<p>Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Establish and maintain strong, trusting relationships with high net worth and corporate clients.</li><li>Understand, articulate, and work towards client goals and objectives.</li><li>Collaborate with the team to design effective financial and investment options to meet client goals.</li><li>Maintain high levels of confidentiality and sensitivity in managing client information.</li></ul><p><br></p>
<p>We are offering an opportunity for a Project Manager. This role involves leading a key initiative, understanding technical aspects of new systems, and coordinating with various stakeholders. This position will also require you to address legal and compliance matters, manage projects, and facilitate stakeholder engagement.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with technical teams to evaluate the current video systems and find opportunities for integration.</p><p>• Work hand in hand with emergency communication centers to ensure smooth integration and response.</p><p>• Address data privacy and permissions concerns in coordination with legal counsel.</p><p>• Develop and enforce comprehensive data privacy and security protocols.</p><p>• Lead the creation and management of detailed project plans, timelines, and budgets.</p><p>• Regularly track project progress and identify potential risks.</p><p>• Facilitate effective communication with stakeholders, including city officials, department heads, and community members.</p><p>• Establish strong relationships with key stakeholders.</p><p>• Conduct meetings and workshops to gather input and address concerns.</p><p>• Apply lessons learned from existing pilot programs to inform the overall initiative.</p><p>• Identify opportunities to integrate video systems with other city initiatives.</p>
<p><strong>Treasury Management Business Development Officer</strong></p><p><em>Location: [Twin Cities Metro Area]</em></p><p>Are you an experienced business development professional with expertise in treasury management solutions? Join a dynamic organization as a <strong>Treasury Management Business Development Officer</strong>, responsible for driving growth in business deposits and treasury management revenue through networking, outreach, relationship management, and collaboration with internal partners.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop new opportunities to grow business deposit balances and treasury management revenue through networking and independent outreach.</li><li>Partner with internal teams on joint-calling efforts to expand member relationships and deliver a comprehensive experience.</li><li>Manage a portfolio of treasury management members, conducting relationship reviews and uncovering additional opportunities.</li><li>Deliver professional business presentations and recommend tailored solutions to meet member needs.</li><li>Maintain compliance with ACH originator rules, industry trends, and regulatory requirements.</li><li>Assist in developing new services, refining existing offerings, and conducting annual audits.</li><li>Achieve or exceed assigned sales and revenue targets.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Minimum 5 years of experience in treasury management sales with a proven ability to source new relationships and exceed sales goals.</li><li>Comprehensive knowledge of treasury management solutions and operations; familiarity with Fiserv Premier preferred.</li><li>Strong sales, business development, relationship management, and communication skills.</li><li>Expertise in Microsoft Excel, Word, PowerPoint, and Outlook; self-motivated with the ability to manage time and multitask effectively.</li></ul><p>Elevate your career in a fast-paced environment that rewards innovation, collaboration, and results-driven professionals.</p><p><strong>Contact:</strong></p><p>Douglas Rickart at 612-249-0330 or connect on LinkedIn. Alternatively, click the application link to apply today!</p>
We are looking for a dedicated Office Assistant to join our healthcare team in Saint Paul, Minnesota. In this long-term contract position, you will play a vital role in supporting the daily operations of our health center, ensuring a positive and productive environment for both staff and patients. This opportunity allows you to contribute to meaningful work in the healthcare industry while fostering collaboration and efficiency.<br><br>Responsibilities:<br>• Provide administrative support to health center staff, promoting teamwork and a positive workplace culture.<br>• Assist the Health Center Manager in developing and executing plans that align with organizational goals and objectives.<br>• Monitor daily operations and promptly address barriers to quality performance and customer service.<br>• Ensure compliance with policies, procedures, medical standards, and regulatory guidelines.<br>• Mentor staff to reinforce patient-centered service delivery and uphold high customer service standards.<br>• Participate in hiring, training, and ongoing development of health center staff.<br>• Conduct analyses to identify opportunities for operational improvements and assist in implementing solutions.<br>• Support clinic flow by performing non-licensed tasks such as front desk duties, patient rounding, stocking, and cleaning.<br>• Collaborate with other departments to ensure the health center achieves organizational goals.<br>• Assume full operational accountability in the Health Center Manager’s absence.
