<p><strong>What You’ll Do </strong></p><p><strong>Benefits Administration</strong> </p><p>● Administer day-to-day operations of health and welfare, retirement, and ancillary benefit programs (medical, dental, vision, life, disability, 401(k), FSA/HSA) </p><p>● Support new hire enrollments, qualifying life events, terminations, and annual open enrollment processes </p><p>● Ensure accurate and timely processing of benefit changes in HRIS, carrier systems, and payroll </p><p> </p><p><strong>Employee Support & Experience</strong> </p><p>● Serve as a point of contact for employee benefits inquiries, providing high-quality, timely support </p><p>● Develop and maintain clear employee-facing communications, guides, and FAQ resources </p><p> </p><p><strong>Systems Coordination</strong> </p><p>● Monitor file feeds and integrations between HRIS, payroll, and benefits vendors; partner with internal People Tech team to identify and escalate issues </p><p>● Maintain employee and enrollment data accuracy between HRIS, payroll, and benefits vendors </p><p><strong> </strong></p><p><strong>Compliance & Reporting</strong> </p><p>● Assist with annual filings, nondiscrimination testing, and distribution of required notices </p><p>● Conduct monthly audits and reconciliations of benefits data and invoices to ensure compliance and accuracy </p>
<p>The <strong>Benefits Coordinator</strong> supports the administration, communication, and day‑to‑day operations of the organization’s employee benefits programs. This role ensures employees understand and can access their benefits, maintains accurate records, and partners with HR, payroll, and external vendors to deliver a smooth and compliant benefits experience.</p><p><strong>Key Responsibilities</strong></p><p><strong>Benefits Administration</strong></p><ul><li>Administer health, dental, vision, life, disability, and retirement plans.</li><li>Process enrollments, changes, and terminations in HRIS and vendor systems.</li><li>Coordinate annual open enrollment, including materials, employee support, and system updates.</li><li>Audit benefits data regularly to ensure accuracy and compliance.</li></ul><p><strong>Employee Support</strong></p><ul><li>Serve as the primary point of contact for employee benefits questions.</li><li>Provide guidance on plan options, eligibility, and enrollment processes.</li><li>Assist employees with claims issues by liaising with carriers and vendors.</li><li>Conduct benefits orientations for new hires.</li></ul><p><strong>Compliance & Reporting</strong></p><ul><li>Maintain compliance with federal and state regulations (e.g., ACA, COBRA, ERISA, FMLA).</li><li>Prepare required documentation, notices, and reports.</li><li>Support audits and ensure proper recordkeeping.</li></ul><p><strong>Vendor & Payroll Coordination</strong></p><ul><li>Work with benefits providers to resolve issues and maintain service quality.</li><li>Reconcile monthly invoices and ensure timely payment.</li><li>Coordinate with payroll to ensure accurate deductions and adjustments.</li></ul><p><strong>Process Improvement</strong></p><ul><li>Recommend enhancements to benefits processes, communication, and employee experience.</li><li>Assist with benefits-related projects, surveys, and program evaluations.</li></ul><p><br></p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p><strong>Workplace Coordinator – Job Description</strong></p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Oversee daily office operations, ensuring a clean, safe, and organized workplace.</li><li>Manage office supply inventory and place orders as needed.</li><li>Coordinate with vendors and building management for facility maintenance and repairs.</li><li>Greet and assist visitors, serving as the primary point of contact for facility-related questions.</li><li>Support meeting and event logistics, including conference room scheduling and setup.</li><li>Respond to employee requests regarding workspace, access, or maintenance issues.</li><li>Ensure compliance with company policies and safety standards.</li></ul><p><br></p>
<p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Coordinate repairs, maintenance, and upgrades of office premises</li><li>Act as the primary point of contact for facility-related inquiries and service vendors</li><li>Monitor and track facility work orders and ensure timely completion</li><li>Manage office supply inventory and handle orders for maintenance supplies</li><li>Assist with space planning, office moves, and setup of new workstations</li><li>Conduct regular inspections to ensure facilities meet safety and cleanliness standards</li><li>Maintain records, reports, and documentation related to facilities operations</li></ul><p><br></p>
<p>The Facilities Coordinator is responsible for managing and supporting the daily operations and maintenance of office facilities. This role ensures a safe, clean, and efficient work environment by coordinating repairs, organizing facility services, and providing administrative support to the facilities team.</p>
We are looking for a Patient Administrative Specialist to join our team on a contract basis in Palo Alto, California. In this role, you will be responsible for ensuring smooth front-office operations, including patient coordination, surgery scheduling, and administrative support in an outpatient clinical setting. This position requires excellent organizational and communication skills to provide a seamless experience for patients and healthcare providers.<br><br>Responsibilities:<br>• Welcome patients upon arrival, assist with check-in and check-out processes, and address initial inquiries regarding appointments, payments, and schedules.<br>• Coordinate surgery scheduling and manage provider preferences to accommodate urgent patient needs.<br>• Maintain and update clinic databases, directories, and internal forms to ensure accurate documentation.<br>• Respond to non-clinical patient and CRM messages, escalating cases as necessary to the appropriate team.<br>• Provide administrative support to healthcare providers using reference tools and documentation.<br>• Manage and distribute incoming faxes, mail, and other clinic-specific documents.<br>• Ensure service standards are met or exceeded in alignment with organizational goals.<br>• Handle multi-line phone systems to route incoming calls and respond to inquiries efficiently.<br>• Support daily clinic operations by maintaining accurate records and facilitating communication between teams.<br>• Execute customer service tasks with professionalism, prioritizing patient satisfaction and problem resolution.
