<p>A well‑established law firm in Berkeley is seeking an Executive Assistant/Office Manager to support their Managing Partner on a contract‑to‑hire basis. This fully on‑site role is ideal for candidates who are proactive, organized, and thrive in a position where they can take ownership and be the key support person for a busy leader. While prior experience in a law firm is a plus, the firm is equally open to candidates who are passionate about executive support and office operations, whether they are looking to grow within legal or simply advance in an EA/Office Manager career path. Training will be provided for the right go‑getter who brings strong initiative and follow‑through.</p><p> </p><p>In this role, you’ll work closely with the Managing Partner to anticipate needs, assist with billing, coordinate travel, and ensure day‑to‑day operations run smoothly. You will also support HR‑focused tasks, including interview coordination and onboarding assistance. This position offers long‑term potential for someone who enjoys being at the center of firm operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide comprehensive executive support to the Managing Partner, including calendar management, meeting prep, task tracking, and follow‑up</li><li>Assist with billing tasks such as time entry, expense tracking, and proofreading invoices (training provided)</li><li>Coordinate domestic travel, logistics, and itineraries</li><li>Manage everyday office operations, including supplies, vendors, and general administrative needs</li><li>Proactively anticipate the Managing Partner’s needs and address issues before they arise</li><li>Support HR‑related coordination, including scheduling interviews and assisting with onboarding</li><li>Handle sensitive and confidential information with discretion</li><li>Step in across various administrative functions to ensure smooth office operations</li></ul>
<p>A respected and mission-driven organization is seeking a <strong>Human Resources Administrative Assistant</strong> to support its HR team on a temporary project basis. This role is ideal for an organized, detail-oriented professional who thrives in fast-paced environments and enjoys improving processes and systems. The selected candidate will provide high-level administrative support while assisting with an important HR office reorganization initiative.</p><p>This opportunity is being presented by a professional staffing firm on behalf of our client. The organization offers a collaborative environment focused on operational excellence, professionalism, and service to the community.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting directly to the HR Specialist, the HR Administrative Assistant will play a key role in supporting daily HR operations while leading efforts to reorganize, digitize, and streamline HR records and workflows. The ideal candidate will demonstrate strong initiative, sound judgment, and the ability to manage multiple priorities while maintaining strict confidentiality.</p><p>,Key Responsibilities</p><p><br></p><p><strong>HR Office Reorganization Project</strong></p><ul><li>Support the reorganization of the HR department’s physical and digital records</li><li>Review and sort legacy files, determining appropriate filing, digitization, or disposal actions</li><li>Identify and organize materials designated for secure disposal</li><li>Assist with improving document retention and filing systems</li><li>Coordinate and schedule interviews, meetings, and HR-related activities</li><li>Conduct employment reference checks in accordance with established policies and procedures</li><li>Maintain accurate employee records through filing, scanning, and document digitization</li><li>Ensure HR databases, shared drives, and filing systems remain organized and current</li><li>Support recruiting efforts including candidate sourcing and interview coordination</li><li>Assist with the development and documentation of workflows and standard operating procedures</li></ul><p><br></p>
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams.<br><br>Responsibilities:<br>• Prepare and send invoices accurately and in a timely manner.<br>• Match purchase orders to invoices to ensure proper documentation and billing.<br>• Collaborate with the sales and management teams to support billing-related processes.<br>• Assist with bookkeeping tasks and maintain organized financial records.<br>• Manage customer billing inquiries and provide resolution promptly.<br>• Use QuickBooks or similar software for billing and record-keeping purposes.<br>• Generate billing statements and ensure all payments are recorded properly.<br>• Participate in training to learn additional responsibilities and enhance skills.<br>• Maintain administrative records and provide general office support as needed.
