<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm seeking an <strong>Operations Associate </strong>to join their team! This firm specializes in servicing ultra-high-net-worth families, with an average client relationship exceeding $15M.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Trade Execution:</strong> Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li><strong>Data Oversight:</strong> Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li><strong>Reconciliation:</strong> Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li><strong>Account Support:</strong> Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li><strong>Client Reporting:</strong> Prepare and distribute quarterly performance reports.</li><li><strong>Operational Support:</strong> Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul><p><br></p>
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<p>We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.</p><p>• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.</p><p>• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.</p><p>• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.</p><p>• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.</p><p>• Assist with basic accounting tasks, including data entry and maintaining financial records.</p><p>• Leverage commercial property management experience to oversee operational activities.</p><p>• Ensure compliance with organizational processes and protocols while delivering excellent customer service.</p><p>• Utilize work order systems to organize and track maintenance and repair activities.</p><p>• Support marketing and operational initiatives to enhance property management efficiency.</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Oversee daily office operations by coordinating with vendors and internal teams to ensure seamless functionality.</p><p>• Prepare and maintain conference rooms by arranging furniture, verifying equipment, and replenishing supplies before scheduled meetings.</p><p>• Manage incoming and outgoing mail, including the distribution of packages and coordination of shipments.</p><p>• Perform general administrative duties such as data entry, filing, document preparation, and maintaining supply inventories.</p><p>• Handle physical tasks like lifting, pushing, and pulling boxes or carts weighing up to 50 lbs as part of regular responsibilities.</p><p>• Collaborate with team members to address office needs and resolve operational challenges.</p><p>• Assist with maintaining an organized and welcoming environment for employees and visitors.</p><p>• Ensure compliance with safety protocols and proper handling of office equipment.</p><p>• Communicate effectively with stakeholders to provide updates on office service operations.</p><p>• Support ad hoc projects and tasks as assigned to meet organizational needs.</p>
<p>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></p>
<p> </p><p>A leading global private equity firm is seeking an Investor Services Associate to join its San Francisco office. This role supports LP operations, reporting, and investor communications within a highly respected and established investment platform.</p><p> </p><p><strong>Overview</strong></p><p>This position will play a key role in managing investor reporting cycles, capital activity notices, onboarding workflows, and due diligence support. The individual will work closely with Finance and Investor Relations to ensure timely, accurate, and consistent delivery of investor materials and data.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Coordinate quarterly and annual investor reporting packages, including capital statements and performance updates</li><li>Prepare and distribute capital call and distribution notices</li><li>Serve as a point of contact for investor inquiries and ongoing communications</li><li>Maintain and reconcile investor data across CRM and fund accounting systems</li><li>Support DDQs, fundraising requests, and investor data needs</li><li>Contribute to process improvements and system enhancements</li></ul>
<p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. </p><p><br></p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></p>
We are looking for a dedicated Warehouse Associate to join our team in Santa Clara, California. This is a contract position that involves coordinating logistics and warehouse operations, including shipping, receiving, and inventory management. The role offers hands-on training and an opportunity to gain valuable experience in a fast-paced environment.<br><br>Responsibilities:<br>• Manage incoming and outgoing shipments, ensuring accurate documentation and timely processing.<br>• Update inventory records and purchase orders using NetSuite or similar accounting systems.<br>• Safely operate forklifts and other material handling equipment to move and organize packages.<br>• Deliver packages to designated locations using company trucks, adhering to safety and driving regulations.<br>• Prepare goods for shipment by strapping, wrapping, and organizing items efficiently.<br>• Communicate daily activities and updates to the warehouse manager and shipping supervisor.<br>• Maintain cleanliness and order within the warehouse while adhering to safety protocols.<br>• Assist with ID verification and documentation for shipping and receiving processes.<br>• Participate in training sessions to familiarize yourself with company systems and procedures.<br>• Support general warehouse tasks as needed to ensure smooth operations.
