- Robert Half Finance & Accounting (Berkeley, CA)
- …experience. + Proficiency in Microsoft Office and CRM systems (Salesforce preferred ). + Experience creating and documenting workflows. Preferred Competencies ... 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 (Orinda, CA)
- …in Microsoft Word and Excel. + Experience with MoneyGuidePro or MoneyGuideElite preferred . + Familiarity with CRM systems (Tamarac CRM strongly preferred ). ... 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 (Alameda, CA)
- …management + Proficient in Microsoft Office and CRM platforms (Salesforce preferred ) + Detail-oriented, proactive, and strong communicator Requirements Preferred ... 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 (Berkeley, CA)
- …or portfolio administration + Familiarity with custodial platforms and CRM systems (Salesforce preferred ) + Strong attention to detail and data accuracy + Series 65 ... license (or willingness to obtain within 3-6 months) Preferred Experience: + Portfolio reporting and rebalancing tools (eg, Tamarac) + Background in wealth… more
- Robert Half Finance & Accounting (San Jose, CA)
- …service with clear, proactive communication. Requirements + 5+ years of tax experience preferred (open to less if strong client communication skills). + CPA or EA ... 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 (Irvine, CA)
- …Minimum of 5 years of experience in a human resources role; 6+ years preferred . * Bachelor's degree in a business-related field or equivalent education required. * ... 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 (Watsonville, CA)
- …able to work independently. + Proficiency in prospecting and product presentation. Preferred (Not required): + Bachelor's degree in a related discipline. + Technical ... 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 (Marin County, CA)
- …wealth management. + CFP(R) certification required; Series 65 or equivalent preferred . + Expertise in investment strategies, financial planning, and compliance. + ... 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 (San Francisco, CA)
- …Advanced Excel skills; E-Front/QuickBooks familiarity a plus + CPA (or actively pursuing) preferred - not required + Mandarin fluency a strong plus + Strong ... 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 (San Francisco, CA)
- …of relevant experience or internships in construction or a similar industry preferred . * Proficiency in Microsoft Office Suite, including Word, Excel, and ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more