- 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 (Watsonville, CA)
- …employment laws, and benefit administration. Proven experience with HR information systems (HRIS) and analytics. Exceptional communication, interpersonal, ... employee relations, compliance, hiring processes, benefit functions, onboarding, and HR systems . This is an exciting leadership opportunity for an experienced HR… 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
- Robert Half Finance & Accounting (Monterey, CA)
- …with civil, structural, and mechanical engineers to integrate technical systems seamlessly into designs. * Oversee construction activities, working closely ... and industry standards throughout the project lifecycle. Requirements * Bachelor's Degree in Architecture or a related field * Proficiency in architectural… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …custodial platforms + Ensure accurate data integration between custodians and CRM systems + Monitor portfolios for exceptions and ensure timely resolution + ... to connect! Requirements What You Bring Required Qualifications: + Bachelor's degree or equivalent experience + Experience in securities trading, investment… 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 ... (JC) del Rosario - I'd love to connect! Requirements Qualifications: + Bachelor's degree from an accredited institution. + Minimum of 2 years of professional… more