We are looking for a detail-oriented Administrative Assistant to join our team in San Francisco, California. This Contract to permanent position offers an exciting opportunity to provide essential support to managers and senior operations leaders in a fast-paced environment. The role requires exceptional organizational skills, strong communication abilities, and a proactive approach to managing administrative tasks efficiently.<br><br>Responsibilities:<br>• Provide high-level administrative support to managers and senior operations staff, ensuring seamless coordination of schedules and priorities.<br>• Handle client-related administrative tasks, including preparing engagement letters, scheduling meetings, and managing electronic signatures.<br>• Organize and maintain accurate document management systems to ensure efficient information retrieval and reporting.<br>• Collaborate with the administrative team to assess and improve workflows, enhancing internal processes for greater efficiency.<br>• Serve as backup support for general office operations, assisting with mail distribution, courier services, and document processing.<br>• Facilitate office visits by greeting guests, directing them to meeting locations, and ensuring a welcoming environment.<br>• Coordinate conference room usage and maintain orderly meeting spaces to support office operations.<br>• Respond to incoming calls and inquiries, routing them appropriately and providing excellent customer service.<br>• Prepare specialized reports and assist managers with data analysis based on specific requirements.<br>• Contribute to team efforts by supporting additional administrative tasks as needed.
We are looking for a detail-oriented Data Entry Clerk to join our team in Denver, Colorado. In this long-term contract position, you will play a key role in ensuring accurate and efficient management of data. Candidates should possess strong typing skills and an ability to handle numeric and computer-based data entry tasks with precision.<br><br>Responsibilities:<br>• Enter data into computer systems with speed and accuracy, ensuring completeness and correctness.<br>• Conduct thorough reviews of data for errors and inconsistencies, making necessary corrections.<br>• Maintain organized records and files of entered data to support easy retrieval and audits.<br>• Collaborate with team members to meet deadlines and achieve data processing targets.<br>• Handle numeric data entry tasks with high attention to detail and accuracy.<br>• Perform routine data quality checks to ensure information integrity.<br>• Follow established procedures and guidelines for data entry tasks.<br>• Utilize computer systems and software applications effectively to streamline data management.<br>• Communicate any discrepancies or issues with data to supervisors promptly.<br>• Support additional administrative tasks related to data entry as required.
We are looking for a meticulous and organized Data Entry Clerk to join our team on a contract basis in Charlotte, North Carolina. This position involves handling critical administrative tasks, including managing forms and customer communications, to ensure smooth business operations. If you have strong attention to detail and thrive in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Accurately input data into systems and databases while maintaining a high level of precision.<br>• Manage and organize the filing of forms related to the entity name change process.<br>• Reach out to customers to obtain exemption certificates and follow up as necessary.<br>• Verify, review, and correct data entries to ensure accuracy and compliance.<br>• Utilize Microsoft Excel to manage and analyze data effectively.<br>• Implement Sage Accounting Software for specific tasks related to data management.<br>• Maintain confidentiality and secure handling of sensitive information.<br>• Collaborate with team members to meet deadlines and resolve any data discrepancies.<br>• Generate reports and summaries based on collected data for internal use.<br>• Support additional administrative tasks as required during the contract period.
We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in Richmond, Virginia. In this role, you will be responsible for accurately managing and updating various types of data, ensuring the integrity and organization of records. This position requires strong organizational skills and a keen eye for detail to maintain accurate and up-to-date information.<br><br>Responsibilities:<br>• Digitize and organize employee files to ensure efficient record-keeping.<br>• Verify and update vendor terms, including credit limits and shipping hold statuses.<br>• Scan and process documents to maintain a digital archive of records.<br>• Review and confirm customer account details, including terms and status updates.<br>• Input numeric and textual data into computer systems with precision.<br>• Ensure compliance with company standards while maintaining vendor and customer records.<br>• Collaborate with team members to address discrepancies in data.<br>• Maintain an orderly and accessible digital filing system.<br>• Perform routine audits of data entries to verify accuracy.
We are looking for a detail-oriented Data Entry Clerk to join our team in Hoffman Estates, Illinois. In this long-term contract position, you will play a vital role in ensuring the accurate and efficient entry of data related to patient information, charges, and reconciliation processes. This opportunity offers a chance to contribute to a dynamic healthcare environment while utilizing your data entry expertise.<br><br>Responsibilities:<br>• Accurately register patients by inputting their demographic and insurance details into the system.<br>• Process and enter charge information related to radiology services with precision.<br>• Conduct batch reconciliation audits to verify data accuracy and ensure completeness.<br>• Post charges and finalize batches before moving on to subsequent tasks.<br>• Maintain and update electronic medical records (EMR) using systems like athenahealth.<br>• Collaborate with team members to meet deadlines and maintain workflow efficiency.<br>• Uphold confidentiality and accuracy while handling sensitive patient information.<br>• Perform regular quality checks to identify and correct any discrepancies in data entry.<br>• Generate reports as needed to support internal auditing and administrative processes.
