• Trade Operations | Growing RIA Firm!

    Robert Half Finance & Accounting (San Ramon, CA)
    Description Jennifer Fukumae with Robert Half's Finance and Accounting is partnering with a growing RIA firm currently at $2B+ in assets under management to identify ... trade issues and follow up on execution items + Perform accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac) + Support… more
    Robert Half Finance & Accounting (12/21/25)
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  • Trader - Innovative Wealth Management Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …trades based on internal trading instructions + Perform accurate data entry , trading documentation, and workflow updates within portfolio management and CRM ... 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 (12/28/25)
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  • Tax Accountant | Wealth Management

    Robert Half Finance & Accounting (San Jose, CA)
    …technology: Firm leverages new AI-driven tax software to significantly reduce data entry -allowing more time for client-facing and advisory work. + Future ownership ... 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 (12/25/25)
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  • Client Service (Trader) | RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …the prior evening and resolve trade-related issues + Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac) + ... 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 (12/25/25)
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  • Trader - Innovative Wealth Management Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …portfolio trades based on internal instructions + Perform accurate data entry , trading documentation, and workflow updates in portfolio management and CRM ... 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 (12/24/25)
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  • Tax Manager

    Robert Half Finance & Accounting (Santa Ana, CA)
    …laws and regulations to ensure compliance. * Provide guidance and mentorship to entry -level staff to enhance team performance. * Prepare and present detailed tax ... 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 (12/21/25)
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  • Trader - Progressive Wealth Management Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …early‑morning portfolio trades based on internal requests. + Perform accurate data entry , trading documentation, and workflow updates in portfolio management and CRM ... 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 (12/20/25)
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  • Technical Sales Specialist

    Robert Half Finance & Accounting (Watsonville, CA)
    …Efficiently input customer data into CRM systems (eg, Salesforce) and ensure prompt entry of sales orders into production systems. + Identify and capitalize on ... 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 (11/21/25)
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  • Accounts Payable Clerk

    Robert Half Finance & Accounting (Belmont, CA)
    …the auditors. Requirements Accounts Payable (AP), Check Runs, Coding Invoices, Data Entry , Invoice Processing, Microsoft Excel, 1099 processing Robert Half is the ... 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 (10/31/25)
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  • Payroll Coordinator

    Prime Healthcare (Ontario, CA)
    …minimum of 2 years experience in Payroll. + 10 Key by touch, direct data entry experience. + General accounting background. + Hands-on experience with Excel or ... equivalent. + Experience with Timekeeping System. + Knowledge of Wage and Hour Guidelines and Healthcare pay practices. Pay Transparency Prime Healthcare offers competitive compensation and a comprehensive benefits package that provides employees the… more
    Prime Healthcare (11/08/25)
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