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23 results for Associate Advisor in Foster City, CA

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-06-23T00:00:00Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-06-12T00:00:00Z

Associate Advisor | Financial Planning & Advisor Track

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-19T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-06-10T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software </li><li>Support advisors with comprehensive financial planning and client service </li><li>Participate in client meetings and maintain ongoing client relationships </li><li>Assist with account administration, investment service requests, and portfolio maintenance </li><li>Help improve workflows, processes, and client service delivery </li><li>Collaborate with advisors and internal specialists to support client goals </li><li>Stay current on compliance requirements, firm policies, and industry trends </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-05-22T00:00:00Z

Associate Attorney

San Jose, CA
remote
Temporary / Contract
70 - 90 USD / Hourly
Regional law firm in San Jose, CA is seeking an Associate Attorney to support its Employment Litigation practice. This firm offers the opportunity to work alongside experienced attorneys across multiple practice groups in a collaborative, sophisticated environment. The ideal candidate will have 1–3+ years of California-based civil litigation experience and a strong interest in employment-related matters. This is an excellent opportunity for a motivated attorney looking to build litigation experience at a dynamic firm with a broad practice platform. Responsibilities:<ul><li>Participate in all phases of employment litigation matters</li><li>Draft pleadings, motions, discovery, and other legal documents</li><li>Conduct legal research and prepare case strategy analyses</li><li>Manage discovery, including drafting and responding to written discovery</li><li>Assist with depositions, hearings, mediations, and trial preparation</li><li>Communicate effectively with clients, opposing counsel, and internal teams</li><li>Collaborate with attorneys across multiple practice areas as needed</li></ul>
2026-06-05T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow. Responsibilities: • Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes. • Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution. • Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes. • Conduct thorough legal research and analysis to ensure compliance with regulations and precedents. • Collaborate with team members to develop case strategies and share insights for effective resolution. • Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines. • Build and maintain strong client relationships to understand their needs and deliver tailored solutions. • Stay informed about changes in insurance laws and policies to provide up-to-date counsel. • Participate in remote or hybrid work settings, leveraging technology to maintain productivity. • Ensure adherence to ethical standards in all legal practices.
2026-06-17T00:00:00Z

Associate Attorney

San Jose, CA
remote
Temporary / Contract
70 - 90 USD / Hourly
Regional law firm has an immediate opening for an Associate Attorney with 2–5+ years of civil litigation experience to join its team in San Jose. This role will focus on insurance defense matters and support cases through the full litigation lifecycle, from initial case assessment through resolution and trial preparation. Candidates must be licensed to practice law in California. Key Responsibilities<ul><li>Handle insurance defense matters through all phases of civil litigation</li><li>Manage cases from inception through discovery, motion practice, depositions, mediation, and trial preparation</li><li>Draft pleadings, motions, briefs, discovery, and other litigation-related documents</li><li>Conduct legal research and develop case strategy</li><li>Communicate with clients, carriers, opposing counsel, experts, and court personnel</li><li>Manage deadlines, case calendars, and litigation workflow across multiple matters</li><li>Support case evaluation, reporting, and resolution strategy</li></ul>
2026-06-12T00:00:00Z

Associate Attorney

Walnut Creek, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
We are looking for an experienced Associate Attorney to handle complex medical malpractice and civil litigation matters in Walnut Creek, California. This role is ideal for a courtroom-focused attorney who can manage cases from initial evaluation through trial or arbitration while maintaining strong communication with clients and internal partners. The position calls for sound legal judgment, strategic case development, and the ability to guide support staff in delivering high-quality defense work. Responsibilities: • Lead the defense of physicians, hospitals, and related healthcare entities in medical malpractice matters through all phases of litigation, including trial and arbitration. • Develop case strategy by directing factual investigations, shaping discovery plans, and identifying effective approaches to support the defense. • Draft, review, and file pleadings, motions, and discovery responses while ensuring accuracy, timeliness, and alignment with case objectives. • Appear in court, at hearings, depositions, and other proceedings as needed to advocate for clients and advance assigned matters. • Partner with claims professionals to evaluate defense strategy, manage litigation activity, and support cost-conscious case handling. • Oversee adherence to attorney guidelines and maintain consistent reporting to clients and claims contacts regarding case developments and litigation status. • Provide day-to-day direction to legal staff and contribute to a collaborative team environment that supports strong case preparation. • Foster positive client relationships by addressing concerns promptly, seeking feedback, and maintaining composure in high-pressure situations.
2026-05-26T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
115000 - 160000 USD / Yearly
Boutique real estate litigation and landlord/tenant law firm located in San Francisco is seeking a skilled Associate Attorney! As part of the team, you will be handling cases from initiation to conclusion, making court appearances, and getting trained in San Francisco housing law. Responsibilities: • Oversee and manage multiple cases from beginning to end• Draft legal pleadings for various matters• Conduct thorough law and motion practices• Respond efficiently to discovery requests and draft responses• Appear in court for hearings, settlement conferences, and trial calls• Maintain a strong work ethic with a total commitment to success for our clients• Acquire comprehensive knowledge of San Francisco housing law• Demonstrate strong organizational and communication skills• Exhibit excellent research and writing skills• Multitask independently and manage time effectively
2026-06-15T00:00:00Z

