- Robert Half Finance & Accounting (Walnut Creek, CA)
- …plans. + Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce). + Follow up on pending client requests and ensure timely resolution. ... + Be part of a close-knit, collaborative team that values personal and professional growth. + Work in a firm that prioritizes people, relationships, and long-term… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …proficiency, attention to detail, and the ability to work across multiple platforms and systems . The ideal candidate will also serve as a key internal resource for ... processes. + Serve as the internal expert on Tamarac/Envestnet platforms and custodial systems . + Manage data integrations between custodians and CRM systems . +… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …reporting, trading, and rebalancing while ensuring operational excellence across complex systems . The position requires both analytical precision and the ability to ... as the in-house expert on portfolio reporting/rebalancing platforms and custodial systems . + Manage data integrations between custodians, portfolio systems ,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its team. This full-time role is ideal for a service-oriented professional who thrives in a collaborative, high-integrity environment and is passionate about ... ACHs, RMDs) and monitor custodian alerts + Maintain accurate records in CRM systems and support client meeting scheduling + Collaborate with advisors to ensure… more
- Robert Half Finance & Accounting (Orinda, CA)
- …and is known for its long employee tenure and commitment to professional development. The firm provides comprehensive financial planning and investment management ... + Communicate with clients in a clear, timely, and professional manner. + Maintain and organize client records and...Maintain and organize client records and documentation in CRM systems . + Collaborate with advisors to review and update… 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 (Camarillo, CA)
- …keeping detailed records of employee hours, wages, and deductions in ADP/HRIS system . * Process temporary employee hours and coordinating with staffing agencies. * ... handle all union and non-union deductions for employees. * Ensure ADP timekeeping system is working efficiently. Reporting & Audits: * Provide reporting to finance… more
- 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 (Mountain View, CA)
- …This full-time role is ideal for a highly organized, service-oriented professional who thrives in a collaborative and dynamic environment. Position Overview ... manage client meetings proactively + Maintain written procedures and update CRM systems with client preferences + Provide administrative support to advisors and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service and operational support. This role requires a proactive, detail-oriented professional who thrives in a fast-paced environment and is passionate about ... where continuous learning is encouraged. Team members are supported in their professional development and are empowered to contribute meaningfully to the firm's… more