Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a professional, detail-oriented Office Manager - Finance to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm’s high-net-worth clientele. If interested in hearing more and for faster consideration, message Jennifer Fukumae on LinkedIn. Key Responsibilities<ul><li>Office Management: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep.</li><li>Accounting & Finance Support: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks.</li><li>Payroll & HR Support: Partner with leadership to support payroll, onboarding, and benefits administration.</li><li>Technology Coordination: Provide basic IT troubleshooting and work with external vendors as needed.</li><li>Executive & Team Support: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments.</li><li>Special Projects: Lead or support firm-wide projects as needed in partnership with Operations leadership.</li></ul>

Qualifications<ul><li>2+ years of experience in office management, finance operations, or administrative leadership.</li><li>Strong accounting experience (AP/AR, reconciliations, QuickBooks preferred).</li><li>Prior experience in Financial Services—especially within Wealth Management or an RIA—is highly valued.</li><li>Proficiency with Microsoft Excel; QuickBooks experience strongly preferred.</li><li>Excellent organizational skills and attention to detail.</li><li>Professional presence, with the ability to interact confidently with high-net-worth clients and senior leadership.</li><li>Positive, adaptable, and team-oriented mindset—able to wear multiple hats in a growing firm.</li></ul> 📍 Location: San Ramon, CA (onsite role with potential flexibility as you gain seniority)💼 Position: Full-time, Office Manager💰 Compensation: $75,000 – $90,000 base + bonus + comprehensive benefits package (health, PTO, paid holidays, retirement plan)

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

San Ramon, CA
remote
Permanent
75000.00 - 90000.00 USD / Yearly
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a professional, detail-oriented Office Manager - Finance to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm’s high-net-worth clientele. If interested in hearing more and for faster consideration, message Jennifer Fukumae on LinkedIn. Key Responsibilities<ul><li>Office Management: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep.</li><li>Accounting & Finance Support: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks.</li><li>Payroll & HR Support: Partner with leadership to support payroll, onboarding, and benefits administration.</li><li>Technology Coordination: Provide basic IT troubleshooting and work with external vendors as needed.</li><li>Executive & Team Support: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments.</li><li>Special Projects: Lead or support firm-wide projects as needed in partnership with Operations leadership.</li></ul>
2025-09-04T14:39:18Z