Associate Attorney

Oakland, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
A civil litigation firm in Oakland is seeking a newly barred attorney to join its team. This is a contract-to-hire role and an excellent opportunity for a junior attorney to gain hands-on experience across a broad range of litigation matters while working closely with experienced attorneys in a collaborative, fast-paced environment. The firm is looking for someone eager to build their litigation skill set and contribute meaningfully from day one. Responsibilities<ul><li>Assist with all phases of civil litigation, including case development, pleadings, discovery, and motion practice</li><li>Conduct legal research and draft memoranda, correspondence, and court filings</li><li>Support written discovery, including drafting and responding to interrogatories, requests for production, and requests for admission</li><li>Participate in deposition preparation and assist with case strategy</li><li>Manage case deadlines and ensure compliance with court rules and procedures</li><li>Communicate with clients, opposing counsel, and internal team members</li><li>Support trial preparation, including organizing exhibits and case materials</li></ul>
2026-06-19T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Temporary / Contract
55 - 70 USD / Hourly
A growing real estate litigation practice is seeking an Associate Attorney (0–5 years of experience) to support a high-volume landlord-tenant and unlawful detainer practice representing property owners, landlords, and investors. This is an excellent opportunity for a motivated junior attorney to gain hands-on litigation experience in a collaborative, fast-paced environment. The ideal candidate will bring strong litigation fundamentals, attention to detail, and a willingness to develop expertise in housing law. This contract-to-hire opportunities requires candidates to be based in the Bay Area or Los Angeles area to report onsite as needed. Responsibilities<ul><li>Manage a caseload through all phases of litigation</li><li>Draft pleadings, motions, and other legal documents</li><li>Handle law and motion practice</li><li>Draft and respond to written discovery</li><li>Conduct legal research and prepare memoranda</li><li>Maintain clear communication while managing multiple matters independently</li></ul>
2026-06-19T00:00:00Z

Associate Advisor (Advisor Track!) | San Ramon

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers.Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional developmentIn this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-19T00:00:00Z

Financial Planner/Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Associate

Oakland, CA
remote
Permanent / Full Time
150000 - 200000 USD / Yearly
Established law firm is seeking an Associate Attorney to join their dynamic team. This remote role offers an opportunity to engage in challenging civil litigation cases, focusing on combating insurance fraud and advocating for justice on behalf of our clients. The ideal candidate will bring strong analytical and writing skills, a collaborative mindset, and a willingness to take on significant responsibilities from the outset. This person MUST RESIDE IN CALIFORNIA, TEXAS, OR WASHINGTON & have an active California bar license. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Represent clients in civil litigation cases, with a primary focus on insurance fraud matters.• Conduct legal research, draft pleadings, and prepare comprehensive legal documents.• Participate in depositions, including both conducting and defending them effectively.• Manage the discovery process, including drafting and responding to discovery requests.• Collaborate with team members to develop and execute litigation strategies.• Handle pre-trial and trial responsibilities, including preparing evidence and presenting cases in court.• Communicate and negotiate with opposing counsel to seek resolutions or settlements when appropriate.• Maintain up-to-date knowledge of relevant laws and regulations affecting insurance fraud cases.• Foster strong client relationships through regular communication and updates on case progress.
2026-06-11T00:00:00Z

Associate

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 160000 USD / Yearly
We are looking for a skilled Litigation Attorney to join an established law firm in Walnut Creek, California. This role offers an exciting opportunity to work with a highly respected firm specializing in construction litigation. If you thrive in a collaborative environment and are passionate about delivering exceptional legal solutions, we encourage you to apply. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Handle various aspects of litigation, including preparing pleadings, drafting motions, and managing discovery processes.• Conduct legal research and analysis to support case strategies and provide informed recommendations to clients.• Represent clients in mediation and dispute resolution proceedings to achieve favorable settlements.• Take and defend depositions with professionalism and attention to detail.• Collaborate with team members to develop comprehensive legal strategies and solutions.• Manage settlement agreements and ensure compliance with negotiated terms.• Provide legal guidance and representation in matters related to community association law.• Argue motions effectively in court to support case objectives.• Maintain clear and persuasive communication with clients and stakeholders to address their legal needs.• Stay updated on relevant legal developments and apply knowledge to enhance case outcomes.
2026-06-11T00:00:00Z

Associate

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 200000 USD / Yearly
National law firm is seeking an attorney to join their team. This role is centered around litigation law, particularly within the areas of toxic tort, complex product liability, general liability, and commercial litigation. You will be responsible for handling local and national accounts throughout the state of California, managing a litigation caseload, and preparing for and participating in trials. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities• Manage a litigation caseload, ensuring all aspects of each case are attended to in a timely and organized manner• Conduct depositions, preparing witnesses for deposition and trial• Review and analyze discovery requests, preparing and responding to discovery responses and pleadings• Prepare court filings and service to counsel, utilizing e-filing where applicable• Prepare for and provide support during trials• Maintain accurate time records, ensuring all work is accounted for• Utilize your skills in defending depositions, trial experience, and civil litigation to effectively carry out your duties• Analyze complex matters, drawing on your ability to work independently and multi-task• Exhibit superior research and writing skills, using these to benefit the team and our clients.
2026-06-11T00:00:00Z

