<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><strong>Job Title:</strong> Contract Payroll Specialist</p><p><strong>Location:</strong> North Side of Indianapolis, IN</p><p><strong>Job Type:</strong> Contract (3+ months) | Hybrid after training</p><p><br></p><p>We are seeking an experienced <strong>Payroll Specialist</strong> to support a high-volume payroll operation for a service company with <strong>3,000+ employees</strong>. This role will process <strong>multi-state payroll</strong> on both <strong>weekly and bi-weekly schedules</strong> and requires strong experience with <strong>ADP Workforce Now</strong> and <strong>Excel</strong>, including <strong>pivot tables</strong> and <strong>VLOOKUPs</strong>. Based on general knowledge.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process high-volume, multi-state payroll for 3,000+ employees on weekly and bi-weekly cycles. Based on general knowledge.</li><li>Review payroll data for accuracy, including hours, deductions, taxes, garnishments, and adjustments. Based on general knowledge.</li><li>Maintain compliance with federal, state, and local payroll regulations. Based on general knowledge.</li><li>Reconcile payroll reports and research discrepancies. Based on general knowledge.</li><li>Partner with HR and accounting to ensure accurate payroll records and reporting. Based on general knowledge.</li><li>Use ADP Workforce Now and Excel for payroll processing, reporting, and analysis. Based on general knowledge.</li></ul><p><strong>Additional Details:</strong></p><ul><li><strong>3+ month contract</strong> assignment. Based on general knowledge.</li><li><strong>Hybrid schedule after training: 2 days in office, 3 days remote.</strong> Based on general knowledge.</li><li>Company is located on the <strong>north side of Indianapolis</strong>. Based on general knowledge.</li></ul>
<p>We are looking for a skilled Vermont Workers' Compensation Claims Specialist to assist our client with a long-term, fully remote, contract opportunity processing Vermont workers' compensation claims. A Vermont Adjustor License is required for this opportunity. This person will be responsible for managing a complex caseload of workers’ compensation claims from inception through resolution. This role ensures compliance with applicable laws and regulations, delivers excellent customer service, and works closely with internal stakeholders, injured employees, medical providers, and legal counsel to facilitate timely and cost-effective claim outcomes.</p><p><strong>Key Responsibilities</strong></p><ul><li>Vermont Adjustor License is required.</li><li>Manage a portfolio of high-exposure and complex workers’ compensation claims, including litigated cases.</li><li>Investigate claims by reviewing reports, medical records, and conducting interviews to determine compensability.</li><li>Ensure timely and accurate claim adjudication in accordance with state laws and company guidelines.</li><li>Develop and execute claim strategies, including reserve setting and ongoing reserve adjustments.</li><li>Coordinate with medical providers, rehabilitation specialists, and case managers to support return-to-work initiatives.</li><li>Monitor and manage litigation, working closely with defense attorneys and attending hearings, mediations, and depositions as needed.</li><li>Communicate regularly with injured employees, employers, brokers, and other stakeholders regarding claim status.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul>
We are looking for an experienced Payroll Supervisor/Manager to join a hospitality organization in La Jolla, California in a contract-to-permanent capacity. This position oversees payroll operations from end to end, ensuring employees are paid accurately, on time, and in compliance with applicable regulations. The role also partners closely with Human Resources and finance leadership to maintain reliable payroll records, support reporting needs, and strengthen payroll controls across the organization.<br><br>Responsibilities:<br>• Direct the complete payroll process for a large employee population, ensuring each payroll cycle is processed accurately and delivered within established timelines.<br>• Guide and support the Payroll Specialist through coaching, task oversight, and review of day-to-day payroll activities to maintain high quality standards.<br>• Partner with Human Resources and operational leaders to keep employee pay data current, accurate, and properly documented in payroll systems.