<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Branch Operations Manager</p><p>📍 San Francisco, CA (On-Site)</p><p>🏢 Respected Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>A well-established and highly respected wealth management and financial services firm is seeking an experienced <strong>Operations Manager</strong> to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p>
We are looking for a Program Coordinator to support cross-functional initiatives that strengthen operations, service delivery, and stakeholder engagement in Menlo Park, California. This Long-term Contract position is ideal for someone who can coordinate multiple projects, keep teams aligned, and ensure programs move forward with clear documentation and consistent communication. The role partners with clinical, administrative, and service teams to help organize workflows, support business development efforts, and contribute to a high standard of customer service.<br><br>Responsibilities:<br>• Coordinate projects that enhance departmental operations and support program growth by defining goals, tracking progress, and keeping stakeholders informed.<br>• Organize meetings and working groups to address operational needs, document outcomes, and distribute follow-up communication to relevant teams.<br>• Support care coordination activities by understanding service workflows and helping facilitate patient-related inquiries and visit logistics when needed.<br>• Oversee the development and distribution of marketing collateral, event materials, and other communications for internal and external audiences.<br>• Assist with vendor, consultant, and contractor engagement by supporting evaluation, selection, and coordination processes.<br>• Monitor program activities for adherence to organizational, hospital, and university policies through quality review and process oversight.<br>• Analyze existing business processes, document findings, and recommend improvements that help achieve project objectives.<br>• Build productive relationships with customers, clients, vendors, and community partners while representing the organization in an attentive and inclusive manner.
<p>We are seeking a highly organized and detail-oriented <strong>Transaction/Deal Coordinator</strong> to support a high-performing Commercial Real Estate brokerage team. This role serves as a key liaison between Brokerage, Operations, and Finance, ensuring transactions are accurately documented, billed, tracked, recognized as revenue, and collected.</p><p><br></p><p>The ideal candidate thrives in a fast-paced environment, enjoys working with contracts and financial data, and can effectively manage multiple deadlines while providing exceptional internal and external customer service.</p><p><br></p><p><br></p><p>Key Responsibilities</p><ul><li>Review leases, contracts, and transaction documents for accuracy and completeness.</li><li>Process commercial real estate transactions and support revenue recognition activities.</li><li>Generate invoices and ensure timely billing and payment tracking.</li><li>Manage accounts receivable, collections, and deal-related financial reporting.</li><li>Maintain lease databases, transaction records, and brokerage pipeline reports.</li><li>Prepare reporting for brokerage teams, leadership, and finance partners.</li><li>Validate contracts and oversee project tracking for marketing reimbursements.</li><li>Partner with brokerage, operations, finance, marketing, research, and leadership teams.</li><li>Ensure all transaction and historical data is maintained with a high level of accuracy.</li></ul>
We are looking for a Contract Administrative Coordinator to support client services operations in San Mateo, California. This position serves as a key point of contact for visitors and callers while helping keep front office and intake activities organized, responsive, and welcoming. The role requires strong bilingual communication in English and Spanish, as many community members prefer services in Spanish. This individual will also contribute administrative support across the department and provide flexible assistance during seasonal programs and special events.<br><br>Responsibilities:<br>• Coordinate appointments, manage calendars, and help maintain an efficient daily schedule for client services activities.<br>• Oversee reception and front desk operations by greeting visitors, responding to inquiries, and directing clients to the appropriate resources in English and Spanish.<br>• Handle core administrative work such as data entry, document scanning, digital file management, records upkeep, and preparation of requested reports.<br>• Maintain office readiness by monitoring supplies, supporting shared equipment, and helping keep common work areas safe, orderly, and well maintained.<br>• Provide intake support when needed, including gathering information, assisting with basic service navigation, and connecting clients with relevant programs.<br>• Support department staff with day-to-day coordination tasks and collaborate with leadership to improve administrative workflows and office processes.<br>• Assist with seasonal holiday initiatives and other special events, including occasional early morning, evening, weekend, or holiday coverage as assigned.<br>• Help guide and support volunteers assigned to programs or event-related activities when supervision assistance is needed.<br>• Travel between organizational sites as required to provide administrative and program support.