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are in search of a dedicated Associate Attorney to join our team in Los Gatos, California. This role is within the field of Homeowners Association Real Estate Law and will involve working in a hybrid environment. This is a unique opportunity for anyone looking to further their legal career in the real estate industry.</p><p><br></p><p>Responsibilities:</p><p>• Work on litigation cases, supporting the team of seven attorneys </p><p>• Contribute to the annual target of 1700 billables</p><p>• Leverage legal software such as 3M, Case Management Software, LexisNexis to manage cases efficiently </p><p>• Prepare and present briefings on complex legal issues</p><p>• Handle civil litigation cases and work closely with the claim administration team</p><p>• Address and resolve customer complaints in accordance with company policies</p><p>• Maintain and update legal documentation in the company's management system</p><p>• Utilize your experience in real estate law to provide legal advice and guidance</p><p>• Work on civil litigation cases and provide expertise in real estate law.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our long-standing Real Estate client is looking for an experienced Real Estate Office Manager to oversee the operations of a real estate property management office and review Financial Statements in San Mateo, California. This role involves managing financial processes, coordinating office activities, and supporting property management functions to ensure seamless operations. The ideal candidate will bring expertise in real estate, financial statement review experience, and office management.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily office operations to ensure smooth workflows, resource coordination, and effective problem-solving.</p><p>• Review financial statements to maintain accuracy and compliance.</p><p>• Maintain and organize records, databases, and archives, while overseeing document preparation, mail distribution, and invoice processing.</p><p>• Provide support to property managers, including vendor selection and management, and ensuring budgetary adherence when purchasing services or products.</p><p>• Coordinate with third-party organizations and internal teams to facilitate property maintenance and improvement projects.</p><p>• Respond to inquiries from internal and external stakeholders through appropriate correspondence and communication channels.</p><p>• Handle errands such as bank visits, mail deliveries, document pickups, and supply purchases to support office needs.</p><p>• Ensure the functionality and servicing of office equipment while maintaining an organized workspace.</p>
<p>Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.</p><p>Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.</p><p><strong>Position Overview</strong></p><p>As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Partner with senior advisors to deliver fiduciary-based wealth management services</li><li>Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development</li><li>Conduct portfolio analysis and support asset allocation and rebalancing efforts</li><li>Attend client meetings, document recommendations, and oversee follow-up execution</li><li>Assist with client onboarding and ongoing relationship development</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries</li><li>Manage proactive and responsive client communications</li><li>Coordinate account openings, asset transfers, and custodial documentation</li><li>Prepare meeting agendas and presentation materials</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Maintain accurate CRM records (Tamarac preferred)</li><li>Liaise with custodians and third-party partners</li><li>Process account paperwork including openings, transfers, and updates</li><li>Ensure adherence to RIA compliance and regulatory standards</li></ul>
<p><strong>Job Summary</strong></p><p>The Dispatcher plays a critical role in coordinating efficient and safe transportation operations. This position serves as the central communication hub between drivers, customers, and internal teams, ensuring on-time deliveries/pickups, quick resolution of issues, and optimal routing. The ideal candidate thrives in a fast-paced environment, excels at multitasking, and maintains calm, professional communication under pressure.</p><p><strong>Key Responsibilities</strong></p><ul><li>Receive, prioritize, and assign service requests, delivery orders, or transportation jobs to drivers in real-time</li><li>Monitor driver locations, vehicle status, and route progress using GPS and fleet-management software</li><li>Communicate clearly and frequently with drivers via phone, radio, and messaging apps regarding route changes, traffic conditions, delays, or customer requirements</li><li>Proactively resolve issues such as vehicle breakdowns, traffic delays, customer complaints, or schedule conflicts</li><li>Optimize routes and loads to improve efficiency, reduce costs, and meet delivery windows</li><li>Maintain accurate records of driver logs, delivery statuses, proof of delivery, and incident reports</li><li>Coordinate with customers to confirm appointments, provide ETA updates, and handle special instructions</li><li>Ensure compliance with DOT regulations, hours-of-service rules, safety protocols, and company policies</li><li>Assist with emergency response and after-hours/on-call coverage as needed</li><li>Prepare daily, weekly, and monthly reports on performance metrics (on-time percentage, miles driven, etc.)</li></ul><p><br></p>