We are looking for a dedicated Legal Assistant to join our team in Berkeley, California. This role offers an exciting opportunity to contribute to a dynamic plaintiff IP firm by supporting various administrative, legal, and organizational tasks. The ideal candidate will thrive in a fast-paced environment and bring versatility to a team-oriented office setting.<br><br>Responsibilities:<br>• Manage reception duties, including answering phones and greeting visitors with professionalism.<br>• Coordinate court filings and handle e-filing processes accurately and efficiently.<br>• Support civil litigation tasks through calendar management and scheduling.<br>• Assist with administrative responsibilities such as document organization and office setup.<br>• Perform light paralegal duties as required, including aiding in litigation preparation.<br>• Maintain organized records and ensure timely updates to legal documents.<br>• Collaborate with attorneys and staff to meet deadlines and client needs.<br>• Provide general office support to ensure smooth daily operations.<br>• Handle correspondence and communication with courts and clients.<br>• Adapt to a variety of tasks, combining administrative, secretarial, and paralegal work.
We are looking for a dedicated Office Assistant to join our team in Alameda, California. In this long-term contract position, you will play a vital role in supporting the daily operations of our organization, ensuring smooth administrative processes and effective communication. This role offers an excellent opportunity to contribute to a dynamic environment while developing your attention to detail.<br><br>Responsibilities:<br>• Manage receptionist duties, including greeting visitors and answering inbound calls in a courteous manner.<br>• Organize and maintain office records by scanning and filing documents accurately.<br>• Provide clerical support such as data entry, scheduling appointments, and handling correspondence.<br>• Assist with inventory management and ordering office supplies as needed.<br>• Coordinate with team members to ensure seamless communication and workflow.<br>• Prepare and distribute reports and documents to support organizational needs.<br>• Maintain a clean and organized workspace to promote efficiency.<br>• Support special projects and administrative tasks as assigned.<br>• Uphold confidentiality and adhere to company policies and procedures.
<p><strong>Administrative Assistant</strong></p><p><strong>Description:</strong></p><p>Provide essential office support by managing schedules, correspondence, and organizational tasks to ensure smooth day-to-day operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage scheduling and calendars for team members</li><li>Coordinate meetings, travel, and events</li><li>Prepare reports, presentations, and correspondence</li><li>Maintain organized filing systems and office supplies</li><li>Support daily administrative operations</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p>We are looking for a reliable and organized <strong>Part Time</strong> Administrative Assistant to join our team on a contract basis. Based in Richmond, California, this position requires someone who can manage office operations efficiently while maintaining an attentive and welcoming environment. The role is part-time, offering flexibility and an opportunity to contribute to a variety of organizational tasks.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain office spaces, storage areas, and shared workstations to ensure functionality and order.</p><p>• Develop and implement effective systems to streamline organizational processes.</p><p>• Welcome visitors and provide front desk support, ensuring a positive administrative presence.</p><p>• Sort, label, and archive both physical and digital documents for easy access and retrieval.</p><p>• Assist with special office projects, managing tasks from initiation to completion.</p><p>• Ensure the office environment remains tidy, orderly, and conducive to productivity.</p><p>• Communicate updates and progress reports on assigned tasks and projects clearly and promptly.</p>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
We are looking for a dedicated Administrative Assistant to join our team in Sunnyvale, California. In this role, you will provide essential support to a Scientist and contribute to administrative tasks that ensure the smooth functioning of the office. This is a long-term contract position offering an excellent opportunity to work in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Collaborate with a Scientist by reading and summarizing research papers to support ongoing projects.<br>• Assist in editing research manuscripts in LaTeX, including tasks such as formatting mathematical formulas, adjusting margins, and ensuring compliance with page limits.<br>• Provide mobility assistance to the Scientist within the office setting.<br>• Support the administrative team with expense report management and other related duties.<br>• Perform a variety of general office tasks to contribute to overall efficiency.<br>• Ensure accurate formatting and presentation of complex mathematical expressions using LaTeX.<br>• Maintain organized and well-documented records for the Scientist's research and administrative activities.<br>• Communicate effectively with team members and stakeholders to facilitate smooth operations.<br>• Offer technical assistance with essential computer software, including Microsoft Office and Adobe Acrobat.
