We are looking for a detail-oriented SR. Office Services Associate to join our team in a Contract position. This role supports daily office operations with a strong focus on front-of-house service, print and copy production, mail handling, and document intake in a corporate environment. The ideal candidate brings a customer-first mindset, stays organized under pressure, and can manage multiple service requests while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Provide front desk and front-of-house support by assisting visitors, employees, and clients with responsiveness.<br>• Process print, copy, scanning, and document intake requests in accordance with established service procedures and quality expectations.<br>• Handle incoming and outgoing mail services, ensuring timely sorting, distribution, and delivery of materials.<br>• Review service requests and job instructions for completeness before starting work to reduce delays and errors.<br>• Track assignments through appropriate logs and maintain accurate records for office services activity.<br>• Organize daily tasks by urgency and service deadlines, escalating concerns when timing or job requirements may be impacted.<br>• Perform routine quality checks on completed work and help maintain high standards across team output.<br>• Replenish paper, toner, and other supplies, and resolve basic equipment issues to keep operations running smoothly.<br>• Follow client-site policies and internal service standards while using materials and equipment efficiently and safely.
<p>We are looking for a Workplace Experience Coordinator - Level 1 to support daily front desk and office services in San Francisco, CA. This Contract position is ideal for someone who enjoys creating a welcoming environment for employees and visitors while keeping workplace operations organized and responsive. The person in this role will help coordinate guest services, office support activities, vendor interactions, and on-site events in a well-organized in-person setting.</p><p><br></p><p>Responsibilities:</p><p>• Welcome employees, visitors, and guests at the front desk while maintaining a courteous and attentive presence.</p><p>• Distribute visitor credentials and parking passes and ensure all building access procedures are followed accurately.</p><p>• Coordinate workplace support services such as mail handling, office supply distribution, and onboarding setup activities.</p><p>• Submit and monitor janitorial and maintenance requests to help keep the office running smoothly.</p><p>• Respond promptly to questions, service issues, and complaints from building occupants and guests, providing practical solutions with a strong customer service focus.</p><p>• Organize on-site meetings and events, including room preparation, supply coordination, and post-event breakdown.</p><p>• Follow site safety, security, and emergency protocols and communicate with the appropriate contacts when issues arise.</p><p>• Work with external vendors providing workplace goods or services to support day-to-day office needs.</p><p>• Assist with mailroom operations and other routine administrative tasks as directed by management.</p>
<p>We are looking for a commercially driven Strategic Account Executive to grow strategic relationships with leading semiconductor organizations in the United States. This role focuses on identifying where simulation and physics-based AI solutions can create measurable business value, while guiding opportunities from early discovery through successful deal closure. The ideal candidate brings strong consultative selling skills, a solid understanding of AI and design automation within the Semiconductor/ Electronics space, and the ability to work across technical and business stakeholders in complex enterprise environments.</p><p><br></p><p>Responsibilities:</p><p>• Develop and strengthen executive and working-level relationships across a focused group of top semiconductor accounts to uncover high-value opportunities for simulation AI solutions.</p><p>• Drive opportunities through the complete enterprise sales cycle, including needs assessment, solution positioning, commercial discussions, negotiation, and final contract execution.</p><p>• Expand account presence by identifying new business units, use cases, and follow-on opportunities that support long-term revenue growth within existing customers.</p><p>• Collaborate with technical and deployment teams to shape pilots, evaluations, and proof-of-value engagements that align customer objectives with platform capabilities.</p><p>• Maintain a disciplined sales pipeline with clear forecasting, accurate opportunity tracking, and regular updates on account progress and growth potential.</p><p>• Translate customer pain points, market shifts, and competitive activity into practical feedback that informs product direction and go-to-market strategy.</p><p>• Present business cases and value narratives to senior decision-makers, helping customers understand the impact of applied AI in simulation-focused environments.</p><p>• Coordinate internal resources effectively to support complex pursuits and ensure momentum across multiple stakeholders throughout the sales process.</p>
