- Robert Half Finance & Accounting (Walnut Creek, CA)
- …projects and reports as directed by the Payroll Manager. Requirements + Bachelor's degree in accounting , finance, or related field (or equivalent experience). + ... and support a team of three payroll staff. + Manage payroll systems ; identify and resolve processing discrepancies. + Generate payroll reports, reconcile data,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …risk, and improve overall credit risk management practices. Requirements + A Bachelor's degree in Business, Accounting , Finance, Economics, or a related field. + ... risk/assessment role is highly desirable. + Proficiency with integrated business systems , along with familiarity using predictive scoring models. + Strong analytical… more
- Robert Half Finance & Accounting (Santa Clara, CA)
- …with keen attention to detail * Ability to handle sensitive and confidential information with discretion * Bachelor's degree in Finance, Business Administration, ... in responding to requests from various stakeholders and maintaining a high degree of professionalism and confidentiality. Responsibilities: * Oversee and manage all… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …human resources programs with a focus on compensation, compliance, and HR systems . This role requires a detail-oriented individual with strong analytical skills, ... requirements. * Manage the functionality and data integrity of HR systems , including ADP Workforce Now and Oracle, identifying opportunities for optimization.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …and ongoing service. You'll partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations. This is a high-impact ... on ad hoc administrative and operational tasks + Learn the firm's systems , processes, and client service philosophy with direct mentorship and training Requirements… more
- Robert Half Finance & Accounting (Alameda, CA)
- …and rebalancing. This role involves coordinating data flows between multiple systems , collaborating with advisors and operations teams, and implementing process ... rebalancing workflows + Maintain data integration between custodial platforms and CRM systems + Set up and maintain accurate portfolio records, monitoring for… more
- Robert Half Finance & Accounting (Orinda, CA)
- …professional manner. + Maintain and organize client records and documentation in CRM systems . + Collaborate with advisors to review and update financial plans. + ... - I'd love to connect! Requirements Qualifications + Bachelor's degree required. + 2+ years of professional experience in...verbal and written. + Experience with MoneyGuidePro and CRM systems is a plus. + Proficiency in Microsoft Word… more
- 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...love to connect! Requirements What You Bring: + Bachelor's degree or equivalent experience. + Ability to obtain Series… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …manage client meetings proactively + Maintain written procedures and update CRM systems with client preferences + Provide administrative support to advisors and ... in an administrative or client service role + Bachelor's degree preferred + Experience in event planning and CRM/document...preferred + Experience in event planning and CRM/document management systems a plus + Proficiency in Microsoft Office Suite… 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 ... across teams to support and enhance investment operations Qualifications: + Bachelor's degree or equivalent experience + Series 65 license (or ability to obtain… more