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Oversee daily office operations by coordinating with vendors and internal teams to ensure seamless functionality.</p><p>• Prepare and maintain conference rooms by arranging furniture, verifying equipment, and replenishing supplies before scheduled meetings.</p><p>• Manage incoming and outgoing mail, including the distribution of packages and coordination of shipments.</p><p>• Perform general administrative duties such as data entry, filing, document preparation, and maintaining supply inventories.</p><p>• Handle physical tasks like lifting, pushing, and pulling boxes or carts weighing up to 50 lbs as part of regular responsibilities.</p><p>• Collaborate with team members to address office needs and resolve operational challenges.</p><p>• Assist with maintaining an organized and welcoming environment for employees and visitors.</p><p>• Ensure compliance with safety protocols and proper handling of office equipment.</p><p>• Communicate effectively with stakeholders to provide updates on office service operations.</p><p>• Support ad hoc projects and tasks as assigned to meet organizational needs.</p>
We are looking for a highly organized and proactive Personal Assistant to support a key executive in a dynamic startup environment. In this Contract to permanent position, you will play a vital role in ensuring day-to-day operations run smoothly, managing detail-oriented and occasional personal tasks with discretion and efficiency. This role requires exceptional judgment, adaptability, and the ability to anticipate needs in a fast-paced setting.<br><br>Responsibilities:<br>• Oversee the executive’s calendar by scheduling meetings, appointments, and travel while prioritizing time-sensitive engagements.<br>• Organize and manage domestic and international travel arrangements, including booking flights, accommodations, and handling expense tracking.<br>• Prepare meeting materials, presentations, agendas, and follow up on action items as needed.<br>• Maintain confidentiality while managing sensitive information with a high level of discretion.<br>• Assist with personal errands, appointments, and logistical tasks to support the executive's efficiency.<br>• Coordinate special projects and conduct research to provide actionable insights.<br>• Serve as a liaison between the executive, internal teams, board members, investors, and external partners.<br>• Ensure seamless organization across multiple workstreams in a fast-evolving startup environment.<br>• Respond to ad hoc requests and provide proactive support to address immediate needs.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </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><br></p>
We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
<p>We are looking for a highly skilled Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Walnut Creek, California. This position offers an exciting opportunity to manage financial operations for a growing medical practice. The ideal candidate will be thorough, reliable, and adaptable to the dynamic needs of a busy office environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee financial reporting for two office locations, ensuring accuracy and timeliness.</p><p>• Manage accounts payable, accounts receivable, and bank reconciliations using Quicken software.</p><p>• Process payroll for 28 hourly employees, including 401(k) contributions.</p><p>• Assist with administrative tasks, such as back-office support and training medical assistants.</p><p>• Handle office equipment maintenance, including troubleshooting issues with specialized devices.</p><p>• Coordinate deliveries and ensure flexibility to meet scheduling demands.</p><p>• Provide accurate and reliable bookkeeping services while maintaining confidentiality and trust.</p><p>• Collaborate with the owner and other team members to streamline financial processes.</p><p>• Support ongoing training initiatives to improve administrative workflows.</p><p>• Adapt to changing priorities and maintain composure under pressure.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
<p>A well-established law firm in Saratoga, CA, is seeking a skilled Legal Assistant for a part-time, contract-to-hire opportunity. This role offers the potential to transition into a full-time position for the right candidate. As a Legal Assistant, you will support attorneys handling estate litigation matters. The ideal candidate will have at least three years of civil or estate litigation experience supporting, with a strong focus on client intake, trial preparation, and document management throughout the full life cycle of a case. A paralegal certificate is not required, but is considered a plus.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Coordinate client intake, including communication, documentation, and scheduling</li><li>Assist with trial preparation, including drafting, organizing, and reviewing legal documents from start to finish</li><li>Collaborate with attorneys to manage case records and deadlines</li><li>Maintain and update client and case files using Microsoft Office (Word and Excel)</li><li>Provide general administrative support to ensure efficient workflow</li><li>Communicate professionally and promptly with clients, court staff, and legal teams</li></ul><p><br></p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>