<br>• Review and process special payroll items such as off-cycle payments, bonuses, expense reimbursements, deductions, and wage garnishments.<br>• Validate service charges, tips, and gratuity-related payments to ensure proper calculation and distribution.<br>• Monitor adherence to payroll tax rules, wage and hour requirements, and internal control standards while protecting sensitive employee information.<br>• Prepare payroll reconciliations, earnings and deduction analysis, and recurring reports for the Director of Finance to support decision-making.<br>• Contribute to labor planning activities by assisting with payroll-related budgeting and forecasting needs.<br>• Use Workday to maintain employee records, perform audits, generate reports, support terminations, and help manage payroll-related system processes and integrations.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul><p><br></p>
<p>Robert Half is partnering with a Law firm searching for a Paralegal to support a legal practice serving clients in family and civil litigation matters in the greater Peabody area. This role offers the opportunity to work closely with attorneys throughout the life cycle of active cases, from initial filings through trial preparation. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple deadlines in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Efiling in Massachusetts and managing legal billing</p><p>• Prepare, revise, and file legal documents, correspondence, pleadings, and discovery materials in accordance with court requirements.</p><p>• Coordinate trial and hearing preparation by assembling exhibits, summarizing records, and helping manage witness and document logistics.</p><p>• Maintain case information within legal management systems and ensure documents, notes, and updates are entered accurately.</p><p>• Assist with family and general civil litigation matters by conducting factual research and compiling materials for attorney review.</p><p>• Monitor billing-related tasks by reviewing time entries, organizing supporting documentation, and helping keep client files current.</p><p>• Communicate with clients, courts, and outside parties clearly and effectively to support scheduling and case activity.</p>
<p><strong>Job Summary:</strong></p><p>Our client is seeking a professional and personable Receptionist to serve as the first point of contact for visitors, clients, and employees. This individual will play a key role in creating a welcoming environment while supporting daily administrative operations. The ideal candidate is organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced office setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and staff in a professional manner</li><li>Answer, screen, and direct incoming phone calls</li><li>Manage front desk operations and maintain a clean, organized reception area</li><li>Handle mail distribution, packages, and courier services</li><li>Schedule meetings and coordinate conference room bookings</li><li>Provide administrative support such as data entry, filing, scanning, and document preparation</li><li>Monitor office supplies and place orders as needed</li><li>Support other departments with clerical tasks and special projects</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
We are looking for an Accounts Receivable Specialist to join a team in Morton, Minnesota on a Long-term Contract basis. In this role, you will help manage core receivables activities, support accurate billing and cash application processes, and contribute to steady day-to-day accounting operations. This opportunity is well suited for someone who can adapt quickly, follow established procedures, and work effectively with both manual and digital workflows.<br><br>Responsibilities:<br>• Manage invoice processing, customer payments, deposit entries, and credit adjustments to keep receivables current and accurate.<br>• Handle daily billing and cash activity tasks while ensuring transactions are recorded in a timely manner.<br>• Investigate payment or invoice discrepancies, including issues connected to order or shipping details, and work toward resolution.<br>• Follow up with customers on past-due balances and assist with commercial collections efforts in a thorough manner.<br>• Maintain organized accounts receivable records and provide support for related accounting activities as needed.<br>• Partner with accounts payable and other internal teams to confirm financial information is complete and processed correctly.<br>• Assist with shifting accounting priorities and take on additional duties as workflows and team needs develop.
