Senior Fiduciary Analyst & Portfolio Manager Job at Robert Half (Concord)

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Assistant Food And Beverage Operations Manager

Assists with supervising food and beverage/culinary daily operations. Responsibi...

Location

United States , Anaheim

Salary:

28.85 - 35.10 USD / Hour

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or GED
3 years experience in the food and beverage, culinary, or related professional area
OR 2-year degree from an accredited university in Food Service Management, Hotel and Restaurant Management, Hospitality, Business Administration, or related major
1 year experience in the food and beverage, culinary, or related professional area

Job Responsibility

Assists in the ordering of F&B supplies, cleaning supplies and uniforms
Supervises daily F&B shift operation and ensures compliance with all F&B policies, standards and procedures
Supports and supervises an effective monthly self inspection program
Operates all department equipment as necessary and reports malfunction
Supervises staffing levels to ensure that guest service, operational needs, and financial objective are met
Encourages and builds mutual trust, respect, and cooperation among team members
Develops specific goals and plans to prioritize, organize, and accomplish your work
Celebrates and fosters decisions that result in successes as well as failures
Communicates areas that need attention to staff and follows up to ensure understanding
Coordinates cleaning program in all F&B areas (including General clean), identifying trends and making recommendation for improvements

Fulltime

Construction Controller

A commercial real estate developer is seeking a Construction Controller to lead ...

Location

United States , South Florida

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or related field
5–10+ years of progressive accounting experience, including construction or project-based accounting
Strong knowledge of GAAP, job costing, WIP reporting, and revenue recognition
Experience with Sage 300 / Timberline (required)
AIA billing, retainage, and certified payroll
Commercial or civil construction environment
Familiarity working closely with project managers and field teams
Experience improving or implementing accounting systems
Strong analytical and problem-solving skills
Detail-oriented with a focus on accuracy and compliance

Job Responsibility

Lead all accounting functions including general ledger, AP/AR, payroll, collections, and monthly close
Maintain accurate job cost records, monitor project performance, and support project managers with cost-to-complete analysis
Manage annual budgets, quarterly forecasts, and cash flow planning at both company and project levels
Prepare and review work-in-progress schedules, revenue recognition, and margin analysis
Oversee AIA billing, lien waivers, retainage, certified payroll, and tax compliance
Establish and maintain strong financial controls, approval workflows, and audit-ready processes
Review subcontractor agreements, purchase orders, and vendor terms for financial accuracy and risk mitigation
Manage and develop accounting staff to ensure accurate and timely financial operations
Deliver monthly financial statements and support leadership with performance insights

What we offer

medical, vision, dental, and life and disability insurance
enroll in our company 401(k) plan

Fulltime

Locum Pedodontist Pediatric Dentist

Aya Locums has an immediate opening for a 5 week locum Pedodontist Pediatric Den...

Location

United States , Rosenberg

Salary:

1100.00 - 1200.00 USD / Day

Aya Locums

Expiration Date

Until further notice

Requirements

Doctor of Dental Surgery (DDS) or Doctor of Dental Medicine (DMD) degree from an accredited dental school
Active and unrestricted dental license in Texas
Current BLS certification
At least one year of experience in a dental practice

Job Responsibility

Conduct comprehensive oral health assessments and diagnose dental conditions
Develop and implement individualized treatment plans
Perform a variety of dental procedures, including fillings, extractions, root canals, and crown and bridge work
Provide preventive dental care, such as cleanings and oral hygiene education
Administer local anesthesia and nitrous oxide as needed
Collaborate with dental hygienists, dental assistants and other dental professionals
Maintain accurate and complete dental records

What we offer

Access to top hospitals and healthcare systems in diverse care settings
Highly competitive, transparent locum tenens pay
Dedicated application and assignment support
In-house credentialing and licensing teams
Travel and lodging coverage
Easy timekeeping and streamlined management of documents
Malpractice coverage and risk management support

Fulltime

Prep Cook

Full-Time - Prep Cook at Court at Brooklin. Assist with the preparation and pres...

Location

Canada , Brooklin

Salary:

17.60 CAD / Hour

Atria Senior Living

Expiration Date

Until further notice

Requirements

Basic reading, writing, and mathematical skills
Effectively read, write and communicate in English with residents and other employees
Food handlers permit as required by provincial law and/or Company standards
Able to follow and read recipes and production guides
Knowledge of food handling, preparation, cooking and service

Job Responsibility

Assist with the preparation and presentation of meals
Provide a high level of customer service
Work closely with the Executive Chef and/or Sous Chef to keep residents satisfied with food and dining programs
Maintain kitchen in a clean, safe, and sanitary condition at all times
Adhere to cleaning schedules as assigned
Ensure that all food is received, stored, and prepared according to company standards
Assist cook with preparation and presentation of meals and snacks in accordance to company recipe and production guides
Keep kitchen floors clean (sweeps and mops) and trash emptied
Assist with the transportation and storage of food and supplies
Assist cooks as requested

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition

Fulltime

Assistant Chief Steward

POSITION SUMMARY Direct and assist Stewards in order to make clean up more effi...

Location

Qatar , Doha

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or G.E.D. equivalent
At least 2 years of related work experience
At least 1 year of supervisory experience

Job Responsibility

Direct and assist Stewards in order to make clean up more efficient
Ensure water temperature, and chemical levels are appropriate for cleaning and documented
Assist with Banquet plate-ups
Assist cooks and kitchen staff with various tasks as needed
Provide cooks with needed items
Support banquet and buffet by transporting and ensuring adequate stock
Return cleaned items to proper locations
Operate and maintain cleaning equipment and tools, including the dish washing machine, hand wash stations pot-scrubbing station, and trash compactor
Assist management in hiring, training, scheduling, evaluating, counseling, disciplining, and motivating and coaching employees
Follow all company and safety and security policies and procedures

Fulltime

Office Assistant

Location

United States , Dublin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in an office support, receptionist, or administrative assistant role
Ability to scan, organize, index, and maintain high volumes of documents with strong attention to detail
Comfortable handling inbound phone calls, greeting visitors, and providing attentive front-desk support
Proficiency with clerical tasks such as copying, filing, faxing, and preparing spreadsheets
Experience sorting incoming mail and working with sensitive paperwork in an organized manner
Working knowledge of Microsoft Office tools and ability to learn internal workflow systems quickly
Strong communication skills in English
Spanish language ability is a plus
Ability to manage multiple priorities effectively in a fast-paced work setting

Job Responsibility

Open, sort, and batch incoming mail and payments by trust
Scan, index, and upload documents accurately and in a timely manner
Organize workflows across internal systems (Perceptive, Smartsheet)
Maintain and update tracking spreadsheets for member data and enrollment processes
Prepare documents, packets, and reports for internal and external distribution
Copy forms and correspondence as needed
Send and receive faxes
Provide front desk support, including answering calls, greeting visitors, and assisting walk-ins
Coordinate member meetings with remote staff via Microsoft Teams
Assist with preparation and distribution of participant materials

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

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Senior Fiduciary Analyst & Portfolio Manager

Job Description

Job Responsibility

Requirements

What we offer

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