<p>We are looking for a Hybrid Patient Admin Specialist (PAS) to support front-office and patient registration activities in an outpatient clinic in Newark, California. This Long-term Contract position plays a key role in creating a smooth patient experience by coordinating appointments, assisting with check-in and check-out, and handling essential administrative workflows. The ideal candidate is organized, service-focused, and comfortable managing multiple tasks while communicating effectively with patients, providers, and clinic staff. (2 days remote and 3 days onsite) </p><p><br></p><p>Responsibilities:</p><p>• Welcome patients at the front desk, guide them through arrival and departure processes, and respond to routine questions about appointments, billing, and schedules.</p><p>• Coordinate new patient intake and assist with surgery and follow-up scheduling based on provider availability and clinic priorities.</p><p>• Communicate with clinicians and internal teams to support scheduling decisions and help address time-sensitive patient needs appropriately.</p><p>• Respond to non-clinical inquiries received by phone, messaging systems, or CRM platforms, and escalate issues when additional support is required.</p><p>• Maintain accurate clinic records by updating databases, processing internal documentation, and organizing patient-related paperwork.</p><p>• Handle incoming and outgoing administrative materials, including faxes, mail, and scanned documents, while ensuring proper distribution and filing.</p><p>• Use reference materials and clinic tools to support patient-provider communication and reinforce a high standard of service.</p><p>• Contribute to efficient daily clinic operations by managing multiple front-office tasks with accuracy, professionalism, and attention to detail.</p>
<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>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you an experienced Senior Accountant seeking career stability and variety? Join Robert Half’s Full-Time Engagement Professionals program for full-time employment, diverse assignments with leading East Bay organizations, and opportunities to expand your expertise and grow professionally.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Manage and oversee month-end and year-end close processes.</p><p>· Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>· Support budgeting, forecasting, and variance analysis initiatives.</p><p>· Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>· Assist with audits, process improvements, and special financial projects.</p><p>· Provide mentorship to entry level accounting staff as needed.</p>
We are looking for a detail-oriented Medical Receptionist to support daily front desk operations for a healthcare facility. This is a contract position suited for someone who can create a welcoming patient experience while managing scheduling and administrative tasks with accuracy. The ideal candidate is comfortable working in a medical office environment, communicating clearly with patients, and handling a high volume of front office responsibilities. Spanish language skills and familiarity with basic medical terminology will be valuable in this role.<br><br>Responsibilities:<br>• Welcome patients upon arrival, assist with the check-in process, and ensure registration details are complete and accurate.<br>• Coordinate appointment scheduling, confirmations, and updates while maintaining an organized daily calendar for providers and staff.<br>• Answer incoming calls, respond to routine front office inquiries, and direct messages to the appropriate clinical or administrative team members.<br>• Manage patient intake documents, verify basic information, and support smooth front desk workflows throughout the day.<br>• Maintain a well-organized reception area and provide courteous service that helps patients feel informed and supported.<br>• Enter and update patient information in office systems with attention to detail and confidentiality.<br>• Assist with general reception and administrative duties that keep the medical office operating efficiently.<br>• Support office processes related to patient flow and scheduling adjustments as needed during busy periods.
<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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Executive Assistant to provide high-level support to senior leadership within a healthcare organization in Hayward, California. This Long-term Contract position calls for a highly experienced, detail-oriented individual who can manage complex scheduling, executive communications, meeting coordination, and board-related activities with discretion and accuracy. The ideal candidate will help keep leadership operations organized, support strategic initiatives, and ensure important priorities move forward efficiently.<br><br>Responsibilities:<br>• Provide dedicated administrative support to executive leadership, managing daily priorities and ensuring smooth coordination of leadership activities.<br>• Oversee complex calendars, arrange travel, process expense documentation, and handle executive correspondence with care and attention to detail.<br>• Prepare meeting agendas, presentation materials, reports, and follow-up notes to support informed decision-making and effective leadership communication.<br>• Coordinate internal meetings, external engagements, retreats, and leadership events while managing logistics and schedule changes efficiently.<br>• Maintain organized executive records, contracts, governance files, and key organizational documents in accordance with internal standards.<br>• Track action items, deadlines, project milestones, and leadership commitments, escalating concerns when timelines or deliverables are at risk.<br>• Support cross-functional initiatives by coordinating meetings, gathering information, and assisting with reports and materials tied to strategic priorities.<br>• Serve as a key point of contact for board-related administration, including scheduling meetings, preparing board packets, recording minutes, and maintaining governance documentation.<br>• Facilitate communication with board members, executives, community partners, and external stakeholders while upholding a high degree of confidentiality.<br>• Contribute to board onboarding, annual governance processes, committee administration, and special planning sessions as needed.