<p>We are a collaborative civil litigation firm in downtown San Jose looking for an experienced <strong>Litigation Specialist</strong> to join our team. We are seeking someone who is organized, proactive, and confident supporting attorneys with the day-to-day demands of active litigation. If you enjoy being a key part of a busy legal team and take pride in keeping cases moving forward, we would love to hear from you.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Handle state and federal court filings, including TrueFiling, OneLegal, and CM/ECF</li><li>Format legal documents and prepare TOC/TOA for motions, memoranda, and briefs</li><li>Manage calendars, deadlines, and communications with attorneys and clients</li><li>Assist with discovery, document production, Bates stamping, and file organization</li><li>Help prepare pleadings, notices, stipulations, proposed orders, and exhibits</li><li>Support deposition and trial preparation, including binders, exhibits, and logistics</li></ul>
<p>Well-known California firm is seeking a skilled litigation attorney to join their team. The ideal candidate will have experience managing complex legal cases and a proven ability to independently handle litigation matters. This role offers an excellent opportunity to work in a dynamic environment with a hybrid flexible schedule, competitive compensation, and comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in complex litigation cases, ensuring their interests are effectively advocated.</p><p>• Prepare and draft legal documents, including motions, briefs, and discovery materials.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Collaborate with colleagues and clients to develop and execute litigation plans.</p><p>• Analyze and interpret real estate law and other relevant legal frameworks.</p><p>• Attend court hearings and proceedings, presenting cases with confidence and professionalism.</p><p>• Manage case files, ensuring all documentation is accurate and organized.</p><p>• Provide mentorship and guidance to attorneys with less experience as needed.</p><p>• Maintain up-to-date knowledge of legal trends and changes in relevant practice areas.</p>
<p>Established mid-sized firm is seeking an employment attorney who is passionate about providing strategic legal guidance to both private and public sector clients. As part of their firm, you will have the opportunity to handle complex labor and employment matters and make a meaningful impact. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Provide legal counsel to employers on various labor and employment issues, including workplace policies, employee relations, wage compliance, and risk management.</p><p>• Manage all aspects of litigation, including discovery, depositions, trial preparation, motions, and appeals.</p><p>• Draft, review, and revise employment agreements, handbooks, and related documentation to ensure compliance with current laws.</p><p>• Stay informed about changes in employment law and provide proactive guidance to help clients adapt to evolving regulations.</p><p>• Collaborate with colleagues and clients to develop innovative and practical solutions to employment challenges.</p><p>• Represent clients in court and administrative proceedings, delivering strong advocacy and strategic arguments.</p><p>• Conduct thorough legal research and analysis to support case strategies and client advisement.</p><p>• Foster client relationships by delivering high-quality work and maintaining clear communication throughout legal processes.</p>
<p>We are looking for an experienced Assistant Controller to support core accounting operations and strengthen financial oversight for a long-term contract opportunity in Whately, Massachusetts. This position will play a key role in maintaining accurate financial records, coordinating close activities, and helping deliver timely reporting for leadership and external stakeholders. The ideal candidate brings strong technical accounting knowledge, hands-on NetSuite experience, and the ability to work effectively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and review monthly close activities by coordinating deadlines, reviewing entries, and helping ensure accurate and timely completion of financial results.</p><p>• Maintain and reconcile general ledger accounts, investigate variances, and resolve discrepancies to support reliable financial data.</p><p>• Prepare internal and external financial reports that provide clear insight into business performance and accounting activity.</p><p>• Assist with audit readiness by organizing documentation, responding to requests, and supporting financial statement audit processes.</p><p>• Review journal entries, account reconciliations, and supporting schedules to uphold strong accounting controls and reporting accuracy.</p><p>• Partner with cross-functional teams to gather financial information, clarify accounting treatment, and improve reporting consistency.</p><p>• Utilize NetSuite to manage accounting workflows, monitor data integrity, and support day-to-day financial operations.</p><p>• Help identify opportunities to streamline accounting procedures and strengthen the efficiency of recurring close and reporting tasks.