<p><em>The salary range for this position is $160,000-$180,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are seeking a Tax and Accounting Senior Manager to join our team in Chicago, Illinois. The role involves overseeing accounting and tax functions, including managing a team of accounting professionals, handling financial transactions, and preparing financial accounting data for multiple entities.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Oversee the preparation and analysis of financial statements, variance analysis, and key financial metrics for multiple entities.</p><p>• Review and ensure accuracy of monthly journal entries and account reconciliations.</p><p>• Lead a team of accounting professionals, providing guidance and training as needed.</p><p>• Manage the entire lifecycle of accounting for income taxes, including annual, quarterly, and forecasted tax rate computations.</p><p>• Oversee and review other accounting areas such as Accounts Payable, Payroll, Taxes, and Revenue operations.</p><p>• Collaborate with cross-functional teams to improve accounting processes and controls.</p><p>• Understand and manage complex partnership tax structures and transactions.</p><p>• Research tax issues and communicate implications of investment decisions to senior management.</p><p>• Coordinate compliance work, including the preparation and timely filing of tax returns for partnerships.</p><p>• Document and manage the process for quarterly estimates and filings.</p>
We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in Albany, Georgia. This role requires precision, efficiency, and a commitment to maintaining accurate records. As part of this position, you will play a key role in handling numeric and alphanumeric data while supporting administrative tasks.<br><br>Responsibilities:<br>• Accurately input numeric and alphanumeric data into computer systems and databases.<br>• Perform regular data verification to ensure the accuracy and completeness of records.<br>• Maintain organized records and files for easy retrieval and reference.<br>• Handle accounts payable information with precision and confidentiality.<br>• Collaborate with team members to streamline data entry processes and improve efficiency.<br>• Manage large volumes of data while adhering to deadlines and quality standards.<br>• Generate reports and summaries based on entered data as required.<br>• Identify and correct discrepancies or errors in data promptly.<br>• Provide administrative support by assisting with clerical tasks as needed.<br>• Follow company policies and procedures to ensure data security and compliance.
<p>We are looking for a meticulous and dependable Data Entry Clerk to join a team on a long-term contract basis. In this role, you will play a vital part in maintaining and updating company databases with precision and efficiency. This position is based in Wilmington, Delaware, and offers an excellent opportunity for individuals who excel at managing large volumes of data while upholding high standards of accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Input, update, and maintain data within company systems and databases with a high degree of accuracy.</p><p>• Verify and reconcile data entries to ensure consistency and resolve discrepancies.</p><p>• Handle a significant volume of daily data entry tasks while meeting deadlines and productivity benchmarks.</p><p>• Utilize Microsoft Excel for creating and managing reports and performing data analysis.</p><p>• Operate automated accounting and reporting systems, with preference for candidates experienced in Sage.</p><p>• Collaborate with team members to provide timely responses to information requests.</p><p>• Uphold strict confidentiality and security protocols for handling company data.</p><p>• Monitor data integrity and perform regular audits to maintain quality standards.</p><p>• Adapt to evolving priorities and processes while maintaining focus on deliverables.</p>
<p><em>The salary range for this position is $120,000-$135,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Calculate and report Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f).</li><li>Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments.</li><li>Prepare and review Schedule K-1s for complex partnership structures, ensuring accurate allocations of income, deductions, and partner capital.</li><li>Perform detailed analysis of investment portfolios for tax characterization and compliance with IRS regulations.</li><li>Monitor tax law changes related to financial instruments and trading activity; provide guidance on implications for clients or firm entities.</li><li>Assist in tax planning, compliance, and strategy implementation for entities making Section 475(f) elections.</li><li>Review and document tax positions, supporting workpapers, and research memos.</li></ul><p> </p>
We are looking for a meticulous and organized Data Entry Clerk to join our team in Lumberton, New Jersey. This long-term contract position involves handling administrative tasks, including data entry into Excel spreadsheets and an internal database. The ideal candidate will be detail-oriented, capable of multitasking, and comfortable working with large volumes of information.<br><br>Responsibilities:<br>• Accurately input data into Excel spreadsheets and internal databases.<br>• Utilize Excel functions such as pivot tables and vlookups to organize and analyze data.<br>• Provide invoicing support by updating records and verifying documentation.<br>• Match paperwork with corresponding data to ensure accuracy.<br>• Maintain and update location information in spreadsheets.<br>• Perform quality checks on entered data to minimize errors.<br>• Support administrative processes by managing large datasets efficiently.<br>• Collaborate with team members to ensure timely completion of tasks.<br>• Follow established protocols for handling sensitive information.<br>• Assist with additional administrative duties as needed.