<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>Management Company Controller | Hedge Fund | San Francisco </strong></p><p> </p><p>Join a <strong>rapidly growing hedge fund</strong> at an exciting stage of expansion. This is a high-visibility opportunity to take ownership of the <strong>management company’s accounting and financial operations,</strong> partnering closely with leadership in a<strong> sophisticated, high-performance environment.</strong></p><p> </p><p>The Controller will have broad ownership across accounting, financial reporting, AP, budgeting, payroll, tax, partner activity, treasury, and internal controls. Ideal for a hands-on accounting leader who enjoys building processes, improving infrastructure, and working closely with senior stakeholders. Competitive compensation, bonus potential, and long-term growth upside.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own management company accounting, GL, and monthly close</li><li>Oversee financial reporting, journal entries, accruals, prepaids, fixed assets, and reconciliations</li><li>Manage AP, vendor relationships, payment processes, and cash controls</li><li>Lead budgeting, forecasting, and actual vs. budget analysis</li><li>Oversee payroll and employee benefit accounting</li><li>Coordinate management company and partner tax matters with external advisors</li><li>Oversee partner capital activity, allocations, contributions, and withdrawals</li><li>Develop and maintain accounting policies, procedures, and internal controls</li><li>Oversee treasury activities, banking relationships, and cash movements</li><li>Partner with department heads and employees on financial and operational matters</li><li>Drive process improvements and leverage technology to strengthen the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Program Manager to lead community-focused initiatives and strengthen day-to-day program operations in Oakland, California. This Long-term Contract position is ideal for a detail-oriented individual who can guide teams, improve program infrastructure, and ensure strong accountability across multiple workstreams. The role combines people leadership, budget oversight, and operational planning to support sustainable program growth and measurable community impact.<br><br>Responsibilities:<br>• Lead the execution and expansion of multiple community programs, ensuring each initiative meets performance goals, reporting standards, and compliance expectations.<br>• Direct a small team of staff and contractors by setting priorities, tracking results, and creating clear accountability around key performance indicators.<br>• Develop operational processes, tools, and workflows that improve coordination, consistency, and efficiency across program activities.<br>• Strengthen external partnerships and support outreach efforts that increase participation, engagement, and long-term program success.<br>• Provide coaching, feedback, and career development support to team members while fostering a collaborative and high-performing work environment.<br>• Partner with organizational leadership on hiring efforts, and manage onboarding, performance reviews, and offboarding activities for direct reports.<br>• Track program spending, review financial performance, and help maintain budgets that align with approved funding and organizational goals.<br>• Support the administration of grant-funded work in coordination with internal stakeholders to ensure reporting accuracy and proper use of resources.<br>• Review and approve program-related expenses and handle additional operational or administrative responsibilities as needed.
