Description Responsibilities • Bill pay, including calls to payees regarding incorrect bills and preparation of payments for client approval • Reconcile checking accounts and investment statements • Prepare and make bank deposits • Organize tax documents • Negotiate with creditors • Review medical insurance papers and verifying proper processing of claims • Provide general organization of financial papers and systems • Collaborate with clients’ tax preparer, attorney, and investment professionals • Connect clients to vetted community resources • Prepare accountings and track client spending Additional responsibilities may include supporting the Company in providing: • Notary services • Fulfilling roles to act as power of attorney, trustee, executor, or guardian • Prepare client spending plans and update budgets • Preparing plans to reduce debt • Other duties, as assigned All Roles • Attend weekly staff meetings to review client cases • Record time daily and expenses monthly by/before deadline(s) Requirements Requirements + Previous office work or administrative work is huge, but we are very open to entry level too. This is an entry level role. + Detail Oriented, organized, friendly, ethical. + No Job Hoppers + Strong communicator. A lot of written communication with attorneys and CPAs. BENEFITS • Rewarding work with the clients • Awesome, hardworking teammates • Medical, dental, vision insurance (80% employer contribution for employee coverage) • Retirement plan with company contribution • Paid Time Off + 8 paid holidays • Paid membership for job-related professional organizations • Technology galore for job efficiency • Room for growth and promotion Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .