- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In- Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... manage multiple priorities across systems and custodians + Proficiency in Microsoft Office ; experience with CRM or portfolio reporting software is preferred +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Advisor (RIA) firm is seeking a Lead Advisor to join its San Francisco office . This is a unique opportunity to serve as a trusted financial partner, helping ... and wellness stipends + Flexible work culture with a focus on in- office collaboration + Opportunities for career advancement and personal development + Inclusive… more
- Robert Half Finance & Accounting (Sacramento, CA)
- …* Assist with administrative tasks, such as answering phone calls and managing office supplies. Requirements * Proven experience as a Legal Secretary. litigation is ... verbally and in writing. * High level of proficiency with legal software and Microsoft Office Suite. * Attention to detail and ability to work under pressure to meet… more
- Robert Half Finance & Accounting (Orinda, CA)
- …rules, and retirement strategies. Why Join This Team? + Work in a beautiful office with a supportive, tight-knit team. + Learn from experienced professionals in a ... + Bachelor's degree required. + 2+ years of professional experience in an office environment, preferably in financial planning or services. + Completion of or… more
- Robert Half Finance & Accounting (Orinda, CA)
- …team tenure of 8+ years - people love working here! + Beautiful office in a BART-accessible location + Strong emphasis on professional development: firm covers ... + Bachelor's degree and at least 2 years' experience in an office environment + Prior experience or coursework in financial planning strongly preferred… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Walnut Creek, CA | In- Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Interested in ... detail and comfort working across systems and custodians + Proficiency in Microsoft Office ; experience with CRM or portfolio reporting software is a plus + Eagerness… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …with organizational goals. Your expertise in tools such as Jira, Microsoft Office Suite, and Agile methodologies will be critical to delivering impactful solutions. ... + Familiar with project management practices and tools + Proficient in Microsoft Office tools (Word, Excel, PowerPoint, Visio, Smartsheet, etc.) Robert Half is the… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Advisor- Independent RIA Location: Mill Valley, CA | Hybrid (2-3 days in office ) Compensation: $175,000 - $200,000 DOE + Bonus + Profit Share Jennifer Fukumae ... 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 (Cypress, CA)
- …Proficiency in procurement and forecasting software as well as Microsoft Office applications. * Demonstrated expertise in contract negotiations and supplier ... 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 (Walnut Creek, CA)
- …with high-net-worth clients. + Punctuality and reliability. + Proficiency in Microsoft Office Suite and CRM software (Salesforce preferred). + Ability to multitask, ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more