We are looking for a Workplace Coordinator to support daily office operations for a Contract position based in San Francisco, California. This role is ideal for someone who can keep workplace activities organized, respond professionally to incoming requests, and maintain smooth coordination across schedules and administrative processes. The successful candidate will bring a service-oriented mindset, strong attention to detail, and the ability to manage payroll-related tasks while helping the workplace run efficiently.<br><br>Responsibilities:<br>• Oversee day-to-day workplace coordination to ensure office functions remain organized, responsive, and efficient.<br>• Manage dispatch activities by directing requests to the appropriate teams and following through on timely resolution.<br>• Arrange and maintain schedules, meetings, and operational calendars to support seamless daily workflow.<br>• Handle inbound calls professionally, provide accurate information, and route inquiries to the correct contacts.<br>• Process full-cycle payroll activities with accuracy, timeliness, and careful attention to established procedures.<br>• Support team leads with administrative and coordination tasks that contribute to effective workplace leadership and execution.<br>• Monitor office needs, track recurring tasks, and help maintain a well-supported and productive work environment.
<p>We are looking for a Workplace Coordinator to support daily office operations and help create an organized, responsive work environment in New York City . This Long-term Contract position is ideal for someone who can balance administrative coordination, employee support, and time-sensitive operational tasks with professionalism and attention to detail. The role will involve managing schedules, handling incoming communications, supporting payroll activities, and helping keep workplace services running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day workplace coordination to ensure office activities and support services operate efficiently.</p><p>• Manage dispatch-related tasks by routing requests, tracking assignments, and following up to confirm timely completion.</p><p>• Organize calendars and scheduling needs for meetings, workplace activities, and operational priorities.</p><p>• Provide front-line support by answering inbound calls, responding to inquiries, and directing requests to the appropriate contacts.</p><p>• Assist with full-cycle payroll administration, including collecting necessary information, reviewing records, and supporting timely processing.</p><p>• Take ownership of administrative and leadership support duties that help maintain structure, communication, and accountability across workplace operations.</p><p>• Maintain accurate records, update operational documentation, and help ensure office procedures are followed consistently.</p>
<p>Robert Half is working with one of our top technology companies in San Mateo to help them during the holidays with office events. We are seeking an enthusiastic <strong>Workplace Coordinator</strong> to provide hands-on office and facilities support with a variety of tasks. This is an excellent entry-level opportunity for someone who enjoys helping people, staying organized, and creating a welcoming, productive workplace.</p><p><br></p><p>In this role, you will help manage day-to-day office needs, support employee and visitor requests, maintain common areas, and assist with workplace activities and special projects. The ideal candidate is proactive, dependable, and comfortable jumping in wherever needed to ensure the office operates efficiently.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support for workplace and office activities.</li><li>Maintain clean, organized, and welcoming office spaces, conference rooms, kitchens, and common areas.</li><li>Assist with meeting room preparation, including arranging furniture, organizing supplies, and ensuring rooms are ready for employees and guests.</li><li>Help coordinate office events, employee gatherings, team meetings, and other workplace activities.</li><li>Monitor office, kitchen, and breakroom supplies; restock materials and communicate when inventory needs replenishment.</li><li>Assist with receiving, organizing, and distributing incoming mail, packages, and office deliveries.</li><li>Support visitor check-in and help ensure guests are directed to the appropriate employees or meeting spaces.</li><li>Respond to employee requests and route facilities or maintenance issues to the appropriate team members.</li><li>Assist with vendor coordination, service requests, and general office upkeep as needed.</li><li>Provide additional hands-on support during high-volume periods, special events, office initiatives, and other workplace projects.</li><li>Help ensure employees and visitors have a positive, professional experience while in the office.</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Director of Operations</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a <strong>Director of Operations</strong> to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul><p><br></p>
<p>We're seeking a Facilities Coordinator to support the day-to-day operations of our clients office and facilities. This role is responsible for ensuring a safe, organized, and efficient work environment by coordinating building services, vendor relationships, maintenance activities, space planning, and workplace operations.</p><p>The ideal candidate is a strong communicator with excellent problem-solving skills who enjoys working cross-functionally and taking ownership of projects. This position is perfect for someone who thrives in a fast-paced environment and enjoys balancing administrative, operational, and facilities-related responsibilities.</p><p><br></p><p>Responsibilities:</p><ul><li>Coordinate daily facilities operations.</li><li>Serve as the primary point of contact for building management, vendors, contractors, and service providers.</li><li>Submit and track maintenance requests and ensure timely resolution of facility-related issues.</li><li>Coordinate workstation setups and space planning initiatives.</li><li>Assist with purchase orders, invoice processing, and facilities-related budget tracking.</li><li>Maintain inventory of office supplies, furniture, kitchen, and workplace essentials.</li><li>Ensure compliance with company policies and facility regulations.</li><li>Maintain facilities records, vendor contacts, and operational documentation.</li><li>Support special projects related to workplace improvements and operational efficiency.</li><li>Assist leadership with administrative and operational initiatives as needed.</li></ul>