Associate

Hayward, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Boutique law firm is seeking a dedicated Associate to join their firm. In this role, you will focus on employment litigation, primarily on the defense side, while contributing to other legal matters as needed. They pride themselves on maintaining a balanced work environment that emphasizes quality advocacy, professionalism, and collaboration. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Handle employment litigation cases, including drafting motions, conducting legal research, and preparing court filings.• Represent clients in depositions, hearings, and other legal proceedings with professionalism and strategic insight.• Collaborate with colleagues to develop case strategies and ensure effective representation of clients.• Maintain clear and consistent communication with clients to address their needs and provide updates on case progress.• Write and edit legal documents with precision and attention to detail, ensuring high-quality deliverables.• Conduct thorough analysis of employment law matters, offering strategic advice and solutions to clients.• Participate in firm initiatives that promote diversity, collaboration, and work-life balance.• Stay informed about changes in employment law and related legal practices to ensure compliance and effectiveness.• Uphold ethical standards and client-centered advocacy in all aspects of your work.
2026-06-11T00:00:00Z

Assistant Manager

San Francisco, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
Natalie Lue with Robert Half is seeking a hands-on Accounting Supervisor with QuickBooks expertise to support a diverse client base. Must have prior supervisory experience and strong full-cycle accounting skills. Key responsibilities:• Full-charge bookkeeping• AP/AR + reconciliations• Payroll (Paychex, ADP, etc. a plus)• Financial reporting + analysis• Team supervision Ideal for a detail-oriented, client-facing professional who thrives in a fast-paced environment and enjoys working onsite.
2026-06-19T00:00:00Z

Associate Financial Advisor - Team Environment

San Ramon, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Apply here and ping me on LinkedIn for immediate consideration - Jeffrey Abrams An established and rapidly growing independent wealth management firm is seeking an ambitious Associate Advisor to join its collaborative advisory team. The firm has experienced significant growth over the past several years and is committed to investing in the next generation of financial advisors.This is an exceptional opportunity for an aspiring advisor or financial planner who wants to accelerate their career in a highly supportive, education-focused environment. You'll work directly alongside experienced advisors, gain exposure to sophisticated financial planning strategies, and develop the skills necessary to eventually manage client relationships independently. The culture is built around mentorship, continuous learning, and helping team members grow professionally. If you're intellectually curious, client-focused, and excited about building a long-term career in wealth management, this role offers a clear path for advancement. As an Associate Advisor, you'll serve as a key partner to Senior Advisors while helping deliver a best-in-class client experience. You'll participate in every stage of the financial planning process and gain hands-on experience working with affluent clients. Key Responsibilities<ul><li>Assist in preparing comprehensive financial plans and recommendations</li><li>Analyze client data and develop planning strategies across retirement, tax, investment, insurance, and estate planning topics</li><li>Participate in client meetings and help communicate planning recommendations</li><li>Collaborate with advisors to explain the rationale behind planning strategies and recommendations</li><li>Prepare meeting materials, follow-up items, and implementation tasks</li><li>Coordinate with operations, service, and compliance teams to ensure a seamless client experience</li><li>Monitor client action items and ensure timely execution</li><li>Maintain accurate client records and planning documentation</li><li>Support ongoing client relationships through proactive service and communication</li></ul>What Makes This Opportunity Unique<ul><li>Direct mentorship from experienced financial advisors</li><li>Significant exposure to comprehensive financial planning</li><li>Clear career progression toward Lead Advisor responsibilities</li><li>Education-first culture that encourages professional development</li><li>Opportunity to pursue CFP® certification with firm support</li><li>Collaborative, team-oriented environment with strong leadership accessibility</li><li>Long-term growth potential, including future leadership and partnership opportunities</li></ul>
2026-06-05T00:00:00Z

Associate Director of Client Service

San Francisco, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Director of Client Services | Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Associate Director, Client Service - Family Office

San Francisco, CA
onsite
Permanent / Full Time
1000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Director of Client Services | Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Job Description:We are seeking an Assistant Property Manager to support daily operations for an affordable housing community, with a focus on resident relations, leasing administration, compliance, and vendor coordination. This role helps ensure quality service for residents while supporting property operations in accordance with affordable housing program requirements.Responsibilities:<ul><li>Assist with resident communication, service requests, and issue resolution</li><li>Support rent collection, recertifications, lease administration, and renewals</li><li>Help process applicant files and maintain waitlists in accordance with affordable housing guidelines</li><li>Coordinate maintenance requests, inspections, and vendor services</li><li>Maintain accurate resident, compliance, and property records</li><li>Support reporting and documentation related to affordable housing programs</li><li>Help ensure compliance with LIHTC, HUD, Section 8, or other applicable housing regulations</li></ul>
2026-06-15T00:00:00Z