<p><strong>Overview</strong></p><p>Our client, a fast-paced and collaborative law firm in Santa Clara, is seeking a Legal Receptionist to serve as the first point of contact for clients and visitors. This Legal Receptionist role is ideal for someone early in their career who is eager to gain hands-on exposure to a legal environment or build on prior administrative or legal support experience. The Legal Receptionist will play a key role in creating a professional, welcoming experience while supporting day-to-day office operations. This role is located in Santa Clara, CA (On-site, 5 days/week)</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Greet and assist clients and visitors in a professional and friendly manner</li><li>Answer and direct incoming calls, manage general inquiries, and relay messages</li><li>Schedule appointments, meetings, and conference room bookings</li><li>Handle mail, deliveries, and outgoing correspondence</li><li>Maintain a clean, organized, and professional front office environment</li><li>Assist with basic administrative tasks such as data entry, filing, and document preparation</li><li>Support legal staff with intake forms, client coordination, and general office support</li><li>Ensure confidentiality and professionalism when handling sensitive information</li></ul><p><br></p>
<p>Real estate investment company has an immediate opening for a Legal Secretary to support the legal team with real estate transactions and a board range of administrative assistance. As a Legal Secretary with this team, you'll work closely with attorneys and paralegals to increase efficiency in the legal department. Major responsibilities include but are not limited to compiling documents for transactions, filing internally and externally with government agencies, preparing closing binders, and coordinating meetings. This position requires full-time on-site work in San Mateo, CA. </p><p><br></p><p><strong><u>ESSENTIAL DUTIES AND RESPONSIBILITIES:</u></strong></p><p>• Handle administrative processes and tasks for Legal Department staff, including Legal Department Deputy General Counsel/Group Vice President, Vice President, Associate General Counsel, three Paralegals, and Claims Specialist.</p><p>• Prepare and edit correspondence, legal documents, and real estate transaction and corporate documentation.</p><p>• Schedule meetings and conference calls, including reserving on-site conference rooms.</p><p>• Screen incoming calls to Legal Department as well as calls directed to the Legal Department in general.</p><p>• Enhance the Legal Department desk manual and electronic document management system.</p><p>• Accept service for and distribute to appropriate parties court documents, including summons and complaints, subpoenas, hearing notices, etc.</p><p>• Organize, index, and create property closing binders, including printing, scanning, and downloading related documents.</p><p>• Develop and maintain on-site Legal Department filing system, as well as off-site file storage shipping and retrieval system.</p><p>• Process check requests and expense reports for payment.</p><p>• Process Purchase Card Statements for Legal Department company credit card holders.</p><p>• Process invoices for payment, including working with the Accounting Department in the implementation of electronic processing, and communicating with third-party vendors regarding payment and/or other related issues.</p><p>• Open and distribute mail daily, including date-stamping, scanning, and copying, as needed.</p><p>• Prepare outgoing electronic and standard mail, including Certified Mail and FedEx shipping.</p><p>• Order miscellaneous Legal Department office supplies, as needed.</p><p>• Other duties or projects, as assigned.</p>
<p>Growing AI company is seeking a Commercial Counsel with strong SaaS experience to support our sales team in negotiating and closing high-volume software-as-a-service transactions. This role will partner closely with sales, revenue, finance, security, and business stakeholders to provide practical legal guidance that helps drive revenue while managing risk. This position is 100% remote, so candidates from across the US are encouraged to apply. The ideal candidate will hold an active Bar license in any US jurisdiction and have at least 4-6+ years of experience supporting sales teams with SaaS agreement negotiation. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, and negotiate a high volume of SaaS agreements, including MSAs, order forms, NDAs, DPAs, SLAs, and vendor paper. Based on general knowledge.</li><li>Partner directly with sales teams to help structure, negotiate, and close SaaS deals efficiently. Based on general knowledge.</li><li>Provide clear, business-focused legal advice on commercial terms, risk assessment, privacy, compliance, and contract strategy. Based on general knowledge.</li><li>Develop and improve contract templates, playbooks, fallback language, and negotiation processes to support scalable deal execution. Based on general knowledge.</li><li>Work cross-functionally with internal stakeholders, including sales, finance, product, procurement, and security teams. Based on general knowledge.</li><li>Support issue escalation and help resolve legal and commercial roadblocks during the sales cycle. Based on general knowledge.</li><li>Advise on contracting best practices within a fast-paced, high-growth technology environment. Based on general knowledge.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>