<p>We are looking for a talented Associate Attorney to join a collegial team in the East Bay. The ideal candidate will bring 1+ years of experience in insurance litigation and demonstrate a strong commitment to excellence in legal practice. This role provides the opportunity to work in a hybrid environment, balancing remote flexibility with in-person responsibilities as needed to meet client and case demands.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases from inception to resolution, including drafting motions and handling discovery requests.</p><p>• Conduct depositions and represent clients effectively in court proceedings.</p><p>• Perform thorough legal research and prepare high-quality written materials.</p><p>• Collaborate with colleagues and clients to develop case strategies and solutions.</p><p>• Stay updated on relevant legal developments and apply them effectively to cases.</p><p>• Ensure compliance with all applicable laws and regulations in insurance litigation.</p><p>• Participate in activities requiring travel, as needed, for case-related matters.</p><p>• Build and maintain strong, attentive relationships with clients and stakeholders.</p><p>• Utilize strong presentation skills to deliver compelling arguments and case updates.</p>
<p>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. </p><p><br></p><p>Responsibilities:</p><p>• Represent clients in civil litigation cases, with a primary focus on insurance fraud matters.</p><p>• Conduct legal research, draft pleadings, and prepare comprehensive legal documents.</p><p>• Participate in depositions, including both conducting and defending them effectively.</p><p>• Manage the discovery process, including drafting and responding to discovery requests.</p><p>• Collaborate with team members to develop and execute litigation strategies.</p><p>• Handle pre-trial and trial responsibilities, including preparing evidence and presenting cases in court.</p><p>• Communicate and negotiate with opposing counsel to seek resolutions or settlements when appropriate.</p><p>• Maintain up-to-date knowledge of relevant laws and regulations affecting insurance fraud cases.</p><p>• Foster strong client relationships through regular communication and updates on case progress.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are looking for a dedicated Associate to join a boutique commercial litigation practice. This is an excellent chance to grow your legal expertise in a collaborative and meticulous environment.</p><p><br></p><p>Responsibilities:</p><p>• Draft motions and other legal documents with precision and attention to detail.</p><p>• Conduct depositions and defend depositions effectively.</p><p>• Collaborate with colleagues and clients to develop case strategies and achieve favorable outcomes.</p><p>• Represent clients in court proceedings, ensuring their interests are fully advocated.</p><p>• Perform thorough legal research to support case development and decision-making.</p><p>• Maintain clear and precise communication with clients and stakeholders.</p><p>• Adhere to all legal and ethical standards while executing responsibilities.</p><p>• Manage case files and ensure proper documentation throughout the legal process.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner</strong>. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director of a boutique family office. Recognized twice as a “Top Financial Advisor Mom” by Working Mother Magazine, she brings deep expertise in comprehensive planning for high-net-worth families—particularly executives at public companies.</p><p>The firm takes a highly customized, strategic approach to wealth management, going far beyond traditional investment management. The Associate Financial Planner will begin in an apprentice-style role, learning the full depth of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential for a long-term career path within the team.</p><p> </p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><br></p>
<p><strong>Senior Client Service Associate – Multi-Gen Family Office</strong></p><p><strong>San Francisco | Hybrid | $100–130K + Bonus</strong></p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p> </p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Thinking About Life After Public Accounting?</strong></p><p>Here’s a path that’s faster-paced, more analytical, and way more exciting than ticking-and-tying.</p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Comp:</strong> $90,000–$120,000 base + Bonus + Full Benefits</p><p>If you’re coming from a Big 4 or national public accounting firm and craving work that feels more strategic and less routine, this role might be the perfect pivot. A growing M& A advisory group in San Francisco is adding a Senior Associate who wants to dig deeper into deals, analyze real business performance, and play a key role in helping investors decide whether to buy a company.</p><p>Think of it as taking your audit superpowers and applying them to fast-moving, deal-driven work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Dive into the financials of potential acquisition targets—quality of earnings, working capital, cash flow, all the fun stuff</li><li>Build and refine financial models (you’ll get M& A-specific training if you haven’t done this before)</li><li>Create polished, client-ready reports and insights</li><li>Work closely with senior team members and clients throughout the transaction</li><li>Get exposure to the full M& A lifecycle—from first glance to closing</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Handle various aspects of litigation, including preparing pleadings, drafting motions, and managing discovery processes.</p><p>• Conduct legal research and analysis to support case strategies and provide informed recommendations to clients.</p><p>• Represent clients in mediation and dispute resolution proceedings to achieve favorable settlements.</p><p>• Take and defend depositions with professionalism and attention to detail.</p><p>• Collaborate with team members to develop comprehensive legal strategies and solutions.</p><p>• Manage settlement agreements and ensure compliance with negotiated terms.</p><p>• Provide legal guidance and representation in matters related to community association law.</p><p>• Argue motions effectively in court to support case objectives.</p><p>• Maintain clear and persuasive communication with clients and stakeholders to address their legal needs.</p><p>• Stay updated on relevant legal developments and apply knowledge to enhance case outcomes.</p>