<p>At Robert Half, we connect skilled professionals with business leaders who value accuracy, efficiency, and integrity in their operations. Our client is seeking a meticulous Data Entry Clerk to join their team and help maintain precise records and data management practices.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter and update information into databases, spreadsheets, and records systems</li><li>Review data for completeness and accuracy, correcting errors as needed</li><li>Perform regular audits of data to ensure quality and consistency</li><li>Handle confidential information with discretion</li><li>Generate reports and assist with basic analysis</li><li>Support other administrative tasks as requested</li><li>Maintain organized electronic and physical filing systems</li></ul><p><br></p>
We are looking for a detail-oriented Data Entry Clerk to join our team in Providence, Rhode Island. In this long-term contract position, you will play a key role in maintaining accurate records, supporting administrative functions, and ensuring efficient data management processes. This is a great opportunity for someone with strong organizational skills who thrives in a fast-paced environment.<br><br>Responsibilities:<br>• Enter and manage data with precision and speed across multiple systems.<br>• Maintain and update provider databases to ensure accuracy and completeness.<br>• Create and organize departmental filing systems to enhance accessibility and efficiency.<br>• Provide clerical support to network recruiters and relations representatives focused on attention to detail.<br>• Input credentialing information into designated systems and ensure proper documentation.<br>• Utilize Microsoft Excel and other tools for data entry and reporting tasks.<br>• Learn and adapt to new systems and processes as required.<br>• Transfer information between systems while ensuring consistency and accuracy.<br>• Collaborate with team members to support various administrative tasks as needed.
We are looking for a detail-oriented Data Entry Clerk to join our team in Richmond, Virginia. In this hybrid position, you'll contribute to the grant department by accurately inputting data, managing deadlines, and tracking funds. This is a long-term contract opportunity offering a mix of onsite and remote work.<br><br>Responsibilities:<br>• Accurately input grant-related data into databases and systems.<br>• Monitor and adhere to application deadlines for grant submissions.<br>• Track and report fund allocations using established processes.<br>• Utilize intermediate Microsoft Excel skills, such as pivot tables and VLOOKUP, to organize and analyze data.<br>• Collaborate with team members to ensure compliance with grant-specific requirements.<br>• Perform quality checks to verify the accuracy and completeness of entered data.<br>• Manage and organize electronic and physical records for grants.<br>• Ensure timely communication with stakeholders regarding grant-related updates.<br>• Adhere to security protocols, including background and fingerprint checks, to maintain data integrity.
<p>We are looking for dedicated and detail-oriented individuals to join our team in Brecksville, Ohio as Data Entry Clerks. This is a 6-month contract position, offering the opportunity to work with both physical and digital documents to ensure accurate data processing. If you thrive in a fast-paced environment and have excellent typing and organizational skills, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input alpha-numeric data from physical and digital documents into proprietary systems.</p><p>• Maintain a high level of attention to detail to ensure data integrity and accuracy.</p><p>• Open and sort incoming mail efficiently, preparing documents for processing.</p><p>• Adhere to daily workflow schedules and complete tasks within assigned deadlines.</p><p>• Collaborate with team members to address and resolve data discrepancies.</p><p>• Follow established procedures and guidelines for handling sensitive information.</p><p>• Meet productivity targets, including maintaining a specific keystroke per hour rate with accuracy.</p><p>• Participate in occasional overtime to accommodate increased workflow demands.</p><p>• Ensure compliance with organizational standards and practices.</p><p>• Regularly review and verify entered data for completeness and accuracy.</p>
<p>We are looking for a skilled Data Entry Clerk to join our team in Torrance, California. In this role, you will handle critical data entry tasks and contribute to the smooth operation of logistics processes. This is a contract position, ideal for individuals with experience in ocean import logistics and proficiency in Cargowise software.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input data related to ocean import logistics into the Cargowise system.</p><p>• Verify and update information to ensure data integrity and accuracy.</p><p>• Manage and organize large volumes of numeric and textual data efficiently.</p><p>• Collaborate with team members to streamline data entry processes.</p><p>• Perform regular audits to identify and correct discrepancies in records.</p><p>• Generate reports based on entered data to support operational decision-making.</p><p>• Maintain confidentiality and security of sensitive information.</p><p>• Respond to inquiries and resolve issues related to data entry tasks.</p><p>• Ensure compliance with company standards and protocols during data handling.</p><p><br></p><p>The salary range for this position is $23/hr to $25/hr. 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 roberthalf.gobenefits.net for more information.</p>
We are looking for a detail-oriented Data Entry Clerk to join our team in Tulare, California. In this long-term contract position, you will play a key role in ensuring the accuracy and organization of critical information while supporting various administrative tasks. This is an excellent opportunity for individuals with strong organizational skills and a keen eye for detail to contribute to the smooth operation of our processes.<br><br>Responsibilities:<br>• Accurately input data into systems and databases, ensuring completeness and correctness.<br>• Manage and organize files, both physical and digital, to maintain easy access and efficient workflows.<br>• Handle email correspondence professionally, addressing inquiries and providing necessary information.<br>• Utilize Microsoft Excel and Word to create, update, and manage documents and spreadsheets.<br>• Perform calculations and verify numerical data for accuracy and consistency.<br>• Scan and digitize documents to maintain electronic records.<br>• Ensure timely and efficient typing of reports, forms, and other required documentation.<br>• Collaborate with team members to maintain high standards of customer service.<br>• Apply 10-key typing skills to efficiently process numerical data.<br>• Assist in additional administrative tasks as needed to support the team.