</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> </p><p>✨ Associate Wealth Advisor </p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a wealth management firm is seeking an <strong>Associate Wealth Advisor</strong> to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. </p><p><br></p><p>The <strong>Associate Wealth Advisor</strong> will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using financial planning software</li><li>Build and maintain strong relationships with clients and team members</li><li>Follow up with clients to gather information and clarify financial objectives</li><li>Participate in client meetings and document discussions</li><li>Support advisors in helping clients define and achieve their financial goals</li><li>Monitor client progress and assist with ongoing financial planning needs</li><li>Meet established deadlines and service standards</li><li>Coordinate account administration and assist with investment-related requests and client inquiries</li><li>Research and resolve account and operational issues</li><li>Process account transactions while maintaining accuracy and regulatory compliance</li><li>Identify opportunities to improve processes, efficiencies, and client service delivery</li><li>Support goals-based financial planning and wealth management strategies</li><li>Collaborate with internal subject matter experts and team members as needed</li><li>Participate in training, professional development, and continuing education programs</li><li>Stay current on industry trends, regulations, policies, and procedures</li><li>Perform additional duties and special projects as assigned</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>Are you looking to advance your career in a collegial and supportive environment that prioritizes work-life balance, long-term growth, and meaningful, engaging work? A reputable East Bay firm is seeking a Business and Real Estate <strong>Litigation Associate</strong> to join their team of dedicated professionals.</p><p><br></p><p>This is a fantastic opportunity to work on complex business and real estate litigation cases without the stress of overwhelming billable requirements. With a focus on collaboration, professional development, and achieving exceptional results for clients, they offer a unique chance to grow your practice in a firm where your contributions will truly be valued. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases involving business and real estate disputes from inception through trial.</p><p>• Conduct in-depth legal research and draft high-quality motions, briefs, and other legal documents.</p><p>• Lead and participate in depositions, hearings, and settlement negotiations.</p><p>• Develop litigation strategies and provide strategic advice to clients throughout the legal process.</p><p>• Collaborate with team members to ensure comprehensive case preparation and representation.</p><p>• Handle discovery processes, including drafting and responding to discovery requests and managing document reviews.</p><p>• Represent clients in court proceedings, including trials and mediations, with a focus on achieving favorable outcomes.</p><p>• Stay updated on legal trends and developments relevant to business and real estate law.</p>
A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal detail oriented who wants to further their career in a collaborative, client-focused environment. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. <br> Key Responsibilities: Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents. Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas. Represent clients in probate and trust administration proceedings. Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies. Stay current on developments in estate and tax law to ensure best practices and client service. Participate in firm business development and client relationship management efforts as needed.
<p>We are looking for an Accounts Payable Clerk to support a growing real estate and property organization in Oak Brook, Illinois. This contract opportunity with permanent potential is ideal for someone who brings strong accounting fundamentals, experience in property-related financial operations, and confidence working with Yardi and Excel. The person in this role will help maintain accurate records, contribute to reporting and close activities, and support the broader finance team with reliable day-to-day execution.</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payable transactions and maintain organized, accurate financial records across property-related accounts.</p><p>• Support month-end and year-end close activities by preparing reconciliations, reviewing ledger activity, and helping ensure timely completion of reporting tasks.</p><p>• Assist with the preparation of financial statements, trial balances, and other recurring reports for management review.</p><p>• Work within Yardi to manage accounting data, research discrepancies, and help resolve system-related issues affecting financial workflows.</p><p>• Partner with property managers and finance staff to monitor budgets, track expenses, and provide updates that support planning decisions.</p><p>• Help coordinate audit preparation by gathering documentation, responding to requests, and reinforcing compliance with internal controls and accounting standards.</p><p>• Review general ledger entries for accuracy and completeness, making corrections or escalating issues when needed.</p><p>• Identify opportunities to improve accounting processes and contribute to efficiency enhancements within the finance function.</p><p><br></p><p>The salary range for this position is $20 to $25. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.</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> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Employment Attorney to join a well established team in San Jose, California. This opportunity is suited to a lawyer who can independently drive employment matters from initial assessment through resolution while delivering practical counsel to clients on workplace compliance and dispute prevention. The role offers a broad practice spanning litigation, advisory work, and training, and would be a strong fit for someone with solid courtroom experience and strong written and verbal advocacy skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead employment matters through all phases of litigation, from early case evaluation and strategy through discovery, motion practice, hearings, and resolution.</p><p>• Represent clients in wage and hour disputes, discrimination claims, wrongful termination cases, and related workplace actions in state and federal court.</p><p>• Take and defend depositions, prepare witnesses, and serve as primary counsel in contested matters with limited supervision.</p><p>• Draft persuasive motions, briefs, pleadings, and other case documents with a high level of accuracy and strategic focus.</p><p>• Advise employers on compliance with wage and hour rules, leave requirements, workplace policies, and California labor regulations.</p><p>• Respond to administrative agency complaints and guide clients through investigations, pre-litigation disputes, and risk management considerations.</p><p>• Support employers with policy development, compliance initiatives, and training programs designed to reduce workplace legal exposure.</p><p>• Handle complex employment matters, including class and representative actions, while maintaining strong client communication and case organization.</p>