We are looking for a Patient Administrative Specialist to join our team in Emeryville, California. In this contract position, you will play a vital role in supporting the daily operations of a clinic, focusing on patient coordination, surgery scheduling, and front desk tasks. This role is an excellent opportunity for individuals with strong organizational skills and a passion for delivering exceptional patient service.<br><br>Responsibilities:<br>• Welcome patients at the front desk, ensuring a positive first impression and assisting with inquiries about appointments, payments, and schedules.<br>• Coordinate surgery scheduling and collaborate with healthcare providers to accommodate urgent patient needs.<br>• Provide administrative support to doctors and patients by utilizing reference tools and documents.<br>• Maintain clinic databases, including information directories, paging systems, and internal forms.<br>• Process and distribute faxes, mail, and clinic-specific documentation efficiently.<br>• Respond to non-clinical patient messages and CRM inquiries, escalating issues as needed.<br>• Uphold organizational service standards by delivering excellent customer service.<br>• Assist in the check-in/check-out process to streamline patient flow.<br>• Ensure accurate filing and documentation to support clinic operations.
<p><strong>Client Service Associate – Wealth Management</strong></p><p>📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)</p><p>💰 $75K–$115K base + discretionary bonus</p><p>A growing boutique wealth management firm is looking to add a <strong>Client Service Associate</strong> to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to <strong>grow long-term within a successful RIA</strong> and be part of a high-touch client service environment.</p><p><strong>What you’ll do:</strong></p><ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul><p><br></p>
<p>We are looking for a Workplace Experience Coordinator to join our team on a contract, on-call basis in San Francisco, CA. This role is ideal for individuals with a strong presence, a passion for delivering exceptional service, and the ability to adapt to dynamic situations. As a key point of contact, you will provide detail-oriented support and ensure seamless operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide front desk and receptionist services, including greeting visitors and managing inbound calls.</p><p>• Set up and break down food and beverage arrangements for meetings, ensuring all items are presented appropriately.</p><p>• Operate and maintain coffee machines, including cleaning cycles and replenishing supplies.</p><p>• Utilize software tools such as Slack and Microsoft Office to coordinate tasks and communicate effectively.</p><p>• Maintain a calm and confident presence while managing multiple responsibilities and addressing inquiries.</p><p>• Maintain a neat appearance and adhere to a business dress code, preferably navy blue suit with white button-up.</p><p>• Respond to on-call requests with flexibility, including same-day assignments as needed.</p><p>• Collaborate with the team to ensure smooth operations and a high-quality workplace experience.</p><p>• Complete necessary background checks and drug tests as part of the onboarding process.</p>
We are looking for an experienced Human Resources Coordinator to join our team in San Rafael, California. In this pivotal role, you will oversee essential HR functions, including onboarding, employee lifecycle management, and compliance with California labor laws. This is a Contract to long-term position, offering the opportunity for ongoing growth and collaboration within a dynamic organization.<br><br>Responsibilities:<br>• Manage the full onboarding and offboarding process, ensuring accurate documentation for new team members and terminations.<br>• Maintain and update employee records to ensure compliance with company policies and state labor laws.<br>• Oversee HR operations across multiple locations, ensuring consistency and adherence to California employment regulations.<br>• Collaborate with the payroll team to guarantee accurate and timely processing of employee payments.<br>• Support employee relations initiatives by addressing concerns and fostering a positive workplace environment.<br>• Conduct background checks and ensure all pre-employment requirements are met.<br>• Utilize HRIS systems to streamline administrative tasks and improve data management.<br>• Provide guidance and support on HR policies and procedures to employees and managers.<br>• Assist in training and cross-functional support to enhance team effectiveness.<br>• Ensure adherence to legal standards and best practices in all HR functions.