<p>We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes.</p><p>This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns for accuracy and compliance with current tax laws.</p><p>• Ensure all tax documents and filings meet required deadlines and standards.</p><p>• Conduct in-depth analyses of financial data to identify tax-saving opportunities.</p><p>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.</p><p>• Stay updated on changes in tax regulations and ensure compliance in all filings.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Assist in resolving discrepancies or issues related to tax filings.</p><p>• Provide guidance and recommendations to clients for optimizing their tax situations.</p><p>• Maintain accurate records of all tax documents and correspondence.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested in Learning More?</strong></p><p>If this opportunity resonates with you, apply today and share your resume with <strong>JC del Rosario on LinkedIn</strong>—I’d love to connect and explore whether this could be the right next step in your career.</p><p><br></p><p><strong>Associate Financial Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Associate Financial Planner</strong> to join a boutique wealth management firm supporting high‑net‑worth and ultra‑high‑net‑worth families. This role offers direct mentorship from an advisor and hands‑on exposure to comprehensive financial planning, investment analysis, and long‑term client strategy. You’ll step into a path with clear progression, meaningful client impact, and strong professional growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement, estate planning, education funding, and equity compensation</li><li>Build and maintain financial plans using <strong>eMoney</strong> and other planning tools</li><li>Research tax updates and economic developments to support client strategy</li><li>Assist with meeting preparation and coordinate with external advisors and partners</li><li>Monitor client financial situations and help implement planning recommendations</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit‑sharing + <strong>401(k) match</strong></li><li>Medical and dental coverage</li><li><strong>15 vacation days + 5 sick days + NYSE holidays</strong></li><li>Strong year‑over‑year growth potential, including structured raises</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this opportunity could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Client Associate</strong> to join a top-tier wealth management team serving ultra-high-net-worth clients. This position blends client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service requests, ensuring timely and accurate execution.</li><li>Partner with senior leadership on bespoke client strategies and firm-wide initiatives.</li><li>Build and maintain strong client relationships, anticipating needs to deliver exceptional service.</li><li>Support complex wealth transfer strategies, philanthropic planning, and tax-advantaged solutions.</li><li>Collaborate with internal investment teams on portfolio construction and cash deployment.</li><li>Mentor team members and foster a positive, high-performing team culture.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation and performance-based bonus structure.</li><li>Comprehensive health coverage and 401(k) match.</li><li>Flexible vacation policy, sabbatical program, and hybrid work options.</li><li>A collaborative culture with clear opportunities for professional growth.</li></ul>
<p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your goals, apply today and share your resume with <strong>JC del Rosario on LinkedIn</strong>—I’d love to connect and explore whether this could be the right next step in your career.</p><p><br></p><p><strong>Senior Associate — Financial Due Diligence</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Associate</strong> to join a boutique M& A advisory firm specializing in financial and accounting due diligence. This role provides hands‑on exposure to complex transactions and high‑profile clients, including private equity investors and corporate acquirers. Ideal candidates bring a strong audit foundation, sharp analytical skills, and the ability to excel in a fast‑paced, entrepreneurial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate target company financials, analyzing EBITDA, cash flows, and overall financial performance</li><li>Build detailed Excel models and client‑ready presentations in PowerPoint</li><li>Manage day‑to‑day communication with internal teams and client leadership</li><li>Juggle multiple engagements simultaneously and synthesize findings into clear, actionable insights</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation package</li><li>Entrepreneurial culture with strong upward mobility</li><li>Direct exposure to complex, high‑value M& A transactions</li></ul>