<p>We are looking for an experienced Employee Relations Manager to support a contract assignment based near Lodi, NJ. This contract position will lead employee relations and training efforts while helping guide day-to-day human resources operations in a complex organizational setting. The role partners with leadership to strengthen workplace practices, promote compliance with employment regulations, and support employees throughout the full employment lifecycle.</p><p><br></p><p>Responsibilities:</p><p>• Guide employee relations matters by reviewing concerns, leading investigations, and recommending practical resolutions that align with policy and employment law.</p><p>• Partner with HR leadership to shape, refine, and communicate workplace policies, procedures, and handbook content to maintain current and compliant practices.</p><p>• Serve as a key liaison between staff and leadership, encouraging clear communication and helping address sensitive workplace issues appropriately and confidentially.</p><p>• Support performance management activities by advising managers on coaching, corrective action, performance improvement planning, and separation processes.</p><p>• Maintain detailed and confidential documentation related to employee relations cases, investigative findings, and recommended next steps.</p><p>• Work with legal counsel and senior administrators when needed to manage risk, address potential liability, and ensure appropriate handling of complex employment matters.</p><p>• Design, source, and deliver recurring development and workplace training sessions for supervisors and employees.</p><p>• Collaborate with leadership on employee engagement initiatives, including surveys, climate feedback efforts, and programs aimed at improving satisfaction and retention.</p>
<p>High end boutique firm is seeking an associate attorney to join their team. This is a hybrid remote role. If you are eager to learn from an experienced partner with an interest in furthering their career and looking for an opportunity where you will thrive, this could be the job for you. The permanent Attorney will work in the Walnut Creek, California, area.</p><p>How you will make an impact</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Communicate with clients and opposing counsel</p><p><br></p><p>- Analyze and summarize legal documents</p><p><br></p><p>- Legal research and drafting of a wide range of legal documents</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> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>We are looking for an Associate Attorney to join our litigation team focusing on class action, data privacy, securities, and antitrust. This opportunity is well suited for a motivated legal team member who thrives in a fast-paced practice and brings hands-on experience supporting or leading civil litigation matters. The role offers meaningful involvement across all phases of case development, from early pleadings through discovery, negotiation, and courtroom appearances. We value candidates who pair strong legal analysis and writing ability with initiative, sound judgment, and a forward-thinking approach to building client relationships and identifying new matters.</p><p><br></p><p>Responsibilities:</p><p>• Prepare pleadings, dispositive motions, and other case filings with careful attention to strategy, accuracy, and deadlines.</p><p>• Perform detailed legal research and translate findings into persuasive written work product and practical case recommendations.</p><p>• Manage written discovery by drafting requests, evaluating responses, and helping shape overall discovery strategy.</p><p>• Take part in depositions by preparing witnesses, examining parties or third parties, and defending testimony as needed.</p><p>• Represent the firm in mediations, hearings, and other litigation proceedings while supporting case strategy and client advocacy.</p><p>• Collaborate on civil and complex litigation matters, contributing to case assessment, factual development, and litigation planning.</p><p>• Identify and evaluate potential case opportunities through strategic networking, market awareness, and creative issue spotting.</p><p>• Support business development efforts by cultivating referral sources and helping generate strong leads for future client engagements.</p>
<p>Established boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm. This firm offers a low billable requirement, a congenial work atmosphere, and established bonus structure. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and estate administration, elder abuse, accounting and removal actions, breach of fiduciary duty, claims of undue influence, and contested conservatorships among others.</p><p><br></p><p>Key Duties:</p><p><br></p><p>Represent clients in court or before government agencies</p><p>Prepare and draft legal documents on behalf of clients</p><p>Advise clients on business and legal issues</p><p>Negotiate settlements for legal disputes</p><p>Comply with all legal standards and regulations</p><p>Communicate effectively with clients, colleagues and opposing counsel</p>