- Robert Half Finance & Accounting (Berkeley, CA)
- …will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities. Key Responsibilities + Lead ... dental, and long-term disability insurance for employees and dependents. + Support for professional education and licensing. + Generous PTO, market holidays,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …relationships by understanding preferences and delivering tailored service. + Guide and support Client Service Associates and Analysts on shared accounts. + Assist ... Partner with investment teams on portfolio creation and cash deployment. + Support internal teams on special projects as needed. Benefits + Competitive compensation… more
- Robert Half Finance & Accounting (Torrance, CA)
- …and accurate payments. * Monitor and maintain inventory levels to support operational requirements. * Perform bank reconciliations to ensure financial accuracy ... and compliance. * Support the owner with light bookkeeping and administrative tasks...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …for client requests, from wire transfers and rollovers to beneficiary updates. + Support onboarding and ensure a smooth, welcoming experience for new clients. + ... client's financial plan. + Prepare client-facing materials and provide general administrative support . Why Join This Company + Work with a close-knit, experienced… more
- Robert Half Finance & Accounting (Irvine, CA)
- …financial planning, risk management, and optimizing funding efforts to support business growth. Responsibilities: * Lead fundraising initiatives, including equity ... management with proactive financial reports and cash flow insights to support strategic decision-making. Requirements * Proven expertise in financial analysis and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and on ... instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resourceful, and committed to continuous learning, with a natural ability to lead and support both clients and team members. Key Responsibilities + Act as the main ... mentorship and guidance to Client Service Associates and Analysts. + Support clients and their advisors in implementing complex wealth transfer, philanthropic,… more
- Robert Half Finance & Accounting (Vacaville, CA)
- …maintaining optimal stock levels, and fostering strong supplier relationships to support business demands. The ideal candidate will possess strong organizational and ... the performance of the Purchasing and Inventory team, providing guidance and support to achieve departmental goals. * Manage budgets and oversee invoice processing… more
- Robert Half Finance & Accounting (Redwood City, CA)
- …an experienced Human Resources Manager to oversee HR functions for legal and support teams in the Peninsula/Silicon Valley and San Francisco offices. This role ... recruitment, performance evaluations, compliance, employee relations, and compensation to support a productive workplace. The ideal candidate is strategic,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a ... wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise… more