12 Results for Paraplanner Jobs in Alamo, CA

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Financial Planner

Mountain View, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Financial Planner

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Paralegal

Emeryville, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting. Responsibilities: • Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review. • Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions. • Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials. • Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule. • Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases. • Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents. • Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction. • Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date. • Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings. • Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
2026-09-10T00:00:00Z

Paralegal

San Francisco, CA
remote
Permanent / Full Time
90000 - 160000 USD / Yearly
We are looking for an experienced and detail-oriented Real Estate Paralegal to join an established team in San Francisco, California. This role focuses on supporting commercial real estate transactions, including title and survey reviews, lease summaries, and closing coordination. If you thrive in a dynamic environment and enjoy working on complex projects, this position offers an excellent opportunity to grow your career. This role can be primarily REMOTE as long as the candidate resides in California, Colorado, and/or Texas. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Conduct thorough reviews and analyses of title and survey documents to identify and address issues, negotiating revisions as needed.• Prepare and draft transaction-related documents, including leases, estoppels, SNDAs, and loan agreements.• Coordinate and manage closing activities, including collecting and delivering signatures, preparing closing instructions, and liaising with escrow and title companies.• Assist in the formation of entities, drafting operating agreements, and obtaining relevant certificates and good standing documentation.• Summarize and maintain timelines for critical events in purchase and sale agreements to ensure deadlines are met.• Handle due diligence reviews and manage post-closing activities, including the collection and distribution of transaction materials and preparation of closing binders.• Collaborate on finance-related tasks such as loan modifications, title work, and documentation for real estate financing.• Incorporate online tools to enhance efficiency and accuracy in workflow management.• Provide training and guidance to new staff and attorneys on processes and best practices.• Support administrative tasks, including updating case files, organizing documents, and managing mailings and scanning.
2026-09-10T00:00:00Z

Paralegal

Burlingame, CA
onsite
Permanent / Full Time
110000 - 170000 USD / Yearly
Out client is looking for a skilled Paralegal to support a busy trusts and estates practice in Burlingame, California, serving individuals and families. This position offers meaningful hands-on involvement in estate and trust matters, regular interaction with clients and advisors, and exposure to sophisticated asset and tax issues. The right candidate brings strong organizational ability, sound judgment, and a detail-oriented, service-oriented approach to sensitive matters. Responsibilities:• Guide clients, trustees, and family members through trust and estate administration matters with care.• Coordinate communications with beneficiaries and outside professionals such as accountants, financial advisors, and other consultants to keep matters moving efficiently.• Prepare and revise legal correspondence, transfer documents, deeds, and court filings related to probate and estate administration.• Assemble and maintain detailed asset schedules, allocation summaries, and distribution records to support accurate administration.• Assist with the preparation of federal estate and gift tax filings, including Forms 706 and 709, and organize supporting financial information.• Examine bank records and related financial documents to identify assets, verify transactions, and support reporting requirements.• Maintain orderly client files, oversee document execution logistics, and provide notarial support when needed.• Contribute to the day-to-day management of probate proceedings and post-death trust administration from opening through final distribution.
2026-09-22T00:00:00Z

Paralegal

San Francisco, CA
onsite
Temporary / Contract
28 - 40 USD / Hourly
A San Francisco-based nonprofit legal organization is seeking a Litigation Paralegal to provide day-to-day litigation and legal administrative support on a contract basis. The position focuses on preparing discovery responses, handling state and federal electronic court filings, and supporting civil litigation matters, primarily involving unlawful detainer (eviction) proceedings and housing-related disputes.This opportunity is ideal for a hands-on civil litigation paralegal who is comfortable balancing substantive litigation responsibilities with traditional legal secretarial and administrative duties in a collaborative nonprofit environment where flexibility and attention to detail are essential. Responsibilities<ul><li>Prepare and assist with written discovery responses, including interrogatories, requests for production, and requests for admission.</li><li>Gather client information, organize responsive documents, and assist with subpoenas and document production.</li><li>Prepare, format, and electronically file pleadings, motions, and other litigation documents in California state and federal courts.</li><li>Assist with drafting pleadings, answers, demurrers, and other legal documents using established templates and attorney direction.</li><li>Maintain case files, manage litigation calendaring, track court deadlines, and coordinate hearings, depositions, and meetings.</li><li>Provide legal secretarial and administrative support, including document preparation, correspondence, client communication, occasional intake and phone coverage, and office-related errands.</li></ul>
2026-10-10T00:00:00Z