<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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half's client in Livermore, CA is seeking a Logistics Clerk to join their warehouse operations team. This position is responsible for receiving and inspecting incoming shipments, organizing inventory, preparing orders for shipment or delivery, performing light assembly of data center racks, and maintaining an organized warehouse environment.</p><p>This is a temporary position expected to last 4-6 months.</p><p><br></p><p>Logistics Clerk Responsibilities:</p><ul><li>Receive hardware shipments and verify the condition and quantity of goods.</li><li>Inspect and verify incoming items against packing slips and purchase orders.</li><li>Sign delivery slips and document receipt of goods.</li><li>Check shipments for damage and missing items and escalate discrepancies as needed.</li><li>Scan and receive inventory into SAP.</li><li>Organize and store inventory within designated warehouse locations and rack bays.</li><li>Review sales orders and prepare goods for shipping, delivery, or customer pickup.</li><li>Perform local van deliveries to customers.</li><li>Prepare pull sheets based on client specifications and stage materials for integration.</li><li>Prepare delivery tickets for inventory leaving the warehouse.</li><li>Assist with shipping and receiving activities, including freight and truck deliveries.</li><li>Build data center racks and perform light assembly work.</li><li>Maintain a clean, organized, and safe warehouse environment.</li></ul><p>Qualifications:</p><ul><li>High School Diploma and two years of relevant experience.</li><li>Basic knowledge of Microsoft Office, including Excel and Outlook.</li><li>Basic written and verbal communication skills.</li><li>Ability to prioritize, plan, and remain on task.</li><li>Strong attention to detail.</li><li>Dependable and consistent work habits.</li></ul><p>Physical Requirements:</p><ul><li>Ability to lift up to 50 pounds.</li></ul><p>If you are interested in this Warehouse Associate role, please submit your resume for consideration!</p>
<p><strong>Position:</strong> Data Entry Clerk</p><p>We are seeking a detail-oriented <strong>Data Entry Clerk</strong> to accurately enter, update, and maintain information across company databases and systems. The ideal candidate will possess strong organizational skills, excellent attention to detail, and the ability to manage high volumes of data while meeting deadlines.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter, update, and verify data in company databases and spreadsheets.</li><li>Review records for accuracy and completeness.</li><li>Maintain electronic and physical filing systems.</li><li>Generate reports and assist with data audits as needed.</li><li>Support administrative projects and general office tasks.</li></ul><p><br></p>
<p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p><strong>Anisa Henry 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><br></p><p>✨ Senior Fund Accountant</p><p>📍 San Francisco, CA (Hybrid, 1-2 days on-site)</p><p>🏢 Specialized Alternative Investment Services Firm</p><p>💰 Base + Bonus</p><p><br></p><p>Looking to build a career beyond a single fund? Join a growing alternative investment services platform that partners with hedge funds, private equity, private credit, and venture capital firms, providing outsourced CFO, fund accounting, compliance, tax, and operational support across the full investment lifecycle.</p><p><br></p><p>This is a unique opportunity to gain hands-on exposure to sophisticated buy-side organizations, supporting a diverse client base ranging from emerging managers to institutional-scale firms with $1B+ in assets under management. Rather than being tied to one investment firm, you'll work across multiple clients, investment strategies, and fund structures, developing a broad and highly marketable skill set within alternative investments.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support day-to-day fund and management company accounting, operations, and reporting activities</li><li>Reconcile equity, options, foreign exchange, and derivative transactions across counterparties and accounting platforms</li><li>Coordinate with portfolio managers, brokers, and service providers to ensure accurate trade settlement and cash management</li><li>Assist with capital calls, investor allocations, waterfall calculations, NAV reviews, and capital statement preparation</li><li>Prepare performance, exposure, and risk reporting for clients and investors</li><li>Research corporate actions and support valuation and expense review processes</li><li>Process fund and management company payments and treasury activities</li><li>Assist with year-end audit and tax deliverables</li><li>Partner with experienced CFO and operations professionals on strategic client initiatives</li></ul><p><br></p>
<p>A San Francisco–based corporate legal department is seeking an experienced and detail-oriented Corporate Paralegal to support in-house counsel with a wide range of corporate governance, compliance, and transactional matters. This is a contract-to-hire opportunity for someone who thrives in a fast-paced, business-oriented legal environment and brings strong organizational skills, sound judgment, and a proactive mindset. The Corporate Paralegal will play a key role in supporting day-to-day legal operations and ensuring accurate documentation and compliance across the organization.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support in-house counsel with corporate governance matters, including entity management and maintenance</li><li>Prepare, review, and organize corporate documents such as board consents, resolutions, and meeting minutes</li><li>Assist with entity formations, dissolutions, mergers, and other corporate transactions</li><li>Maintain corporate records, minute books, and cap tables</li><li>Manage contract lifecycle tasks, including tracking, organizing, and assisting with reviews of NDAs, MSAs, and other commercial agreements</li><li>Coordinate signatures and execution of legal documents</li><li>Assist with compliance filings and deadlines, including annual reports and regulatory requirements</li><li>Conduct basic legal research and support special projects as needed</li><li>Collaborate cross-functionally with finance, HR, and business teams</li></ul>
