- Robert Half Finance & Accounting (San Mateo, CA)
- …and handle all follow-up tasks. + Maintain accurate client records in CRM systems like ClientWorks and Redtail. + Support daily operations by refining procedures, ... communication skills + Experience with Microsoft Office and CRM systems (Redtail a big plus!) Interested or even just...job seekers to opportunities at great companies. We offer contract , temporary and permanent placement solutions for finance and… more
- Robert Half Finance & Accounting (Clovis, CA)
- …Strong facilitation, coaching, and team-building skills * Experience with performance management systems and talent analytics * Ability to influence and partner with ... groups * Skilled in Microsoft Office; experience with HRIS systems and related AI tools EDUCATION AND EXPERIENCE *...job seekers to opportunities at great companies. We offer contract , temporary and permanent placement solutions for finance and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …data. + Communicate clearly and empathetically with clients to collect necessary information . + Maintain and update financial plans using planning software and ... + Experience with MoneyGuidePro or MoneyGuideElite preferred. + Familiarity with CRM systems (Tamarac CRM strongly preferred). + Knowledge of tools such as… more
- Robert Half Finance & Accounting (Orinda, CA)
- …+ Experience with financial planning software (MoneyGuidePro preferred). + Familiarity with CRM systems a plus. + Proficiency in Microsoft Word and Excel. + Highly ... + Professional, positive, and collaborative demeanor. + Trustworthy with confidential information . + Self-motivated, eager to learn, and receptive to feedback.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …timely resolution. + Uphold confidentiality and security of client information . + Provide administrative support including report and presentation preparation. ... to client-first service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Excellent organizational skills and attention to detail. +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …reports, and presentations + Ensure confidentiality and security of client information + Provide general administrative support to the advisory team Preferred ... with high-net-worth clients + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + Excellent organizational skills and attention to detail… more
- Robert Half Finance & Accounting (Newport Beach, CA)
- …in payroll operations while contributing to the development of streamlined systems and practices. Responsibilities: * Manage comprehensive payroll processing for US ... * Exceptional analytical skills with the ability to synthesize complex information and provide actionable recommendations. * Proficiency in managing third-party… more
- Robert Half Finance & Accounting (San Jose, CA)
- …interpersonal and communication skills. Proficient in Microsoft Office Suite and HRIS systems . Ability to handle sensitive information with discretion and ... highly qualified job seekers to opportunities at great companies. We offer contract , temporary and permanent placement solutions for finance and accounting ,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience in human resources or a related field. * Proficiency in HR software systems a plus. * Strong knowledge of labor laws and regulations, including FMLA and ... highly qualified job seekers to opportunities at great companies. We offer contract , temporary and permanent placement solutions for finance and accounting ,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …organizational skills, proactive mindset, and high attention to detail + Familiarity with systems like Addepar, Salesforce, and Asana a plus Why Vernal Point: + ... highly qualified job seekers to opportunities at great companies. We offer contract , temporary and permanent placement solutions for finance and accounting ,… more