- Robert Half Finance & Accounting (San Carlos, CA)
- …hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities: *Oversees and manages the daily activities of ... of full charge bookkeeping experience -Office Management and some HR experience preferred -QuickBooks experience Robert Half is the world's first and largest… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …and Experience + High school graduate or equivalent required + Associates degree in accounting or related field highly preferred . + Coding and billing courses ... Sr. Manager Billing/Revenue Cycle with fiscal oversight from the Finance and Accounting department, the Billing Representative is responsible for the full cycle of… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Familiarity with broker-dealer platforms; experience with LPL is strongly preferred . + Strong communication skills and a professional demeanor. + Proficiency ... in Microsoft Office Suite and CRM systems (Salesforce preferred ). + Highly organized with strong attention to detail. + Ability to multitask, prioritize, and manage… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …For + Bachelor's degree and 2+ years in client service (wealth management preferred ) + Experience with broker-dealer platforms (LPL strongly preferred ) + Strong ... professional presence + Proficiency in Microsoft Office and CRM systems (Salesforce preferred ) + Highly organized, reliable, and able to manage multiple priorities +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Familiarity with broker-dealer platforms; experience with LPL is strongly preferred . + Strong written and verbal communication skills. + Professional demeanor ... service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred ). + Excellent organizational skills and attention to detail. + Ability to… more
- Robert Half Finance & Accounting (Watsonville, CA)
- …inclusivity and diversity. Job Summary: We are seeking a skilled and bilingual (Spanish preferred ) HR Manager who is ready to drive key HR functions that support our ... ideally within manufacturing or similar industries. Bilingual in Spanish ( preferred ). Strong understanding of HR processes, compliance standards, employment laws,… more
- Robert Half Finance & Accounting (Orinda, CA)
- …client records + Track and document tasks using CRM software (Tamarac preferred ) + Coordinate with internal and external professionals on client-specific issues + ... office environment + Prior experience or coursework in financial planning strongly preferred + Excellent verbal and written communication skills + Strong attention… 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 ... learn, take initiative, and grow within a collaborative team environment + Bachelor's degree preferred but not required Why Join This Firm? + Be a foundational part… more
- Robert Half Finance & Accounting (Alameda, CA)
- …+ Proficiency in Microsoft Office; experience with Salesforce or other CRMs preferred + Strong attention to detail, analytical mindset, and excellent communication ... skills Preferred Experience + Familiarity with portfolio reporting and rebalancing...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …with securities trading, custodial operations, and portfolio management tools (Tamarac preferred ). + Strong skills in Microsoft Office and CRM platforms (Salesforce ... a plus). + Proven ability to create and document processes. Preferred : + Background in RIA or wealth management environments. + Experience in portfolio analysis and… more