• Portfolio Administrator

    Robert Half Finance & Accounting (Alameda, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... management + Proficient in Microsoft Office and CRM platforms (Salesforce preferred ) + Detail-oriented, proactive, and strong communicator Requirements Preferred more
    Robert Half Finance & Accounting (08/09/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Berkeley, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... portfolio administration + Familiarity with custodial platforms and CRM systems (Salesforce preferred ) + Strong analytical skills and attention to detail + Ability… more
    Robert Half Finance & Accounting (08/04/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Berkeley, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... or portfolio administration + Familiarity with custodial platforms and CRM systems (Salesforce preferred ) + Strong attention to detail and data accuracy + Series 65… more
    Robert Half Finance & Accounting (08/04/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... and detail oriented + Experience with CRM systems (Salesforce preferred ) and broker-dealer platforms (LPL a plus) + Ability...manage client needs + Series 7 and 66 licenses preferred but not required Note: Excited about this role?… more
    Robert Half Finance & Accounting (08/04/25)
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  • Tax Manager

    Robert Half Finance & Accounting (Menlo Park, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... to complex tax issues Requirements: -Bachelor's degree in business or related field preferred , Master's a plus; CPA preferred -Experience with high net worth… more
    Robert Half Finance & Accounting (07/19/25)
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  • Human Resources (HR) Supervisor

    Robert Half Finance & Accounting (Watsonville, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... inclusivity and diversity. Job Summary: We are seeking a skilled and bilingual (Spanish preferred ) HR Manager who is ready to drive key HR functions that support our… more
    Robert Half Finance & Accounting (05/23/25)
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  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... + Proficiency in Microsoft Office Suite; experience with MS Dynamics or Salesforce preferred . + Experience with Schwab Advisor Center is a plus. Excited about this… more
    Robert Half Finance & Accounting (08/20/25)
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  • Legal Secretary

    Robert Half Finance & Accounting (Sacramento, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... managing office supplies. Requirements * Proven experience as a Legal Secretary. litigation is preferred , but we can train for the right person * Strong knowledge of… more
    Robert Half Finance & Accounting (08/20/25)
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  • Paraplanner

    Robert Half Finance & Accounting (Orinda, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... of or enrollment in a CERTIFIED FINANCIAL PLANNER (TM) program is highly preferred . + Strong communication skills, both verbal and written. + Experience with… more
    Robert Half Finance & Accounting (08/20/25)
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  • Fund Accountant at Venture Capital Firm

    Robert Half Finance & Accounting (San Francisco, CA)
    …great companies. We offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and ... Advanced Excel skills; E-Front/QuickBooks familiarity a plus + CPA (or actively pursuing) preferred - not required + Mandarin fluency a strong plus + Strong… more
    Robert Half Finance & Accounting (08/19/25)
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