We are looking for a detail-oriented Administrative Coordinator to join our team in Berkeley, California. This long-term contract position offers an exciting opportunity to support fundraising, donor engagement, and administrative operations within a mission-driven organization. The ideal candidate will bring strong organizational skills, excellent communication abilities, and a passion for contributing to impactful initiatives.<br><br>Responsibilities:<br>• Conduct research to identify potential foundation and institutional funders to support grant opportunities.<br>• Draft, edit, and compile materials for grant proposals, reports, and submissions.<br>• Assist with donor communications, including writing appeals, acknowledgments, and stewardship materials.<br>• Support donor engagement initiatives such as campaigns, mailings, and digital outreach efforts.<br>• Maintain and update donor and gift records in the organization's database, ensuring accuracy and completeness.<br>• Generate detailed reports to track fundraising activities and analyze donation trends.<br>• Provide logistical and communication support for fundraising events and donor-facing experiences.<br>• Assist with the coordination of fundraising campaigns and donor engagement activities.<br>• Collaborate with various teams to collect program information for use in fundraising materials.<br>• Contribute to maintaining data hygiene, segmentation, and accurate list management in the donor database.
<p><strong>HR Administrative Coordinator</strong></p><p>Support the HR department with administrative tasks, from onboarding to records management.</p><p>Job Responsibilities:</p><ul><li>Assist with scheduling interviews and new hire orientations.</li><li>Maintain employee files and HRIS data.</li><li>Process documentation for benefits, payroll, and compliance.</li><li>Support HR programs and communications.</li></ul>
<p>We are looking for a Workplace Experience Coordinator to join our team in San Jose, CA Coverage for 2 weeks</p><p>Responsibilities:</p><p>• Greet and assist employees and visitors with attention to detail, issuing visitor and parking passes while adhering to security protocols.</p><p>• Coordinate workplace services such as mail distribution, office supply management, and onboarding processes.</p><p>• Plan and manage on-site events, including reserving space, setting up and breaking down rooms, and ensuring the timely delivery of supplies.</p><p>• Handle janitorial and maintenance work orders, collaborating with vendors to ensure services are completed efficiently.</p><p>• Respond to employee and guest inquiries or complaints, providing solutions with a customer-focused approach.</p><p>• Manage calendars and reservations, ensuring schedules are organized and up-to-date.</p><p>• Deliver presentations and communicate effectively with groups of varying sizes.</p><p>• Follow property-specific safety and emergency procedures, notifying appropriate parties to maintain a safe environment.</p><p>• Facilitate vendor relationships to ensure timely delivery of goods and services.</p><p>• Utilize existing procedures to solve straightforward problems, ensuring duties are carried out with precision and a high standard of quality.</p>
<p><strong>Overview</strong></p><p>The Client Intake Specialist supports attorneys by serving as a primary point of contact for new and existing clients while providing general legal administrative support. This Client Intake Specialist role focuses on managing client communications, coordinating intake and matter setup, maintaining case information, and supporting smooth information flow across legal teams in a fast‑paced law firm environment.</p><p><br></p><p><strong>Responsibilities</strong></p><p>• Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries</p><p>• Coordinate client intake and new matter setup, working with internal intake and conflicts teams</p><p>• Collect, organize, and maintain client and matter information in electronic and paper files</p><p>• Assist attorneys with calendars, deadlines, scheduling, and basic document preparation</p><p>• Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail</p><p>• Maintain deadlines and key dates in calendaring systems and support workflow tracking</p><p>• Collaborate with attorneys and support staff to ensure timely follow‑through and consistent client service</p><p>• Handle confidential information with professionalism and discretion</p><p><br></p>