<p><em>The salary range for this position is $95,000 to $96,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. </em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Corporate Accountant. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Joint Venture Monthly Accounting and Reporting</li><li>Perform monthly close procedures, including coordination with operations contacts on appropriate support for various revenue and expense accruals, compiling and understanding supporting data for utilization revenue lease entries, recording and maintaining recurring monthly entries, and researching the appropriate ledger coding for various miscellaneous transactions.</li><li>Own the preparation and issuance of the internal JV monthly reporting package including monthly variance analysis explaining fluctuations of income statement and balance sheet accounts, preparation of key performance highlights and statement of cash flows.</li><li>Prepare quarterly and annual supporting schedules as required for financial reporting department in accordance with 10-Q and 10-K disclosure requirements.</li><li>Assist with internal and external audit requests.</li><li>Be the primary point of contacts with departments across the organization for recording of transactions in the JV entities.</li><li>Assist in maintaining an effective control environment by executing controls to ensure compliance with established accounting policies.</li><li>Reconciliation and Account Analysis</li><li>Reconcile assigned balance sheet accounts and review of income statement for reasonableness and accuracy.</li><li>Understand the full end to end process for recording transactions, develop and propose process improvements.</li><li>Perform analysis of JV accounts to enable others to understand the nature of transactions and key drivers of activity.</li><li>Joint Venture Monthly Reporting to JV Partner</li><li>Own the preparation and issuance of the external JV monthly reporting package including monthly variance analysis explaining fluctuations of income statement and balance sheet accounts, preparation of statement of cash flow and compilation of other reporting requirements.</li><li>Special Projects</li><li>Perform adhoc requests and special projects as requested, which may include various accountings initiatives, systems projects, internal reporting, and other analysis deemed appropriate.</li></ul><p><strong> </strong></p>
<p>We are looking for a skilled Senior Accountant to join our team in Silver Spring, Maryland. In this contract position, you will play a critical role in managing and reconciling financial accounts to ensure accuracy and compliance. This opportunity is ideal for an experienced accounting expert with strong attention to detail who thrives in a dynamic, non-profit environment.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed balance sheet reconciliations to verify financial data accuracy.</p><p>• Conduct thorough bank reconciliations to ensure timely and precise reporting.</p><p>• Manage accounts payable processes, including reviewing and processing invoices.</p><p>• Prepare and post journal entries to maintain accurate general ledger records.</p><p>• Analyze financial data and provide insight into discrepancies or trends.</p><p>• Collaborate with internal teams to ensure compliance with financial policies and procedures.</p><p>• Assist in the monthly and year-end financial closing processes.</p><p>• Support audits by providing necessary documentation and resolving inquiries.</p>
<p>We are looking for a meticulous and detail-oriented Data Entry Clerk for a 1-day inventory project in Elwood, Illinois. In this role, you will play a vital part in maintaining accurate inventory records and ensuring data integrity. This position requires a strong commitment to precision and proficiency in handling inventory-related tasks.</p><p><br></p><p>Responsibilities:</p><p>• Perform data entry tasks to update and maintain inventory records with accuracy and efficiency.</p><p>• Assist in conducting cycle counts to ensure inventory levels are consistently monitored.</p><p>• Support the annual physical inventory process by verifying and reconciling discrepancies.</p><p>• Utilize Microsoft Excel to organize, analyze, and report inventory data.</p><p>• Collaborate with team members to address and resolve any inventory-related issues.</p><p>• Ensure compliance with company policies and procedures regarding inventory management.</p><p>• Generate reports and summaries to provide insights into inventory trends.</p><p>• Maintain organized records and documentation for auditing purposes.</p><p>• Identify opportunities to streamline inventory processes for improved efficiency.</p><p><br></p><p>The salary range for this position is $20/hr. 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 Robert Half Benefits Website for more information.</p>