<p>Robert Half is working with an innovative biotechnology company in South San Francisco to identify a proactive, detail-oriented <strong>Facilities Coordinator</strong> to support daily facility operations in a dynamic life sciences environment. This is an excellent opportunity for a hands-on facilities professional who enjoys keeping a workplace running smoothly, coordinating vendors, maintaining organized facilities records, and ensuring employees have a safe, functional, and welcoming work environment.</p><p><br></p><p>The ideal candidate is highly organized, responsive, and comfortable balancing multiple priorities while working closely with internal teams, external service providers, and building management. Experience supporting facilities operations within a biotech, laboratory, or other regulated environment is highly valued.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Daily Facilities Operations: Coordinate day-to-day facility needs, respond to maintenance requests, and help ensure the workplace remains clean, organized, safe, and operational.</li><li>Vendor Coordination: Schedule and coordinate external vendors for maintenance, repairs, janitorial services, equipment servicing, and other facility-related needs.</li><li>Work Order Management: Track incoming facilities requests, monitor work orders, follow up on outstanding issues, and communicate updates to internal stakeholders.</li><li>Preventive Maintenance: Assist with scheduling routine inspections, equipment servicing, and preventative maintenance to minimize disruptions to facility operations.</li><li>Building & Space Management: Support office and facility organization, workspace planning, conference room readiness, furniture coordination, and general space-related requests.</li><li>Safety & Compliance Support: Help maintain facilities documentation, inspection records, safety logs, and other required records in accordance with company policies and applicable procedures.</li><li>Inventory & Supplies: Monitor facilities and maintenance supplies, coordinate purchasing requests, and maintain appropriate inventory levels.</li><li>Move & Setup Coordination: Assist with office moves, workstation setups, equipment deliveries, and facility improvement projects.</li><li>Administrative Support: Maintain vendor contacts, service agreements, invoices, purchase orders, maintenance schedules, and other facilities documentation.</li><li>Cross-Functional Collaboration: Partner with employees, building management, laboratory teams, and internal departments to address facility needs and maintain an efficient working environment.</li></ul><p><br></p>
We are looking for a detail-oriented Project Coordinator to support construction-related initiatives in Mill Valley, California. This Long-term Contract position is ideal for someone who can keep documentation organized, coordinate project activities, and help maintain steady progress across multiple workstreams. The role requires strong follow-through, clear communication, and the ability to manage information accurately in a fast-paced project environment.<br><br>Responsibilities:<br>• Coordinate day-to-day project activities to help construction work stay on schedule and aligned with team priorities.<br>• Maintain organized project records, including reviewing, tracking, and coding documents with a high degree of accuracy.<br>• Use Relativity and related systems to support document management, retrieval, and status reporting for active projects.<br>• Collaborate with project managers, field teams, and stakeholders to gather updates and ensure timely communication across the project lifecycle.<br>• Monitor deliverables, deadlines, and outstanding action items, escalating risks or delays when needed.<br>• Prepare project-related reports, logs, and summaries to provide visibility into progress, documentation, and next steps.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days)</strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</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 an Accounting Coordinator to support day-to-day financial operations for a construction-focused organization in San Leandro, California. This position plays an important role in keeping billing, payment tracking, and financial records accurate and up to date. The ideal candidate is organized, detail-oriented, and comfortable managing high-volume transactional work in a fast-paced office environment.</p><p><br></p><ul><li>Responsibilities:</li><li>Track overdue customer balances and proactively follow up on outstanding payments</li><li>Resolve payment delays, billing issues, and collection obstacles to improve cash flow</li><li>Maintain regular communication with clients and keep detailed records of collection efforts</li><li>Investigate disputed invoices and coordinate timely resolution</li><li>Process and issue lien waivers and related construction documents</li><li>Partner with payroll to obtain and track certified payroll submissions from subcontractors</li><li>Compile and provide financial records and supporting documents for audits</li><li>Assist with budgeting, forecasting, and monthly financial planning activities</li><li>Support invoicing and billing processes as needed</li><li>Review project financial activity and ensure documentation is properly recorded</li><li>Collaborate with the Contracts team to maintain accurate project notes and records</li><li>Provide accounting and administrative support across project and finance functions</li><li>Perform additional special projects and miscellaneous duties as assigned by management</li></ul>