<p>We are looking for a skilled Medical Assistant to join our Pediatric and Maternal-Fetal Medicine Clinic team in San Mateo, California. This contract position offers an opportunity to support physicians and patients by handling both administrative and clinical tasks to ensure seamless operations. The ideal candidate will demonstrate outstanding customer service skills while contributing to a patient-centered environment.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate patient rooming and flow by preparing for visits, assisting during appointments, and completing post-visit tasks.</p><p>• Escort patients to exam rooms promptly, adhering to established rooming standards.</p><p>• Support clinicians with procedures and tasks as needed, contributing as a collaborative team member.</p><p>• Utilize lean techniques to optimize patient workflows and ensure efficiency.</p><p>• Handle patient registration, check-in, and check-out processes, including updating demographics and posting payments.</p><p>• Resolve billing issues, address claims discrepancies, and ensure necessary authorizations are obtained before visits.</p><p>• Provide exceptional customer service by addressing patient inquiries regarding scheduling, billing, and other concerns.</p><p>• Troubleshoot issues with My Kids Chart and offer guidance to patients using the platform.</p><p>• Execute benefit-related functions and monitor cash activity with accuracy.</p><p>• Manage complaint handling to ensure patient satisfaction and compliance with service standards.</p><p><br></p><p>If you are interested in this role apply today and immediately call us at (510)470-7450</p>
<p>We are looking for a detail-oriented Administrative Assistant to join our team in San Leandro, California. This is a long-term contract position offering an excellent opportunity to contribute to daily office operations. The ideal candidate will have strong organizational skills and the ability to multitask effectively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily administrative tasks, including scheduling meetings and maintaining office records.</p><p>• Answer and direct inbound calls promptly and professionally.</p><p>• Perform accurate data entry to update and maintain essential documentation.</p><p>• Support office operations by handling receptionist duties such as greeting visitors and directing inquiries.</p><p>• Coordinate with team members to ensure deadlines are met and tasks are completed efficiently.</p><p>• Organize and maintain files, ensuring all records are easily accessible.</p><p>• Assist in preparing reports, presentations, and other business documents.</p><p>• Monitor office supplies and coordinate with vendors to replenish inventory as needed.</p><p>• Provide support to various departments to streamline workflows and enhance productivity.</p><p>If you are interested in the role, please apply and call us immediately at (510)470-7450. </p>
<p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>
<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate wires, funding requests, and operational workflows for family office clients.</li><li>Support philanthropic operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><br></p><p>We are seeking a friendly and organized Medical Receptionist to join our healthcare team. In this role, you will be responsible for front-office tasks, including greeting patients, scheduling appointments, managing phone calls, and coordinating essential administrative duties. The ideal candidate will excel in customer service and have experience with electronic medical record (EMR) systems such as Cerner or Epic. Exceptional communication and multitasking skills are a must.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Welcome patients and visitors with a professional demeanor</li><li>Answer phones, schedule appointments, and handle inquiries</li><li>Maintain patient records and ensure accuracy in data entry using EMR systems</li><li>Provide support to medical staff and assist with office tasks as needed</li><li>Verify insurance information and assist with billing queries</li></ul>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p>We are looking for an experienced Accounts Receivable Clerk to join our client in Livermore, California. In this long-term contract role, you will play a key part in managing invoicing, collections, and reconciliation processes while ensuring accurate financial reporting. This position offers an exciting opportunity to contribute to the transition toward automated systems and support overall business operations.</p><p><br></p><p>Responsibilities:</p><p>• Process daily cash applications and ensure timely allocation of incoming payments.</p><p>• Generate and distribute customer invoices and statements with accuracy.</p><p>• Monitor and update the status of aged receivables, collaborating with team members to maintain collection progress.</p><p>• Prepare periodic reports on aging receivables and provide insights to business leaders for effective decision-making.</p><p>• Calculate allowances for doubtful accounts and coordinate with relevant stakeholders on adjustments.</p><p>• Collaborate with the treasury team to track collections and suggest improvements for reducing accounts receivable days outstanding.</p><p>• Issue refunds to customers and ensure proper account reconciliation.</p><p>• Investigate and resolve payment discrepancies in partnership with the Customer Service team.</p><p>• Perform monthly reconciliations of accounts and prepare detailed reports.</p><p>• Communicate and reconcile intercompany accounts receivable with affiliate entities.</p>