<p>We are looking for a detail-oriented Accounting and Compliance Coordinator to join our team in Oakland, California. In this role, you will manage essential accounting tasks, ensuring accuracy in financial transactions and compliance with organizational policies. The ideal candidate will have strong organizational skills and experience in accounts payable, accounts receivable, and data entry.</p><p><br></p><p>Responsibilities:</p><ul><li>Process invoices by collecting PODs/receipts, obtaining field approvals, verifying contract compliance and project completion, coding invoices, and routing for final approval and payment.</li><li>Maintain vendor records, including credit status, authorized purchasers, contacts, and required shipping documentation.</li><li>Prepare and manage contract packages, ensure required compliance documents are current, coordinate with consultants, track pre-liens, and prepare and execute change orders.</li><li>Enter and review all construction transactions in the CCR database with Construction staff.</li><li>Track, value, and record construction-related Gifts in Kind and warehouse inventory, and prepare annual inventory and valuation reports for Finance.</li></ul>
<p>The Data Specialist supports efficient program delivery through accurate data tracking, invoice processing, payment reconciliation, reporting, and database management. Collaborating with finance and program teams, this role ensures seamless operations and strong participant support.</p><p>Key Responsibilities:</p><ul><li>Process vendor invoices, student reimbursements, and payments using Sage, Concur, and Salesforce.</li><li>Route and troubleshoot invoices; manage vendor information and relationships in Sage.</li><li>Query databases, reconcile payment data, and prepare financial/program reports using advanced Excel.</li><li>Manage Ramp-related support inbox and provide phone support for learner inquiries.</li><li>Support account setup by monitoring progress and following up on missing documentation.</li><li>Create and maintain user guides and training content (e.g., Scribe How, YouTube).</li><li>Flag aging invoice requests and resolve bottlenecks.</li></ul>
We are looking for a dedicated Case Manager to join our team in San Francisco, California. In this contract position, you will play a vital role in supporting formerly homeless individuals, many of whom face challenges such as mental health conditions, substance abuse, or medical issues. Your primary focus will be on providing personalized case management services that promote housing stability and improve the overall quality of life for tenants.<br><br>Responsibilities:<br>• Manage a caseload of 60-100 units, working closely with tenants to address challenges related to housing retention and personal well-being.<br>• Conduct outreach and follow-up visits to assess tenant needs and provide ongoing support.<br>• Develop and implement individualized case management plans tailored to tenant-driven goals.<br>• Assist tenants in accessing and maintaining benefits, as well as ensuring timely rent payments.<br>• Collaborate with hotel managers on unit habitability concerns, including pest control and monthly inspections.<br>• Organize community-building activities, such as social events and tenant groups, to foster a supportive environment.<br>• Refer tenants to employment programs and other resources as necessary, ensuring successful connections.<br>• Respond to tenant crises with effective intervention strategies, including de-escalation techniques.<br>• Maintain accurate and confidential case management files, ensuring compliance with organizational standards.<br>• Report incidents of abuse or neglect promptly while adhering to confidentiality protocols.
We are looking for a dedicated Case Manager to join our team in San Francisco, California. In this role, you will provide essential case management services to formerly homeless individuals, assisting with housing retention, benefits access, and community engagement. This is a long-term contract position offering the opportunity to make a meaningful impact on the lives of those in need.<br><br>Responsibilities:<br>• Manage a caseload of 60-90 units, supporting formerly homeless individuals with diverse needs, including mental health challenges, substance use, and medical concerns.<br>• Conduct outreach visits upon tenant entry, provide ongoing assessments, and deliver tailored case management services focused on housing retention and quality-of-life improvements.<br>• Assist tenants in maintaining housing by fostering relationships, addressing challenges, and implementing effective intervention strategies.<br>• Support tenants in accessing and managing benefits, including rent payments, while addressing unit habitability concerns and participating in regular inspections.<br>• Refer tenants to employment programs, community services, and other resources, ensuring successful follow-through and connection.<br>• Organize and lead tenant-focused events and activities to foster a supportive community environment.<br>• Respond to tenant crises with de-escalation strategies and provide necessary interventions.<br>• Maintain accurate case files and records, ensuring confidentiality and compliance with organizational standards.<br>• Collaborate with internal teams and external service providers to advocate for tenant needs and deliver comprehensive support.<br>• Participate in agency-wide initiatives, including annual recertification processes, and support administrative tasks such as check disbursement days.