<p>We’re partnering with a leading law firm in San Francisco to source a highly skilled Legal Administrative Assistant for a full‑time (35 hours/week) temporary assignment. This role requires prior law‑firm experience and strong competency in document production, attorney support, and workflow coordination.</p><p>After a 90‑day introductory period, the position transitions to a hybrid schedule (3 days onsite / 2 days remote).</p><p>This opportunity is ideal for someone who thrives in a professional legal environment, is comfortable supporting multiple busy attorneys, and can manage a steady volume of administrative and document work with accuracy, urgency, and sound judgment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage attorney calendars, contacts, meeting logistics, and conference room reservations</li><li>Greet clients, prepare meeting materials, and coordinate AV, food, or room requirements</li><li>Prepare and reconcile monthly expense reports and corporate card activity</li><li>Coordinate domestic travel arrangements</li><li>Prepare, proofread, and format legal documents—including TOCs, tables, and electronic filings</li><li>Perform scanning, copying, binding, and other general administrative tasks</li><li>Create and maintain organized physical and electronic filing systems</li><li>Support new matter openings, engagement letters, and binder preparation</li><li>Track bar admissions and CLE deadlines for assigned attorneys</li><li>Handle time entry, contract attorney time tracking, and prebills</li><li>Provide backup support to other administrative staff and assist with special projects as needed</li></ul><p> </p><p><br></p>
<p>We’re partnering with a leading law firm in San Francisco to source a highly skilled Legal Administrative Assistant for a full‑time (35 hours/week) temporary assignment. This role requires prior law‑firm experience and strong competency in document production, attorney support, and workflow coordination.</p><p>After a 90‑day introductory period, the position transitions to a hybrid schedule (3 days onsite / 2 days remote).</p><p>This opportunity is ideal for someone who thrives in a professional legal environment, is comfortable supporting multiple busy attorneys, and can manage a steady volume of administrative and document work with accuracy, urgency, and sound judgment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage attorney calendars, contacts, meeting logistics, and conference room reservations</li><li>Greet clients, prepare meeting materials, and coordinate AV, food, or room requirements</li><li>Prepare and reconcile monthly expense reports and corporate card activity</li><li>Coordinate domestic travel arrangements</li><li>Prepare, proofread, and format legal documents—including TOCs, tables, and electronic filings</li><li>Perform scanning, copying, binding, and other general administrative tasks</li><li>Create and maintain organized physical and electronic filing systems</li><li>Support new matter openings, engagement letters, and binder preparation</li><li>Track bar admissions and CLE deadlines for assigned attorneys</li><li>Handle time entry, contract attorney time tracking, and prebills</li><li>Provide backup support to other administrative staff and assist with special projects as needed</li></ul><p><br></p>
We are looking for an Operations & Finance Associate to join our team in Belmont, California. This long-term contract position involves providing essential administrative, financial, and operational support to ensure the smooth functioning of our business. You will play a key role in managing office systems, assisting with financial processes, and maintaining a detail-oriented and organized environment.<br><br>Responsibilities:<br>• Prepare and facilitate domestic and international wire transfers for review and approval.<br>• Monitor and report weekly bank balances to ensure accurate financial tracking.<br>• Organize and categorize expenses in QuickBooks Online while maintaining accurate financial records.<br>• Oversee office systems and technology, ensuring equipment such as Zoom and AV setups function seamlessly.<br>• Set up, tidy, and reset meeting spaces to maintain a detail-oriented environment.<br>• Maintain office organization, ensuring supplies are stocked and areas like the kitchen and refrigerator are clean.<br>• Coordinate lunch orders and refreshments for meetings and events.<br>• Compile and prepare travel and expense reports for firm partners.<br>• Support financial operations such as capital calls and distributions as needed.<br>• Perform general administrative tasks and address ad hoc operational needs to maintain office efficiency.
<p>We are looking for a highly organized and detail-oriented Administrative Assistant to join our dynamic team in Foster City, California. In this role, you will play a key part in supporting the organization’s operations by managing administrative tasks, coordinating travel arrangements, and handling sensitive information with discretion. This position requires someone who thrives in a fast-paced environment and can effectively manage competing priorities while maintaining professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to organizational leaders, assisting with various tasks and projects.</p><p>• Act as backup for the Office Assistant and provide front desk coverage when needed.</p><p>• Arrange domestic and international travel, including transportation, accommodations, and itineraries, adhering to company travel policies.</p><p>• Manage executive calendars by scheduling meetings and updating schedules regularly.</p><p>• Prepare and submit expense reports promptly in line with company policies.</p><p>• Order, organize, and distribute office supplies and event materials as needed.</p><p>• Handle confidential information with the utmost discretion and integrity.</p><p>• Collaborate with the Operations team to enhance workflows and support organizational goals.</p><p>• Participate in planning events and activities that promote a positive company culture.</p>