<p>We are seeking an experienced and detail-oriented Tax Preparer to join a dynamic and fast-paced team in Palo Alto, CA. The successful candidate will play a critical role in assisting clients with tax preparation, ensuring compliance with federal, state, and local tax laws, and optimizing client outcomes through accuracy and insight.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Tax Preparation:</strong> Prepare and file individual, corporate, partnership, and other tax returns accurately and on time.</li><li><strong>Client Communication:</strong> Interact with clients to gather necessary financial information, understand tax needs, and resolve questions or concerns.</li><li><strong>Tax Research:</strong> Stay updated on changes to tax laws and regulations, providing informed advice to clients on how updates may influence their financial and tax status.</li><li><strong>Compliance:</strong> Ensure compliance with all applicable tax regulations and filing deadlines while reducing potential risks of audits or penalties.</li><li><strong>Calculations and Documentation:</strong> Perform detailed calculations, maintain accurate records of tax filings, and compile supporting documentation.</li><li><strong>Advisory Support:</strong> Provide basic tax planning guidance, identifying potential savings opportunities or credits to help clients optimize their tax positions.</li><li><strong>Software Utilization:</strong> Use tax preparation software effectively to file and manage returns. Proficiency with tools such as QuickBooks, Excel, and commonly used tax software is preferred.</li><li><strong>Team Collaboration:</strong> Work closely with other accounting and finance professionals to provide seamless service to clients.</li></ul><p><br></p>
We are looking for an experienced and meticulous Human Resources (HR) Assistant to provide contract support to the HR and Business Services departments. This contract position, based in Campbell, California, is designed to assist with benefits enrollment, payroll processing, and employee inquiries during a short-term leave coverage. If you have a strong background in HR administration and enjoy working in a collaborative environment, this role could be a great match for you.<br><br>Responsibilities:<br>• Support the open benefits enrollment process, ensuring employees have access to accurate information and assistance.<br>• Address employee inquiries regarding benefits updates, enrollment changes, and coverage options.<br>• Assist with payroll processing tasks related to benefits adjustments and new employee onboarding.<br>• Maintain and update employee records, ensuring compliance with organizational policies and procedures.<br>• Work closely with HR and payroll teams to complete benefit-related tasks in a timely manner.<br>• Provide excellent customer service by resolving employee issues and answering questions.<br>• Ensure confidentiality and accuracy in handling sensitive employee information.<br>• Collaborate with department staff to streamline processes and enhance efficiency during the leave coverage period.
We are looking for an experienced HR Coordinator to join our team on a contract basis in Los Altos, California. In this role, you will play a pivotal part in supporting human resources operations, including onboarding, compliance, and administrative functions. This is an excellent opportunity to contribute to a dynamic workplace and ensure smooth HR processes.<br><br>Responsibilities:<br>• Manage onboarding processes for new hires, including I-9 verification and e-verify procedures.<br>• Ensure compliance with HR policies and regulations, maintaining accurate documentation.<br>• Utilize HRIS systems such as Cornerstone and NeoEd to streamline administrative tasks.<br>• Coordinate background checks and other pre-employment screenings.<br>• Provide exceptional customer service to internal teams and new employees.<br>• Maintain proficiency in software tools such as Word, Excel, and Outlook to support HR functions.<br>• Handle day-to-day HR administrative duties with attention to detail and efficiency.<br>• Collaborate with team members to address HR-related inquiries and resolve issues promptly.
<p><strong>About the Role:</strong></p><p>We are seeking a detail-oriented and deadline-driven <strong>Accounts Receivable (AR) Specialist</strong>. As an AR Specialist, you will play a key role in the financial operations of our organization by ensuring accurate and timely processing of receivables, maintaining customer accounts, and monitoring collections activities. The ideal candidate is a team player with excellent communication skills and a strong background in accounting or finance.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee the full accounts receivable process, including processing, verifying, and reconciling customer invoices.</li><li>Monitor customer payment activity, follow up on outstanding balances, and resolve discrepancies in a timely manner.</li><li>Prepare and deliver regular AR aging reports and collections updates to management.</li><li>Maintain accurate customer account records, ensuring all payments and adjustments are applied correctly.</li><li>Collaborate with internal teams to research and resolve billing issues or disputes.</li><li>Provide top-notch customer service to clients by addressing inquiries and resolving account questions.</li><li>Ensure compliance with company policies and applicable regulations related to AR processes.</li><li>Assist with month-end and year-end close activities as they pertain to accounts receivable.</li></ul>
<p>Robert Half is working with a reputable Property Management Company in South San Francisco. Our client has properties all over the Bay Area. This is a great opportunity to get your foot in the door with a great organization. </p><p><br></p><p>We are seeking a detail-oriented and organized Administrative Assistant with strong experience in <strong>HUD, property management, tax credit programs</strong>, and RealPage software. HUD and / or Affordable Housing is a <strong><u>MUST.</u></strong> The ideal candidate will have excellent communication skills, a customer-focused mindset, and the ability to manage administrative tasks efficiently in a fast-paced environment.</p><p><br></p><p><strong>Duties: </strong></p><ul><li>Answer and direct inbound calls while providing exceptional customer service.</li><li>Perform data entry with a high level of accuracy and attention to detail.</li><li>Manage email correspondence, ensuring timely responses to residents, vendors, and internal teams.</li><li>Assist with administrative tasks related to HUD compliance, tax credit programs, and property management operations.</li><li>Maintain and update records in RealPage and other property management systems.</li><li>Support leasing, compliance, and management teams with required documentation and reporting.</li></ul>
