- Robert Half Finance & Accounting (San Francisco, CA)
- …with Microsoft Office; familiarity with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: + Competitive compensation and ... bonus potential + Medical, dental, vision, and 401(k) with employer match + Flexible vacation policy and sabbatical program + Hybrid work environment with supportive leadership and room for growth This is a great opportunity for someone who thrives in a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? ... Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there. Robert Half is the world's first and largest… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Excellent communication and problem-solving skills. + Familiarity with tools like Fidelity, Schwab , Salesforce, and Microsoft Office suite. + Series 7 and 65 ... licenses are a plus, but not necessary Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …portfolio management software is preferred. + Familiarity with custodial platforms such as Schwab , Fidelity, or TD Ameritrade is a plus. Ideal Candidate Attributes + ... Demonstrates integrity, initiative, and professionalism in all interactions. + Delivers high-quality work with attention to detail and accuracy. + Communicates effectively, both verbally and in writing. + Thrives in a fast-paced, entrepreneurial environment… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …account openings, money movements, and maintenance across custodians (eg, Schwab , Fidelity) + Prepare meeting materials, performance reports, and documentation ... for client reviews + Maintain accurate client records and assist with compliance requirements + Support client onboarding, transfers, and day-to-day operational needs + Partner with the advisory team on administrative and operational projects + Learn firm… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …portfolio management software preferred. + Familiarity with custodial platforms such as Schwab and Fidelity is a plus. Ideal Candidate Traits + Demonstrates ... integrity, initiative, and professionalism in all interactions. + Skilled at developing deep client relationships and delivering service excellence. + Organized, detail-oriented, and committed to high-quality work. + Strong communicator with the ability to… more
- Robert Half Finance & Accounting (San Jose, CA)
- …prioritize in a fast-paced environment + Experience with custodial platforms (Fidelity, Schwab ) is a plus + Familiarity with Black Diamond, Morningstar, Salesforce, ... and Microsoft Office (Excel, Word, PowerPoint) Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - let's explore how this opportunity could be the right fit for your next… more
- CIBC (San Francisco, CA)
- …advisory business + Experience in working with external custodians, such as Charles Schwab and Fidelity + Proficient with Microsoft Word, Outlook, Excel, Power Point ... and Adobe Acrobat At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $65,000-$90,000 for the San Francisco, CA market based on experience, qualifications, and location of the position. The successful candidate may… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Suite; experience with MS Dynamics or Salesforce is preferred + Experience with Schwab Advisor Center is a plus Excited about this opportunity? Let's connect! Send ... your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to explore how this role could be the perfect next step in your career. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Microsoft Office Suite; experience with MS Dynamics or Salesforce preferred. + Experience with Schwab Advisor Center is a plus. Excited about this role? We'd love to ... hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move. Robert Half is the world's first and largest specialized talent solutions… more