<p><strong>Anisa Henry 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>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> investment management </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>✨ Associate Advisor</p><p>📍 San Ramon, CA [Hybrid, 4-5 days in office]</p><p>🏢 Independent Wealth Management Firm</p><p>💰 Competitive Base + Discretionary Bonus</p><p><br></p><p>Anisa Henry is partnered with a growing independent wealth management firm in the search for an <strong>Associate Advisor</strong>. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets.</p><p><br></p><p><strong>The Role:</strong></p><p>You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.</p><p> </p><p><strong>We are looking for someone who is both analytical and operational:</strong></p><ul><li><strong>Analytical</strong>: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li><strong>Operational</strong>: Able to manage client communications, sit in meetings, take notes…</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul><p><strong>Planning & Operations Support</strong></p><ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul><p><strong>Client Service</strong></p><ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry 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>✨ Senior Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Financial Services | Alternative Investments</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits + High Career Growth</p><p><br></p><p>A rapidly growing alternative investment firm is seeking a Senior Fund Accountant to join its finance team in San Francisco. Backed by significant institutional capital and focused on providing liquidity solutions across private markets, the firm is experiencing substantial growth and offers a unique opportunity to gain exposure to complex investment structures, fund operations, and strategic finance initiatives. This role is ideal for an accounting professional who wants to move beyond traditional fund accounting and gain hands-on experience across fund finance, treasury, investor activities, financial reporting, audits, and business analysis within a sophisticated investment platform.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and validate fund accounting activities prepared by external service providers, including NAV calculations, capital activity, allocations, and financial reporting.</li><li>Serve as a primary liaison and oversight partner for third-party fund administrators.</li><li>Review monthly, quarterly, and annual fund accounting deliverables and investigate variances or unusual activity.</li><li>Assist with the preparation and review of financial statements, supporting schedules, and management reporting.</li><li>Partner with service providers to resolve accounting issues and ensure timely, accurate reporting.</li><li>Support treasury operations, including cash management, liquidity monitoring, forecasting, and wire activity.</li><li>Assist with capital calls, distributions, subscriptions, and other investor transactions.</li><li>Respond to investor-related requests and support the delivery of financial information.</li><li>Coordinate year-end audits, tax reporting processes, and interactions with external advisors.</li><li>Perform ad hoc financial analysis, modeling, and special projects across the finance organization.</li><li>Enhance accounting processes, controls, reporting procedures, and operational efficiencies.</li><li>Collaborate closely with finance leadership on broader fund finance and operational initiatives.</li></ul><p><strong>Why Apply?</strong></p><ul><li>Join a high-growth investment platform at an exciting stage of expansion.</li><li>Gain exposure to complex fund structures, co-investments, and alternative investment strategies.</li><li>Work alongside experienced finance and investment professionals in a highly collaborative environment.</li><li>Competitive compensation package including bonus potential.</li><li>Comprehensive healthcare benefits and 401(k) program.</li><li>Premium office environment with employee-focused perks and amenities.</li><li>Significant opportunities for professional development and long-term career growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<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 Manager | 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>**100% Contract Position** </p><p> Job Function Details: </p><p> • Oversee all HR functions, including recruitment, onboarding, employee relations, performance management, compensation, benefits, training, compliance, and HR systems. • Lead and develop the HR and Recruitment team of three employees, ensuring departmental goals are met and exceptional service is provided across the organization, including 200 employees across 7 Northern California counties. • Develop and implement effective recruitment, retention, and onboarding strategies aligned with company's mission and staffing needs. • Manage employee relations, workplace investigations, performance improvement plans, and involuntary separations, partnering with the COO and legal counsel as needed. • Develop and maintain HR policies, procedures, and programs that promote employee engagement, accountability, inclusion, and a high-performance culture. • Oversee competitive, equitable, and financially sustainable compensation and benefits programs, including annual market reviews and renewals. • Coach and train managers on employee relations, performance management, recruitment, retention, and effective leadership practices. • Oversee employee evaluations, professional development, and performance management processes. • Ensure compliance with federal, state, and local employment laws, regulations, and reporting requirements. • Oversee workers’ compensation, unemployment insurance, employee leaves, accommodations, personnel records, and HRIS. • Partner with the COO to manage the HR budget and ensure departmental financial accountability.</p>
<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>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>