• Paraplanner - RIA Firm

    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 (08/19/25)
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  • HR Generalist

    Robert Half Finance & Accounting (Sunnyvale, CA)
    …human resources programs with a focus on compensation, compliance, and HR systems . This role requires a detail-oriented individual with strong analytical skills, ... requirements. * Manage the functionality and data integrity of HR systems , including ADP Workforce Now and Oracle, identifying opportunities for optimization.… more
    Robert Half Finance & Accounting (08/16/25)
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  • HR Director

    Robert Half Finance & Accounting (Berkeley, CA)
    …This role requires strategic leadership, fostering employee growth, and managing HR/payroll systems . Join us to make a meaningful impact in a collaborative ... supervisory management and team leadership. * Proficiency in HR payroll systems and administrative functions. * Excellent communication and interpersonal skills to… more
    Robert Half Finance & Accounting (08/13/25)
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  • Portfolio Administrator

    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 (08/13/25)
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  • Human Resource Assistant

    Robert Half Finance & Accounting (Fremont, CA)
    …role involves handling administrative tasks, employee onboarding, and assisting with HR systems to ensure smooth operations. Manufacturing experience would be a plus ... and compliance. * Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. * Conduct background checks and… more
    Robert Half Finance & Accounting (07/22/25)
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  • Technical Sales Specialist

    Robert Half Finance & Accounting (Watsonville, CA)
    …and identify new business opportunities. + Efficiently input customer data into CRM systems (eg, Salesforce) and ensure prompt entry of sales orders into production ... systems . + Identify and capitalize on growth opportunities to...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
    Robert Half Finance & Accounting (08/23/25)
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  • Human Resources (HR) Supervisor

    Robert Half Finance & Accounting (Watsonville, CA)
    …employee relations, compliance, hiring processes, benefit functions, onboarding, and HR systems . This is an exciting leadership opportunity for an experienced HR ... laws, and benefit administration. Proven experience with HR information systems (HRIS) and analytics. Exceptional communication, interpersonal, and organizational… more
    Robert Half Finance & Accounting (08/22/25)
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  • Payroll Specialist

    Robert Half Finance & Accounting (Hemet, CA)
    …as assigned - Instruct and train employees in the use of payroll-related systems including entry of timesheets, online access of pay statements, etc. - Administer ... to follow standard procedures is a requirement - Eagerness to master new systems - Excellent data entry skills - Strong familiarity with Non-Union - Comprehensive… more
    Robert Half Finance & Accounting (08/20/25)
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  • Paraplanner

    Robert Half Finance & Accounting (Orinda, CA)
    …professional manner. + Maintain and organize client records and documentation in CRM systems . + Collaborate with advisors to review and update financial plans. + ... Strong communication skills, both verbal and written. + Experience with MoneyGuidePro and CRM systems is a plus. + Proficiency in Microsoft Word and Excel. + Highly… more
    Robert Half Finance & Accounting (08/20/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Berkeley, CA)
    …and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data integrations ... with CRM systems . + Monitor portfolios for exceptions and ensure timely...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
    Robert Half Finance & Accounting (08/13/25)
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