Paralegal

San Francisco, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are looking for an experienced Paralegal to join a respected plaintiffs’ litigation firm in San Francisco, California. This permanent position supports complex matters involving securities and antitrust disputes and is well suited for someone who is detail oriented and confident navigating demanding litigation timelines. The ideal candidate brings strong judgment, exceptional organization, and the ability to keep multiple case activities moving efficiently from early discovery through final filings and hearing preparation. Responsibilities: • Support attorneys throughout the litigation lifecycle, including document review, discovery coordination, motion preparation, and hearing or trial support. • Organize and manage sophisticated court filings by reviewing procedural requirements, tracking deadlines, coordinating input from internal and external counsel, and ensuring timely submission and service. • Prepare, review, and maintain case materials using modern e-discovery and case management platforms to keep records accurate and accessible. • Handle federal and state electronic filing processes with close attention to court-specific rules and formatting standards. • Perform cite-checking, fact verification, and document proofreading to help maintain high-quality written work product. • Assist with trial and arbitration readiness by assembling exhibits, coordinating logistics, and supporting attorneys during critical case events when needed. • Monitor case progress, raise issues proactively, and provide timely status updates to supervising attorneys. • Manage competing priorities independently while contributing effectively to a collaborative legal team in a deadline-driven environment.
2026-09-22T00:00:00Z

Paralegal

Walnut Creek, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for an experienced Legal Assistant/Paralegal to support a small practice in the East Bay. This role combines substantive paralegal work with legal administrative and office coordination responsibilities in a firm focused on real estate, construction, and business disputes. The ideal candidate brings strong judgment, advanced organizational skills, and confidence using legal technology in a fast-paced civil litigation environment. Responsibilities:• Manage case documents from intake through trial, including organizing, reviewing, and analyzing records for active civil litigation matters.• Prepare discovery materials and assist with drafting pleadings, motions, and other case-related documents as needed.• Conduct legal research using platforms such as Westlaw and other technology tools to support attorneys in case strategy and preparation.• Evaluate and screen prospective client inquiries, gathering key information and helping determine next steps for attorney review.• Coordinate trial preparation by assembling exhibits, binders, and other materials required for hearings, depositions, and trial.• Handle civil court filings, arrange service of documents, and ensure submissions meet court rules and deadlines.• Maintain calendars and scheduling for litigation events, client meetings, and court-related obligations.• Build and maintain organized electronic and administrative files, while also supporting office operations, recordkeeping, and supply management.• Assist with accounts payable and accounts receivable tasks to help keep daily firm operations running smoothly.
2026-10-07T00:00:00Z

Paralegal

Stanford, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for an experienced Paralegal to support a collaborative legal team serving a major academic and healthcare environment in California. This role offers broad exposure to litigation support, records-related matters, and legal operations while partnering closely with attorneys across a wide range of issues. The ideal candidate brings strong judgment, discretion, and comfort with legal technology, along with the ability to manage sensitive information and shifting priorities in a fast-paced setting. Responsibilities: • Partner with attorneys on litigation matters by organizing case materials, tracking deadlines, and supporting day-to-day case progress. • Assist with subpoena responses, records requests, and related document coordination while helping maintain accuracy and confidentiality. • Contribute to discovery efforts by coordinating document collection, review workflows, and production activities across legal matters. • Prepare materials for hearings, depositions, and trial-related activities, ensuring files and supporting documents are complete and accessible. • Help manage legal holds, e-discovery tools, and case management systems to improve consistency and efficiency in legal operations. • Coordinate projects involving university and healthcare stakeholders, keeping communications organized and workstreams moving forward. • Handle confidential and sensitive information with a high level of integrity, sound judgment, and discretion. • Support the refinement of legal processes and procedures by identifying practical improvements in how matters are tracked and managed.
2026-09-14T00:00:00Z

Lead Financial Planner

Mountain View, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Financial Planning & Analysis Manager

Berkeley, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join a mission-oriented consumer products company in Berkeley, California. In this role, you will guide budgeting, forecasting, and performance analysis while helping leadership make informed business decisions. The position works closely with cross-functional teams to uncover insights, improve financial visibility, and support long-term growth. This is a hybrid opportunity with onsite collaboration in Berkeley, California three days per week. Responsibilities: • Direct the annual budgeting cycle by partnering with business leaders to build realistic plans aligned with company objectives. • Produce rolling forecasts, financial models, and scenario evaluations that support short- and long-range planning. • Review financial results against targets, explain variances, and highlight the operational factors influencing performance. • Turn financial and business data into clear insights that identify risks, emerging trends, and areas for improvement. • Create reporting packages and dashboards that give senior leaders timely visibility into company performance. • Work with teams across sales, marketing, operations, research and development, and people functions to support strategic decisions. • Recommend actions that strengthen profitability, improve efficiency, and optimize the use of company resources. • Challenge assumptions, test business cases, and provide sound financial guidance on spending and investment decisions. • Enhance planning and reporting practices by refining tools, methodologies, and analytics capabilities. • Take ownership of special projects that extend beyond routine FP&A work and contribute to broader business priorities.
2026-09-11T00:00:00Z

Financial Planner - 1 Day Onsite

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

12 results for Paraplanner in Alamo, CA