<p>We are looking for a skilled and proactive Azure System Administrator to join our team in Pleasanton, California. In this Azure Systems Administration role, you will manage and maintain cloud infrastructure, ensuring seamless operations and supporting critical business functions. As this Azure Systems Administration role is a Contract to permanent opportunity, we are seeking a candidate who can quickly adapt to our environment and contribute effectively to ongoing and future projects. This Azure Systems Administrator Role is an onsite position out of Pleasanton, Ca. </p><p><br></p><p>Responsibilities for Azure Systems Administrator:</p><p>• Manage and maintain Microsoft Azure subscriptions, virtual networks, and related cloud infrastructure.</p><p>• Oversee the migration of systems from on-premises to Azure, ensuring a smooth transition and optimal performance.</p><p>• Configure and manage Entra ID and Office 365 environments to support organizational needs.</p><p>• Administer and maintain firewalls, including opening ports, creating network groups, and managing devices such as Palo Alto, Aruba, and Cisco.</p><p>• Collaborate with helpdesk and system/network teams to provide Tier 2 support for infrastructure-related issues.</p><p>• Perform regular updates, backups, and restorations for systems and files to ensure data integrity.</p><p>• Implement security policies and procedures to safeguard IT assets and infrastructure.</p><p>• Evaluate and recommend hardware and software solutions, conducting thorough analyses of quotes and compatibility.</p><p>• Stay updated on advancements in cloud technologies and apply new insights to improve system performance.</p>
<p><strong>Full Charge Bookkeeper</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $38 - $45 hourly</p><p><strong>About the Role</strong></p><p>Are you a highly organized and detail-oriented accounting detail oriented ready to take ownership of complex bookkeeping tasks? Robert Half is seeking a skilled Full Charge Bookkeeper to join a dynamic and growing company. This position offers a great opportunity to build your bookkeeping expertise while working closely with senior management and assisting in financial operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the general ledger, including reconciliations and journal entries.</li><li>Prepare financial statements, reports, and budgets for management review.</li><li>Handle accounts payable and accounts receivable transactions.</li><li>Process payroll and maintain accurate records of employee compensation and benefits.</li><li>Manage bank and credit card reconciliations, ensuring timely and accurate processing.</li><li>Track and analyze daily cash flow and forecast financial needs.</li><li>Assist with compliance, regulatory filings, and tax preparation.</li><li>Work closely with external accountants during audits and year-end reporting.</li><li>Maintain vendor and client records to ensure accurate billing and payments.</li></ul><p><br></p>
<p>Our company is looking for a detail-oriented Accounts Receivable Specialist to support our growing accounting operations. If you thrive in a fast-paced environment and enjoy working with numbers, we invite you to apply and become an essential member of our finance department.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage invoicing, billing, and collections to ensure timely receipt of payments</li><li>Monitor outstanding accounts and follow up with clients regarding overdue balances</li><li>Apply payments to customer accounts and reconcile discrepancies</li><li>Assist with month-end closing procedures and prepare aging reports</li><li>Communicate professionally with internal teams and customers to resolve payment issues</li><li>Support audits and ensure compliance with company policies and regulatory requirements</li><li>Maintain accurate and organized records for all accounts receivable transactions</li></ul><p><br></p><p>For immediate consideration, please contact Dennis at 925-271-4809</p><p><br></p>
<p>Are you detail-oriented and passionate about numbers? Our company is seeking a dedicated Bookkeeper to join our finance department. In this role, you will ensure accurate financial recordkeeping, support the accounting team, and play a vital part in our business operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and update financial records, including ledgers, journal entries, and reconciliations</li><li>Process accounts payable and accounts receivable transactions</li><li>Monitor cash flow and manage bank reconciliations</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Assist with payroll processing and expense tracking</li><li>Support audits and tax preparation by ensuring documentation is accurate and organized</li><li>Work closely with the accounting team to resolve discrepancies and support process improvements</li></ul><p>For immediate consideration, please contact Dennis at 925-271-4809</p><p><br></p>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Napa, California. This role is essential in supporting our accounts receivable and distribution operations, ensuring accurate billing, reconciliations, and collections If you thrive in a fast-paced environment and enjoy working collaboratively across departments, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process customer billing for contract bottling and accounts payable, coordinating production costs, freight, and other related expenses.</p><p>• Manage contract employee requests, process weekly invoices, and maintain labor reporting records.</p><p>• Pull documentation for audits and ensure compliance with reporting standards.</p><p>• Approve, code, and process various invoices while maintaining accuracy.</p><p>• Serve as backup for order entry tasks, verifying order details, and item setups.</p><p>• Participate in annual inventory reconciliation efforts to ensure accurate records.</p><p>• Create and process credit memos for promotions, samples, and other programs in a timely manner.</p><p>• Reconcile accounts receivable, resolve discrepancies, and distribute collections and aging reports.</p><p>• Handle expense reporting through systems such as Concur and Amex.</p><p>• Process broker and distributor commissions and assist with additional finance-related tasks as needed.</p>
