- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... of client service experience, preferably in financial services or wealth management . + Familiarity with broker-dealer platforms; experience with LPL is strongly… more
- Robert Half Finance & Accounting (Santa Ana, CA)
- …the organization * Use ADP Workforce Now for efficient payroll and HR management * Uphold the highest standards of confidentiality and professionalism at all times. ... the mortgage industry. * Proficiency in using ADP - Financial Services for HR management . * Demonstrated knowledge of ADP Workforce Now. * Familiarity with ATS -… more
- Motion Recruitment Partners (Sacramento, CA)
- …Skills o Deep configuration experience in SAP S/4HANA, including FI (Financial Accounting ) and FM (Funds Management ) modules o Skilled in integrating ... processes, creating a technical solution, and establishing data and change management strategies. The project's ultimate goal is to optimize client operations… more
- Robert Half Office Team (Santa Clara, CA)
- …Compliance: Handle insurance certificates, bonds, contracts, and change orders while ensuring accounting coordination. + Data & Process Management : Oversee PCO ... The Administrative Assistant plays a vital role in supporting the Project Management team, ensuring seamless day-to-day operations and aiding in the efficient… more
- Robert Half Finance & Accounting (Fremont, CA)
- …HR practices. * Prepare reports and summaries related to HR activities for management review. * Support the implementation of new HR initiatives to improve ... professionalism. * Effective communication skills for interaction with employees and management . * Knowledge of employee relations and relevant employment laws. *… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation required. + ... + Act as primary contact for client communications and relationship management . + Review portfolios and deliver tailored investment recommendations. + Prepare… more
- Robert Half Finance & Accounting (Watsonville, CA)
- …regulatory reporting processes. Support compliance training initiatives for employees and management . Employee Relations: Act as a trusted advisor to employees and ... management by addressing workplace concerns, conflict resolution, and employee...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial solutions to ultra-high-net-worth individuals and families, including investment management , estate and tax planning, lending strategies, and comprehensive ... + 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries + Exceptional interpersonal and communication… more
- Robert Half Finance & Accounting (Azusa, CA)
- …* Utilize HR software, such as Paycom, for efficient employee management and recordkeeping. * Coordinate employee evaluations and oversee performance review ... such as HRIS tools and Paycom. * Demonstrated experience in performance management and employee evaluation processes. * Familiarity with social media platforms for… more
- Robert Half Finance & Accounting (Sacramento, CA)
- …* Coordinate schedules and appointments for attorneys, ensuring efficient time management . * Communicate effectively with clients, opposing counsel, and court ... of legal terminology, procedures, and documentation. * Excellent organizational and time- management skills. * Ability to communicate clearly and effectively, both… more