<p>We are looking for a dependable and detail-driven Administrative Records Specialist to join us on a contract basis in San Francisco, California. This contract position will focus on organizing and digitizing personnel files while ensuring the highest level of confidentiality and accuracy. The role requires a strong commitment to professionalism and the ability to handle sensitive information with care.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and organize physical personnel files for efficient scanning.</p><p>• Scan documents and convert paper records into a secure electronic format.</p><p>• Ensure electronic files are accurately labeled, indexed, and stored.</p><p>• Maintain strict confidentiality and adhere to data protection policies.</p><p>• Support file organization and overall record management tasks as needed.</p><p>• Follow established protocols for handling sensitive employee information.</p><p>• Collaborate with team members to ensure all processes are completed on time.</p><p><br></p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#31000-0013377973*</p><p><br></p>
<p>Position Overview</p><p>The Senior Accountant will support the company’s financial reporting and accounting functions across <strong>multiple legal entities and business units</strong>. This role plays a critical role in ensuring accurate and timely financial records, supporting month-end, quarter-end, and year-end close processes, and delivering meaningful financial analysis.</p><p>The Senior Accountant will report to the Manager of Accounting and collaborate cross-functionally to support the organization’s financial objectives, operational efficiency, and compliance requirements.</p><p>WKey Responsibilities</p><ul><li>Prepare, review, and post journal entries, account reconciliations, and financial reports for <strong>multiple entities</strong>.</li><li>Support month-end, quarter-end, and year-end close processes, ensuring accuracy, timeliness, and consistency across entities.</li><li>Assist in the preparation of consolidated and entity-level financial statements in accordance with <strong>GAAP</strong>.</li><li>Ensure compliance with internal controls, company policies, and regulatory requirements.</li><li>Assist with internal and external audits by preparing schedules, reconciliations, and supporting documentation.</li><li>Perform detailed variance analysis and provide actionable insights and explanations to management.</li><li>Collaborate with team members and cross-functional partners to improve accounting processes, controls, and efficiencies.</li><li>Support tax compliance efforts, including data preparation and reconciliation for federal, state, and local filings.</li><li>Leverage advanced <strong>Microsoft Excel skills</strong>, including pivot tables, VLOOKUP/XLOOKUP, complex formulas, and <strong>macros</strong>, to analyze large datasets, automate recurring tasks, and improve reporting accuracy.</li><li>Assist with special projects, system implementations, and process improvement initiatives as assigned.</li></ul><p><br></p>
<p>Our client, a corporate office with ties to the entertainment industry, is looking for a Data Entry clerk on a contract to hire basis. You will be responsible for data entry into Excel and answering phone calls from clients. Strong attention to detail and accurate typing skills are required for this position. Robert Half is looking for a team player with a strong work ethic and positive attitude. Someone who can occasionally handle a difficult member on the phone with the ability to work well under pressure will do well in this role! This is a contract to hire position and the hours are 8am-5pm. Our client offers free lunches, full benefits, and a supportive office environment. Pay is $23-$26/hr.</p>
<p>We are offering a contract to hire role supporting administrative operations in planning, zoning, and building permitting. This role is ideal for an organized professional with strong communication skills, technical capabilities, and a customer-focused approach. You will be responsible for assisting both staff members and customers with platting, zoning, and building permit applications, ensuring compliance with specific requirements.</p>
<p>We are seeking a Bilingual Administrative Clerk for a Local Government entity to provide essential administrative support to the organization, assisting with a variety of clerical tasks while facilitating communication with clients, customers, and colleagues in two or more languages. This role is ideal for detail-oriented professionals who thrive in fast-paced office environments and are comfortable handling confidential information.</p><p>Responsibilities:</p><p>• Serve as the primary front-office contact for residents, providing bilingual (English/Spanish) assistance.</p><p>• Respond to inquiries, process forms, route calls, and direct visitors to appropriate departments.</p><p>• Maintain accurate filing systems (electronic and physical).</p><p>• Support permit processing, document management, and departmental communications.</p><p>• Assist with data entry, appointment scheduling, and records updates in government systems.</p>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