<p><strong>Contract Accounting Professional</strong></p><p><br></p><p>Are you a highly skilled accounting professional seeking a temporary opportunity to make a significant impact? Robert Half is working with a respected organization to fill the position of <strong>Contract Accounting Professional</strong>. This is an excellent opportunity to contribute to key accounting, budgeting, and reporting activities. The role is fully dedicated to the contract duration, offering a chance to leverage your skills in a diverse range of financial tasks. Read more below and apply today if this opportunity aligns with your expertise!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Prepare and complete monthly journal entries to support the month-end close process ensuring timely reconciliation of accounts.</li><li>Manage the reconciliation process for all bank accounts</li><li>Reconcile various balance sheet and income statement accounts; investigate discrepancies</li><li>Respond to external audit requests promptly and deliver completed requirements in a timely fashion.</li><li>Coordinate and prepare the company’s annual underwriting budget to include documentation</li><li>Conduct monthly analysis of budget variances</li><li>Collaborate with Accounts Payable </li><li>Assist in drafting financial statements </li></ul><p><br></p>
<p>The <em>Patient Access Representative</em> is essential in ensuring the smooth and accurate registration of all patient types. The <em>Patient Access Representative</em> gathers and verifies demographic and insurance information while providing exceptional customer service throughout the registration process. As a <em>Patient Access Representative</em>, you will contribute directly to patient satisfaction, operational efficiency, and regulatory compliance.</p><p><strong>Responsibilities:</strong></p><ul><li>Complete patient registration and admission processes in compliance with EMTALA regulations and organizational policies.</li><li>Accurately obtain and enter patient demographic, insurance, and eligibility information.</li><li>Collect and document co-pays, deductibles, and deposits from patients.</li><li>Obtain all required patient signatures on legal and registration-related documentation.</li><li>Scan all registration-related documents into the Electronic Document Management (EDM) system by the end of each shift.</li><li>Utilize verification tools such as HDX, payer websites, and Experian for insurance and demographic confirmation.</li><li>Prioritize registration tasks effectively during high-volume periods while maintaining service quality.</li><li>Collaborate with clinical and administrative staff by providing essential materials such as wristbands and facesheets in a timely manner.</li><li>Respond to notifications and crossovers from nursing staff in a prompt and accurate manner.</li><li>Distribute HIPAA-compliant Notices of Privacy Practices</li></ul>
<p>We are seeking a detail-oriented and organized Administrative Assistant with strong experience in HUD, property management, tax credit programs, and RealPage software. The ideal candidate will have excellent communication skills, a customer-focused mindset, and the ability to manage administrative tasks efficiently in a fast-paced environment.</p><ul><li>Answer and direct inbound calls while providing exceptional customer service.</li><li>Perform data entry with a high level of accuracy and attention to detail.</li><li>Manage email correspondence, ensuring timely responses to residents, vendors, and internal teams.</li><li>Assist with administrative tasks related to HUD compliance, tax credit programs, and property management operations.</li><li>Maintain and update records in RealPage and other property management systems.</li><li>Support leasing, compliance, and management teams with required documentation and reporting.</li></ul>
<p><strong><u>ABOUT THE POSITION</u></strong></p><p>The Legal Billing and Collections Specialist will have overall responsibility of performing full-cycle billing and collections functions and will be expected to provide outstanding service to their assigned attorneys, clients and others in the firm. The position is designed for a proactive problem-solver with a self-starter mentality; skilled at navigating ambiguity and independently driving projects to completion. Our team members are committed to quality, customer service, teamwork and have the ability to perform in a fast-paced environment.</p><p><br></p><p><strong>This position is located fully onsite in Oakland, California near public transit.</strong></p><p><strong>The work schedule is Monday to Friday, standard business hours.