A well-established and growing fiduciary investment advisory firm is seeking an Office Manager to support its Office & Operations Manager. This role is ideal for someone looking to grow into a leadership position within operations at a respected Registered Investment Advisor (RIA) firm managing over $2 billion in assets. The firm specializes in retirement planning and long-term investment strategies tailored to individual client needs. Position Overview:This full-time, on-site role blends finance operations, HR support, IT coordination, and administrative responsibilities. The ideal candidate is proactive, detail-oriented, and eager to contribute to a collaborative and professional office environment. Key Responsibilities:<ul><li>Accounting & Finance:</li><li>Process invoices and support accounts payable using QuickBooks.</li><li>Assist with monthly profit & loss reporting and light accounting tasks.</li><li>HR & Compliance Support:</li><li>Maintain employee records, process PTO requests, and assist with payroll and onboarding.</li><li>Support compliance documentation and internal processes.</li><li>IT Liaison & Office Administration:</li><li>Coordinate with external IT providers, manage support tickets, and assist with cybersecurity training.</li><li>Order supplies, maintain inventory, and provide occasional receptionist coverage.</li></ul>Compensation & Benefits:<ul><li>Medical, dental, and vision coverage.</li><li>401(k) with 3% employer match.</li><li>PTO: 13 days (increases to 18 days after 3 years) + standard holidays.</li><li>Beautiful office location near Bishop Ranch in San Ramon.</li><li>Opportunity to work with a successful team of advisors and grow within a stable, 30-year-old firm.</li></ul>Work Schedule:<ul><li>Monday–Friday, 8:00 AM to 5:00 PM, fully onsite.</li><li>Flexibility to work from home after 6+ months based on performance and seniority.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Required Qualifications:<ul><li>1+ years of experience in accounting or accounts payable.</li><li>Tech-savvy with basic IT troubleshooting and resourcefulness.</li><li>Professional demeanor, strong initiative, and cultural fit with a friendly, go-getter attitude.</li><li>Business professional attire required.</li></ul>Preferred Qualifications:<ul><li>Experience with QuickBooks.</li><li>Familiarity with Paychex or similar payroll systems.</li><li>Interest in growing into an Operations Manager role.</li></ul>Excited about this role? We’d love to hear from you!Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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
A well-established and growing fiduciary investment advisory firm is seeking an Office Manager to support its Office & Operations Manager. This role is ideal for someone looking to grow into a leadership position within operations at a respected Registered Investment Advisor (RIA) firm managing over $2 billion in assets. The firm specializes in retirement planning and long-term investment strategies tailored to individual client needs. Position Overview:This full-time, on-site role blends finance operations, HR support, IT coordination, and administrative responsibilities. The ideal candidate is proactive, detail-oriented, and eager to contribute to a collaborative and professional office environment. Key Responsibilities:<ul><li>Accounting & Finance:</li><li>Process invoices and support accounts payable using QuickBooks.</li><li>Assist with monthly profit & loss reporting and light accounting tasks.</li><li>HR & Compliance Support:</li><li>Maintain employee records, process PTO requests, and assist with payroll and onboarding.</li><li>Support compliance documentation and internal processes.</li><li>IT Liaison & Office Administration:</li><li>Coordinate with external IT providers, manage support tickets, and assist with cybersecurity training.</li><li>Order supplies, maintain inventory, and provide occasional receptionist coverage.</li></ul>Compensation & Benefits:<ul><li>Medical, dental, and vision coverage.</li><li>401(k) with 3% employer match.</li><li>PTO: 13 days (increases to 18 days after 3 years) + standard holidays.</li><li>Beautiful office location near Bishop Ranch in San Ramon.</li><li>Opportunity to work with a successful team of advisors and grow within a stable, 30-year-old firm.</li></ul>Work Schedule:<ul><li>Monday–Friday, 8:00 AM to 5:00 PM, fully onsite.</li><li>Flexibility to work from home after 6+ months based on performance and seniority.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-09-06T00:29:07Z