<p>A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul><p><br></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top-tier wealth management team serving ultra-high-net-worth clients. This role blends <strong>client relationship management, strategic planning support, and leadership responsibilities</strong> in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>primary point of contact</strong> for client service requests, ensuring timely and accurate execution.</li><li>Partner with senior leadership on <strong>customized client strategies</strong> and firm-wide initiatives.</li><li>Build and maintain strong client relationships, anticipating needs to deliver exceptional service.</li><li>Assist with <strong>complex wealth transfer strategies</strong>, philanthropic planning, and tax-advantaged solutions.</li><li>Collaborate with internal investment teams on <strong>portfolio construction and cash deployment</strong>.</li><li>Mentor team members and contribute to a <strong>positive, high-performance culture</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>compensation and bonus structure</strong>.</li><li>Comprehensive <strong>health coverage</strong> and <strong>401(k) match</strong>.</li><li>Flexible vacation policy, <strong>sabbatical program</strong>, and hybrid work options.</li><li>Collaborative culture with <strong>ample opportunities for growth</strong>.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>This well-known firm has an opening for a midlevel real estate transactions attorney. You could thrive in this role. If you are eager to learn from an experienced partner with an interest in furthering their career, consider this opportunity. This role can be mostly remote, but this person must be located in the Northern CA region. </p><p><br></p><p>How you will make an impact</p><p><br></p><p>- Communicate with clients and the counsel for the other side</p><p><br></p><p>- Legal research and drafting of a wide range of legal documents</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Analyze and summarize legal documents</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals.</p><p> </p><p> This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p> </p>
We are looking for an entry-level Accountant to join our team in San Jose, California. In this role, you will assist with general ledger activities, reconciliations, reporting, and monthly close processes for both company-owned and franchised locations. This position offers an excellent opportunity to develop accounting skills in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Record and reconcile bank deposits for both company-owned and franchised locations.<br>• Prepare and analyze credit card account and online ordering receivable reconciliations.<br>• Post payroll journal entries and manage payroll accruals.<br>• Compile royalty reports and track bounced payment reports.<br>• Generate weekly cash deposit summaries and monthly grand opening updates.<br>• Create inventory balance reports and contribute to payroll processing.<br>• Produce and distribute financial statements, including general ledger reports for operations and marketing teams.<br>• Communicate with franchisees to collect updated insurance certificates and maintain accurate records in NetSuite.<br>• Conduct data analysis by preparing Excel spreadsheets to support financial decision-making.<br>• Collaborate with cross-functional teams to ensure timely and accurate reporting.
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence.</strong> Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Valuation Analyst </strong>at a <strong>Top Venture Capital firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm has a strong track record of backing founders who build industry-shaping companies. From startup to IPO, this firm has helped turn bold ideas into lasting businesses and now you can be part of the team driving that impact.</p><p> </p><p>This role offers the best of both worlds: hands-on finance work at the core of venture investing, plus mentorship, career growth, and a values-driven culture. Along with competitive pay, you’ll enjoy standout perks like performance bonuses, phantom carry, full family health coverage, retirement matching, unlimited PTO, and a collaborative, supportive environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly portfolio valuations (ASC 820) and present insights to auditors, committees, and partners.</li><li>Support quarterly/annual closes, statements, and audit deliverables.</li><li>Mentor junior team members and respond to LP inquiries.</li><li>Contribute to projects across the finance function.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong><u>Interested?</u></strong></p><p>Apply today and send your resume directly via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong><u>About the Role</u></strong></p><p>We’re looking for an <strong>Investor Services Specialist</strong> to join a highly regarded private equity firm. This position is perfect for someone who thrives in a fast‑paced environment, can balance multiple priorities, and enjoys solving problems on the fly. You’ll provide essential support across investor operations, communications, and data management while helping drive technology initiatives and process improvements.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors.</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting platforms.</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr).</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Partner closely with Investor Relations, Finance, and external consultants on ad hoc and strategic projects.</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third‑party service providers.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to enhance reporting templates, workflows, and investor portal experiences.</li></ul><p><strong><u>Why Join Us</u></strong></p><ul><li>Competitive base salary + annual bonus</li><li>100% employer‑paid medical, dental, and vision</li><li>Generous retirement contributions and additional firm perks</li><li>Collaborative, hands‑on manager who values clarity, structure, and organization</li><li>Free meals and a supportive, team‑oriented culture</li></ul>