</strong></p><p><br></p><p><strong><u>ESSENTIAL FUNCTIONS</u></strong></p><p>The position’s essential functions include but are not limited to:</p><ul><li>Generate monthly pre-bills and verify correct billing rates before distribution to Billing Attorneys;</li><li>Edit and finalize client invoices;</li><li>Prepare write-off request forms for approval (if necessary);</li><li>Pull and copy expense backup to accompany invoices;</li><li>Mail/scan/e-bill final invoices to clients;</li><li>Process revised invoices upon request of attorney and/or client;</li><li>Review client contracts for billing guidelines and set up spreadsheet in Excel;</li><li>Update client budgets in billing system;</li><li>Make changes or corrections to time entries requested by the timekeeper in the billing system;</li><li>Calculate and prepare rate increases annually for assigned clients;</li><li>Timely respond to questions and inquiries from internal and external clients;</li><li>Prepare daily deposit and post cash receipts which includes scanning checks and backup documents for online filing;</li><li>Assist team members with their client billing lists;</li><li>Manage and prioritize multiple projects simultaneously;</li><li>Work cordially, cooperatively, and productively with department and firm employees;</li><li>Ability to work under pressure and deadlines and produce a quality product;</li><li>File client-matter documentation electronically and in iManage;</li><li>Collaborate with Billing Attorneys on collections, with ability to interact with clients regarding same;</li><li>Monitor and track accounts receivables to ensure collection goals are met;</li><li>Other functions as assigned; and</li><li>Work overtime as needed;</li></ul><p><br></p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
Accounts Receivable Specialist Overview Dynamic manufacturing company is seeking a skilled Accounts Receivable (AR) Specialist to join our team! This role is critical in ensuring the financial health of the company by managing and reducing outstanding receivable balances. The ideal candidate will work closely with cross-functional teams, including sales, to investigate and resolve billing discrepancies and maintain positive client relationships. Key Responsibilities Accounts Receivable Management: Monitor, review, and manage outstanding accounts receivable balances to improve cash flow. Follow up with customers on overdue payments via phone, email, or written communication in a timely, detail oriented manner. Billing Discrepancy Resolution: Collaborate with the sales team to investigate and resolve billing discrepancies or disputes promptly. Research and reconcile invoice errors, credit memos, and payment misapplications. Customer Communication: Act as the primary point of contact for customer account inquiries, providing resolutions efficiently. Build and maintain strong working relationships with clients to ensure clear communication and mutual understanding of account expectations. Reporting & Documentation: Prepare, review, and analyze aging reports to identify and prioritize collection efforts. Record and maintain accurate documentation of collection activity in compliance with company policies and procedures. Process Improvement: Recommend and implement process improvements to streamline billing and collections workflows. Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)
<p>Robert Half is working with a reputable Tax Firm in Foster City looking for a temp to hire Front Desk Receptionist. This is an on-site position Monday through Friday.. There is most certainly room for growth within the company too! We have had a proven track record with this client who has promoted 3 of our candidates into higher level roles. Great opportunity for someone looking to get that next step in their career.</p><p><br></p><p>Please find the description below and if interested, please apply immediately. Do not wait! Apply now!</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Answering incoming calls </li><li>Ensuring all calendars are accurate and organized</li><li>Scheduling and organizing meetings and events</li><li>Greeting clients and visitors when they arrive at the office</li><li>Ensuring the office remains clean and organized</li><li>Operating and maintaining office equipment such as computers and copiers</li><li>Checking and maintaining office supply inventory, ordering new supplies as needed</li><li>Customer Service attitude meets the needs of those you serve</li><li>Willingness to be a team player & work in a team environment</li><li>Dependability and Independent Motivation</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a detail-oriented Vendor Master Specialist to join our team in Emeryville, California. In this long-term contract role, you will play a key part in maintaining accurate vendor data and ensuring seamless onboarding processes for suppliers. This position requires a high level of accuracy, independent judgment, and excellent communication skills to manage vendor-related inquiries and resolve issues efficiently.<br><br>Responsibilities:<br>• Ensure timely and accurate completion of vendor requests, verifying all supporting documentation and compliance with company policies.<br>• Conduct regular audits and data integrity checks to uphold the quality of vendor master data.<br>• Collaborate with internal teams and external suppliers to maintain vendor information such as business names, addresses, banking details, and classifications.<br>• Address vendor-related inquiries, troubleshoot issues, and resolve payment-related discrepancies.<br>• Assist with 1099 reporting and other vendor master data-related tasks.<br>• Generate and review master data reports for accuracy and completeness.<br>• Verify sensitive data verbally to ensure security and compliance.<br>• Manage multiple tasks and prioritize workflows to meet deadlines effectively.<br>• Provide exceptional customer service to internal departments and external stakeholders.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Position Summary:</p><p>We are seeking a detail-oriented Accounts Receivable Specialist to join our team on a contract basis. This onsite role will be responsible for managing invoicing, collections, and payment processing, while maintaining accurate records and ensuring timely follow-up with customers.</p><p>Key Responsibilities:</p><ul><li>Generate and send customer invoices</li><li>Monitor aging reports and follow up on outstanding balances</li><li>Apply payments and reconcile customer accounts</li><li>Communicate with internal teams and clients regarding billing issues</li><li>Assist with month-end close and reporting</li></ul>
