information . + Provide administrative support including report and presentation preparation. ... to client-first service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Excellent organizational skills and attention to detail. +… more
- Robert Half Finance & Accounting (San Jose, CA)
- …interpersonal and communication skills. Proficient in Microsoft Office Suite and HRIS systems . Ability to handle sensitive information with discretion and ... 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)
- …related fields + Proficiency in Microsoft Office Suite; ability to learn additional systems on the job + Strong organizational skills and ability to manage multiple ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more