<p><strong>Position Summary:</strong></p><p>A highly skilled and professional Executive Assistant (EA) is sought to provide comprehensive administrative and strategic support to senior-level executives. This individual will act as a trusted partner, facilitating the seamless execution of daily operations, managing high-priority tasks, and upholding confidentiality while fostering effective communication across internal and external stakeholders. The ideal candidate is proactive, detail-oriented, and excels in managing complex schedules, projects, and communications in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Executive Support:</strong></p><ul><li>Provide high-level administrative support to senior executives, including calendar management, meeting coordination, and travel arrangements.</li><li>Prepare, edit, and manage correspondence, presentations, and reports with precision and professionalism.</li><li>Act as the first point of contact, screening and prioritizing incoming communications and requests.</li></ul><p><strong>Scheduling and Coordination:</strong></p><ul><li>Manage complex and dynamic schedules, ensuring alignment with business priorities and minimizing conflicts.</li><li>Organize and coordinate meetings, conferences, and events, including preparing agendas, materials, and follow-up action items.</li></ul><ol><li><strong>Project Management:</strong></li></ol><ul><li>Assist in planning and managing special projects, ensuring deadlines and objectives are met.</li><li>Track deliverables and facilitate cross-functional team collaboration when applicable.</li></ul><p><strong>Relationship Management:</strong></p><ul><li>Serve as a liaison between executives, employees, clients, and external stakeholders.</li><li>Build and maintain relationships that reflect the company’s values of integrity, inclusion, innovation, and commitment to success.</li></ul><p><strong>Confidentiality and Discretion:</strong></p><ul><li>Manage sensitive information with a high degree of confidentiality and professionalism.</li><li>Exercise sound judgment in handling complex and highly confidential matters.</li></ul><p><strong>Administrative Processes and Tools:</strong></p><ul><li>Manage expense reports, budget tracking, and other administrative tasks.</li><li>Use advanced knowledge of Microsoft Office Suite and other relevant tools to optimize efficiency.</li><li>Continuously identify and implement process improvements to enhance executive support.</li></ul><p><br></p>
Accountant,Accounts Payable (AP),General Ledger,Accounts Receivable (AR),Journal Entries,Ba<br>Job Description: Certified Public Accountant (CPA)<br><br>Position Title: Accountant, CPA<br>Experience Level: 3-5 Years<br>Software Proficiency: UltraTax<br>Industry Focus: Small Businesses<br><br>About the Role:<br>We’re seeking a detail-oriented and experienced Certified Public Accountant (CPA) with 3-5 years of professional accounting experience to join our team on a contract to hire basis. This position focuses on providing high-quality tax preparation, financial analysis, and advisory services to small businesses in a variety of industries. The ideal candidate is proficient in using UltraTax software to deliver timely and accurate results to our clients.<br><br>Key Responsibilities:<br><br>Small Business Accounting & Tax Preparation:<br><br>Prepare and file tax returns for small business clients, ensuring compliance with federal, state, and local regulations.<br>Review and analyze financial statements, identify potential risks, and recommend solutions to meet business goals.<br>Utilization of UltraTax Software:<br><br>Leverage UltraTax to streamline tax workflows, ensuring precision and efficiency in all tax-related tasks.<br>Stay up-to-date with UltraTax updates and best practices to maximize functionality and accuracy in client deliverables.<br>Client Advisory & Relationship Management:<br><br>Build and maintain strong relationships with small business clients by acting as a trusted advisor.<br>Provide insights into financial outcomes and strategies to optimize business operations and growth.<br>Assist clients in addressing and resolving inquiries from tax authorities, as necessary.<br>Compliance & Reporting:<br><br>Manage compliance for tax codes and regulations while staying informed on any changes to ensure clients remain up-to-date.<br>Prepare periodic financial reports and filings as requested by clients or regulatory bodies.<br>Collaboration & Team Support:<br><br>Collaborate with colleagues on cross-functional projects to deliver comprehensive service to clients.<br>Provide mentorship and guidance to junior team members on tax and accounting best practices.<br>Required Qualifications:<br><br>Active CPA license.<br>3-5 years of accounting and tax preparation experience, preferably working with small businesses in diverse industries.<br>Expertise in using UltraTax software.<br>Strong understanding of federal, state, and local tax codes and reporting requirements.<br>Exceptional attention to detail and ability to work within tight deadlines.<br>Excellent communication and interpersonal skills for building rapport with clients and internal teams.<br>Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and general familiarity with accounting software platforms.<br>Preferred Qualifications:<br><br>Previous experience working in a client-facing role or public accounting firm.<br>Knowledge of bookkeeping best practices and small business financial management.
We are looking for an experienced Product Manager to join our team in Minneapolis, Minnesota, within the manufacturing industry. This role will focus on managing technology roadmaps, optimizing business applications, and driving operational efficiency through innovative solutions. The ideal candidate will collaborate with cross-functional teams to deliver impactful results aligned with organizational strategies.<br><br>Responsibilities:<br>• Develop and execute comprehensive product roadmaps for enterprise application platforms, emphasizing process automation and operational efficiency.<br>• Lead the evaluation, selection, and implementation of business applications that align with organizational goals and IT strategies.<br>• Manage product backlogs, create process flows, and oversee functional designs and test plans to support solution delivery.<br>• Build and maintain strong relationships with stakeholders at all levels, fostering trust and collaboration between IT and business teams.<br>• Act as a liaison between IT and business functions, providing technology expertise to identify and prioritize solutions.<br>• Partner with cross-functional teams to gather business requirements and translate them into actionable technology needs.<br>• Lead initiatives to modernize and migrate applications to cloud platforms, ensuring seamless integration and transitions.<br>• Analyze business processes to identify opportunities for improvement and recommend technology-driven solutions.<br>• Deliver training sessions to enhance user understanding and adoption of core business applications.
